There’s no shortage of great pitches lost to bad timing.

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A buyer finally signals interest - and then waits two days for your team to piece together a deck. Meanwhile, another vendor replies in 20 minutes with a sharp, personalized proposal and steals the deal.

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This is why AI sales proposal makers have become essential in 2026. They don’t just help you write faster - they help you respond at the right moment, with something that feels tailor-made for each prospect.

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Below, we’ll cover what to look for in an AI proposal solution and review the best options available today. Each tool breakdown will include who it’s best for, key features (like CRM integrations or analytics), pros and cons, and pricing. 

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By the end, you should have a clear sense of which AI proposal maker can help scale your sales efforts while keeping things personal - and which one might be the perfect fit for your team.

What to look for in an AI sales proposal maker

When evaluating AI-driven proposal software, keep the following criteria in mind to find the right fit for your business needs:

• CRM integration: Does it connect with your CRM (like Salesforce, HubSpot, etc.) to pull in client data automatically? Seamless CRM integration ensures your proposals are always populated with the latest customer info and can even push updates back to your sales pipeline. This not only saves time but also reduces errors from manual data entry.
• Speed and efficiency: One of the biggest benefits of AI proposal tools is speed. Look for features like content libraries or AI writing assistants that can generate first drafts in minutes. 

• Personalization: The best AI proposal makers help you tailor each proposal to the prospect. This could mean AI that auto-customizes text based on client specifics, or the ability to use smart variables (like client names, industries, or logos) throughout the document. Personalization at scale is key to making every proposal feel hand-crafted for the recipient.
• Collaboration: Sales proposals often require input from multiple team members (sales reps, managers, legal, etc.). Good tools offer collaboration features - think real-time co-editing, comments, and role-based permissions - so your team can build proposals together without version control nightmares.
• Analytics and tracking: Once your proposal is sent, top platforms provide insights such as who opened the proposal, which pages or slides they spent the most time on, and whether they forwarded it to others. These engagement metrics let your team follow up more effectively and learn what content resonates.
• Scalability: Finally, consider whether the tool can scale with your needs. Does it offer workflow automation to manage high volumes? Ensure the pricing and plans make sense as you add more team members or create more proposals over time. An ideal solution will support a lone salesperson just as well as a large enterprise team.

Best AI proposal software: Full overview

Here’s a full comparison of the top AI-powered proposal makers. We’ll see how each one stacks up and which type of business it suits best.

1. Storydoc

Who it’s for: Sales teams and business professionals who want to create interactive proposals that engage and convert - without spending hours on design. Storydoc is especially great for organizations that value personalization, client engagement insights, and a strong tie-in to their sales tools (CRM, calendars, etc.).

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Storydoc is a full sales proposal solution for creating web-based sales content that adapts to your brand and your buyer. While most tools help you send something faster, Storydoc helps you send something better: tailored, interactive, and built to convert. And thanks to deep CRM integrations and AI trained on your existing content and brand voice, you can do it at scale - without burning hours on formatting.

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Key features:

• AI StoryBrain trained on your brand, website, and messaging
• Personalization at scale using live CRM data and dynamic variables
• Scroll-based format optimized for any device
• Built-in analytics: viewer heatmaps, time on page, drop-offs
• Interactive embeds: video, forms, calendars, ROI calculators, e-signatures, and more
• Team workspace with shared templates, roles, and access control
• Zapier + native integrations allowing you to connect the editor to 3,000+ apps across your tool stack

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Pros:

• Fast, scalable personalization using CRM data and dynamic variables
• Interactive, scroll-based format holds attention better than static slides or PDFs
• Built-in analytics show who’s engaging, for how long, and where they drop off
• AI StoryBrain generates on-brand, personalized content using your own website and messaging
• Zapier and native CRM integrations let you connect Storydoc to your existing sales and marketing stack

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Cons:

• Less ideal for print or PDF handouts - you lose the interactivity
• Takes a mindset shift if you're used to traditional slides

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Pricing:

• 14-day free trial
• Starter plan: $17.40/user/month (billed annually)
• Pro plan: $36/user/month (billed annually)
• Team plans with expanded features available

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Bottom line:

If you're sending out proposals that disappear into inboxes, Storydoc helps you break that pattern. Proposals become dynamic, personal, and trackable - and you can generate them in minutes, not hours. For teams doing high-volume outreach or high-touch ABM, it’s the most complete and scalable solution on the list.

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2. PandaDoc

Who it’s for: Sales teams working across longer or more complex deal cycles, where proposals often need legal review, internal approval, and progression to contract and payment. 

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PandaDoc is a document workflow tool first, proposal builder second. It’s designed to bring structure and consistency to everything from quotes and contracts to signatures and billing - which makes it a good fit for teams with process-heavy pipelines. But when it comes to pitching, persuading, or making your offer stand out visually, it leaves a lot on the table.

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Because it’s geared toward the final stage of the deal, you’ll need additional tools to support the earlier parts of the buyer journey - things like outreach, nurturing, or pre-meeting decks.

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Key features:

• Drag-and-drop editor with reusable content blocks
• Workflow automation, version control, and approval chains
• Built-in e-signature and payment collection
• CRM integrations (Salesforce, HubSpot, Zoho, etc.)
• Document tracking: opens, completion status, time spent per section
• Pre-built templates for quotes, proposals, contracts, and NDAs

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Pros:

• Strong all-in-one solution from proposal to payment
• Approval flows and permissions keep large teams aligned
• Basic analytics for tracking document views
• Integrates with a wide business tool stack, including payment systems

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Cons:

• Less flexibility for design or interactivity - proposals feel more like contracts than sales assets
• Setup can be time-consuming for smaller teams
• Limited AI content support - not ideal if you need to generate personalized messaging quickly
• Mobile experience is functional, but not optimized for engagement
• Not suited for top- or mid-funnel content - requires other tools for presentations, one-pagers, or outreach decks
• Uses a static, slide-like layout that makes the content feel disjointed rather than part of a smooth, continuous story

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Pricing:

• 14-day free trial
• Starter plan: $19/user/month (billed annually)
• Business plan: $49/user/month (billed annually)
• Enterprise pricing available on request

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Bottom line:

PandaDoc is built for teams who need order, compliance, and control more than design or storytelling. But if your goal is to impress prospects, tailor your message on the fly, or guide buyers through a compelling, story-driven experience, you’ll likely find it too rigid - and too focused on the finish line.

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3. Proposify

Who it’s for: Sales teams that need consistency across proposals and want management-level control over what’s being sent. Proposify is a solid fit for teams looking to standardize messaging, enforce brand compliance, and track proposal performance over time.

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Proposify helps bring order to the chaos of proposal creation, especially in growing teams. It’s less about fast content generation and more about building a repeatable, team-wide process. While it doesn’t offer the visual flexibility or interactivity of other tools, it does give you strong oversight and reliable structure.

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Key features:

• Template-based editor with a central content library
• Approval workflows, user roles, and permissions
• Proposal analytics: opens, time on page, engagement
• CRM integrations for proposal generation and status tracking
• Interactive pricing tables and built-in e-signatures
• Free AI proposal generator for quick first drafts

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Pros:

• Helpful for scaling teams who need consistency and oversight
• Centralized content and templates save time for reps
• Basic AI support to help reps get started faster
• Approval workflows ensure compliance with pricing and legal standards

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Cons:

• Visual output is more functional than engaging - proposals tend to feel templated
• Requires time to set up content libraries, templates, and roles
• Doesn’t offer scroll-based or mobile-optimized formats - not ideal for modern buying journeys
• Less flexibility when tailoring proposals for different personas or industries

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Pricing:

• 14-day free trial
• Basic plan: $19/user/month (billed annually)
• Team plan: $41/user/month (billed annually)
• Business plan: $65/user/month (billed annually), 5 users minimum

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Bottom line:

Proposify is best for teams that care most about structure, consistency, and oversight - especially if you’re managing multiple reps. It’s a dependable system, but if you’re aiming to create standout proposals that adapt to each buyer and drive real engagement, it may feel limited.

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4. Better Proposals

Who it’s for: Freelancers, consultants, and small businesses who need to create good-looking proposals quickly, without getting stuck in complex workflows. It’s best suited for solo users or lean teams that prioritize simplicity over extensive team controls.

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Better Proposals focuses on speed and ease of use. You start by choosing a pre-built template, filling in your details, and sending it off. It’s great if you just need to get a professional-looking proposal out the door fast. However, it starts to show limits when you require advanced customization, large-scale personalization, or in-depth analytics. Its templates and design options are somewhat constrained, and tracking is limited to basic engagement metrics.

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Key features:

• Industry-specific templates for fast proposal creation
• Simple drag-and-drop editor
• Built-in e-signatures and one-click payment integration (Stripe, PayPal)
• Basic viewer analytics (open notifications, time spent, etc.)
• Content library for reusable sections
• Optional live chat widget inside proposals
• Light AI suggestions for structure and wording

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Pros:

• Very beginner-friendly - fast setup and minimal training required
• Affordable flat pricing that’s attractive for solo users and small teams
• Great for quickly sending out professional proposals without design skills

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Cons:

• Limited design flexibility - templates can start to feel repetitive
• Analytics are basic - no insights beyond open and read time
• Lack of advanced security options
• Limited document export options
• Doesn’t scale well for ABM or outbound campaigns

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Pricing:

• 14-day free trial
• Starter plan: $13/user/month (billed annually)
• Premium plan: $21/user/month (billed annually)
• Enterprise plan: $42/user/month (billed annually)

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Bottom line:

If you need a simple way to send attractive proposals without a lot of setup, Better Proposals delivers. But for sales teams looking to personalize at scale, track engagement in detail, or embed proposals into a broader sales process, it’s likely not enough - especially compared to more advanced options.

5. Qwilr

Who it’s for: Modern sales teams that want their proposals to feel more like web pages than static documents. Qwilr is best suited for teams who care deeply about design and presentation, and want to stand out visually.

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Qwilr transforms proposals, quotes, and other sales docs into interactive web pages. It’s especially effective when first impressions count - but while it shines visually, it’s not as flexible when it comes to structure, branding control, or large-scale personalization. 

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Key features:

• Scroll-based, web-style proposals
• Interactive pricing tables and quote customization
• Embedded maps, calendars, and forms
• Built-in e-signatures and payment collection
• CRM integrations (Salesforce, HubSpot, Pipedrive)
• Basic AI assistant for content suggestions
• Engagement analytics: views, time spent, and interactions

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Pros:

• Proposals feel modern 
• Interactive quotes allow buyers to self-serve on packages or pricing
• Strong for 1:1 proposals and external documents like brochures or case studies
• Mobile-responsive and easy to share via link

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Cons:

• Design is structured around preset blocks - there’s limited layout flexibility or branding control
• Limited editing and customization options
• Doesn’t scale well for outbound or ABM use cases
• Offline or print versions lose interactivity and visual impact

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Pricing:

• 14-day free trial
• Business plan: $35/user/month (billed annually)
• Enterprise plan: $59/user/month (billed annually)
• Add-ons available

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Bottom line:

Qwilr makes beautiful, interactive proposals - no question. If you’re sending high-value one-off proposals and want to impress visually, it’s a strong choice. But for teams looking to personalize at scale, streamline outreach, or build proposals around data-driven engagement, there are more flexible options available.

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How to choose the right AI proposal tool for your team

So, how do you decide which proposal tool is right for your team? It depends on what you value most - speed, structure, design, or scale. Here’s a simple breakdown to help you decide:

• If you just need to send something professional and simple, and you're a solo user or very small team, Better Proposals will do the job.
• If your main goal is standardizing proposals across a sales team, and you don’t need much beyond templates and approvals, Proposify can help.
• If your sales process is contract-heavy, PandaDoc is a good fit - just don’t expect standout design or flexibility.
• If you're focused more on design and first impressions than on scale or personalization, Qwilr delivers clean, visual proposals.
• For the best balance of speed, personalization, interactivity, and scale, choose Storydoc.

The right tool will save you more than just time

Choosing the right AI proposal tool isn’t just about features - it’s about how well the tool fits into your team’s way of working.

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Structure and approvals matter to some teams. Speed and flexibility matter more to others. For some, it’s all about stunning design from the start; for others, it’s building a setup that can scale over time.

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The right choice is the one that helps your team create proposals more easily, share them more confidently, and track what happens after you hit send. It should reduce friction, not add new processes to learn.

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So take a close look at what your team actually needs today - and where you want to be a few months from now. The best tool is the one that supports both.

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