# Best Proposal Software with API / Integrations Capabilities - Page 2

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 293

### Category Stats (Aug 2026)

- **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Proposal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 22,600+ Authentic Reviews
- 293+ 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.

## G2 Grid® for Proposal Software
 ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=19019&focus%5B%5D=164780&focus%5B%5D=6327)

Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, DealHub AI, Anchor, and Ignition.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=dealhub-ai&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition)

**Sponsored**

### altaFlow

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-02T07%3A33%3A03Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&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%2Ff%2Fapi-integrations%3Ffacet%3Dapi-integrations%26filters%255Bverified_features%255D%255B%255D%3D1165%26page%3D2&secure%5Btoken%5D=57d7bfff973d822650cf16d0ac444bad6ab3a5f590e680487b5111861ca26373&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo)

### [XaitPorter](https://www.g2.com/products/xaitporter/reviews)

XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.

**Average Rating:** 4.6/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate XaitPorter?

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind XaitPorter?

- **Seller:** [Xait](https://www.g2.com/sellers/xait)
- **Year Founded:** 2000
- **HQ Location:** Sandnes, Norway
- **Twitter:** @xaitgroup  
701 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce79042678f52dc98917353e81449ca890dd9b02eae61e89b6297f616c92a831&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F110126%2F&secure%5Burl_type%5D=linkedin_company_website)  
94 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Oil & Energy, Computer Software
- **Company Size:** 57% Medium, 31% Large

#### What Are Recent G2 Reviews of XaitPorter?

**["My Firsthand Experience with XaitPorter: A Comprehensive Review"](https://www.g2.com/survey_responses/xaitporter-review-8317554)**

**Rating:** 5.0/5.0 stars

_— Deepansh K._

[Read full review](https://www.g2.com/survey_responses/xaitporter-review-8317554)

**["Efficient collaboration with intuitive interface is possible"](https://www.g2.com/survey_responses/xaitporter-review-8337616)**

**Rating:** 4.5/5.0 stars

_— Richard C._

[Read full review](https://www.g2.com/survey_responses/xaitporter-review-8337616)

#### What Are G2 Users Discussing About XaitPorter?

- [What is XaitPorter used for?](https://www.g2.com/discussions/what-is-xaitporter-used-for)

### [Oneflow](https://www.g2.com/products/oneflow/reviews)

Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control.

**Average Rating:** 4.4/5.0

**Total Reviews:** 361

#### How Do G2 Users Rate Oneflow?

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Oneflow?

- **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow)
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @oneflowcom  
261 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c65af0ab06f6cb9692fa738948b9190ec19583e934fc673261fd722182853d9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3504313%2F&secure%5Burl_type%5D=linkedin_company_website)  
156 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Konsultchef
- **Top Industries:** Staffing and Recruiting, Computer Software
- **Company Size:** 44% Small, 43% Medium

#### What Do G2 Reviewers Say About Oneflow?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Oneflow's **ease of use** exceptional, streamlining contract management and enhancing workflow efficiency effortlessly.
- Users find Oneflow to be **intuitive and easy to use** , enhancing the contract management experience significantly.
- Users find Oneflow to be an **efficient tool** that streamlines contract management and enhances workflow significantly.
- Users appreciate the **streamlined contract management** of Oneflow, which simplifies processes and enhances overall efficiency.
- Users commend the **fast and accurate customer support** from OneFlow, enhancing their overall experience with the product.

##### Cons

- Users note a lack of **missing features** in Oneflow, particularly in customization and integrations that limit flexibility.
- Users find the **limited capabilities for document collaboration** frustrating and desire better integration and automation features.
- Users note the **limited customization** options in Oneflow, seeking more flexibility and integration features for better usability.
- Users feel that Oneflow is **quite expensive** and lacks value due to the additional costs for promised functionalities.
- Users find **feature usability lacking** in Oneflow compared to competitors, citing cumbersomeness and design issues.

#### What Are Recent G2 Reviews of Oneflow?

**["Useful Renewal Reminders That Keep Us on Track"](https://www.g2.com/survey_responses/oneflow-review-12858184)**

**Rating:** 4.0/5.0 stars

_— Lee-Anne L._

[Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184)

**["Smooth, modern contract workflows that make collaboration easy"](https://www.g2.com/survey_responses/oneflow-review-11224592)**

**Rating:** 4.5/5.0 stars

_— Magdalena Z._

[Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592)

#### What Are G2 Users Discussing About Oneflow?

- [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment

### [ClientPoint](https://www.g2.com/products/clientpoint/reviews)

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

**Average Rating:** 4.5/5.0

**Total Reviews:** 198

#### How Do G2 Users Rate ClientPoint?

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ClientPoint?

- **Seller:** [ClientPoint](https://www.g2.com/sellers/clientpoint)
- **Year Founded:** 2009
- **HQ Location:** Carlsbad, CA
- **Twitter:** @ClientPoint  
108 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be52f731793666391a094f9118c256a6a2f083993eb26820ae15a7b13fe1dd2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientpoint%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®
- **Phone:** -9234

#### Who Uses This Product?

- **Who Uses This:** Business Development Manager, Business Development Executive
- **Top Industries:** Facilities Services, Security and Investigations
- **Company Size:** 34% Medium, 33% Large

#### What Do G2 Reviewers Say About ClientPoint?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **insights and ease of use** of ClientPoint, enhancing their sales process and organization.
- Users appreciate the **efficient client management** capabilities of ClientPoint, streamlining the sales process and document transition.
- Users appreciate the **Customer Success** features of ClientPoint, enhancing document management and transitioning smoothly post-signing.
- Users appreciate the **ease of document management** with ClientPoint, enhancing organization and tracking during the sales process.
- Users find **ClientPoint easy to use** , streamlining document sharing and organization throughout the sales process.

##### Cons

- Users experience **performance issues** with slow page loading and delays in document uploads and saving.
- Users experience **saving issues** , as loading pages and uploading documents can be frustratingly slow.
- Users experience **slow loading times** , often facing delays of several seconds to a minute for uploads and saves.
- Users experience **slow performance** , with delays in loading pages and uploading documents affecting their efficiency.
- Users often face **upload issues** with ClientPoint, leading to frustrating delays when loading and saving documents.

#### What Are Recent G2 Reviews of ClientPoint?

**["Great Product - Helped Close Business"](https://www.g2.com/survey_responses/clientpoint-review-10374781)**

**Rating:** 4.5/5.0 stars

_— Sue F._

[Read full review](https://www.g2.com/survey_responses/clientpoint-review-10374781)

**["Products review"](https://www.g2.com/survey_responses/clientpoint-review-8808385)**

**Rating:** 4.0/5.0 stars

_— gasiram a._

[Read full review](https://www.g2.com/survey_responses/clientpoint-review-8808385)

#### What Are G2 Users Discussing About ClientPoint?

- [What is ClientPoint used for?](https://www.g2.com/discussions/what-is-clientpoint-used-for)

### [Better Proposals](https://www.g2.com/products/better-proposals/reviews)

Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams.

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate Better Proposals?

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Better Proposals?

- **Seller:** [Better Proposals](https://www.g2.com/sellers/better-proposals)
- **Year Founded:** 2009
- **HQ Location:** Brighton, United Kingdom
- **Twitter:** @betterproposals  
15,299 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2cd0ba8039f4c3325d900df62b79eb3845137d3313700f72919ef16d4c0b06d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10323736%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 96% Small, 2% Medium

#### What Do G2 Reviewers Say About Better Proposals?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Better Proposals, finding it simple to create and manage templates effectively.
- Users value the **design quality** of Better Proposals, enabling dynamic and professional presentation of content with ease.
- Users love the **document management features** of Better Proposals for creating dynamic, professional presentations effortlessly.
- Users love the **easy creation** of Better Proposals, appreciating its user-friendly templates and seamless software integration.
- Users find **easy integrations** with other software invaluable, enhancing automation and streamlining their business processes.

##### Cons

- Users experience **billing issues** , reporting problems with payments and unhelpful support responses regarding software usage.
- Users find the **clunky interface** frustrating, causing issues like glitches and difficulties with logo placement.
- Users find the **complex setup** challenging, often struggling with payment issues and unclear support guidance.
- Users find **email issues** frustrating, wishing for customizable templates and better integration with automation tools like Zapier.
- Users find the **clunky interface and glitches** of Better Proposals frustrating, impacting usability and overall satisfaction.

#### What Are Recent G2 Reviews of Better Proposals?

**["Combines accepting an agreement with signature and payment in one go"](https://www.g2.com/survey_responses/better-proposals-review-12051478)**

**Rating:** 5.0/5.0 stars

_— Bunty S._

[Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478)

**["Game-Changer for Automation and Value"](https://www.g2.com/survey_responses/better-proposals-review-11971977)**

**Rating:** 5.0/5.0 stars

_— Rebekah S._

[Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977)

#### What Are G2 Users Discussing About Better Proposals?

- [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for)
- [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software)
- [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal)
- [How much does Proposify cost?](https://www.g2.com/discussions/how-much-does-proposify-cost) - 1 comment
- [What is the best proposal software?](https://www.g2.com/discussions/what-is-the-best-proposal-software)

### [QorusDocs](https://www.g2.com/products/qorusdocs/reviews)

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com

**Average Rating:** 4.4/5.0

**Total Reviews:** 166

#### How Do G2 Users Rate QorusDocs?

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind QorusDocs?

- **Seller:** [QorusDocs](https://www.g2.com/sellers/qorusdocs)
- **Year Founded:** 2012
- **HQ Location:** Seattle, WA
- **Twitter:** @qorusdocs  
2,614 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f0ccdaa66bc934125954a9145ac58c2fa5d0ba77db5cfa6d75cf11e51af74b51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1203323%2F&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 49% Large, 31% Medium

#### What Do G2 Reviewers Say About QorusDocs?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of QorusDocs, simplifying proposal writing and content management significantly.
- Users value the **efficient document management** in QorusDocs, benefiting from templates and centralized storage for proposals.
- Users appreciate the **responsive and knowledgeable customer support** of QorusDocs, praising their fast and helpful assistance.
- Users value the **easy access to content** with QorusDocs, enhancing their document organization and overall efficiency.
- Users appreciate the **easy content search and template management** features of QorusDocs, enhancing their proposal processes.

##### Cons

- Users note **limited features** in QorusDocs, missing essential tools like content reordering and built-in search.
- Users report **bug issues** in QorusDocs that lead to frustration and require frequent support interventions.
- Users find the **complex setup** of QorusDocs challenging, requiring technical expertise to maximize its potential.
- Users often experience **slow performance** with QorusDocs, facing delays and occasional application hangs when accessing content.
- Users find **software bugs** frustrating, as they impact normal operations and require multiple support tickets for resolution.

#### What Are Recent G2 Reviews of QorusDocs?

**["Well-Designed AI Skills for Fast, Fully Formatted RFP Drafts"](https://www.g2.com/survey_responses/qorusdocs-review-12227518)**

**Rating:** 5.0/5.0 stars

_— Gordon B._

[Read full review](https://www.g2.com/survey_responses/qorusdocs-review-12227518)

**["QorusDocs helps me to automatize pursuits set up process"](https://www.g2.com/survey_responses/qorusdocs-review-10744690)**

**Rating:** 5.0/5.0 stars

_— Mariana F._

[Read full review](https://www.g2.com/survey_responses/qorusdocs-review-10744690)

#### What Are G2 Users Discussing About QorusDocs?

- [What is QorusDocs used for?](https://www.g2.com/discussions/what-is-qorusdocs-used-for) - 1 comment
- [What does Qorus do?](https://www.g2.com/discussions/what-does-qorus-do) - 1 comment
- [What is Proposal Management Software?](https://www.g2.com/discussions/what-is-proposal-management-software)
- [What is RFP software?](https://www.g2.com/discussions/qorusdocs-what-is-rfp-software)
- [What is qorus breeze?](https://www.g2.com/discussions/what-is-qorus-breeze)

### [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews)

Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe.

**Average Rating:** 4.3/5.0

**Total Reviews:** 66

#### How Do G2 Users Rate Vendavo?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Vendavo?

- **Seller:** [Vendavo](https://www.g2.com/sellers/vendavo)
- **Company Website:** www.vendavo.com
- **Year Founded:** 1998
- **HQ Location:** Denver, Colorado
- **Twitter:** @Vendavo  
6,204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=978da22213979a1fcdcb064bf9903e3f95455f787b5467fd6c4e471cb26d7fdb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14613%2F&secure%5Burl_type%5D=linkedin_company_website)  
440 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Machinery, Computer Software
- **Company Size:** 38% Large, 38% Medium

#### What Do G2 Reviewers Say About Vendavo?

_AI-generated summary from verified user reviews_

##### Pros

- Users value Vendavo for its **effective pricing optimization** , enhancing B2B pricing strategies and improving margin management.
- Users value the **solid framework and analytics capabilities** of Vendavo for effective B2B pricing management.
- Users find Vendavo’s platform to be **user-friendly after initial learning** , greatly enhancing pricing and approvals efficiency.
- Users appreciate the **easy integrations** with SAP, allowing smooth data flows after initial configuration adjustments.
- Users find Vendavo's **integrations with ERP systems** to be surprisingly painless, enhancing data flow and usability.

##### Cons

- Users struggle with the **complexity of implementation** , facing a steep learning curve and performance issues with large datasets.
- Users face **difficult customization** challenges, leading to high consultancy costs and a need for extensive training.
- Users face a **difficult learning process** with Vendavo, requiring extensive training and struggling with a complex interface.
- Users find that **customization can be quite expensive** due to high consultancy fees and ongoing dependencies.
- Users experience **lagging performance** with large datasets, causing frustration and hindering quick pricing tasks.

#### What Are Recent G2 Reviews of Vendavo?

**["Excellent for Pricing Insights and Margin Optimization"](https://www.g2.com/survey_responses/vendavo-review-11968271)**

**Rating:** 4.0/5.0 stars

_— charlotte s._

[Read full review](https://www.g2.com/survey_responses/vendavo-review-11968271)

**["Vendavo PA"](https://www.g2.com/survey_responses/vendavo-review-4576703)**

**Rating:** 4.5/5.0 stars

_— Vladimir B._

[Read full review](https://www.g2.com/survey_responses/vendavo-review-4576703)

### [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews)

Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing.

**Average Rating:** 4.3/5.0

**Total Reviews:** 50

#### How Do G2 Users Rate Tacton CPQ?

- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Tacton CPQ?

- **Seller:** [Tacton](https://www.g2.com/sellers/tacton)
- **Year Founded:** 1998
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @TactonSystems  
1,180 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f29bea6943ce8f64579a74e1e0f5da17cd8f3f377d26c897c069eaf9ef33088&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F43155%2F&secure%5Burl_type%5D=linkedin_company_website)  
246 employees on LinkedIn®
- **Phone:** +46 (0) 8 690 07 50

#### Who Uses This Product?

- **Top Industries:** Mechanical or Industrial Engineering, Industrial Automation
- **Company Size:** 63% Large, 19% Small

#### What Do G2 Reviewers Say About Tacton CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Tacton CPQ, enhancing smart configurations and quick quoting processes.
- Users value the **easy integrations** of Tacton CPQ, which streamline processes and enhance efficiency in configurations.
- Users praise the **flexibility** of Tacton CPQ, benefiting from its versatile omni-channel capabilities and native visualization tools.
- Users value the **implementation ease** of Tacton CPQ, highlighting its seamless integration and user-friendly features.
- UsersValue the **seamless integrations** of Tacton CPQ, enhancing efficiency and streamlining their sales processes.

##### Cons

- Users experience **dependency issues** with Tacton CPQ, leading to challenges in configuration and customization flexibility.
- Users find the setup of Tacton CPQ **expensive** , which can be a barrier to effective implementation and use.
- Users face a **steep learning curve** , making initial setup and customization challenging and time-consuming.
- Users experience significant challenges due to the **limited customization** options in Tacton CPQ, affecting their usability.
- Users find the **poor interface design** of Tacton CPQ unappealing, hindering overall usability and satisfaction.

#### What Are Recent G2 Reviews of Tacton CPQ?

**["Tacton CPQ"](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)**

**Rating:** 5.0/5.0 stars

_— Harshit S._

[Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)

**["CPQ determines the right product to deliver based on customer needs to solve a problem."](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)**

**Rating:** 4.5/5.0 stars

_— Verified User in Food Production_

[Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)

#### What Are G2 Users Discussing About Tacton CPQ?

- [What is CPQ in manufacturing?](https://www.g2.com/discussions/what-is-cpq-in-manufacturing)
- [What does CPQ mean?](https://www.g2.com/discussions/what-does-cpq-mean)
- [What is Tacton CPQ?](https://www.g2.com/discussions/what-is-tacton-cpq) - 1 comment

### [SmartDocs](https://www.g2.com/products/smartdocs/reviews)

Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate SmartDocs?

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind SmartDocs?

- **Seller:** [ThirtySix Software](https://www.g2.com/sellers/thirtysix-software)
- **Year Founded:** 2009
- **HQ Location:** Rochester, NY
- **Twitter:** @36software  
354 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f7cc142a0ccaf0553aef1b9a6592fc1ce7e86755b6a83b484ba960a6259a6b1d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1162882%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 53% Small, 27% Large

#### What Are Recent G2 Reviews of SmartDocs?

**["The easy generation and processing of multi-purpose doc files."](https://www.g2.com/survey_responses/smartdocs-review-4164120)**

**Rating:** 5.0/5.0 stars

_— Alison J._

[Read full review](https://www.g2.com/survey_responses/smartdocs-review-4164120)

**["Documents made easier"](https://www.g2.com/survey_responses/smartdocs-review-4570374)**

**Rating:** 5.0/5.0 stars

_— Dillon C._

[Read full review](https://www.g2.com/survey_responses/smartdocs-review-4570374)

#### What Are G2 Users Discussing About SmartDocs?

- [What is SmartDocs used for?](https://www.g2.com/discussions/what-is-smartdocs-used-for)

### [Ideagen Collaboration Portal](https://www.g2.com/products/ideagen-collaboration-portal/reviews)

Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

**Average Rating:** 4.2/5.0

**Total Reviews:** 139

#### How Do G2 Users Rate Ideagen Collaboration Portal?

- **Ease of Use:** 8.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ideagen Collaboration Portal?

- **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen)
- **Year Founded:** 2000
- **HQ Location:** Ruddington, Nottingham
- **Twitter:** @Ideagen\_  
2,172 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6655b5ba4b1663e52d01d3ccebcf7f42ae8d5fa0ce0a5e9f1e935a92bf8234c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2280940&secure%5Burl_type%5D=linkedin_company_website)  
1,386 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management, Government Administration
- **Company Size:** 42% Small, 32% Large

#### What Do G2 Reviewers Say About Ideagen Collaboration Portal?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** in Ideagen Collaboration Portal ensures seamless collaboration without the need for special training.
- Users laud the **exceptional customer support** , consistently highlighting the responsiveness and effectiveness of the Ideagen team.
- Users appreciate the **easy collaboration** offered by Ideagen Collaboration Portal, streamlining teamwork across diverse stakeholders.
- Users find the **easy setup** of Ideagen Collaboration Portal enhances collaborative efforts across diverse stakeholders.
- Users appreciate the **solid security features** of Ideagen Collaboration Portal, ensuring the safety of sensitive information.

##### Cons

- Users express concerns about **high cancellation fees** and poor support after years of loyalty to Ideagen Collaboration Portal.
- Users note a **difficult learning curve** , especially for those unfamiliar with technology, impacting overall usability.
- Users face **frequent editing issues** in documents, leading to frustrations and functionality limitations within the Ideagen Collaboration Portal.
- Users find the Ideagen Collaboration Portal **expensive** for its lack of basic features and poor customer support.
- Users face **inconvenience** with frequent re-logins and limited flexibility in workflows on the Ideagen Collaboration Portal.

#### What Are Recent G2 Reviews of Ideagen Collaboration Portal?

**["Great Collaboration Workspace for Sharing Documents and Planning Projects"](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)**

**Rating:** 4.5/5.0 stars

_— Carine P._

[Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)

**["Excellent for managing project documentation and its storage"](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)**

**Rating:** 4.5/5.0 stars

_— María de Lourdes R._

[Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)

#### What Are G2 Users Discussing About Ideagen Collaboration Portal?

- [How much does huddle cost?](https://www.g2.com/discussions/how-much-does-huddle-cost)
- [What is team huddle?](https://www.g2.com/discussions/what-is-team-huddle)
- [How do you use the Huddle app?](https://www.g2.com/discussions/how-do-you-use-the-huddle-app)
- [What is Huddle app?](https://www.g2.com/discussions/what-is-huddle-app)

### [Bidsketch](https://www.g2.com/products/bidsketch/reviews)

Web app used by freelancers, consultants, and agencies to create professional looking proposals in minutes.

**Average Rating:** 3.6/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Bidsketch?

- **Ease of Use:** 8.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Bidsketch?

- **Seller:** [SignWell](https://www.g2.com/sellers/signwell)
- **Year Founded:** 2010
- **HQ Location:** Portland, OR
- **Twitter:** @SignWellApp  
300 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=54bfa251a30d9833dabd9f00a848553d308fb9b65776636698882e52083ea7b2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsignwellapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 73% Small, 18% Medium

#### What Are Recent G2 Reviews of Bidsketch?

**["An Easy to Use Reasonable Price Proposal Solution!"](https://www.g2.com/survey_responses/bidsketch-review-3224909)**

**Rating:** 4.0/5.0 stars

_— L. P._

[Read full review](https://www.g2.com/survey_responses/bidsketch-review-3224909)

**["Great tool to create and share proposals. "](https://www.g2.com/survey_responses/bidsketch-review-2367304)**

**Rating:** 5.0/5.0 stars

_— Zane A. P._

[Read full review](https://www.g2.com/survey_responses/bidsketch-review-2367304)

#### What Are G2 Users Discussing About Bidsketch?

- [What is Bidsketch used for?](https://www.g2.com/discussions/what-is-bidsketch-used-for)

### [Proposable](https://www.g2.com/products/proposable/reviews)

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 74

#### How Do G2 Users Rate Proposable?

- **Ease of Use:** 8.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposable?

- **Seller:** [Proposable](https://www.g2.com/sellers/proposable)
- **Year Founded:** 2009
- **HQ Location:** Bloomington, IN
- **Twitter:** @Proposable  
1,704 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5fff2f45fb43f75215b443052bbdf152872e4452728adf248a1fc005ebdf5de4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3353595%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®
- **Phone:** 1-888-901-7970

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 55% Small, 35% Medium

#### What Do G2 Reviewers Say About Proposable?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Proposable, finding it simple to navigate and learn quickly.
- Users value the **navigation ease** of Proposable, finding it simple to use and learn quickly.

##### Cons

- Users report **slow performance** of Proposable, frequently facing downtimes that hinder timely completion of tasks.
- Users are frustrated with Proposable's **frequent downtime and lack of updates** , which hinder timely usage and improvements.

#### What Are Recent G2 Reviews of Proposable?

**[""A real excellent program pertaining to business expansion"](https://www.g2.com/survey_responses/proposable-review-3568872)**

**Rating:** 4.0/5.0 stars

_— NANDANI S._

[Read full review](https://www.g2.com/survey_responses/proposable-review-3568872)

**["Best of the Best"](https://www.g2.com/survey_responses/proposable-review-2056644)**

**Rating:** 5.0/5.0 stars

_— Grant G._

[Read full review](https://www.g2.com/survey_responses/proposable-review-2056644)

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[Browse Proposal Themes](/categories/proposal/themes)

Benefits of Proposal Software with API / Integrations capabilities include: Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Below are the top-rated Proposal Software with API / Integrations capabilities, as verified by G2’s Research team. Real users have identified API / Integrations as an important function of Proposal Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Show More

* * *

## How Do You Choose the Right Proposal Software?

### 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.