# Best Proposal Software - Page 8

## 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=19019&focus%5B%5D=6327)

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

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=dealhub-ai&focus%5B%5D=ignition)

**Sponsored**

### Inventive.AI

Inventive AI is AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see \> 90% faster RFP response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo

[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=2026-08-05T05%3A24%3A52Z&secure%5Bdisplayable_resource_id%5D=1580&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1370637&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1370637&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%3D8&secure%5Btoken%5D=590b837b28a74ad283dc7e89a9e43ad353c20321e18c69ac329fde038b94a8bb&secure%5Burl%5D=https%3A%2F%2Fwww.inventive.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dclicks%26utm_campaign%3Dads&secure%5Burl_type%5D=custom_url)

### [imprezian360](https://www.g2.com/products/imprezian360/reviews)

Imprezian360 is a business software solution add-on for Quickbooks Pro, Premier and Enterprise customers, it compliments Quickbooks by providing sales-lead, opportunity tracking, customer-service automation and inventory control features with the QB integration on the market.

**Average Rating:** 4.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate imprezian360?

- **Ease of Use:** 7.2/10 (Category avg: 8.9/10)

#### Who Is the Company Behind imprezian360?

- **Seller:** [Sellergy Solutions](https://www.g2.com/sellers/sellergy-solutions)
- **HQ Location:** Tampa, FL
- **Twitter:** @imprezian360
- **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:** 67% Small, 33% Large

#### What Are Recent G2 Reviews of imprezian360?

**["Success using Imprezian360 in multiple location business"](https://www.g2.com/survey_responses/imprezian360-review-167915)**

**Rating:** 4.5/5.0 stars

_— Laresa H._

[Read full review](https://www.g2.com/survey_responses/imprezian360-review-167915)

**["Perfect CRM system for our needs"](https://www.g2.com/survey_responses/imprezian360-review-169131)**

**Rating:** 4.0/5.0 stars

_— Haskel W._

[Read full review](https://www.g2.com/survey_responses/imprezian360-review-169131)

#### What Are G2 Users Discussing About imprezian360?

- [What is imprezian360 used for?](https://www.g2.com/discussions/what-is-imprezian360-used-for)

### [Portant](https://www.g2.com/products/portant/reviews)

Portant is the fastest and easiest way to automatically generate invoices, contracts, reports, e-signatures, and all other paperwork. With a few clicks, Portant takes care of your business admin. Generate professional, beautiful and error-free documents that teams and customers will love. Never waste another minute on boring manual tasks! Works with Google Workspace, Outlook, GMail, and syncs data from HubSpot, Xero, Glide, Tally and Zapier.

**Average Rating:** 4.9/5.0

**Total Reviews:** 68

#### How Do G2 Users Rate Portant?

- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Portant?

- **Seller:** [Portant](https://www.g2.com/sellers/portant)
- **Year Founded:** 2020
- **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=c7294aa56c00bd81813436a8bcbf80ec2a9f4b03802e4553a03f98d0aa1bb7d7&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fportantai&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Education Management, Primary/Secondary Education
- **Company Size:** 68% Small, 32% Medium

#### What Do G2 Reviewers Say About Portant?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Portant to be **extremely convenient** , enabling easy data sharing for swift team responses.
- Users value the **user-friendly document management** of Portant, streamlining document creation from CRM data efficiently.
- Users value the **unmatched flexibility** of Portant, efficiently handling both native and custom objects in HubSpot.
- Users praise the **user-friendly design** of Portant, simplifying document creation from CRM data even for novices.
- Users value Portant's **time efficiency** , transforming CRM data into documents quickly and seamlessly enhancing their workflows.

##### Cons

- Users find the **difficult editing** process of Portant frustrating, often needing to adjust settings repeatedly.
- Users find the **inflexible font customization** in Portant cumbersome, requiring frequent manual adjustments to their preferences.
- Users find the **manual processes** cumbersome, requiring frequent adjustments to settings, disrupting their workflow.
- Users desire more **security options** for signature requests to enhance their overall safety and assurance.
- Users desire more **security options for signature requests** , seeking enhanced flexibility and protection for their documents.

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

**["Powerful Form-to-Sheet Automation with Insightful Analytics"](https://www.g2.com/survey_responses/portant-review-13165087)**

**Rating:** 5.0/5.0 stars

_— Steven W._

[Read full review](https://www.g2.com/survey_responses/portant-review-13165087)

**["Streamlined Contract Management with Robust Integrations"](https://www.g2.com/survey_responses/portant-review-12639119)**

**Rating:** 4.5/5.0 stars

_— Marvin B._

[Read full review](https://www.g2.com/survey_responses/portant-review-12639119)

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

QuoteCloud is an intelligent sales quoting and proposal management platform that helps businesses streamline the way they create, send, and close deals. Designed for sales teams, QuoteCloud automates time-consuming quote creation with dynamic content, pricing tables, and interactive customer experiences. QuoteCloud's built-in AI coworker assists users in writing compelling sales content, help estimate pricing, generating product descriptions, and personalising proposals in seconds. QuoteCloud also integrates with 1000's of other SaaS products such as CRMs, Job Management, accounting software — ensuring your sales process connects seamlessly from quote to close. With real-time collaboration, custom templates, digital signatures, and performance analytics, QuoteCloud empowers teams to respond faster, impress clients, and win more business. No matter what industry you operate in whether you’re managing proposals, quotes, or contracts, QuoteCloud turns complex workflows into a smooth, professional experience for both your team and your customers. Key Benefits: + Create visually stunning, interactive proposals in minutes + Collaborate with team members in real time + Automate product pricing and data imports from external systems + Personalise and enhance content with AI-powered assistance + Track customer engagement and approvals + Integrate with CRMs, GDS, and payment solutions

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate QuoteCloud?

- **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 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®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Faster proposals, more closed deals - a no-brainer for any sales team"](https://www.g2.com/survey_responses/quotecloud-review-12919273)**

**Rating:** 5.0/5.0 stars

_— Nathan C._

[Read full review](https://www.g2.com/survey_responses/quotecloud-review-12919273)

**["Professional, Easy to Use with Amazing Support"](https://www.g2.com/survey_responses/quotecloud-review-12958511)**

**Rating:** 5.0/5.0 stars

_— Leisa D._

[Read full review](https://www.g2.com/survey_responses/quotecloud-review-12958511)

### [RFPMonkey](https://www.g2.com/products/rfpmonkey/reviews)

RFPMonkey.com makes responding to RFPs so easy a monkey could do it! Well, not an actual monkey, but that's the idea. Use RFPMonkey to create libraries of reusable content, manage that content, track and manage RFPs, and use your library content to quickly respond to your RFPs.

**Average Rating:** 3.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate RFPMonkey?

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind RFPMonkey?

- **Seller:** [RFPMonkey](https://www.g2.com/sellers/rfpmonkey)
- **Year Founded:** 2006
- **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=345fbb8c4d4309aec450550997d53429a86f325508f14ae36232fbd56c1ae13b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frfpmonkey.com-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Large

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

**["Great product!"](https://www.g2.com/survey_responses/rfpmonkey-review-648261)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/rfpmonkey-review-648261)

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

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

### [Titan Docs](https://www.g2.com/products/titandocs/reviews)

Titan Docs Suite is a no-code document generation solution built right inside Salesforce, designed to talk directly to your CRM. Trusted by thousands of businesses worldwide, Titan Docs lets you generate personalized documents, e-signatures, and proposals, while tracking everything in one place. Titan Docs integrates with Titan’s full suite of declarative tools to create any digital experience within Salesforce. With Titan Experience Studio and Forms, you can build personalized portals, single-page web apps, and forms. Titan Enterprise offers a fully integrated solution for large-scale operations, including contract lifecycle management. With HIPAA-compliant storage, all data kept securely in Salesforce, smart templates, and legally binding e-signatures, Titan Docs Suite has the tools your business needs to scale. Say goodbye to middlemen, second databases, and clunky tools—Titan Docs keeps everything streamlined and in one place.

**Average Rating:** 4.6/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Titan Docs?

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Titan Docs?

- **Seller:** [Titan](https://www.g2.com/sellers/titan-546f744e-667d-45a5-9061-8fe0bac331e6)
- **Company Website:** titandxp.com
- **Year Founded:** 2014
- **HQ Location:** Tel Aviv, Israel
- **Twitter:** @TitanDXP  
15 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90083094c0667a06293850cb04d2869ff3d8ebd746c610f4155d6a9d1a4fb4a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fformtitan%2Fposts%2F%3FfeedView%3Dall&secure%5Burl_type%5D=linkedin_company_website)  
199 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 45% Medium, 35% Small

#### What Do G2 Reviewers Say About Titan Docs?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **ease of use** of Titan Docs, benefiting from simple design and seamless document creation.
- Users commend the **responsive customer support** of Titan Docs, ensuring smooth implementation and quick problem resolution.
- Users find the **easy setup** of Titan Docs beneficial for quickly creating personalized documents with Salesforce integration.
- Users praise the **seamless Salesforce integration** of Titan Docs, enhancing document creation and workflow efficiency significantly.
- Users value the **seamless integration with Salesforce** , enhancing document creation and workflow efficiency significantly.

##### Cons

- Users face a **steep learning curve** with Titan Docs, making initial setup and troubleshooting quite challenging.
- Users face **missing features** in Titan Docs, causing frustration with slow performance and document formatting issues.
- Users face a **steep learning curve** with Titan Docs, complicating initial setup and document creation processes.
- Users find the **complexity** of Titan Docs challenging, with a steep learning curve and difficult initial setup.
- Users find a **steep learning curve** with Titan Docs, often requiring support for troubleshooting and complex use cases.

#### What Are Recent G2 Reviews of Titan Docs?

**["Titan Docs: Effortless Salesforce-Connected PDFs with Fast, Reliable One-Click Automation"](https://www.g2.com/survey_responses/titan-docs-review-12621456)**

**Rating:** 5.0/5.0 stars

_— Ryan M._

[Read full review](https://www.g2.com/survey_responses/titan-docs-review-12621456)

**["Titan Is Easy to Use and a Really Helpful Tool"](https://www.g2.com/survey_responses/titan-docs-review-13136474)**

**Rating:** 4.5/5.0 stars

_— Lily N._

[Read full review](https://www.g2.com/survey_responses/titan-docs-review-13136474)

### [altaFlow](https://www.g2.com/products/altaflow/reviews)

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.

**Average Rating:** 4.5/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate altaFlow?

- **Ease of Use:** 8.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind altaFlow?

- **Seller:** [airSlate](https://www.g2.com/sellers/airslate)
- **Company Website:** www.airslate.com
- **Year Founded:** 2006
- **HQ Location:** Brookline, Massachusetts
- **Twitter:** @airSlate  
1,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a387d416c91f548c7ca2da354b11b960ce5fed9453c45cce8a37df86af1daf78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fairslate%2F&secure%5Burl_type%5D=linkedin_company_website)  
798 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Higher Education
- **Company Size:** 52% Medium, 41% Small

#### What Do G2 Reviewers Say About altaFlow?

_AI-generated summary from verified user reviews_

##### Pros

- Users find altaFlow to be **incredibly user-friendly** , allowing for quick implementation and easy navigation.
- Users highlight the **excellent customer support** of altaFlow, appreciating the prompt and knowledgeable assistance provided.
- Users highlight the **customizable document management** features of altaFlow, enhancing workflow efficiency and collaboration.
- Users find altaFlow's **easy setup** beneficial for quick implementation and effective daily use of the system.
- Users find altaFlow to be **intuitive and user-friendly** , making implementation and navigation a breeze.

##### Cons

- Users find **performance issues** with altaFlow, noting clunkiness and difficulties on older hardware affecting their experience.
- Users experience **bot issues** leading to significant slowdowns and delays during complex workflow setups in altaFlow.
- Users find the **complexity of settings** overwhelming, making it challenging to navigate the various products effectively.
- Users find **difficult editing** a hassle, having to redo processes for any changes to sent documents.
- Users find **difficult navigation** in altaFlow due to numerous products, complicating their understanding of functionalities.

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

**["There is no more all inclusive workflow solution like AltaFlow!"](https://www.g2.com/survey_responses/altaflow-review-4617674)**

**Rating:** 5.0/5.0 stars

_— Brian Del Terzo C._

[Read full review](https://www.g2.com/survey_responses/altaflow-review-4617674)

**["Streamlined Waiver Management with AltaFlow"](https://www.g2.com/survey_responses/altaflow-review-12447747)**

**Rating:** 4.5/5.0 stars

_— Danielle S._

[Read full review](https://www.g2.com/survey_responses/altaflow-review-12447747)

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

- [What is a slate in airSlate?](https://www.g2.com/discussions/what-is-a-slate-in-airslate) - 1 comment
- [Where is airSlate based?](https://www.g2.com/discussions/where-is-airslate-based) - 1 comment
- [How much does airSlate cost?](https://www.g2.com/discussions/how-much-does-airslate-cost) - 1 comment
- [What is airSlate used for?](https://www.g2.com/discussions/what-is-airslate-used-for) - 1 comment

### [Capture2Proposal](https://www.g2.com/products/capture2proposal/reviews)

Capture2Proposal is a revolutionary market intelligence, capture, and proposal management solution designed for government contractors in one secure, collaborative, and customizable platform. At Capture2, we believe the government needs the capabilities of commercial entities of all sizes. We open access to government contracts with market intelligence for every business from the smallest veteran-owned firm to the largest defense industrial base providers. Our key values are relentless customer focus, intelligent application of deep experience in our industry, and a passion to make a difference for you in the government contracting space, whether you are a Federal Contractor, an OEM vendor or a Value Added Reseller.

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Capture2Proposal?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Capture2Proposal?

- **Seller:** [Capture2](https://www.g2.com/sellers/capture2)
- **Year Founded:** 2015
- **HQ Location:** San Diego, US
- **Twitter:** @C2POfficial  
69 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dd6ac09603e2fbc1c06e0e0531ed0892b0c58c868521b7b4636a27765fd9350&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcapture2%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Do G2 Reviewers Say About Capture2Proposal?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **easy integration with other systems** , ensuring seamless access to current contracts in Capture2Proposal.
- Users appreciate the **ease of use** of Capture2Proposal, benefiting from seamless integration with other systems.
- Users appreciate the **easy integrations** with other systems, ensuring quick access to current contracts within the platform.

##### Cons

- Users experience **bug issues** with Capture2Proposal, often requiring repeated requests for updates and corrections to be made.

#### What Are Recent G2 Reviews of Capture2Proposal?

**["A Rising Tool to Grow Your Business."](https://www.g2.com/survey_responses/capture2proposal-review-7077841)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/capture2proposal-review-7077841)

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

CLEATUS is an all-in-one AI platform for government contractors that revolutionizes how businesses find, bid on, and win federal, state, local, and education contracts. It's designed to make government contracting accessible and affordable for businesses of all sizes. CLEATUS helps you discover the right opportunities, generate compliant proposals in minutes, and manage your entire GovCon pipeline from one place. Core Capabilities 1) Contract Discovery & Intelligence • Scans 40,000+ public sector sources across federal, state, local, and education. • Delivers tailored opportunities that match your profile. • Daily email alerts and real-time matching. • AI converts complex solicitations into clean, standardized summaries. 2) AI-Powered Proposal Writing • Generate first-draft proposals in minutes. • Aligns to solicitation requirements and sections. • Pulls in your past performance, capabilities, and certifications. • Supports RFPs, RFQs, and other solicitation types. 3) Smart Decision Support • AI compliance scoring to guide bid/no-bid. • Past-award insights and competitor analysis. • Risk flags and evaluation criteria highlights. • Scope, pricing, and requirements breakdowns. 4) GovCon Management Tools • Pursuit CRM for pipelines, tasks, and deadlines. • Teaming intelligence with an 800K+ contractor database. • 24/7 AI contracting advisor in CLEATUS AI Chat. Why CLEATUS • All-in-one: Discovery, proposals, pipeline, and teaming in one workflow. • Speed: From search to compliant draft in minutes. • Accuracy: AI tuned for GovCon structure and compliance. • Simple pricing: One plan with all features included.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate CLEATUS AI?

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

#### Who Is the Company Behind CLEATUS AI?

- **Seller:** [CLEATUS](https://www.g2.com/sellers/cleatus)
- **Year Founded:** 2023
- **HQ Location:** Arlington, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=705e9045703cdab706ab8f15f44bd8ccdf9bbe41b393568f638c47a4dce3d60a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcleatus-ai&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About CLEATUS AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **document management** of CLEATUS AI for its efficiency in handling government contracts and matches.
- Users value the **efficiency** of CLEATUS AI in streamlining government contract management, enhancing focus on core business tasks.

#### What Are Recent G2 Reviews of CLEATUS AI?

**["Enabling Rapid Proposal Development"](https://www.g2.com/survey_responses/cleatus-ai-review-11440063)**

**Rating:** 4.5/5.0 stars

_— Asad M._

[Read full review](https://www.g2.com/survey_responses/cleatus-ai-review-11440063)

**["Best AI Tool for Government Contracting"](https://www.g2.com/survey_responses/cleatus-ai-review-11482433)**

**Rating:** 5.0/5.0 stars

_— Anil Y._

[Read full review](https://www.g2.com/survey_responses/cleatus-ai-review-11482433)

### [Cobl](https://www.g2.com/products/cobl/reviews)

Cobl generates sales proposals that are polished, on-brand, and built to win, all at the same high quality no matter who's sending it. Where other tools give you a blank page and a template, Cobl gives you a generation engine that does the heavy lifting for you. Feed it your client notes, past emails, pricing files, and company knowledge. Cobl's multi-agent AI reads the context and builds a structured, on-brand proposal in minutes. Ready to send and ready to close. Cobl helps sales teams: - Generate proposals from real deal context. Every section is built from what you actually know about the client. - Encode your sales methodology, once. Tell Cobl how your best proposals are structured, what to always include, and what to never say. Every proposal the platform generates follows that framework, every time, regardless of who sends it. - Build a knowledge base that compounds. Cobl learns from every proposal your team produces. Customer cases, key figures, past wins, all structured and accessible to the agent at the exact moment it needs them. The longer you use it, the smarter and more persuasive your proposals get. - Stay on-brand without the effort. The design system captures your templates, visual identity, and brand guidelines so every document looks like it came from your marketing team. - Edit in natural language. Chat with the platform to rewrite sections, adjust tone, or tailor any part of the document to a specific client. - Work inside your existing stack. Cobl connects natively to Salesforce, HubSpot, Notion, SharePoint, Teams, Gmail and more, pulling company knowledge directly into the generation process without adding friction. When you're ready, export to PDF, or to fully editable Word and PowerPoint files, or share a live web link directly with your prospect. Built to European security standards, so your data stays where it belongs. Get up to 5 free documents per month on our free plan.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Cobl?

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

#### Who Is the Company Behind Cobl?

- **Seller:** [Cobl](https://www.g2.com/sellers/cobl)
- **Year Founded:** 2025
- **HQ Location:** Paris, FR
- **Twitter:** @cobl\_ai  
66 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f131a8c9aa9783bdf345824ed201750e7d842a1f2119e8323613cd2e7c92982&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcobl-ai&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["Gain in Efficiency and Relevance thanks to Cobl"](https://www.g2.com/survey_responses/cobl-review-12991581)**

**Rating:** 4.0/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/cobl-review-12991581)

**["Huge Time Saver for Polished, Client-Tailored Documents"](https://www.g2.com/survey_responses/cobl-review-13023155)**

**Rating:** 5.0/5.0 stars

_— Oliver J._

[Read full review](https://www.g2.com/survey_responses/cobl-review-13023155)

### [Configurator](https://www.g2.com/products/configurator/reviews)

A full function CPQ designed to offer assisted, question-based selling.

**Average Rating:** 4.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Configurator?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (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 Configurator?

- **Seller:** [ChikPea](https://www.g2.com/sellers/chikpea)
- **Year Founded:** 2006
- **HQ Location:** San Francisco, US
- **Twitter:** @chikpea\_inc  
489 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=10c4c46412f854d286b82435e21f7499abc72eeacb7755432d9f5f11a846b8d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F738605&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Large, 25% Small

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

**["Review Configurator"](https://www.g2.com/survey_responses/configurator-review-4236033)**

**Rating:** 4.0/5.0 stars

_— JongWon K._

[Read full review](https://www.g2.com/survey_responses/configurator-review-4236033)

**["Configurator Inside Knowledge"](https://www.g2.com/survey_responses/configurator-review-4189030)**

**Rating:** 5.0/5.0 stars

_— Tyler K._

[Read full review](https://www.g2.com/survey_responses/configurator-review-4189030)

### [Dune Dev CPQ & Service Center](https://www.g2.com/products/dune-dev-cpq-service-center/reviews)

DuneDev CPQ & Service Center is an all-in-one CPQ SaaS solution with a dedicated service center to turn complex offers into sales opportunities. Designed to optimize and simplify sales processes, our software is the best solution for turning complex offers into tangible sales opportunities—anytime, anywhere—with full accessibility from any device with an Internet connection. Why Choose DuneDev CPQ&ServiceCenter? • Sales Process Efficiency: Automate complex configurations and generate accurate quotes with just a few clicks. • Zero IT Infrastructure Costs: No installation required—ready to use, with automatic updates and guaranteed security management. • Total Scalability and Flexibility: Grow alongside your business by adding modules without complications. • Sales-Based Cost Model: Pay per signed contract, with optional maintenance fees for custom updates. Key Features • Dedicated Service Center: Real-time sales support via phone and chat, sales support ticket management, business configurations, and service activations. Available Monday to Saturday (9 AM - 8 PM). • Smart Service Configurator: Features advanced OCR technology to generate customer profiles in seconds and provide real-time cost visualization. • Intuitive Contract Generator: Quickly create personalized, error-free contracts, reducing time and resource consumption. • Incentive Compensation Management: Automatic incentive calculation with flexible rules for precise alignment with sales processes. • Order Management System (OMS): Complete order management with API integration for real-time tracking and advanced e-commerce capabilities. • AI-Powered HUB: Multilingual chatbot, avatar presentations, and RPA automation for fast, error-free processes. • Partner Management & CMS: Fast partner onboarding, centralized content management, and automated distribution. • Reliability and Guaranteed Security: A redundant server environment in Europe, with two dedicated servers in distinct locations, ensures business continuity and high performance. • Continuous Development and Support: Annual releases with new features and a specialized IT team to ensure a customer-driven software evolution. Simplify sales. Empower service. Choose DuneCustomCPQ.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Dune Dev CPQ & Service Center?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Dune Dev CPQ & Service Center?

- **Seller:** [Dune](https://www.g2.com/sellers/dune)
- **Year Founded:** 2016
- **HQ Location:** Milan, IT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=555d8c3a3ac0424eb7351a14894b11017842052271087440ca1f809eb3458f6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdune-srl&secure%5Burl_type%5D=linkedin_company_website)  
120 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Dune Dev CPQ & Service Center?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive design** of Dune Dev CPQ & Service Center, making work seamless and efficient.
- Users appreciate the **easy access** of Dune Dev CPQ & Service Center, finding it intuitive and user-friendly.
- Users appreciate the **intuitive filtering options** of Dune Dev CPQ & Service Center, enhancing their workflow efficiency.
- Users value the **intuitive design** of Dune Dev CPQ & Service Center, finding work easy and efficient.

#### What Are Recent G2 Reviews of Dune Dev CPQ & Service Center?

**["A real gamechanger — SaaS CPQ, powered by the Service Center"](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888)**

**Rating:** 5.0/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888)

**["CPQ & Service Center"](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085)**

**Rating:** 4.5/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085)

### [Indy](https://www.g2.com/products/indy/reviews)

Indy is a workflow platform for talented independent professionals who are free to work how they want. Indy's mission is to create a reliable set of business admin tools so that any freelancer can instantly find the resources they need to be successful. We’ve built a place where freelancers can create proposals, draft contracts, send invoices, and get paid - all in a single app to make independent life even better.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Indy?

- **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 Indy?

- **Seller:** [Indy](https://www.g2.com/sellers/indy)
- **Year Founded:** 2014
- **HQ Location:** Santa Monica, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=db74cba7c29280174de460a630d6a709375d27f68bb4130d22dd629d9f5feccc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fweareindy&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

#### What Do G2 Reviewers Say About Indy?

_AI-generated summary from verified user reviews_

##### Pros

- Users rave about the **ease of use** of Indy, enhancing productivity and streamlining business operations seamlessly.
- Users love the **user-friendly interface** of Indy, which simplifies work and boosts productivity significantly.
- Users appreciate the **ease of client management** with Indy, streamlining billing, invoicing, and proposal drafting effectively.
- Users value the **customizability** of Indy, enabling easy management of billing, proposals, and contracts for business growth.
- Users highlight the **enhanced productivity and efficiency** provided by Indy's user-friendly features and flexible implementation.

##### Cons

- Users experience occasional **technical hitches** with Indy, though support is readily available for quick resolutions.
- Users desire **more precise AI-generated drafts** , indicating that Indy’s current AI performance is inadequate for their needs.
- Users feel that the **ineffective AI** in Indy fails to enhance the precision of their drafts as expected.
- Users experience occasional **invoicing issues** with Indy, but support is readily available to address them quickly.
- Users experience occasional **slow performance** with Indy, but appreciate the prompt technical support available to resolve issues.

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

**["I have such a positive experience working with Indy now!"](https://www.g2.com/survey_responses/indy-review-10504660)**

**Rating:** 4.5/5.0 stars

_— Barbara F._

[Read full review](https://www.g2.com/survey_responses/indy-review-10504660)

**["An awesome tool to manage the entire business"](https://www.g2.com/survey_responses/indy-review-10498883)**

**Rating:** 4.5/5.0 stars

_— Gajalakshme R._

[Read full review](https://www.g2.com/survey_responses/indy-review-10498883)

### [Jiga](https://www.g2.com/products/jiga/reviews)

Sourcing manufactured parts is a very manual, time consuming process. With constant back-and-forth with suppliers via emails and spreadsheets, supply chains become inefficient, slow and error-prone. Jiga makes sourcing parts fast and hassle free. Using Jiga you: -Find the right vetted suppliers -Communicate with them directly -Eliminate friction on quoting and ordering -Track quotes, parts, revisions and orders Supported manufacturing services include CNC machining, 3D printing, sheet metal, injection molding, custom PCBs and more.

**Average Rating:** 4.8/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Jiga?

- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Jiga?

- **Seller:** [Jiga](https://www.g2.com/sellers/jiga)
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **Twitter:** @Jiga3d  
123 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e599287de4cda5e10c55bc8633caac6bdbf79f6620916f56b09f631274463a60&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F49163038&secure%5Burl_type%5D=linkedin_company_website)  
115 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 69% Small, 15% Medium

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

**["Source your manufacturing parts from various suppliers on one portal."](https://www.g2.com/survey_responses/jiga-review-9669142)**

**Rating:** 5.0/5.0 stars

_— Pranav K._

[Read full review](https://www.g2.com/survey_responses/jiga-review-9669142)

**["You design they build"](https://www.g2.com/survey_responses/jiga-review-9666884)**

**Rating:** 4.0/5.0 stars

_— Akshat S._

[Read full review](https://www.g2.com/survey_responses/jiga-review-9666884)

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

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

### [Mimiran](https://www.g2.com/products/mimiran/reviews)

Mimiran is the CRM for people who love serving clients, but hate "selling". It's a different take on CRM that's designed to work for you, getting you more leads from your website, getting more conversations with those leads, and turning those conversations into (e)signed clients with compelling, mobile-friendly proposals. Plus, stay in touch with the people who matter with intuitive Call Mode. Build your practice with an intuitive dashboard to stay on top of the sales funnel. And measure the effectiveness of Google AdWords and Facebook campaigns, all the way to revenue.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Mimiran?

- **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 Mimiran?

- **Seller:** [Mimiran](https://www.g2.com/sellers/mimiran)
- **Year Founded:** 2001
- **HQ Location:** AUSTIN, US
- **Twitter:** @Mimiran  
2,783 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9ca52a409299ff7aa9d1810470e88972bbe7b0d509fa8288094ca4b56d6cb2ff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmimiran&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 Mimiran?

**["Mimiran Helps Me Grow My Business"](https://www.g2.com/survey_responses/mimiran-review-4275236)**

**Rating:** 5.0/5.0 stars

_— Matt K._

[Read full review](https://www.g2.com/survey_responses/mimiran-review-4275236)

**["These guys make lead generation much easier"](https://www.g2.com/survey_responses/mimiran-review-3057634)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/mimiran-review-3057634)

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

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

### [Octant](https://www.g2.com/products/octant/reviews)

Octant’s powerful capture, proposal management and IDIQ task order management off-the-shelf software – combined with business intelligence, capture, proposal and contract automation and governance capabilities – helps unite business and technology, enrich collaboration, and optimize business performance.

**Average Rating:** 1.3/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Octant?

- **Ease of Use:** 5.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 3.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Octant?

- **Seller:** [Octant](https://www.g2.com/sellers/octant)
- **Year Founded:** 2006
- **HQ Location:** Sterling, US
- **Twitter:** @OctantSoftware  
10,504 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f428c038cf474809e2e0fe73b05569f427cac86ae52830932a6e6d2ba76fc4a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foctant&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

- [‹ Prev‹ Prev](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=7#product-list)
- [1](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score#product-list)
- [2](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=2#product-list)
- …
- [4](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=4#product-list)
- [5](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=5#product-list)
- [6](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=6#product-list)
- [7](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=7#product-list)
- 8
- [9](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=9#product-list)
- [10](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=10#product-list)
- [11](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=11#product-list)
- [12](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=12#product-list)
- …
- [19](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=19#product-list)
- [20](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=20#product-list)
- [Next ›Next ›](/categories/proposal?lastname=Yue&link=blog-cta&order=g2_score&page=9#product-list)

Spotlight Categories

[Multi-Country Payroll Software](https://www.g2.com/categories/multi-country-payroll)

[Background Check Software](https://www.g2.com/categories/background-check)

[Digital Signage Software](https://www.g2.com/categories/digital-signage)

[ERP Systems](https://www.g2.com/categories/erp-systems)

[Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)

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

Show More