Top 15 Proposal Software For Accountants

5 min readAug 30, 2024

Proposal software can make accounting firms much more efficient and effective in their operations. This is because an accounting proposal software brings efficiency in the workflows and cuts down the mistakes that could be made while increasing the chance of winning new clients with professional and compelling proposals.

What is Accounting Proposal Software?

Proposal software is tailored toward making the whole process of creation, management, and tracking of business proposals easier. Many feature customizable templates, collaboration tools, e-signatures, and analytics, all designed for even an accountant to create a professional-looking service proposal quickly and more productively. This tool enhances the process of service presentation and client engagement.

How to Choose Proposal Software for an Accountants

There are things that every accounting firm account should be looking for while choosing an accounting proposal management software:

Industry-specific features, for example, built-in templates and tools for accounting services, automated billing, and onboarding of clients

User Interface: Intuitive and very easy to navigate; therefore, the learning curve is extremely reduced.

Integrations: Ensure that it integrates well with current tools like accounting software and CRMs for ease of operation.

Pricing: The pricing of the software needs to be within what the firm’s budget can accommodate and with a good return on investment.

Customer Support: Good customer support is when fast and efficient problem-solving can be done.

Top Proposal Software for Accountants

1. PandaDoc

Use Cases: Ideal for creating and managing proposals, contracts, and other documents.
Features: Drag-and-drop editor, customizable templates, e-signatures, document analytics, workflow automation.
Pros: User-friendly, extensive template library, real-time collaboration.
Cons: Some advanced features can be complex; pricing may be higher for small firms.
Number of Integrations: 30+
Pricing: Starting at $19/month per user.
G2 Rating: 4.7
G2 Review: “PandaDoc has transformed our proposal process. The ease of use and integration with our CRM has saved us countless hours.”

2. Proposify

Use Cases: Suitable for creating visually appealing proposals quickly.
Features: Template library, e-signatures, analytics, and integrations with CRM tools.
Pros: Intuitive interface, excellent customer support, and customizable templates.
Cons: No free tier; pricing can be steep for smaller firms.
Number of Integrations: 20+
Pricing: Starting at $29/month per user.
G2 Rating: 4.7
G2 Review: “Proposify makes proposal creation easy and efficient. The analytics feature helps us understand client engagement.”

3. Fresh Proposals

Use Cases: Great for accounting firms needing to create and send proposals quickly.
Features: Interactive quotes, digital signatures, customizable templates.
Pros: User-friendly, industry-specific templates, and good customer support.
Cons: Limited customization options compared to competitors.
Number of Integrations: 10+
Pricing: Starting at $20/month per user.
G2 Rating: 4.5
G2 Review: “Fresh Proposals has streamlined our proposal process and improved our conversion rates significantly.”

4. Better Proposals

Use Cases: Ideal for freelancers and small accounting firms.
Features: Beautiful templates, e-signatures, and analytics.
Pros: Easy to use, visually appealing proposals, and quick setup.
Cons: Limited integrations; fewer features than larger platforms.
Number of Integrations: 5+
Pricing: Starting at $19/month per user.
G2 Rating: 4.6
G2 Review: “The templates are stunning and easy to customize, making our proposals stand out.”

5. Super Proposal

Use Cases: Designed for freelancers and small agencies.
Features: Customizable templates, collaboration tools, analytics.
Pros: Affordable, easy to use, and good for client management.
Cons: Limited features compared to larger competitors.
Number of Integrations: 5+
Pricing: $19.90/month.

6. Qwilr

Use Cases: Perfect for creating interactive proposals and quotes.
Features: Multimedia proposals, reusable content, e-signatures.
Pros: Engaging proposal formats, easy to use, and good analytics.
Cons: Higher pricing; may not suit all accounting firms.
Number of Integrations: 15+
Pricing: Starting at $35/month per user.
G2 Rating: 4.5
G2 Review: “Qwilr’s interactive proposals have impressed our clients and helped us close deals.”

7. Ignition

Use Cases: Best for managing client engagements and proposals.
Features: Engagement letters, payment processing, and proposal tracking.
Pros: Comprehensive client management features, easy to use.
Cons: Pricing may be high for smaller firms; limited customization.
Number of Integrations: 10+
Pricing: Starting at $99/month per user.
G2 Rating: 4.4
G2 Review: “Ignition has streamlined our engagement process and improved client onboarding.”

8. QuoteWerks

Use Cases: Excellent for creating quotes and proposals.
Features: Customizable quotes, e-signatures, and integration with CRMs.
Pros: Flexible and powerful quoting features, good integration options.
Cons: Steeper learning curve; can be overwhelming for new users.
Number of Integrations: 25+
Pricing: Starting at $15/month per user.
G2 Rating: 4.5
G2 Review: “QuoteWerks is powerful, but it took some time to learn all the features.”

9. Proposable

Use Cases: Great for teams needing collaborative proposal tools.
Features: Custom templates, e-signatures, and analytics.
Pros: Strong collaboration features, easy to use.
Cons: Limited features in the basic plan.
Number of Integrations: 10+
Pricing: Starting at $19/month per user.
G2 Rating: 4.3
G2 Review: “Proposable has improved our team’s efficiency in creating proposals.”

10. Bidsketch

Use Cases: Suitable for creating proposals quickly and efficiently.
Features: E-signature integration, analytics, and customizable branding.
Pros: Simple to use, good for small teams.
Cons: Limited features compared to larger platforms.
Number of Integrations: 15+
Pricing: Starting at $23/month.
G2 Rating: 4.4
G2 Review: “Bidsketch is straightforward and effective for our proposal needs.”

11. FreshBooks

Use Cases: Ideal for invoicing and proposal management.
Features: Invoicing, expense tracking, and proposal creation.
Pros: Comprehensive accounting features, user-friendly.
Cons: More expensive than standalone proposal software.
Number of Integrations: 50+
Pricing: Starting at $19/month.
G2 Rating: 4.5
G2 Review: “FreshBooks combines invoicing and proposals seamlessly.”

12. HoneyBook

Use Cases: Best for service-based businesses, including accounting.
Features: Client management, proposals, contracts, and invoicing.
Pros: All-in-one solution, excellent for managing client relationships.
Cons: May be too broad for firms focused solely on proposals.
Number of Integrations: 10+
Pricing: Starting at $16/month.
G2 Rating: 4.6
G2 Review: “HoneyBook has transformed how we manage our client interactions.”

By leveraging proposal software, accounting firms can enhance their proposal processes, improve client engagement, and ultimately drive growth and efficiency in their operations.