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Best Proposal Software for Medium-Sized Businesses

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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

All Proposal Tools

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36 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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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 appreciate the ease of use of Loopio, highlighting its intuitive interface that streamlines project management and collaboration.

Users value the time-saving capabilities of Loopio, enhancing response speed through efficient content management and collaboration.

Users value Loopio for its enhanced efficiency, particularly with AI-driven autofill and user-friendly features for quick information access.

Users express a need for missing features, such as larger file uploads and improved content management capabilities.

Users face search function limitations and occasional formatting issues, which can hinder efficiency and require extra effort.

Users find customization limitations in Loopio, wishing for more flexibility in templates and workflows.

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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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Why buyers love it?
Pros and Cons

Users appreciate the seamless integration with Salesforce in Conga Composer, enhancing productivity and document professionalism.

Users value the document merging capabilities of Conga Composer, which enhances professionalism and accuracy in document creation.

Users value the time-saving capabilities of Conga Composer, streamlining document creation and enhancing efficiency in business processes.

Users find the learning curve steep for Conga Composer, making initial setup and debugging challenging.

Users experience a steep learning curve with Conga Composer, making it challenging to learn and troubleshoot effectively.

Users find limited template flexibility in Conga Composer, making customization challenging and sometimes frustrating during setup.

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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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G2 recognized Oracle CPQ
Why buyers love it?
Pros and Cons

Users appreciate the ease of use of Oracle CPQ, enabling efficient handling of complex sales processes and self-service quoting.

Users value the sales efficiency of Oracle CPQ, enhancing quote accuracy and speeding up deal closures effectively.

Users value the time-saving features of Oracle CPQ, enabling faster quote generation and improved efficiency in sales teams.

Users find Oracle CPQ's configuration complexity challenging, especially for those without prior experience or technical skills.

Users find the complex setup of Oracle CPQ challenging, especially without prior CPQ experience or technical expertise.

Users struggle with the steep learning curve of Oracle CPQ, making it challenging for new admins to adapt.

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Product Description
Pros and Cons

Users find Jotform Sign exceptionally easy to use, making document management and signature collection seamless and efficient.

Users praise the easy setup of Jotform Sign, making transitions smooth and hassle-free for document management.

Users love the intuitive interface of Jotform Sign, making document creation and signing effortless and efficient.

Users find Jotform Sign has limited customization, which restricts design flexibility and complicates layout adjustments.

Users report complicated signature workflows and the need for clearer functionalities, impacting overall usability of Jotform Sign.

Users experience form issues during setup and PDF export, leading to delays and formatting challenges.

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G2 recognized fynk
Product Description
Pros and Cons

Users value the ease of use of fynk, allowing seamless navigation for all departments without extensive training.

Users love the transformation in contract management with fynk, streamlining processes into a single, intuitive tool.

Users value the AI-driven data extraction of fynk, enhancing contract management and ensuring timely compliance and oversight.

Users note insufficient analytics in fynk, indicating a need for more detailed reporting and in-depth financial analysis.

Users find the dashboard issues with Fynk limit their ability to perform detailed financial analyses effectively.

Users often find limited reporting capabilities in fynk, requiring additional tools for advanced financial analysis.

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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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Product Description
Pros and Cons

Users find Inventive.AI extremely easy to use, simplifying management and ensuring quick, high-quality responses effortlessly.

Users praise the efficiency of Inventive.AI, noting significant time savings and improved proposal quality and compliance.

Users praise the accurate and context-rich responses of Inventive.AI, enhancing speed and quality in their work.

Users find the poor reporting capabilities of Inventive.AI limiting, seeking more customizable options and integrations.

Users find limited control over access management, desiring enhancements for team-specific permissions and filters.

Users note insufficient analytics in Inventive.AI, desiring more robust reporting and integration options for efficiency tracking.

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Product Description
Pros and Cons

Users find AutogenAI a time-saving tool, dramatically boosting productivity and easing the stress of writing tasks.

Users highlight the efficiency of AutogenAI, noting significant time savings in drafting and completing tasks with ease.

Users appreciate the ease of use of AutogenAI, which significantly enhances productivity and simplifies content creation.

Users find the learning curve challenging, especially for less tech-savvy individuals trying to navigate frequent changes.

Users find the user difficulty challenging due to a steep learning curve and confusing options, impacting usability.

Users find AutogenAI not intuitive, struggling with frequent changes, complex tools, and a challenging user interface.

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Product Description
Pros and Cons

Users find Cacheflow's ease of use enhances product adoption and improves team collaboration in sales processes.

Users value the easy setup of Cacheflow, enabling seamless integration and swift implementation for efficient processes.

Users value the effective proposal management of Cacheflow, which enhances win rates and improves team visibility.

Users find the missing features in Cacheflow limiting, wishing for automation and better organization options.

Users find Cacheflow's limited features lacking, especially in integrations and reporting capabilities for better usability.

Users face access limitations due to support being restricted to US work hours and third-party integration shortcomings.

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