# Best Proposal Software - Page 11

## 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**

### altaFlow

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

[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=2026-08-03T10%3A02%3A56Z&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=116146&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%3D11%26post_lead_product%3Drfp360&secure%5Btoken%5D=76c397de71f3436cc4ac75e92888349a25734062bf586afdfc202d288adbbaef&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo)

### [Netformx SalesXpert](https://www.g2.com/products/netformx-salesxpert/reviews)

Create IT Sales proposals remotely! With Netformx SalesXpert you can quickly and easily create validated and complete multi-vendor configurations and proposals that can be accurately deployed, thus increasing customer satisfaction. SalesXpert provides an interactive user experience for users to create and configure customer-specific proposals with a single system. The SalesXpert SaaS application seamlessly links customer information and configuration proposals by interfacing with CRM and other external systems. Quick proposal configuration - Following a simple workflow, you can select products from a variety of manufacturers, configure them accurately, and create a dynamic Bill of Materials (BOM) that updates automatically in real-time as you make changes. SalesXpert also suggests alternate products that can increase a deal’s profitability. The simplified configuration experience provides automatic validation and error correction of projects based on multi-vendor configuration rules maintained by Netformx KnowledgeXpert™. Projects can be shared between SalesXpert and Netformx DesignXpert® users. With Netformx SalesXpert you can: - Win more deals by quickly creating customer-specific, validated configurations, proposals, and BOMs, even at the customer site - Increase efficiency by eliminating the need to search, access, and manually integrate content from many vendor and internal systems - Increase accuracy and eliminate the need for specialized vendor product training - Accelerate profitability and achieve higher margins by incorporating your own value-add products and services - Maximize the benefits from vendor promotions and incentives

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Netformx SalesXpert?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Netformx SalesXpert?

- **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% Large

#### What Are Recent G2 Reviews of Netformx SalesXpert?

**["NetformX Review"](https://www.g2.com/survey_responses/netformx-salesxpert-review-896817)**

**Rating:** 4.5/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/netformx-salesxpert-review-896817)

#### What Are G2 Users Discussing About Netformx SalesXpert?

- [What is Netformx SalesXpert used for?](https://www.g2.com/discussions/what-is-netformx-salesxpert-used-for)

### [Online Proposal Software](https://www.g2.com/products/online-proposal-software/reviews)

Quotegine is an online tool that enables you to create dynamic and professional business proposals. Quotegine proposals are much more powerful than a standard Word document. They are easier to create, have more features, are interactive and provide trackable results. Quotegine allows for team collaboration on sales proposals as well.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Online Proposal Software?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Online Proposal Software?

- **Seller:** [Quotegine](https://www.g2.com/sellers/quotegine)
- **Year Founded:** 2011
- **HQ Location:** Troy, US
- **Twitter:** @Quotegine  
464 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e63d2984a7a61134451b17c6d334492afe1ee50fd2d6dc500896014649cbce78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotegine&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About Online Proposal Software?

- [What is Online Proposal Software used for?](https://www.g2.com/discussions/online-proposal-software-what-is-online-proposal-software-used-for)
- [What is Online Proposal Software used for?](https://www.g2.com/discussions/what-is-online-proposal-software-used-for)

### [Osmosis](https://www.g2.com/products/osmosis/reviews)

Capture online CPD learning All reading one click away for your GP appraisal Makes a doctor’s life easier

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Osmosis?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Template Creation and Flexibility:** 3.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 3.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Osmosis?

- **Seller:** [Osmosis](https://www.g2.com/sellers/osmosis)
- **Year Founded:** 2012
- **HQ Location:** N/A
- **Twitter:** @osmosisme  
135 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd313e03c043da63429e8ce40094e2b05be86ce049277a9bf8102c8485a6aae6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fosmosis-innovations-ltd&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of Osmosis?

**["Useful features, efficient but with some limitations of content"](https://www.g2.com/survey_responses/osmosis-review-607641)**

**Rating:** 4.5/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/osmosis-review-607641)

#### What Are G2 Users Discussing About Osmosis?

- [What is Osmosis used for?](https://www.g2.com/discussions/osmosis-what-is-osmosis-used-for)
- [What is Osmosis used for?](https://www.g2.com/discussions/what-is-osmosis-used-for)

### [PitchPortal](https://www.g2.com/products/pitchportal/reviews)

PitchPortal is a online tool that makes it easier than ever before to build pitches and presentations. No special training, no messing around with formatting, and powerful tools that use the latest content from your resource library.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate PitchPortal?

- **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 PitchPortal?

- **Seller:** [Intelligent Documents](https://www.g2.com/sellers/intelligent-documents)
- **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=2def240886110e450f2b86cc8f2233dba411f989d0f3ec8f3b0e3afbbff1f782&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintelligent-documents&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 PitchPortal?

**["Easy pitches"](https://www.g2.com/survey_responses/pitchportal-review-655319)**

**Rating:** 5.0/5.0 stars

_— Verified User in Public Policy_

[Read full review](https://www.g2.com/survey_responses/pitchportal-review-655319)

#### What Are G2 Users Discussing About PitchPortal?

- [What is PitchPortal used for?](https://www.g2.com/discussions/pitchportal-what-is-pitchportal-used-for)
- [What is PitchPortal used for?](https://www.g2.com/discussions/what-is-pitchportal-used-for)

### [PlayClay](https://www.g2.com/products/playclay/reviews)

PlayClay is an affordable and simple quoting tool designed by reps for reps and distributors, aimed at streamlining their quoting process. PlayClay Quoting Tool empowers sales reps and distributors to efficiently manage multiple price lists and send accurate, professional-looking quotes in no time.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate PlayClay?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 5.0/10 (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 PlayClay?

- **Seller:** [PlayClay](https://www.g2.com/sellers/playclay)
- **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 PlayClay?

**["Affordable Quoting Tools for Independent,Manufacturers Reps and Distributors"](https://www.g2.com/survey_responses/playclay-review-9445513)**

**Rating:** 5.0/5.0 stars

_— Verified User in Market Research_

[Read full review](https://www.g2.com/survey_responses/playclay-review-9445513)

### [Portal.io](https://www.g2.com/products/portal-io/reviews)

The Ultimate Sales Platform for Integrators Portal.io is a software tool built for professional integrators to help you reduce the friction in running your business – starting with an intuitive, beautifully designed proposal tool powered by a fully managed catalog of over 2 million industry products with real-time dealer pricing. Portal gives you everything you need to build accurate, beautiful proposals in a fraction of the time.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Portal.io?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Portal.io?

- **Seller:** [Portal.io](https://www.g2.com/sellers/portal-io)
- **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=50cf3db1d5fb596a09b05d488a6b50aec53ffd84ad2085cfa01e989c257e446c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fportalsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Portal.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **excellent communication features** of Portal.io, ensuring seamless updates throughout the proposal process.
- Users find Portal.io's **ease of use** invaluable, simplifying proposals and streamlining communication with clients.
- Users value the **easy setup** of Portal.io, streamlining product management and enhancing profitability effortlessly.
- Users value the **implementation ease** of Portal.io, enhancing efficiency and simplifying proposal management effortlessly.
- Users value the **real-time notifications** from Portal.io, keeping them informed throughout the proposal approval process.

#### What Are Recent G2 Reviews of Portal.io?

**["Get Portal. Win more jobs. Move on to bigger and better things"](https://www.g2.com/survey_responses/portal-io-review-12376590)**

**Rating:** 5.0/5.0 stars

_— Darryl C._

[Read full review](https://www.g2.com/survey_responses/portal-io-review-12376590)

### [Proposal Genie](https://www.g2.com/products/proposal-genie/reviews)

Proposal Genie is an AI-powered platform designed to assist freelancers in creating customized, professional proposals swiftly and efficiently. By leveraging advanced AI algorithms, it automates the proposal writing process, enabling users to generate tailored proposals based on job specifications and their professional profiles. This tool is particularly beneficial for freelancers applying for jobs on platforms like Upwork and Freelancer.com, as it enhances the chances of securing projects by producing personalized, high-quality proposals. Key Features and Functionality: - Automated Proposal Generation: Creates tailored proposals based on job specifications and user profiles, saving time and effort. - Customization Options: Allows users to personalize proposals to match specific job requirements, making them stand out from the competition. - Native-Level English Writing Assistance: Helps craft perfectly written proposals, even for non-native English speakers who may struggle with writing. - Comprehensive Dashboard: Offers a centralized view of all proposals and tracks success rates, enabling users to monitor their progress over time. - AI Cover Letter Generator: Provides a cutting-edge AI cover letter generator that creates customized cover letters reflecting unique skills and experience in seconds. Primary Value and User Solutions: Proposal Genie addresses the common challenges freelancers face in the proposal writing process by automating and optimizing it. It saves users significant time by generating high-quality proposals quickly, allowing them to focus more on their core work. The platform's easy customization ensures that each proposal aligns perfectly with job requirements, increasing the likelihood of winning projects. Additionally, its native-level English writing assistance ensures clear and professional communication, even for those whose first language isn't English. By streamlining the proposal creation process, Proposal Genie empowers freelancers to stand out from the crowd and secure more opportunities with ease.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal Genie?

- **Ease of Use:** 8.3/10 (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 Proposal Genie?

- **Seller:** [Proposal Genie](https://www.g2.com/sellers/proposal-genie)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d6bf95026889ca5d87e67d8e59fff450ab0ab375bf198176ad47be77821fc659&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fproposalgenie%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 Proposal Genie?

**["Solid tool to generate proposals MUCH faster!!"](https://www.g2.com/survey_responses/proposal-genie-review-8974550)**

**Rating:** 4.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/proposal-genie-review-8974550)

### [Proposal ID](https://www.g2.com/products/proposal-id/reviews)

The Proposal ID system is a document automation system that helps B2B (business-to-business) organisations run their businesses better by using a unique set of technologies and knowledge management practices to create intelligently designed documents.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal ID?

- **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposal ID?

- **Seller:** [Proposal ID](https://www.g2.com/sellers/proposal-id)
- **Year Founded:** 2011
- **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=f474c1b79f3e2ac822444dd08ac8ce5827d815d061e9375d32f8cbe714faf86d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproposal-id&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 Proposal ID?

**["great software"](https://www.g2.com/survey_responses/proposal-id-review-597841)**

**Rating:** 5.0/5.0 stars

_— Kristy G._

[Read full review](https://www.g2.com/survey_responses/proposal-id-review-597841)

#### What Are G2 Users Discussing About Proposal ID?

- [What is Proposal ID used for?](https://www.g2.com/discussions/what-is-proposal-id-used-for)

### [Proposal Manager](https://www.g2.com/products/proposal-manager/reviews)

Proposal Manager is a modular proposal management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal Manager?

- **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:** 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 Proposal Manager?

- **Seller:** [Coldwater Technology](https://www.g2.com/sellers/coldwater-technology)
- **Year Founded:** 2006
- **HQ Location:** Plano, US
- **Twitter:** @ColdwaterTech  
35 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1022511b1424e110bf96d7c665ed7d2ab00e5a4fb2774e6a32bc8b26c388b171&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoldwater-technology&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Proposal Manager?

**["Proposal manager review"](https://www.g2.com/survey_responses/proposal-manager-review-8282543)**

**Rating:** 5.0/5.0 stars

_— Sebastien M._

[Read full review](https://www.g2.com/survey_responses/proposal-manager-review-8282543)

### [Proposal Pad](https://www.g2.com/products/proposal-pad/reviews)

ProposalPad is a unique online proposal system developed for small business owners that makes it easy to create professional quality project proposals.

**Average Rating:** 2.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposal Pad?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Proposal Pad?

- **Seller:** [Proposal Pad](https://www.g2.com/sellers/proposal-pad)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are G2 Users Discussing About Proposal Pad?

- [What is Proposal Pad used for?](https://www.g2.com/discussions/proposal-pad-what-is-proposal-pad-used-for)
- [What is Proposal Pad used for?](https://www.g2.com/discussions/what-is-proposal-pad-used-for)

### [ProposalSmartz](https://www.g2.com/products/proposalsmartz/reviews)

Proposalsmartz provides proposal making software which helps in creating business, professional, client proposals.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate ProposalSmartz?

- **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:** 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 ProposalSmartz?

- **Seller:** [ProposalSmartz](https://www.g2.com/sellers/proposalsmartz)
- **HQ Location:** Rochester, NY
- **Twitter:** @Proposalsmartz  
30 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About ProposalSmartz?

- [What is ProposalSmartz used for?](https://www.g2.com/discussions/proposalsmartz-what-is-proposalsmartz-used-for)
- [What is ProposalSmartz used for?](https://www.g2.com/discussions/what-is-proposalsmartz-used-for)

### [Proposeful](https://www.g2.com/products/proposeful/reviews)

Proposeful helps freelancers and business create online proposals in just a few clicks.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Proposeful?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Proposeful?

- **Seller:** [Proposeful](https://www.g2.com/sellers/proposeful)
- **HQ Location:** 4465 pt
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b663f8e618edded5b8d0866c0d609bbb4089ba680b3d3ec7e0eb2955b45ecc19&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpropostas&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 Proposeful?

**["Simple Proposals"](https://www.g2.com/survey_responses/proposeful-review-529877)**

**Rating:** 4.5/5.0 stars

_— Erin M._

[Read full review](https://www.g2.com/survey_responses/proposeful-review-529877)

#### What Are G2 Users Discussing About Proposeful?

- [What is Proposeful used for?](https://www.g2.com/discussions/what-is-proposeful-used-for)

### [Propovio](https://www.g2.com/products/propovio/reviews)

Propovio is an AI-powered proposal and invoicing platform built for contractors. Generate professional, trade-specific proposals in under 60 seconds — just describe the job and let the AI handle the rest. Supports 25+ trades including roofing, plumbing, HVAC, electrical, landscaping, and more. Send proposals as polished PDFs, collect e-signatures, and convert to invoices in one click. Starts at $6/month

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Propovio?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Propovio?

- **Seller:** [Propovio](https://www.g2.com/sellers/propovio)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=367fbe09f275de98f0a9a3ff9527a64a5261d9f4ba92f92f13fd1a1707f1c459&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fpropovio%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 Propovio?

**["Strong Vertical Integration for a Smooth Workflow"](https://www.g2.com/survey_responses/propovio-review-12434257)**

**Rating:** 4.5/5.0 stars

_— David P._

[Read full review](https://www.g2.com/survey_responses/propovio-review-12434257)

### [Propoze](https://www.g2.com/products/propoze/reviews)

Propoze is a sales proposal software that streamlines the proposal creation process for businesses. The software allows users to draft professional proposals using a block-based builder and slick interface. Propoze aims to help small businesses, freelancers and agencies create customizable sales proposals tailored to their clients' needs. The software allows users to build proposals in their own style, currency and branding preferences to match their business needs. Users can create templates to save time on future proposals. The templates can be customized with images, layouts and content for each unique client proposal. Propoze also enables users to keep their proposals private through controlled sharing settings. Clients can easily view and accept proposals with one-click acceptance options. Key features include fast and simple proposal creation tools, customization options to match business branding, reusable templates that can be tailored for each client, private proposal sharing controls, and instant one-click proposal acceptance for clients. Propoze aims to simplify and streamline the proposal process for sales teams and creative businesses.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Propoze?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Propoze?

- **Seller:** [Propoze](https://www.g2.com/sellers/propoze)
- **Year Founded:** 2021
- **HQ Location:** N/A
- **Twitter:** @propozeapp  
478 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a321d50835f3ee42845c2b869554a9338fd9c5c37e50b80fc4c075d6e35d637e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpropozeapp%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 Propoze?

**["Propoze is a way to uplift your sales game"](https://www.g2.com/survey_responses/propoze-review-10350011)**

**Rating:** 4.5/5.0 stars

_— Andleeb A._

[Read full review](https://www.g2.com/survey_responses/propoze-review-10350011)

### [RealQTE](https://www.g2.com/products/realqte/reviews)

RealQTE is the all-in-one workspace designed to help solopreneurs, freelancers, and small business teams professionalize their workflows and win more jobs without corporate complexity. For many independent operators and growing service teams, the back-office is a jigsaw puzzle of scattered tools: collecting leads over WhatsApp, tracking clients in a notebook, formatting manual invoices in Word, and chasing payments via spreadsheets. Scattered tools lead to lost details and delayed revenue. RealQTE replaces this chaotic manual setup with a single, streamlined growth loop: Public Mini-Sites: Launch a polished, branded landing page where potential clients can view your services and submit quote requests directly. Integrated Lead Capture: Stop letting client enquiries slip through the cracks; incoming requests drop straight into your centralized dashboard. Simple CRM Pipeline: Easily track your customer interactions, monitor open quotes, manage project milestones, and know exactly who needs a follow-up. Lightning-Fast Quoting & Invoicing: Pull from saved product and customer details to build, send, and track stunning, professional PDF quotes and invoices right from your device in under 2 minutes. With RealQTE, you don't need a massive tech budget to look established, stay organized, and scale your business. Build your public profile, capture high-value leads, and streamline your entire invoicing workflow from start to finish.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate RealQTE?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind RealQTE?

- **Seller:** [RealQte](https://www.g2.com/sellers/realqte)
- **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 RealQTE?

**["A Game Changer for Small businesses"](https://www.g2.com/survey_responses/realqte-review-12912822)**

**Rating:** 5.0/5.0 stars

_— Herman T._

[Read full review](https://www.g2.com/survey_responses/realqte-review-12912822)

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Spotlight Categories

[Affiliate Marketing Software](https://www.g2.com/categories/affiliate-marketing)

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

[Background Check Software](https://www.g2.com/categories/background-check)

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[User Research Tools](https://www.g2.com/categories/user-research)

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.