# Best Proposal Software - Page 18 ## 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=2026-07-31T19%3A25%3A21Z&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%3D18&secure%5Btoken%5D=277cd8816202ffcf49d89ed36364e605934f2c92897b434c761191bb14e3ea87&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) ### [pWin.ai](https://www.g2.com/products/pwin-ai/reviews) pWin.ai is the first ‘thoughtful’ AI copilot for proposal writing, built with Shipley’s best practices inside to revolutionize your business development process and help you win more business. pWin.ai goes beyond simple content generation by incorporating Shipley’s best practices to offer a winning strategy, compelling content tailored to exacting guidelines, and valuable insights that give you a competitive edge. pWin.ai enhances proposal development across all sectors, integrating seamlessly with familiar tools like Microsoft Word, Excel, and SharePoint, streamlining your workflow without requiring disruptive changes. It handles the heavy lifting, generating high-quality content and accelerating your journey to a winning proposal. pWin.ai is dedicated to upholding the principles of responsible AI. Based on thousands of hours of research and development, it is engineered to ensure the generated content is transparent and based on accurate sources. Using a multi-layered prompt model, pWin.ai is designed to think before it answers. We operate two secure versions of pWin.ai: one on Azure Commercial, meeting CMMC Level 1 requirements, and another on Azure Government, secured with NIST 800-171 standards and compliant with CMMC Level 2. These environments enable the secure hosting of Federal Contract Information (FCI) or Controlled Unclassified Information (CUI), based on your contract needs. #### Who Is the Company Behind pWin.ai? - **Seller:** [WordX](https://www.g2.com/sellers/wordx) - **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=89f73ba1014f0075aa8fcdffa7cc0e34db7876f4ae97c426c4e73823ee9d77e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpwin-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [QuoteCloud](https://www.g2.com/products/quotecloud/reviews) QuoteCloud is designed by sales people for sales people, it makes sense. #### Who Is the Company Behind QuoteCloud? - **Seller:** [QuoteCloud](https://www.g2.com/sellers/quotecloud) - **Year Founded:** 2015 - **HQ Location:** Sydney, AU - **Twitter:** @corpinteractive 58 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bab64671e6938de7944c560ccf2681235f14c9c6ab88713f931b4171b528c53b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotecloud%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® ### [QuoteFlare](https://www.g2.com/products/quoteflare/reviews) QuoteFlare is an quote technology system that helps you manage questions, sales, and customers by being an automated sales person by upselling and turning potential customers into booked appointments. #### Who Is the Company Behind QuoteFlare? - **Seller:** [QuoteFlare](https://www.g2.com/sellers/quoteflare) - **HQ Location:** MESA, US - **Twitter:** @QuoteFlare 286 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b61fd8240b566b6afbb760470ce5a17a017b589eb544abce049a255bbb1a17c5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquoteflare-llc&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [QuoteOnSite](https://www.g2.com/products/quoteonsite/reviews) Quoting, invoicing & messaging software for businesses with ambition. All the professional tools you need to grow your business. #### Who Is the Company Behind QuoteOnSite? - **Seller:** [QuoteOnSite](https://www.g2.com/sellers/quoteonsite) - **Year Founded:** 2016 - **HQ Location:** Swansea, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8887bde554ebe9bf3d81b572f20fafd573d2cd28db13d42a4909eba6f31f4235&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquoteonsite%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® ### [QuoteRobot.com](https://www.g2.com/products/quoterobot-com/reviews) QuoteRobot.com is a proposal management software with instant access to past line items and an option to send proposals via email or PDF. #### Who Is the Company Behind QuoteRobot.com? - **Seller:** [QuoteRobot](https://www.g2.com/sellers/quoterobot) - **HQ Location:** N/A - **Twitter:** @quoterobot 1,147 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® ### [Relevant Match](https://www.g2.com/products/relevant-match/reviews) Relevant Match Online (RMO) is a powerful web application designed to optimize your proposal by aligning it with key points from the RFP or solicitation. Built on 20+ years of experience, it helps jump-starts key themes and keeps you on track. In competitive bidding, proposals are scored - not just read. RMO analyzes the work statement like a fingerprint, calculates a match score, and tracks versions to help refine your proposal efficiently. Upload your Word or PDF documents, then launch the analysis with one click for insights in under 5 minutes, enabling rapid iteration and continuous improvement. Easily share progress with executives and proposal teams. Relevant Match Online is designed for simplicity and ease of use. For organizations requiring a fully offline solution in secure environments such as SCIFs, Relevant Match Desktop (RMD) is available, ensuring data protection without internet connectivity. Save time, cut costs, and boost your Pwin with RMO and RMD! #### Who Is the Company Behind Relevant Match? - **Seller:** [Relevant Software](https://www.g2.com/sellers/relevant-software-b1ab9ab5-023d-4701-a08d-cb708046a1a5) - **Year Founded:** 2020 - **HQ Location:** Lorton, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a1c5131b34663499e9dfbe30a1644c3d2f6101e2298c426e99272674889e0e0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frelevant-software-corp%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [ReqFit](https://www.g2.com/products/reqfit/reviews) Every team has submitted a proposal they weren't sure about. Maybe it was a response pulled together under time pressure. Maybe it was a tender where the evaluation criteria were spread across several pages. Maybe it was a pitch that felt strong until the client feedback came back and pointed to requirements you hadn't noticed. ReqFit exists to help you catch that before you submit, not after. How it works Upload your proposal and the RFP, tender document, or brief it responds to. ReqFit reads both documents, maps the requirements to your response, and delivers a structured assessment of where your response meets the brief and where it falls short. No setup, no configuration, no training. Upload two documents, get your review in minutes. What you get back Every review breaks down into three clear sections: Requirements covered: where your proposal directly addresses what was asked, with specific references to both documents. Requirements missed: where the brief asks for something your proposal doesn't address, or addresses too vaguely to score well. Each gap identifies the specific requirement and what is missing from your response. Recommendations: where to focus the time you have left, prioritised by impact so you fix what matters most first. Every review is delivered as a professionally formatted, brandable report. Upload your logo, choose your colours and font, and share it directly with stakeholders. No copying from a chat window, no reformatting. What makes it different Most AI tools summarise documents or help you write them. ReqFit does neither. It checks whether your document actually answers the brief, requirement by requirement, and tells you honestly where it falls short. No generic feedback. No algorithmic optimism. A structured assessment you can act on before the deadline, not after it. Who it's for Sales managers reviewing RFP responses before submission. Consultants writing bespoke proposals for every opportunity. Contracts managers checking tenders against complex evaluation criteria. Agency founders pulling together pitches between client work. If you are responsible for proposal quality but don't have a specialist review process, ReqFit gives you one. Security and data handling Your proposals and tenders contain commercially sensitive information, so ReqFit is built privacy-first. Your proposal is analysed in memory on Google Cloud Vertex AI and deleted once your report is delivered. Processing is logless, and your documents are never used to train any AI model. The requirements list from your RFP is retained against your account so that a re-run measures against the same requirements, and your reports stay in your account for up to 90 days, with deletion in your control. Documents are encrypted in transit using TLS 1.3. ReqFit is operated by CASM Labs Ltd, registered with the UK ICO (registration ZC111039) and bound by UK GDPR. Simple pricing No monthly subscription. No annual commitment. No per user licensing. ReqFit is a pay per review product, so you only pay when you use it. The first review is free, no credit card required. Developed by CASM Labs Ltd, a UK software company. Pricing available in GBP and USD. #### Who Is the Company Behind ReqFit? - **Seller:** [CASM Labs](https://www.g2.com/sellers/casm-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=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® ### [RFP360.AI](https://www.g2.com/products/rfp360-ai/reviews) What is RFP360 AI? RFP360 AI is an intelligent workspace for managing bids, sourcing events, and proposal activities from start to finish. It helps teams bring structure to a process that is often handled through emails, spreadsheets, shared drives, and manual tracking. The platform is designed for both buyers and suppliers. For buyers, including procurement teams, sourcing managers, government agencies, enterprise buyers, and evaluation teams, RFP360 AI helps organize RFP creation, requirements, supplier invitations, clarification questions, submitted responses, evaluator assignments, scoring, vendor comparison, and decision records. For suppliers, including vendors, service providers, contractors, sales teams, capture teams, and proposal teams, RFP360 AI helps review bid opportunities, understand requirements, manage response tasks, reuse approved company content, collaborate with internal contributors, and create AI-assisted proposal drafts faster. RFP360 AI gives buyers better visibility into sourcing activities and helps suppliers respond with more consistency and confidence. Its structured workflows, reusable knowledge library, collaboration tools, and evaluation features help reduce repetitive work, improve response quality, and support clearer procurement decisions. Whether an organization is issuing RFPs or responding to them, RFP360 AI helps make the process more organized, efficient, and easier to manage. #### Who Is the Company Behind RFP360.AI? - **Seller:** [RFP360.AI](https://www.g2.com/sellers/rfp360-ai) - **Company Website:** www.rfp360.ai - **Year Founded:** 2025 - **HQ Location:** Lansdale, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f95b94b83da9ee19981033b84284d68e18377c77a70879aaf3216bbe3441d16f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frfp360ai%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [RFP Response Builder](https://www.g2.com/products/rfp-response-builder/reviews) RFP Response Builder is a Microsoft Office-integrated solution that dramatically reduces the time and effort required to respond to RFPs and generate proposals and statements of work. It quickly produces polished, mistake-free response documents that help you win more business in less time. Ready to use in under an hour! Not only is RFP Response Builder easy to use, it’s easy to set up and maintain. In fact, you can start using it within an hour of downloading it. And you can say goodbye to onerous maintenance and outdated content. We make it easy to maintain accurate, fresh content. Keep Every Response on Track. Build projects, assign tasks, leave comments, and set deadlines, so your team knows what needs to be done. Assign the Right Roles. Enable people to do what they do best by assigning roles that allow them to use, update, edit, or delete content in your content library. Day One Productivity. Start adding content with your very next RFP, then perfect your library and categorize your content as you go. Day One Return on Investment. If you spend at least 5 hours a month finding content, cutting/pasting and reformatting your RFP responses, then RFP Response Builder is a no-brainer! #### Who Is the Company Behind RFP Response Builder? - **Seller:** [Cors Productivity Solutions](https://www.g2.com/sellers/cors-productivity-solutions) - **Year Founded:** 2003 - **HQ Location:** Reston, US - **Twitter:** @CorsPro 158 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9b7a31fbbbdc48816726ad5600ffd806cd2e9055231fc19295cc0741b91503e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorspro&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® ### [Rivora](https://www.g2.com/products/rivora/reviews) Rivora is an AI-powered proposal tool that generates professional client proposals in under 60 seconds. Designed for freelancers, agencies, consultants, and small service businesses, Rivora turns a quick brief into a polished, ready-to-send proposal instantly — no templates to fill in, no blank page to stare at. Key features: • AI proposal generation in under 60 seconds • Customisable tone and style to match your brand • Proposal tracking — see when clients open your proposal • Clean, professional output ready to send immediately • Built for small teams and solo operators under 10 people Stop spending 40 minutes writing every proposal. Rivora does it in one. #### Who Is the Company Behind Rivora? - **Seller:** [Rivora](https://www.g2.com/sellers/rivora) - **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® ### [Ruby - The Guided Negotiation Plan Creator®](https://www.g2.com/products/ruby-the-guided-negotiation-plan-creator/reviews) Powered by AI and built upon the proven Red Sheet® negotiation methodology, Ruby intelligently guides you towards creating winning negotiation strategies. With a management dashboard and built-in collaboration features, your globally dispersed team can work together to create effective negotiation plans. Ruby becomes the expert negotiator on your team, making sure you leave nothing on the table. Ruby helps you research, plan and prepare for a negotiation, with custom roleplay and the ability to generate characters to negotiate with. Ruby then takes you through the Red Sheet step-by-step method before guiding you through creating your winning strategy. Download and share your plans anytime, anywhere, ensuring your team is fully prepared to secure the best outcomes. Upgrade your Ruby license and choose ‘Ruby with Learning’ to get exclusive access to 100 tactics and techniques and on-demand access to a vast library of bitesize elearning modules, video guides and resources to support your learning journey. #### Who Is the Company Behind Ruby - The Guided Negotiation Plan Creator®? - **Seller:** [Positive Purchasing](https://www.g2.com/sellers/positive-purchasing) - **Year Founded:** 2003 - **HQ Location:** Plymouth, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9f961fb51dab824c3392d0159aca26fe6cb5e1be8af4d464e1df183efe1eeb29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpositive-purchasing&secure%5Burl_type%5D=linkedin_company_website) 23 employees on LinkedIn® ### [RuleDox](https://www.g2.com/products/ruledox/reviews) RuleDox is a Google Docs–native proposal and scope of work (SOW) automation platform built for digital agencies. It turns repeatable services — such as Shopify builds, SEO retainers, and CRO projects — into structured blueprints powered by variables, conditional logic, and automated pricing rules. Sales teams complete a guided form, and RuleDox assembles an accurate, client-ready scope instantly inside Google Docs. It eliminates scope creep, pricing inconsistencies, and manual copy-paste errors — while preserving strategic flexibility. Built for agencies with repeatable service packages that need consistency across teams and markets. #### Who Is the Company Behind RuleDox? - **Seller:** [Studio P2](https://www.g2.com/sellers/studio-p2) - **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® ### [SalesEdge](https://www.g2.com/products/salesedge-llc-salesedge/reviews) SalesEdge offers a SAAS application that helps streamline the RFP and proposal response process. As the trusted experts, SalesEdge helps proposal, sales and marketing teams successfully automate and streamline RFP Responses, Sales Proposals, Due Diligence and Security Questionnaires leveraging Qvidian Software. The solution is designed with a single content library where all assets are stored in approved language and branding. Clients leverage AI to automatically fill in the most relevant answers to quickly respond to RFP, DDQ, and other questionnaires. Build automated documents, streamline content approvals and build audit trails with automated, multi-step reviewer workflows. Track and measure KPIs, with custom analytics dashboards. Clients on average report a 40% increase in productivity, 30% reduction in RFP response times, and 28% increase in win rates. #### Who Is the Company Behind SalesEdge? - **Seller:** [SalesEdge](https://www.g2.com/sellers/salesedge-900b6da4-95c7-4346-a9bb-6e8fd64a9434) - **Year Founded:** 2007 - **HQ Location:** Manchester, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03c04eccb3247f9ec794c29109c4eeba73490f7e190ae4843f5046d7d2fa86c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesedge-llc%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® ### [Scaido.io](https://www.g2.com/products/scaido-scaido-io/reviews) A service for automating business sales processes, which speeds up and simplifies the preparation of quotes, estimates and commercial proposals, in conjunction with your CRM system, like Pipedrive or HubSpot #### Who Is the Company Behind Scaido.io? - **Seller:** [Scaido](https://www.g2.com/sellers/scaido) - **Year Founded:** 2022 - **HQ Location:** Riga, LV - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b24d83307ae9e0cdbd0f9c6349da342ba60fcf0a35fd152ef3ff99eff0d4b620&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscaido%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [ScopeAI](https://www.g2.com/products/scopeai-scopeai/reviews) ScopeAI is AI-powered proposal software built for agencies, consultants, and service businesses that need to close deals faster. It transforms your discovery calls and project notes into polished, professional client proposals and statements of work in minutes—not hours. ScopeAI uses intelligent templates trained on real proposal structures to generate accurate scope breakdowns, pricing sections, and deliverable timelines automatically. Teams use ScopeAI to reduce proposal creation time by up to 80%, standardize their client-facing documents, and win more business with less manual effort. Whether you're sending a simple project quote or a detailed multi-phase SOW, ScopeAI helps you look professional, move fast, and get to yes sooner. #### Who Is the Company Behind ScopeAI? - **Seller:** [ScopeAI](https://www.g2.com/sellers/scopeai-5f23f451-ba8c-4d4e-8d2c-230d1ee97006) - **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=17#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) - … - [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](/categories/proposal?link=blog-cta&order=g2_score&page=17#product-list) - 18 - [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=19#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.