# Best Proposal Software - Page 20

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 346

### 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
- 22,800+ Authentic Reviews
- 346+ 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=284&focus%5B%5D=21326&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=6327&focus%5B%5D=19019)

Highlighted products: PandaDoc, GetAccept, Oracle CPQ, Responsive, formerly RFPIO, 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=oracle-cpq&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

**Sponsored**

### PandaDoc

PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process.

[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=2026-08-25T21%3A39%3A08Z&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=4036&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%3Flink%3Dblog-cta%26offset%3D150%26page%3D20&secure%5Btoken%5D=cc38638f50e8aa65ecffb831e5fe5426fbe7b612be96ca6084225ff48ad80f26&secure%5Burl%5D=https%3A%2F%2Fwww.pandadoc.com%2Flp%2Fproposal-software-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dreview_sites%26utm_campaign%3Dg2-clicks-proposal&secure%5Burl_type%5D=custom_url)

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

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

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

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

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

#### Who Is the Company Behind Proposem?

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

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

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

#### Who Is the Company Behind Propovo?

- **Seller:** [Xirosys](https://www.g2.com/sellers/xirosys)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe4b4ab406e1fee6a7efb1a905dcde2e5de56593624cbc03569d46f6f9661bb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxirosys%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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

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

#### Who Is the Company Behind Proppy?

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

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

Win the Job Before You Start

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

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

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

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

#### Who Is the Company Behind PropsalCraft?

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

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

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

#### Who Is the Company Behind ProQuote?

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

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

#### Who Is the Company Behind Provelo?

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

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

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

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

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

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

#### Who Is the Company Behind pxmo?

- **Seller:** [Jaden Social](https://www.g2.com/sellers/jaden-social)
- **Year Founded:** 2012
- **HQ Location:** Milsons Point, AU
- **Twitter:** @JadenDigital  
48,198 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64a0a3ef90fa9f9d1201848dda0fd5822a6629d166cfd23e77c2abb17af12ef9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjadendigital&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

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

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

#### Who Is the Company Behind QuoteCloud?

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

### [Quote Factory](https://www.g2.com/products/quote-factory/reviews)

#### Who Is the Company Behind Quote Factory?

- **Seller:** [Quote Factory](https://www.g2.com/sellers/quote-factory)
- **Year Founded:** 2020
- **HQ Location:** Overland Park, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89edfec1801d2bfb742b6971521d35214d7f5e100c72c6d9586e055f509a179d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquote-factory&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

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

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

#### Who Is the Company Behind QuoteFlare?

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

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

QuoteFlow is quote management software designed to streamline the quotation process for trade professionals. The platform enables the creation of professional quotes directly from mobile devices, eliminating reliance on office-based tools. QuoteFlow features a structured line-item editor that minimizes data entry errors during quote creation. The software automatically generates branded PDF quotes that include business details, ensuring a polished presentation. Quotes can be sent to clients via a link, allowing them to review and approve with an e-signature. This approach removes the need for printing or installing additional applications. The mobile-first solution addresses common challenges such as data entry mistakes, formatting inconsistencies, and approval delays in traditional quoting methods.

#### Who Is the Company Behind QuoteFlow?

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

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

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

#### Who Is the Company Behind QuoteOnSite?

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

- [‹ Prev ‹ Prev](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=19&t=1320328940#product-list)
- [1](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&t=1320328940#product-list)
- [2](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=2&t=1320328940#product-list)
- …
- [16](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=16&t=1320328940#product-list)
- [17](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=17&t=1320328940#product-list)
- [18](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=18&t=1320328940#product-list)
- [19](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=19&t=1320328940#product-list)
- 20
- [21](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=21&t=1320328940#product-list)
- [22](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=22&t=1320328940#product-list)
- [23](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=23&t=1320328940#product-list)
- [24](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=24&t=1320328940#product-list)
- [Next › Next ›](/categories/proposal?et_blog%253Ft=1320328940&order=g2_score&page=21&t=1320328940#product-list)

Spotlight Categories

[Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms)

[Social Media Listening Tools](https://www.g2.com/categories/social-media-listening-tools)

[Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas)

[Mobile Device Management (MDM) Software](https://www.g2.com/categories/mobile-device-management-mdm)

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

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