11 Best Proposal Software For Accountants
AUG 28, 2024 | LAST UPDATED ON AUG 28, 2024 BY ANGELICA NAIDU
In today’s world of accounting, time and efficiency is everything. Accountants face multiple challenges in managing client relationships, and producing customized proposals for new clients can take a lot of time and effort.
An accounting proposal software helps you to track and manage your proposals on the go. You can’t handle proposal creation and manage your work simultaneously as an accountant. With proposal software, you can create professional proposals to help close deals much faster.
An accounting proposal software includes amazing features like e-signatures, ease of collaboration, real-time tracking, 100% customizable templates, and much more. It should be capable enough to let you communicate with your readers by developing an understanding of the following:
- Who you are.
- Services you offer.
- What makes your accounting services different?
- The applicable fees and timelines.
- Details about your task completion process.
How Can Proposal Software Help Accountants?
We understand that accountants have no time to sit and create a proposal from scratch, and this is where proposal software takes place. Here’s how proposal software helps accountants:
- Saves time: A proposal software simplifies your proposal creation process by offering pre-designed templates. Accountants can pick up the templates, modify them according to their requirements, and generate deal-closing proposals in minutes.
- Consistency and professionalism: As an accountant, it’s important to maintain consistency and professionalism. That’s what accounting proposal software can offer through consistent formatting and personalized branding features.
- Customization: You will usually find generic proposals, but having proposal software by your side allows you to modify and customize them per your needs. This customization can be used to display the understanding of client’s unique needs and portray that you have the best solution to their needs.
- Invoicing and billing: You need proposal software to avoid the hassle of manually invoicing and billing, leading to inaccuracy or manual errors. This way, you can also ensure that the invoices are sent out timely as the process is now automated.
- Ease of collaboration: A proposal management software simplifies collaboration with the team and client. Avoid miscommunication and enhance work efficiency as everything is available in one place.
- Easy document management: You can store and manage all your documents, making it easier to organize and store proposal-related documents. This helps accountants stay organized and track every document easily.
Top 11 Proposal Software For Accountants
Explore the top proposal software for accountants to make your process more efficient:
1. Super Proposal
With over 130+ customizable templates, Super Proposal helps the accountant to create professional proposals smoothly and efficiently, allowing you to focus on client engagement and save invaluable time, making you productive and efficient and smoothing the proposal management process. On the other hand, it’s an excellent choice for accountants, agencies, and freelancers due to its user-friendly interface and integrations at a very cost-effective price.
Pricing: Plans start at $24.90 per month.
Free trial: Yes, Super Proposal offers a 15-day free trial.
Key Features:
- E-signatures: Speed up deal closures with secure, legally binding e-signatures.
- Document tracking: A single dashboard helps you track proposal changes, approvals, and actions in real-time.
- Interactive Elements: Add videos, images, pricing calculators, and more to enhance proposals.
- Real-Time Collaboration: Smooth collaboration with your team members and clients.
- Customization: Create proposals in multiple languages that match the client’s needs.
- Extensive Template Library: Access to over 130 professionally designed templates.
- Pricing: Super Proposal offers approval workflows, signing, order, and integration features, all under one single pricing plan of $19.90 annually.
Limitations:
- Super Proposal has limited integrations, with plans to add more in the future.
Integrations:
- Currently integrates with HubSpot, with upcoming integrations planned for Stripe, Salesforce, and QuickBooks.
User Reviews
Super Proposal is known for its user-friendliness, customizable proposal templates, and real-time collaboration features. Users appreciate the clear pricing model because we have a one structure where you get all the features and customize temples.
2. PandaDoc
PandaDoc is a cloud-based proposal management software known for its simplicity and ease of use. PandaDoc has a free version that enables accountants to use unlimited e-signatures and document uploads that help accountants close deals easily with clients. PandaDoc has a HIPAA-compliant signature feature, making this tool stand out from other proposal software. This signature is especially beneficial if an accounting firm is supporting healthcare clients.
Pricing: Free option is available, with paid plans starting at $35 per month per user.
Free trial: Yes, PandaDoc offers a 14-day free trial.
Key Features:
- User-Friendly Editor: Drag-and-drop editor for quick document creation.
- Extensive Template Library: Over 1,000 customizable templates for consistency.
- Document Performance Reporting: Comprehensive analytics on document performance.
- Real-Time Tracking: Insights into document views, engagement, and signatures.
- Smooth Integrations: Integrates with 38 tools, including HubSpot and Salesforce.
- Automated Calculations: Interactive documents with automatic calculations for taxes.
- Payment Collection: Ability to collect payments directly within documents.
Limitations:
- Panda doc proposals are plastered with their branding in the cheaper plans.
- Some report their feature rich platform as glitchy and confusing.
Integrations:
- Integrates with 38 different platforms, including Salesforce, HubSpot, and Pipedrive.
- Connects with payment gateways like Stripe, PayPal, and Authorize.Net.
User Reviews
“We are using PandaDoc frequently – like 3-7x/ week and integrated it into our whole working flow via API. The API works fine but the UI/UX for the customer who needs to sign the document is just soooooo bad!! The features of “review suggestions/ review edit” don’t work properly and are hated by our clients.”
“The best part is the team collaboration and tracking that allows you to see who did what in each document. It is helpful to be able to send it for approval and have it sent back for revisions without outside emails.”
3. Proposify
Proposify is a software designed with a focus on traditional sales teams having varied features for accounting firms with no or fewer sales representatives. Proposify has an interactive pricing table and the ability to integrate with Zapier. Through this integration, accountants can now better manage their workflows.
Pricing: Plans start at $35 per user/month.
Free trial: Yes, Proposify offers a 14-day free trial.
Key Features:
- User-Friendly Interface: Easily create proposals with pre-built templates and rich media integration.
- Document Analytics: Track proposal engagement and analyze performance to improve sales strategies.
- E-signature Integrations: Secure proposal environment with electronic signature capabilities.
- Custom Branding: Personalize proposals to reflect your brand.
Limitations:
- The editor has a paper-based design, making it cumbersome to use, and proposals often require adjustments for print compatibility.
- Pricing may not be suitable for small agencies, with costs tripling for agencies needing more than five proposals.
Integrations:
- Offers integration with 45 different platforms, including various chat, invoicing, and payment software.
G2 User Reviews
“It is full of bugs. Frequently, once I have finished a proposal and checked that it is ready to send to a customer, I copy the customer link and send it, only to find formatting errors. I now have to waste time checking it in incognito before making a number of changes due to random formatting errors.”
Read more: Top Proposify Alternatives in 2024
4. GoProposal
GoProposal offers great features for accountants. It offers collaborative fee agreements where you and your client discuss and agree to set a fee acceptable to both parties. It also offers variable scope management, letting accountants work closely with clients to modify the scope accordingly.
Pricing: Most popular plans start at £130 per/month.
Free trial: Yes, GoProposal offers a 30-day free trial.
Key Features:
- The Pricing Wizard:This feature simplifies the process of customizing prices and makes creating accurate quotes for their client easy.
- Line Items: This lets you customize and adjust service prices as suggested by The Pricing Wizard. They make it easy to present a clear breakdown of services and costs to clients.
- Service Schedules: It allows you to schedule recurring tasks and activities for each client.
- Key Dates: The automatic date reminder will never miss a deadline.
- Contact Hub: All client information, communication, and history are stored in one place. This helps your team offer personalized service, spot upsell opportunities, and build stronger relationships with clients.
Limitation:
- Some users might find the pricing structure of GoProposal to be expensive, especially for smaller firms or those with limited budgets.
Integration:
- Offers integration with nine different platforms, including Xero, Quickbooks, and Sage.
G2 Users Review:
- “If it is only you producing proposals and you are only doing 3-4 a month, it is almost certainly not worth it. Its claim of increasing revenue is more down to it reminding you of things you should be charging for by having a checklist of services proposals are compiled from.”
- “If you’re making a lot of proposals, GoProposal is worth it because it enables you to put them together quickly. If you’ve got a lot of different staff doing proposals, then GoProposal is worth it because it ensures everyone produces broadly consistent proposals.”
5. HoneyBook
HoneyBook is the ultimate control center; this software allows accountants to manage client relationships from first contact to first payment. It offers features like invoicing, contract management, process automation, and easy client onboarding. Incorporating these capabilities, HoneyBook provides accountants with an efficient tool to enhance their workflow.
Pricing: The most popular plan starts at $39 per/month.
Free trial: Yes, HoneyBook offers a 2-month free trial.
Key Features:
- Client Management: Keeps all client details and interactions in one place from start to end of the project.
- Invoicing & Payments: This makes sending invoices easy and getting paid directly through the platform.
- Contract Management: This lets you create, sign, and store contracts using ready-made templates.
- Workflow Automation: Automatically handles tasks like follow-up emails and sets reminders to save time.
Limitation:
- HoneyBook lacks strong integrations with other tools and is more suited to creative industries. Therefore, it is less ideal for accountants’ projects.
- HoneyBook doesn’t offer a free plan.
Integration:
- Offers integration with five different platforms, including QuickBooks, Gmail, Calendly, Facebook, and Zapier integrations
User reviews:
- “I’m a big believer that there’s always room for improvement. HoneyBook does a fantastic job of listening and engaging with their users, constantly updating and implementing features based on user feedback. While there’s nothing major to dislike, I’m always excited to see what enhancements they roll out next.”
- “I love the easy to use contact forms and simple tools for booking new clients. Honeybook takes care of contracts, payments and keep my profits organized for quick accounting.”
6. Fresh Proposals
FreshBooks is an accounting proposal software known for its ease of use. It’s a well-known invoicing and account platform covering payments, expenses, and time tracking and offers reporting capabilities. Apart from this, FreshBooks is a one-stop solution for accountants, offering proposal functionalities to ensure easy management.
Pricing: Plans start at $20 per user/month.
Free trial: Yes, Fresh Proposals offers a 14-day free trial.
Key Features:
- Proposal Templates: A collection of customizable, pre-designed templates to accelerate proposal creation.
- Drag and Drop Editor: An intuitive editor that allows users to easily add elements like text, images, and tables.
- E-Signatures: Clients can sign proposals electronically, streamlining the approval process.
- Interactive Pricing Tables: Users can create dynamic pricing options that allow clients to select and edit items directly.
- Client Notifications: Real-time alerts when proposals are viewed or accepted, keeping users informed.
- Custom Branding: Users can personalize proposals with their logos and color schemes.
- Mobile Access: The platform is accessible via mobile browsers, enabling proposal management on the go.
Limitations:
- The lower-tier plans limit the number of active proposals (e.g., nine proposals for the basic plan), which may restrict usage for businesses that manage multiple proposals simultaneously.
Integration:
- It offers integration with 11 different platforms, including HubSpot and Basecamp.
User Reviews:
- “The platform does not allow for levels of approval before the proposal goes out. However, the Fresh Proposal team is adding that functionality for the company.”
- “Fresh Proposals is a platform that is easy to use, with templates that can be customized, and features for collaboration to make creating and sending proposals easier. It’s a valuable tool for businesses looking to impress clients.”
7. Cone
Cone has a wide range of engagement letter templates with fully customizable options. It also lets accountants streamline their sales pipeline to ensure they never miss a lead. Cone ensures accountants focus on their core services like invoicing and payment collection through automated invoice generation and management.
Pricing: Plans start at £6.41/month.
Free trial: Yes, Cone offers a 14-day free trial.
Key Features:
- Customizable Proposals: You can customize your template to match your services.
- Flexible Editor: A user-friendly editor allows you to move, edit, or delete sections and add images.
- Sales Pipeline Management: Manage leads effectively with a sales pipeline feature that helps prioritize and track potential clients.
- Detailed Quotes: Generate detailed quotes easily and ensure clear pricing for your services.
- E-Signature Functionality: Proposal acceptance with e-signatures for a smoother and faster closing process.
- Auto-Invoicing: Automatically generate invoices from proposals. It will reduce the manual labor you put in.
Limitation:
- Unclear if it supports a wide range of integrations beyond QuickBooks and Xero.
- Customization options for templates may be limited compared to other proposal software.
Integration:
- Offers integration with 3 different platforms.
G2 User Reviews:
There are no user reviews for this software yet.
8. Qwilr
Qwilr enables accountants to create interactive, multimedia proposals that engage clients. Its unique URL-sharing feature makes proposal sharing more interactive than PDFs
Its automation features, like multimedia proposal, stripe integration for payments, and buy engagement, have made it a useful software for accountants.
Pricing: Plans start at $35 per user/month.
Free trial: Yes, Qwilr offers a 14-day free trial.
Key Features:
- Interactive Web Proposals: The proposal is created on web pages, allowing for dynamic content and increasing client interaction.
- Customizable Templates: Users can customize their templates, including colors, fonts, and logos.
- Embedded Content: Supports the addition of videos, interactive pricing tables, calendars, and other media to enhance proposals.
- E-Signatures: Include the e-signature functionality that enables clients to sign proposals electronically.
- Real-Time Analytics: Provides insights into how clients interact with proposals. It includes views, engagement metrics, and click tracking.
- Payment Integration: Allows for instant payment collection with integrations. And the payment processors like Stripe.
Limitation:
- Users may feel that customization possibilities are limited, making it difficult to generate highly specialized proposals.
- New users might experience a learning curve when navigating the platform and its features.
Integration:
- Offers integration with 8 different platforms, including Salesforce, HubSpot, and pipedrive.
G2 User Reviews:
- “It’s a bit fidgety, and the Pipedrive <>Qwilr integration isn’t great. However, it is better than nothing. The flexibility for further customizations in terms of placement of text and alignment would be great. Additionally, it would be useful to have a block that nicely places social links to our brand”
- “When I had a question, there were plenty of articles to help, but when I needed a human response, they were quick to help as well and solved on the first go.”
Read more: Top Qwilr Alternatives
9. Outbooks Proposal Tool
Outbooks is a proposal tool dedicated to accounting firms, and offers a a 6-month free trial. It enables accountants to streamline their business by offering proposal automation and an easy management process.
Its integration with accounting software is a plus point, enabling accountants to manage proposals and accounting all in one place.
Pricing: Plans start at £30.00 per user/month.
Free trial: Yes, Outbooks offers a 6-month free trial period.
Key Features:
- Proposal Creation: Easily create professional proposals tailored to your business needs.
- Template Library: Access a variety of pre-designed templates to streamline proposal development.
- E-Signature Integration: Enable clients to sign proposals electronically, facilitating quicker approvals.
- Real-Time Collaboration: Collaborate with team members in real time to create and edit proposals.
- Approval Workflows: Set up structured workflows to manage proposal approvals efficiently.
- Value-Based Pricing: Implement pricing strategies that reflect the value of your services.
Limitations:
- Few integrations with popular accounting software or CRM systems may restrict functionality.
Integrations:
- Offers integration with 4 different platforms.
G2 User Reviews:
“OUTBOOKS has been a pleasure to work with for more than a year. They handle our payroll, tax preparation, and bookkeeping with extreme care and attention to detail. Their prompt response to our inquiries is amazing, and their professional counsel has helped us maximize our financial situation.”
10. Proposable
Proposable is a tool known for its proposal analytics, enabling accountants to view and set up notifications for follow-ups. It also offers a sales content library where accountants can store all their sales content in one place and give access to the entire team as well.
Pricing: Plans start at $19 per user/month.
Free trial: Yes, Proposable offers a 14-day free trial.
Key Features:
- Customizable Proposal Templates: Users may build and customize professional-looking proposals with a number of templates suitable to their business.
- Automated Version Control: Proposable automatically manages different versions of proposals, ensuring that users always work with the latest updates.
- Proposal Analytics: Detailed analytics provide insights into how recipients interact with proposals, including view times and engagement levels.
- E-Signature Integration: The platform includes built-in e-signature capabilities, allowing clients to sign proposals electronically for faster approvals.
- Team Collaboration Tools: Features that enable team members to collaborate effectively, assign roles, and manage permissions for proposal access.
- Client Notifications: Automatic notifications keep users informed about proposal views and actions taken by clients.
Limitation:
- The “filing” system in Proposable can be confusing, with little ability to effectively search, auto-populate, or sort proposals.
- Users have reported difficulties searching for and managing proposals due to the limitations of Proposable’s filing system and search functions.
Integration:
- Offers integration with 10 different platforms, including Salesforce, HubSpot, and pipedrive.
G2 User Reviews:
- “I dislike how when you change the program to a coding mode, all of these weird extra coding tags have been added, which makes it hard to custom program and navigate. Also, the mobile layout of the contracts is probably the worst in the industry when it comes to user experience and readability.”
- “I love that you can have as many different contract templates out there as you want.”
11. Better Proposals
If you are a freelancer, solo accountant, or a small accounting firm, then Better Proposals is for you. One of its unique features is customizable expiry dates and auto-saved contacts within the software. This could be beneficial for accountants to edit or modify contacts.
Pricing: Plans start at $19 per user/month.
Free trial: Yes, Better Proposals offers a 14-day free trial.
Key Features:
- Template Library: Over 160 professionally designed templates for various industries.
- Drag and Drop Editor: User-friendly interface for easy customization of proposals.
- E-Signatures: Allows clients to sign proposals electronically.
- Analytics and Reporting: Track proposal views, engagement, and conversion rates.
- Team Collaboration: Real-time collaboration with comments and edits.
- Proposal Tracking: Monitor when proposals are opened and interacted with.
Limitations:
- Better Proposals’ pricing ranges from $19 to $49 per user per month, which can be relatively expensive for small businesses.
- Competitors like Cone provide more comprehensive services starting at just $8 per user per month, making them a more cost-effective option for small firms looking to get the most value for their money.
Integration:
- Offers integration with 16 platforms, including Salesforce, HubSpot, and Pipedrive.
G2 User Reviews:
“This platform seriously needs to grow up! You can’t export a proposal/agreement to a doc for anyone to redline, which means you waste hours of time copy/pasting and reformatting all of the content. It’s torture, and so unnecessary for this type of software. “
“The few features I’ve liked with BP have been the templates and the interface while building a proposal. “
Read more: Practice Ignition Alternatives
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