Proposal Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Proposal Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Proposal Software Articles
What is Contract Management and Why is It Important?
Contracts govern almost every interaction between businesses.
by Mary Clare Novak
10 Best e Signature Services of 2024
Tired of endless paperwork and slow, inefficient processes?
by Samudyata Bhat
Proposal Software Discussions
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Question on: PandaDoc
Is PandaDoc safe?Is PandaDoc safe?
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Answered: Charles Kaelin on May 24, 2022
Answered: Charles Kaelin on May 24, 2022
I believe so. We push out and manage a large volume of agreements and no issues so far.
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Yes, the account is password-protected, and important information can be masked on documents (ex. social security numbers). If there are multiple users on the account workspaces can be set up where only certain users can access certain files.
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ABSOLUTELY!
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Answered: Anna Parkhanovich on May 6, 2022
Yes it is. Our company has been quite comfortable using it and including the payment feature in our SoWs and contracts for receiving payments.
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Absolutely.
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Yes. Safe for standard business documents I use (sales contracts, layout approvals, change orders, etc.).
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Question on: Loopio
What is the best way to use the "Library"?I need the Project questions automatically to Library or provide a single click button to add a question to the Library while doing the RFP responses. I feel this feature will help me to add questions easily compared to the current method. Kindly help if I am wrong.
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Hi Gokul,
Great question! We currently have a workflow that allows you to thoughtfully update your Library, as you respond to an RFP. This allows you to update existing content; add new content; or even choose content not to send back to your Library, as you're completing an RFP.
Your CSM will be following up via email with more information and to see if you have any questions on using our in Project Close Loop :)
Sara
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You can also provide access to others that can use it to search the Library for quick answers. The slack integration makes it very easy to access the valuable library.
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Question on: Pricefx
Can I set pricing guidance for my sales team?Pricing Guidance
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Absolutely, this is what the QuoteConfigurator and PriceOptimizer are all about! You set your own rules and thresholds, combined with very flexible approval workflows.
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Yes you can set pricing guidance for your sales. Pricefx offers several features to help you manage and communicate pricing strategies effectively: Price Setting and Management, Quoting Tools, AI-Powered Insights, Dashboards and Reports, Integration with CRM.
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Proposal Software Reports
Mid-Market Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Proposal
Winter 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Proposal
Fall 2025
G2 Report: Grid® Report
Small-Business Grid® Report for Proposal
Fall 2025
G2 Report: Grid® Report
Mid-Market Grid® Report for Proposal
Fall 2025
G2 Report: Grid® Report
Grid® Report for Proposal
Fall 2025
G2 Report: Grid® Report
Momentum Grid® Report for Proposal
Fall 2025
G2 Report: Momentum Grid® Report



