7 Best Concord Proposal Software Alternatives for Agencies

Posted by Didi Inuk | April 19, 2023 | All, proposals

Business proposals are a great way to turn leads into sales and offer your clients new things. Apart from that, you can use them to make your customers feel more special and stay loyal to your business.

However, it’s too time-consuming to spend your days making custom proposals for all your clients without help. 

Fortunately, business owners can use proposal software such as Concord to get the job done faster. 

If you are looking for alternatives to Concord, you’ve landed on the right page. Here, you will find the seven best Concord alternatives in 2023.  

What Is Concord?

Concord is a business proposal software you can use to create, edit, and manage all the proposals you want to send your customers. 

This software includes features such as a proposal editor, predefined editor snippets, predefined editor templates, and more. 

The best thing about Concord is you can use it to make trackable proposals with an e-signature. That will take a lot of paperwork off your plate. 

You can also use Concord to send proposals and manage them all in one platform.  

What Are the Seven Best Concord Alternatives? 

Although Concord is an excellent marketing tool with several proposal templates, you should explore all the options available online before paying for a subscription. 

We want to help you make the best decision you can. These are the seven best Concord alternatives for agencies: 

#1 Prospero 

The reason Prospero is the best marketing tool on this list is you can use it to create beautiful-looking business proposals in a few minutes. 

This software simplifies the proposal-designing process and guides you while making your proposals. Once you are done with them, you can send them to your clients through the same platform and track them. 

Tracking your proposals tells you how engaging they are and how to improve them.

Naturally, Prospero includes digital signatures to optimize your proposals and email notifications. If you don’t feel like making a proposal from scratch, you can edit the templates this platform gives you. 

There’s no need to stop using the marketing tools you used to work with since Prospero offers seamless integrations with the most common platforms online. Some of them include Stripe, Zapier, QuickBooks, and Wix. 

Thanks to those integrations, you can manage everything related to your marketing campaigns on the same software. 

Prospero understands not everyone is ready to pay for a service without trying it first, so you can use its 14-day free trial to see if it works for you. Clients don’t need a credit card for the trial. 

You don’t need to worry about spending a fortune on Prospero, though. The $10/mo plan gives you access to unlimited proposal templates.

#2 Proposify 

Proposify helps you create killer proposals while coordinating them all seamlessly. While many platforms use basic templates and encourage you to customize them, Proposify offers ready-to-send templates for your clients. 

Needless to say, you can customize those templates if you want to. 

Besides proposals, you can use Proposify to create contracts and quotes. The whole purpose of this platform is to get all your sales, marketing, and operation management tools in one place. 

You can try this software for free without using a credit card. However, if you want to keep using it in the long term, you’ll need to pay for one of its pricing plans. 

The only drawback to using Proposify is that it’s more expensive than other alternatives on the list. If you want to pay for its most affordable plan, you’ll have to pay $49/mo.  

That plan works for small to medium size companies, but bigger enterprises would need the most expensive one, which costs $129 per month. 

#3 PandaDoc  

PandaDoc is one of the most mainstream Concord alternatives on the market, and that popularity comes from how good it is.

You can use PandaDoc from your smartphone, as it has mobile compatibility for iOS and Android devices. This software is not expensive since you only need to either pay $19/mo or $39/mo per user, depending on the plan you choose. 

Naturally, the $39 plan offers more integrations and additional features. 

Regardless of the pricing plan you pick, PandaDoc lets you create customized business proposals from scratch or from an original proposal you need to edit. 

Collaboration is essential for any kind of workspace, so this proposal software also includes smart collaboration tools and a content library. PandaDoc gives you all those things to make sure you have everything they need. 

When you start using PandaDoc, you can customize its notifications to know when clients open your proposal and all the time they spend reading it.  

#4 Lancelot 

Lancelot is not as mainstream as other options on this list, but it gives you everything you need to make appealing proposals for your clients. The main priority of this software is to help you get more leads. 

Making business proposals with Lancelot is simple, even if you are not an expert in proposal design or marketing. This process shouldn’t take more than a few minutes. 

Similar to other business proposal platforms, you can send your proposals to potential clients through this software. 

What makes Lancelot stand out from other platforms is how it updates you on what happens after you send a proposal. You can use its real-time updates to know when a client opens a proposal. 

When a client gets a proposal made with Prospero, they can sign it and accept it through the same platform. That helps you save the time normally use to scan, send, and receive physical documents. 

If you want to try Lancelot, you can use its 14-day free trial. People working on a budget can also enjoy this software’s features since you only need to pay $20/mo for its subscription. 

#5 Better Proposals 

Better Proposals is one of the most popular business template platforms available online. This software focuses on speeding up the sales process by helping you do everything you need as fast as you can. 

Apart from just making appealing proposals for your clients, you can use this marketing tool to collaborate with your team and coordinate your ongoing campaigns. That includes tracking features. 

You don’t need to worry about handling physical documents thanks to the digital signatures Better Proposals offers. Besides that, it includes real-time notifications to tell you when a client opens a proposal and when they answer it. 

Automation is the key to speeding up the conversion process. This software lets you automate quotes and receive payments when clients agree with your terms. 

Using Better Proposals won’t cost you a lot of money, regardless of the plan you go for. You can choose the Starter Plan ($19/mo), Premium Plan ($29/mo), or Enterprise Plan ($49/mo). 

However, you can first go through a 14-day free trial to see if the software works. 

#6 Honeybook 

The thing about sending business proposals is the work doesn’t end after you send it. You need to track how the proposal goes, how much clients take to respond, and the answer they give you. 

Honeybook helps you do all those things, so you can manage all your business projects in the same place. That includes booking new clients, sending invoices, and getting payments.

It’s worth noting that Honeybook’s features are made to help small businesses. Nonetheless, they also work for bigger companies. 

This platform has excellent integrations too. 

You can either pay for Honeybook’s Unlimited monthly plan ($39/mo) or the yearly one ($390/y). 

#7 FlippingBook 

One of the main struggles of online marketers is not knowing when to follow up or how to do it. FlippingBook helps you create professional business proposals and tells you how to do that too. 

Sharing your proposals is easier than ever with this proposal template since you only need to share it as a trackable link from the company. You can integrate additional marketing tools if your team used them to work. 

However, FlippingBook gives you branding and document analytics features, so you don’t need to look for other platforms that do that for you. 

Final Thoughts 

It’s essential to pick the right proposal software for your company to make sure you send your clients professional-looking documents they won’t reject. 

The average team wins 44% of their business proposals. You can increase that number if you use the right tool for making your company’s. 

Investing in decent proposal software is a profitable investment in the long term. If you win more proposals, you’ll get more sales, so you’ll receive more money at the end of the day. 

All the options we showed on this page are excellent business proposal software, so pick the one you like best. Prospero is the overall best one for those who are looking for an engaging and intuitive platform.


Idongesit ‘Didi’ Inuk is a Content Marketer at Prospero. She has a passion for leveraging content to drive meaningful conversations and help her clients reach their goals. When she's not creating content, Didi spends her time reading, watching series, or trying new cuisines.