Top Tools at a Glance
Best for Fast, template-driven proposals | User Review "Effortless Document Management, Ideal for All Users" ![]() NF Niyalish F.
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Best for | User Review "Automates Sales with Easy Integrations" ![]() KG Kaif G.
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![]() Sponsored You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings. BoldSign | Product Description This description is provided by the seller. BoldSign is an easy-to-use and secure electronic signature solution. With BoldSign you can quickly sign documents or send them out for signature, complete contracts, fill out forms, approve... | Try for Free | |
Best for Interactive, web-style proposals | User Review "" ![]() MM Milagros M. Small-Business (50 or fewer emp.) | ||
Best for High-volume RFP and questionnaire responses | User Review "Transforms RFP Responses with an Impressive Content Library" A Verified User Small-Business (50 or fewer emp.) | ||
Best for Centralized RFP content management | User Review "very useful" A Verified User Enterprise (> 1000 emp.) | ||
Best for Team-scaled proposal consistency | User Review "Excellent Data Security and Compliance Focus" PK Pramod K. Mid-Market (51-1000 emp.) | ||
Best for Services proposals with recurring pricing | User Review "Effortless Proposals and Agreements with Smart Pricing Features" A Verified User Small-Business (50 or fewer emp.) | ||
Best for Proposal delivery with sales engagement | User Review "Excellent Tool for Music Admissions Teams" A Verified User Mid-Market (51-1000 emp.) | ||
Best for Complex configuration and pricing proposals | User Review "Streamlined Quoting with Powerful Automation - OCPQ" HT Harish T. Enterprise (> 1000 emp.) | ||
Best for Proposal-to-billing automation for service firms | User Review "Transforms Client Engagements with Ease" ![]() DV Danielle V.
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You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
This description is provided by the seller.
BoldSign is an easy-to-use and secure electronic signature solution. With BoldSign you can quickly sign documents or send them out for signature, complete contracts, fill out forms, approve...
High-volume RFP and questionnaire responses
Complex configuration and pricing proposals
Buyer's Guide: Proposal
All Proposal Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use of PandaDoc, finding it user-friendly and efficient for managing signatures and documents.
Users love the easy document management of PandaDoc, benefiting from its user-friendly interface and seamless CRM integration.
Users love the easy mailing options of PandaDoc, making template management and document sending effortless and efficient.
Users find signature issues with PandaDoc, particularly regarding personal signature usage and mobile interface difficulties.
Users find the expensive pricing of PandaDoc limits access to useful features and functionality.
Users mention a need for missing features like advanced calculation tables to enhance usability and efficiency.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the responsive customer support of DealHub.io, noting its speed and thoroughness in resolving issues.
Users commend the ease of use of DealHub.io, appreciating its intuitive interface and quick implementation process.
Users highlight the time-saving features of DealHub.io, enhancing focus on closing deals and improving sales efficiency.
Users find the steep learning curve of DealHub.io challenging initially, but support helps ease the process.
Users find limited customization options challenging, often needing workarounds or external support for advanced features.
Users find a steep learning curve with DealHub.io, making initial setup and customization time-consuming and complex.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Qwilr, finding it fast and intuitive for creating professional proposals.
Users find Qwilr's simplicity in creating proposals extremely helpful, enhancing both efficiency and presentation quality.
Users commend the exceptional customer support of Qwilr, noting quick responses and helpful solutions whenever needed.
Users find Qwilr's limited customization options restrictive, hindering branding flexibility and causing layout issues during exports.
Users face missing features like limited functionalities and challenges with document sign-offs and email customization.
Users note limited functionalities and seek more formatting options to enhance their experience with Qwilr.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Responsive, finding it intuitive and effective for daily tasks and collaboration.
Users appreciate the powerful project creation and answer library, benefiting from innovative features and excellent support.
Users highlight the efficiency of Responsive, revolutionizing RFI management and significantly reducing response times.
Users find the learning curve steep, often feeling overwhelmed by the platform's many features and options.
Users find the interface unintuitive, making it challenging to navigate and locate content effectively.
Users express disappointment about missing features like personalized settings and comprehensive Q&A views, impacting their overall experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use with Proposify, streamlining proposal creation and enhancing client engagement effortlessly.
Users love the sleek, customizable templates of Proposify, streamlining proposal creation and elevating professionalism effortlessly.
Users appreciate the easy creation of proposals with Proposify, thanks to its numerous customizable templates.
Users find the difficult editing process in Proposify frustrating, as it lacks intuitiveness and user-friendliness.
Users find the limited customization options in Proposify restrict their ability to create tailored proposals effectively.
Users often face editing difficulties with Proposify, notably in text formatting and table management, which can be frustrating.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users enjoy the great ease of use of GetAccept, with no complaints about functionality from their team.
Users value the exceptional customer support from GetAccept, appreciating quick and accurate responses to their queries.
Users value the exceptional customer support of GetAccept, consistently impressed by its responsiveness and helpfulness.
Users note the missing features like PDF conversion and branding options, which are important for their needs.
Users find limited customization frustrating, as it forces duplication of contracts and complicates document management.
Users find difficult editing in GetAccept's quote templates challenging, but customer service provides speedy assistance.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Ignition's interface incredibly easy to use, significantly enhancing client-friendly tech experiences and proposal creation.
Users appreciate the top-notch customer support of Ignition, enhancing their experience through prompt assistance and guided resources.
Users love the easy setup of Ignition, streamlining client onboarding and enhancing overall efficiency in proposals and payments.
Users find Ignition to be expensive, noting the cost compared to previous free services and competitors.
Users experience a notable learning curve initially, particularly with setups, though improvements are gradually being made.
Users feel restricted by the limited customization options in Ignition, affecting the design of their proposals.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find DocSend to be easy to use, enhancing their document sharing with secure and efficient tools.
Users appreciate the secure document sharing capabilities of DocSend, ensuring accountability and professionalism in every transaction.
Users value DocSend's secure document tracking and comprehensive features, enhancing collaboration and efficiency in their workflows.
Users find the pricing to be expensive, especially for small teams and those not in startup programs.
Users find the lack of features challenging, especially regarding configuration and the limitations of lower-tier plans.
Users find limited features in DocSend packages relative to cost, making it less ideal for smaller teams.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the flexibility and customizability of ConnectWise CPQ, enhancing their quoting efficiency and automation.
Users appreciate the responsive customer support of ConnectWise CPQ, enhancing their overall experience and reliability.
Users love the flexibility and customizability of ConnectWise CPQ, enhancing their quoting process with ease.
Users find the difficult editing in ConnectWise CPQ frustrating, hindering efficient document formatting and modifications.
Users experience numerous bug issues with ConnectWise CPQ, leading to frustration and inefficiencies in their workflow.
Users find the setup process complex and overwhelming, often recommending consulting expertise for better navigation.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find QuoteWerks to be extremely easy to use, significantly speeding up the quoting process and enhancing efficiency.
Users love the professional templates of QuoteWerks, which streamline the quoting process and save significant time.
Users value the time-saving capabilities of QuoteWerks, drastically reducing quote preparation from hours to mere minutes.
Users often face a complex setup process that can be time-consuming and challenging to navigate initially.
Users find the interface design poor, noting it feels outdated and hampers navigation and setup efficiency.
Users feel the interface is dated, impacting navigation and overall user experience despite some appreciating its familiarity.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the customization options of Epicor CPQ, enabling tailored configurations and compatibility for diverse products.
Users appreciate the ease of use of Epicor CPQ, facilitating quick updates and seamless order processing.
Users highlight the intuitive interface of Epicor CPQ, making it easy to sell products and services effectively.
Users note that the slow performance of Epicor CPQ can lead to glitches and screen freezes during heavy use.
Users often face bug issues with Epicor CPQ, including glitches and screen freezes during heavy use.
Users find the complex implementation of Epicor CPQ requires specialists, complicating configuration changes significantly.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the insights and ease of use with ClientPoint, which simplifies managing complex sales processes.
Users appreciate the ease of client management, effectively tracking and organizing shared documents throughout the sales process.
Users love the ease of use and tracking capabilities of ClientPoint for managing complex sales processes.
Users experience significant performance issues with slow loading times for pages and document uploads.
Users experience slow saving issues with ClientPoint, leading to frustrating delays during document uploads.
Users experience slow loading times with ClientPoint, facing delays when uploading documents and saving changes.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the intuitive functionality of QorusDocs, making document creation effortless for all experience levels.
Users love the excellent document management capabilities of QorusDocs, enabling seamless collaboration and integration with O365.
Users commend the responsive customer support from QorusDocs, enhancing collaboration and improving internal processes effectively.
Users find the limited features of QorusDocs restrict their ability to track and manage pursuits effectively.
Users find the relationship with SharePoint libraries complex, experiencing difficulties that affect overall usability.
Users find QorusDocs requires considerable time and effort, emphasizing the difficult learning curve for effective usage.


















