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
10 Best Free e-Signature Software for 2026
Tired of endless paperwork and slow, inefficient processes?
by Samudyata Bhat
What is Contract Management and Why is It Important?
Contracts govern almost every interaction between businesses.
by Mary Clare Novak
Proposal Software Discussions
0
Question on: Responsive, formerly RFPIO
What is the best way to use the 'Auto Respond' feature?
What is the best way to use the 'Auto Respond' feature? How long does it take to start matching at a high percentage? Over 2,000 answers? Why does it not match in the same manner as the answer library?
You are able to control the % match scale when using the auto-respond - that will help filter the responses based on how identical you need the Q&A pair to be.
0
Question on: Responsive, formerly RFPIO
Need Executive Dashboard as PDF
Need Executive Dashboard as PDF
Please submit to their team if you are a client. See "SUBMIT IDEAS" at bottom left corner of their app page. Thanks
PS you may also export report to excel and PDF it although it is only data, not images as shown in dashboard.
0
Question on: Loopio
How do we versino control changes to content?
We'd like to see what changes a user made, and see how the content has evolved over time. Thing "track changes" in Word.
Version Control:
1) If you are releasing multiple versions of software you can version control on your answer through creating a tag for that version. Technically you could create a stack or a category for each version but I suspect this will start to make your library messy. When you review your answers (for new releases) you can flag tags that are no longer in use (you are not supporting that software)..
2) If you are talking about keeping old answers (previous versions) you can just make sure that when you "close the loop" (add content to library) that you make sure it is a new entry and not an overwrite. Still this might make your library difficult to search. Loopio will rank your answers by most often used, most recently used, most recently verified/reviewed so fresh material will be near the top.
When you click the "view" button, you can view all of the previous versions of a response, and each version provides you with the option to restore.
Loopio has this capability to add version numbers
Proposal Software Reports
Mid-Market Grid® Report for Proposal
Fall 2026
G2 Report: Grid® Report
Grid® Report for Proposal
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Proposal
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Proposal
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Proposal
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Proposal
Summer 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Proposal
Summer 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Proposal
Summer 2026
G2 Report: Grid® Report
Grid® Report for Proposal
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Proposal
Summer 2026
G2 Report: Momentum Grid® Report



