# Best Proposal Software - Page 17

## 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**

### altaFlow

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

[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=2026-08-07T01%3A39%3A04Z&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=116146&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%3D17&secure%5Btoken%5D=22cfe566186b67fd7466950fa0316ab24040c889257f7a215c43e0ea1b50752c&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo)

### [ProposalCRM](https://www.g2.com/products/proposalcrm/reviews)

We built this because we were frustrated with how much time sales teams waste on messy proposal workflows drafting, sending, following up, revising, and finally invoicing. With ProposalCRM you can: Create proposals in minutes using customizable templates (word templates) Track client engagement with real-time notifications Instantly convert approvals into invoices Collaborate seamlessly, even on mobile Our mission is simple: help sales teams close deals faster, build stronger client relationships, and save countless hours. Thanks for checking us out and if you’d like to give it a try, we’re offering a 7-day free trial: proposalcrm.com

#### Who Is the Company Behind ProposalCRM?

- **Seller:** [Proposal CRM](https://www.g2.com/sellers/proposal-crm)
- **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=b1ff0154e069727c9e56c00dd335ffd0decf32cc0c5f11761720ab28a0c392a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposalcrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Proposales](https://www.g2.com/products/proposales/reviews)

With a true passion for doing things The Modern Way, Proposales is on a mission to shape the future of business proposals, replacing static documents by defining a new standard powered by web technology. Already loved and used by hundreds of hotels, they only scratched the surface of the limitless possibilities when defining a new standard fully powered by web technology.

#### Who Is the Company Behind Proposales?

- **Seller:** [Proposales](https://www.g2.com/sellers/proposales)
- **HQ Location:** Stockholm, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d5c6701b9602abacc7b0a99fea1deb5be684a73c225a675f6bcb4465cf2b0b60&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposales&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

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

Proposal Expert is an all-in-one proposal platform that helps freelancers, agencies, and sales teams create, send, track, and close business proposals from one place. Users build professional, on-brand proposals in minutes using reusable templates and a flexible content editor, then add clear pricing and quotes with built-in CPQ and optional line items. Proposals are sent as interactive online documents that clients can read, comment on, approve, and sign without printing or emailing attachments. The platform combines everything teams need to win deals faster. Built-in legally compliant e-signatures close the deal on the spot. AI-powered writing assistance and proposal scoring help users craft stronger content. Real-time tracking and notifications show when a proposal is opened and viewed. Two-way CRM sync keeps deals up to date in HubSpot, Salesforce, Pipedrive, and Monday. Proposal Expert also includes approval workflows, client messaging, analytics, gamification for sales teams, and support for 16 languages, making it suitable for solo professionals and growing teams alike. The result is a faster, more professional proposal process that gets documents signed sooner and helps teams win more business.

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

- **Seller:** [Proposal Expert](https://www.g2.com/sellers/proposal-expert)
- **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=96905ff06c9ecfdc8c7986b44f553298d09b453dd5a3a434559c73a7123253a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposalexpert%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ProposalFlow](https://www.g2.com/products/proposalflow/reviews)

ProposalFlow is a cloud-based proposal-to-invoice workspace built for freelancers, consultants, and small client-service agencies. Users can create structured proposals from ready-made templates or with AI assistance, customize the content and pricing, and share a secure client link for review, approval, and e-signature. After a proposal is accepted, users can create an invoice and present up to four payment methods they already use, including Stripe, Wise, PayPal, bank transfer, or another provider. Client funds go directly through the provider selected by the business; ProposalFlow does not hold or process client payments. ProposalFlow also includes client management, proposal tracking, reusable templates, custom branding, team access, white-label client pages, and API access depending on the selected plan. The Starter plan is free and includes 3 proposals and 10 clients. No credit card is required to start.

#### Who Is the Company Behind ProposalFlow?

- **Seller:** [GetProposalFlow](https://www.g2.com/sellers/getproposalflow)
- **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 Kit for HVAC](https://www.g2.com/products/proposal-kit-for-hvac/reviews)

Professional HVAC Proposals & E-Signatures ProposalKit is a purpose-built proposal software for HVAC contractors that lets you create, send, and close proposals in minutes — not hours. Designed specifically for the HVAC industry, it eliminates the back-and-forth of paper forms, Word documents, and manual follow-ups by giving contractors a streamlined end-to-end workflow from quote to signed contract.

#### Who Is the Company Behind Proposal Kit for HVAC?

- **Seller:** [hvacproposalkit](https://www.g2.com/sellers/hvacproposalkit)
- **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®

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

ProposalKit.io is a proposal tool for small creative agencies, typically 2 to 15 people, sending custom project proposals in the $5,000 to $50,000 range. The product is built around one idea: users control the content, ProposalKit.io controls the design. Instead of a blank canvas, users get a form-based editor with structured sections: cover, the challenge, the approach, timeline, investment, acceptance. Fill in the sections, and ProposalKit.io renders the final proposal using pre-designed templates. No font picker, no spacing controls, no layout work. Most agencies don't have a designer touching every proposal. Existing tools either output something that looks like a generic template or require hours of manual styling to look presentable. ProposalKit.io skips that by treating the template as the design system and the user as the writer. Who it's for The owner or principal of a small creative agency, the person writing and sending proposals themselves. Web design studios, branding shops, marketing consultants, software studios, photographers. Not built for enterprise sales teams, RFP-heavy industries, or organizations with multi-stage approval workflows. What's included Pre-designed proposal templates Form-based editor with structured sections Per-proposal analytics: open tracking, time spent per section, share detection Client share pages with no ProposalKit.io branding on any plan Electronic acceptance and signature Industry content presets across creative verticals Inline image uploads What it's not ProposalKit.io is not a document editor. There is no rich-text formatting, no font picker, no layout customization. Users who want full design control over every proposal are better off with Proposify or PandaDoc. ProposalKit.io is for agencies that would rather get consistent, well-designed output than customize every proposal.

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

- **Seller:** [Oldfire](https://www.g2.com/sellers/oldfire)
- **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)  
2 employees on LinkedIn®

### [ProposalPad.com](https://www.g2.com/products/proposalpad-com/reviews)

ProposalPad is an online proposal management system tailored for small business owners, designed to streamline the creation of professional-quality project proposals. By uploading company information, services, and logos once, users can efficiently generate customized proposals that enhance their competitive edge. The platform also offers centralized contact management, allowing users to import contact lists from other applications, thereby reducing additional workload. With features like customizable branding through existing stationery or letterhead uploads, ProposalPad ensures consistency across all proposals. Key Features and Functionality: - Customizable Templates: Access a vast library of templates tailored to various industries, enabling quick and professional proposal creation. - Collaboration Tools: Facilitate real-time teamwork with features that allow multiple team members to work on proposals simultaneously. - Document Management: Centralize storage and organization of proposal documents for easy access and version control. - Electronic Signatures: Obtain legally binding signatures directly within the platform, eliminating the need for external tools. - Analytics and Reporting: Gain insights into proposal performance with detailed analytics and reporting features. - CRM Integration: Seamlessly integrate with popular CRM platforms to improve workflow efficiency and data management. Primary Value and User Solutions: ProposalPad addresses the challenges small businesses face in creating high-quality proposals by offering an intuitive, efficient, and collaborative platform. It saves time by eliminating manual processes through templates and automation, improves proposal quality through standardization, and facilitates collaboration among distributed teams. By providing a centralized system for proposal creation and management, ProposalPad helps businesses enhance their proposal quality, maintain consistent branding, and increase their chances of securing new clients.

#### Who Is the Company Behind ProposalPad.com?

- **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®

### [Proposalpress](https://www.g2.com/products/proposalpress/reviews)

ProposalPress is a SaaS platform designed to help businesses and agencies create structured, professional RFPs (Request for Proposals) and technical project briefs through guided questionnaires. Instead of starting from a blank document, users answer categorized questions across areas such as web development, AI, cloud infrastructure, DevOps, and data analytics. The platform organizes responses into a clear scope of work and generates exportable documents (PDF or Word) that can be shared with vendors or internal teams. ProposalPress aims to simplify the process of defining project requirements, reduce ambiguity in vendor proposals, and help organizations produce more complete and consistent procurement documents.

#### Who Is the Company Behind Proposalpress?

- **Seller:** [Proposalpress](https://www.g2.com/sellers/proposalpress)
- **Year Founded:** 2025
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4253ea74908f09e687b814562adec6ff3aff16cd5d76011ed97cba848f40d378&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposal-press%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ProposalsFactory](https://www.g2.com/products/proposalsfactory/reviews)

Create an end product that is easy to read and respond to. Define and manage your RFx in a structured way: Instead of trying to keep Word/Excel files in sync, create your RFx in a shared repository with full audit trail for each requirement. Use Excel import to upload your previous work.

#### Who Is the Company Behind ProposalsFactory?

- **Seller:** [ProposalsFactory](https://www.g2.com/sellers/proposalsfactory)
- **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®

### [Proposalware](https://www.g2.com/products/proposalware/reviews)

Proposalware offers high quality interactive proposals that showcase your products & services with images, documents & videos.

#### Who Is the Company Behind Proposalware?

- **Seller:** [Proposalware](https://www.g2.com/sellers/proposalware)
- **Year Founded:** 2010
- **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®

### [Proposaly.io ✌️](https://www.g2.com/products/proposaly-io/reviews)

The All-in-One Sales Execution Platform We built Proposaly to help you win more - faster, smoother, and with confidence. Manual work and disconnected tools are slowing you down, but Proposaly changes that by bringing everything together from the first pitch to the final payment. This allows you to focus on what really matters: closing deals and building great relationships. The traditional sales workflow is holding you back because proposals take too long to build, attachments go missing, and agreements stall in crowded inboxes. Your sales teams waste precious time creating documents instead of selling, leaving clients confused and causing deals to lose momentum. Proposaly is your all-in-one sales flow, bringing together presentations, pricing, digital signatures, payments, and messaging into one powerful platform. Built with smart automations and real-time collaboration, it provides everything your team needs to move fast and close with total confidence.

#### Who Is the Company Behind Proposaly.io ✌️?

- **Seller:** [Proposaly](https://www.g2.com/sellers/proposaly)
- **HQ Location:** Tel Aviv, IL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b39956467c1b610b25b2719c473ae02cd49cb888b52cd2d1b13d51cd87782cd8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposaly-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Propovo](https://www.g2.com/products/propovo/reviews)

Propovo is an interactive proposal and client engagement platform designed for businesses, agencies, and SMB sales teams who want more control and clarity in their deal process. Unlike static PDF proposals, Propovo proposals are dynamic, trackable, and built for decision-making. Users can create structured proposals with clear pricing, timelines, and next steps, then track how clients engage with each section in real time. This visibility helps sellers follow up at the right moment instead of guessing. Propovo focuses on the pre-contract stage of the sales pipeline. It enables proposal acceptance, change requests, and client comments without turning proposals into legal documents or contracts. This keeps the experience lightweight while still capturing clear commercial intent. Key capabilities include proposal engagement analytics, acceptance and revision flows, stakeholder visibility, conditional content, reusable templates, and workspace-level defaults. Propovo integrates with popular CRMs like HubSpot and Pipedrive to sync proposal activity back to deals and contacts, and connects with Slack, email, and automation tools to keep teams informed. Propovo is ideal for teams that want proposals to be more than documents — but do not want the complexity of full contract or e-signature platforms.

#### Who Is the Company Behind Propovo?

- **Seller:** [Xirosys](https://www.g2.com/sellers/xirosys)
- **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=fe4b4ab406e1fee6a7efb1a905dcde2e5de56593624cbc03569d46f6f9661bb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxirosys%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Proppy](https://www.g2.com/products/proppy/reviews)

Proppy is an online proposal tool for writing proposals quickly. It supports e-signatures, analytics, and cost.

#### Who Is the Company Behind Proppy?

- **Seller:** [We Are Wizards](https://www.g2.com/sellers/we-are-wizards)
- **HQ Location:** N/A
- **Twitter:** @ProppyIO  
31 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1734d81ab502be7d7fdd0ecebab3427e1f2d9d8d830832b088525873acba0238&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwe-are-wizards&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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

Win the Job Before You Start

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

- **Seller:** [Pro Proposal](https://www.g2.com/sellers/pro-proposal)
- **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®

### [PropsalCraft](https://www.g2.com/products/propsalcraft/reviews)

ProposalCraft is a proposal platform built for consultants who are tired of spending 4-6 hours on proposals that get ignored. Most proposal tools help you format a document. ProposalCraft restructures how you sell. The problem-first methodology puts 50% of your proposal on the client's pain — quantified in dollars — so your price becomes the obvious next step, not a negotiation. How it works: Start with the client's problems. Quantify the annual cost across hard costs, opportunity costs, and operational waste. Map value drivers with zero overlap and full coverage using the Economic Roadmap. Set your price at 10-30% of the problem cost. Generate, send for e-signature, and collect payment — all in one platform. Key capabilities: - Problem-first proposal framework with value-based pricing - Economic Roadmap for structured value driver analysis - Proposal Integrity Scan — instant audit of coverage gaps and CFO objections - Built-in e-signatures — client signs in their browser in 2 minutes - Payment collection via Stripe — money hits your account the day they sign - CFO One-Pager — standalone executive financial summary - Skeptical Sarah — simulated CFO stress-test of your proposal logic - Champion Email — pre-written internal budget approval email - Ghostwriter — translates your language into financial outcomes - Export to PDF, HTML, Markdown — free for everyone - Proposal tracking from draft to signed to paid Who it's for: Independent consultants, boutique firms, and agencies closing $10K-100K+ engagements. Operations, strategy, digital transformation, technology implementation — any consulting vertical where the client needs to see ROI before they sign.

#### Who Is the Company Behind PropsalCraft?

- **Seller:** [Serup.AI](https://www.g2.com/sellers/serup-ai)
- **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®

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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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