Proposals & Sales Rooms: 38 tools compared

Digital sales room platform with mutual action plans, room analytics and a seller agent in beta.

AI presentation software with Smart Slide layouts that auto-format decks, plus PowerPoint import/export.

Proposal software with web-based proposals, e-signature, payments and automated follow-up.

Low-cost e-signature app and API from Syncfusion with a free plan and unlimited-envelope tier.

Client management for agencies and freelancers: CRM, proposals, contracts, invoicing and projects.

Design platform for presentations, social posts, one-pagers and sales collateral, with AI tools.

AI presentation generator that drafts complete decks from a topic or uploaded file.

Digital sales room and client portal platform for proposals, mutual action plans, onboarding and content sharing.

Secure document sharing with page-level analytics, eSignatures and virtual data rooms, from Dropbox.

Open-source document signing platform with a cloud version and a pay-per-document API.

The most widely used e-signature product for sending contracts and agreements, with templates and payments on higher plans.

E-signature tool (formerly HelloSign) with templates, team sending and an API.

Pay-per-contract e-signature service and API with no subscription.

Digital sales rooms with mutual action plans and AI that builds buyer-facing rooms from your deal notes.

AI presentation, document and web page builder for decks and one-pagers.

Digital sales rooms with proposals, e-signature, video and mutual action plans for B2B deals.

AI how-to video and interactive walkthrough creator for demos, onboarding and enablement.

E-signature tool inside Jotform for collecting signatures on documents and forms.

Proposal software for agencies and consultants, with templates, analytics and online e-signing.

Document automation for proposals, quotes and contracts, with templates, e-signature, payments and CRM sync.

Collaborative presentation software with AI slide generation, templates and link analytics.

AI presentation maker that builds and edits slides inside Google Slides and PowerPoint.

AI presentation builder with brand customization and presentation tracking.

Zooming presentation, video and infographic software with AI generation.

Proposal software with templates, content library, approvals, e-signature and document analytics.

Proposal and business-document tool for freelancers and small agencies, with tracking and built-in e-signatures.

Interactive web-page proposals and quotes with e-signature, payments, engagement analytics and CRM integrations.

E-signature and contract workflow app for small businesses.

E-signature from airSlate with templates, bulk send, payments and an API.

Simple e-signature tool with unlimited documents on paid plans and a free API tier.

AI tool that turns text into slides in Google Slides and PowerPoint.

Interactive, web-based sales decks and proposals with engagement analytics and AI-assisted creation.

Interactive product demo builder (screenshot, video and HTML demos) with lead capture and analytics.

Interactive demo and walkthrough builder with AI demo agents that answer buyers and hand off to sales.

Digital sales room ('Pods') for sharing content, mutual action plans and buyer engagement in one link.

Visual content platform for presentations, infographics, reports and interactive content.

E-signature app formerly known as eversign, with unlimited documents on paid seats.

E-signature app from Zoho with a free tier and per-user plans.