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
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Question on: Conga Composer
How to map parent child records in excelIn conga excel format I get repeated requests for conditional values . Any way to use macros? Another question is regarding subqueries . How do we map child records to related parent in excel
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Macros don’t do too well because it needs to happen at runtime.
Instead, I dump the child data into a query on a separate tab in Excel and use sumifs or countifs statements to summary data or vlookup or index match to pull data onto other tabs.
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Question on: Proposify
Is there a way to manually mark contract "won" if 1/2 of signatures are filled inI only needed one signature but sent it to both of the client's emails. He signed it, and I need to mark the agreement won but it's still in the signing phase and I cannot edit the agreement.
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Hi Lexi,
I don't believe there is a way to manually mark it as won, however to confirm, just send a message to the team using the little chat box. They will get back to you quite quickly, and they are super efficient at answering any questions like this. I've always found them to be excellent!
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Hi Lexi! Once a proposal has been signed, we lock down all edits to ensure the document remains legally binding, so there isn't a way to manually mark a proposal as 'won'.
We recommend creating your proposals with only the necessary signatures so you don't run into this issue (though we completely understand that it may happen from time to time). Thanks for your question, and don't hesitate to reach out to support@proposify.com if anything else comes up or you want more clarification.
Happy closing!
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Question on: Loopio
Can I issue RFPs with Loopio?Issuing RFPs
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No. Loopio's RFP software is designed to help organizations respond to RFPs, DDQs, and Security Questionnaires.
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Proposal Software Reports
Mid-Market Grid® Report for Proposal
Spring 2026
G2 Report: Grid® Report
Grid® Report for Proposal
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Proposal
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Proposal
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Proposal
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Grid® Report for Proposal
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Proposal
Winter 2026
G2 Report: Momentum Grid® Report



