Introduction
Sending proposals as PDF attachments is amateur. You can't track engagement, can't see which sections prospects read, and can't enable electronic signatures. Proposal software solves this it shows who viewed your proposal, how long they spent on pricing, and lets them accept with one click. But choosing the wrong tool creates problems. Some don't integrate with your CRM. Others overcomplicate simple quotes. Enterprise tools cost too much for small teams. This chapter shows you how to evaluate proposal software based on your actual needs, compare platforms honestly, and choose tools that integrate cleanly with your existing stack.
