# Best Proposal Software - Page 17 ## 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=2026-08-01T05%3A32%3A16Z&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%3D17&secure%5Btoken%5D=cfc3f9ca1574aeae2fdee2d9d47ecd797cf5e2a0f8d24f9e2f021f375c3ead8c&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) ### [Proposales](https://www.g2.com/products/proposales/reviews) With a true passion for doing things The Modern Way, Proposales is on a mission to shape the future of business proposals, replacing static documents by defining a new standard powered by web technology. Already loved and used by hundreds of hotels, they only scratched the surface of the limitless possibilities when defining a new standard fully powered by web technology. #### Who Is the Company Behind Proposales? - **Seller:** [Proposales](https://www.g2.com/sellers/proposales) - **HQ Location:** Stockholm, SE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d5c6701b9602abacc7b0a99fea1deb5be684a73c225a675f6bcb4465cf2b0b60&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposales&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® ### [Proposal Expert](https://www.g2.com/products/proposal-expert/reviews) Proposal Expert is an all-in-one proposal platform that helps freelancers, agencies, and sales teams create, send, track, and close business proposals from one place. Users build professional, on-brand proposals in minutes using reusable templates and a flexible content editor, then add clear pricing and quotes with built-in CPQ and optional line items. Proposals are sent as interactive online documents that clients can read, comment on, approve, and sign without printing or emailing attachments. The platform combines everything teams need to win deals faster. Built-in legally compliant e-signatures close the deal on the spot. AI-powered writing assistance and proposal scoring help users craft stronger content. Real-time tracking and notifications show when a proposal is opened and viewed. Two-way CRM sync keeps deals up to date in HubSpot, Salesforce, Pipedrive, and Monday. Proposal Expert also includes approval workflows, client messaging, analytics, gamification for sales teams, and support for 16 languages, making it suitable for solo professionals and growing teams alike. The result is a faster, more professional proposal process that gets documents signed sooner and helps teams win more business. #### Who Is the Company Behind Proposal Expert? - **Seller:** [Proposal Expert](https://www.g2.com/sellers/proposal-expert) - **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=96905ff06c9ecfdc8c7986b44f553298d09b453dd5a3a434559c73a7123253a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposalexpert%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [ProposalFlow](https://www.g2.com/products/proposalflow/reviews) ProposalFlow is a cloud-based proposal-to-invoice workspace built for freelancers, consultants, and small client-service agencies. Users can create structured proposals from ready-made templates or with AI assistance, customize the content and pricing, and share a secure client link for review, approval, and e-signature. After a proposal is accepted, users can create an invoice and present up to four payment methods they already use, including Stripe, Wise, PayPal, bank transfer, or another provider. Client funds go directly through the provider selected by the business; ProposalFlow does not hold or process client payments. ProposalFlow also includes client management, proposal tracking, reusable templates, custom branding, team access, white-label client pages, and API access depending on the selected plan. The Starter plan is free and includes 3 proposals and 10 clients. No credit card is required to start. #### Who Is the Company Behind ProposalFlow? - **Seller:** [GetProposalFlow](https://www.g2.com/sellers/getproposalflow) ### [Proposal Kit for HVAC](https://www.g2.com/products/proposal-kit-for-hvac/reviews) Professional HVAC Proposals & E-Signatures ProposalKit is a purpose-built proposal software for HVAC contractors that lets you create, send, and close proposals in minutes — not hours. Designed specifically for the HVAC industry, it eliminates the back-and-forth of paper forms, Word documents, and manual follow-ups by giving contractors a streamlined end-to-end workflow from quote to signed contract. #### Who Is the Company Behind Proposal Kit for HVAC? - **Seller:** [hvacproposalkit](https://www.g2.com/sellers/hvacproposalkit) - **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® ### [ProposalKit.io](https://www.g2.com/products/proposalkit-io/reviews) ProposalKit.io is a proposal tool for small creative agencies, typically 2 to 15 people, sending custom project proposals in the $5,000 to $50,000 range. The product is built around one idea: users control the content, ProposalKit.io controls the design. Instead of a blank canvas, users get a form-based editor with structured sections: cover, the challenge, the approach, timeline, investment, acceptance. Fill in the sections, and ProposalKit.io renders the final proposal using pre-designed templates. No font picker, no spacing controls, no layout work. Most agencies don't have a designer touching every proposal. Existing tools either output something that looks like a generic template or require hours of manual styling to look presentable. ProposalKit.io skips that by treating the template as the design system and the user as the writer. Who it's for The owner or principal of a small creative agency, the person writing and sending proposals themselves. Web design studios, branding shops, marketing consultants, software studios, photographers. Not built for enterprise sales teams, RFP-heavy industries, or organizations with multi-stage approval workflows. What's included Pre-designed proposal templates Form-based editor with structured sections Per-proposal analytics: open tracking, time spent per section, share detection Client share pages with no ProposalKit.io branding on any plan Electronic acceptance and signature Industry content presets across creative verticals Inline image uploads What it's not ProposalKit.io is not a document editor. There is no rich-text formatting, no font picker, no layout customization. Users who want full design control over every proposal are better off with Proposify or PandaDoc. ProposalKit.io is for agencies that would rather get consistent, well-designed output than customize every proposal. #### Who Is the Company Behind ProposalKit.io? - **Seller:** [Oldfire](https://www.g2.com/sellers/oldfire) - **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) 2 employees on LinkedIn® ### [ProposalPad.com](https://www.g2.com/products/proposalpad-com/reviews) ProposalPad is an online proposal management system tailored for small business owners, designed to streamline the creation of professional-quality project proposals. By uploading company information, services, and logos once, users can efficiently generate customized proposals that enhance their competitive edge. The platform also offers centralized contact management, allowing users to import contact lists from other applications, thereby reducing additional workload. With features like customizable branding through existing stationery or letterhead uploads, ProposalPad ensures consistency across all proposals. Key Features and Functionality: - Customizable Templates: Access a vast library of templates tailored to various industries, enabling quick and professional proposal creation. - Collaboration Tools: Facilitate real-time teamwork with features that allow multiple team members to work on proposals simultaneously. - Document Management: Centralize storage and organization of proposal documents for easy access and version control. - Electronic Signatures: Obtain legally binding signatures directly within the platform, eliminating the need for external tools. - Analytics and Reporting: Gain insights into proposal performance with detailed analytics and reporting features. - CRM Integration: Seamlessly integrate with popular CRM platforms to improve workflow efficiency and data management. Primary Value and User Solutions: ProposalPad addresses the challenges small businesses face in creating high-quality proposals by offering an intuitive, efficient, and collaborative platform. It saves time by eliminating manual processes through templates and automation, improves proposal quality through standardization, and facilitates collaboration among distributed teams. By providing a centralized system for proposal creation and management, ProposalPad helps businesses enhance their proposal quality, maintain consistent branding, and increase their chances of securing new clients. #### Who Is the Company Behind ProposalPad.com? - **Seller:** [Proposal Pad](https://www.g2.com/sellers/proposal-pad) - **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® ### [Proposalpress](https://www.g2.com/products/proposalpress/reviews) ProposalPress is a SaaS platform designed to help businesses and agencies create structured, professional RFPs (Request for Proposals) and technical project briefs through guided questionnaires. Instead of starting from a blank document, users answer categorized questions across areas such as web development, AI, cloud infrastructure, DevOps, and data analytics. The platform organizes responses into a clear scope of work and generates exportable documents (PDF or Word) that can be shared with vendors or internal teams. ProposalPress aims to simplify the process of defining project requirements, reduce ambiguity in vendor proposals, and help organizations produce more complete and consistent procurement documents. #### Who Is the Company Behind Proposalpress? - **Seller:** [Proposalpress](https://www.g2.com/sellers/proposalpress) - **Year Founded:** 2025 - **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=4253ea74908f09e687b814562adec6ff3aff16cd5d76011ed97cba848f40d378&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposal-press%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [ProposalsFactory](https://www.g2.com/products/proposalsfactory/reviews) Create an end product that is easy to read and respond to. Define and manage your RFx in a structured way: Instead of trying to keep Word/Excel files in sync, create your RFx in a shared repository with full audit trail for each requirement. Use Excel import to upload your previous work. #### Who Is the Company Behind ProposalsFactory? - **Seller:** [ProposalsFactory](https://www.g2.com/sellers/proposalsfactory) - **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® ### [Proposalware](https://www.g2.com/products/proposalware/reviews) Proposalware offers high quality interactive proposals that showcase your products & services with images, documents & videos. #### Who Is the Company Behind Proposalware? - **Seller:** [Proposalware](https://www.g2.com/sellers/proposalware) - **Year Founded:** 2010 - **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® ### [Proposaly.io ✌️](https://www.g2.com/products/proposaly-io/reviews) The All-in-One Sales Execution Platform We built Proposaly to help you win more - faster, smoother, and with confidence. Manual work and disconnected tools are slowing you down, but Proposaly changes that by bringing everything together from the first pitch to the final payment. This allows you to focus on what really matters: closing deals and building great relationships. The traditional sales workflow is holding you back because proposals take too long to build, attachments go missing, and agreements stall in crowded inboxes. Your sales teams waste precious time creating documents instead of selling, leaving clients confused and causing deals to lose momentum. Proposaly is your all-in-one sales flow, bringing together presentations, pricing, digital signatures, payments, and messaging into one powerful platform. Built with smart automations and real-time collaboration, it provides everything your team needs to move fast and close with total confidence. #### Who Is the Company Behind Proposaly.io ✌️? - **Seller:** [Proposaly](https://www.g2.com/sellers/proposaly) - **HQ Location:** Tel Aviv, IL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b39956467c1b610b25b2719c473ae02cd49cb888b52cd2d1b13d51cd87782cd8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposaly-io%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Propovo](https://www.g2.com/products/propovo/reviews) Propovo is an interactive proposal and client engagement platform designed for businesses, agencies, and SMB sales teams who want more control and clarity in their deal process. Unlike static PDF proposals, Propovo proposals are dynamic, trackable, and built for decision-making. Users can create structured proposals with clear pricing, timelines, and next steps, then track how clients engage with each section in real time. This visibility helps sellers follow up at the right moment instead of guessing. Propovo focuses on the pre-contract stage of the sales pipeline. It enables proposal acceptance, change requests, and client comments without turning proposals into legal documents or contracts. This keeps the experience lightweight while still capturing clear commercial intent. Key capabilities include proposal engagement analytics, acceptance and revision flows, stakeholder visibility, conditional content, reusable templates, and workspace-level defaults. Propovo integrates with popular CRMs like HubSpot and Pipedrive to sync proposal activity back to deals and contacts, and connects with Slack, email, and automation tools to keep teams informed. Propovo is ideal for teams that want proposals to be more than documents — but do not want the complexity of full contract or e-signature platforms. #### Who Is the Company Behind Propovo? - **Seller:** [Xirosys](https://www.g2.com/sellers/xirosys) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe4b4ab406e1fee6a7efb1a905dcde2e5de56593624cbc03569d46f6f9661bb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxirosys%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [Proppy](https://www.g2.com/products/proppy/reviews) Proppy is an online proposal tool for writing proposals quickly. It supports e-signatures, analytics, and cost. #### Who Is the Company Behind Proppy? - **Seller:** [We Are Wizards](https://www.g2.com/sellers/we-are-wizards) - **HQ Location:** N/A - **Twitter:** @ProppyIO 31 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1734d81ab502be7d7fdd0ecebab3427e1f2d9d8d830832b088525873acba0238&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwe-are-wizards&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [Pro Proposal](https://www.g2.com/products/pro-proposal/reviews) Win the Job Before You Start #### Who Is the Company Behind Pro Proposal? - **Seller:** [Pro Proposal](https://www.g2.com/sellers/pro-proposal) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [PropsalCraft](https://www.g2.com/products/propsalcraft/reviews) ProposalCraft is a proposal platform built for consultants who are tired of spending 4-6 hours on proposals that get ignored. Most proposal tools help you format a document. ProposalCraft restructures how you sell. The problem-first methodology puts 50% of your proposal on the client's pain — quantified in dollars — so your price becomes the obvious next step, not a negotiation. How it works: Start with the client's problems. Quantify the annual cost across hard costs, opportunity costs, and operational waste. Map value drivers with zero overlap and full coverage using the Economic Roadmap. Set your price at 10-30% of the problem cost. Generate, send for e-signature, and collect payment — all in one platform. Key capabilities: - Problem-first proposal framework with value-based pricing - Economic Roadmap for structured value driver analysis - Proposal Integrity Scan — instant audit of coverage gaps and CFO objections - Built-in e-signatures — client signs in their browser in 2 minutes - Payment collection via Stripe — money hits your account the day they sign - CFO One-Pager — standalone executive financial summary - Skeptical Sarah — simulated CFO stress-test of your proposal logic - Champion Email — pre-written internal budget approval email - Ghostwriter — translates your language into financial outcomes - Export to PDF, HTML, Markdown — free for everyone - Proposal tracking from draft to signed to paid Who it's for: Independent consultants, boutique firms, and agencies closing $10K-100K+ engagements. Operations, strategy, digital transformation, technology implementation — any consulting vertical where the client needs to see ROI before they sign. #### Who Is the Company Behind PropsalCraft? - **Seller:** [Serup.AI](https://www.g2.com/sellers/serup-ai) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [ProQuote](https://www.g2.com/products/goproquote-proquote/reviews) ProQuote helps independent contractors and tradespeople create estimates, collect e-signatures, invoice clients, and get paid. Start free and upgrade when you're ready to grow. #### Who Is the Company Behind ProQuote? - **Seller:** [goproquote](https://www.g2.com/sellers/goproquote) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/proposal?link=blog-cta&order=g2_score&page=16#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) - … - [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](/categories/proposal?link=blog-cta&order=g2_score&page=16#product-list) - 17 - [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=18#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.