Proposify, PandaDoc and Better Proposals are the closest like-for-like proposal builders. Zoomforth and Storydoc lean further into interactive, designed experiences. Insurance and benefits brokers who need quotes pulled from carriers look at CopyCat or Zywave Benefits CPQ alongside a presentation tool. Sell Unfairly is for teams that want each proposal designed for them rather than built in an editor.
Like-for-like: build, send, track, sign.
Proposal software for building, sending, and e-signing sales proposals, with paid template design as an add-on.
Document software for creating, sending, and e-signing proposals, quotes, and contracts.
Proposal software for sending web-based proposals with e-signature and payments, plus a paid template design service.
More designed, more web-native.
Platform for building secure, trackable microsites for proposals, client portals, and internal communications.
Software for building interactive web presentations and sales decks, with an optional design studio that rebuilds your decks for you.
Platform for creating interactive digital content such as reports, brochures, and proposals, with paid design help.
For agencies whose proposals start from carrier quotes.
AI software that turns carrier quote PDFs into branded client proposals and comparisons for insurance agencies.
Quoting, renewal, and proposal software for employee benefits brokers with built-in carrier rates.
Broker software for creating proposals, application forms, and risk surveys, sent as a PDF with an online acceptance form.
Each proposal designed for you, as an interactive website.
A design agency that builds each high-ticket proposal as an interactive website in your brand. Your rep clicks Create proposal and your team approves it.
Proposify, PandaDoc and Better Proposals do the same core job: build web or document proposals, send them, track views and collect e-signatures.
Qwilr is a general proposal builder and does not state an insurance focus on its site. Insurance agencies often pair a general builder with a quoting tool built for insurance.
Then you want a service rather than an editor. Sell Unfairly designs your templates and each proposal as an interactive website, and your team approves and sends it.
