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Best Proposal Software with Engagement Tracking Capabilities

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How We Rank Software
50+
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3,320,200+
Verified Reviews
20,800+
Category Reviews

Fast, template-driven proposals

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PandaDoc

All-in-one proposal + CPQ automation

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DealHub.io

Interactive, web-style proposals

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Qwilr

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Top Tools at a Glance

Best for

Fast, template-driven proposals

User Review

"Straightforward Administration and Easy Contract Adjustments"

Nicholas K.
NK

Nicholas K.

Mid-Market (51-1000 emp.)

Best for

All-in-one proposal + CPQ automation

User Review

"Standardizes Quotes, Enhances Efficiency"

Rafael Z.
RZ

Rafael Z.

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Best for

Interactive, web-style proposals

User Review

"Great Visual Way to Build Sales Proposals"

MG

Maciej G.

Mid-Market (51-1000 emp.)

Best for

High-volume RFP and questionnaire responses

User Review

"Seamless Approved Content Imports and InDesign Export for Strong Brand Control"

PA

Paula A.

Mid-Market (51-1000 emp.)

Best for

Services proposals with recurring pricing

User Review

"Proposals in Under 60 Seconds, Backed by Fantastic Support"

Kari B.
KB

Kari B.

Small-Business (50 or fewer emp.)

Best for

Centralized RFP content management

User Review

"Loopio transformed our global approach to RFP management"

AB

Andy B.

Best for

Proposal delivery with sales engagement

User Review

"Improves Customer Experience & Houses All Info In One Digital Workspace For Customers"

Verified User
G

Verified User

Small-Business (50 or fewer emp.)

Best for

Team-scaled proposal consistency

User Review

"Proposify Streamlines Proposals with Templates, Automation, Tracking, and E-Signatures"

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

Best for

Automated document generation from CRM data

User Review

"Effortless Bulk Document Generation, Minor Hiccups"

CC

Chirag C.

Mid-Market (51-1000 emp.)

Best for

Proposal-to-billing automation for service firms

User Review

"Streamlined Client Onboarding with Professional Ease"

Steven R.
SR

Steven R.


Fast, template-driven proposals

All-in-one proposal + CPQ automation

Interactive, web-style proposals

High-volume RFP and questionnaire responses

Services proposals with recurring pricing

Centralized RFP content management

Proposal delivery with sales engagement

Team-scaled proposal consistency

Automated document generation from CRM data

Proposal-to-billing automation for service firms

Buyer's Guide: Proposal

All Proposal Tools

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22 Listings in Proposal Available
Why buyers love it?
Pros and Cons

Users appreciate the user-friendly interface of PandaDoc, enabling effortless document creation and editing.

Users love the ease of use in PandaDoc, enhancing document management and saving valuable time.

Users appreciate the user-friendly interface of PandaDoc, highlighting its ease of use and quick document processing.

Users find it challenging with signature issues, affecting usability and document presentation in PandaDoc.

Users find the missing features of PandaDoc frustrating, impacting document flexibility and workflow automation.

Users find PandaDoc to be expensive, especially for beginners and small teams with limited budgets.

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Why buyers love it?
Pros and Cons

Users value the responsive support team of DealHub.io, noting their fast and thorough assistance and resources.

Users value the ease of use of DealHub.io, enabling quick adoption and efficient scaling for all team members.

Users value the efficiency of DealHub.io, which streamlines sales processes and significantly improves overall operations.

Users note that the learning curve can be steep, especially for advanced features requiring workarounds and support.

Users find the limited customization of DealHub.io requires workarounds, making it less user-friendly for some teams.

Users find the steep learning curve of DealHub.io challenging, especially for new users trying to grasp its features.

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G2 recognized Qwilr
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Why buyers love it?
Pros and Cons

Users value the ease of use of Qwilr, enhancing productivity and simplifying the proposal creation process.

Users commend Qwilr's exceptional customer support, consistently highlighting its speed, helpfulness, and responsiveness to suggestions.

Users find Qwilr's fast and easy experience for creating stunning proposals a true game-changer for their workflow.

Users desire more customization options in Qwilr, feeling limited by the current branding and template restrictions.

Users express concern over limited features, particularly lacking text adjustment for Arabic and missing integration options.

Users find Qwilr lacking in advanced editing features, affecting flexibility and layout options for their documents.

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Why buyers love it?
Pros and Cons

Users appreciate the ease of use of Responsive, enjoying seamless collaboration and intuitive features that enhance efficiency.

Users praise the powerful project creation and AI features of Responsive, enhancing efficiency and collaboration significantly.

Users highlight the efficiency of Responsive, transforming hours of work into mere minutes while enhancing collaboration and quality.

Users find the learning curve steep due to complex UI changes, making initial navigation challenging for new users.

Users find the interface not intuitive, complicating the user experience despite the abundance of features available.

Users express a need for missing features like customizable responses and additional templates for proposal bids.

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Why buyers love it?
Pros and Cons

Users appreciate the ease of use of GetAccept, finding it simple and intuitive for creating deal rooms.

Users praise the top-notch customer support of GetAccept, noting its quick response and easy implementation.

Users praise GetAccept for its exceptional customer support, making the digital workflow experience seamless and efficient.

Users point out missing features in GetAccept, including issues with signer layout and document editing capabilities.

Users find difficult editing frustrating, particularly with signature sizes and inability to modify sent quotes.

Users find the limited customization options in GetAccept challenging, hindering their ability to tailor solutions effectively.

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Why buyers love it?
Pros and Cons

Users find Proposify to be intuitive and easy to use, streamlining the proposal creation process effectively.

Users value the customizable templates in Proposify, enhancing organization and professionalism in proposals and quotes.

Users love the ease of creation with Proposify, enjoying quick, professional, and customizable proposal setups.

Users find the difficult editing experience in Proposify frustrating, especially when compared to alternatives like Google Docs.

Users find the editing difficult, reporting struggles with the page builder's flexibility and user-friendliness.

Users find the limited customization options restrictive, hindering their ability to design and format pages effectively.

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Why buyers love it?
Pros and Cons

Users value the ease of use of Ignition, appreciating smooth onboarding and straightforward UX for customization.

Users value Ignition's attentive customer support, which makes onboarding and integration smooth and efficient.

Users love the easy setup of Ignition, streamlining proposals and payments for a seamless client experience.

Users find Ignition to be expensive, particularly for solo practitioners or small firms with limited feature usage.

Users experience a significant learning curve initially, with some clunky back-end processes hindering usability.

Users find the limited customization options frustrating, particularly with forms and template flexibility in Ignition.

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G2 recognized DocSend
Product Description
Pros and Cons

Users highlight the ease of use of DocSend, simplifying document sharing and enhancing collaboration efficiently.

Users appreciate the secure document tracking features of DocSend, enhancing material management and providing transparency.

Users appreciate the user experience and analytics, enabling customized access and improved material tracking for better workflow.

Users find DocSend to be expensive compared to its value, especially for those with limited budgets.

Users find DocSend lacking features, with advanced options and file organization capabilities limited in lower-tier plans.

Users find DocSend has limited features in basic plans, restricting capabilities like document sharing and tracking.

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Product Description
Product Description
Pros and Cons

Users appreciate the ease of use of QuoteWerks, enjoying streamlined processes and organized data for efficient quoting.

Users appreciate the customizable quote templates of QuoteWerks, enhancing branding and streamlining the quoting process efficiently.

Users value the efficiency of QuoteWerks, streamlining quotes and invoicing while minimizing errors and saving time.

Users find the interface design outdated, causing navigation issues and limiting overall user experience and efficiency.

Users experience a complex setup process that can be time-consuming, especially when integrating with existing systems.

Users report a dated interface that hinders navigation and setup, suggesting a need for more modernization.

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Product Description
Pros and Cons

Users value the customization options in Epicor CPQ, enabling tailored solutions for diverse products and services.

Users value the ease of use of Epicor CPQ, facilitating quick updates and efficient order processing.

Users praise Epicor CPQ for its intuitive design, making it easy to sell products and services effectively.

Users often face slow performance with Epicor CPQ, leading to glitches and frozen screens during excessive use.

Users often face bug issues with Epicor CPQ, including glitches and freezing screens during heavy usage.

Users find the implementation of complex configurations requires a specialist, complicating the overall user experience.

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Product Description
Pros and Cons

Users value the efficiency of Zilliant CPQ, greatly enhancing quote and order processing times.

Users value the customization and integration capabilities of Zilliant CPQ, enhancing efficiency and competitive advantage.

Users value the customizability of Zilliant CPQ, enabling tailored solutions and enhanced security features for their processes.

Users find the slow loading time for complex operations to be a frustrating aspect of Zilliant CPQ.

Users experience slow performance during complex operations, wishing for improved loading times.

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G2 recognized Nusii
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Product Description
Pros and Cons

Users find Oneflow to be extremely user-friendly, especially appreciating its intuitive interface and seamless HubSpot integration.

Users praise the intuitive design of Oneflow, noting its ease of use and seamless integration with existing workflows.

Users value the efficiency of Oneflow, praising its ability to streamline contract management and enhance workflows.

Users express frustration over missing features like page signatures and document approval, often leading to reliance on other tools.

Users report integration challenges with Oneflow, finding manual processes and limited features frustrating during document management.

Users note significant limitations in Oneflow, as essential features like multiple signatures and document review are missing.

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Product Description
Pros and Cons

Users appreciate the ease of use and insights provided by ClientPoint for streamlining the sales process.

Users appreciate the client management features of ClientPoint for organizing and transitioning documents efficiently.

Users commend Customer Success with ClientPoint, enhancing organization and transition during complex sales processes.

Users experience performance issues with slow page loading and delays in document uploads and saving.

Users experience saving issues with ClientPoint, often facing delays of seconds to minutes when uploading documents.

Users experience slow loading times, needing to wait up to a minute for pages and document uploads.

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Frequently asked questions about Proposal Software

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