Star Rating
Languages Supported
Pricing Options
Features

Proposal reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Proposal Software

Proposal software is designed to streamline and automate the proposal and request for proposal (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include CRM software, CPQ software, e-signature software, and accounting software.

To qualify for inclusion in the Proposal category, a product must:

Provide a repository of documents and templates which can be used to quickly generate proposals
Integrate with solutions like CRM and CPQ to pull product and customer data
Offer functionality to quickly and efficiently create and send proposals allow edits and feedback during the proposal process, and track changes made
Include analytics to evaluate the efficiency of the proposal process

Top 10 Proposal Software

  • PandaDoc
  • Proposify
  • RFPIO
  • Loopio
  • Qwilr
  • DocSend
  • DealHub.io
  • GetAccept
  • Conga Document Generation
  • RFP360

Compare Proposal Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
Sort By:
Results: 154
View Grid®
Adv. Filters
(669)4.5 out of 5
Optimized for quick response
Entry Level Price:Free

PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Sales teams that

(354)4.7 out of 5
Entry Level Price:$19 Per user per month

Proposify is the online proposal software that gives sales teams control and insight into the most important stage of your sales process: the close. From deal design to sign-off, get the confidence and consistency to dominate your deals. Protect your brand assets and sales docs from inconsistencies and reps going rogue. Create impressive proposals with impactful content and rest assured they will stay accurate and accessible by setting up a solid framework that matches your workflow. Keep your

(270)4.8 out of 5
Optimized for quick response

RFPIO is the leading RFP response management solution and the industry's first AI-enabled RFP software, trusted by some of the world's smartest companies to share knowledge, collaborate, and digitally transform their response processes. Through robust and bi-directional integrations, with an open API, teams can connect their people and improve content quality and accessibility — enabling collaboration without boundaries. RFPIO is the #1 trusted solution for enterprise organizations for streamli

(265)4.7 out of 5
Optimized for quick response

Loopio is the leading RFP Response Management software that helps businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. It all starts with our unique approach to content management, which not only gives your team on-demand access to the information they need to respond to RFPs, but also keeps it up-to-date, organized, and built to scale with your business. Our Intelligent Automation tools eliminate the tedious tasks that slow you down. With

(386)4.5 out of 5
Optimized for quick response
Entry Level Price:$75 per Month

Create the perfect proposal, pitch, sales quote and more. Every Qwilr Page you send has outstanding visual polish, together with intelligent tracking, automation and analytics. Say goodbye to your static PDFs and hello to the impressive sales power of Qwilr. With Qwilr, you can: - Stand out from the crowd: with our easy to use page builder, extensive image and video library, designer-created templates and more, send amazing looking documents that get noticed. - Tell your own branded story: h

(306)4.7 out of 5
Optimized for quick response
Entry Level Price:From $10 user/month

DocSend helps business professionals share and control the content that drives the business forward. DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance and create lightweight virtual deal rooms. Join over 15,000 companies that rely on share and manage sensitive information

(253)4.8 out of 5
Optimized for quick response

DealHub's award-winning CPQ, CLM & Remote Selling platform enables sales teams to build and maintain engaging, personalized dialogue with prospects throughout their buying journey. Operating across the entire sales cycle, DealHub users benefit from real-time buyer intent and sales insights at each stage in the sales process, faster time-to-revenue and the ability to differentiate themselves from their competition. The DealHub Platform includes: * Guided Selling Playbooks * Configure-Price-Q

(334)4.5 out of 5
Entry Level Price:$25

All-in-one platform providing video messaging, document tracking and analytics, proposal creation, contract management and e-signature. Used by sales, HR, customer success, enablement and development teams in over 9500 companies all over the world. Use cases include: Sales : Create video prospecting messages, send trackable sales decks and case studies, engage prospects in real time via live chat, uncover the name and email of all viewers, approval workflows before the documents reach the cli

(484)4.4 out of 5
Optimized for quick response

The best digital documents for every interaction. Zero effort. Create your digital documents error-free, every time with Conga Composer. This document generation tool assures your templated documents will always be built with the right data so your brand will look its best, making spinning up everyday documents easy. Get rid of process roadblocks that slow down your business, and give time back to your teams to work on the important stuff. Leave it to us. Not only was Conga Composer the first

(171)4.4 out of 5
Optimized for quick response

RFP360 designs, develops and delivers RFP and proposal management software that transforms how organizations request information, respond to requests and connect. Customers choose our solution for these key reasons: ● RFP360 provides immediate value, because it offers easy-to-use, practical and purposeful features ● RFP360 improves efficiency through better knowledge management, collaboration and automation ● RFP360 impacts the bottom line as they deliver more effective, consistent and repeatab

(19)4.1 out of 5
Entry Level Price:$18 /mo Annual Membership

AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sound

(253)4.1 out of 5
Optimized for quick response
Entry Level Price:$20 user/month

Nintex Drawloop DocGen® for Salesforce simplifies document creation in Salesforce using the same data and documents you use today, transforming documents into automated business processes that accelerate sales and business results, empowering employees to do more of what they do best. Document generation processes can be activated with the click of a button, by batch, or workflow, with users never having to leave the familiarity of Salesforce. Nintex Drawloop helps you accelerate sales and servi

(43)4.6 out of 5
Optimized for quick response

Qorus is a highly intuitive RFP and proposal management platform that enables Bid and Sales teams to easily locate, create, collaborate on, build, and track their business development content through the buying cycle. Built on Microsoft Azure, Qorus software seamlessly integrates with the full Microsoft Office suite, including Outlook, Word, PowerPoint and OneDrive, as well as Dynamics 365 and Salesforce. Qorus enables you to bring your best minds and content together to create proposals that

(194)4.5 out of 5

ClientPoint formally Paperless Proposal is a cloud-based Sales Enablement and Proposal Generation Solution that allows your sales team the ability to quickly and easily create, send, mange and track, and manage all of your business proposals, contracts, quotes, multimedia eBrochures and more online in minutes. You can add, office word, powerpoint, excel files, pdfs, multimedia videos, websites, google docs and manage your sales reps pipelines reports to see what's in your proposal lifecycle. Wit

(133)4.0 out of 5

Quote | Propose | Close Create proposals that win and quotes that close with ConnectWise Sell, the quote and proposal solution of the ConnectWise Suite. ConnectWise Sell is the all-in-one, cloud based quoting software for IT Solution Providers and Resellers that creates quotes and proposals anywhere, anytime. With a quote and proposal automation solution that ties into ConnectWise, you can manage sales for growth, create professional quotes and proposals in minutes, and automatically update you

(20)4.8 out of 5
Entry Level Price:$75 USD per month

Practice Ignition combines your proposal, contract and client payment in to one smart document. It helps you win more clients, do less admin and streamline your business. Build proposals in seconds that include your terms of service (contract). Collect payments on your proposals for one-off or recurring payments. Monitor and grow your business with the business intelligence dashboard.

(337)4.2 out of 5
Optimized for quick response

Draft it. Negotiate it. Sign it. Nail it. Contracts are a crucial component of every business, but they can slow down progress. They’re often complicated, time consuming, hard to finalize, and even harder to track. With Conga’s intelligent contracts solution, it’s easier than ever to draft, negotiate, approve, store, and analyze every agreement saving you time & allowing you to focus on what matters. Conga’s contract lifecycle management (CLM) software allows you to manage your entire

(74)4.3 out of 5
Entry Level Price:$49 per month, per user

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

(174)4.3 out of 5

Integration | Price | Support | Features With over 86,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more. QuoteWerks is used by companies in almost every i

(222)3.9 out of 5

Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-cha

(91)4.5 out of 5
Optimized for quick response
Entry Level Price:$100 user/month

KBMax is redefining CPQ & ecommerce for companies globally. Our product configurator is the only one that can handle complex business rules, visualization, real-time pricing, CAD automation & integrations. This end-to-end solution results in an awesome buying experience, a faster sales cycle & a more efficient manufacturing process.

(150)4.4 out of 5
Optimized for quick response
Entry Level Price:38 € per user, per month

Oneflow helps you do business faster by automating not only e-signing, but also contract creation, tracking, archiving, and analytics - all in one flow. E-contracts, unlike Word or PDFs, are data-driven, interactive, and responsive (ps: we do support PDFs too). Sales and HR teams have experienced: * Contracts signed 8x faster * Sales cycle time reduced from 45 days to 3 days * Total time spent on contracts reduced by 50% We believe in streamlining the entire contract process to free your contr

(69)4.1 out of 5

As the industry's most secure document collaboration solution for enterprise and government, our clients tell us they are more efficient, more secure, and their teams more engaged when they use Huddle! With Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Hudd

(13)4.8 out of 5

Ombud’s Sales Content Collaboration platform empowers global revenue teams with centralized, contextual, and collaborative sales content so they can respond effectively on every new business opportunity. Global reps need accurate content at their fingertips, and leaders need confidence that what is presented to customers and prospects is the highest possible quality. With Ombud Rx, you can power sales content creation for your sales, pre-sales, proposal, sales operations, and security teams to

(20)4.8 out of 5
Entry Level Price:$29 per month

Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow.

(37)4.4 out of 5
Optimized for quick response

Tacton Configure Price Quote (CPQ) software helps manufacturers use self-service, guided (and remote) selling to accurately configure complex products and services for prospective customers. Tacton’s CPQ solutions help manufacturers ensure correct pricing, deliver personalized and highly customized quotes, and massively accelerate the time it takes a salesperson to create a proposal using spreadsheets. Time-consuming back and forth approval sessions between the customer, the engineering team an

(25)4.8 out of 5
Optimized for quick response

In Mind Cloud's 'Manufacturing X Sales Platform' is the leading End-to-End solution for manufacturers that combines the power of CRM, CPQ, and Commerce within one innovative platform. Discover how Manufacturing X supports your business growth and catapults you ahead of your competition. Reduce your sales cycles and time-to-market while improving margins and deliver the customer excellence that your buyers need. Based on the SAP Cloud Platform our platform is deeply integrated into manufacturi

(64)4.2 out of 5

RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. Our platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. With over 25 years of innovation under our belt, we know what it takes to build long-lasting, valuable, efficient solutions. Trusted by glo

(23)4.7 out of 5
Optimized for quick response

XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more.

(64)4.4 out of 5
Optimized for quick response

Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendav

Select Grid® View
Select Company Size
G2 Grid® for Proposal
Filter Grid®
Filter Grid®
Select Grid® View
Select Company Size
Check out the G2 Grid® for the top Proposal Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
Leaders
High Performers
Contenders
Niche
Conga Document Generation
Oracle CPQ
Huddle
ClientPoint
Proposable
ConnectWise Sell
Qvidian
Tacton
KBMax
Nintex Drawloop DocGen® for Salesforce
QuoteWerks
PandaDoc
Loopio
Proposal Kit
Privia
SmartDocs
XaitPorter
Qorus
Bidsketch
RocketDocs
Practice Ignition
RFP360
Proposify
Nusii
Vendavo
DocSend
Qwilr
Conga Contracts
Pricefx
GetAccept
DealHub.io
RFPIO
Better Proposals
Oneflow
AND.CO
Ombud
Recapped.io
SalesRight
Manufacturing X Sales Platform
Market Presence
Satisfaction

Learn More About Proposal Software

What is Proposal Software?

Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign.

In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails.

What Types of Proposal Software Exist?

Cloud-based proposal software

Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call

On-premise proposal software

An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal.

What are the Common Features of Proposal Software?

The following are some core features within proposal software that can help users in various ways:

Document builder interface: Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses.

Collaboration: Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software.

Assembly and approval workflows: A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval.

Analytics: Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future.

What are the Benefits of Proposal Software?

Speeds up proposal time: Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal.

Improved collaboration: In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines.

Who Uses Proposal Software?

Sales teams: Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal.

Marketing teams: A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more.

Proposal managers: Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines.

What are the Alternatives to Proposal Software?

CPQ software: Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features.

Software Related to Proposal Software

Related solutions that can be used together with proposal software include:

CRM software: Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software.

CPQ software: Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother.

E-signature software: E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company

Challenges with Proposal Software

Shifting from legacy systems: Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software.

Which Companies Should Buy Proposal Software?

Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team.

How to Buy Proposal Software

Requirements Gathering (RFI/RFP) for Proposal Software

Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software.

Compare Proposal Software Products

Create a long list

Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality:

  • E-signature
  • Template creation
  • Media support for images, audio, and video
  • Analytics
  • Collaboration
  • Quote management
  • Contract management
  • Payment integrations
  • Assembly and approval workflows

Create a short list

Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM.

Conduct demos

Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly.

Selection of Proposal Software

Choose a selection team

The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software.

Negotiation

When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative.

Final decision

After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved.

What Does Proposal Software Cost?

As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay.

The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month. 

Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms. 

Return on Investment (ROI)

Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020:

  • 55% of buyers see an ROI in 6 months or less
  • 28% of buyers see an ROI in 7-12 months
  • 10% of buyers see an ROI in 13-24 months
  • 7% of all other buyers see an ROI from 24 months onwards

Implementation of Proposal Software

How is Proposal Software Implemented?

Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages:

  • Software installation
  • Process review and needs analysis
  • Design, configuration, and integrations
  • Training 
  • Post-implementation support 

During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.

Published: