# Best Proposal Software - Page 12 ## 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=2026-08-03T00%3A30%3A07Z&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%3D12%26post_lead_product%3Drfp360&secure%5Btoken%5D=2e283aab723fcdaded92b68b4c8924383da48a998742ca9a7826c9c65ac9837c&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) ### [RFP Manager Software](https://www.g2.com/products/rfp-manager-software/reviews) TAS has extensive responsibility experience in analyzing business requirements, developing the RFP specifications and requirements, setting tasks and duties for the project team, reviewing and scoring vendor proposals, working as a member of the contract negotiation team and assuring vendor compliance with contracts. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate RFP Manager Software? - **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 RFP Manager Software? - **Seller:** [Technical Acquisition Specialists](https://www.g2.com/sellers/technical-acquisition-specialists) - **HQ Location:** Manchester, CT - **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:** 50% Small #### What Are Recent G2 Reviews of RFP Manager Software? **["CRO"](https://www.g2.com/survey_responses/rfp-manager-software-review-6715139)** **Rating:** 4.5/5.0 stars _— Jody S._ [Read full review](https://www.g2.com/survey_responses/rfp-manager-software-review-6715139) **["Great for bringing in Leads "](https://www.g2.com/survey_responses/rfp-manager-software-review-1893083)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/rfp-manager-software-review-1893083) #### What Are G2 Users Discussing About RFP Manager Software? - [What is RFP Manager Software used for?](https://www.g2.com/discussions/what-is-rfp-manager-software-used-for) ### [Routzy](https://www.g2.com/products/routzy/reviews) Routzy is an acclaimed iPad CRM app that squeezes the functionality of several specialized business programs into one centralized, do-it-all sales center. This mobile, agile app helps you turn leads into customers on the go. Make your sales in the field with nothing more than your iPad! From forms to sales calls and from quotes to routing, Routzy does it all. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Routzy? - **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 Routzy? - **Seller:** [Coalesce Software](https://www.g2.com/sellers/coalesce-software-be344c7c-d667-46e7-be79-3cf348c462da) - **Year Founded:** 2010 - **HQ Location:** N/A - **Twitter:** @RoutzyApp 80 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 Routzy? - [What is Routzy used for?](https://www.g2.com/discussions/what-is-routzy-used-for) ### [Salesbuildr](https://www.g2.com/products/salesbuildr/reviews) Salesbuildr is a web based quoting tool and self service storefront that deeply integrates with Autotask PSA and a large selection of European distributors. It enables your team to create great looking quotes in minutes, while automating large parts of daily workflows. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Salesbuildr? - **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 Salesbuildr? - **Seller:** [Salesbuildr](https://www.g2.com/sellers/salesbuildr) - **Year Founded:** 2019 - **HQ Location:** Amsterdam, NL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d565710eab228ae593f6b3f853f64c3a6fc05c342a204e98d85cd1f880bb0bc6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesbuildr&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Salesbuildr? **["MSP tasks done quick and easy"](https://www.g2.com/survey_responses/salesbuildr-review-7739654)** **Rating:** 4.5/5.0 stars _— Pepijn V._ [Read full review](https://www.g2.com/survey_responses/salesbuildr-review-7739654) ### [SalesDoc Architect](https://www.g2.com/products/salesdoc-architect/reviews) SalesDoc Architect (SDA) is software that is tightly integrated with MS Office and allows users to quickly configure price complex solutions and easily produce professional proposals, SOWs, RFP responses and other client-facing documents. Automated Solution Configuration Using rules and workflows, SDA automates complex solution configuration of equipment and services based on each customer’s unique requirements. • Auto-configure products and services based on user inputs • Override and adjust auto-calculated product and service quantities, and add “write-in” items • Break out optional-purchase items • Calculate pricing on configured items using a variety of approaches Workflow that Optimizes Profitability SDA utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration and also “calculate” content for output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions. Automated Document Generation SDA builds and generates various outputs based on the configured solution. Proposal, statement of work, RFP responses and other document content is auto-generated based on the configured equipment and services part numbers. Also, customer answers to qualification and discovery questions, user inputs and workflow rules can drive document content to include in output documents such as: • Discovery memos that confirm customer requirements • Executive summaries that address how the proposed solution addresses the customer’s needs • Proposals that win more deals • Statements of Work that clearly set customer expectations • Implementation documents that define exactly what the implementation team needs to deliver Content Management and Automation Document content is stored and managed in the SDA Library Manager. Products and services are managed in SDA’s Part Master and can be associated with document content so that the content is auto-included in proposals, statements of work and other outputs. Management and Reporting with SDA Dashboard Our browser-based SDA Dashboard provides file management and sales and management all from one view. The Dashboard shows the quoted activities within the sales pipeline – and at what stages – and provides the launching point for creating and updating quotes. The Dashboard houses all your reporting needs, allowing you to: filter quote and opportunity data, forecast sales, export data to Excel for reporting, and create customized views of quote and opportunity data. Mobile and Offline Access SDA is comprised of both desktop and cloud components. The desktop components include Microsoft Excel and Word. We’ve architected SDA so that many tasks can be accomplished offline, including quote creation, product/service configuration and document generation. Once a user is back online with the internet, quote and output files are automatically pushed to central locations – including Microsoft SharePoint, network drives or cloud drives – and quote/opportunity data is pushed to the cloud-based SDA Dashboard. Mobile devices such as smartphones and tablets can be used to access and use the SDA Dashboard, or to manage quote files and document outputs in SharePoint. Integrated with Familiar Tools SDA integrates with Microsoft SharePoint, DocuSign, and Salesforce. We also can integrate with manufacturer and distributor tools for importing pricing and configurations, CRMs, back office solutions utilizing export functionality and custom direct integrations. Updateable and Customizable SDA’s modularity makes it easy to update and refine. Each SDA component can be updated independently of the other, allowing subject-matter experts to make changes to appropriate content modules. These can then be assembled together just before a combined update is distributed to users. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate SalesDoc Architect? - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) #### Who Is the Company Behind SalesDoc Architect? - **Seller:** [Cors Productivity Solutions](https://www.g2.com/sellers/cors-productivity-solutions) - **Year Founded:** 2003 - **HQ Location:** Reston, US - **Twitter:** @CorsPro 158 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9b7a31fbbbdc48816726ad5600ffd806cd2e9055231fc19295cc0741b91503e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorspro&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Do G2 Reviewers Say About SalesDoc Architect? _AI-generated summary from verified user reviews_ ##### Pros - Users find SalesDoc Architect to be **user-friendly and well-structured** , enhancing their overall experience and productivity. - Users value the **efficiency** of SalesDoc Architect, praising its organized and structured design. - Users appreciate the **organized and structured design** of SalesDoc Architect, enhancing their overall experience and productivity. ##### Cons - Users find it **difficult to learn** SalesDoc Architect initially, which can hinder their early experience with the tool. - Users find the **initial usage difficulty** of SalesDoc Architect can be a barrier to getting started effectively. - Users find the **learning curve** for SalesDoc Architect challenging during the initial days of use. #### What Are Recent G2 Reviews of SalesDoc Architect? **["To sort things out in a more organised way - the tool is helpful"](https://www.g2.com/survey_responses/salesdoc-architect-review-7947382)** **Rating:** 4.0/5.0 stars _— Isha M._ [Read full review](https://www.g2.com/survey_responses/salesdoc-architect-review-7947382) ### [Salesproposals.com](https://www.g2.com/products/salesproposals-com/reviews) This solution is ideal for sales professionals that want to spend more time selling and closing deals and less time authoring documents. If you are tired of searching through old documents for the best content, tired of cutting and pasting, and tired of struggling with formatting problems, then our Internet-based system, Sales Document Builder, is the perfect solution for you. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Salesproposals.com? - **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 Salesproposals.com? - **Seller:** [Salesproposals.com](https://www.g2.com/sellers/salesproposals-com) - **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 Salesproposals.com? **["Making the complex simple"](https://www.g2.com/survey_responses/salesproposals-com-review-220044)** **Rating:** 4.5/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/salesproposals-com-review-220044) #### What Are G2 Users Discussing About Salesproposals.com? - [What is Salesproposals.com used for?](https://www.g2.com/discussions/what-is-salesproposals-com-used-for) ### [Shred.ai](https://www.g2.com/products/shred-ai/reviews) Shred.ai is a proposal management tool that helps AEC firms work with RFPs more efficiently. It allows teams to upload past proposals into a searchable library, use AI to extract requirements from new RFPs, and connect relevant project data, resumes, and assets from OpenAsset. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Shred.ai? - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) #### Who Is the Company Behind Shred.ai? - **Seller:** [OpenAsset](https://www.g2.com/sellers/openasset) - **Year Founded:** 2002 - **HQ Location:** New York, NY - **Twitter:** @OpenAsset 1,153 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7f9e161767d322ff89f7525842ac87972355d82e1dc7bda648103a728a9eac3b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fopenasset&secure%5Burl_type%5D=linkedin_company_website) 124 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Shred.ai? **["Centralized Proposal Management That Makes Collaboration Easy"](https://www.g2.com/survey_responses/shred-ai-review-12461685)** **Rating:** 5.0/5.0 stars _— Kevin B._ [Read full review](https://www.g2.com/survey_responses/shred-ai-review-12461685) ### [WBudget](https://www.g2.com/products/wbudget/reviews) WBudget is an advanced, cloud-based sales proposal and quoting platform designed to centralize, automate, and optimize the entire commercial lifecycle for businesses seeking efficiency and standardization. Positioned at the intersection of Proposal Management and CRM software, the solution is ideal for sales teams, service providers, and organizations managing complex commercial workflows. The system allows companies to transcend traditional, static document models by offering a unified environment where the creation, delivery, and negotiation of proposals occur in an integrated manner, monitored in real-time to ensure no opportunity is lost. The core strength of WBudget lies in its unique blend of flexibility and data processing power. Unlike simple document generators, the platform enables the configuration of structured data fields and the application of mathematical expressions for pricing, eliminating manual errors and ensuring precision in quotes that require dynamic variables. Furthermore, WBudget incorporates robust CRM intelligence, allowing managers to track the status of every negotiation, organize client interaction history, and maintain visual and strategic consistency across the entire sales operation. As a modern SaaS solution, WBudget fosters seamless team collaboration while significantly enhancing the end-customer experience. Proposals can be shared via trackable web links or exported as professional PDFs, allowing clients to view and approve documents digitally, which drastically accelerates the time-to-close. Through workflow automation features and integrations via API or webhooks, the system removes repetitive tasks and centralizes version management. Ultimately, WBudget serves as a strategic tool for organizations looking to scale their sales operations, reducing manual effort while increasing the predictability and conversion rates of their commercial funnel. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate WBudget? - **Ease of Use:** 6.7/10 (Category avg: 8.9/10) #### Who Is the Company Behind WBudget? - **Seller:** [WLabs](https://www.g2.com/sellers/wlabs) - **Year Founded:** 2020 - **HQ Location:** Brasil, BR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c39bd7c7d88933a24d6ca6a40ac071032780af650c9eb04fbd15bf727f65384a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwlabs%2F&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 WBudget? **["WBudget: Simple, Effortless Daily Expense Tracking That Keeps My Goals on Track"](https://www.g2.com/survey_responses/wbudget-review-13048783)** **Rating:** 4.5/5.0 stars _— Rigers S._ [Read full review](https://www.g2.com/survey_responses/wbudget-review-13048783) ### [XfilesPro](https://www.g2.com/products/xfilespro/reviews) Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com **Average Rating:** 4.8/5.0 **Total Reviews:** 71 #### How Do G2 Users Rate XfilesPro? - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 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 XfilesPro? - **Seller:** [XfilesPro Labs](https://www.g2.com/sellers/xfilespro-labs-5addd155-67ba-45b3-8061-f3850daec1a2) - **Company Website:** www.xfilespro.com - **Year Founded:** 2010 - **HQ Location:** Bangalore, IN - **Twitter:** @xfiles\_pro 709 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f404d756c8854115db4166aebb7493163ca0d4b51a1c77934c37d59d983a1a52&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxfilespro%2F&secure%5Burl_type%5D=linkedin_company_website) 67 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Insurance - **Company Size:** 31% Small, 22% Medium #### What Do G2 Reviewers Say About XfilesPro? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **excellent customer support** of XfilesPro, resolving issues quickly and efficiently, often the same day. - Users love the **ease of use** of XfilesPro, appreciating the quick access and user-friendly design. - New users find XfilesPro's **easy setup** impressive, making integration with Sharepoint a seamless experience. - Users enjoy the **easy integration** of XfilesPro with Salesforce and SharePoint, enhancing their document management experience. - Users highlight the **reliability** of XfilesPro, ensuring consistent performance and excellent support that exceeds expectations. ##### Cons - Users experience **access limitations** due to outdated Salesforce storage, complicating workflows despite reliable support from XfilesPro. - Users face **difficult editing** due to access limitations, needing to switch to SharePoint for file modifications. - Users find the **difficult setup** of XfilesPro challenging, often requiring assistance despite helpful support from the team. - Users find the **documentation hard to navigate** , preferring more accessible online resources for better usability. - Users find the **lack of guidance** challenging, particularly with setup and navigating documentation effectively. #### What Are Recent G2 Reviews of XfilesPro? **["A Great Product Backed by an Outstanding Support Team"](https://www.g2.com/survey_responses/xfilespro-review-13071279)** **Rating:** 5.0/5.0 stars _— Verified User in Health, Wellness and Fitness_ [Read full review](https://www.g2.com/survey_responses/xfilespro-review-13071279) **["Attentive Onboarding, Intuitive Setup, and Always-Available Support"](https://www.g2.com/survey_responses/xfilespro-review-12315055)** **Rating:** 5.0/5.0 stars _— Verified User in Consulting_ [Read full review](https://www.g2.com/survey_responses/xfilespro-review-12315055) #### What Are G2 Users Discussing About XfilesPro? - [What is XfilesPro used for?](https://www.g2.com/discussions/what-is-xfilespro-used-for) ### [123PAS](https://www.g2.com/products/123pas/reviews) 123Proposal Automation Software, Inc. (123PAS.com) specializes in Proposal Automation. 123Proposal has designed tools that work with the Microsoft® Office Suite, specifically, Word and Excel, to Automate Critical Parts of the Proposal Process. #### Who Is the Company Behind 123PAS? - **Seller:** [123Proposal Automation Software](https://www.g2.com/sellers/123proposal-automation-software) - **Year Founded:** 2013 - **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=4d3d650d08ec9f50687373cce85d17cbd80deead353d5458e4baf50c957a13ac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F123-proposal-automation-software-pas-&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [1ClickBusiness](https://www.g2.com/products/1clickbusiness/reviews) 1ClickBusiness is an online business proposal and invoicing software. #### Who Is the Company Behind 1ClickBusiness? - **Seller:** [1ClickBusiness](https://www.g2.com/sellers/1clickbusiness) - **Year Founded:** 2010 - **HQ Location:** N/A - **Twitter:** @1ClickBusiness1 170 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e4b08a333b39eebf62e40428acb5f7f2c1cb62fac88e8a931b82972ebdf2b250&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2598099&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Acquirell](https://www.g2.com/products/acquirell/reviews) Acquirell is a procurement technology suite solution tailored to Small and Mid-Market businesses that allows increasing the real value through the procurement process automation within one system. The product solves the following problems that SMB faces in terms of procurement: \*Inability to manage the procurement process with traditional tools like Excel and paper sheets. \*Inability to manage company’s purchasing requirements due to complexed approval processes. \*Significant time waste due to manual execution of all procurement processes including sourcing events. \*Miscommunication within a company and with the suppliers due to inconvenient use of various communication channels. Acquirell possesses the following modules that allow to solve problems mentioned above: REQUIREMENTS PLANNING Collect and manage purchase requisitions from all departments and employees in order to get rid of complicated need approval algorithms and purchasing of superfluous items. E-PURCHASING Automate PO creation and approval by the controllers with a fully integrated procurement system to reduce rework and errors. CONTRACT LIFECYCLE MANAGEMENT Ensure compliance through automating all stages of working with contracts to reduce time consumption and minimize errors by virtue of the manual workflow elimination. E-SOURCING Source the strategic key items at the best offering through conducting instant e-sorcing events: forward auctions, reverse auctions, Dutch auctions, and RFx events. SUPPLIER BASE MANAGEMENT Document all supplier communications and relationships within one database and develop real strategic relations with the qualified suppliers. SPEND ANALYTICS Automate data collection to calculate procurement expenses. Track and control the expenses in order to adjust the procurement strategy. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Acquirell? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind Acquirell? - **Seller:** [Acquirell](https://www.g2.com/sellers/acquirell) - **Year Founded:** 2013 - **HQ Location:** Austin, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a72cfd979f8a162c55337f1fcd3fbe0fc72a1c8f34a8669eb14d955bc3ea8aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Facquirell&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 Acquirell? **["Acquirell Review by a Buyer"](https://www.g2.com/survey_responses/acquirell-review-8509850)** **Rating:** 4.5/5.0 stars _— Audrey D._ [Read full review](https://www.g2.com/survey_responses/acquirell-review-8509850) ### [Advisr](https://www.g2.com/products/advisr/reviews) Advisr helps sales organizations become more efficient and effective in their sales engagements. In just minutes or less, the technology recommends the right data-driven product mix for every campaign, enabling sales teams to capture more revenue and increase share of wallet. Our platform also automates pre-sale workflows, freeing up sales teams to work faster and pitch more business, while giving managers visibility into every sale. #### Who Is the Company Behind Advisr? - **Seller:** [Advisr](https://www.g2.com/sellers/advisr-89c37060-d8ec-4811-a24b-008f42785d75) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68497fb6ee219648a4be5d7eb46561cb5855db81ca538e6ce3c476927710fe63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvisrio&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® ### [AI-powered end-to-end proposal software](https://www.g2.com/products/ai-powered-end-to-end-proposal-software/reviews) LotusPetal AI is the end-to-end RFP platform built for small and mid-sized businesses that want to win more deals without burning weeks on every proposal. Powered by our Containerized Proposal Intelligence Core, LotusPetal AI automates the entire RFP lifecycle. From surfacing the right opportunities to drafting tailored responses, checking for compliance, and refining every section with conversational prompts. With built-in machine learning, interactive guidance, and domain-specific intelligence, we help lean teams go from "Where do we start?" to "We're submitting the proposal" in a fraction of the time. Key capabilities: ✅ AI-powered opportunity discovery ✅ Smart opportunity scoring and prioritization ✅ Long-form proposal generation ✅ Compliance checks ✅ Real-time proposal editing with conversational AI prompts #### Who Is the Company Behind AI-powered end-to-end proposal software? - **Seller:** [LotusPetal AI](https://www.g2.com/sellers/lotuspetal-ai) - **Year Founded:** 2025 - **HQ Location:** Houston, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=624e4644ea9dfef855054c31108e1337035f4733205101fffb083e4ec65fa568&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flotuspetal-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® ### [Ansarada Procure](https://www.g2.com/products/ansarada-procure/reviews) Ansarada Procure is a specialized software platform designed to streamline and secure the procurement processes of large, complex infrastructure projects. It offers a comprehensive suite of tools that enhance efficiency, compliance, and collaboration throughout the procurement lifecycle. **Average Rating:** 4.9/5.0 **Total Reviews:** 6 #### How Do G2 Users Rate Ansarada Procure? - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) #### Who Is the Company Behind Ansarada Procure? - **Seller:** [ansarada](https://www.g2.com/sellers/ansarada) - **Year Founded:** 2005 - **HQ Location:** The Rocks, Sydney, NSW - **Twitter:** @ansarada 1,532 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e210fd9cad7c193f655c2e36741d0fb7b914d7dc5a4b4057d02e59665ecaa68&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fansarada&secure%5Burl_type%5D=linkedin_company_website) 170 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 33% Large, 33% Medium #### What Do G2 Reviewers Say About Ansarada Procure? _AI-generated summary from verified user reviews_ ##### Pros - Users find Ansarada Procure to be **easy to implement** , facilitating a smooth training experience for their teams. - Users commend the **ease of use** of Ansarada Procure, making implementation and team training a breeze. - Users find **easy implementation** of Ansarada Procure beneficial for quickly training their teams and enhancing productivity. - Users praise the **implementation ease** of Ansarada Procure, making it simple to train their teams effectively. - Users find the **onboarding process easy** and appreciate its effectiveness in training their teams smoothly. #### What Are Recent G2 Reviews of Ansarada Procure? **["Fantastic system for streamlining procurement processes"](https://www.g2.com/survey_responses/ansarada-procure-review-10409558)** **Rating:** 5.0/5.0 stars _— Grace M._ [Read full review](https://www.g2.com/survey_responses/ansarada-procure-review-10409558) **["Ansarada Procure is Intuitive and easy to use"](https://www.g2.com/survey_responses/ansarada-procure-review-8313157)** **Rating:** 4.5/5.0 stars _— Harry C._ [Read full review](https://www.g2.com/survey_responses/ansarada-procure-review-8313157) ### [ApModulus](https://www.g2.com/products/apmodulus/reviews) Generate and send your quotes in no time with your product catalog available anytime and anywhere you go. #### Who Is the Company Behind ApModulus? - **Seller:** [Imaginerv](https://www.g2.com/sellers/imaginerv) - **Year Founded:** 2017 - **HQ Location:** Monterrey, MX - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e3f0ad4d18ed36a30bdee0434b998d0c6580128ced4196be5688e4d0af7fce98&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fimaginerv&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/proposal?order=g2_score&page=11&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) - … - [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](/categories/proposal?order=g2_score&page=10&post_lead_product=rfp360#product-list) - [11](/categories/proposal?order=g2_score&page=11&post_lead_product=rfp360#product-list) - 12 - [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) - [15](/categories/proposal?order=g2_score&page=15&post_lead_product=rfp360#product-list) - [16](/categories/proposal?order=g2_score&page=16&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=13&post_lead_product=rfp360#product-list) Spotlight Categories [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) [E-commerce Fraud Protection Software](https://www.g2.com/categories/e-commerce-fraud-protection) [HCM Software](https://www.g2.com/categories/hcm-software) [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) 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.