# Best Proposal Software - Page 14 ## 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** ### Anchor Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. [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=2026-08-01T06%3A36%3A24Z&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=164780&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%26page%3D14&secure%5Btoken%5D=bf2310f108dcffed83041b90c1f5648c327c1e20348bbb721c54a79e07117a35&secure%5Burl%5D=https%3A%2F%2Fwww.sayanchor.com%2Flp%2Fget-started-for-free%3Futm_medium%3Dcpc%26utm_channel%3Dpaid_media%26utm_source%3Dg2%26utm_campaign%3D986543217-g2_cpc_ads&secure%5Burl_type%5D=custom_url) ### [Clientsby](https://www.g2.com/products/clientsby/reviews) Clientsby is a modern tool that helps sales professionals to create web-based Interactive proposals and Quotes to win more deals. With a focus on Analytics, Clientsby provides session recording & replay for your documents. Know when and what your prospects have already seen and take the next step at the best moment to close the deal. #### Who Is the Company Behind Clientsby? - **Seller:** [Clientsby](https://www.g2.com/sellers/clientsby) - **Year Founded:** 2023 - **Twitter:** @clientsby 13 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6818ac8b6abaa92ad6167aba8686368c4c5780fdda8826fc561d3d444a23816e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientsby%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [CloseFast](https://www.g2.com/products/closefast/reviews) CloseFast (closefa.st) is an AI client-finder for marketing agencies. Enter a niche and a location, and it finds local businesses, audits each one's real marketing gaps — tracking pixels, live ad activity, reviews, social presence — and writes a personalized pitch that maps those gaps to the services your agency actually sells. Other tools stop at a list of names. CloseFast tells you why to contact someone and what to say: "they're running Meta ads with no pixel installed" is a pitch, not a lead. Flat pricing from €49/month. No per-seat fees, no expiring credits. #### Who Is the Company Behind CloseFast? - **Seller:** [CloseFast](https://www.g2.com/sellers/closefast) - **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® ### [Coposal](https://www.g2.com/products/coposal/reviews) The age of creating inconvenient proposals with office documents has ended. With Coposal you can create your proposal in minutes, allow the client to choose from freely selectable options and negotiate further details directly online through the Coposal webinterface. With Teamwork in mind you can assign proposals to the employee in charge and make notes on the clients special needs. Coposal helps you to sped up the entire process of a classic proposal procedure. #### Who Is the Company Behind Coposal? - **Seller:** [OnDemand](https://www.g2.com/sellers/ondemand-f8b1106e-bf1a-4f5c-88fa-90e88bce3696) - **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® ### [Deal Summaries](https://www.g2.com/products/deal-summaries/reviews) Sybill's Deal Summaries is an AI-powered solution designed to automate and enhance CRM data management for sales teams. By analyzing all calls and emails associated with a deal, it ensures that CRM systems are updated in real-time with comprehensive and accurate information. This automation allows sales professionals to focus more on selling and less on manual data entry, leading to improved efficiency and more precise forecasting. #### Who Is the Company Behind Deal Summaries? - **Seller:** [Sybill](https://www.g2.com/sellers/sybill) - **Year Founded:** 2021 - **HQ Location:** Mountain View, US - **Twitter:** @sybill\_ai 81 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cbd262988f0a57ab827afabc3c263e8030ca1b68e7e4a998e511c3ca2d5842e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsybill%2F&secure%5Burl_type%5D=linkedin_company_website) 54 employees on LinkedIn® ### [DemoSquare](https://www.g2.com/products/demosquare/reviews) DemoSquare is an AI-powered SaaS platform designed to assist public-affairs professionals in monitoring, analyzing, and predicting legislative developments. By aggregating data from multiple sources, including parliamentary records, federal courts, and media outlets, DemoSquare enables users to stay ahead of regulatory changes and make informed decisions swiftly. #### Who Is the Company Behind DemoSquare? - **Seller:** [DemoSquare](https://www.g2.com/sellers/demosquare) - **Year Founded:** 2023 - **HQ Location:** Lausanne, CH - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c50017b6702226fe8561f31347808c735fa8134f322ac50b1a26a32c5c700933&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdemosquare%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® ### [DigiQuoto](https://www.g2.com/products/digiquoto/reviews) Craft beautiful sales proposals that stand apart #### Who Is the Company Behind DigiQuoto? - **Seller:** [DigiQuoto](https://www.g2.com/sellers/digiquoto) - **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® ### [Document Analyzer](https://www.g2.com/products/document-analyzer/reviews) Atebion's Document Analyzer accurately and quickly parses legal type documents (e.g. RFPs) #### Who Is the Company Behind Document Analyzer? - **Seller:** [Atebion](https://www.g2.com/sellers/atebion) - **Year Founded:** 2010 - **HQ Location:** Tampa, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dad47e7680a31cb5789100d39c62eebb4a9399c606396ec2a33c5b51bbd6635f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatebion-llc&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [DraftSpark.ai](https://www.g2.com/products/draftspark-ai/reviews) DraftSpark.ai is RFP Response automation software that expands your team's bid bandwidth so you can create smart, strategic RFP responses in less time. DraftSpark uses state-of-the-art NLP technologies to help you find your prior proposal content fast and accurately, easily understand key requirements of incoming RFPs, and simplifies management of your content database by eliminating manual tasks. #### Who Is the Company Behind DraftSpark.ai? - **Seller:** [DraftSpark](https://www.g2.com/sellers/draftspark) - **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® ### [Dytto](https://www.g2.com/products/dytto/reviews) Freelancers and service businesses should focus on landing customers and doing they are being paid for. We are here to simplify the deal process and enable people to focus on their work. #### Who Is the Company Behind Dytto? - **Seller:** [Hakan Aktas](https://www.g2.com/sellers/hakan-aktas) - **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=f15c6a2a8cbfb0d5751fe39660612a58e9747cdb3a483e114df21fcaf7849be0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdytto-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [EASA Software](https://www.g2.com/products/easa-software/reviews) EASA is the only low-code application development platform that enables organizations to automate, simplify and manage critical business processes which depend on spreadsheets or other modeling tools. **Average Rating:** 4.0/5.0 **Total Reviews:** 2 #### How Do G2 Users Rate EASA Software? - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) #### Who Is the Company Behind EASA Software? - **Seller:** [EASA](https://www.g2.com/sellers/easa) - **Year Founded:** 2006 - **HQ Location:** Tampa, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=661b4543444caca1828aa2347d0248f67f05ce93717c6a569ecdb2c97b513605&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feasa%3Ftrk%3Dtop_nav_home&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of EASA Software? **["Great software"](https://www.g2.com/survey_responses/easa-software-review-4189087)** **Rating:** 4.0/5.0 stars _— Verified User in Pharmaceuticals_ [Read full review](https://www.g2.com/survey_responses/easa-software-review-4189087) **["The only low-code app development platform for handling critical business operations is EASA."](https://www.g2.com/survey_responses/easa-software-review-10230488)** **Rating:** 4.0/5.0 stars _— Nadeem A._ [Read full review](https://www.g2.com/survey_responses/easa-software-review-10230488) #### What Are G2 Users Discussing About EASA Software? - [What is EASA Software used for?](https://www.g2.com/discussions/easa-software-what-is-easa-software-used-for) - [What is EASA Software used for?](https://www.g2.com/discussions/what-is-easa-software-used-for) ### [Electronic-Tendering Engine](https://www.g2.com/products/electronic-tendering-engine/reviews) ElectronicTender has developed the world's most advanced high-security e-tendering/ e-procurement software product called Electronic-Tendering Engine - Advanced (ETE-Advanced Plus). #### Who Is the Company Behind Electronic-Tendering Engine? - **Seller:** [Electronictender](https://www.g2.com/sellers/electronictender) - **HQ Location:** Gurgaon, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac96b7576e20770c46c13691f890566599cb22839c1919b3f0c0a0073a71d9ce&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felectronictender&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® ### [eSource Wizard](https://www.g2.com/products/esource-wizard/reviews) Our award-winnng tendering software streamlines and automates your existing tendering processes, improving efficiencies and saving your procurement team alot of time. From issuing and reviewing RFxs to managing ongoing contracts, eSource Wizard makes it almost effortless. #### Who Is the Company Behind eSource Wizard? - **Seller:** [triSaaS](https://www.g2.com/sellers/trisaas) - **Year Founded:** 2018 - **HQ Location:** Edinburgh, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=88e126ed5faa1e9c46fc672bac4d43de56d289689dc1278b716c3c5cc6ee161f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrisaas&secure%5Burl_type%5D=linkedin_company_website) 53 employees on LinkedIn® ### [EVOLVE](https://www.g2.com/products/evolve-by-illumine-i-evolve/reviews) EVOLVE by Illumine-i is a wizard-driven software platform engineered to streamline and accelerate the creation of Electric Vehicle Charging Station (EVCS) proposals. Designed to be accessible for users without an engineering background, the software allows businesses to generate professional, client-ready proposals complete with site analysis, compliance checks, and precise cost estimation in under 15 minutes. Its automated technical toolkit effortlessly produces Single Line Diagrams (SLDs), detailed Bills of Materials (BOM), and smart load balancing features that size panels and balance phases without relying on traditional spreadsheets. Additionally, the platform integrates `evolveAI` to evaluate equipment sets for proper rating fitment, effectively cutting down on manual errors, minimizing rework, and helping companies scale smarter in the EV infrastructure market. #### Who Is the Company Behind EVOLVE? - **Seller:** [orb3labs](https://www.g2.com/sellers/orb3labs) - **Year Founded:** 2024 - **HQ Location:** Cedar Park, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2692492145b80da89a28c19e92fd1d78385cc69598d9c66d17ae54bb8bc86cfd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forb3labs%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Extraflow](https://www.g2.com/products/extraflow/reviews) Extraflow is a quoting and proposal software solution designed to streamline and simplify the process of creating estimates, quotes, and proposals for businesses, particularly those in contracting and service-based industries. This tool integrates directly with Pipedrive, making it a natural extension of the sales process for users familiar with customer relationship management (CRM) platforms. Extraflow enables businesses to save time and improve the accuracy and presentation of their proposals, all while keeping everything within one seamless workflow. Extraflow caters to professionals in HVAC, plumbing, electrical work, IT service providers, and more. The software is particularly valuable for teams looking to speed up the quoting process while maintaining flexibility and a high level of customization. By offering features like reusable templates, automatic calculations, and the ability to provide clients with multiple pricing options, Extraflow enhances productivity and helps businesses present their services in a polished and professional manner. Key Features of Extraflow: Pipedrive Integration: Extraflow works directly within Pipedrive’s interface, allowing users to manage quotes and proposals without leaving the CRM. This makes it easier to track customer interactions and streamline the sales process. Customizable Templates: Users can create and reuse templates tailored to specific industries and services. These templates can be modified to include estimation blocks for materials, labor, and other cost components, ensuring accuracy and consistency in every quote. Multiple Pricing Options: Extraflow allows businesses to present clients with various pricing options for their services or products, providing flexibility that can help close deals. Automated Calculations: The software automatically handles calculations for taxes, discounts, and other variables, minimizing the risk of errors and ensuring that quotes are accurate and up to date. Project Showcase: Users can include photos and descriptions of previous projects in their proposals, giving clients a clear idea of the quality and scope of the work offered. Use Cases for Extraflow: Contractors: HVAC, plumbing, and electrical contractors can quickly create accurate and professional-looking quotes for new installations, repairs, or ongoing service contracts. IT Service Providers: Extraflow is ideal for IT service companies offering solutions like network setup, software deployment, or managed services. They can create detailed quotes covering service tiers, hardware, and software components, providing their clients with a complete breakdown. Service-Based Businesses: Professionals offering any type of service, from landscaping to interior design, can benefit from Extraflow’s ability to create flexible proposals with multiple service options for clients to choose from. Benefits of Using Extraflow: Time Efficiency: Extraflow reduces the amount of time required to create, customize, and send proposals, allowing users to focus on other parts of their business. Consistency: With templates and automated calculations, businesses can ensure that their quotes are consistently accurate and professional. Improved Client Experience: Offering clients multiple pricing options and detailed project information helps them make informed decisions, improving the overall client experience. Extraflow is a comprehensive quoting and proposal software solution that enables businesses to streamline their sales processes, deliver accurate and professional proposals, and ultimately close more deals with less effort. #### Who Is the Company Behind Extraflow? - **Seller:** [Extraflow](https://www.g2.com/sellers/extraflow) - **Year Founded:** 2024 - **HQ Location:** Singapore, SG - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d73e9aa9fe4d4d1f0cf9109a70137d548c49c5d28978429e8366a8234f589e12&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fextraflow-io&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [Fiory.ai](https://www.g2.com/products/fiory-ai/reviews) Fiory.ai is an all-in-one SaaS platform built specifically for wedding florists, offering proposal building, e-signatures, client portals, AI-powered flower tools, and a florist website builder. #### Who Is the Company Behind Fiory.ai? - **Seller:** [Wpro](https://www.g2.com/sellers/wpro) - **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=eda5075653f1fd3c78f665353f0e0ab7bc5904b3e7418a4e18bb1c93b917505c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwpro-ai-event-florist-software%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/proposal?link=blog-cta&order=g2_score&page=13#product-list) - [1](/categories/proposal?link=blog-cta&order=g2_score#product-list) - [2](/categories/proposal?link=blog-cta&order=g2_score&page=2#product-list) - … - [10](/categories/proposal?link=blog-cta&order=g2_score&page=10#product-list) - [11](/categories/proposal?link=blog-cta&order=g2_score&page=11#product-list) - [12](/categories/proposal?link=blog-cta&order=g2_score&page=12#product-list) - [13](/categories/proposal?link=blog-cta&order=g2_score&page=13#product-list) - 14 - [15](/categories/proposal?link=blog-cta&order=g2_score&page=15#product-list) - [16](/categories/proposal?link=blog-cta&order=g2_score&page=16#product-list) - [17](/categories/proposal?link=blog-cta&order=g2_score&page=17#product-list) - [18](/categories/proposal?link=blog-cta&order=g2_score&page=18#product-list) - [19](/categories/proposal?link=blog-cta&order=g2_score&page=19#product-list) - [20](/categories/proposal?link=blog-cta&order=g2_score&page=20#product-list) - [Next ›Next ›](/categories/proposal?link=blog-cta&order=g2_score&page=15#product-list) Spotlight Categories [Employer of Record (EOR) Software](https://www.g2.com/categories/employer-of-record-eor) [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) [E-commerce Fraud Protection Software](https://www.g2.com/categories/e-commerce-fraud-protection) [Relational Databases](https://www.g2.com/categories/relational-databases) [Security Compliance Software](https://www.g2.com/categories/security-compliance) Similar Categories - [CPQ](/categories/cpq) - [Pricing](/categories/pricing) - [Quote-to-Cash](/categories/quote-to-cash) - [Visual Configuration](/categories/visual-configuration) [Browse Proposal Themes](/categories/proposal/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated December 20, 2024 **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process Show More * * * ## 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.