# Best Proposal Software - Page 16 ## 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%3A05%3A46Z&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%3D16&secure%5Btoken%5D=2f1d49b82249e91c5ac4a80bea88bedb5f8c45acdd33cdd2a9e58dcf66b8f170&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) ### [Orbidal Proposal Management Platform](https://www.g2.com/products/orbidal-proposal-management-platform/reviews) Orbidal Proposal Management Software simplifies tendering for ambitious businesses. Using a step-by-step process, both novice and experienced tenderers can effortlessly uncover opportunities, make informed decisions about whether to compete and reuse best-in-class templates to deliver high quality proposals. Over the past 6 years, more than 1,000 businesses have delivered over 8,000 proposals using Orbidal to gain competitive advantages and win more deals. After using Orbidal, our clients are reporting an average 40% reduction in tendering effort and cost with a 30% increase in win-rates. In addition, businesses who use Orbidal report an increased understanding of the competitive landscape and an increased capability within their teams. - Accelerate RFP responses by up to 40% - Deliver consistently good proposals, without having to learn how to do so - Save reusable proposal content in a central library - Automate-away tedious proposal management tasks - Track everything to prove ROI and to increase the value of your business #### Who Is the Company Behind Orbidal Proposal Management Platform? - **Seller:** [Orbidal Group](https://www.g2.com/sellers/orbidal-group) - **Year Founded:** 2014 - **HQ Location:** Dublin, IE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c2835cf36909bd42926874325eaaae9066a1f7c752fbdf4c97fff9442cb33a21&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forbidal&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Outbooks Proposal Tool](https://www.g2.com/products/outbooks-proposal-tool/reviews) Outbooks Proposal Tool simplifies accounting proposals for firms based out of UK. Create professional proposals quickly and easily. It automates engagement letters and online payments, helping you get paid faster. Set prices easily and ensure your team uses consistent pricing. Our pricing is transparent and offers great value. Find us at 415 C Margaret Powell House, Milton Keynes MK9 3BN, United Kingdom. #### Who Is the Company Behind Outbooks Proposal Tool? - **Seller:** [Outbooks](https://www.g2.com/sellers/outbooks) - **Year Founded:** 2011 - **HQ Location:** Harrow, London, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=44e7e0bc535d4889d025cd7017d4831f0ab5ab237de6908af299240e3aa89426&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutbooksproposal%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® ### [Pentimenti](https://www.g2.com/products/pentimenti/reviews) Pentimenti is an agentic AI platform that autonomously writes enterprise proposals. Unlike traditional RFP tools that help humans find and reuse past content, Pentimenti uses AI agents built on a ReAct architecture to reason through complex RFPs, plan response strategies, and generate comprehensive proposal content with minimal human involvement. The platform automates up to 85% of proposal content, reduces expert involvement to two touchpoints, and delivers 40% productivity gains for proposal teams. Pentimenti serves enterprise organizations across Northern Europe in IT services, construction, civil engineering, consulting, and staffing. #### Who Is the Company Behind Pentimenti? - **Seller:** [Pentimenti](https://www.g2.com/sellers/pentimenti) - **Year Founded:** 2023 - **HQ Location:** Copenhagen, DK - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e647fbb10fef43542b0368bc5923667eac1350c1864c0c909e5f24a431c9ddee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpentimentiai%2F&secure%5Burl_type%5D=linkedin_company_website) 32 employees on LinkedIn® ### [PitchBob.io](https://www.g2.com/products/pitchbob-io/reviews) PitchBob.io is a digital assistant powered by AI designed to help wantrepreneurs become entrepreneurs. It not only assists with pitching but also aids with daily tasks such as validating ideas and creating P&L, as well as networking. Via just 1 dialogue. #### Who Is the Company Behind PitchBob.io? - **Seller:** [PitchBob](https://www.g2.com/sellers/pitchbob) - **Year Founded:** 2020 - **HQ Location:** Tallinn, EE - **Twitter:** @PitchBobAI 89 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2941cb8f2ef8ffac8f07b80db6df788cb746753d809f6097052d1b2de7d0bb5f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpitchbobio&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [PitchPerfect](https://www.g2.com/products/pitchperfect/reviews) PitchPerfect enables users to build high quality, fully branded pitch and BD documents in seconds, pulling content from a single CMS (MS SharePoint). Add, edit and move content from within Microsoft Word and PowerPoint, without using a wizard-based or online system, simply by using the dynamic PitchPerfect ribbon. Search through and insert content easily with configurable search fields and our inbuilt preview tool. Record pitch data to automatically create visualisations and reports. #### Who Is the Company Behind PitchPerfect? - **Seller:** [Harbor Global](https://www.g2.com/sellers/harbor-global) - **HQ Location:** Chicago, Illinois, United States - **Twitter:** @enabletweets 177 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f0984357f873a42ba7b1ea960eb44169a04fb572a70bfb39fd60e67770cfc5b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fharborglobal&secure%5Burl_type%5D=linkedin_company_website) 925 employees on LinkedIn® ### [Plus23](https://www.g2.com/products/plus23/reviews) Plus23 Modern Proposals is a collaboration and online proposal software designed for small medium businesses. Sellers and buyers interact and collaborate inside each proposal in a pre-sales setting. Features: Automate with templates and e-Signature. Delegate to co-workers with built-in team collaboration. Collaborate with Prospects to save time for both sides. Benefits: Sellers are responsive to buyers and efficient with proposal management. #### Who Is the Company Behind Plus23? - **Seller:** [Plus23](https://www.g2.com/sellers/plus23) - **Year Founded:** 2013 - **HQ Location:** Melbourne, AU - **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® ### [Powerdocs](https://www.g2.com/products/powerdocs/reviews) ✱ How does Powerdocs work? Simply drop a client brief or project details into Powerdocs and let our AI produce a polished, professional, personalized proposal, offer, or quote in just seconds. Define your tone of voice, add images or sections, and collaborate with your team in real-time. Share the final document as a live link for approvals and comments, track every interaction in one place, and make data-driven decisions with built-in analytics. ✱ Key features of Powerdocs • AI-driven drafting for proposals, offers, and quotes • Fully customizable tone, visuals, and sections • Real-time collaboration and version control • Centralized approval, feedback, and tracking • Analytics for insight on views, time-to-close, and more ✱ Who is Powerdocs for • Freelancers applying for gigs on platforms like Upwork or Fiverr • Consultants responding to RFPs or public tenders • Agencies needing streamlined document generation ✱ Why use Powerdocs Gain more time for the work you love by eliminating hours of repetitive drafting. Stay professional and consistent with templates fine-tuned from analyzing thousands of successful proposals. Reduce scope creep and improve client satisfaction with crystal-clear terms at every step. ✱ Examples of Powerdocs in use • Freelancers create proposals to stand out on Upwork, then send direct offers for private negotiations. • Consultants quickly respond to public tenders and RFPs with thorough, itemized quotes. • Agencies manage multiple pitches, personalize them for each client, and track sign-offs in one dashboard. Make your move now—because opportunities don’t wait. #### Who Is the Company Behind Powerdocs? - **Seller:** [Powerdocs](https://www.g2.com/sellers/powerdocs) - **HQ Location:** N/A - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=878bb0fbf490b5f06091ed20ecf71bbec351e18ac8302bf1ec0ddcc5a5d73309&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fstromai&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® ### [Proferto](https://www.g2.com/products/proferto/reviews) Create interactive proposals in minutes, not hours. Create a professional proposal effortlessly and with fun. #### Who Is the Company Behind Proferto? - **Seller:** [Proferto](https://www.g2.com/sellers/proferto) - **HQ Location:** N/A - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2da70288917e9652e34480e7af07576bf7addf8ab1dbe40e1bd0f7d550ef7e06&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fprofertonl&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Propal](https://www.g2.com/products/propal/reviews) Propal.io lets agencies and service providers create, customize, and send stunning web-based proposals, replacing static PDFs and PowerPoints with interactive, branded pages. Track prospect engagement in real time, get proposals signed and paid faster with built-in e-signatures and payments, and close more deals with detailed analytics. Free plan available. #### Who Is the Company Behind Propal? - **Seller:** [Keystone Software Labs](https://www.g2.com/sellers/keystone-software-labs) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be756e4a26642bba20058b91db082542bc7ca5fe24f4148c156b3014568205d1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkeystone-software-labs%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Propelio App](https://www.g2.com/products/propelio-app/reviews) Propelio is designed for creative agencies, freelancers and service-based businesses that care about first impressions and client experience. #### Who Is the Company Behind Propelio App? - **Seller:** [Rebellious Digital](https://www.g2.com/sellers/rebellious-digital) - **Year Founded:** 2024 - **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=9fc6baeb923f8cbe3f8648dc5af0ba3fdcc4b117fd51346a78222ce2f05cbe91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frebellious-digitaluk&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Propfire](https://www.g2.com/products/propfire/reviews) Create proposals free for freelancers, consultants and small agencies who want to save time and close more deals. #### Who Is the Company Behind Propfire? - **Seller:** [Propfire](https://www.g2.com/sellers/propfire) - **Year Founded:** 2019 - **HQ Location:** Hackensack, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc7925e2c2d2dc8333e8d6c8b385d7dc0903b29f5950aca81a013748e555659d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpropfireapp&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [Proposa](https://www.g2.com/products/proposa/reviews) Proposa is a web-based proposal creation platform designed to help professionals craft visually stunning, data-driven proposals efficiently. By offering an intuitive interface, customizable templates, and integrated e-signature capabilities, Proposa streamlines the proposal process, enabling users to produce professional documents in significantly less time. The platform also provides real-time notifications and analytics, allowing users to monitor client engagement and optimize their proposals for better outcomes. Key Features and Functionality: - Digital and Print Proposals: Create mobile-ready digital proposals with the option to export them as high-quality PDFs for clients who prefer printed copies. - Visually Stunning Designs: Access a library of 550,000 free stock photos, unique themes, and professionally designed templates to enhance the visual appeal of proposals. - Real-Time Notifications: Receive instant alerts when prospects open proposals, providing insights into client engagement and facilitating timely follow-ups. - Integrated E-Signatures: Enable clients to sign proposals electronically, streamlining the approval process and reducing the need for physical paperwork. - Content Library and Reusability: Save and reuse successful proposal content, reducing the time required to create new proposals and ensuring consistency across documents. - White Labeling: Customize the platform with your own branding, including a custom subdomain and logo, to present a cohesive brand experience to clients. Primary Value and User Solutions: Proposa addresses the common challenges professionals face in proposal creation by simplifying the design process, reducing the time spent on drafting, and enhancing the overall quality of proposals. Its real-time tracking and analytics provide valuable insights into client interactions, allowing users to tailor their follow-up strategies effectively. By integrating e-signatures and offering both digital and print formats, Proposa ensures a seamless and professional experience for both the sender and the recipient, ultimately increasing the likelihood of proposal acceptance and business growth. #### Who Is the Company Behind Proposa? - **Seller:** [Proposa](https://www.g2.com/sellers/proposa) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=937a8b0ad04d11a04047922c1e40178dd9afb174e08a58e700072a20b2532722&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposaio&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [ProposalAI](https://www.g2.com/products/proposalai/reviews) ProposalAI helps HVAC contractors create professional, branded proposals in under 60 seconds. Voice input, automatic Good/Better/Best pricing, PDF generation, and client sharing with Accept/Decline buttons. Built for 2-10 person residential HVAC shops. #### Who Is the Company Behind ProposalAI? - **Seller:** [Outlier](https://www.g2.com/sellers/outlier-288b9030-1ae6-4cb2-a8c7-53fc636a59fd) - **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® ### [Proposal Air](https://www.g2.com/products/proposal-air/reviews) Proposal Air is AI-powered proposal software built for freelancers, consultants, and small agencies. Instead of spending hours on proposals, users describe their project and the AI generates persuasive, professional proposals in minutes. Clients can view proposals online and sign digitally. Accepted proposals convert into ZUGFeRD-compliant invoices with one click. Built for the European market with full GDPR compliance and EU-hosted data. Features include live tracking (see when clients open your proposal), customizable branding, automatic tax calculations, and a free plan to get started. #### Who Is the Company Behind Proposal Air? - **Seller:** [Proposal Air](https://www.g2.com/sellers/proposal-air) - **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=b9d57e87805d6ba845d610caa34959866bf180eb70d905794b3226d1cc121ebf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposalair%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [ProposalCRM](https://www.g2.com/products/proposalcrm/reviews) We built this because we were frustrated with how much time sales teams waste on messy proposal workflows drafting, sending, following up, revising, and finally invoicing. With ProposalCRM you can: Create proposals in minutes using customizable templates (word templates) Track client engagement with real-time notifications Instantly convert approvals into invoices Collaborate seamlessly, even on mobile Our mission is simple: help sales teams close deals faster, build stronger client relationships, and save countless hours. Thanks for checking us out and if you’d like to give it a try, we’re offering a 7-day free trial: proposalcrm.com #### Who Is the Company Behind ProposalCRM? - **Seller:** [Proposal CRM](https://www.g2.com/sellers/proposal-crm) - **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=b1ff0154e069727c9e56c00dd335ffd0decf32cc0c5f11761720ab28a0c392a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposalcrm%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/proposal?link=blog-cta&order=g2_score&page=15#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) - … - [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](/categories/proposal?link=blog-cta&order=g2_score&page=14#product-list) - [15](/categories/proposal?link=blog-cta&order=g2_score&page=15#product-list) - 16 - [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=17#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.