Top Tools at a Glance
Best for Fast, template-driven proposals | User Review "User-Friendly and Effortless to Work With" A Verified User Mid-Market (51-1000 emp.) | ||
Best for All-in-one proposal + CPQ automation | User Review "Automates Sales with Easy Integrations" ![]() KG Kaif G.
| ||
You may also like | |||
![]() 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 "Effortless Integration, Intuitive Usage" ![]() OM Olivia M. Small-Business (50 or fewer emp.) | ||
Best for High-volume RFP and questionnaire responses | User Review "Essential Collaboration Tool for Streamlined Responses" U Verified User Mid-Market (51-1000 emp.) | ||
Best for Centralized RFP content management | User Review "very useful" A Verified User Enterprise (> 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 Team-scaled proposal consistency | User Review "Excellent Data Security and Compliance Focus" PK Pramod K. Mid-Market (51-1000 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 "Effortless Simplicity and Smooth Navigation" U Verified User Enterprise (> 1000 emp.) | ||
Best for Proposal-to-billing automation for service firms | User Review "Transforms Client Engagements with Ease" ![]() DV Danielle V.
| ||
All-in-one proposal + CPQ automation
You may also like

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 find PandaDoc's ease of use exceptional, with streamlined signature processes and user-friendly document updates.
Users find document management effortless with PandaDoc, thanks to its user-friendly interface and effective integration.
Users love the template platform and easy mailing options of PandaDoc, enhancing efficiency in document management.
Users struggle with signature issues, finding it difficult to use personal signatures and manage forms effectively.
Users find the cost of PandaDoc to be a barrier, limiting access to essential features and integrations.
Users express a desire for missing features in PandaDoc, such as advanced calculations and improved free options.
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 at DealHub.io, enhancing their overall experience and satisfaction.
Users appreciate the ease of use of DealHub.io, enabling quick setup and seamless team collaboration.
Users commend DealHub.io for its time-saving capabilities, enhancing efficiency and focus in the sales process.
Users note a steep learning curve with DealHub.io, though support helps mitigate the initial challenges.
Users find limited customization options in DealHub.io, often requiring support for advanced features and adjustments.
Users find the steep learning curve of DealHub.io challenging, requiring significant time and effort to navigate effectively.
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 highlight the ease of use of Qwilr, finding it fast, intuitive, and professional for proposals.
Users love Qwilr for its effortless proposal creation, enhancing professionalism and streamlining the sales process.
Users praise the exceptional customer support from Qwilr, highlighting quick responses and helpful solutions.
Users desire more customization options in Qwilr, citing design limitations that hinder branding flexibility.
Users note missing features such as limited functionalities and challenges with document customization in Qwilr.
Users note the limited functionalities and desire for more formatting options in Qwilr's user 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 of Responsive, enhancing collaboration and streamlining their workflow effectively.
Users value the powerful project creation and answer library features of Responsive, enhancing ease of use and innovation.
Users value the efficiency of Responsive, transforming time-consuming tasks into quick, streamlined processes that enhance productivity.
Users experience a steep learning curve with Responsive, finding the platform's many features overwhelming and unintuitive.
Users find the interface not intuitive, causing difficulties in navigation and locating content efficiently.
Users find the missing features like keyword search and customization options limit their effective use of Responsive.
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 value the ease of use of Ignition, appreciating its intuitive design and seamless integrations.
Users praise Ignition's top-notch customer support, highlighting helpful guidance and smooth implementation of features.
Users enjoy the easy setup of Ignition, facilitating professional proposals and seamless client onboarding.
Users find Ignition to be expensive, especially compared to its previous free version and some competitors.
Users experience a noticeable learning curve initially, especially with template setup and proposal creation.
Users note the limited customization in Ignition, especially for designing aesthetically pleasing proposals tailored to their needs.
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 value the ease of use of DocSend, enhancing their experience with secure and professional document sharing.
Users appreciate the secure document sharing and tracking capabilities of DocSend, enhancing accountability and professionalism.
Users love the secure document tracking features of DocSend, enhancing collaboration and workflow efficiency significantly.
Users find DocSend's pricing expensive, especially for startups or smaller teams not utilizing all features.
Users find DocSend lacking features for smaller teams and struggle with configuring the Spaces and managing data rooms.
Users find DocSend has limited features for the cost, especially for smaller teams needing more flexibility.
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 value the flexibility and customization of ConnectWise CPQ, enhancing their quoting process and team efficiency.
Users value the responsive customer support of ConnectWise CPQ, ensuring quick assistance and reliable service.
Users appreciate the flexibility and customizability of ConnectWise CPQ, enhancing their quoting process significantly.
Users find difficult editing in ConnectWise CPQ frustrating, as it requires additional access and lacks intuitive features.
Users often face bug issues with ConnectWise CPQ, which hampers functionality and frustrates the overall experience.
Users find the complex features of ConnectWise CPQ overwhelming, recommending expert help for proper setup.
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 value the ease of use of QuoteWerks, significantly speeding up the quoting process and improving efficiency.
Users praise the time-saving templates of QuoteWerks, streamlining the quoting process and enhancing team efficiency.
Users find that QuoteWerks significantly enhances time-saving by reducing quote preparation from hours to mere minutes.
Users often feel that the complex setup process is time-consuming, impacting the overall efficiency and experience.
Users find the poor interface design of QuoteWerks outdated, impacting navigation and overall user experience.
Users find the dated interface of QuoteWerks affects navigation, suggesting a more modern design for improved usability.
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 value the customization options in Epicor CPQ, allowing tailored product configurations and enhanced user experience.
Users value the ease of use of Epicor CPQ, enabling quick updates and efficient product sales.
Users value the intuitive interface of Epicor CPQ, making it easy to sell products and services effectively.
Users experience slow performance with Epicor CPQ, noting glitches and freeze issues under heavy use.
Users experience frequent bugs with Epicor CPQ, causing glitches and screen freezes during heavy usage.
Users find the complex implementation of Epicor CPQ necessitates specialist assistance for configuration changes.
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 provided by ClientPoint for managing complex sales processes.
Users appreciate the efficient client management of ClientPoint, simplifying document sharing and tracking throughout the sales process.
Users value the customer success features of ClientPoint, enhancing organization and tracking throughout the sales process.
Users experience significant performance issues with slow page loading and delays in document uploading and saving.
Users experience saving issues with slow page loads and delays in uploading and saving documents.
Users experience slow loading times, with delays of several seconds to a minute for uploads and document saves.
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 QorusDocs to be extremely intuitive, simplifying document creation for everyone from beginners to experts.
Users value the intuitive document management of QorusDocs, enhancing collaboration and integration with existing workflows.
Users appreciate the excellent customer support from QorusDocs, highlighting responsiveness and helpfulness in improving processes.
Users find the limited features of QorusDocs restrictive, making it difficult to track all their pursuits effectively.
Users often find the complexity of integration between QorusDocs and SharePoint libraries to be clunky and troublesome.
Users find QorusDocs to have a difficult learning curve, requiring time and effort to master its features.


















