Choosing a Proposal Workflow That Thinks Like You

Most proposal tools think like salespeople: contact → quote → close.

Consultants think differently: scope → terms → approval → kickoff.

What to look for

1. SOW-first, not quote-first. You need scope and deliverables, not product line items.
2. E-signature built in. Sending a PDF and asking clients to print, sign, and scan is leaving money on the table.
3. Payment integration. The best proposals collect the deposit on the same page.

Our recommendations

For polished proposals: Qwilr — interactive web proposals with built-in approval.

For document workflows: PandaDoc — full lifecycle from draft to e-sign.

For speed: Better Proposals — proposal to signature in the fastest flow.

For all-in-one: Wethos — proposals, contracts, and invoicing in one tool.

The tradeoff

More features = more setup time. If you send 2 proposals per month, a simple tool like CreateMySOW may be enough. If you send 10+, invest in PandaDoc or Qwilr.