# Best Proposal Software - Page 8

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 293

### Category Stats (Aug 2026)

- **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 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
- 293+ 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=19019&focus%5B%5D=164780&focus%5B%5D=6327)

Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, DealHub AI, Anchor, 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=dealhub-ai&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition)

**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=2026-08-01T18%3A12%3A00Z&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%3Fet_blog%25253Fv%3D4ea2a3%26page%3D8&secure%5Btoken%5D=021b420351cc9fce36c2fff29d8de0b5491cd0e7ee1c13bdc81f13d130151e02&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)

### [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 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)

**["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)

### [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?order=g2_score&page=7&post_lead_product=rfp360#product-list)
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- [19](/categories/proposal?order=g2_score&page=19&post_lead_product=rfp360#product-list)
- [20](/categories/proposal?order=g2_score&page=20&post_lead_product=rfp360#product-list)
- [Next ›Next ›](/categories/proposal?order=g2_score&page=9&post_lead_product=rfp360#product-list)

Spotlight Categories

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

[Sales Compensation Software](https://www.g2.com/categories/sales-compensation)

[Payment Processing Software](https://www.g2.com/categories/payment-processing)

[Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim)

[Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration)

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

* * *

## How Do You Choose the Right Proposal Software?

### What You Should Know About Proposal Software

### What is Proposal Software?

Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign.

In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails.

#### What Types of Proposal Software Exist?

**Cloud-based proposal software**

Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call

**On-premise proposal software**

An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal.

### What are the Common Features of Proposal Software?

The following are some core features within proposal software that can help users in various ways:

**Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses.

**Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software.

**Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval.

**Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future.

Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting)

### What are the Benefits of Proposal Software?

**Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal.

**Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines.

### Who Uses Proposal Software?

**Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal.

**Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more.

**Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines.

### What are the Alternatives to Proposal Software?

[CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features.

#### Software Related to Proposal Software

Related solutions that can be used together with proposal software include:

[CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software.

**CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother.

[E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company

### Challenges with Proposal Software

**Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software.

### Which Companies Should Buy Proposal Software?

Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team.

### How to Buy Proposal Software

#### Requirements Gathering (RFI/RFP) for Proposal Software

Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software.

#### Compare Proposal Software Products

**Create a long list**

Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality:

- E-signature
- Template creation
- Media support for images, audio, and video
- Analytics
- Collaboration
- Quote management
- Contract management
- Payment integrations
- Assembly and approval workflows

**Create a short list**

Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM.

**Conduct demos**

Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly.

#### Selection of Proposal Software

**Choose a selection team**

The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software.

**Negotiation**

When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative.

**Final decision**

After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved.

### What Does Proposal Software Cost?

As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay.

The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month. 

Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms. 

#### Return on Investment (ROI)

Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020:

- 55% of buyers see an ROI in 6 months or less
- 28% of buyers see an ROI in 7-12 months
- 10% of buyers see an ROI in 13-24 months
- 7% of all other buyers see an ROI from 24 months onwards

### Implementation of Proposal Software

**How is Proposal Software Implemented?**

Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages:

- Software installation
- Process review and needs analysis
- Design, configuration, and integrations
- Training 
- Post-implementation support 

During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.