# Best Proposal Software - Page 10 ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 293 ### Category Stats (Aug 2026) - **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,600+ Authentic Reviews - 293+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Proposal Software ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=19019&focus%5B%5D=6327) Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, Anchor, DealHub AI, 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=anchor-anchor&focus%5B%5D=dealhub-ai&focus%5B%5D=ignition) **Sponsored** ### RocketDocs 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-03T06%3A47%3A58Z&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=6311&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%3Fpage%3D10%26post_lead_product%3Drfp360&secure%5Btoken%5D=6eea52015ac860bf2e3fe275c7800a81d552c5c30597e2a7b712f7b2228c024a&secure%5Burl%5D=https%3A%2F%2Frocketdocs.com%2Flp%2Fbook-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks%26utm_content%3Dtopic-proposal&secure%5Burl_type%5D=custom_url) ### [Cuevr](https://www.g2.com/products/cuevr/reviews) Cuevr is a B2B sales proposal management software that helps commercial teams structure discovery processes, create qualified business proposals, and track prospect engagement through AI-powered analytics and automated design generation. The platform addresses a critical gap in the sales cycle: transforming unstructured meeting notes and discovery findings into professional, persuasive commercial proposals. Sales professionals in SMEs, agencies, and SaaS companies typically spend 2-3 hours manually creating proposals while struggling to ensure proper qualification. Cuevr reduces this time to 30 minutes through a three-phase workflow that enforces structured qualification, guides proposal creation, and provides actionable engagement insights. Core capabilities: - AI-powered qualification assessment that evaluates discovery completeness across 30 granular questions organized in four categories (budget, authority, need, timeline) - Notion-style proposal builder featuring 21 specialized business blocks with contextual recommendations based on qualification data - Automated design engine that generates professional layouts matching brand guidelines without requiring design skills - Real-time scoring system (0/60/100 scale) that identifies missing information and guides sales professionals through qualification gaps - Integration with multiple sales methodologies Business outcomes and value propositions: - 85% reduction in proposal creation time (from 3 hours to 30 minutes average) - Improved closing rates through enforced qualification processes that ensure only qualified opportunities receive proposals - Detailed engagement analytics tracking which sections prospects view, time spent, and interaction patterns - Actionable follow-up recommendations based on prospect behavior signals to reduce ghosting - Team performance dashboards providing managers visibility into proposal quality and conversion metrics - Cross-referencing between qualification data and proposal content for contextually relevant recommendations The system targets B2B organizations with 1-10 salespeople who need to professionalize their proposal process while maintaining control over methodology and brand consistency. Cuevr serves companies handling complex sales cycles requiring structured discovery and qualification before proposal creation. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Cuevr? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Cuevr? - **Seller:** [Cuevr](https://www.g2.com/sellers/cuevr) - **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=225c87806cf27a33dcae602a46f2784188bf62057e2d3fbcf4c6bb753710ddaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcuevr%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Cuevr? **["A real time and impact saver in my sales process!"](https://www.g2.com/survey_responses/cuevr-review-11972232)** **Rating:** 5.0/5.0 stars _— Emeline D._ [Read full review](https://www.g2.com/survey_responses/cuevr-review-11972232) ### [DocMaster Proposal Software](https://www.g2.com/products/docmaster-proposal-software/reviews) DocMaster Proposal Software is a product that details the communication between the buyer and the seller in product/goods purchase and sale transactions and presents offers in computer environment. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate DocMaster Proposal Software? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind DocMaster Proposal Software? - **Seller:** [Devsoft Information Technologies Ltd](https://www.g2.com/sellers/devsoft-information-technologies-ltd) - **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® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of DocMaster Proposal Software? **["Doc Master"](https://www.g2.com/survey_responses/docmaster-proposal-software-review-7334991)** **Rating:** 4.5/5.0 stars _— Can K._ [Read full review](https://www.g2.com/survey_responses/docmaster-proposal-software-review-7334991) ### [eProposal](https://www.g2.com/products/eproposal/reviews) eProposal is designed to meet your specific business needs, allowing you to focus on your goals, not mastering the technology behind it. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate eProposal? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind eProposal? - **Seller:** [eIntelli](https://www.g2.com/sellers/eintelli) - **HQ Location:** N/A - **Twitter:** @eIntelli 72 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=015a5541fa258d08a5f0da3b57a39e6fc4ef6966b41f682966b5307dec4199e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feintelligence-pvt.-ltd.&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of eProposal? **["Simple but Enticing!"](https://www.g2.com/survey_responses/eproposal-review-528743)** **Rating:** 5.0/5.0 stars _— Tyler R._ [Read full review](https://www.g2.com/survey_responses/eproposal-review-528743) ### [Estii](https://www.g2.com/products/estii/reviews) Estimation software for solution providers. Estii helps service businesses estimate, price and win more profitable business. Sales, solutions and delivery teams can collaborate on estimates in real-time, iterating on scope and schedule and exporting high quality commercial proposals in an instant. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Estii? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Estii? - **Seller:** [Estii](https://www.g2.com/sellers/estii) - **Year Founded:** 2021 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c921477ee65ef9c302b82c3892313aec2eb0fbf03009be88194d21406ab3c2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Festii&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Estii? **["A must have commercial tool for estimation"](https://www.g2.com/survey_responses/estii-review-8785721)** **Rating:** 5.0/5.0 stars _— Verified User in Broadcast Media_ [Read full review](https://www.g2.com/survey_responses/estii-review-8785721) ### [Estimo](https://www.g2.com/products/estimo/reviews) Estimo is RFP response and proposal creation software that streamlines your sales process by keeping all your sales data (estimates, clients, rate cards, products and project performance) in one place. With Estimo you can create, deliver and e-sign your proposals quickly and efficiently. Who uses Estimo? Anyone who sells products or services: account managers and business developers; marketing, digital, and creative agencies; builders, lawyers, freelancers, consultants, and event organisers… any business that need to create accurate, customised proposals and track projects profitability. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Estimo? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Estimo? - **Seller:** [Nitro Digital](https://www.g2.com/sellers/nitro-digital) - **Year Founded:** 2002 - **HQ Location:** London, GB - **Twitter:** @NitroDigital 1,536 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc532ec5eb67ec59cfb6a1fcb628f16a251c8d4cf6ebc9bf36ac4b2d0862595a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F658886&secure%5Burl_type%5D=linkedin_company_website) 39 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Estimo? **["Better Estimate"](https://www.g2.com/survey_responses/estimo-review-1871829)** **Rating:** 5.0/5.0 stars _— Habeeb A._ [Read full review](https://www.g2.com/survey_responses/estimo-review-1871829) #### What Are G2 Users Discussing About Estimo? - [What is Estimo used for?](https://www.g2.com/discussions/what-is-estimo-used-for) ### [Evenflow](https://www.g2.com/products/evenflow/reviews) Evenflow™ is the revolutionary solution for creating accurate quotes and custom proposals to fit with your current business needs. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Evenflow? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Evenflow? - **Seller:** [Evenflow](https://www.g2.com/sellers/evenflow) - **Year Founded:** 2012 - **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=6f10c0b99c8e603ddc9c6d4928c0ab79ce1277e9b4ae7ffd7e030a2c86a55325&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fevenflow-llc&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Evenflow? **["Unique"](https://www.g2.com/survey_responses/evenflow-review-621284)** **Rating:** 4.5/5.0 stars _— Verified User in Health, Wellness and Fitness_ [Read full review](https://www.g2.com/survey_responses/evenflow-review-621284) #### What Are G2 Users Discussing About Evenflow? - [What is Evenflow used for?](https://www.g2.com/discussions/what-is-evenflow-used-for) ### [Expedience Software](https://www.g2.com/products/expedience-software/reviews) Expedience Proposal Software automates sales proposals, RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, questionnaires, PPT presentations, and more. Based in MS Word, Expedience is the proposal software you already know how to use. For over 25 years, Expedience has helped sales and proposal writers create highly-tailored, branded, persuasive proposals. Expedience is the leading solution for financial and asset management, healthcare, legal, manufacturing, and technology organizations. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Expedience Software? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Expedience Software? - **Seller:** [Expedience Software](https://www.g2.com/sellers/expedience-software) - **Year Founded:** 2014 - **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=8a3d6b412215696718580b90edb4611f70a5ddca8ea954af82fdddf42eb6bbf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexpedience-software%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Expedience Software? **["Easy to use & seamless"](https://www.g2.com/survey_responses/expedience-software-review-1613212)** **Rating:** 4.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/expedience-software-review-1613212) #### What Are G2 Users Discussing About Expedience Software? - [What is Expedience Software used for?](https://www.g2.com/discussions/what-is-expedience-software-used-for) ### [GeoQuotes](https://www.g2.com/products/geoquotes/reviews) GeoQuotes is a robust quoting tool that supports all your quoting, and invoicing needs. Create quotes, track and monitor quotes for changes, customize layouts, store contact records, company records, set recurring quotes and expiry dates. In addition, Integrate with project management tools like Monday.com, CRM applications like SugarCRM as well as accounting tools like Quick Books. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate GeoQuotes? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind GeoQuotes? - **Seller:** [Eligeo CRM](https://www.g2.com/sellers/eligeo-crm) - **Year Founded:** 2008 - **HQ Location:** Vancouver, CA - **Twitter:** @eligeo 1,410 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f4a15a41061ea62239b6038582d8312bf51f529ad0e9136873c27334dd936a49&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feligeo-crm&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of GeoQuotes? **["when there is no second chance to make a first impression you must use Geoquotes."](https://www.g2.com/survey_responses/geoquotes-review-7474103)** **Rating:** 5.0/5.0 stars _— roni h._ [Read full review](https://www.g2.com/survey_responses/geoquotes-review-7474103) ### [Grizzly Quote](https://www.g2.com/products/grizzly-quote/reviews) Grizzly Quote's easy tools saves your company time and resources as well as getting you paid quickly. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Grizzly Quote? - **Ease of Use:** 5.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind Grizzly Quote? - **Seller:** [Grizzly Quote](https://www.g2.com/sellers/grizzly-quote) - **HQ Location:** Fargo, US - **Twitter:** @grizzlyquote 5 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9cf4f28337b2f0d0cbe1d264af9ee868fb2d0e45ecbf87cf7d2c69c011b1a867&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgrizzly-quote&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Grizzly Quote? **["Free webapp to keep track of money"](https://www.g2.com/survey_responses/grizzly-quote-review-1608996)** **Rating:** 4.5/5.0 stars _— Anchit M._ [Read full review](https://www.g2.com/survey_responses/grizzly-quote-review-1608996) #### What Are G2 Users Discussing About Grizzly Quote? - [What is Grizzly Quote used for?](https://www.g2.com/discussions/what-is-grizzly-quote-used-for) ### [Lancelot](https://www.g2.com/products/lancelot/reviews) Quickly and easily create professional proposals that represent your freelance offering with Lancelot. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Lancelot? - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind Lancelot? - **Seller:** [MarketBranch](https://www.g2.com/sellers/marketbranch) - **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® #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of Lancelot? **["Easy way to create proposals"](https://www.g2.com/survey_responses/lancelot-review-9843594)** **Rating:** 4.0/5.0 stars _— Maria B._ [Read full review](https://www.g2.com/survey_responses/lancelot-review-9843594) ### [MagProject](https://www.g2.com/products/magproject/reviews) Mag sales is an enterprise-level solution for project-based businesses involved in long sales processes -- Mag sales provides a solid project knowledge backbone and unique proposal generation and tracking solutions for complex sales management. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate MagProject? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind MagProject? - **Seller:** [Magsoft International](https://www.g2.com/sellers/magsoft-international) - **HQ Location:** Carson City, NV - **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® #### Who Uses This Product? - **Company Size:** 100% Large ### [Meridian for Proposal Teams](https://www.g2.com/products/meridian-for-proposal-teams/reviews) Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance Search and Publish to reusable content libraries Work on Proposal Volumes in a collaborative workspace Build and manage virtual teams Common document formatting Accountability with checks and balances **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Meridian for Proposal Teams? - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Meridian for Proposal Teams? - **Seller:** [XRSolutions](https://www.g2.com/sellers/xrsolutions) - **Year Founded:** 2002 - **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=b78a325d16684dcf6f43c83249b168d1a2dffaf3e58714cb0808ff1e4f2bd228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxrsolutions&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of Meridian for Proposal Teams? **["I have been using this product for \>6 years"](https://www.g2.com/survey_responses/meridian-for-proposal-teams-review-42784)** **Rating:** 5.0/5.0 stars _— Patti C._ [Read full review](https://www.g2.com/survey_responses/meridian-for-proposal-teams-review-42784) #### What Are G2 Users Discussing About Meridian for Proposal Teams? - [What is Meridian for Proposal Teams used for?](https://www.g2.com/discussions/what-is-meridian-for-proposal-teams-used-for) ### [Meridian for RFP Analysis](https://www.g2.com/products/meridian-for-rfp-analysis/reviews) Meridian RFP Analysis automates the identification of RFx requirements, builds proposal outlines compliant with the RFx instructions, and aligns additional requirements to each section. It includes features designed to expedite the development of proposals in response to complex RFPs, with the main goal of making the management of potentially hundreds of requirements easier for proposal professionals. Report capabilities include exporting cross-reference and compliance matrices to MS Excel, as well as annotated outlines to MS Word. This provides stakeholders with the necessary tools to produce responses and confirm compliance. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Meridian for RFP Analysis? - **Ease of Use:** 1.7/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Meridian for RFP Analysis? - **Seller:** [XRSolutions](https://www.g2.com/sellers/xrsolutions) - **Year Founded:** 2002 - **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=b78a325d16684dcf6f43c83249b168d1a2dffaf3e58714cb0808ff1e4f2bd228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxrsolutions&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are G2 Users Discussing About Meridian for RFP Analysis? - [What is Meridian for RFP Analysis used for?](https://www.g2.com/discussions/what-is-meridian-for-rfp-analysis-used-for) ### [Mon devis facile](https://www.g2.com/products/mon-devis-facile/reviews) MonDevisFacile est un logiciel en ligne pensé pour les artisans, auto-entrepreneurs et petites entreprises qui souhaitent gagner du temps dans la création de leurs devis. Accessible depuis n’importe quel appareil, il permet de réaliser des devis clairs, professionnels et personnalisés en quelques clics. Avec MonDevisFacile, vous centralisez la gestion de vos clients, vos prestations et vos tarifs pour générer des documents sans erreurs et adaptés à votre activité. L’interface intuitive rend la prise en main immédiate, même pour les utilisateurs peu à l’aise avec l’informatique. Le logiciel est conçu pour s’adapter à tous les métiers du bâtiment, de l’artisanat et des services. Grâce à ses fonctionnalités de suivi, vous savez à tout moment où en sont vos devis et vous améliorez votre réactivité auprès de vos clients. MonDevisFacile est l’outil idéal pour simplifier votre administratif, valoriser votre savoir-faire et consacrer plus de temps à votre métier. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Mon devis facile? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Mon devis facile? - **Seller:** [Kezako](https://www.g2.com/sellers/kezako) - **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® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Mon devis facile? **["Super simple and effective"](https://www.g2.com/survey_responses/mon-devis-facile-review-11626121)** **Rating:** 5.0/5.0 stars _— Arthur L._ [Read full review](https://www.g2.com/survey_responses/mon-devis-facile-review-11626121) ### [Netformx DesignXpert](https://www.g2.com/products/netformx-designxpert/reviews) Netformx DesignXpert®, is a global leader in enterprise technology design and proposal generation, gives you the power to overcome those challenges. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Netformx DesignXpert? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind Netformx DesignXpert? - **Seller:** [Netformx](https://www.g2.com/sellers/netformx) - **Year Founded:** 1994 - **HQ Location:** San Jose, US - **Twitter:** @Netformx 243 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=71a17d553f539fdb4012b3cf83c166c6c8125da89e0824ce378c146c86070288&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnetformx%2F&secure%5Burl_type%5D=linkedin_company_website) 44 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Netformx DesignXpert? **["Netformx DesignXpert Review - Go to tool for Network Engineers and Solution Architects"](https://www.g2.com/survey_responses/netformx-designxpert-review-4447967)** **Rating:** 4.5/5.0 stars _— Thatayaone M._ [Read full review](https://www.g2.com/survey_responses/netformx-designxpert-review-4447967) #### What Are G2 Users Discussing About Netformx DesignXpert? - [What is Netformx DesignXpert used for?](https://www.g2.com/discussions/what-is-netformx-designxpert-used-for) - [‹ Prev‹ Prev](/categories/proposal?order=g2_score&page=9&post_lead_product=rfp360#product-list) - [1](/categories/proposal?order=g2_score&post_lead_product=rfp360#product-list) - [2](/categories/proposal?order=g2_score&page=2&post_lead_product=rfp360#product-list) - … - [6](/categories/proposal?order=g2_score&page=6&post_lead_product=rfp360#product-list) - [7](/categories/proposal?order=g2_score&page=7&post_lead_product=rfp360#product-list) - [8](/categories/proposal?order=g2_score&page=8&post_lead_product=rfp360#product-list) - [9](/categories/proposal?order=g2_score&page=9&post_lead_product=rfp360#product-list) - 10 - [11](/categories/proposal?order=g2_score&page=11&post_lead_product=rfp360#product-list) - [12](/categories/proposal?order=g2_score&page=12&post_lead_product=rfp360#product-list) - [13](/categories/proposal?order=g2_score&page=13&post_lead_product=rfp360#product-list) - [14](/categories/proposal?order=g2_score&page=14&post_lead_product=rfp360#product-list) - … - [19](/categories/proposal?order=g2_score&page=19&post_lead_product=rfp360#product-list) - [20](/categories/proposal?order=g2_score&page=20&post_lead_product=rfp360#product-list) - [Next ›Next ›](/categories/proposal?order=g2_score&page=11&post_lead_product=rfp360#product-list) Spotlight Categories [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) [Live Chat Software](https://www.g2.com/categories/live-chat) [Generative AI Infrastructure Software](https://www.g2.com/categories/generative-ai-infrastructure) [Partner Relationship Management (PRM) Software](https://www.g2.com/categories/partner-relationship-management-prm) [Chatbots Software](https://www.g2.com/categories/chatbots) 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.