Best Proposal Software - Page 12

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 295

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
  • 295+ 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

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)

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Sycamore

Sycamore is a cloud-based school management software (SIS and LMS platform) that helps K–12 schools manage student data, classroom learning, communication, and financial operations in one centralized system. It is designed for administrators, teachers, parents, and students who need a reliable platform to handle academic and operational workflows efficiently. Sycamore integrates core student information management with tools that support daily classroom activities and administrative processes. Schools use it to track attendance, grades, schedules, and behavior records, while also managing communication between teachers and families. The system provides secure, role-based access for all users, ensuring data accuracy and accountability across every department. Key features and capabilities include: •  Comprehensive student information system (SIS) for attendance, grading, scheduling, and transcripts •  Learning management tools for lesson planning, assignments, and classroom communication •  Parent and student portals for transparency and engagement •  Reporting and analytics dashboards for data-driven decision-making •  Cloud hosting with secure access from any device A key component of the platform is Sycamore Payments, a built-in payment solution that allows schools to collect tuition, fees, and donations directly within the system. By integrating financial transactions with student records, Sycamore Payments helps schools reduce manual data entry, improve accuracy, and offer flexible payment options to families. Sycamore Payments offers: •  Support for credit cards, ACH, and recurring payments •  Real-time tracking and reconciliation of transactions •  Simplified billing and reporting for administrators •  A unified experience that connects financial and academic data Sycamore serves K–12 private, charter, and faith-based schools looking for a complete digital solution to manage their operations. It provides an all-in-one system that improves communication, reduces administrative workload, and keeps schools organized throughout the academic year. For schools exploring migration, the platform offers a clear transition process at https://sycamoreleaf.com/switch-now/

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RFP Manager Software

TAS has extensive responsibility experience in analyzing business requirements, developing the RFP specifications and requirements, setting tasks and duties for the project team, reviewing and scoring vendor proposals, working as a member of the contract negotiation team and assuring vendor compliance with contracts.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate RFP Manager Software?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 5.0/10 (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 RFP Manager Software?

Who Uses This Product?

  • Company Size: 50% Small

What Are Recent G2 Reviews of RFP Manager Software?

What Are G2 Users Discussing About RFP Manager Software?

Routzy

Routzy is an acclaimed iPad CRM app that squeezes the functionality of several specialized business programs into one centralized, do-it-all sales center. This mobile, agile app helps you turn leads into customers on the go. Make your sales in the field with nothing more than your iPad! From forms to sales calls and from quotes to routing, Routzy does it all.

Average Rating: 3.5/5.0

Total Reviews: 1

How Do G2 Users Rate Routzy?

  • Ease of Use: 8.3/10 (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 Routzy?

Who Uses This Product?

  • Company Size: 100% Small

What Are G2 Users Discussing About Routzy?

Salesbuildr

Salesbuildr is a web based quoting tool and self service storefront that deeply integrates with Autotask PSA and a large selection of European distributors. It enables your team to create great looking quotes in minutes, while automating large parts of daily workflows.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Salesbuildr?

  • 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: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind Salesbuildr?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Salesbuildr?

SalesDoc Architect

SalesDoc Architect (SDA) is software that is tightly integrated with MS Office and allows users to quickly configure price complex solutions and easily produce professional proposals, SOWs, RFP responses and other client-facing documents. Automated Solution Configuration Using rules and workflows, SDA automates complex solution configuration of equipment and services based on each customer’s unique requirements. • Auto-configure products and services based on user inputs • Override and adjust auto-calculated product and service quantities, and add “write-in” items • Break out optional-purchase items • Calculate pricing on configured items using a variety of approaches Workflow that Optimizes Profitability SDA utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration and also “calculate” content for output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions. Automated Document Generation SDA builds and generates various outputs based on the configured solution. Proposal, statement of work, RFP responses and other document content is auto-generated based on the configured equipment and services part numbers. Also, customer answers to qualification and discovery questions, user inputs and workflow rules can drive document content to include in output documents such as: • Discovery memos that confirm customer requirements • Executive summaries that address how the proposed solution addresses the customer’s needs • Proposals that win more deals • Statements of Work that clearly set customer expectations • Implementation documents that define exactly what the implementation team needs to deliver Content Management and Automation Document content is stored and managed in the SDA Library Manager. Products and services are managed in SDA’s Part Master and can be associated with document content so that the content is auto-included in proposals, statements of work and other outputs. Management and Reporting with SDA Dashboard Our browser-based SDA Dashboard provides file management and sales and management all from one view. The Dashboard shows the quoted activities within the sales pipeline – and at what stages – and provides the launching point for creating and updating quotes. The Dashboard houses all your reporting needs, allowing you to: filter quote and opportunity data, forecast sales, export data to Excel for reporting, and create customized views of quote and opportunity data. Mobile and Offline Access SDA is comprised of both desktop and cloud components. The desktop components include Microsoft Excel and Word. We’ve architected SDA so that many tasks can be accomplished offline, including quote creation, product/service configuration and document generation. Once a user is back online with the internet, quote and output files are automatically pushed to central locations – including Microsoft SharePoint, network drives or cloud drives – and quote/opportunity data is pushed to the cloud-based SDA Dashboard. Mobile devices such as smartphones and tablets can be used to access and use the SDA Dashboard, or to manage quote files and document outputs in SharePoint. Integrated with Familiar Tools SDA integrates with Microsoft SharePoint, DocuSign, and Salesforce. We also can integrate with manufacturer and distributor tools for importing pricing and configurations, CRMs, back office solutions utilizing export functionality and custom direct integrations. Updateable and Customizable SDA’s modularity makes it easy to update and refine. Each SDA component can be updated independently of the other, allowing subject-matter experts to make changes to appropriate content modules. These can then be assembled together just before a combined update is distributed to users.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate SalesDoc Architect?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind SalesDoc Architect?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About SalesDoc Architect?

AI-generated summary from verified user reviews

Pros
  • Users find SalesDoc Architect to be user-friendly and well-structured, enhancing their overall experience and productivity.
  • Users value the efficiency of SalesDoc Architect, praising its organized and structured design.
  • Users appreciate the organized and structured design of SalesDoc Architect, enhancing their overall experience and productivity.
Cons
  • Users find it difficult to learn SalesDoc Architect initially, which can hinder their early experience with the tool.
  • Users find the initial usage difficulty of SalesDoc Architect can be a barrier to getting started effectively.
  • Users find the learning curve for SalesDoc Architect challenging during the initial days of use.

What Are Recent G2 Reviews of SalesDoc Architect?

Salesproposals.com

This solution is ideal for sales professionals that want to spend more time selling and closing deals and less time authoring documents. If you are tired of searching through old documents for the best content, tired of cutting and pasting, and tired of struggling with formatting problems, then our Internet-based system, Sales Document Builder, is the perfect solution for you.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Salesproposals.com?

  • 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 Salesproposals.com?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Salesproposals.com?

What Are G2 Users Discussing About Salesproposals.com?

Shred.ai

Shred.ai is a proposal management tool that helps AEC firms work with RFPs more efficiently. It allows teams to upload past proposals into a searchable library, use AI to extract requirements from new RFPs, and connect relevant project data, resumes, and assets from OpenAsset.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Shred.ai?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Shred.ai?

  • Seller: OpenAsset
  • Year Founded: 2002
  • HQ Location: New York, NY
  • Twitter: @OpenAsset
    1,153 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    124 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Shred.ai?

WBudget

WBudget is an advanced, cloud-based sales proposal and quoting platform designed to centralize, automate, and optimize the entire commercial lifecycle for businesses seeking efficiency and standardization. Positioned at the intersection of Proposal Management and CRM software, the solution is ideal for sales teams, service providers, and organizations managing complex commercial workflows. The system allows companies to transcend traditional, static document models by offering a unified environment where the creation, delivery, and negotiation of proposals occur in an integrated manner, monitored in real-time to ensure no opportunity is lost. The core strength of WBudget lies in its unique blend of flexibility and data processing power. Unlike simple document generators, the platform enables the configuration of structured data fields and the application of mathematical expressions for pricing, eliminating manual errors and ensuring precision in quotes that require dynamic variables. Furthermore, WBudget incorporates robust CRM intelligence, allowing managers to track the status of every negotiation, organize client interaction history, and maintain visual and strategic consistency across the entire sales operation. As a modern SaaS solution, WBudget fosters seamless team collaboration while significantly enhancing the end-customer experience. Proposals can be shared via trackable web links or exported as professional PDFs, allowing clients to view and approve documents digitally, which drastically accelerates the time-to-close. Through workflow automation features and integrations via API or webhooks, the system removes repetitive tasks and centralizes version management. Ultimately, WBudget serves as a strategic tool for organizations looking to scale their sales operations, reducing manual effort while increasing the predictability and conversion rates of their commercial funnel.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate WBudget?

  • Ease of Use: 6.7/10 (Category avg: 8.9/10)

Who Is the Company Behind WBudget?

  • Seller: WLabs
  • Year Founded: 2020
  • HQ Location: Brasil, BR
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of WBudget?

XfilesPro

Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com

Average Rating: 4.8/5.0

Total Reviews: 72

How Do G2 Users Rate XfilesPro?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 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 XfilesPro?

  • Seller: XfilesPro Labs
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Bangalore, IN
  • Twitter: @xfiles_pro
    709 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 31% Small, 21% Medium

What Do G2 Reviewers Say About XfilesPro?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the excellent customer support of XfilesPro, resolving issues quickly and efficiently, often the same day.
  • Users love the ease of use of XfilesPro, appreciating the quick access and user-friendly design.
  • New users find XfilesPro's easy setup impressive, making integration with Sharepoint a seamless experience.
  • Users enjoy the easy integration of XfilesPro with Salesforce and SharePoint, enhancing their document management experience.
  • Users highlight the reliability of XfilesPro, ensuring consistent performance and excellent support that exceeds expectations.
Cons
  • Users experience access limitations due to outdated Salesforce storage, complicating workflows despite reliable support from XfilesPro.
  • Users face difficult editing due to access limitations, needing to switch to SharePoint for file modifications.
  • Users find the difficult setup of XfilesPro challenging, often requiring assistance despite helpful support from the team.
  • Users find the documentation hard to navigate, preferring more accessible online resources for better usability.
  • Users find the lack of guidance challenging, particularly with setup and navigating documentation effectively.

What Are Recent G2 Reviews of XfilesPro?

What Are G2 Users Discussing About XfilesPro?

123PAS

123Proposal Automation Software, Inc. (123PAS.com) specializes in Proposal Automation. 123Proposal has designed tools that work with the Microsoft® Office Suite, specifically, Word and Excel, to Automate Critical Parts of the Proposal Process.

Who Is the Company Behind 123PAS?

1ClickBusiness

1ClickBusiness is an online business proposal and invoicing software.

Who Is the Company Behind 1ClickBusiness?

  • Seller: 1ClickBusiness
  • Year Founded: 2010
  • HQ Location: N/A
  • Twitter: @1ClickBusiness1
    170 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Acquirell

Acquirell is a procurement technology suite solution tailored to Small and Mid-Market businesses that allows increasing the real value through the procurement process automation within one system. The product solves the following problems that SMB faces in terms of procurement: *Inability to manage the procurement process with traditional tools like Excel and paper sheets. *Inability to manage company’s purchasing requirements due to complexed approval processes. *Significant time waste due to manual execution of all procurement processes including sourcing events. *Miscommunication within a company and with the suppliers due to inconvenient use of various communication channels. Acquirell possesses the following modules that allow to solve problems mentioned above: REQUIREMENTS PLANNING Collect and manage purchase requisitions from all departments and employees in order to get rid of complicated need approval algorithms and purchasing of superfluous items. E-PURCHASING Automate PO creation and approval by the controllers with a fully integrated procurement system to reduce rework and errors. CONTRACT LIFECYCLE MANAGEMENT Ensure compliance through automating all stages of working with contracts to reduce time consumption and minimize errors by virtue of the manual workflow elimination. E-SOURCING Source the strategic key items at the best offering through conducting instant e-sorcing events: forward auctions, reverse auctions, Dutch auctions, and RFx events. SUPPLIER BASE MANAGEMENT Document all supplier communications and relationships within one database and develop real strategic relations with the qualified suppliers. SPEND ANALYTICS Automate data collection to calculate procurement expenses. Track and control the expenses in order to adjust the procurement strategy.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Acquirell?

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

Who Is the Company Behind Acquirell?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Acquirell?

Advisr

Advisr helps sales organizations become more efficient and effective in their sales engagements. In just minutes or less, the technology recommends the right data-driven product mix for every campaign, enabling sales teams to capture more revenue and increase share of wallet. Our platform also automates pre-sale workflows, freeing up sales teams to work faster and pitch more business, while giving managers visibility into every sale.

Who Is the Company Behind Advisr?

  • Seller: Advisr
  • Year Founded: 2017
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

AI-powered end-to-end proposal software

LotusPetal AI is the end-to-end RFP platform built for small and mid-sized businesses that want to win more deals without burning weeks on every proposal. Powered by our Containerized Proposal Intelligence Core, LotusPetal AI automates the entire RFP lifecycle. From surfacing the right opportunities to drafting tailored responses, checking for compliance, and refining every section with conversational prompts. With built-in machine learning, interactive guidance, and domain-specific intelligence, we help lean teams go from "Where do we start?" to "We're submitting the proposal" in a fraction of the time. Key capabilities: ✅ AI-powered opportunity discovery ✅ Smart opportunity scoring and prioritization ✅ Long-form proposal generation ✅ Compliance checks ✅ Real-time proposal editing with conversational AI prompts

Who Is the Company Behind AI-powered end-to-end proposal software?

Ansarada Procure

Ansarada Procure is a specialized software platform designed to streamline and secure the procurement processes of large, complex infrastructure projects. It offers a comprehensive suite of tools that enhance efficiency, compliance, and collaboration throughout the procurement lifecycle.

Average Rating: 4.9/5.0

Total Reviews: 6

How Do G2 Users Rate Ansarada Procure?

  • Ease of Use: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Ansarada Procure?

  • Seller: ansarada
  • Year Founded: 2005
  • HQ Location: The Rocks, Sydney, NSW
  • Twitter: @ansarada
    1,532 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    170 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Do G2 Reviewers Say About Ansarada Procure?

AI-generated summary from verified user reviews

Pros
  • Users find Ansarada Procure to be easy to implement, facilitating a smooth training experience for their teams.
  • Users commend the ease of use of Ansarada Procure, making implementation and team training a breeze.
  • Users find easy implementation of Ansarada Procure beneficial for quickly training their teams and enhancing productivity.
  • Users praise the implementation ease of Ansarada Procure, making it simple to train their teams effectively.
  • Users find the onboarding process easy and appreciate its effectiveness in training their teams smoothly.

What Are Recent G2 Reviews of Ansarada Procure?

ApModulus

Generate and send your quotes in no time with your product catalog available anytime and anywhere you go.

Who Is the Company Behind ApModulus?

Julie Jung
JJ
Researched and written by Julie Jung
Updated December 20, 2024