Best Proposal Software

Blue Bowen
BB
Researched and written by Blue Bowen

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

Best Proposal Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
Best Free 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.

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232 Listings in Proposal Available
(2,602)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Proposal software
View top Consulting Services for PandaDoc
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 73% Small-Business
    • 23% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • PandaDoc is a document management system that allows users to create, share, and track documents, and also provides e-signature capabilities.
    • Reviewers frequently mention the ease of use, the ability to create quotes quickly, the seamless integration with other platforms like Salesforce and HubSpot, and the real-time tracking of document engagement.
    • Users mentioned performance issues such as slowness and glitches, limitations in editing features, difficulties in organizing documents, and occasional problems with notifications and customer support.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PandaDoc Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    395
    Document Management
    212
    E-Signatures
    178
    Simple
    177
    Intuitive
    154
    Cons
    Missing Features
    78
    Signature Issues
    54
    Document Management
    50
    Editing Difficulty
    45
    Difficult Editing
    44
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PandaDoc features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    8.7
    Template Creation and Flexibility
    Average: 8.6
    8.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    PandaDoc
    Company Website
    Year Founded
    2011
    HQ Location
    San Francisco, CA
    Twitter
    @pandadoc
    19,079 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    782 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 73% Small-Business
  • 23% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • PandaDoc is a document management system that allows users to create, share, and track documents, and also provides e-signature capabilities.
  • Reviewers frequently mention the ease of use, the ability to create quotes quickly, the seamless integration with other platforms like Salesforce and HubSpot, and the real-time tracking of document engagement.
  • Users mentioned performance issues such as slowness and glitches, limitations in editing features, difficulties in organizing documents, and occasional problems with notifications and customer support.
PandaDoc Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
395
Document Management
212
E-Signatures
178
Simple
177
Intuitive
154
Cons
Missing Features
78
Signature Issues
54
Document Management
50
Editing Difficulty
45
Difficult Editing
44
PandaDoc features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
8.7
Template Creation and Flexibility
Average: 8.6
8.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
PandaDoc
Company Website
Year Founded
2011
HQ Location
San Francisco, CA
Twitter
@pandadoc
19,079 Twitter followers
LinkedIn® Page
www.linkedin.com
782 employees on LinkedIn®
(1,101)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation

    Users
    • Proposal Manager
    • Proposal Writer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 37% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Responsive, formerly RFPIO Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    211
    Features
    121
    Efficiency
    97
    Intuitive
    83
    Response Management
    75
    Cons
    Missing Features
    44
    Learning Curve
    34
    Not Intuitive
    30
    Inefficient Search Functionality
    26
    Difficult Learning
    24
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Responsive, formerly RFPIO features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.1
    Template Creation and Flexibility
    Average: 8.6
    8.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2016
    HQ Location
    Beaverton, Oregon
    Twitter
    @responsiveio
    1,883 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    612 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation

Users
  • Proposal Manager
  • Proposal Writer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 37% Enterprise
Responsive, formerly RFPIO Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
211
Features
121
Efficiency
97
Intuitive
83
Response Management
75
Cons
Missing Features
44
Learning Curve
34
Not Intuitive
30
Inefficient Search Functionality
26
Difficult Learning
24
Responsive, formerly RFPIO features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.1
Template Creation and Flexibility
Average: 8.6
8.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Company Website
Year Founded
2016
HQ Location
Beaverton, Oregon
Twitter
@responsiveio
1,883 Twitter followers
LinkedIn® Page
www.linkedin.com
612 employees on LinkedIn®

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(1,107)4.6 out of 5
Optimized for quick response
12th Easiest To Use in Proposal software
Save to My Lists
Entry Level Price:$35.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and fle

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 85% Small-Business
    • 14% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Proposify is a proposal creation and management platform that allows users to craft customized proposals, track client engagement, and integrate with CRM systems.
    • Reviewers frequently mention the user-friendly interface, visually appealing templates, and the ability to track client engagement with proposals as key benefits of Proposify.
    • Users experienced issues with text formatting, occasional difficulties with client access to proposal links, and a learning curve for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Proposify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    159
    Templates
    88
    Proposal Management
    69
    Ease of Creation
    62
    Easy Creation
    60
    Cons
    Difficult Editing
    46
    Editing Difficulties
    38
    Limited Customization
    37
    Template Issues
    36
    Formatting Issues
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Proposify features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    8.5
    Template Creation and Flexibility
    Average: 8.6
    8.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Proposify
    Company Website
    Year Founded
    2012
    HQ Location
    Halifax
    Twitter
    @proposify
    4,497 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    74 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and fle

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 85% Small-Business
  • 14% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Proposify is a proposal creation and management platform that allows users to craft customized proposals, track client engagement, and integrate with CRM systems.
  • Reviewers frequently mention the user-friendly interface, visually appealing templates, and the ability to track client engagement with proposals as key benefits of Proposify.
  • Users experienced issues with text formatting, occasional difficulties with client access to proposal links, and a learning curve for new users.
Proposify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
159
Templates
88
Proposal Management
69
Ease of Creation
62
Easy Creation
60
Cons
Difficult Editing
46
Editing Difficulties
38
Limited Customization
37
Template Issues
36
Formatting Issues
28
Proposify features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
8.5
Template Creation and Flexibility
Average: 8.6
8.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Proposify
Company Website
Year Founded
2012
HQ Location
Halifax
Twitter
@proposify
4,497 Twitter followers
LinkedIn® Page
www.linkedin.com
74 employees on LinkedIn®
(710)4.7 out of 5
Optimized for quick response
6th Easiest To Use in Proposal software
View top Consulting Services for DealHub.io
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DealHub is a comprehensive quote-to-revenue solution designed to assist sales organizations in managing their pricing strategies and deal processes seamlessly. With its no-code architecture, DealHub c

    Users
    • Sales Operations Manager
    • Revenue Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 67% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DealHub is a sales platform that streamlines business processes, improves sales KPIs, and offers seamless integration with other core systems.
    • Reviewers frequently mention the platform's flexibility, customization options, and the efficiency it brings to sales processes, along with the excellent customer support provided by the DealHub team.
    • Users mentioned occasional slow loading times, complex setup for highly personalized configurations, and limitations in integration with other tools as areas for improvement.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DealHub.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    136
    Ease of Use
    114
    Integrations
    95
    Efficiency
    87
    Customization
    85
    Cons
    Limited Customization
    40
    Learning Curve
    39
    Missing Features
    39
    Access Limitations
    28
    Steep Learning Curve
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DealHub.io features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    9.3
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    9.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    4,022 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DealHub is a comprehensive quote-to-revenue solution designed to assist sales organizations in managing their pricing strategies and deal processes seamlessly. With its no-code architecture, DealHub c

Users
  • Sales Operations Manager
  • Revenue Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 67% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DealHub is a sales platform that streamlines business processes, improves sales KPIs, and offers seamless integration with other core systems.
  • Reviewers frequently mention the platform's flexibility, customization options, and the efficiency it brings to sales processes, along with the excellent customer support provided by the DealHub team.
  • Users mentioned occasional slow loading times, complex setup for highly personalized configurations, and limitations in integration with other tools as areas for improvement.
DealHub.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
136
Ease of Use
114
Integrations
95
Efficiency
87
Customization
85
Cons
Limited Customization
40
Learning Curve
39
Missing Features
39
Access Limitations
28
Steep Learning Curve
28
DealHub.io features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
9.3
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
4,022 Twitter followers
LinkedIn® Page
www.linkedin.com
241 employees on LinkedIn®
(937)4.6 out of 5
Optimized for quick response
4th Easiest To Use in Proposal software
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to sign

    Users
    • Sales Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Small-Business
    • 39% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • GetAccept is a tool designed to streamline the contract creation and management process, providing a user-friendly interface for collaboration between clients and sales teams.
    • Reviewers frequently mention the ease of use, the ability to create and manage contracts efficiently, and the positive impact on their sales process, particularly praising the centralized deal rooms and seamless integration with other platforms like Salesforce and Hubspot.
    • Reviewers noted some limitations with the platform, such as a lack of flexibility in editing contracts, occasional interface clutter, and the need for more intuitive features and improvements in user experience.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • GetAccept Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    130
    Customer Support
    75
    Helpful
    54
    Features
    44
    Document Management
    42
    Cons
    Missing Features
    19
    Signature Issues
    14
    Limited Features
    13
    E-Signature Issues
    12
    Integration Issues
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GetAccept features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.5
    Assembly and Approval Workflows
    Average: 8.6
    8.2
    Template Creation and Flexibility
    Average: 8.6
    8.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    Palo Alto, CA
    Twitter
    @getaccept
    1,584 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    175 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to sign

Users
  • Sales Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Small-Business
  • 39% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • GetAccept is a tool designed to streamline the contract creation and management process, providing a user-friendly interface for collaboration between clients and sales teams.
  • Reviewers frequently mention the ease of use, the ability to create and manage contracts efficiently, and the positive impact on their sales process, particularly praising the centralized deal rooms and seamless integration with other platforms like Salesforce and Hubspot.
  • Reviewers noted some limitations with the platform, such as a lack of flexibility in editing contracts, occasional interface clutter, and the need for more intuitive features and improvements in user experience.
GetAccept Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
130
Customer Support
75
Helpful
54
Features
44
Document Management
42
Cons
Missing Features
19
Signature Issues
14
Limited Features
13
E-Signature Issues
12
Integration Issues
12
GetAccept features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.5
Assembly and Approval Workflows
Average: 8.6
8.2
Template Creation and Flexibility
Average: 8.6
8.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Company Website
Year Founded
2015
HQ Location
Palo Alto, CA
Twitter
@getaccept
1,584 Twitter followers
LinkedIn® Page
www.linkedin.com
175 employees on LinkedIn®
(77)4.7 out of 5
10th Easiest To Use in Proposal software
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From proposals to payments, Ignition simplifies every step—empowering professional services to sell, bill, and get paid. Automate agreements, billing, payment collection and workflows to boost efficie

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 92% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ignition Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Customer Support
    23
    Proposal Management
    20
    Time-saving
    17
    Easy Payments
    16
    Cons
    Expensive
    8
    Missing Features
    7
    Payment Issues
    6
    Billing Issues
    5
    Learning Curve
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ignition features and usability ratings that predict user satisfaction
    9.1
    Ease of Use
    Average: 8.9
    9.0
    Assembly and Approval Workflows
    Average: 8.6
    9.2
    Template Creation and Flexibility
    Average: 8.6
    9.1
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ignition
    Year Founded
    2011
    HQ Location
    Chippendale, Australia
    Twitter
    @ignitionapp
    11,451 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    270 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From proposals to payments, Ignition simplifies every step—empowering professional services to sell, bill, and get paid. Automate agreements, billing, payment collection and workflows to boost efficie

Users
No information available
Industries
  • Accounting
Market Segment
  • 92% Small-Business
  • 5% Mid-Market
Ignition Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Customer Support
23
Proposal Management
20
Time-saving
17
Easy Payments
16
Cons
Expensive
8
Missing Features
7
Payment Issues
6
Billing Issues
5
Learning Curve
5
Ignition features and usability ratings that predict user satisfaction
9.1
Ease of Use
Average: 8.9
9.0
Assembly and Approval Workflows
Average: 8.6
9.2
Template Creation and Flexibility
Average: 8.6
9.1
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Ignition
Year Founded
2011
HQ Location
Chippendale, Australia
Twitter
@ignitionapp
11,451 Twitter followers
LinkedIn® Page
www.linkedin.com
270 employees on LinkedIn®
(763)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Proposal software
Save to My Lists
20% off: $31/user per month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Increase deal velocity, get buyer insights from content, and give reps more time to sell. How? Turn sales material into beautiful, automated web pages. Build a memorable sales experience with the pe

    Users
    • Account Executive
    • CEO
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 83% Small-Business
    • 15% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Qwilr is a proposal software that allows users to create, send, and track professional proposals.
    • Reviewers appreciate Qwilr's intuitive interface, built-in templates, and integrations with various tools, which streamline the proposal creation process and enhance the overall look and feel of their proposals.
    • Reviewers noted some limitations with Qwilr, such as issues with the PDF export feature, the proposal creator being confusing to use at times, and the need for more third-party app integrations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Qwilr Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    54
    Customer Support
    37
    Simple
    29
    Proposal Management
    28
    Easy Creation
    25
    Cons
    Limited Customization
    20
    Layout Issues
    14
    Missing Features
    14
    Limited Editing Capabilities
    12
    Limited Features
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Qwilr features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.2
    Template Creation and Flexibility
    Average: 8.6
    7.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Qwilr
    Company Website
    Year Founded
    2014
    HQ Location
    Redfern, New South Wales
    Twitter
    @Qwilr
    2,614 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Increase deal velocity, get buyer insights from content, and give reps more time to sell. How? Turn sales material into beautiful, automated web pages. Build a memorable sales experience with the pe

Users
  • Account Executive
  • CEO
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 83% Small-Business
  • 15% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Qwilr is a proposal software that allows users to create, send, and track professional proposals.
  • Reviewers appreciate Qwilr's intuitive interface, built-in templates, and integrations with various tools, which streamline the proposal creation process and enhance the overall look and feel of their proposals.
  • Reviewers noted some limitations with Qwilr, such as issues with the PDF export feature, the proposal creator being confusing to use at times, and the need for more third-party app integrations.
Qwilr Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
54
Customer Support
37
Simple
29
Proposal Management
28
Easy Creation
25
Cons
Limited Customization
20
Layout Issues
14
Missing Features
14
Limited Editing Capabilities
12
Limited Features
10
Qwilr features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.2
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Qwilr
Company Website
Year Founded
2014
HQ Location
Redfern, New South Wales
Twitter
@Qwilr
2,614 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
(623)4.7 out of 5
Optimized for quick response
14th Easiest To Use in Proposal software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Loopio helps businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more, helping automate and streamline this manual and time-consuming process. It a

    Users
    • Proposal Manager
    • Proposal Writer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Loopio Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    53
    Efficiency
    32
    Features
    31
    Time-saving
    22
    Content Library
    20
    Cons
    Learning Curve
    12
    Missing Features
    11
    Time-Consuming
    11
    Limited Features
    10
    Limitations
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Loopio features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.9
    8.9
    Assembly and Approval Workflows
    Average: 8.6
    8.1
    Template Creation and Flexibility
    Average: 8.6
    8.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    Toronto
    Twitter
    @loopioinc
    1,761 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    281 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Loopio helps businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more, helping automate and streamline this manual and time-consuming process. It a

Users
  • Proposal Manager
  • Proposal Writer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 31% Enterprise
Loopio Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
53
Efficiency
32
Features
31
Time-saving
22
Content Library
20
Cons
Learning Curve
12
Missing Features
11
Time-Consuming
11
Limited Features
10
Limitations
9
Loopio features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.9
8.9
Assembly and Approval Workflows
Average: 8.6
8.1
Template Creation and Flexibility
Average: 8.6
8.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Company Website
Year Founded
2014
HQ Location
Toronto
Twitter
@loopioinc
1,761 Twitter followers
LinkedIn® Page
www.linkedin.com
281 employees on LinkedIn®
(446)4.7 out of 5
8th Easiest To Use in Proposal software
Save to My Lists
20% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choos

    Users
    • Executive Assistant
    • Student
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 60% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • RELAYTO Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    175
    Quality
    97
    Easy Creation
    95
    Features
    94
    Ease of Creation
    87
    Cons
    Learning Curve
    68
    Learning Difficulty
    58
    Steep Learning Curve
    48
    Initial Difficulty
    38
    Initial Usage Difficulty
    32
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • RELAYTO features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 8.9
    9.4
    Assembly and Approval Workflows
    Average: 8.6
    9.6
    Template Creation and Flexibility
    Average: 8.6
    9.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Relayto
    Year Founded
    2023
    HQ Location
    San Francisco , California
    Twitter
    @relayter
    2,390 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choos

Users
  • Executive Assistant
  • Student
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 60% Small-Business
  • 24% Mid-Market
RELAYTO Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
175
Quality
97
Easy Creation
95
Features
94
Ease of Creation
87
Cons
Learning Curve
68
Learning Difficulty
58
Steep Learning Curve
48
Initial Difficulty
38
Initial Usage Difficulty
32
RELAYTO features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 8.9
9.4
Assembly and Approval Workflows
Average: 8.6
9.6
Template Creation and Flexibility
Average: 8.6
9.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Relayto
Year Founded
2023
HQ Location
San Francisco , California
Twitter
@relayter
2,390 Twitter followers
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
(112)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps

    Users
    No information available
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 60% Enterprise
    • 32% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Upland Qvidian Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Document Management
    29
    Features
    24
    Content Library
    17
    Customer Support
    17
    Cons
    Limited Features
    15
    Feature Usability
    12
    Difficult Learning
    8
    Upload Issues
    8
    Complexity
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Upland Qvidian features and usability ratings that predict user satisfaction
    8.0
    Ease of Use
    Average: 8.9
    7.3
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2010
    HQ Location
    Austin, TX
    Twitter
    @UplandSoftware
    940 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,025 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps

Users
No information available
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 60% Enterprise
  • 32% Mid-Market
Upland Qvidian Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Document Management
29
Features
24
Content Library
17
Customer Support
17
Cons
Limited Features
15
Feature Usability
12
Difficult Learning
8
Upload Issues
8
Complexity
7
Upland Qvidian features and usability ratings that predict user satisfaction
8.0
Ease of Use
Average: 8.9
7.3
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Company Website
Year Founded
2010
HQ Location
Austin, TX
Twitter
@UplandSoftware
940 Twitter followers
LinkedIn® Page
www.linkedin.com
1,025 employees on LinkedIn®
Entry Level Price:$180.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set sec

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 79% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DocSend is a document management platform that enables secure document sharing, access tracking, and control, providing insights for critical transactions.
    • Reviewers frequently mention the ability to track who views their files and for how long, the ease of use, and the ability to control the duration and identity of document views as key benefits.
    • Users mentioned that the pricing can be high, especially for startups, the user interface could be improved, and certain features like the Spaces feature and setting up custom e-signatures can be challenging to use.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DocSend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    38
    Document Management
    26
    Features
    22
    Tracking Features
    22
    Tracking Activity
    20
    Cons
    Expensive
    17
    File Management
    12
    Lacking Features
    9
    Document Management
    8
    Limited Features
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DocSend features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.9
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Dropbox
    Company Website
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @Dropbox
    3,683,892 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,598 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set sec

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 79% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DocSend is a document management platform that enables secure document sharing, access tracking, and control, providing insights for critical transactions.
  • Reviewers frequently mention the ability to track who views their files and for how long, the ease of use, and the ability to control the duration and identity of document views as key benefits.
  • Users mentioned that the pricing can be high, especially for startups, the user interface could be improved, and certain features like the Spaces feature and setting up custom e-signatures can be challenging to use.
DocSend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
38
Document Management
26
Features
22
Tracking Features
22
Tracking Activity
20
Cons
Expensive
17
File Management
12
Lacking Features
9
Document Management
8
Limited Features
8
DocSend features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.9
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Dropbox
Company Website
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@Dropbox
3,683,892 Twitter followers
LinkedIn® Page
www.linkedin.com
3,598 employees on LinkedIn®
(367)4.4 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Oneflow is an AI powered contract management software that automates the entire contract process from pre-sign to post-sign, for all teams, all in one place. Features & functionality - HTML, edi

    Users
    • CEO
    • Konsultchef
    Industries
    • Staffing and Recruiting
    • Information Technology and Services
    Market Segment
    • 43% Small-Business
    • 43% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • OneFlow is a contract management tool that allows users to create, edit, and manage contracts with features such as templates, comments, and integrations with other platforms like HubSpot and Salesforce.
    • Users like OneFlow's intuitive interface, the ability to easily edit contracts and communicate within the platform, and its seamless integration with other software like HubSpot and Salesforce, which enhances workflow and efficiency.
    • Users experienced issues with OneFlow's billing department, difficulties with certain functionalities like the integration with Office templates, limitations in user access and customization options, and occasional bugs.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Oneflow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    130
    Contract Management
    45
    Simple
    40
    Document Management
    35
    Intuitive
    35
    Cons
    Missing Features
    36
    Limited Customization
    19
    Signature Issues
    16
    Document Management
    15
    Feature Usability
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oneflow features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.0
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oneflow
    Company Website
    Year Founded
    2012
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @oneflowcom
    299 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    180 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Oneflow is an AI powered contract management software that automates the entire contract process from pre-sign to post-sign, for all teams, all in one place. Features & functionality - HTML, edi

Users
  • CEO
  • Konsultchef
Industries
  • Staffing and Recruiting
  • Information Technology and Services
Market Segment
  • 43% Small-Business
  • 43% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • OneFlow is a contract management tool that allows users to create, edit, and manage contracts with features such as templates, comments, and integrations with other platforms like HubSpot and Salesforce.
  • Users like OneFlow's intuitive interface, the ability to easily edit contracts and communicate within the platform, and its seamless integration with other software like HubSpot and Salesforce, which enhances workflow and efficiency.
  • Users experienced issues with OneFlow's billing department, difficulties with certain functionalities like the integration with Office templates, limitations in user access and customization options, and occasional bugs.
Oneflow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
130
Contract Management
45
Simple
40
Document Management
35
Intuitive
35
Cons
Missing Features
36
Limited Customization
19
Signature Issues
16
Document Management
15
Feature Usability
14
Oneflow features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.0
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Oneflow
Company Website
Year Founded
2012
HQ Location
Stockholm, Stockholm County
Twitter
@oneflowcom
299 Twitter followers
LinkedIn® Page
www.linkedin.com
180 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Quote | Propose | Close Create proposals that win and quotes that close with ConnectWise CPQ (formerly ConnectWise Sell), the quote and proposal solution of the ConnectWise Suite. ConnectWise CPQ is

    Users
    • CEO
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 51% Small-Business
    • 46% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ConnectWise CPQ Pros and Cons
    How are these determined?Information