Best Proposal Software for Small Business - Page 4

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 361

Category Stats (Oct 2026)

  • Average Rating: 4.5/5 (↓0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nusii (+0.42%) - Among all products in this category, Nusii recorded the largest rating increase compared to last month

Last updated: October 13, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,900+ Authentic Reviews
  • 361+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Proposal Software

G2 Grid® for Proposal Software plotting products by satisfaction and market presence

Highlighted products: PandaDoc, Anchor, Qwilr, Ignition, HoneyBook, GetAccept, Jotform Sign, and RELAYTO AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=anchor-anchor&focus%5B%5D=qwilr&focus%5B%5D=ignition&focus%5B%5D=honeybook&focus%5B%5D=getaccept&focus%5B%5D=jotform-sign&focus%5B%5D=relayto-ai&segment=small-business)

Ideagen Collaboration Portal

Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

Average Rating: 4.2/5.0

Total Reviews: 139

How Do G2 Users Rate Ideagen Collaboration Portal?

  • Ease of Use: 8.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 6.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,445 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Government Administration
  • Company Size: 42% Small, 32% Large

What Do G2 Reviewers Say About Ideagen Collaboration Portal?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Ideagen Collaboration Portal enhances their experience and ensures swift implementation.
  • Users commend the exceptional customer support of Ideagen Collaboration Portal, ensuring responsiveness and satisfaction with services.
  • Users value the easy collaboration features of Ideagen Collaboration Portal, enhancing teamwork and project management efficiency.
  • Users find the easy setup of the Ideagen Collaboration Portal simplifies collaboration across diverse stakeholders and projects.
  • Users appreciate the solid security features of Ideagen Collaboration Portal, ensuring the safety of sensitive information.
Cons
  • Users are frustrated by hidden costs and difficult cancellation policies, leading to dissatisfaction with Ideagen Collaboration Portal.
  • Users find the difficult learning curve challenging, especially for those unfamiliar with computers and the interface.
  • Users report issues with inconsistent editing and performance in the Ideagen Collaboration Portal, affecting overall usability.
  • Users find the Ideagen Collaboration Portal expensive due to high charges for basic features and unreliable customer support.
  • Users experience inconvenience from frequent logins and limited mobile app functionality, hindering overall usability.

What Are Recent G2 Reviews of Ideagen Collaboration Portal?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

RocketDocs

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

Average Rating: 4.2/5.0

Total Reviews: 104

How Do G2 Users Rate RocketDocs?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind RocketDocs?

  • Seller: RocketDocs
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 50% Medium, 31% Large

What Do G2 Reviewers Say About RocketDocs?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of RocketDocs, enhancing workflow efficiency and content management seamlessly.
  • Users value the efficiency of RocketDocs in streamlining approvals and enhancing workflow management for documentation.
Cons
  • Users find the inefficient search functionality of RocketDocs frustrating, hindering effective navigation of large databases.
  • Users are frustrated by the manual processes required for uploads and document attachments in RocketDocs, hindering efficiency.
  • Users face formatting issues with RocketDocs, making document generation and exports unnecessarily complicated and inconsistent.
  • Users find the inadequate filtering of RocketDocs frustrating, complicating the retrieval of necessary documents and results.

What Are Recent G2 Reviews of RocketDocs?

What Are G2 Users Discussing About RocketDocs?

Revv

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

Average Rating: 4.6/5.0

Total Reviews: 45

How Do G2 Users Rate Revv?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Revv?

  • Seller: Revv
  • Year Founded: 2018
  • HQ Location: Walnut, California
  • Twitter: @REVV
    298 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 24% Medium

What Are Recent G2 Reviews of Revv?

What Are G2 Users Discussing About Revv?

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Proposable

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

Average Rating: 4.2/5.0

Total Reviews: 74

How Do G2 Users Rate Proposable?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Proposable?

  • Seller: Proposable
  • Year Founded: 2009
  • HQ Location: Bloomington, IN
  • Twitter: @Proposable
    1,704 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®
  • Phone: 1-888-901-7970

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 35% Medium

What Do G2 Reviewers Say About Proposable?

AI-generated summary from verified user reviews

Pros
  • Users find Proposable to be an easy-to-navigate system, making it simple to learn and use effectively.
  • Users find the navigation ease of Proposable makes it simple to learn and use effectively.
Cons
  • Users experience slow performance with Proposable, leading to frustration and a lack of reliable updates.
  • Users report increasing update issues with Proposable, causing frustration and leading some to seek alternative solutions.

What Are Recent G2 Reviews of Proposable?

Fresh Proposals

Fresh Proposals is an advanced online proposal management platform designed to streamline the creation, customization, and tracking of business proposals. It empowers sales teams and professionals to craft visually appealing proposals efficiently, enhancing client engagement and increasing the likelihood of deal closures. Key Features and Functionality: - Customizable Templates: Access a variety of professionally designed templates that are fully customizable to align with your brand identity and specific client needs. - Drag-and-Drop Editor: Utilize an intuitive editor to add and arrange elements such as text boxes, images, videos, pricing tables, and e-signature fields, facilitating the creation of engaging proposals without technical expertise. - Interactive Pricing Tables: Incorporate dynamic pricing tables that allow clients to select services, adjust quantities, and view real-time pricing updates, simplifying the negotiation process. - E-Signatures: Enable clients to sign proposals electronically, expediting the approval process and reducing the need for physical documentation. - Proposal Analytics: Gain insights into client interactions with your proposals, including views, time spent on each section, and acceptance rates, allowing for data-driven improvements. - Content Library: Save frequently used sections, fees, and content blocks to a library for easy reuse, ensuring consistency and efficiency across multiple proposals. - Automated Workflows: Implement internal review and approval workflows to streamline the proposal process within your organization, reducing bottlenecks and ensuring quality control. - Integration Capabilities: Connect with various applications through integrations, enhancing functionality and aligning with existing workflows. Primary Value and Solutions Provided: Fresh Proposals addresses common challenges in the proposal process by offering tools that enhance efficiency, professionalism, and client engagement. By automating repetitive tasks, providing insightful analytics, and facilitating seamless collaboration, it enables businesses to create compelling proposals that stand out, ultimately leading to higher conversion rates and increased revenue.

Average Rating: 4.5/5.0

Total Reviews: 18

How Do G2 Users Rate Fresh Proposals?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Fresh Proposals?

  • Seller: Fresh Proposals
  • Year Founded: 2019
  • HQ Location: N/A
  • Twitter: @freshproposals
    244 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 89% Small, 6% Medium

What Do G2 Reviewers Say About Fresh Proposals?

AI-generated summary from verified user reviews

Pros
  • Users value the extremely fast and detailed customer support from Fresh Proposals, enhancing their overall experience.
  • Users value the easy creation of automated proposals with Fresh Proposals, enhancing efficiency and customization for their needs.
  • Users value the dynamic customization offered by Fresh Proposals, enabling personalized, scalable proposal creation with ease.
  • Users find Fresh Proposals very easy to use, appreciating its seamless integration and efficient proposal creation features.
  • Users value the easy integrations of Fresh Proposals, enhancing proposal management and streamlining workflows effortlessly.
Cons
  • Users find the auto-snap feature in the proposal editor can misalign elements, though it's easily adjustable.
  • Users find layout issues frustrating, particularly when trying to add pages or continue content seamlessly.
  • Users find the limited customization of Fresh Proposals inadequate for rapidly growing needs, despite appreciating the service quality.
  • Users experience slow performance with the wysiwyg, especially when needing customizations as they scale quickly.

What Are Recent G2 Reviews of Fresh Proposals?

ScalePad Quoter

Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.

Average Rating: 4.6/5.0

Total Reviews: 45

How Do G2 Users Rate ScalePad Quoter?

  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind ScalePad Quoter?

  • Seller: ScalePad
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Vancouver, BC
  • Twitter: @GoScalePad
    981 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    231 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Telecommunications
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About ScalePad Quoter?

AI-generated summary from verified user reviews

Pros
  • Users find ScalePad Quoter to be easy to use, enhancing productivity and facilitating quick quote creation and processing.
  • Users value the easy quoting process of ScalePad Quoter, enhancing efficiency and satisfaction in managing quotes.
  • Users enjoy the flexibility and intuitive setup of ScalePad Quoter's templates, enhancing their quoting experience.
  • Users appreciate the friendly and responsive customer support of ScalePad Quoter, making the quoting process effortless.
  • Users appreciate the customizability of ScalePad Quoter, enhancing efficiency and ensuring tailored quotes for diverse needs.
Cons
  • Users find limited customization options in ScalePad Quoter, wishing for more flexibility in proposals and templates.
  • Users find the missing features of ScalePad Quoter limiting, impacting efficiency and proposal quality.
  • Users highlight poor integration issues, particularly with invoicing and CRM communication, affecting the overall user experience.
  • Users face API integration issues with Stripe and Pipedrive that complicate invoicing and metrics tracking.
  • Users experience difficulty with stuck company names and non-updating prices, affecting the efficiency of quotes.

What Are Recent G2 Reviews of ScalePad Quoter?

What Are G2 Users Discussing About ScalePad Quoter?

Julie Jung
JJ
Researched and written by Julie Jung
Updated