# Best Proposal Software - Page 15 ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 292 ### Category Stats (Jul 2026) - **Average Rating:** 4.5/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Kaseya Quote Manager (+4.01%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month _Last updated: July 26, 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 - 292+ 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** ### SAP Ariba SAP Ariba automates management of the purchasing lifecycle for indirect goods and services, to streamline workflows, expedite approvals, and eradicate errors and exceptions. By increasing procurement efficiency, it helps users to manage more spend with less effort, and meet demands with agility and speed. For smaller companies relying on manual methods and simple automation, or a large global enterprises using multiple applications and ERP systems, SAP Ariba solutions deliver end-to-end spend visibility, control, and compliance, to help organizations become more flexible, responsive, and fiscally effective. [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=2026-07-31T20%3A49%3A28Z&secure%5Bdisplayable_resource_id%5D=4&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=4&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=510&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%3D15&secure%5Btoken%5D=453bef9aa921bdd9bb4446fda0318a7d631f65434a7521b1caddb15f2e0d1e97&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fcmp%2Fdg%2Fgartner-magic-quadrant-for-source-to-pay%2Findex.html%3Fcampaigncode%3DCRM-YD25-ISM-408603%26source%3DARIBA-click-campaign-G2&secure%5Burl_type%5D=custom_url) ### [FlowQuota](https://www.g2.com/products/flowquota/reviews) FlowQuota is a sales execution system designed for Enagic® distributors who sell internationally. It solves the operational complexity of quoting across currencies, generating compliant paperwork by country, and following up with prospects after sales conversations. The platform connects to distributor calendars, calculates pricing across 44 Enagic® branches worldwide, automatically generates the correct paperwork for each customer's country and payment method, drafts follow-up emails that reference the actual conversation, and provides post-call sales coaching. Founded by Aimee Q Devlin, a systems architect and Enagic® distributor with over eight years of international sales experience. Currently in private beta with Founding Operators. #### Who Is the Company Behind FlowQuota? - **Seller:** [Freedom Hackers](https://www.g2.com/sellers/freedom-hackers) - **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=ec1c156e47e8d6aeb3f07cdc208578ed1576692da914ecc7c6b72901de4f370a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowquota%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Frameboard](https://www.g2.com/products/frameboard/reviews) Most proposals are PDFs emailed into the void. You don't know if the client opened it, forwarded it, or forgot about it. Frameboard replaces that dead PDF with a live proposal on a single branded link. Paste your brief and Frameboard's AI builds a media-rich proposal from your product catalogue - case studies, pricing, KPIs, images - looking like a design team made it. No templates to wrestle with, no design skills needed. Your client opens one link. They browse the proposal, message you with questions right inside it, e-sign, and pay - all without creating an account. You see exactly when they open it, who they forward it to, and which sections they spend time on. Built for agency owners, consultants, recruiters, and B2B sellers. Free tier includes 3 proposals, no card required. Paid plans from £29/month. #### Who Is the Company Behind Frameboard? - **Seller:** [Frameboard](https://www.g2.com/sellers/frameboard) - **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® ### [InnovaRFP](https://www.g2.com/products/innovarfp/reviews) InnovaRFP Manages RFP, RFI, RFQ and other proposal responses with Microsoft SharePoint #### Who Is the Company Behind InnovaRFP? - **Seller:** [InnovaOPN](https://www.g2.com/sellers/innovaopn) - **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® ### [Koneka Document Engineering](https://www.g2.com/products/koneka-document-engineering/reviews) Koneka's Document Engineering Platform leverages workflow, business rules, rich content definition and Natural Language Processing / Machine Learning to support the assembly, modification and production of large and complex documents that draw content from a variety of sources, and require input from many contributors. #### Who Is the Company Behind Koneka Document Engineering? - **Seller:** [Koneka](https://www.g2.com/sellers/koneka) - **Year Founded:** 2008 - **HQ Location:** N/A - **Twitter:** @teamkoneka 196 Twitter followers - **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® ### [LumaQuote](https://www.g2.com/products/lumaquote/reviews) LumaQuote is lighting audit and retrofit proposal software for contractors, lighting retrofit companies, distributors, and energy teams. It helps users move from site audit to quote-ready proposal by organizing project details, areas, fixture types, LED retrofit recommendations, utility rates, controls opportunities, rebates, labor, installation costs, and branded proposal output in one workflow. #### Who Is the Company Behind LumaQuote? - **Seller:** [LumaQuote](https://www.g2.com/sellers/lumaquote) - **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® ### [Measure](https://www.g2.com/products/measure/reviews) As of February 2026, Maple Billing is now Measure. Measure connects contracts, billing, revenue recognition, and commissions in one system. When a contract changes, the invoice updates, the revenue schedule recalculates, and the commission posts. One action. Everything downstream moves with it. Most billing tools handle one piece of the revenue cycle. Measure handles all of it without the spreadsheets, the reconciliation, or the six-month implementation. CEOs and founders: Know your MRR, active customers, and revenue the moment a deal closes. No waiting for finance to reconcile three systems at month-end. The number you see is the number you can trust. Sales: Build quotes, collect signatures, and trigger invoices from one place. Tight integrations with HubSpot and Salesforce mean your CRM stays current without manual data entry. Less time on admin. More time closing. Finance and ops: Stop being the human integration layer between Stripe, QuickBooks, and a spreadsheet you didn't build. Measure automates invoicing, payment collection, revenue recognition, and commission tracking in one system. Month-end close goes from a week to a day. Product and engineering: Set up usage-based or seat-based billing in one sprint. After that, finance owns it. Your team stops getting pulled into billing tickets and gets back to building the product. **Average Rating:** 4.8/5.0 **Total Reviews:** 6 #### How Do G2 Users Rate Measure? - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) #### Who Is the Company Behind Measure? - **Seller:** [Measure](https://www.g2.com/sellers/measure-b89c8fcb-ef1c-46f0-95f6-a6b77ba93d50) - **HQ Location:** Toronto, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bbfb76bf041cdff2e4adb157ebeb08432e473fd4321bb5331809e10ac14aabba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetmeasure%2F&secure%5Burl_type%5D=linkedin_company_website) 35 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 83% Small, 17% Medium #### What Do G2 Reviewers Say About Measure? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive contract management** that seamlessly integrates pricing options into workflows and subscription processes. - Users highlight the **intuitive design** of Measure, making it easy to adapt for various pricing and workflow needs. - Users commend the **seamless invoicing integration** with contracting processes, simplifying billing across diverse pricing models. - Users value the **intuitive subscription management** of Measure, which simplifies pricing options and contract workflows effectively. - Users appreciate the **automation features** of Measure, enjoying streamlined workflows and simplified pricing integration. ##### Cons - Users find the **learning process confusing** , particularly regarding the order of operations for new client setups. - Users find the **connectivity issues** challenging, particularly when learning the setup process for new clients. - Users find it **difficult to learn** Measure, particularly with the confusing order of operations for setup. - Users find the **learning curve steep** , particularly in understanding the correct order of processes for new clients. - Users find the **learning difficulty** of Measure challenging, particularly in understanding initial setup processes for new clients. #### What Are Recent G2 Reviews of Measure? **["Very adaptable pricing models and great founding team!"](https://www.g2.com/survey_responses/measure-review-10623236)** **Rating:** 5.0/5.0 stars _— Caleb S._ [Read full review](https://www.g2.com/survey_responses/measure-review-10623236) **["Excellent Team with amazing customer service"](https://www.g2.com/survey_responses/measure-review-10411137)** **Rating:** 5.0/5.0 stars _— Jed P._ [Read full review](https://www.g2.com/survey_responses/measure-review-10411137) ### [Meilapp](https://www.g2.com/products/meilapp/reviews) Revolutionize your sales process with AI-driven automation. Streamline business proposal generation and sales workflows effortlessly using Meilapp's cutting-edge technology. Maximize efficiency, close deals faster, and unlock new growth opportunities #### Who Is the Company Behind Meilapp? - **Seller:** [Meilapp](https://www.g2.com/sellers/meilapp) - **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® ### [Meistio](https://www.g2.com/products/meistio/reviews) AI-powered quoting software for tradespeople. Create quotes via voice input in minutes. Includes price book, invoices, and payment reminders. #### Who Is the Company Behind Meistio? - **Seller:** [Meistio](https://www.g2.com/sellers/meistio) - **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® ### [Nibaal](https://www.g2.com/products/nibaal/reviews) Nibaal offers you the advantage of detailed and well-crafted proposals to win that business deal. The proposal software platform enables you to draft, manage and send business proposals, efficiently. #### Who Is the Company Behind Nibaal? - **Seller:** [nibaal](https://www.g2.com/sellers/nibaal) - **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® ### [NM Quote](https://www.g2.com/products/nm-quote/reviews) NM Quote allows you to generate estimates for complex projects – covering one-off and recurring costs, as well as maintenance agreements. Quotes are presented in an accessible format and can be speedily reviewed and accepted by clients. #### Who Is the Company Behind NM Quote? - **Seller:** [Netmaking](https://www.g2.com/sellers/netmaking) - **Year Founded:** 2000 - **HQ Location:** Oslo, NO - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6e4a120c1256e9f3c905e892c23762d6db5ebd22d6975a306cdcb646d9926bf8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnetmaking-as&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Offorte](https://www.g2.com/products/offorte/reviews) With Offorte you create and present online proposals that tell your story. Impress customers with a proposal that fits seamlessly and exceeds expectations. Experience the proposal program and win more assignments. #### Who Is the Company Behind Offorte? - **Seller:** [Offorte](https://www.g2.com/sellers/offorte) - **Year Founded:** 2010 - **HQ Location:** Breda, NL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7c606e9dd9f6b8db29a035972cbbc462d0a0e8dc20dbd0d86912fadf96317a40&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fofforte%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [ONtility](https://www.g2.com/products/ontility/reviews) ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what really counts: identifying your customers` needs, designing smart solutions, and getting new business on the books. #### Who Is the Company Behind ONtility? - **Seller:** [ONTILITY](https://www.g2.com/sellers/ontility) - **Year Founded:** 2000 - **HQ Location:** N/A - **Twitter:** @ontility 857 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8c67b75237bdff742765b5a43ac735e2a4b4653b1a0296b66a214cec4c1cb19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenergy-matters-llc&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® ### [OpenProposal](https://www.g2.com/products/openproposal/reviews) OpenProposal is an all-in-one proposal software that combines document creation, e-signatures, and Stripe payment collection. Built for freelancers, agencies, and small businesses who want to close deals faster. #### Who Is the Company Behind OpenProposal? - **Seller:** [OpenProposal](https://www.g2.com/sellers/openproposal) - **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® ### [Operwell, Inc](https://www.g2.com/products/operwell-inc/reviews) Operwell is online software to run a business 100% remotely. We are your company's infrastructure to perform all of your core business functions, such as: your team's internal messaging, collaboration, and project management; your HR and employee performance management; and, your sales and customer success. We make is easy to share information, synchronize your entire team, automate your routine tasks, and help ensure that your team is always employing the same operating tools as the world's most powerful companies. No downloads, no guess work, no paying for multiple subscriptions, simply go to Operwell.com and you're ready to run your entire business within seconds. #### Who Is the Company Behind Operwell, Inc? - **Seller:** [https://operwell.com/](https://www.g2.com/sellers/https-operwell-com) - **Year Founded:** 2017 - **HQ Location:** Boston, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b49f5f17281d172688a26db6f45df6e730358cff8144d330477da16226307242&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foperwell-inc&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [OptiOffer](https://www.g2.com/products/optioffer-optioffer/reviews) OptiOffer is Changing the Way Businesses Buy & Sell Equipment and Supplies The Supplier - Reseller Platform (SRP) that equipment sales professionals use. Known for its revolutionary price quoting system and shareable eCatalog network. It connects the suppliers' product catalog with its resellers to automate and streamline their quoting and order creation & management. Our focus is to provide a B2C experience in the B2B world to achieve connected selling and streamlined buying. No more PDF catalog or Excel price list import, copy/paste, and hundreds of emails. By connecting with your partners, you will have the latest products and data available instantly. We want to empower sales teams to confidently sell using their mobile phones in front of their customers and get deals signed and paid on the spot. #### Who Is the Company Behind OptiOffer? - **Seller:** [OptiOffer](https://www.g2.com/sellers/optioffer) - **Year Founded:** 2021 - **HQ Location:** Oradea, RO - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1dada2ff8a4f5fd4cf9bddeaf54a4d85b40fc8920f2ac0dafc6025b50dac5286&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35631207&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/proposal?from=HN&order=g2_score&page=14#product-list) - [1](/categories/proposal?from=HN&order=g2_score#product-list) - [2](/categories/proposal?from=HN&order=g2_score&page=2#product-list) - … - [11](/categories/proposal?from=HN&order=g2_score&page=11#product-list) - [12](/categories/proposal?from=HN&order=g2_score&page=12#product-list) - [13](/categories/proposal?from=HN&order=g2_score&page=13#product-list) - [14](/categories/proposal?from=HN&order=g2_score&page=14#product-list) - 15 - [16](/categories/proposal?from=HN&order=g2_score&page=16#product-list) - [17](/categories/proposal?from=HN&order=g2_score&page=17#product-list) - [18](/categories/proposal?from=HN&order=g2_score&page=18#product-list) - [19](/categories/proposal?from=HN&order=g2_score&page=19#product-list) - [20](/categories/proposal?from=HN&order=g2_score&page=20#product-list) - [Next ›Next ›](/categories/proposal?from=HN&order=g2_score&page=16#product-list) Spotlight Categories [SEO Tools](https://www.g2.com/categories/seo-tools) [Accounting Software](https://www.g2.com/categories/accounting) [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) [Cloud Infrastructure Monitoring Tools and Software](https://www.g2.com/categories/cloud-infrastructure-monitoring) [Talent Assessment Software](https://www.g2.com/categories/talent-assessment-software) 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.