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7.0

Spot Score

Clientary - Proposal Software

Clientary Alternatives and Competitors

Streamline your client operations for maximum efficiency.

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Main Features

  • Contact Management
  • Approval Workflow
  • Document Analytics
  • PDF Export

Pricing

  • Starts from $19/Month, also offers free forever plan

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Alternatives of Clientary with

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List of the Top Clientary alternatives as of April 2025

Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.

9.8

Spot Score

PandaDoc - Proposal Software

PandaDoc

RECOMMENDED

Transform your documents into instant sales.

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Product Description

PandaDoc is a seamless merger of documents and signatures into one powerful, streamlined experience. It lets user send proposals using any email client and respond to client questions with built in chat. PandaDoc automates common tasks like contract signing and document delivery while letting ...

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Common Features

  • PDF Export

  • Document Analytics

  • Approval Workflow

+ 1 more

Unique Features

  • Collaborative Editing

  • Document Audit Trail

  • CRM Integration

+ 6 more

Pricing

Free Trial available, Try Now

Starts from $19/User/Month when Billed Yearly, also offers free forever plan

9.3

Spot Score

Proposify - Proposal Software

Proposify

Elevate your proposals with Proposify's powerful platform.

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Product Description

Proposify's powerful proposal management platform makes creating and managing complex proposals easy and efficient. Proposify enables users to create proposal packages in minutes without writing any code. Proposify is for companies who are tired of manual formatting and sending Excel or Word ...

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Common Features

  • PDF Export

  • Document Analytics

  • Approval Workflow

+ 1 more

Unique Features

  • Collaborative Editing

  • Document Audit Trail

  • CRM Integration

+ 6 more

Pricing

Free Trial available, Try Now

Starts from $49/User/Month, also offers free forever plan

Quote Roller

Quote Roller

Effortlessly create winning proposals in minutes.

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Product Description

Quote Roller is a multi-function proposal building tool designed to create professional proposals, quotes, e-mails and more in minutes without writing a single line of code. Available for purchase or as a monthly subscription, Quote Roller doesn't just generate proposal documents for users, it ...

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Common Features

  • Approval Workflow

Unique Features

  • Access Control

  • e-Signature

  • Document Library

+ 1 more

Pricing

Free Trial available, Try Now

Quote Roller offers custom pricing plan

8.7

Spot Score

RFP360 - Proposal Software

RFP360

Transform data into persuasive proposals.

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4.5

(30)

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Product Description

This Proposal Software makes it easy to quickly turn numbers into reports that show impact and drive action. It's not just a better way to generate proposals, it's also a platform for creating sales and marketing collateral. Its simple drag-and-drop interface lets user shape the content in ...

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Common Features

  • Document Analytics

  • Approval Workflow

  • Contact Management

Unique Features

  • Collaborative Editing

  • Document Audit Trail

  • CRM Integration

+ 5 more

Pricing

RFP360 offers custom pricing plan

7.8

Spot Score

RocketDocs - Proposal Software

RocketDocs

Maximize your proposals, minimize your effort.

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4.2

(88)

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Product Description

RocketDocs is proposal software for freelancers. Pricing tailored to meet the needs, keeping it affordable so user can take on as many customers as possible, and with all the tools needed to turn their projects into cash. RocketDocs contains a wizard that leads the user step-by-step through a ...

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Common Features

  • Approval Workflow

  • Contact Management

Unique Features

  • Collaborative Editing

  • Document Audit Trail

  • Document Library

+ 2 more

Pricing

Free Trial available

RocketDocs offers custom pricing plan

7.5

Spot Score

Estimo

Estimo

Effortless proposals, impressive results.

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Product Description

Estimo is a free proposal software that helps to create beautiful, professional and modern proposals in minutes. It comes with a built-in tiny database that enables users to manage the product information for customer and display it in the proposal. User can use it to create pre-made proposals ...

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Common Features

  • Contact Management

Unique Features

  • Alert Notifications

  • Customer Pipeline

  • e-Signature

+ 3 more

Pricing

Free Trial available, Try Now

7.1

Spot Score

ProposalPad - Proposal Software

ProposalPad

Streamline sales proposals and close more deals.

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Product Description

ProposalPad Proposal Software is a source of information and a one-stop-shop for all the needs. It contains helpful information and resources that can save time, and keep user organized throughout the sales cycle. With ProposalPad Proposal Software, proposals will be constructed with a unique ...

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Common Features

  • Approval Workflow

  • Contact Management

Unique Features

  • Document Library

  • e-Signature

Pricing

ProposalPad offers custom pricing plan

8.5

Spot Score

Fresh Proposals - Proposal Software

Fresh Proposals

Streamline your sales with modern proposals

Request a Quote

0.5

(1)

Add to compare

Product Description

Elevate your sales game with Fresh Proposals, the top sales proposal management solution. Say goodbye to traditional design tools and hello to modernized templates, giving you more time to focus on converting clients. With real-time insights and analytics, sales professionals can continuously ...

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Common Features

  • PDF Export

  • Document Analytics

  • Approval Workflow

+ 1 more

Unique Features

  • Collaborative Editing

  • Document Audit Trail

  • CRM Integration

+ 6 more

Pricing

Free Trial available, Try Now

Starts from $15/User/Month when Billed Yearly

7.9

Spot Score

Prospero - Proposal Software

Prospero

Streamline your proposals, close deals faster.

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4.9

(2)

Add to compare

Product Description

Prospero, a top-notch proposal creation software, makes it effortless to craft stunning proposals. With its tagline "Create beautiful proposals with ease," it promises to help you close deals faster and impress your clients. You can add a personal touch to your proposals by inserting your logo, ...

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Common Features

  • PDF Export

  • Document Analytics

  • Approval Workflow

+ 1 more

Unique Features

  • Document Audit Trail

  • e-Signature

  • Alert Notifications

+ 1 more

Pricing

Free Trial available

8.6

Spot Score

QorusDocs - Proposal Software

QorusDocs

Elevate your proposals with QorusDocs.

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Add to compare

Product Description

QorusDocs is a powerful proposal management software designed to streamline businesses. Featuring AI-powered Smart Rules and Fields, QorusDocs helps personalize content for each client. Users can gain insight into client engagement by generating valuable reports that integrate with analytics ...

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Common Features

  • PDF Export

  • Document Analytics

  • Approval Workflow

+ 1 more

Unique Features

  • Collaborative Editing

  • Document Audit Trail

  • CRM Integration

+ 6 more

Pricing

QorusDocs offers custom pricing plan

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Researched by Rajat Gupta