# Best Proposal Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Proposal category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Proposal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Proposal category. In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Small Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Category Overview **Total Products under this Category:** 278 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 21,600+ Authentic Reviews - 278+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Best Proposal Software At A Glance - **Best for Small Businesses:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Mid-Market:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Enterprise:** [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - **Highest User Satisfaction:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### Conga Advantage CPQ In today’s hyper-competitive market, selling isn’t just about closing deals; it’s about configuring the right solution, pricing it accurately, and quoting it in a timely manner to win the deal. This has become more difficult as the sales landscape evolves, making Configure Price Quote (CPQ) solutions even more essential. Conga CPQ is the only CPQ solution that can provide an alignment of operations across the entire commerce chain. This provides a single flow from quote to cash utilizing a single data model, where configured orders automatically consider negotiated products and pricing, and mixed billing is the norm. Conga CPQ helps companies shorten sales cycles, eliminate errors, and accelerate revenue with confidence. Key Features of Conga CPQ to transform your sales process: Robust Configuration and Pricing Rules: Consistent configuration and pricing rules across all channels guide the user through the configuration process to ensure the appropriate item is ordered and priced based on exact customer needs, eliminating the back and forth with the customer. Line Level Price Waterfall: Once discounts and promotions are applied, the user can select “analyze quote” to view the price waterfall, which shows details of the original price and all the items that went into the final price, as well as the cost to determine the margin. Contractual Awareness: Ensures that contractual agreements for pricing and product are being observed. Simply by placing the contract number into the account, the pricing engine will recognize that contract and insert the appropriate price. Deal Guidance: Provides visual cues to help users determine the optimal solutions for customers while staying within organizational parameters, avoiding time-consuming approvals. Subscription Management: Conga CPQ automatically manages any changes to terms, order amounts, swap-outs, or cancellations of subscription orders without the need for lengthy manual processes to update orders, agreements, and billing. Automated Workflows: Automated workflows streamline approvals and legal contract management, expediting the entire quoting process. Composable Commerce: With robust APIs and a comprehensive Software Development Kit (SDK), Conga CPQ enables organizations to utilize the same configuration and pricing engine, and a single catalog as part of any commerce process, such as self-service portals, customer support systems, and partner platforms. Unified Data Model: Businesses can easily track customer purchase history, and any subscription adjustments automatically flow into existing orders and billing, ensuring seamless revenue management across all channels. Document Generation: Instantly generate branded, professional quotes and proposals using Conga Document Automation. UI Flexibility: Customers can choose from multiple UI options such as a Web UI for remote sellers, imbed Conga CPQ into existing eCommerce solution such as self-service portals, customer support systems, existing CRM solutions like Salesforce or Microsoft, or create a new eCommerce site using a Conga-provided Software Development Kit. Analytics & Reporting: Gain real-time visibility into quote performance, pricing trends, and sales cycle bottlenecks. Why Conga CPQ stands out in the CPQ Market: Conga CPQ sets itself apart in the CPQ landscape by offering unmatched flexibility, CRM-agnostic integration, and robust configuration capabilities, all within a scalable, enterprise-ready platform. Unlike other CPQ tools that struggle with complexity or require heavy customization, Conga CPQ adapts to your business rules and sales processes with minimal overhead. Support for Solution Selling: Conga CPQ supports evolving business models that incorporate the configuration and sale of multiple solutions (product, services, subscriptions, usage, etc.) on a single order. Enterprise-Ready Flexibility: Handles everything from simple quotes to highly complex, multi-tiered product configurations without sacrificing speed or control. Single Commerce Platform: Powered by the Conga Revenue Lifecycle Cloud, Conga CPQ seamlessly connects every step of revenue capture, from pricing and quoting to contract renewal to billing, through a single, fully extensible data model tailored to meet specific business needs. Robust APIs: With an API-first approach, Conga CPQ delivers a unified commerce experience across all go-to-market channels. [Book a Demo](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bdisplayable_resource_id%5D=26&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=26&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=276&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fenterprise%3Fpage%3D2&secure%5Btoken%5D=26260ba2ced9bfeb646fc64eeb16ec8e46471dd4ea93f1dcc7ce348215ed2e2d&secure%5Burl%5D=https%3A%2F%2Fttps%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-cpq-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [PandaDoc](https://www.g2.com/products/pandadoc/reviews) PandaDoc is a comprehensive document management solution designed to assist users in creating, managing, e-signing, and notarizing documents efficiently. This platform serves as a centralized workflow tool, streamlining the document lifecycle from inception to final approval. By digitizing traditional document processes, PandaDoc aims to reduce inefficiencies and enhance productivity for businesses of all sizes. Targeted primarily at professionals and organizations that rely heavily on documentation, PandaDoc is particularly beneficial for sales teams, legal departments, and project managers. These users often face the challenge of managing numerous documents, contracts, and agreements, which can be time-consuming and prone to errors when handled manually. With PandaDoc, users can automate repetitive tasks, ensuring that they can allocate more time to strategic activities that drive business growth. Key features of PandaDoc include customizable templates, an intuitive drag-and-drop editor, and robust e-signature capabilities. Users can create visually appealing documents quickly, using pre-built templates tailored for various industries. The platform also supports real-time collaboration, allowing multiple stakeholders to review and edit documents simultaneously. This feature is particularly valuable in fast-paced environments where timely feedback is crucial. Additionally, PandaDoc's e-signature functionality ensures that documents can be signed securely and legally, eliminating the need for physical signatures and expediting the approval process. Another significant advantage of PandaDoc is its integration capabilities. The platform seamlessly connects with popular CRM systems, payment processors, and other business tools, enabling users to manage their documents within their existing workflows. This integration reduces the friction often associated with switching between different applications, allowing for a more cohesive user experience. Furthermore, PandaDoc provides analytics and reporting features that help users track document performance, offering insights into how recipients interact with their documents, which can inform future strategies. Overall, PandaDoc stands out in the document management category by providing a user-friendly interface, powerful automation features, and extensive integration options. By addressing common pain points associated with document handling, PandaDoc empowers organizations to enhance their operational efficiency, reduce turnaround times, and ultimately focus on what matters most: achieving their business objectives. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,277 **User Satisfaction Scores:** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc) - **Company Website:** https://www.pandadoc.com - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @pandadoc (18,459 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2211704/ (880 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Owner - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 69% Small-Business, 25% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (665 reviews) - Document Management (333 reviews) - Simple (329 reviews) - E-Signatures (299 reviews) - Intuitive (294 reviews) **Cons:** - Signature Issues (107 reviews) - Missing Features (105 reviews) - Expensive (99 reviews) - Difficult Editing (91 reviews) - Document Management (81 reviews) ### 2. [Qwilr](https://www.g2.com/products/qwilr/reviews) Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/ **Average Rating:** 4.6/5.0 **Total Reviews:** 874 **User Satisfaction Scores:** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr) - **Company Website:** https://qwilr.com - **Year Founded:** 2014 - **HQ Location:** Redfern, New South Wales - **Twitter:** @Qwilr (2,514 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5173204/ (101 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 81% Small-Business, 15% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (99 reviews) - Simple (53 reviews) - Customer Support (50 reviews) - Templates (50 reviews) - Easy Setup (49 reviews) **Cons:** - Limited Customization (26 reviews) - Difficult Editing (18 reviews) - Missing Features (18 reviews) - Integration Issues (17 reviews) - Limited Features (16 reviews) ### 3. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. **Average Rating:** 4.9/5.0 **Total Reviews:** 117 **User Satisfaction Scores:** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Anchor](https://www.g2.com/sellers/anchor) - **HQ Location:** New York, US - **Twitter:** @Say_anchor_ (170 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anchor-pay/ (107 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Consulting - **Company Size:** 97% Small-Business, 3% Mid-Market #### Pros & Cons **Pros:** - Time-saving (30 reviews) - Ease of Use (25 reviews) - Automation (18 reviews) - Efficiency (17 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (9 reviews) - Processing Delays (6 reviews) - Limited Customization (5 reviews) - Steep Learning Curve (5 reviews) - Delays (4 reviews) ### 4. [Ignition](https://www.g2.com/products/ignition/reviews) From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows **Average Rating:** 4.7/5.0 **Total Reviews:** 120 **User Satisfaction Scores:** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.1/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Ignition](https://www.g2.com/sellers/ignition) - **Company Website:** https://www.ignitionapp.com/ - **Year Founded:** 2013 - **HQ Location:** Chippendale, Australia - **Twitter:** @ignitionapp (11,275 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2602590/ (329 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, Director - **Top Industries:** Accounting, Marketing and Advertising - **Company Size:** 89% Small-Business, 3% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (51 reviews) - Customer Support (36 reviews) - Easy Setup (33 reviews) - Time-saving (31 reviews) - Efficiency (30 reviews) **Cons:** - Expensive (16 reviews) - Learning Curve (9 reviews) - Limited Customization (9 reviews) - Missing Features (9 reviews) - Payment Issues (9 reviews) ### 5. [GetAccept](https://www.g2.com/products/getaccept/reviews) GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communication into one shared space where every stakeholder can access the latest content, timelines, and context throughout the whole sales cycle. And with purpose-built AI that truly understands the context of your deals, creating and updating personalized content takes minutes. Native integrations with popular CRMs let reps work with their existing tools, while making sure activity is automatically synced and updated everywhere it matters. In short – we help sales teams work smart, close faster, and win more. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,212 **User Satisfaction Scores:** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc) - **Company Website:** https://www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept (1,435 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (160 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Sales Manager, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 51% Small-Business, 42% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (92 reviews) - Customer Support (48 reviews) - Helpful (42 reviews) - Intuitive (40 reviews) - Time-saving (38 reviews) **Cons:** - Missing Features (16 reviews) - Limited Customization (11 reviews) - Limited Features (11 reviews) - Difficult Editing (10 reviews) - Poor Integration (9 reviews) ### 6. [Proposify](https://www.g2.com/products/proposify/reviews) 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 flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,107 **User Satisfaction Scores:** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Proposify](https://www.g2.com/sellers/proposify) - **Company Website:** https://www.proposify.com/ - **Year Founded:** 2012 - **HQ Location:** Halifax - **Twitter:** @proposify (4,223 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2934548/ (75 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 14% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (40 reviews) - Templates (23 reviews) - Easy Creation (20 reviews) - Customization (16 reviews) - Ease of Creation (16 reviews) **Cons:** - Difficult Editing (13 reviews) - Limited Customization (13 reviews) - Editing Difficulties (11 reviews) - Feature Usability (9 reviews) - Missing Features (9 reviews) ### 7. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase **Average Rating:** 4.7/5.0 **Total Reviews:** 449 **User Satisfaction Scores:** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Relayto](https://www.g2.com/sellers/relayto) - **Year Founded:** 2023 - **HQ Location:** San Francisco , California - **Twitter:** @relayter (2,215 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/relayto/ (48 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Student, Executive Assistant - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small-Business, 24% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (118 reviews) - Features (71 reviews) - User Interface (64 reviews) - Quality (63 reviews) - Easy Creation (62 reviews) **Cons:** - Learning Curve (58 reviews) - Learning Difficulty (50 reviews) - Steep Learning Curve (42 reviews) - Initial Difficulty (34 reviews) - Initial Usage Difficulty (18 reviews) ### 8. [DealHub](https://www.g2.com/products/dealhub/reviews) DealHub is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze. **Average Rating:** 4.7/5.0 **Total Reviews:** 828 **User Satisfaction Scores:** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.3/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io) - **Company Website:** https://dealhub.io/ - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO (3,899 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (308 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Sales Operations Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Mid-Market, 23% Small-Business #### Pros & Cons **Pros:** - Customer Support (109 reviews) - Ease of Use (101 reviews) - Efficiency (88 reviews) - Time-saving (87 reviews) - Integrations (82 reviews) **Cons:** - Learning Curve (37 reviews) - Limited Customization (33 reviews) - Steep Learning Curve (25 reviews) - Missing Features (22 reviews) - Integration Issues (20 reviews) ### 9. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) 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 security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. **Average Rating:** 4.6/5.0 **Total Reviews:** 562 **User Satisfaction Scores:** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox) - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @Dropbox (3,290,173 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/167251/ (4,030 employees on LinkedIn®) - **Ownership:** NASDAQ: DBX **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 75% Small-Business, 20% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (53 reviews) - Document Management (45 reviews) - Features (37 reviews) - Tracking Features (35 reviews) - Security (32 reviews) **Cons:** - Expensive (17 reviews) - App Functionality (10 reviews) - Lacking Features (10 reviews) - Limited Features (9 reviews) - Limitations (8 reviews) ### 10. [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,587 **User Satisfaction Scores:** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.2/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Jotform](https://www.g2.com/sellers/jotform) - **Company Website:** https://www.jotform.com/ - **Year Founded:** 2006 - **HQ Location:** San Francisco, California - **Twitter:** @Jotform (39,396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3541463/ (900 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Non-Profit Organization Management, Health, Wellness and Fitness - **Company Size:** 72% Small-Business, 16% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (477 reviews) - Easy Setup (229 reviews) - Intuitive (175 reviews) - Simple (153 reviews) - Easy Creation (141 reviews) **Cons:** - Signature Issues (67 reviews) - Expensive (55 reviews) - Limited Customization (55 reviews) - Form Issues (48 reviews) - Missing Features (36 reviews) ### 11. [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. **Average Rating:** 4.0/5.0 **Total Reviews:** 122 **User Satisfaction Scores:** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.6/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 7.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise (14,929 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48576/ (3,439 employees on LinkedIn®) - **Phone:** 800-671-6898 **Reviewer Demographics:** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 51% Small-Business, 46% Mid-Market #### Pros & Cons **Pros:** - Customization (3 reviews) - Customer Support (2 reviews) - Customizability (2 reviews) - Customization Options (2 reviews) - Easy Integration (2 reviews) **Cons:** - Difficult Editing (2 reviews) - Bug Issues (1 reviews) - Complex Features (1 reviews) - Complex Setup (1 reviews) - Deletion Problems (1 reviews) ### 12. [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 699 **User Satisfaction Scores:** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small-Business, 0% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (78 reviews) - Efficiency (39 reviews) - Client Management (37 reviews) - Customer Support (37 reviews) - Document Management (37 reviews) **Cons:** - Learning Curve (32 reviews) - Missing Features (26 reviews) - Difficult Learning (20 reviews) - Time-Consuming Setup (18 reviews) - Limited Features (17 reviews) ### 13. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews) Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. **Average Rating:** 4.8/5.0 **Total Reviews:** 33 **User Satisfaction Scores:** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.1/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Cone](https://www.g2.com/sellers/cone) - **Year Founded:** 2022 - **HQ Location:** United States - **LinkedIn® Page:** https://www.linkedin.com/company/getcone (10 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Accounting - **Company Size:** 97% Small-Business, 3% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (18 reviews) - Customer Support (15 reviews) - Time-saving (11 reviews) - Efficiency (8 reviews) - Pricing (8 reviews) **Cons:** - Learning Curve (2 reviews) - Deletion Problems (1 reviews) - Difficult Setup (1 reviews) - Initial Usage Difficulty (1 reviews) - Limited Customization (1 reviews) ### 14. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. **Average Rating:** 4.4/5.0 **Total Reviews:** 182 **User Satisfaction Scores:** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies) - **Company Website:** https://www.quotewerks.com - **Year Founded:** 1993 - **HQ Location:** Orlando, FL - **Twitter:** @QuoteWerks (1,134 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (47 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** President, Owner - **Top Industries:** Information Technology and Services, Computer Networking - **Company Size:** 73% Small-Business, 18% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (15 reviews) - Efficiency (10 reviews) - Templates (9 reviews) - Efficiency Improvement (8 reviews) - Integrations (8 reviews) **Cons:** - Poor Interface Design (4 reviews) - Complex Setup (3 reviews) - Dated Interface (2 reviews) - Expensive (2 reviews) - Billing Issues (1 reviews) ### 15. [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you. **Average Rating:** 4.9/5.0 **Total Reviews:** 66 **User Satisfaction Scores:** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.6/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [heyiris.ai](https://www.g2.com/sellers/heyiris-ai) - **Company Website:** https://www.heyiris.ai - **Year Founded:** 2023 - **HQ Location:** Brooklyn / Chicago, US - **LinkedIn® Page:** https://www.linkedin.com/company/heyiris (31 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Financial Services - **Company Size:** 45% Mid-Market, 30% Small-Business #### Pros & Cons **Pros:** - Ease of Use (43 reviews) - Time-saving (36 reviews) - RFP Management (29 reviews) - Efficiency (26 reviews) - Customer Support (25 reviews) **Cons:** - Lack of Features (5 reviews) - Bug Issues (4 reviews) - Inaccurate Responses (4 reviews) - Missing Features (4 reviews) - Integration Issues (3 reviews) ### 16. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 301 **User Satisfaction Scores:** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 6.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** https://assembly.com/ - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot (57,854 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/assemblycom/ (40 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small-Business, 3% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (152 reviews) - Easy Setup (82 reviews) - Customer Support (78 reviews) - Intuitive (75 reviews) - Features (73 reviews) **Cons:** - Missing Features (100 reviews) - Limited Features (69 reviews) - Limited Customization (49 reviews) - Lacking Features (47 reviews) - Integration Issues (35 reviews) ### 17. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 250 **User Satisfaction Scores:** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm) - **Year Founded:** 2010 - **HQ Location:** Galway, Ireland - **Twitter:** @OnePageCRM (3,928 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1014103/ (21 employees on LinkedIn®) - **Phone:** +1 (646) 762 1303 **Reviewer Demographics:** - **Who Uses This:** Founder, Managing Director - **Top Industries:** Non-Profit Organization Management, Marketing and Advertising - **Company Size:** 85% Small-Business, 12% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (62 reviews) - Simple (37 reviews) - Simplicity (31 reviews) - Customer Support (29 reviews) - Easy Setup (27 reviews) **Cons:** - Missing Features (17 reviews) - Limited Options (9 reviews) - Export Limitations (7 reviews) - Integration Issues (7 reviews) - Lack of Integrations (7 reviews) ### 18. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,271 **User Satisfaction Scores:** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** https://www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,222 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Enterprise, 40% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (37 reviews) - Workflow Management (19 reviews) - Automation (18 reviews) - Easy Setup (17 reviews) - Versatility (16 reviews) **Cons:** - Limited Features (17 reviews) - Learning Curve (13 reviews) - Complexity (9 reviews) - Expensive (9 reviews) - Limited Customization (9 reviews) ### 19. [Smart Pricing Table](https://www.g2.com/products/smart-pricing-table/reviews) Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offering reusable components, customizable templates, and interactive options, it enables users to build detailed, client-driven proposals efficiently, reducing the time spent on proposal generation by up to 90%. Key Features and Functionality: - Reusable Line Items: Create a library of pre-defined services that can be quickly inserted into any proposal, ensuring accuracy and scalability. - Powerful Templates: Develop ready-to-use templates for common project types by combining content blocks and service packages, facilitating rapid proposal assembly. - Interactive Proposals: Allow clients to select optional add-ons and upsells through interactive checkboxes, enhancing engagement and increasing deal sizes. - Price Visibility Controls: Customize what clients see by showing or hiding individual line items and sections within the proposal. - Discounts & Price Adjustments: Easily apply discounts, rush fees, or adjustments to accommodate project complexities without disrupting the proposal structure. - In-App Proposal Sending: Send proposals directly from the application or via custom links, providing a seamless and branded client experience. - CRM Integrations: Integrate with platforms like HubSpot, Pipedrive, Zoho CRM, and Salesforce (beta) to synchronize data and streamline workflows. Primary Value and Solutions Provided: Smart Pricing Table addresses common challenges faced by service providers, such as time-consuming proposal creation, scope creep, and limited client engagement. By leveraging reusable components and interactive features, it reduces the time spent on drafting proposals, minimizes unpaid work, and empowers clients to customize their service packages, leading to higher conversion rates and increased revenue. The software's user-friendly interface and integration capabilities ensure a smooth workflow, allowing businesses to focus more on delivering value to their clients. **Average Rating:** 5.0/5.0 **Total Reviews:** 53 **User Satisfaction Scores:** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.8/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Smart Pricing Table](https://www.g2.com/sellers/smart-pricing-table) - **Year Founded:** 2020 - **HQ Location:** N/A - **LinkedIn® Page:** http://www.linkedin.com/company/smart-pricing-table (4 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 94% Small-Business, 4% Mid-Market #### Pros & Cons **Pros:** - Customer Support (8 reviews) - Ease of Use (8 reviews) - Efficiency (5 reviews) - Time-saving (5 reviews) - Easy Creation (4 reviews) **Cons:** - Signature Issues (2 reviews) - Copy-Paste Issues (1 reviews) - Initial Usage Difficulty (1 reviews) - Lack of Guidance (1 reviews) - Layout Issues (1 reviews) ### 20. [Nusii](https://www.g2.com/products/nusii/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **User Satisfaction Scores:** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Nusii](https://www.g2.com/sellers/nusii) - **Year Founded:** 2013 - **HQ Location:** MADRID - **Twitter:** @nusiiapp (1,115 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nusii-proposals-sl/ (1 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small-Business, 4% Enterprise ### 21. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,267 **User Satisfaction Scores:** - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.5/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Responsive](https://www.g2.com/sellers/responsive) - **Company Website:** https://www.responsive.io/ - **Year Founded:** 2016 - **HQ Location:** Frisco, Texas - **Twitter:** @responsiveio (1,736 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/responsiveio (708 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Mid-Market, 39% Enterprise #### Pros & Cons **Pros:** - Ease of Use (150 reviews) - Features (117 reviews) - Time-saving (87 reviews) - Efficiency (86 reviews) - Team Collaboration (77 reviews) **Cons:** - Learning Curve (34 reviews) - Not Intuitive (33 reviews) - Inaccurate Responses (27 reviews) - Non-Intuitive Features (27 reviews) - Missing Features (23 reviews) ### 22. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) 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-channel customer experiences, while eliminating quote-to-cash friction. **Average Rating:** 4.0/5.0 **Total Reviews:** 241 **User Satisfaction Scores:** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,310 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 54% Enterprise, 30% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (12 reviews) - Time-saving (8 reviews) - Efficiency (7 reviews) - Sales Efficiency (7 reviews) - Integrations (6 reviews) **Cons:** - Complexity (5 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Initial Usage Difficulty (4 reviews) - Learning Curve (4 reviews) ### 23. [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 **User Satisfaction Scores:** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc (3,047 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6591614/ (42 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small-Business, 1% Enterprise #### Pros & Cons **Pros:** - Ease of Use (21 reviews) - Invoicing (17 reviews) - Invoice Management (13 reviews) - Time-saving (13 reviews) - Time Tracking (13 reviews) **Cons:** - Missing Features (18 reviews) - Expensive (8 reviews) - Integration Issues (8 reviews) - Limited Customization (8 reviews) - Limited Features (8 reviews) ### 24. [Zomentum e-Sign and Payment](https://www.g2.com/products/zomentum-e-sign-and-payment/reviews) Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue. **Average Rating:** 4.6/5.0 **Total Reviews:** 30 **User Satisfaction Scores:** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Zomentum](https://www.g2.com/sellers/zomentum) - **Year Founded:** 2018 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/zomentum/ (58 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Managing Director - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 97% Small-Business, 3% Mid-Market #### Pros & Cons **Pros:** - Automation (1 reviews) - Customer Satisfaction (1 reviews) - Customer Support (1 reviews) - Deal Management (1 reviews) - Document Management (1 reviews) **Cons:** - Interface Usability (1 reviews) - Outdated Design (1 reviews) - Poor Interface Design (1 reviews) - UI Improvements (1 reviews) - UX Improvement (1 reviews) ### 25. [Proposal Kit](https://www.g2.com/products/proposal-kit/reviews) Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. The included Wizard software lets you quickly and easily custom-assemble proposal templates for any situation using a visual design of your choice. Includes line item quoting and an AI Writer for custom content creation. **Average Rating:** 4.7/5.0 **Total Reviews:** 18 **User Satisfaction Scores:** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.5/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Proposal Kit](https://www.g2.com/sellers/proposal-kit) - **Year Founded:** 1997 - **HQ Location:** Redmond, WA - **Twitter:** @ProposalKit (259 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2125763 (3 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 78% Small-Business, 11% Mid-Market ## Parent Category [Quote Management Software](https://www.g2.com/categories/quote-management) ## Related Categories - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## Buyer Guide ### What You Should Know 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. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### 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](https://www.g2.com/categories/cpq) **:** 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](https://www.g2.com/categories/crm) **:** 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](https://www.g2.com/categories/e-signature) **:** 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. --- ## Frequently Asked Questions ### How can proposal software improve my team's efficiency? Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement. ### How do I evaluate the ROI of investing in proposal software? To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI. ### How do pricing models vary across different proposal software solutions? Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market. ### How do proposal software solutions handle compliance and security? Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software. ### How do user reviews reflect the reliability of proposal software? User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings. ### How scalable is proposal software for growing businesses? Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions. ### What are common user experiences with proposal software? Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality. ### What are the best practices for implementing proposal software in my organization? To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes. ### What are the key features to look for in proposal software? Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation. ### What are the most common use cases for proposal software? Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals. ### What integrations should I consider for my proposal software? When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration. ### What support options are typically available for proposal software users? Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others.