# Best Proposal Software - Page 13

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 294

### Category Stats (Aug 2026)

- **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Proposal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 22,600+ Authentic Reviews
- 294+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Proposal Software
 ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=6327&focus%5B%5D=19019)

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

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

**Sponsored**

### RocketDocs

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-08T18%3A29%3A19Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=6311&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Flibrary%3Dtrue%26link%3Dblog-cta%26page%3D13&secure%5Btoken%5D=13f3d7e060b88bea723c882c6785feac0179d7bae4d44a543845829664012c14&secure%5Burl%5D=https%3A%2F%2Frocketdocs.com%2Flp%2Fbook-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks%26utm_content%3Dtopic-proposal&secure%5Burl_type%5D=custom_url)

### [AutoQuote](https://www.g2.com/products/auto-quote-autoquote/reviews)

AutoQuote is an AI-powered B2B sales proposal and quotation software that automates the entire quoting workflow for freelancers, agencies, and sales teams. It ingests context from Google Drive documents and sales call transcripts, then generates professional, branded quotations instantly. Create quotes via a WhatsApp AI bot, track client views with email monitoring, convert quotes to invoices with one click, and schedule timezone-aware deliveries. Close deals faster with zero manual copy-pasting.

#### Who Is the Company Behind AutoQuote?

- **Seller:** [Auto Quote](https://www.g2.com/sellers/auto-quote)
- **Year Founded:** 2026
- **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=87b07dd3c278e692fbca4f4b874457353bbca4e94afc2aa5ec8e8a25bc7937c7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauto-quote-ai&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Best Proposals](https://www.g2.com/products/best-proposals-best-proposals/reviews)

Best Proposals is a proposal software that is designed for sales and BDM teams to send fast, simple proposals to scale deals and close contracts.

#### Who Is the Company Behind Best Proposals?

- **Seller:** [Best Proposals](https://www.g2.com/sellers/best-proposals)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

An AI-powered proposal and RFP response generator that helps you create professional, high-quality proposals in minutes. Simply upload your RFP and let AI analyze requirements, generate structured drafts, and streamline your entire bidding process—so you can respond faster and win more contracts.

#### Who Is the Company Behind BidCraft?

- **Seller:** [BidCraft](https://www.g2.com/sellers/bidcraft)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

BidPacto is an AI-powered RFP response workspace for small businesses that need to respond to bids, tenders, municipal contracts, school district contracts, enterprise vendor questionnaires, and government procurement opportunities. The platform turns RFP documents into a structured bid plan, compliance matrix, risk review, and editable first-draft proposal responses. Teams can upload an RFP, add company source documents, review requirements, fill gaps, improve answers, and export proposal-ready content without starting from a blank page.

#### Who Is the Company Behind BidPacto?

- **Seller:** [BidPacto](https://www.g2.com/sellers/bidpacto)
- **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=9629c2bb406592955d6389ba70f3afa88a22a61e8dac598da6cf43ba20e9eb2b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbidpacto&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Bidrik is a tool for creating, sending, tracking and closing quotes and sales proposals.

#### Who Is the Company Behind Bidrik?

- **Seller:** [Bidrik](https://www.g2.com/sellers/bidrik)
- **Year Founded:** 2013
- **HQ Location:** Linköping, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d374e57e244ffc8e0be5e2e7cf3799e03d9a5c684a4c7f57b02eb285631575a0&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbidrik&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Bloks, Inc.](https://www.g2.com/products/bloks-inc/reviews)

Bloks is an AI-powered personal CRM designed to enhance professional relationships by automating note-taking, meeting preparation, and task management. It integrates seamlessly with platforms like Zoom, Teams, and Slack, providing users with comprehensive meeting summaries, personalized briefs, and actionable insights without the need for intrusive bots or plugins.

#### Who Is the Company Behind Bloks, Inc.?

- **Seller:** [Bloks, Inc.](https://www.g2.com/sellers/bloks-inc)
- **Year Founded:** 2021
- **HQ Location:** Ottawa, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6f5563f5d2c3f7ed1e1c8e285225f451eac9e97276c6b5ade2d1d364b731451&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbloksapp&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Blue Edge AI](https://www.g2.com/products/blue-edge-ai/reviews)

Blue Edge AI goes beyond standard automation. We combine expert bid knowledge with AI, our platform helps you navigate vast data sets, including 80+ languages, unlock critical insights, and maintain quality across every response. Blue Edge AI adapts to your needs – whether you’re looking to transform your entire bid process or seeking support for a single complex tender. Deploy it company-wide to enhance your team’s capabilities, or use it to streamline a specific high-stakes submission. Our platform scales to match your requirements, from individual projects to full organisational integration.

#### Who Is the Company Behind Blue Edge AI?

- **Seller:** [Blue Edge AI](https://www.g2.com/sellers/blue-edge-ai)
- **Year Founded:** 2023
- **HQ Location:** Brighton, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92c64e95d6874965c81480cafe0c2efba7205252ebe9df080c32034997885b8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fblue-edge-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

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

Estimates and price are the key determinants for successful contract awards. Utilizing the right estimating and pricing tools can provide a significant competitive advantage.

#### Who Is the Company Behind BOEMax?

- **Seller:** [ProjStream](https://www.g2.com/sellers/projstream)
- **Year Founded:** 2009
- **HQ Location:** Lake Mary, US
- **Twitter:** @projstream  
1,157 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4bcca037ce7ebc2af5ab2aaae532495a81904a39db9ed48e7b5a958f35fb13b0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojstream&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

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

Automate your pre-sales process and scale up a business. Bondly is a cost-estimate template tool that not only helps you effectively automate the part of your pre-sales process but aleso manage deals within a simple CRM and increase quote-to-deal conversion rate. Simple but effective.

#### Who Is the Company Behind Bondly?

- **Seller:** [bondly s. r. o.](https://www.g2.com/sellers/bondly-s-r-o)
- **Year Founded:** 2021
- **HQ Location:** Bratislava, SK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f3209ae618756a0bd023512fe4480d221c97a7eb522659dce358d490e113aeae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbondly-estimates&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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

BookNox turns a booking enquiry into a quote, a signed contract, and a paid deposit in one message. Vendors set their own pricing rules and BookNox quotes instantly from them. Pricing is $29/mo flat with 0% booking fee: the vendor keeps what the client pays, minus their own payment processor's cut. Built for photographers, wedding vendors, and independent service businesses who quote by hand today.

#### Who Is the Company Behind BookNox?

- **Seller:** [NetNest Design](https://www.g2.com/sellers/netnest-design)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Brainial Tender AI](https://www.g2.com/products/brainial-tender-ai/reviews)

Brainial is an artificial intelligence powered digital assistant that helps users discover and qualify tenders faster with an all-in-one dashboard and unlimited customized search profiles. It analyzes documents to spot anomalies and risks to support quicker bid/no-bid decisions. Brainial simplifies clarification rounds and document versioning and can generate tailored proposals by reusing historical content. Key features include automated summaries, advanced search, an interactive chatbot, streamlined clarifications, clear version control, and AI writing assistance to create customized proposals.

#### Who Is the Company Behind Brainial Tender AI?

- **Seller:** [Brainial](https://www.g2.com/sellers/brainial)
- **Year Founded:** 2019
- **HQ Location:** Utrecht, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d406ebf88e7d4e48b57dc3f016038449cfa7e41df3d110aae66d3d8374a2400b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrainial&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

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

Briefance is an AI tool for freelancers, designers, developers, and small agencies that turns chaotic client emails, Slack threads, and PDFs into fully structured project briefs in seconds. It extracts scope, deliverables, timeline, budget range, and the questions the client forgot to answer, then lets you export a branded PDF or send a one-click proposal with view tracking and an acceptance flow. The 1-2 hour ritual every freelancer knows (read the email three times, list missing info, estimate scope, write a clarifying reply) is compressed into a single click. Features: - Paste emails, Slack threads, or upload PDFs and DOCX files - Streaming AI generation with editable structured output - Branded PDF export with your logo, colors, and fonts - One-click proposal with client-side acceptance and signature - Public share links with view tracking (know when the client opens it) - Reusable templates with variable substitution - Team workspaces with roles and an activity log - Multi-language support (English, Turkish, Spanish, German, French) Built on Next.js 16, Anthropic Claude, and Supabase. Free tier with 3 briefs/month, no credit card required. Pro at $19/month, Agency at $49/month. EU data residency available. GDPR and KVKK compliant. Client data is never used for training.

#### Who Is the Company Behind Briefance?

- **Seller:** [Briefance](https://www.g2.com/sellers/briefance)
- **Year Founded:** 2026
- **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=f2b5af700a916a82b5feac92932ee5731a31b19435ba0168307b8e739eb7f15a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbriefance%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [BrightPrice Suite](https://www.g2.com/products/brightprice-suite/reviews)

BrightPrice Suite is a comprehensive pricing solution that caters to the specific needs of pricing experts, sales professionals, and finance experts. It revolutionizes the management of pricing by offering tailored modules for streamlined workflows and dynamic insights. BrightPrice Foundation: For all involved With integrated impact analysis, price changes can be implemented with confidence. BrightPrice Foundation empowers you to control, standardize, and enhance your pricing maturity. BrightPrice Insights: For Pricing Experts Simplify pricing strategies and enhance governance with meaningful commercial views. Simulate improvement actions and seamlessly integrate views with other BrightPrice modules. BrightPrice Build: For Pricing Teams Specifically designed for pricing teams, this SAP-embedded Price Management tool simplifies and governs changes to price lists and conditions, ensuring an efficient workflow without the need for a complex data layer. BrightPrice Deal: For Sales Professionals Tailored for sales professionals, this module offers customer configuration, quotation management, and simulation tools directly in SAP. Ensure a streamlined workflow and dynamic pricing insights. BrightPrice Rebate: For Finance Experts Finance experts can effortlessly create, assign, manage, and settle customer rebates in S/4. Backed by real-time analytics, this module integrates seamlessly with Customer Condition Contracts, empowering finance teams to make strategic decisions for sustained financial growth.

#### Who Is the Company Behind BrightPrice Suite?

- **Seller:** [Sposea](https://www.g2.com/sellers/sposea)
- **Year Founded:** 2015
- **HQ Location:** Hoofddorp, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a2fd25611f2f2136e6854b7112b83127abeecd2790016536b148929c20bb668b&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsposea&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

### [Bullet](https://www.g2.com/products/gleman-software-development-ltd-bullet/reviews)

Bullet is an all-in-one business toolkit designed to streamline and automate financial and operational tasks for small businesses and startups. By integrating essential tools such as accounting, invoicing, payroll, project management, proposals, and communication, Bullet eliminates the need for multiple disparate applications, providing a cohesive and efficient platform. This comprehensive suite empowers businesses to manage their finances, projects, and client interactions seamlessly, allowing entrepreneurs to focus on growth and innovation. Key Features and Functionality: - Accounting & Payroll: Automated accounting processes with smart workflows, error checking, and sales tax reports, along with simple online payroll management that generates tax returns. - Project Management: Tools to plan, execute, and monitor projects efficiently, offering live profit scores and insights to enhance project profitability. - Invoicing & Payments: Creation of professional invoices with integrated online payment options, reducing payment cycles and improving cash flow. - Proposals: Development of compelling proposals using customizable templates, facilitating client approvals and project initiation. - Communication: Integrated chat features that centralize project discussions, task comments, and team communications, ensuring clarity and collaboration. - Receipts & Expenses: Automated receipt recognition and categorization, synchronized with accounting tools for accurate expense tracking. - Storage: Unlimited storage capacity, allowing secure attachment and management of files within projects and communications. Primary Value and Solutions Provided: Bullet addresses the common challenges faced by small businesses, such as managing multiple tools, ensuring financial compliance, and maintaining efficient operations. By offering an integrated platform, Bullet simplifies financial management, reduces administrative burdens, and enhances operational efficiency. This consolidation not only saves time and resources but also provides real-time insights into business performance, enabling informed decision-making and fostering business growth. Additionally, Bullet's user-friendly interface and automation features minimize errors and ensure compliance with tax regulations, offering peace of mind to business owners.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Bullet?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Bullet?

- **Seller:** [Gleman Software Development Ltd](https://www.g2.com/sellers/gleman-software-development-ltd)
- **Year Founded:** 2010
- **HQ Location:** Dublin, IE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7c989905d089cced40a69f6fec3dfc4d855bfe1ae2f3715ff4a4dd88a2c785d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbullet-hq%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["Simple Invoicing, VAT and Payroll Returns Made Easy for Irish Businesses"](https://www.g2.com/survey_responses/bullet-review-13003110)**

**Rating:** 5.0/5.0 stars

_— Mariana Y._

[Read full review](https://www.g2.com/survey_responses/bullet-review-13003110)

**["Track projects updates using Bullet"](https://www.g2.com/survey_responses/bullet-review-8610499)**

**Rating:** 4.0/5.0 stars

_— Subramanian C._

[Read full review](https://www.g2.com/survey_responses/bullet-review-8610499)

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

Butterscotch has many features to help streamline your small business! You can create and save reusable templates of your contracts, set up online payment options, and send them to your clients in minutes. Butterscotch automated email reminders help you help clients complete your important documents. Document signers can conveniently view, sign, and complete contracts from their mobile device or computer. Audit logs track all user activity. Butterscotch's premium plans allow you to collaborate with coworkers.

#### Who Is the Company Behind Butterscotch?

- **Seller:** [Confection Labs](https://www.g2.com/sellers/confection-labs)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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Similar Categories

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

- [Quote-to-Cash](/categories/quote-to-cash)
- [Visual Configuration](/categories/visual-configuration)

[Browse Proposal Themes](/categories/proposal/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated December 20, 2024

**Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting).

To qualify for inclusion in the Proposal category, a product must:

- Provide a repository of documents and templates which can be used to quickly generate proposals
- Integrate with solutions like CRM and CPQ to pull product and customer data
- Offer functionality to quickly and efficiently create and send proposals
- Allow edits and feedback during the proposal process, and track changes made
- Include analytics to evaluate the efficiency of the proposal process

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