Best Proposal Software - Page 14

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 349

Category Stats (Sep 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Kaseya Quote Manager (+1.4%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: September 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
  • 349+ 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

Highlighted products: PandaDoc, GetAccept, Oracle CPQ, Qwilr, Responsive, formerly RFPIO, Anchor, Ignition, and DealHub AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

Briefance

Briefance is an AI tool for freelancers, designers, developers, and small agencies that turns chaotic client emails, Slack threads, and PDFs into fully structured project briefs in seconds. It extracts scope, deliverables, timeline, budget range, and the questions the client forgot to answer, then lets you export a branded PDF or send a one-click proposal with view tracking and an acceptance flow. The 1-2 hour ritual every freelancer knows (read the email three times, list missing info, estimate scope, write a clarifying reply) is compressed into a single click. Features: - Paste emails, Slack threads, or upload PDFs and DOCX files - Streaming AI generation with editable structured output - Branded PDF export with your logo, colors, and fonts - One-click proposal with client-side acceptance and signature - Public share links with view tracking (know when the client opens it) - Reusable templates with variable substitution - Team workspaces with roles and an activity log - Multi-language support (English, Turkish, Spanish, German, French) Built on Next.js 16, Anthropic Claude, and Supabase. Free tier with 3 briefs/month, no credit card required. Pro at $19/month, Agency at $49/month. EU data residency available. GDPR and KVKK compliant. Client data is never used for training.

Who Is the Company Behind Briefance?

BrightPrice Suite

BrightPrice Suite is a comprehensive pricing solution that caters to the specific needs of pricing experts, sales professionals, and finance experts. It revolutionizes the management of pricing by offering tailored modules for streamlined workflows and dynamic insights. BrightPrice Foundation: For all involved With integrated impact analysis, price changes can be implemented with confidence. BrightPrice Foundation empowers you to control, standardize, and enhance your pricing maturity. BrightPrice Insights: For Pricing Experts Simplify pricing strategies and enhance governance with meaningful commercial views. Simulate improvement actions and seamlessly integrate views with other BrightPrice modules. BrightPrice Build: For Pricing Teams Specifically designed for pricing teams, this SAP-embedded Price Management tool simplifies and governs changes to price lists and conditions, ensuring an efficient workflow without the need for a complex data layer. BrightPrice Deal: For Sales Professionals Tailored for sales professionals, this module offers customer configuration, quotation management, and simulation tools directly in SAP. Ensure a streamlined workflow and dynamic pricing insights. BrightPrice Rebate: For Finance Experts Finance experts can effortlessly create, assign, manage, and settle customer rebates in S/4. Backed by real-time analytics, this module integrates seamlessly with Customer Condition Contracts, empowering finance teams to make strategic decisions for sustained financial growth.

Who Is the Company Behind BrightPrice Suite?

  • Seller: Sposea
  • Year Founded: 2015
  • HQ Location: Hoofddorp, NL
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Bullet

Bullet is an all-in-one business toolkit designed to streamline and automate financial and operational tasks for small businesses and startups. By integrating essential tools such as accounting, invoicing, payroll, project management, proposals, and communication, Bullet eliminates the need for multiple disparate applications, providing a cohesive and efficient platform. This comprehensive suite empowers businesses to manage their finances, projects, and client interactions seamlessly, allowing entrepreneurs to focus on growth and innovation. Key Features and Functionality: - Accounting & Payroll: Automated accounting processes with smart workflows, error checking, and sales tax reports, along with simple online payroll management that generates tax returns. - Project Management: Tools to plan, execute, and monitor projects efficiently, offering live profit scores and insights to enhance project profitability. - Invoicing & Payments: Creation of professional invoices with integrated online payment options, reducing payment cycles and improving cash flow. - Proposals: Development of compelling proposals using customizable templates, facilitating client approvals and project initiation. - Communication: Integrated chat features that centralize project discussions, task comments, and team communications, ensuring clarity and collaboration. - Receipts & Expenses: Automated receipt recognition and categorization, synchronized with accounting tools for accurate expense tracking. - Storage: Unlimited storage capacity, allowing secure attachment and management of files within projects and communications. Primary Value and Solutions Provided: Bullet addresses the common challenges faced by small businesses, such as managing multiple tools, ensuring financial compliance, and maintaining efficient operations. By offering an integrated platform, Bullet simplifies financial management, reduces administrative burdens, and enhances operational efficiency. This consolidation not only saves time and resources but also provides real-time insights into business performance, enabling informed decision-making and fostering business growth. Additionally, Bullet's user-friendly interface and automation features minimize errors and ensure compliance with tax regulations, offering peace of mind to business owners.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate Bullet?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Bullet?

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of Bullet?

Butterscotch

Butterscotch has many features to help streamline your small business! You can create and save reusable templates of your contracts, set up online payment options, and send them to your clients in minutes. Butterscotch automated email reminders help you help clients complete your important documents. Document signers can conveniently view, sign, and complete contracts from their mobile device or computer. Audit logs track all user activity. Butterscotch's premium plans allow you to collaborate with coworkers.

Who Is the Company Behind Butterscotch?

Chalmsy

Chalmsy is business management software that automates proposals, invoicing, bookkeeping, and client management for service-based businesses. Powered by fronteir AI, it learns from business documents to replicate voice, pricing, and style without technical setup. The platform centralizes client interactions, proposals, invoices, and financial records in one dashboard. It drafts branded proposals with tiered pricing, tracks inquiries through a booking pipeline, and auto-generates invoices from proposals for consistency. Users can photograph receipts for AI extraction of details, feeding live profit and loss statements. Integration with Google Calendar and Gmail streamlines scheduling and communication. Role-based access controls enable team collaboration while restricting financial data visibility. Custom branding applies to the interface and client documents, and period locking secures closed accounting periods.

Who Is the Company Behind Chalmsy?

Clarrow

We help freelancers streamline workflows so they have more billable time. Clarrow is an all-in-one business management tool designed for freelancers. Don't worry about admin tasks and make more time for the work you love.

Who Is the Company Behind Clarrow?

Clientsby

Clientsby is a modern tool that helps sales professionals to create web-based Interactive proposals and Quotes to win more deals. With a focus on Analytics, Clientsby provides session recording & replay for your documents. Know when and what your prospects have already seen and take the next step at the best moment to close the deal.

Who Is the Company Behind Clientsby?

  • Seller: Clientsby
  • Year Founded: 2023
  • Twitter: @clientsby
    13 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

CloseFast

CloseFast (closefa.st) is an AI client-finder for marketing agencies. Enter a niche and a location, and it finds local businesses, audits each one's real marketing gaps — tracking pixels, live ad activity, reviews, social presence — and writes a personalized pitch that maps those gaps to the services your agency actually sells. Other tools stop at a list of names. CloseFast tells you why to contact someone and what to say: "they're running Meta ads with no pixel installed" is a pitch, not a lead. Flat pricing from €49/month. No per-seat fees, no expiring credits.

Who Is the Company Behind CloseFast?

Coposal

The age of creating inconvenient proposals with office documents has ended. With Coposal you can create your proposal in minutes, allow the client to choose from freely selectable options and negotiate further details directly online through the Coposal webinterface. With Teamwork in mind you can assign proposals to the employee in charge and make notes on the clients special needs. Coposal helps you to sped up the entire process of a classic proposal procedure.

Who Is the Company Behind Coposal?

CREALIS

CREALIS® is the well-proven configuration system for manufacturers of variants in mechanical engineering, plant construction, and automobile industry as well as in automation and ancillary industries. CREALIS® CPQ is the standard software from ORISA Software GmbH that fulfils all requirements for product configurators, quotation configurators and variant configurators. All functions of a CPQ application are fully supported with CREALIS®. This includes the configuration of any products in multi-level configuration models, the mapping of dependencies between the different levels of the configuration, pricing across the entire bill of materials and the creation of complex quotation documents including all necessary additional documents. Typical integration scenarios place CREALIS® CPQ as the central interface between the connected systems. CREALIS® CPQ can therefore be connected to various CRM systems such as Salesforce, SAP CRM, Microsoft Dynamics, etc. A sales employee starts the configuration from the CRM with a selected customer, configures the individual shopping basket and feeds the result back into the CRM system. This results in a seamless sales process. Whether the order process is then triggered from the CRM into the ERP or directly from CREALIS® CPQ depends on the process requirements of the respective application. If the existing CRM system is too unwieldy for sales or if the company is not yet using CRM, CREALIS® CRM offers an optimal solution for mapping the necessary sales views such as customer activities, opportunities and quotation tracking. The product configuration can be supplied with data from various systems such as ERP, PIM or CMS, whereby the principle of the single source of data is consistently taken into account. The data is managed centrally in the CREALIS® PDM product data management system, which is the upstream data interface for CREALIS® CPQ. CREALIS® PDM offers all the functions needed to maintain the structures required for the configuration of complex products and to enrich and optimise the data from the upstream systems. With CREALIS® CPQ, products and systems are configured in a modern, data-driven application that can be used on all devices based on a web browser and automatically provides layouts customised for the various mobile devices.

Average Rating: 3.5/5.0

Total Reviews: 1

How Do G2 Users Rate CREALIS?

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

Who Is the Company Behind CREALIS?

Who Uses This Product?

  • Company Size: 100% Medium

What Are G2 Users Discussing About CREALIS?

Deal Summaries

Sybill's Deal Summaries is an AI-powered solution designed to automate and enhance CRM data management for sales teams. By analyzing all calls and emails associated with a deal, it ensures that CRM systems are updated in real-time with comprehensive and accurate information. This automation allows sales professionals to focus more on selling and less on manual data entry, leading to improved efficiency and more precise forecasting.

Who Is the Company Behind Deal Summaries?

  • Seller: Sybill
  • Year Founded: 2020
  • HQ Location: Mountain View, US
  • Twitter: @sybill_ai
    81 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    54 employees on LinkedIn®

DemoSquare

DemoSquare is an AI-powered SaaS platform designed to assist public-affairs professionals in monitoring, analyzing, and predicting legislative developments. By aggregating data from multiple sources, including parliamentary records, federal courts, and media outlets, DemoSquare enables users to stay ahead of regulatory changes and make informed decisions swiftly.

Who Is the Company Behind DemoSquare?

DeployReady

DeployReady is federal contracting software built for small business primes, staffing firms, and supply contractors who need to win more federal work without hiring a proposal team. Search federal opportunities in minutes instead of hours on SAM.gov. Paste any solicitation and get a full analysis in 60 seconds: scope, evaluation criteria, submission requirements, and risk flags. Benchmark your pricing against real federal award history for both labor rates and parts before you commit a proposal hour. For DLA DIBBS suppliers, match your inventory to open NSN solicitations, compare government pricing, calculate margin, and prepare quotes in one workflow. Batch quote hundreds of NSNs at once. The in-app Copilot is grounded in your account data and gives honest bid or no-bid guidance based on your certifications (HUBZone, SDVOSB, WOSB, 8(a)), past performance, and pricing position. Built by a Marine Corps veteran-owned SDVOSB. 7-day free trial. Cancel anytime.

Who Is the Company Behind DeployReady?

Julie Jung
JJ
Researched and written by Julie Jung
Updated December 20, 2024