# Best Proposal Software - Page 16

## 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**

### 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.

[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%3A44%3A42Z&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=6311&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%3Dftf%26link%3Dblog-cta%26page%3D16&secure%5Btoken%5D=0439b3adce7685acee7fa7f74514afc4fe2fa8934720dd90055ab399bda641fb&secure%5Burl%5D=https%3A%2F%2Frocketdocs.com%2Flp%2Fbook-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks%26utm_content%3Dtopic-proposal&secure%5Burl_type%5D=custom_url)

### [OptiOffer](https://www.g2.com/products/optioffer-optioffer/reviews)

OptiOffer is Changing the Way Businesses Buy & Sell Equipment and Supplies The Supplier - Reseller Platform (SRP) that equipment sales professionals use. Known for its revolutionary price quoting system and shareable eCatalog network. It connects the suppliers' product catalog with its resellers to automate and streamline their quoting and order creation & management. Our focus is to provide a B2C experience in the B2B world to achieve connected selling and streamlined buying. No more PDF catalog or Excel price list import, copy/paste, and hundreds of emails. By connecting with your partners, you will have the latest products and data available instantly. We want to empower sales teams to confidently sell using their mobile phones in front of their customers and get deals signed and paid on the spot.

#### Who Is the Company Behind OptiOffer?

- **Seller:** [OptiOffer](https://www.g2.com/sellers/optioffer)
- **Year Founded:** 2021
- **HQ Location:** Oradea, RO
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1dada2ff8a4f5fd4cf9bddeaf54a4d85b40fc8920f2ac0dafc6025b50dac5286&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35631207&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Orbidal Proposal Management Platform](https://www.g2.com/products/orbidal-proposal-management-platform/reviews)

Orbidal Proposal Management Software simplifies tendering for ambitious businesses. Using a step-by-step process, both novice and experienced tenderers can effortlessly uncover opportunities, make informed decisions about whether to compete and reuse best-in-class templates to deliver high quality proposals. Over the past 6 years, more than 1,000 businesses have delivered over 8,000 proposals using Orbidal to gain competitive advantages and win more deals. After using Orbidal, our clients are reporting an average 40% reduction in tendering effort and cost with a 30% increase in win-rates. In addition, businesses who use Orbidal report an increased understanding of the competitive landscape and an increased capability within their teams. - Accelerate RFP responses by up to 40% - Deliver consistently good proposals, without having to learn how to do so - Save reusable proposal content in a central library - Automate-away tedious proposal management tasks - Track everything to prove ROI and to increase the value of your business

#### Who Is the Company Behind Orbidal Proposal Management Platform?

- **Seller:** [Orbidal Group](https://www.g2.com/sellers/orbidal-group)
- **Year Founded:** 2014
- **HQ Location:** Dublin, IE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c2835cf36909bd42926874325eaaae9066a1f7c752fbdf4c97fff9442cb33a21&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forbidal&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Outbooks Proposal Tool](https://www.g2.com/products/outbooks-proposal-tool/reviews)

Outbooks Proposal Tool simplifies accounting proposals for firms based out of UK. Create professional proposals quickly and easily. It automates engagement letters and online payments, helping you get paid faster. Set prices easily and ensure your team uses consistent pricing. Our pricing is transparent and offers great value. Find us at 415 C Margaret Powell House, Milton Keynes MK9 3BN, United Kingdom.

#### Who Is the Company Behind Outbooks Proposal Tool?

- **Seller:** [Outbooks](https://www.g2.com/sellers/outbooks)
- **Year Founded:** 2011
- **HQ Location:** Harrow, London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=44e7e0bc535d4889d025cd7017d4831f0ab5ab237de6908af299240e3aa89426&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutbooksproposal%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Pentimenti](https://www.g2.com/products/pentimenti/reviews)

Pentimenti is an agentic AI platform that autonomously writes enterprise proposals. Unlike traditional RFP tools that help humans find and reuse past content, Pentimenti uses AI agents built on a ReAct architecture to reason through complex RFPs, plan response strategies, and generate comprehensive proposal content with minimal human involvement. The platform automates up to 85% of proposal content, reduces expert involvement to two touchpoints, and delivers 40% productivity gains for proposal teams. Pentimenti serves enterprise organizations across Northern Europe in IT services, construction, civil engineering, consulting, and staffing.

#### Who Is the Company Behind Pentimenti?

- **Seller:** [Pentimenti](https://www.g2.com/sellers/pentimenti)
- **Year Founded:** 2023
- **HQ Location:** Copenhagen, DK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e647fbb10fef43542b0368bc5923667eac1350c1864c0c909e5f24a431c9ddee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpentimentiai%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

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

PitchBob.io is a digital assistant powered by AI designed to help wantrepreneurs become entrepreneurs. It not only assists with pitching but also aids with daily tasks such as validating ideas and creating P&L, as well as networking. Via just 1 dialogue.

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

- **Seller:** [PitchBob](https://www.g2.com/sellers/pitchbob)
- **Year Founded:** 2020
- **HQ Location:** Tallinn, EE
- **Twitter:** @PitchBobAI  
89 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2941cb8f2ef8ffac8f07b80db6df788cb746753d809f6097052d1b2de7d0bb5f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpitchbobio&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [PitchPerfect](https://www.g2.com/products/pitchperfect/reviews)

PitchPerfect enables users to build high quality, fully branded pitch and BD documents in seconds, pulling content from a single CMS (MS SharePoint). Add, edit and move content from within Microsoft Word and PowerPoint, without using a wizard-based or online system, simply by using the dynamic PitchPerfect ribbon. Search through and insert content easily with configurable search fields and our inbuilt preview tool. Record pitch data to automatically create visualisations and reports.

#### Who Is the Company Behind PitchPerfect?

- **Seller:** [Harbor Global](https://www.g2.com/sellers/harbor-global)
- **HQ Location:** Chicago, Illinois, United States
- **Twitter:** @enabletweets  
177 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f0984357f873a42ba7b1ea960eb44169a04fb572a70bfb39fd60e67770cfc5b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fharborglobal&secure%5Burl_type%5D=linkedin_company_website)  
925 employees on LinkedIn®

### [Plus23](https://www.g2.com/products/plus23/reviews)

Plus23 Modern Proposals is a collaboration and online proposal software designed for small medium businesses. Sellers and buyers interact and collaborate inside each proposal in a pre-sales setting. Features: Automate with templates and e-Signature. Delegate to co-workers with built-in team collaboration. Collaborate with Prospects to save time for both sides. Benefits: Sellers are responsive to buyers and efficient with proposal management.

#### Who Is the Company Behind Plus23?

- **Seller:** [Plus23](https://www.g2.com/sellers/plus23)
- **Year Founded:** 2013
- **HQ Location:** Melbourne, AU
- **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®

### [Powerdocs](https://www.g2.com/products/powerdocs/reviews)

✱ How does Powerdocs work? Simply drop a client brief or project details into Powerdocs and let our AI produce a polished, professional, personalized proposal, offer, or quote in just seconds. Define your tone of voice, add images or sections, and collaborate with your team in real-time. Share the final document as a live link for approvals and comments, track every interaction in one place, and make data-driven decisions with built-in analytics. ✱ Key features of Powerdocs • AI-driven drafting for proposals, offers, and quotes • Fully customizable tone, visuals, and sections • Real-time collaboration and version control • Centralized approval, feedback, and tracking • Analytics for insight on views, time-to-close, and more ✱ Who is Powerdocs for • Freelancers applying for gigs on platforms like Upwork or Fiverr • Consultants responding to RFPs or public tenders • Agencies needing streamlined document generation ✱ Why use Powerdocs Gain more time for the work you love by eliminating hours of repetitive drafting. Stay professional and consistent with templates fine-tuned from analyzing thousands of successful proposals. Reduce scope creep and improve client satisfaction with crystal-clear terms at every step. ✱ Examples of Powerdocs in use • Freelancers create proposals to stand out on Upwork, then send direct offers for private negotiations. • Consultants quickly respond to public tenders and RFPs with thorough, itemized quotes. • Agencies manage multiple pitches, personalize them for each client, and track sign-offs in one dashboard. Make your move now—because opportunities don’t wait.

#### Who Is the Company Behind Powerdocs?

- **Seller:** [Powerdocs](https://www.g2.com/sellers/powerdocs)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=878bb0fbf490b5f06091ed20ecf71bbec351e18ac8302bf1ec0ddcc5a5d73309&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fstromai&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Proferto](https://www.g2.com/products/proferto/reviews)

Create interactive proposals in minutes, not hours. Create a professional proposal effortlessly and with fun.

#### Who Is the Company Behind Proferto?

- **Seller:** [Proferto](https://www.g2.com/sellers/proferto)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2da70288917e9652e34480e7af07576bf7addf8ab1dbe40e1bd0f7d550ef7e06&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fprofertonl&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Propal](https://www.g2.com/products/propal/reviews)

Propal.io lets agencies and service providers create, customize, and send stunning web-based proposals, replacing static PDFs and PowerPoints with interactive, branded pages. Track prospect engagement in real time, get proposals signed and paid faster with built-in e-signatures and payments, and close more deals with detailed analytics. Free plan available.

#### Who Is the Company Behind Propal?

- **Seller:** [Keystone Software Labs](https://www.g2.com/sellers/keystone-software-labs)
- **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=be756e4a26642bba20058b91db082542bc7ca5fe24f4148c156b3014568205d1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkeystone-software-labs%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Propelio App](https://www.g2.com/products/propelio-app/reviews)

Propelio is designed for creative agencies, freelancers and service-based businesses that care about first impressions and client experience.

#### Who Is the Company Behind Propelio App?

- **Seller:** [Rebellious Digital](https://www.g2.com/sellers/rebellious-digital)
- **Year Founded:** 2024
- **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=9fc6baeb923f8cbe3f8648dc5af0ba3fdcc4b117fd51346a78222ce2f05cbe91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frebellious-digitaluk&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Propfire](https://www.g2.com/products/propfire/reviews)

Create proposals free for freelancers, consultants and small agencies who want to save time and close more deals.

#### Who Is the Company Behind Propfire?

- **Seller:** [Propfire](https://www.g2.com/sellers/propfire)
- **Year Founded:** 2019
- **HQ Location:** Hackensack, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc7925e2c2d2dc8333e8d6c8b385d7dc0903b29f5950aca81a013748e555659d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpropfireapp&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Proposa](https://www.g2.com/products/proposa/reviews)

Proposa is a web-based proposal creation platform designed to help professionals craft visually stunning, data-driven proposals efficiently. By offering an intuitive interface, customizable templates, and integrated e-signature capabilities, Proposa streamlines the proposal process, enabling users to produce professional documents in significantly less time. The platform also provides real-time notifications and analytics, allowing users to monitor client engagement and optimize their proposals for better outcomes. Key Features and Functionality: - Digital and Print Proposals: Create mobile-ready digital proposals with the option to export them as high-quality PDFs for clients who prefer printed copies. - Visually Stunning Designs: Access a library of 550,000 free stock photos, unique themes, and professionally designed templates to enhance the visual appeal of proposals. - Real-Time Notifications: Receive instant alerts when prospects open proposals, providing insights into client engagement and facilitating timely follow-ups. - Integrated E-Signatures: Enable clients to sign proposals electronically, streamlining the approval process and reducing the need for physical paperwork. - Content Library and Reusability: Save and reuse successful proposal content, reducing the time required to create new proposals and ensuring consistency across documents. - White Labeling: Customize the platform with your own branding, including a custom subdomain and logo, to present a cohesive brand experience to clients. Primary Value and User Solutions: Proposa addresses the common challenges professionals face in proposal creation by simplifying the design process, reducing the time spent on drafting, and enhancing the overall quality of proposals. Its real-time tracking and analytics provide valuable insights into client interactions, allowing users to tailor their follow-up strategies effectively. By integrating e-signatures and offering both digital and print formats, Proposa ensures a seamless and professional experience for both the sender and the recipient, ultimately increasing the likelihood of proposal acceptance and business growth.

#### Who Is the Company Behind Proposa?

- **Seller:** [Proposa](https://www.g2.com/sellers/proposa)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=937a8b0ad04d11a04047922c1e40178dd9afb174e08a58e700072a20b2532722&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposaio&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ProposalAI](https://www.g2.com/products/proposalai/reviews)

ProposalAI helps HVAC contractors create professional, branded proposals in under 60 seconds. Voice input, automatic Good/Better/Best pricing, PDF generation, and client sharing with Accept/Decline buttons. Built for 2-10 person residential HVAC shops.

#### Who Is the Company Behind ProposalAI?

- **Seller:** [Outlier](https://www.g2.com/sellers/outlier-288b9030-1ae6-4cb2-a8c7-53fc636a59fd)
- **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®

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

Proposal Air is AI-powered proposal software built for freelancers, consultants, and small agencies. Instead of spending hours on proposals, users describe their project and the AI generates persuasive, professional proposals in minutes. Clients can view proposals online and sign digitally. Accepted proposals convert into ZUGFeRD-compliant invoices with one click. Built for the European market with full GDPR compliance and EU-hosted data. Features include live tracking (see when clients open your proposal), customizable branding, automatic tax calculations, and a free plan to get started.

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

- **Seller:** [Proposal Air](https://www.g2.com/sellers/proposal-air)
- **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=b9d57e87805d6ba845d610caa34959866bf180eb70d905794b3226d1cc121ebf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposalair%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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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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