# Best Enterprise Proposal Software

  *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*

   Products classified in the overall Proposal category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Proposal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Proposal category.

In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Enterprise Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.





## Best Proposal Software At A Glance

- **Best for Small Businesses:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
- **Best for Mid-Market:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
- **Best for Enterprise:** [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews)
- **Highest User Satisfaction:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
- **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)


---

**Sponsored**

### Conga Composer

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.



[Book a Demo](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&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=274&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%3Flocale%3Dit%26segment%3Denterprise&secure%5Btoken%5D=7892443ec79f9176470e7190b27594ab74e68614b2cd08b1f0381c0f0e9d85d5&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-composer-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo)

---

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews)
  Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1,262

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.5/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Responsive](https://www.g2.com/sellers/responsive)
- **Company Website:** https://www.responsive.io/
- **Year Founded:** 2016
- **HQ Location:** Frisco, Texas
- **Twitter:** @responsiveio (1,735 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/responsiveio (708 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Proposal Manager, Proposal Writer
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 48% Mid-Market, 39% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (149 reviews)
- Features (116 reviews)
- Time-saving (87 reviews)
- Efficiency (86 reviews)
- Team Collaboration (77 reviews)

**Cons:**

- Learning Curve (34 reviews)
- Not Intuitive (33 reviews)
- Inaccurate Responses (27 reviews)
- Non-Intuitive Features (27 reviews)
- Missing Features (23 reviews)

  ### 2. [Loopio](https://www.g2.com/products/loopio/reviews)
  Loopio is the most highly-trusted response management software, helping enterprise businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. Loopio streamlines manual and time-consuming processes through: Confident Answers: Our AI-powered library connects to preferred content sources, enabling teams to craft tailored responses, populate trustworthy answers, and ensure accuracy across every proposal. Effortless Projects: AI-driven automation helps teams seamlessly import and export complex document formats, track high-volume proposal pipelines, and respond to portal-based RFPs with ease. Seamless Collaboration: Our vast integrations break down departmental silos, allowing responders to engage with SMEs, centralize multi-stakeholder feedback, and deliver vetted content—all within an existing tech stack. Strategic Insights: Loopio transforms the response process into a data-driven operation by providing the visibility needed to monitor content health, identify winning trends, and measure business impact. At the heart of our enterprise RFP platform is Response Intelligence™, Loopio’s proprietary machine learning technology. It surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP response solution to use on the market. The proof is in the numbers. Loopio customers experience: ■ 51% more RFP responses completed ■ 42% in time savings ■ And 85% win more business Loopio’s RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 805

**User Satisfaction Scores:**

- **Ease of Use:** 9.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Loopio Inc.](https://www.g2.com/sellers/loopio-inc)
- **Company Website:** https://www.loopio.com
- **Year Founded:** 2014
- **HQ Location:** Toronto
- **Twitter:** @loopioinc (1,662 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5020707/ (299 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Proposal Manager, Bid Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 51% Mid-Market, 34% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (142 reviews)
- Time-saving (95 reviews)
- Efficiency (90 reviews)
- Features (84 reviews)
- Intuitive (70 reviews)

**Cons:**

- Missing Features (32 reviews)
- Limitations (28 reviews)
- Limited Features (26 reviews)
- Inaccurate Responses (25 reviews)
- Formatting Issues (24 reviews)

  ### 3. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews)
  Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 241

**User Satisfaction Scores:**

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (826,383 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 54% Enterprise, 30% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (12 reviews)
- Time-saving (8 reviews)
- Efficiency (7 reviews)
- Sales Efficiency (7 reviews)
- Integrations (6 reviews)

**Cons:**

- Complexity (5 reviews)
- Bug Issues (4 reviews)
- Complex Setup (4 reviews)
- Initial Usage Difficulty (4 reviews)
- Learning Curve (4 reviews)

  ### 4. [Conga Composer](https://www.g2.com/products/conga-composer/reviews)
  Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 834

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** https://conga.com/
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (1,793 employees on LinkedIn®)
- **Phone:** (303) 465-1616

**Reviewer Demographics:**
  - **Who Uses This:** Salesforce Administrator, Salesforce Consultant
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 47% Mid-Market, 28% Enterprise


#### Pros & Cons

**Pros:**

- Features (89 reviews)
- Document Management (81 reviews)
- Ease of Use (74 reviews)
- Time-saving (56 reviews)
- Integrations (54 reviews)

**Cons:**

- Learning Curve (50 reviews)
- Steep Learning Curve (31 reviews)
- Time-Consuming (28 reviews)
- Difficulty (26 reviews)
- Limited Template Flexibility (21 reviews)

  ### 5. [AutogenAI](https://www.g2.com/products/autogenai/reviews)
  AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 133

**User Satisfaction Scores:**

- **Ease of Use:** 7.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [AutogenAI](https://www.g2.com/sellers/autogenai)
- **Company Website:** https://autogenai.com/
- **Year Founded:** 2022
- **HQ Location:** New York, NY
- **Twitter:** @AutogenAI (311 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/autogenai (169 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Bid Writer, Bid Manager
  - **Top Industries:** Construction, Facilities Services
  - **Company Size:** 46% Enterprise, 39% Mid-Market


#### Pros & Cons

**Pros:**

- Time-saving (56 reviews)
- Efficiency (55 reviews)
- Ease of Use (54 reviews)
- Features (42 reviews)
- Customer Support (38 reviews)

**Cons:**

- Learning Curve (18 reviews)
- User Difficulty (15 reviews)
- Not Intuitive (12 reviews)
- Steep Learning Curve (11 reviews)
- Learning Difficulty (10 reviews)

  ### 6. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews)
  Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 594

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** https://conga.com/
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (1,793 employees on LinkedIn®)
- **Phone:** (303) 465-1616

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Salesforce Administrator
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 41% Mid-Market, 39% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (81 reviews)
- Efficiency (59 reviews)
- Features (59 reviews)
- Contract Management (57 reviews)
- Integrations (43 reviews)

**Cons:**

- Steep Learning Curve (31 reviews)
- Learning Curve (28 reviews)
- Slow Performance (26 reviews)
- Time-Consuming (25 reviews)
- Complex Setup (23 reviews)

  ### 7. [DealHub.io](https://www.g2.com/products/dealhub-io/reviews)
  DealHub is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 829

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** https://dealhub.io/
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO (3,899 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (308 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales Operations Manager, Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 65% Mid-Market, 23% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (109 reviews)
- Ease of Use (101 reviews)
- Efficiency (88 reviews)
- Time-saving (87 reviews)
- Integrations (82 reviews)

**Cons:**

- Learning Curve (37 reviews)
- Limited Customization (33 reviews)
- Steep Learning Curve (25 reviews)
- Missing Features (22 reviews)
- Integration Issues (20 reviews)

  ### 8. [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews)
  Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 156

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Company Website:** https://uplandsoftware.com/
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** https://www.linkedin.com/company/3139095/ (828 employees on LinkedIn®)
- **Ownership:** NASDAQ:UPLD

**Reviewer Demographics:**
  - **Who Uses This:** Proposal Writer
  - **Top Industries:** Financial Services, Information Technology and Services
  - **Company Size:** 55% Enterprise, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (17 reviews)
- Content Management (13 reviews)
- RFP Management (13 reviews)
- Content Library (12 reviews)
- Efficiency (12 reviews)

**Cons:**

- Not Intuitive (6 reviews)
- Expensive (4 reviews)
- Slow Performance (4 reviews)
- User Difficulty (4 reviews)
- Inadequate AI Performance (3 reviews)

  ### 9. [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
  PandaDoc is a comprehensive document management solution designed to assist users in creating, managing, e-signing, and notarizing documents efficiently. This platform serves as a centralized workflow tool, streamlining the document lifecycle from inception to final approval. By digitizing traditional document processes, PandaDoc aims to reduce inefficiencies and enhance productivity for businesses of all sizes. Targeted primarily at professionals and organizations that rely heavily on documentation, PandaDoc is particularly beneficial for sales teams, legal departments, and project managers. These users often face the challenge of managing numerous documents, contracts, and agreements, which can be time-consuming and prone to errors when handled manually. With PandaDoc, users can automate repetitive tasks, ensuring that they can allocate more time to strategic activities that drive business growth. Key features of PandaDoc include customizable templates, an intuitive drag-and-drop editor, and robust e-signature capabilities. Users can create visually appealing documents quickly, using pre-built templates tailored for various industries. The platform also supports real-time collaboration, allowing multiple stakeholders to review and edit documents simultaneously. This feature is particularly valuable in fast-paced environments where timely feedback is crucial. Additionally, PandaDoc's e-signature functionality ensures that documents can be signed securely and legally, eliminating the need for physical signatures and expediting the approval process. Another significant advantage of PandaDoc is its integration capabilities. The platform seamlessly connects with popular CRM systems, payment processors, and other business tools, enabling users to manage their documents within their existing workflows. This integration reduces the friction often associated with switching between different applications, allowing for a more cohesive user experience. Furthermore, PandaDoc provides analytics and reporting features that help users track document performance, offering insights into how recipients interact with their documents, which can inform future strategies. Overall, PandaDoc stands out in the document management category by providing a user-friendly interface, powerful automation features, and extensive integration options. By addressing common pain points associated with document handling, PandaDoc empowers organizations to enhance their operational efficiency, reduce turnaround times, and ultimately focus on what matters most: achieving their business objectives.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 3,253

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc)
- **Company Website:** https://www.pandadoc.com
- **Year Founded:** 2011
- **HQ Location:** San Francisco, CA
- **Twitter:** @pandadoc (18,454 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2211704/ (880 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Owner
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 69% Small-Business, 25% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (665 reviews)
- Document Management (333 reviews)
- Simple (329 reviews)
- E-Signatures (299 reviews)
- Intuitive (294 reviews)

**Cons:**

- Signature Issues (107 reviews)
- Missing Features (105 reviews)
- Expensive (99 reviews)
- Difficult Editing (91 reviews)
- Document Management (81 reviews)

  ### 10. [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews)
  Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 95

**User Satisfaction Scores:**

- **Ease of Use:** 8.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Epicor](https://www.g2.com/sellers/epicor)
- **Year Founded:** 1972
- **HQ Location:** Austin, TX
- **Twitter:** @Epicor (9,314 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/4617/ (6,273 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction, Pharmaceuticals
  - **Company Size:** 60% Mid-Market, 40% Enterprise


#### Pros & Cons

**Pros:**

- Customization (2 reviews)
- Ease of Use (2 reviews)
- Intuitive (1 reviews)
- Simple (1 reviews)
- Templates (1 reviews)

**Cons:**

- Slow Performance (2 reviews)
- Bug Issues (1 reviews)
- Complex Implementation (1 reviews)
- Complexity (1 reviews)
- Complex Setup (1 reviews)

  ### 11. [Ombud](https://www.g2.com/products/ombud/reviews)
  Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 26

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Ombud](https://www.g2.com/sellers/ombud)
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @ombud (278 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/ombud/ (46 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 54% Enterprise, 46% Mid-Market


  ### 12. [Nintex](https://www.g2.com/products/nintex-nintex/reviews)
  Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 1,271

**User Satisfaction Scores:**

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Nintex](https://www.g2.com/sellers/nintex)
- **Company Website:** https://www.nintex.com
- **Year Founded:** 2006
- **HQ Location:** Bellevue, WA
- **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,222 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Business Analyst, Salesforce Administrator
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 48% Enterprise, 40% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (37 reviews)
- Workflow Management (19 reviews)
- Automation (18 reviews)
- Easy Setup (17 reviews)
- Versatility (16 reviews)

**Cons:**

- Limited Features (17 reviews)
- Learning Curve (13 reviews)
- Complexity (9 reviews)
- Expensive (9 reviews)
- Limited Customization (9 reviews)

  ### 13. [GetAccept](https://www.g2.com/products/getaccept/reviews)
  GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communication into one shared space where every stakeholder can access the latest content, timelines, and context throughout the whole sales cycle. And with purpose-built AI that truly understands the context of your deals, creating and updating personalized content takes minutes. Native integrations with popular CRMs let reps work with their existing tools, while making sure activity is automatically synced and updated everywhere it matters. In short – we help sales teams work smart, close faster, and win more.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,136

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc)
- **Company Website:** https://www.getaccept.com
- **Year Founded:** 2015
- **HQ Location:** Palo Alto, CA
- **Twitter:** @getaccept (1,434 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (160 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales Manager, Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 53% Small-Business, 41% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (91 reviews)
- Customer Support (48 reviews)
- Helpful (42 reviews)
- Intuitive (40 reviews)
- Time-saving (37 reviews)

**Cons:**

- Missing Features (16 reviews)
- Limited Customization (11 reviews)
- Limited Features (11 reviews)
- Difficult Editing (10 reviews)
- Poor Integration (9 reviews)

  ### 14. [Proposify](https://www.g2.com/products/proposify/reviews)
  Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,107

**User Satisfaction Scores:**

- **Ease of Use:** 8.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Proposify](https://www.g2.com/sellers/proposify)
- **Company Website:** https://www.proposify.com/
- **Year Founded:** 2012
- **HQ Location:** Halifax
- **Twitter:** @proposify (4,222 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2934548/ (75 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Owner
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 84% Small-Business, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (39 reviews)
- Templates (23 reviews)
- Easy Creation (20 reviews)
- Customization (16 reviews)
- Ease of Creation (16 reviews)

**Cons:**

- Difficult Editing (13 reviews)
- Limited Customization (13 reviews)
- Editing Difficulties (11 reviews)
- Feature Usability (9 reviews)
- Missing Features (9 reviews)

  ### 15. [QorusDocs](https://www.g2.com/products/qorusdocs/reviews)
  QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 166

**User Satisfaction Scores:**

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [QorusDocs](https://www.g2.com/sellers/qorusdocs)
- **Year Founded:** 2012
- **HQ Location:** Seattle, WA
- **Twitter:** @qorusdocs (2,618 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1203323/ (67 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 49% Enterprise, 31% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (12 reviews)
- Document Management (9 reviews)
- Content Management (8 reviews)
- Customer Support (8 reviews)
- Simple (8 reviews)

**Cons:**

- Limited Features (4 reviews)
- Complexity (3 reviews)
- Difficult Learning (3 reviews)
- Steep Learning Curve (3 reviews)
- Complex Setup (2 reviews)

  ### 16. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews)
  Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 561

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox)
- **Year Founded:** 2007
- **HQ Location:** San Francisco, California
- **Twitter:** @Dropbox (3,289,733 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/167251/ (4,030 employees on LinkedIn®)
- **Ownership:** NASDAQ: DBX

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 75% Small-Business, 20% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (53 reviews)
- Document Management (45 reviews)
- Features (37 reviews)
- Tracking Features (35 reviews)
- Security (32 reviews)

**Cons:**

- Expensive (17 reviews)
- App Functionality (10 reviews)
- Lacking Features (10 reviews)
- Limited Features (9 reviews)
- Limitations (8 reviews)

  ### 17. [RocketDocs](https://www.g2.com/products/rocketdocs/reviews)
  At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 104

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.7/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [RocketDocs](https://www.g2.com/sellers/rocketdocs)
- **Company Website:** https://rocketdocs.com/
- **Year Founded:** 1994
- **HQ Location:** Dallas, TX
- **LinkedIn® Page:** https://www.linkedin.com/company/rocketdocs (26 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Insurance
  - **Company Size:** 49% Mid-Market, 32% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (3 reviews)
- Efficiency (3 reviews)
- AI Technology (2 reviews)
- Artificial Intelligence (2 reviews)
- Content Library (2 reviews)

**Cons:**

- Inefficient Search Functionality (3 reviews)
- Formatting Issues (2 reviews)
- Inadequate Filtering (2 reviews)
- Inadequate Search Functionality (2 reviews)
- Ineffective Search Functionality (2 reviews)

  ### 18. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews)
  Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 181

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies)
- **Company Website:** https://www.quotewerks.com
- **Year Founded:** 1993
- **HQ Location:** Orlando, FL
- **Twitter:** @QuoteWerks (1,134 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (47 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** President, Owner
  - **Top Industries:** Information Technology and Services, Computer Networking
  - **Company Size:** 73% Small-Business, 18% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (15 reviews)
- Efficiency (10 reviews)
- Templates (9 reviews)
- Efficiency Improvement (8 reviews)
- Integrations (8 reviews)

**Cons:**

- Poor Interface Design (4 reviews)
- Complex Setup (3 reviews)
- Dated Interface (2 reviews)
- Expensive (2 reviews)
- Billing Issues (1 reviews)

  ### 19. [XaitPorter](https://www.g2.com/products/xaitporter/reviews)
  XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 51

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Xait](https://www.g2.com/sellers/xait)
- **Year Founded:** 2000
- **HQ Location:** Sandnes, Norway
- **Twitter:** @xaitgroup (703 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/110126/ (96 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Oil & Energy, Computer Software
  - **Company Size:** 57% Mid-Market, 31% Enterprise


  ### 20. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews)
  How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 449

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Relayto](https://www.g2.com/sellers/relayto)
- **Year Founded:** 2023
- **HQ Location:** San Francisco , California
- **Twitter:** @relayter (2,207 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/relayto/ (48 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Student, Executive Assistant
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 61% Small-Business, 24% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (118 reviews)
- Features (71 reviews)
- User Interface (64 reviews)
- Quality (63 reviews)
- Easy Creation (62 reviews)

**Cons:**

- Learning Curve (58 reviews)
- Learning Difficulty (50 reviews)
- Steep Learning Curve (42 reviews)
- Initial Difficulty (34 reviews)
- Initial Usage Difficulty (18 reviews)

  ### 21. [ClientPoint](https://www.g2.com/products/clientpoint/reviews)
  Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 198

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [ClientPoint](https://www.g2.com/sellers/clientpoint)
- **Year Founded:** 2009
- **HQ Location:** Carlsbad, CA
- **Twitter:** @ClientPoint (115 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/clientpoint/ (24 employees on LinkedIn®)
- **Phone:** -9234

**Reviewer Demographics:**
  - **Who Uses This:** Business Development Manager, Business Development Executive
  - **Top Industries:** Facilities Services, Security and Investigations
  - **Company Size:** 34% Mid-Market, 33% Enterprise


#### Pros & Cons

**Pros:**

- AI Technology (1 reviews)
- Client Management (1 reviews)
- Customer Success (1 reviews)
- Document Management (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Performance Issues (1 reviews)
- Saving Issues (1 reviews)
- Slow Loading (1 reviews)
- Slow Performance (1 reviews)
- Upload Issues (1 reviews)

  ### 22. [Inventive.AI](https://www.g2.com/products/inventive-ai/reviews)
  Inventive AI is the fastest growing AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see \> 70% efficiency in response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 99

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Inventive](https://www.g2.com/sellers/inventive)
- **Company Website:** https://www.inventive.ai
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/inventive-ai/ (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Biotechnology
  - **Company Size:** 66% Mid-Market, 18% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (57 reviews)
- Efficiency (50 reviews)
- Time-saving (32 reviews)
- Consistency in Responses (29 reviews)
- Intuitive (27 reviews)

**Cons:**

- Insufficient Analytics (21 reviews)
- Poor Reporting (17 reviews)
- Lack of Clarity (8 reviews)
- Missing Features (5 reviews)
- Access Management (4 reviews)

  ### 23. [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews)
  Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 50

**User Satisfaction Scores:**

- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.4/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 7.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Tacton](https://www.g2.com/sellers/tacton)
- **Year Founded:** 1998
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @TactonSystems (1,184 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/43155/ (248 employees on LinkedIn®)
- **Phone:** +46 (0) 8 690 07 50

**Reviewer Demographics:**
  - **Top Industries:** Mechanical or Industrial Engineering, Industrial Automation
  - **Company Size:** 63% Enterprise, 19% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Easy Integrations (1 reviews)
- Flexibility (1 reviews)
- Implementation Ease (1 reviews)
- Integrations (1 reviews)

**Cons:**

- Dependency Issues (1 reviews)
- Expensive (1 reviews)
- Learning Curve (1 reviews)
- Limited Customization (1 reviews)
- Poor Interface Design (1 reviews)

  ### 24. [Oneflow](https://www.g2.com/products/oneflow/reviews)
  Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 360

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow)
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @oneflowcom (260 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3504313/ (161 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Konsultchef
  - **Top Industries:** Staffing and Recruiting, Computer Software
  - **Company Size:** 43% Small-Business, 43% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (27 reviews)
- Intuitive (14 reviews)
- Efficiency (12 reviews)
- Contract Management (8 reviews)
- Customer Support (8 reviews)

**Cons:**

- Missing Features (12 reviews)
- Document Management (5 reviews)
- Limited Customization (5 reviews)
- Expensive (4 reviews)
- Feature Usability (4 reviews)

  ### 25. [Qwilr](https://www.g2.com/products/qwilr/reviews)
  Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 873

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr)
- **Company Website:** https://qwilr.com
- **Year Founded:** 2014
- **HQ Location:** Redfern, New South Wales
- **Twitter:** @Qwilr (2,513 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5173204/ (101 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, CEO
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 81% Small-Business, 15% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (99 reviews)
- Simple (53 reviews)
- Customer Support (50 reviews)
- Templates (50 reviews)
- Easy Setup (49 reviews)

**Cons:**

- Limited Customization (26 reviews)
- Difficult Editing (18 reviews)
- Missing Features (18 reviews)
- Integration Issues (17 reviews)
- Limited Features (16 reviews)



## Parent Category

[Quote Management Software](https://www.g2.com/categories/quote-management)



## Related Categories

- [Contract Management Software](https://www.g2.com/categories/contract-management)
- [CPQ Software](https://www.g2.com/categories/cpq)
- [E-Signature Software](https://www.g2.com/categories/e-signature)



---

## Buyer Guide

### 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.




---
## Frequently Asked Questions

### How can proposal software improve my team's efficiency?

Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement.



### How do I evaluate the ROI of investing in proposal software?

To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI.



### How do pricing models vary across different proposal software solutions?

Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market.



### How do proposal software solutions handle compliance and security?

Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software.



### How do user reviews reflect the reliability of proposal software?

User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings.



### How scalable is proposal software for growing businesses?

Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions.



### What are common user experiences with proposal software?

Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality.



### What are the best practices for implementing proposal software in my organization?

To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes.



### What are the key features to look for in proposal software?

Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation.



### What are the most common use cases for proposal software?

Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals.



### What integrations should I consider for my proposal software?

When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration.



### What support options are typically available for proposal software users?

Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others.