# Best Proposal Software - Page 11

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 294

### Category Stats (Aug 2026)

- **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Proposal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 22,600+ Authentic Reviews
- 294+ 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](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=6327&focus%5B%5D=19019)

Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, Anchor, Ignition, and DealHub AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

**Sponsored**

### Anchor

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-06T20%3A04%3A27Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=164780&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Fc%3D22%26locale%3Dde%26page%3D11&secure%5Btoken%5D=49be446707ee4391c0aa9464429927db718dddda229b26ec537793225b1c84de&secure%5Burl%5D=https%3A%2F%2Fwww.sayanchor.com%2Flp%2Fget-started-for-free%3Futm_medium%3Dcpc%26utm_channel%3Dpaid_media%26utm_source%3Dg2%26utm_campaign%3D986543217-g2_cpc_ads&secure%5Burl_type%5D=custom_url)

### [Netformx SalesXpert](https://www.g2.com/products/netformx-salesxpert/reviews)

Create IT Sales proposals remotely! With Netformx SalesXpert you can quickly and easily create validated and complete multi-vendor configurations and proposals that can be accurately deployed, thus increasing customer satisfaction. SalesXpert provides an interactive user experience for users to create and configure customer-specific proposals with a single system. The SalesXpert SaaS application seamlessly links customer information and configuration proposals by interfacing with CRM and other external systems. Quick proposal configuration - Following a simple workflow, you can select products from a variety of manufacturers, configure them accurately, and create a dynamic Bill of Materials (BOM) that updates automatically in real-time as you make changes. SalesXpert also suggests alternate products that can increase a deal’s profitability. The simplified configuration experience provides automatic validation and error correction of projects based on multi-vendor configuration rules maintained by Netformx KnowledgeXpert™. Projects can be shared between SalesXpert and Netformx DesignXpert® users. With Netformx SalesXpert you can: - Win more deals by quickly creating customer-specific, validated configurations, proposals, and BOMs, even at the customer site - Increase efficiency by eliminating the need to search, access, and manually integrate content from many vendor and internal systems - Increase accuracy and eliminate the need for specialized vendor product training - Accelerate profitability and achieve higher margins by incorporating your own value-add products and services - Maximize the benefits from vendor promotions and incentives

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Netformx SalesXpert?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Netformx SalesXpert?

- **Seller:** [Netformx](https://www.g2.com/sellers/netformx)
- **Year Founded:** 1994
- **HQ Location:** San Jose, US
- **Twitter:** @Netformx  
243 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=71a17d553f539fdb4012b3cf83c166c6c8125da89e0824ce378c146c86070288&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnetformx%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of Netformx SalesXpert?

**["NetformX Review"](https://www.g2.com/survey_responses/netformx-salesxpert-review-896817)**

**Rating:** 4.5/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/netformx-salesxpert-review-896817)

#### What Are G2 Users Discussing About Netformx SalesXpert?

- [What is Netformx SalesXpert used for?](https://www.g2.com/discussions/what-is-netformx-salesxpert-used-for)

### [Online Proposal Software](https://www.g2.com/fr/products/online-proposal-software/reviews)

Quotegine est un outil en ligne qui vous permet de créer des propositions commerciales dynamiques et professionnelles. Les propositions Quotegine sont beaucoup plus puissantes qu'un document Word standard. Elles sont plus faciles à créer, ont plus de fonctionnalités, sont interactives et fournissent des résultats traçables. Quotegine permet également la collaboration en équipe sur les propositions de vente.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Online Proposal Software?

- **Facilité d’utilisation:** 8.3/10 (Category avg: 8.9/10)
- **Workflows d’assemblage et d’approbation:** 8.3/10 (Category avg: 8.6/10)
- **Création de modèles et flexibilité:** 6.7/10 (Category avg: 8.6/10)
- **Personnalisation : variables et champs:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Online Proposal Software?

- **Vendeur:** [Quotegine](https://www.g2.com/fr/sellers/quotegine)
- **Année de fondation:** 2011
- **Emplacement du siège social:** Troy, US
- **Twitter:** @Quotegine  
464 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e63d2984a7a61134451b17c6d334492afe1ee50fd2d6dc500896014649cbce78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotegine&secure%5Burl_type%5D=linkedin_company_website)  
1 employés sur LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About Online Proposal Software?

- [À quoi sert le logiciel de proposition en ligne ?](https://www.g2.com/fr/discussions/online-proposal-software-what-is-online-proposal-software-used-for)
- [À quoi sert le logiciel de proposition en ligne ?](https://www.g2.com/fr/discussions/what-is-online-proposal-software-used-for)

### [Osmosis](https://www.g2.com/products/osmosis/reviews)

Capture online CPD learning All reading one click away for your GP appraisal Makes a doctor’s life easier

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Osmosis?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Template Creation and Flexibility:** 3.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 3.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Osmosis?

- **Seller:** [Osmosis](https://www.g2.com/sellers/osmosis)
- **Year Founded:** 2012
- **HQ Location:** N/A
- **Twitter:** @osmosisme  
135 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd313e03c043da63429e8ce40094e2b05be86ce049277a9bf8102c8485a6aae6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fosmosis-innovations-ltd&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of Osmosis?

**["Useful features, efficient but with some limitations of content"](https://www.g2.com/survey_responses/osmosis-review-607641)**

**Rating:** 4.5/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/osmosis-review-607641)

#### What Are G2 Users Discussing About Osmosis?

- [What is Osmosis used for?](https://www.g2.com/discussions/osmosis-what-is-osmosis-used-for)
- [What is Osmosis used for?](https://www.g2.com/discussions/what-is-osmosis-used-for)

### [PitchPortal](https://www.g2.com/products/pitchportal/reviews)

PitchPortal is a online tool that makes it easier than ever before to build pitches and presentations. No special training, no messing around with formatting, and powerful tools that use the latest content from your resource library.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate PitchPortal?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind PitchPortal?

- **Seller:** [Intelligent Documents](https://www.g2.com/sellers/intelligent-documents)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2def240886110e450f2b86cc8f2233dba411f989d0f3ec8f3b0e3afbbff1f782&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintelligent-documents&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of PitchPortal?

**["Easy pitches"](https://www.g2.com/survey_responses/pitchportal-review-655319)**

**Rating:** 5.0/5.0 stars

_— Verified User in Public Policy_

[Read full review](https://www.g2.com/survey_responses/pitchportal-review-655319)

#### What Are G2 Users Discussing About PitchPortal?

- [What is PitchPortal used for?](https://www.g2.com/discussions/pitchportal-what-is-pitchportal-used-for)
- [What is PitchPortal used for?](https://www.g2.com/discussions/what-is-pitchportal-used-for)

### [PlayClay](https://www.g2.com/fr/products/playclay/reviews)

PlayClay est un outil de devis abordable et simple conçu par des représentants pour des représentants et des distributeurs, visant à rationaliser leur processus de devis. L'outil de devis PlayClay permet aux représentants commerciaux et aux distributeurs de gérer efficacement plusieurs listes de prix et d'envoyer des devis précis et professionnels en un rien de temps.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate PlayClay?

- **Facilité d’utilisation:** 10.0/10 (Category avg: 8.9/10)
- **Workflows d’assemblage et d’approbation:** 5.0/10 (Category avg: 8.6/10)
- **Création de modèles et flexibilité:** 10.0/10 (Category avg: 8.6/10)
- **Personnalisation : variables et champs:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind PlayClay?

- **Vendeur:** [PlayClay](https://www.g2.com/fr/sellers/playclay)
- **Emplacement du siège social:** N/A
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employés sur LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of PlayClay?

**["Outils de devis abordables pour les représentants indépendants, les fabricants et les distributeurs"](https://www.g2.com/fr/survey_responses/playclay-review-9445513)**

**Rating:** 5.0/5.0 stars

_— Utilisateur vérifié à Recherche de marché_

[Read full review](https://www.g2.com/fr/survey_responses/playclay-review-9445513)

### [Portal.io](https://www.g2.com/products/portal-io/reviews)

The Ultimate Sales Platform for Integrators Portal.io is a software tool built for professional integrators to help you reduce the friction in running your business – starting with an intuitive, beautifully designed proposal tool powered by a fully managed catalog of over 2 million industry products with real-time dealer pricing. Portal gives you everything you need to build accurate, beautiful proposals in a fraction of the time.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Portal.io?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Portal.io?

- **Seller:** [Portal.io](https://www.g2.com/sellers/portal-io)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=50cf3db1d5fb596a09b05d488a6b50aec53ffd84ad2085cfa01e989c257e446c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fportalsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Portal.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **excellent communication features** of Portal.io, ensuring seamless updates throughout the proposal process.
- Users find Portal.io's **ease of use** invaluable, simplifying proposals and streamlining communication with clients.
- Users value the **easy setup** of Portal.io, streamlining product management and enhancing profitability effortlessly.
- Users value the **implementation ease** of Portal.io, enhancing efficiency and simplifying proposal management effortlessly.
- Users value the **real-time notifications** from Portal.io, keeping them informed throughout the proposal approval process.

#### What Are Recent G2 Reviews of Portal.io?

**["Get Portal. Win more jobs. Move on to bigger and better things"](https://www.g2.com/survey_responses/portal-io-review-12376590)**

**Rating:** 5.0/5.0 stars

_— Darryl C._

[Read full review](https://www.g2.com/survey_responses/portal-io-review-12376590)

### [Proposal Genie](https://www.g2.com/products/proposal-genie/reviews)

Proposal Genie is an AI-powered platform designed to assist freelancers in creating customized, professional proposals swiftly and efficiently. By leveraging advanced AI algorithms, it automates the proposal writing process, enabling users to generate tailored proposals based on job specifications and their professional profiles. This tool is particularly beneficial for freelancers applying for jobs on platforms like Upwork and Freelancer.com, as it enhances the chances of securing projects by producing personalized, high-quality proposals. Key Features and Functionality: - Automated Proposal Generation: Creates tailored proposals based on job specifications and user profiles, saving time and effort. - Customization Options: Allows users to personalize proposals to match specific job requirements, making them stand out from the competition. - Native-Level English Writing Assistance: Helps craft perfectly written proposals, even for non-native English speakers who may struggle with writing. - Comprehensive Dashboard: Offers a centralized view of all proposals and tracks success rates, enabling users to monitor their progress over time. - AI Cover Letter Generator: Provides a cutting-edge AI cover letter generator that creates customized cover letters reflecting unique skills and experience in seconds. Primary Value and User Solutions: Proposal Genie addresses the common challenges freelancers face in the proposal writing process by automating and optimizing it. It saves users significant time by generating high-quality proposals quickly, allowing them to focus more on their core work. The platform's easy customization ensures that each proposal aligns perfectly with job requirements, increasing the likelihood of winning projects. Additionally, its native-level English writing assistance ensures clear and professional communication, even for those whose first language isn't English. By streamlining the proposal creation process, Proposal Genie empowers freelancers to stand out from the crowd and secure more opportunities with ease.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal Genie?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposal Genie?

- **Seller:** [Proposal Genie](https://www.g2.com/sellers/proposal-genie)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d6bf95026889ca5d87e67d8e59fff450ab0ab375bf198176ad47be77821fc659&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fproposalgenie%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Proposal Genie?

**["Solid tool to generate proposals MUCH faster!!"](https://www.g2.com/survey_responses/proposal-genie-review-8974550)**

**Rating:** 4.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/proposal-genie-review-8974550)

### [Proposal ID](https://www.g2.com/products/proposal-id/reviews)

The Proposal ID system is a document automation system that helps B2B (business-to-business) organisations run their businesses better by using a unique set of technologies and knowledge management practices to create intelligently designed documents.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal ID?

- **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposal ID?

- **Seller:** [Proposal ID](https://www.g2.com/sellers/proposal-id)
- **Year Founded:** 2011
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f474c1b79f3e2ac822444dd08ac8ce5827d815d061e9375d32f8cbe714faf86d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposal-id&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Proposal ID?

**["great software"](https://www.g2.com/survey_responses/proposal-id-review-597841)**

**Rating:** 5.0/5.0 stars

_— Kristy G._

[Read full review](https://www.g2.com/survey_responses/proposal-id-review-597841)

#### What Are G2 Users Discussing About Proposal ID?

- [What is Proposal ID used for?](https://www.g2.com/discussions/what-is-proposal-id-used-for)

### [Proposal Manager](https://www.g2.com/products/proposal-manager/reviews)

Proposal Manager is a modular proposal management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal Manager?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposal Manager?

- **Seller:** [Coldwater Technology](https://www.g2.com/sellers/coldwater-technology)
- **Year Founded:** 2006
- **HQ Location:** Plano, US
- **Twitter:** @ColdwaterTech  
35 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1022511b1424e110bf96d7c665ed7d2ab00e5a4fb2774e6a32bc8b26c388b171&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoldwater-technology&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Proposal Manager?

**["Proposal manager review"](https://www.g2.com/survey_responses/proposal-manager-review-8282543)**

**Rating:** 5.0/5.0 stars

_— Sebastien M._

[Read full review](https://www.g2.com/survey_responses/proposal-manager-review-8282543)

### [Proposal Pad](https://www.g2.com/products/proposal-pad/reviews)

ProposalPad is a unique online proposal system developed for small business owners that makes it easy to create professional quality project proposals.

**Average Rating:** 2.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal Pad?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Proposal Pad?

- **Seller:** [Proposal Pad](https://www.g2.com/sellers/proposal-pad)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are G2 Users Discussing About Proposal Pad?

- [What is Proposal Pad used for?](https://www.g2.com/discussions/proposal-pad-what-is-proposal-pad-used-for)
- [What is Proposal Pad used for?](https://www.g2.com/discussions/what-is-proposal-pad-used-for)

### [ProposalSmartz](https://www.g2.com/products/proposalsmartz/reviews)

Proposalsmartz provides proposal making software which helps in creating business, professional, client proposals.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate ProposalSmartz?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ProposalSmartz?

- **Seller:** [ProposalSmartz](https://www.g2.com/sellers/proposalsmartz)
- **HQ Location:** Rochester, NY
- **Twitter:** @Proposalsmartz  
30 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About ProposalSmartz?

- [What is ProposalSmartz used for?](https://www.g2.com/discussions/proposalsmartz-what-is-proposalsmartz-used-for)
- [What is ProposalSmartz used for?](https://www.g2.com/discussions/what-is-proposalsmartz-used-for)

### [Proposeful](https://www.g2.com/products/proposeful/reviews)

Proposeful helps freelancers and business create online proposals in just a few clicks.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposeful?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Proposeful?

- **Seller:** [Proposeful](https://www.g2.com/sellers/proposeful)
- **HQ Location:** 4465 pt
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b663f8e618edded5b8d0866c0d609bbb4089ba680b3d3ec7e0eb2955b45ecc19&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpropostas&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Proposeful?

**["Simple Proposals"](https://www.g2.com/survey_responses/proposeful-review-529877)**

**Rating:** 4.5/5.0 stars

_— Erin M._

[Read full review](https://www.g2.com/survey_responses/proposeful-review-529877)

#### What Are G2 Users Discussing About Proposeful?

- [What is Proposeful used for?](https://www.g2.com/discussions/what-is-proposeful-used-for)

### [Propovio](https://www.g2.com/products/propovio/reviews)

Propovio is an AI-powered proposal and invoicing platform built for contractors. Generate professional, trade-specific proposals in under 60 seconds — just describe the job and let the AI handle the rest. Supports 25+ trades including roofing, plumbing, HVAC, electrical, landscaping, and more. Send proposals as polished PDFs, collect e-signatures, and convert to invoices in one click. Starts at $6/month

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Propovio?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Propovio?

- **Seller:** [Propovio](https://www.g2.com/sellers/propovio)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=367fbe09f275de98f0a9a3ff9527a64a5261d9f4ba92f92f13fd1a1707f1c459&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fpropovio%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Propovio?

**["Strong Vertical Integration for a Smooth Workflow"](https://www.g2.com/survey_responses/propovio-review-12434257)**

**Rating:** 4.5/5.0 stars

_— David P._

[Read full review](https://www.g2.com/survey_responses/propovio-review-12434257)

### [Propoze](https://www.g2.com/products/propoze/reviews)

Propoze is a sales proposal software that streamlines the proposal creation process for businesses. The software allows users to draft professional proposals using a block-based builder and slick interface. Propoze aims to help small businesses, freelancers and agencies create customizable sales proposals tailored to their clients' needs. The software allows users to build proposals in their own style, currency and branding preferences to match their business needs. Users can create templates to save time on future proposals. The templates can be customized with images, layouts and content for each unique client proposal. Propoze also enables users to keep their proposals private through controlled sharing settings. Clients can easily view and accept proposals with one-click acceptance options. Key features include fast and simple proposal creation tools, customization options to match business branding, reusable templates that can be tailored for each client, private proposal sharing controls, and instant one-click proposal acceptance for clients. Propoze aims to simplify and streamline the proposal process for sales teams and creative businesses.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Propoze?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Propoze?

- **Seller:** [Propoze](https://www.g2.com/sellers/propoze)
- **Year Founded:** 2021
- **HQ Location:** N/A
- **Twitter:** @propozeapp  
478 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a321d50835f3ee42845c2b869554a9338fd9c5c37e50b80fc4c075d6e35d637e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpropozeapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Propoze?

**["Propoze is a way to uplift your sales game"](https://www.g2.com/survey_responses/propoze-review-10350011)**

**Rating:** 4.5/5.0 stars

_— Andleeb A._

[Read full review](https://www.g2.com/survey_responses/propoze-review-10350011)

### [RealQTE](https://www.g2.com/products/realqte/reviews)

RealQTE is the all-in-one workspace designed to help solopreneurs, freelancers, and small business teams professionalize their workflows and win more jobs without corporate complexity. For many independent operators and growing service teams, the back-office is a jigsaw puzzle of scattered tools: collecting leads over WhatsApp, tracking clients in a notebook, formatting manual invoices in Word, and chasing payments via spreadsheets. Scattered tools lead to lost details and delayed revenue. RealQTE replaces this chaotic manual setup with a single, streamlined growth loop: Public Mini-Sites: Launch a polished, branded landing page where potential clients can view your services and submit quote requests directly. Integrated Lead Capture: Stop letting client enquiries slip through the cracks; incoming requests drop straight into your centralized dashboard. Simple CRM Pipeline: Easily track your customer interactions, monitor open quotes, manage project milestones, and know exactly who needs a follow-up. Lightning-Fast Quoting & Invoicing: Pull from saved product and customer details to build, send, and track stunning, professional PDF quotes and invoices right from your device in under 2 minutes. With RealQTE, you don't need a massive tech budget to look established, stay organized, and scale your business. Build your public profile, capture high-value leads, and streamline your entire invoicing workflow from start to finish.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate RealQTE?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind RealQTE?

- **Seller:** [RealQte](https://www.g2.com/sellers/realqte)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of RealQTE?

**["A Game Changer for Small businesses"](https://www.g2.com/survey_responses/realqte-review-12912822)**

**Rating:** 5.0/5.0 stars

_— Herman T._

[Read full review](https://www.g2.com/survey_responses/realqte-review-12912822)

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Spotlight Categories

[Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking)

[Mobile Device Management (MDM) Software](https://www.g2.com/categories/mobile-device-management-mdm)

[Operational Risk Management Software](https://www.g2.com/categories/operational-risk-management)

[Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing)

[Electronic Data Interchange (EDI) Software](https://www.g2.com/categories/electronic-data-interchange-edi)

Similar Categories

- [CPQ](/categories/cpq)
- [Pricing](/categories/pricing)

- [Quote-to-Cash](/categories/quote-to-cash)
- [Visual Configuration](/categories/visual-configuration)

[Browse Proposal Themes](/categories/proposal/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated December 20, 2024

**Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting).

To qualify for inclusion in the Proposal category, a product must:

- Provide a repository of documents and templates which can be used to quickly generate proposals
- Integrate with solutions like CRM and CPQ to pull product and customer data
- Offer functionality to quickly and efficiently create and send proposals
- Allow edits and feedback during the proposal process, and track changes made
- Include analytics to evaluate the efficiency of the proposal process

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