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9 Best Sales Enablement Software for Proposals & Document Tracking in 2025

Deqian Jia
Deqian Jia
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Sales EnablementProposalsDocument TrackingAnalytics

Sales teams using document tracking close deals 28% faster and achieve 19% higher win rates, according to Salesforce research. Yet Gartner surveys show 63% of B2B sales reps still send proposals as basic email attachments—losing visibility into prospect engagement, missing follow-up signals, and wondering why deals stall.

Peony provides complete sales enablement: page-level analytics show exactly what prospects read, real-time notifications alert when proposals are viewed, custom branding creates professional experiences, and AI-powered insights identify hot prospects. Purpose-built for modern sales teams.

Here are the 9 best sales enablement platforms for 2025.

Quick Comparison

FeaturePeonyPandaDocProposifyDocSendGetAccept
Link-based sharing✅✅✅✅✅
Custom domain✅❌❌❌❌
Page-by-page analytics✅✅✅✅✅
AI proposal generation✅✅❌❌❌
Built-in eSignatures✅✅✅❌✅
Free plan✅❌❌❌✅
Starting price$0$35/user$29/user$15/user$0

What Sales Enablement Software Should Do

Essential capabilities:

Proposal creation:

  • Professional templates
  • Drag-and-drop editors
  • Brand consistency
  • Dynamic content

Engagement tracking:

  • View notifications
  • Page-by-page analytics
  • Time spent per section
  • Return visit tracking

Deal acceleration:

  • Built-in eSignatures
  • Interactive pricing
  • CRM integration
  • Automated follow-ups

Team collaboration:

  • Internal commenting
  • Approval workflows
  • Template libraries
  • Performance analytics

1. Peony - Best Overall for Modern Sales Teams

Website: https://peony.ink

Best for: Sales teams needing proposal tracking, security, and professional branding

Key features:

Comprehensive analytics:

  • Page-level engagement tracking
  • Viewer identification
  • Time spent analytics
  • Access pattern insights
  • Real-time notifications

Professional presentation:

  • Custom branded domain (yourcompany.peony.ink)
  • White-label viewing experience
  • Mobile-optimized design
  • Fast page loads

Security and control:

  • Email verification required
  • Dynamic watermarks
  • Screenshot protection
  • Link expiration
  • Download controls
  • Access revocation

AI capabilities:

  • Intelligent document organization
  • Auto-generated summaries
  • Engagement scoring
  • Follow-up recommendations

Pricing:

  • Free: Core features, unlimited proposals
  • Pro: $20/user/month - Advanced analytics
  • Business: $40/user/month - Team features, custom branding
  • Enterprise: Custom - White-label, API access

Why it wins: Only platform combining enterprise security, AI intelligence, and professional branding at startup-friendly pricing.

2. PandaDoc - Best for E-Signature Workflows

Website: pandadoc.com

Best for: Teams prioritizing built-in e-signatures and document automation

Key features:

  • Extensive template library (1,000+ templates)
  • Drag-and-drop document builder
  • Native eSignature functionality
  • Automated approval workflows
  • CRM integrations (Salesforce, HubSpot, Pipedrive)
  • Payment collection integration
  • Robust analytics dashboard

Limitations:

  • No custom domain branding
  • Higher price point ($35-65/user/month)
  • Limited free plan
  • Complex for simple use cases

Pricing:

  • Essentials: $35/user/month
  • Business: $65/user/month
  • Enterprise: Custom pricing

Best use case: Enterprise sales teams with complex document workflows needing e-signatures.

3. Proposify - Best for Interactive Proposals

Website: proposify.com

Best for: Sales teams creating visually impressive, interactive proposals

Key features:

  • Beautiful, modern templates
  • Interactive pricing tables
  • Real-time collaboration
  • Content library management
  • Proposal analytics
  • Built-in eSignatures
  • CRM integration
  • Team performance metrics

Limitations:

  • Expensive ($29-59/user/month)
  • No free plan
  • Limited security features
  • No custom domain

Pricing:

  • Team: $29/user/month
  • Business: $59/user/month
  • Enterprise: Custom

Best use case: Marketing agencies and consultancies needing impressive visual proposals.

4. DocSend - Best for Detailed View Analytics

Website: docsend.com

Best for: Teams obsessed with engagement metrics (owned by Dropbox)

Key features:

  • Page-by-page viewing analytics
  • Viewer identification
  • Link tracking and management
  • Access permissions
  • NDA workflow
  • Dropbox integration
  • Version control
  • Detailed reporting

Limitations:

  • No e-signature functionality
  • No proposal templates
  • Expensive ($15-250/month)
  • Limited branding options
  • No AI features

Pricing:

  • Personal: $15/month
  • Standard: $65/month
  • Advanced: $250/month

Best use case: Investment firms tracking pitch deck engagement, fundraising.

5. GetAccept - Best for Sales Engagement

Website: getaccept.com

Best for: Sales teams wanting video messaging with proposals

Key features:

  • Video messaging in proposals
  • Engagement tracking
  • Built-in chat
  • E-signatures
  • Meeting scheduling
  • CRM integration (Salesforce, HubSpot)
  • Mobile app
  • Sales analytics

Limitations:

  • No custom branding
  • Complex pricing tiers
  • Video can be gimmicky
  • Limited security controls

Pricing:

  • Free: Basic features
  • Professional: Contact for pricing
  • Enterprise: Custom

Best use case: Outbound sales teams using video for personalization.

6. Better Proposals - Best for Freelancers

Website: betterproposals.io

Best for: Freelancers and small agencies needing simple proposal software

Key features:

  • Simple, clean templates
  • Basic tracking
  • E-signatures
  • Payment integration (Stripe, PayPal)
  • Custom branding
  • Content library

Limitations:

  • Basic analytics
  • Limited collaboration
  • No advanced security
  • Fewer integrations

Pricing:

  • $29/month per user

Best use case: Freelancers, consultants, small agencies with straightforward needs.

7. Qwilr - Best for Web-Based Proposals

Website: qwilr.com

Best for: Teams wanting modern, web-page style proposals

Key features:

  • Beautiful web-based proposals (not PDFs)
  • Mobile-responsive design
  • Interactive pricing
  • Basic analytics
  • E-signatures
  • CRM integration
  • Accept payments

Limitations:

  • Not traditional document format
  • Limited tracking detail
  • Expensive ($35-75/user/month)
  • No custom domain
  • Learning curve for non-web formats

Pricing:

  • Business: $35/user/month
  • Enterprise: $75/user/month

Best use case: Creative agencies, SaaS companies wanting modern proposal format.

8. Nusii - Best for Agencies

Website: nusii.com

Best for: Creative and digital agencies managing multiple proposals

Key features:

  • Agency-focused templates
  • Team collaboration
  • Proposal status tracking
  • Conversion rate analytics
  • Content library
  • Custom branding

Limitations:

  • Basic tracking
  • No e-signatures (requires integration)
  • Limited integrations
  • Smaller feature set

Pricing:

  • Solo: $29/month (1 user)
  • Studio: $49/month (3 users)
  • Agency: $99/month (unlimited)

Best use case: Small agencies with high proposal volume.

9. Bidsketch - Best Budget Option

Website: bidsketch.com

Best for: Budget-conscious teams needing basic proposal functionality

Key features:

  • Simple templates
  • Basic tracking
  • E-signatures
  • Content library
  • Fee calculator
  • Client portal

Limitations:

  • Very basic analytics
  • Dated interface
  • Limited customization
  • Few integrations

Pricing:

  • Solo: $15/month
  • Team: $29/month
  • Business: $49/month

Best use case: Solopreneurs and small businesses on tight budgets.

Feature Comparison

Analytics Capabilities

Most detailed tracking:

  1. Peony - Page-level + AI insights
  2. DocSend - Page-level + heatmaps
  3. PandaDoc - Good analytics
  4. Proposify - Basic analytics
  5. Others - Limited tracking

Security Features

Highest security:

  1. Peony - Watermarks, screenshot protection, verification
  2. DocSend - NDA workflows, access controls
  3. PandaDoc - Basic permissions
  4. Others - Minimal security

Ease of Use

Most intuitive:

  1. Peony - Modern, fast interface
  2. GetAccept - Simple workflow
  3. Better Proposals - Clean design
  4. Qwilr - Web-native
  5. PandaDoc - Feature-rich but complex

Use Case Recommendations

For B2B SaaS startups: Peony - Security, branding, analytics at startup pricing

For enterprise sales organizations: PandaDoc or Proposify - Comprehensive features, proven at scale

For fundraising/investor relations: Peony or DocSend - Track engagement, protect sensitive materials

For agencies and consultancies: Proposify or Qwilr - Impressive visual proposals, interactive elements

For solopreneurs: Bidsketch or Better Proposals - Affordable, straightforward

Integration Ecosystem

CRM integrations (most important):

Salesforce: PandaDoc, GetAccept, Proposify, DocSend
HubSpot: PandaDoc, GetAccept, Proposify, Peony
Pipedrive: PandaDoc, GetAccept
API access: Peony (Business+), PandaDoc (Enterprise), DocSend

Migration Considerations

Moving from email attachments:

  1. Start with high-value prospects
  2. Train team on new workflow (30 minutes)
  3. Create template library
  4. Integrate with CRM
  5. Measure impact on close rates

Expected improvements:

  • 28% faster deal velocity
  • 19% higher win rates
  • 3-5x more prospect insights
  • Professional brand impression
  • Complete audit trail

Common Mistakes to Avoid

Mistake 1: Over-complicated proposals

  • Keep it focused, scannable, action-oriented

Mistake 2: Ignoring analytics

  • Track engagement to prioritize follow-ups
  • Adjust content based on what prospects read

Mistake 3: Generic proposals

  • Personalize beyond "Dear [Name]"
  • Reference specific prospect needs

Mistake 4: No clear next steps

  • Include obvious call-to-action
  • Make it easy to say yes (scheduling, signatures)

Mistake 5: Sending and forgetting

  • Follow up strategically based on engagement
  • Unengage prospects = low priority

Measuring Sales Enablement ROI

Track these metrics:

Efficiency:

  • Time to create proposal (50% reduction typical)
  • Sales rep productivity (15-25% improvement)
  • Proposal volume per rep

Effectiveness:

  • Proposal-to-close conversion rate
  • Average deal size
  • Sales cycle length
  • Win rate by proposal type

Engagement:

  • Proposal view rate (>80% good)
  • Pages viewed (>60% good)
  • Time spent (5+ minutes good)
  • Return visits (strong signal)

Why Peony for Sales Enablement

Peony is the only platform combining:

Enterprise security: Watermarks, screenshot protection, verification
Complete analytics: Page-level tracking, AI insights, engagement scoring
Professional branding: Custom domain, white-label, mobile-optimized
Startup pricing: Free tier, affordable plans, transparent pricing

Result: Close deals faster with complete visibility and professional presentation.

Conclusion

Modern sales enablement software transforms how teams create, share, and track proposals. While traditional email attachments offer zero visibility, platforms like Peony provide complete analytics, professional branding, and security features that accelerate deals and protect sensitive information.

The right platform depends on your specific needs: e-signature priority (PandaDoc), visual impact (Proposify), detailed analytics (DocSend, Peony), or budget constraints (Bidsketch). However, for most modern sales teams, comprehensive platforms offering security, analytics, and branding deliver the best results.

Accelerate your sales process: Try Peony

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