# Best Proposal Software - Page 18

## 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=2026-08-06T19%3A09%3A58Z&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%3D18&secure%5Btoken%5D=3bb192882838c8d6062ad30e5a1da573c3d7a5c599537a9adfc4407d75da340c&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)

### [ProQuote](https://www.g2.com/products/goproquote-proquote/reviews)

ProQuote helps independent contractors and tradespeople create estimates, collect e-signatures, invoice clients, and get paid. Start free and upgrade when you're ready to grow.

#### Who Is the Company Behind ProQuote?

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

### [pWin.ai](https://www.g2.com/products/pwin-ai/reviews)

pWin.ai is the first ‘thoughtful’ AI copilot for proposal writing, built with Shipley’s best practices inside to revolutionize your business development process and help you win more business. pWin.ai goes beyond simple content generation by incorporating Shipley’s best practices to offer a winning strategy, compelling content tailored to exacting guidelines, and valuable insights that give you a competitive edge. pWin.ai enhances proposal development across all sectors, integrating seamlessly with familiar tools like Microsoft Word, Excel, and SharePoint, streamlining your workflow without requiring disruptive changes. It handles the heavy lifting, generating high-quality content and accelerating your journey to a winning proposal. pWin.ai is dedicated to upholding the principles of responsible AI. Based on thousands of hours of research and development, it is engineered to ensure the generated content is transparent and based on accurate sources. Using a multi-layered prompt model, pWin.ai is designed to think before it answers. We operate two secure versions of pWin.ai: one on Azure Commercial, meeting CMMC Level 1 requirements, and another on Azure Government, secured with NIST 800-171 standards and compliant with CMMC Level 2. These environments enable the secure hosting of Federal Contract Information (FCI) or Controlled Unclassified Information (CUI), based on your contract needs.

#### Who Is the Company Behind pWin.ai?

- **Seller:** [WordX](https://www.g2.com/sellers/wordx)
- **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=89f73ba1014f0075aa8fcdffa7cc0e34db7876f4ae97c426c4e73823ee9d77e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpwin-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [QuoteCloud](https://www.g2.com/products/quotecloud/reviews)

QuoteCloud is designed by sales people for sales people, it makes sense.

#### Who Is the Company Behind QuoteCloud?

- **Seller:** [QuoteCloud](https://www.g2.com/sellers/quotecloud)
- **Year Founded:** 2015
- **HQ Location:** Sydney, AU
- **Twitter:** @corpinteractive  
58 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bab64671e6938de7944c560ccf2681235f14c9c6ab88713f931b4171b528c53b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotecloud%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [QuoteFlare](https://www.g2.com/products/quoteflare/reviews)

QuoteFlare is an quote technology system that helps you manage questions, sales, and customers by being an automated sales person by upselling and turning potential customers into booked appointments.

#### Who Is the Company Behind QuoteFlare?

- **Seller:** [QuoteFlare](https://www.g2.com/sellers/quoteflare)
- **HQ Location:** MESA, US
- **Twitter:** @QuoteFlare  
286 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b61fd8240b566b6afbb760470ce5a17a017b589eb544abce049a255bbb1a17c5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquoteflare-llc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [QuoteOnSite](https://www.g2.com/products/quoteonsite/reviews)

Quoting, invoicing & messaging software for businesses with ambition. All the professional tools you need to grow your business.

#### Who Is the Company Behind QuoteOnSite?

- **Seller:** [QuoteOnSite](https://www.g2.com/sellers/quoteonsite)
- **Year Founded:** 2016
- **HQ Location:** Swansea, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8887bde554ebe9bf3d81b572f20fafd573d2cd28db13d42a4909eba6f31f4235&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquoteonsite%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [QuoteRobot.com](https://www.g2.com/products/quoterobot-com/reviews)

QuoteRobot.com is a proposal management software with instant access to past line items and an option to send proposals via email or PDF.

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

- **Seller:** [QuoteRobot](https://www.g2.com/sellers/quoterobot)
- **HQ Location:** N/A
- **Twitter:** @quoterobot  
1,147 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®

### [Relevant Match](https://www.g2.com/products/relevant-match/reviews)

Relevant Match Online (RMO) is a powerful web application designed to optimize your proposal by aligning it with key points from the RFP or solicitation. Built on 20+ years of experience, it helps jump-starts key themes and keeps you on track. In competitive bidding, proposals are scored - not just read. RMO analyzes the work statement like a fingerprint, calculates a match score, and tracks versions to help refine your proposal efficiently. Upload your Word or PDF documents, then launch the analysis with one click for insights in under 5 minutes, enabling rapid iteration and continuous improvement. Easily share progress with executives and proposal teams. Relevant Match Online is designed for simplicity and ease of use. For organizations requiring a fully offline solution in secure environments such as SCIFs, Relevant Match Desktop (RMD) is available, ensuring data protection without internet connectivity. Save time, cut costs, and boost your Pwin with RMO and RMD!

#### Who Is the Company Behind Relevant Match?

- **Seller:** [Relevant Software](https://www.g2.com/sellers/relevant-software-b1ab9ab5-023d-4701-a08d-cb708046a1a5)
- **Year Founded:** 2020
- **HQ Location:** Lorton, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a1c5131b34663499e9dfbe30a1644c3d2f6101e2298c426e99272674889e0e0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frelevant-software-corp%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ReqFit](https://www.g2.com/products/reqfit/reviews)

Every team has submitted a proposal they weren't sure about. Maybe it was a response pulled together under time pressure. Maybe it was a tender where the evaluation criteria were spread across several pages. Maybe it was a pitch that felt strong until the client feedback came back and pointed to requirements you hadn't noticed. ReqFit exists to help you catch that before you submit, not after. How it works Upload your proposal and the RFP, tender document, or brief it responds to. ReqFit reads both documents, maps the requirements to your response, and delivers a structured assessment of where your response meets the brief and where it falls short. No setup, no configuration, no training. Upload two documents, get your review in minutes. What you get back Every review breaks down into three clear sections: Requirements covered: where your proposal directly addresses what was asked, with specific references to both documents. Requirements missed: where the brief asks for something your proposal doesn't address, or addresses too vaguely to score well. Each gap identifies the specific requirement and what is missing from your response. Recommendations: where to focus the time you have left, prioritised by impact so you fix what matters most first. Every review is delivered as a professionally formatted, brandable report. Upload your logo, choose your colours and font, and share it directly with stakeholders. No copying from a chat window, no reformatting. What makes it different Most AI tools summarise documents or help you write them. ReqFit does neither. It checks whether your document actually answers the brief, requirement by requirement, and tells you honestly where it falls short. No generic feedback. No algorithmic optimism. A structured assessment you can act on before the deadline, not after it. Who it's for Sales managers reviewing RFP responses before submission. Consultants writing bespoke proposals for every opportunity. Contracts managers checking tenders against complex evaluation criteria. Agency founders pulling together pitches between client work. If you are responsible for proposal quality but don't have a specialist review process, ReqFit gives you one. Security and data handling Your proposals and tenders contain commercially sensitive information, so ReqFit is built privacy-first. Your proposal is analysed in memory on Google Cloud Vertex AI and deleted once your report is delivered. Processing is logless, and your documents are never used to train any AI model. The requirements list from your RFP is retained against your account so that a re-run measures against the same requirements, and your reports stay in your account for up to 90 days, with deletion in your control. Documents are encrypted in transit using TLS 1.3. ReqFit is operated by CASM Labs Ltd, registered with the UK ICO (registration ZC111039) and bound by UK GDPR. Simple pricing No monthly subscription. No annual commitment. No per user licensing. ReqFit is a pay per review product, so you only pay when you use it. The first review is free, no credit card required. Developed by CASM Labs Ltd, a UK software company. Pricing available in GBP and USD.

#### Who Is the Company Behind ReqFit?

- **Seller:** [CASM Labs](https://www.g2.com/sellers/casm-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=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®

### [RFP360.AI](https://www.g2.com/products/rfp360-ai/reviews)

What is RFP360 AI? RFP360 AI is an intelligent workspace for managing bids, sourcing events, and proposal activities from start to finish. It helps teams bring structure to a process that is often handled through emails, spreadsheets, shared drives, and manual tracking. The platform is designed for both buyers and suppliers. For buyers, including procurement teams, sourcing managers, government agencies, enterprise buyers, and evaluation teams, RFP360 AI helps organize RFP creation, requirements, supplier invitations, clarification questions, submitted responses, evaluator assignments, scoring, vendor comparison, and decision records. For suppliers, including vendors, service providers, contractors, sales teams, capture teams, and proposal teams, RFP360 AI helps review bid opportunities, understand requirements, manage response tasks, reuse approved company content, collaborate with internal contributors, and create AI-assisted proposal drafts faster. RFP360 AI gives buyers better visibility into sourcing activities and helps suppliers respond with more consistency and confidence. Its structured workflows, reusable knowledge library, collaboration tools, and evaluation features help reduce repetitive work, improve response quality, and support clearer procurement decisions. Whether an organization is issuing RFPs or responding to them, RFP360 AI helps make the process more organized, efficient, and easier to manage.

#### Who Is the Company Behind RFP360.AI?

- **Seller:** [RFP360.AI](https://www.g2.com/sellers/rfp360-ai)
- **Company Website:** www.rfp360.ai
- **Year Founded:** 2025
- **HQ Location:** Lansdale, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f95b94b83da9ee19981033b84284d68e18377c77a70879aaf3216bbe3441d16f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frfp360ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [RFP Response Builder](https://www.g2.com/products/rfp-response-builder/reviews)

RFP Response Builder is a Microsoft Office-integrated solution that dramatically reduces the time and effort required to respond to RFPs and generate proposals and statements of work. It quickly produces polished, mistake-free response documents that help you win more business in less time. Ready to use in under an hour! Not only is RFP Response Builder easy to use, it’s easy to set up and maintain. In fact, you can start using it within an hour of downloading it. And you can say goodbye to onerous maintenance and outdated content. We make it easy to maintain accurate, fresh content. Keep Every Response on Track. Build projects, assign tasks, leave comments, and set deadlines, so your team knows what needs to be done. Assign the Right Roles. Enable people to do what they do best by assigning roles that allow them to use, update, edit, or delete content in your content library. Day One Productivity. Start adding content with your very next RFP, then perfect your library and categorize your content as you go. Day One Return on Investment. If you spend at least 5 hours a month finding content, cutting/pasting and reformatting your RFP responses, then RFP Response Builder is a no-brainer!

#### Who Is the Company Behind RFP Response Builder?

- **Seller:** [Cors Productivity Solutions](https://www.g2.com/sellers/cors-productivity-solutions)
- **Year Founded:** 2003
- **HQ Location:** Reston, US
- **Twitter:** @CorsPro  
158 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9b7a31fbbbdc48816726ad5600ffd806cd2e9055231fc19295cc0741b91503e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorspro&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Rivora](https://www.g2.com/products/rivora/reviews)

Rivora is an AI-powered proposal tool that generates professional client proposals in under 60 seconds. Designed for freelancers, agencies, consultants, and small service businesses, Rivora turns a quick brief into a polished, ready-to-send proposal instantly — no templates to fill in, no blank page to stare at. Key features: • AI proposal generation in under 60 seconds • Customisable tone and style to match your brand • Proposal tracking — see when clients open your proposal • Clean, professional output ready to send immediately • Built for small teams and solo operators under 10 people Stop spending 40 minutes writing every proposal. Rivora does it in one.

#### Who Is the Company Behind Rivora?

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

### [Ruby - The Guided Negotiation Plan Creator®](https://www.g2.com/products/ruby-the-guided-negotiation-plan-creator/reviews)

Powered by AI and built upon the proven Red Sheet® negotiation methodology, Ruby intelligently guides you towards creating winning negotiation strategies. With a management dashboard and built-in collaboration features, your globally dispersed team can work together to create effective negotiation plans. Ruby becomes the expert negotiator on your team, making sure you leave nothing on the table. Ruby helps you research, plan and prepare for a negotiation, with custom roleplay and the ability to generate characters to negotiate with. Ruby then takes you through the Red Sheet step-by-step method before guiding you through creating your winning strategy. Download and share your plans anytime, anywhere, ensuring your team is fully prepared to secure the best outcomes. Upgrade your Ruby license and choose ‘Ruby with Learning’ to get exclusive access to 100 tactics and techniques and on-demand access to a vast library of bitesize elearning modules, video guides and resources to support your learning journey.

#### Who Is the Company Behind Ruby - The Guided Negotiation Plan Creator®?

- **Seller:** [Positive Purchasing](https://www.g2.com/sellers/positive-purchasing)
- **Year Founded:** 2003
- **HQ Location:** Plymouth, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9f961fb51dab824c3392d0159aca26fe6cb5e1be8af4d464e1df183efe1eeb29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpositive-purchasing&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

### [RuleDox](https://www.g2.com/products/ruledox/reviews)

RuleDox is a Google Docs–native proposal and scope of work (SOW) automation platform built for digital agencies. It turns repeatable services — such as Shopify builds, SEO retainers, and CRO projects — into structured blueprints powered by variables, conditional logic, and automated pricing rules. Sales teams complete a guided form, and RuleDox assembles an accurate, client-ready scope instantly inside Google Docs. It eliminates scope creep, pricing inconsistencies, and manual copy-paste errors — while preserving strategic flexibility. Built for agencies with repeatable service packages that need consistency across teams and markets.

#### Who Is the Company Behind RuleDox?

- **Seller:** [Studio P2](https://www.g2.com/sellers/studio-p2)
- **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®

### [SalesEdge](https://www.g2.com/products/salesedge-llc-salesedge/reviews)

SalesEdge offers a SAAS application that helps streamline the RFP and proposal response process. As the trusted experts, SalesEdge helps proposal, sales and marketing teams successfully automate and streamline RFP Responses, Sales Proposals, Due Diligence and Security Questionnaires leveraging Qvidian Software. The solution is designed with a single content library where all assets are stored in approved language and branding. Clients leverage AI to automatically fill in the most relevant answers to quickly respond to RFP, DDQ, and other questionnaires. Build automated documents, streamline content approvals and build audit trails with automated, multi-step reviewer workflows. Track and measure KPIs, with custom analytics dashboards. Clients on average report a 40% increase in productivity, 30% reduction in RFP response times, and 28% increase in win rates.

#### Who Is the Company Behind SalesEdge?

- **Seller:** [SalesEdge](https://www.g2.com/sellers/salesedge-900b6da4-95c7-4346-a9bb-6e8fd64a9434)
- **Year Founded:** 2007
- **HQ Location:** Manchester, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03c04eccb3247f9ec794c29109c4eeba73490f7e190ae4843f5046d7d2fa86c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesedge-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

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

A service for automating business sales processes, which speeds up and simplifies the preparation of quotes, estimates and commercial proposals, in conjunction with your CRM system, like Pipedrive or HubSpot

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

- **Seller:** [Scaido](https://www.g2.com/sellers/scaido)
- **Year Founded:** 2022
- **HQ Location:** Riga, LV
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b24d83307ae9e0cdbd0f9c6349da342ba60fcf0a35fd152ef3ff99eff0d4b620&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscaido%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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Similar Categories

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

- [Quote-to-Cash](/categories/quote-to-cash)
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[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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