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Best Enterprise Proposal Software

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Fast, template-driven proposals

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PandaDoc

Interactive, web-style proposals

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Top Tools at a Glance

Best for

Fast, template-driven proposals

User Review

"Effortless Document Management, Ideal for All Users"

Niyalish F.
NF

Niyalish F.

Best for

User Review

"Automates Sales with Easy Integrations"

Kaif G.
KG

Kaif G.

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Tresorit
Product Description

Tresorit is an end-to-end encrypted, zero-knowledge content collaboration platform that enables security-conscious companies to manage, sync, sign, and share their files safely. Unlike other public...

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Best for

Interactive, web-style proposals

User Review

""

Milagros M.
MM

Milagros M.

Small-Business (50 or fewer emp.)

Best for

High-volume RFP and questionnaire responses

User Review

"Transforms RFP Responses with an Impressive Content Library"

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

Best for

Centralized RFP content management

User Review

"very useful"

Verified User
A

Verified User

Enterprise (> 1000 emp.)

Best for

Team-scaled proposal consistency

User Review

"Excellent Data Security and Compliance Focus"

PK

Pramod K.

Mid-Market (51-1000 emp.)

Best for

Services proposals with recurring pricing

User Review

"Effortless Proposals and Agreements with Smart Pricing Features"

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

Best for

Proposal delivery with sales engagement

User Review

"Excellent Tool for Music Admissions Teams"

Verified User
A

Verified User

Mid-Market (51-1000 emp.)

Best for

Complex configuration and pricing proposals

User Review

"Streamlined Quoting with Powerful Automation - OCPQ"

HT

Harish T.

Enterprise (> 1000 emp.)

Best for

Proposal-to-billing automation for service firms

User Review

"Transforms Client Engagements with Ease"

Danielle V.
DV

Danielle V.


Fast, template-driven proposals

Interactive, web-style proposals

High-volume RFP and questionnaire responses

Centralized RFP content management

Team-scaled proposal consistency

Services proposals with recurring pricing

Proposal delivery with sales engagement

Complex configuration and pricing proposals

Proposal-to-billing automation for service firms

Buyer's Guide: Proposal

All Proposal Tools

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26 Listings in Enterprise Proposal Software Available

Why buyers love it?
Pros and Cons

Users appreciate the ease of use of Responsive, finding it intuitive and effective for daily tasks and collaboration.

Users appreciate the powerful project creation and answer library, benefiting from innovative features and excellent support.

Users highlight the efficiency of Responsive, revolutionizing RFI management and significantly reducing response times.

Users find the learning curve steep, often feeling overwhelmed by the platform's many features and options.

Users find the interface unintuitive, making it challenging to navigate and locate content effectively.

Users express disappointment about missing features like personalized settings and comprehensive Q&A views, impacting their overall experience.

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Why buyers love it?
Pros and Cons

Users value the ease of use in Loopio, enhancing efficiency and streamlining responses to assessments effortlessly.

Users value Loopio's time-saving features, enhancing efficiency through easy access to centralized information and quick responses.

Users value the efficiency of Loopio, thanks to its AI capabilities and user-friendly search for quick access to information.

Users note that Loopio has missing features like time tracking and refinements for high-level enterprise RFXs.

Users face significant limitations with Loopio, including search issues and challenges with content import and maintenance.

Users face limited features in Loopio, struggling with customization and document structuring for diverse client needs.

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G2 recognized Oracle CPQ
Why buyers love it?
Pros and Cons

Users appreciate the ease of use of Oracle CPQ, enabling seamless processing of daily tasks with user-friendly features.

Users value the sales efficiency of Oracle CPQ, streamlining quoting processes and enhancing deal closure speed.

Users value the time-saving features of Oracle CPQ, which streamline quoting processes and enhance deal closures.

Users find the complexity of configuration and customization challenging, especially for those new to CPQ systems.

Users find the setup process complex, needing significant time and expertise for configuration and customization.

Users struggle with the steep learning curve of Oracle CPQ, making it difficult to navigate and utilize effectively.

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G2 recognized Conga CLM
Why buyers love it?
Pros and Cons

Users find Conga CLM to be extremely easy to use, facilitating efficient contract management and negotiations.

Users value the efficiency of Conga CLM, benefiting from streamlined contract management and improved processing speed.

Users appreciate the comprehensive and adaptable features of Conga CLM, enhancing contract management processes effectively.

Users often face a steep learning curve with Conga CLM, finding its extensive features initially overwhelming and complex.

Users face a steep learning curve with Conga CLM, often finding the setup and features overwhelming.

Users find the time-consuming processes in Conga CLM frustrating, especially during document generation and configuration.

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Product Description
Pros and Cons

Users appreciate the easy-to-use interface and seamless data generation of Conga Composer, enhancing daily productivity.

Users praise Conga Composer for its easy-to-use interface, making document management and customization effortless.

Users value the time-saving capabilities of Conga Composer, significantly reducing lengthy contract signing sessions.

Users note a steep learning curve with Conga Composer, especially for complex tasks and mastering merge syntax.

Users face a steep learning curve with Conga Composer, especially when implementing complex features and logic.

Users find the limited template flexibility of Conga Composer problematic, especially with large documents and UI challenges.

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Why buyers love it?
Pros and Cons

Users value the responsive customer support of DealHub.io, noting its speed and thoroughness in resolving issues.

Users commend the ease of use of DealHub.io, appreciating its intuitive interface and quick implementation process.

Users highlight the time-saving features of DealHub.io, enhancing focus on closing deals and improving sales efficiency.

Users find the steep learning curve of DealHub.io challenging initially, but support helps ease the process.

Users find limited customization options challenging, often needing workarounds or external support for advanced features.

Users find a steep learning curve with DealHub.io, making initial setup and customization time-consuming and complex.

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Product Description
Pros and Cons

Users appreciate the significant time savings of AutogenAI, enhancing productivity and workflow efficiency in bid preparation.

Users appreciate the efficiency of AutoGenAI, allowing for quick transformations and seamless workflows in their tasks.

Users find AutogenAI easy to use, appreciating its functionality and efficiency in transforming bid responses and research.

Users find the learning curve challenging, noting clunky usage and complex, verbose language in AutogenAI.

Users find AutogenAI not user-friendly due to its complex functions and slow response times.

Users may face a steep learning curve with AutogenAI, making initial use complicated and time-consuming.

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Product Description
Pros and Cons

Users appreciate the ease of use of Upland Qvidian, which streamlines RFP completion and content access.

Users find Qvidian's content management capabilities essential for efficiently organizing and streamlining their content library.

Users value the responsive and personalized customer support from Upland Qvidian, enhancing their overall experience with the tool.

Users find the software not intuitive, with complexity and functionality issues that hinder their experience.

Users express frustration with the slow performance of Upland Qvidian, finding it time-consuming and cumbersome to navigate.

Users find Upland Qvidian expensive, especially challenging for smaller teams and individuals to afford.

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Product Description
Pros and Cons

Users appreciate the customization options of Epicor CPQ, enabling tailored configurations and compatibility for diverse products.

Users appreciate the ease of use of Epicor CPQ, facilitating quick updates and seamless order processing.

Users highlight the intuitive interface of Epicor CPQ, making it easy to sell products and services effectively.

Users note that the slow performance of Epicor CPQ can lead to glitches and screen freezes during heavy use.

Users often face bug issues with Epicor CPQ, including glitches and screen freezes during heavy use.

Users find the complex implementation of Epicor CPQ requires specialists, complicating configuration changes significantly.

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Why buyers love it?
Pros and Cons

Users love the ease of use of PandaDoc, finding it user-friendly and efficient for managing signatures and documents.

Users love the easy document management of PandaDoc, benefiting from its user-friendly interface and seamless CRM integration.

Users love the easy mailing options of PandaDoc, making template management and document sending effortless and efficient.

Users find signature issues with PandaDoc, particularly regarding personal signature usage and mobile interface difficulties.

Users find the expensive pricing of PandaDoc limits access to useful features and functionality.

Users mention a need for missing features like advanced calculation tables to enhance usability and efficiency.

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G2 recognized Nintex
Product Description
Pros and Cons

Users value the intuitive and clean interface of Nintex, making it easy to create and manage workflows.

Users find the intuitive drag-and-drop interface of Nintex Workflow Management easy for creating and integrating workflows.

Users appreciate the intuitive automation features of Nintex, making process management and workflow creation seamless and efficient.

Users note the limited features of Nintex, especially compared to more powerful alternatives like Microsoft Power Apps.

Users experience a steep learning curve with Nintex, making it challenging for non-expert users to fully utilize.

Users find limited customization options in Nintex, often needing developer assistance for specific requirements.

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Why buyers love it?
Pros and Cons

Users love the ease of use with Proposify, streamlining proposal creation and enhancing client engagement effortlessly.

Users love the sleek, customizable templates of Proposify, streamlining proposal creation and elevating professionalism effortlessly.

Users appreciate the easy creation of proposals with Proposify, thanks to its numerous customizable templates.

Users find the difficult editing process in Proposify frustrating, as it lacks intuitiveness and user-friendliness.

Users find the limited customization options in Proposify restrict their ability to create tailored proposals effectively.

Users often face editing difficulties with Proposify, notably in text formatting and table management, which can be frustrating.

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Product Description
Pros and Cons

Users highlight the intuitive functionality of QorusDocs, making document creation effortless for all experience levels.

Users love the excellent document management capabilities of QorusDocs, enabling seamless collaboration and integration with O365.

Users commend the responsive customer support from QorusDocs, enhancing collaboration and improving internal processes effectively.

Users find the limited features of QorusDocs restrict their ability to track and manage pursuits effectively.

Users find the relationship with SharePoint libraries complex, experiencing difficulties that affect overall usability.

Users find QorusDocs requires considerable time and effort, emphasizing the difficult learning curve for effective usage.

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G2 recognized DocSend
Product Description
Pros and Cons

Users find DocSend to be easy to use, enhancing their document sharing with secure and efficient tools.

Users appreciate the secure document sharing capabilities of DocSend, ensuring accountability and professionalism in every transaction.

Users value DocSend's secure document tracking and comprehensive features, enhancing collaboration and efficiency in their workflows.

Users find the pricing to be expensive, especially for small teams and those not in startup programs.

Users find the lack of features challenging, especially regarding configuration and the limitations of lower-tier plans.

Users find limited features in DocSend packages relative to cost, making it less ideal for smaller teams.

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Why buyers love it?
Pros and Cons

Users enjoy the great ease of use of GetAccept, with no complaints about functionality from their team.

Users value the exceptional customer support from GetAccept, appreciating quick and accurate responses to their queries.

Users value the exceptional customer support of GetAccept, consistently impressed by its responsiveness and helpfulness.

Users note the missing features like PDF conversion and branding options, which are important for their needs.

Users find limited customization frustrating, as it forces duplication of contracts and complicates document management.

Users find difficult editing in GetAccept's quote templates challenging, but customer service provides speedy assistance.

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Why You Can Trust G2's Software Rankings

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Frequently asked questions about Proposal Software

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