Best Proposal Software - Page 17

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)

OpenProposal

OpenProposal is an all-in-one proposal software that combines document creation, e-signatures, and Stripe payment collection. Built for freelancers, agencies, and small businesses who want to close deals faster.

Who Is the Company Behind OpenProposal?

Operwell, Inc

Operwell is online software to run a business 100% remotely. We are your company's infrastructure to perform all of your core business functions, such as: your team's internal messaging, collaboration, and project management; your HR and employee performance management; and, your sales and customer success. We make is easy to share information, synchronize your entire team, automate your routine tasks, and help ensure that your team is always employing the same operating tools as the world's most powerful companies. No downloads, no guess work, no paying for multiple subscriptions, simply go to Operwell.com and you're ready to run your entire business within seconds.

Who Is the Company Behind Operwell, Inc?

OptiOffer

OptiOffer is Changing the Way Businesses Buy & Sell Equipment and Supplies The Supplier - Reseller Platform (SRP) that equipment sales professionals use. Known for its revolutionary price quoting system and shareable eCatalog network. It connects the suppliers' product catalog with its resellers to automate and streamline their quoting and order creation & management. Our focus is to provide a B2C experience in the B2B world to achieve connected selling and streamlined buying. No more PDF catalog or Excel price list import, copy/paste, and hundreds of emails. By connecting with your partners, you will have the latest products and data available instantly. We want to empower sales teams to confidently sell using their mobile phones in front of their customers and get deals signed and paid on the spot.

Who Is the Company Behind OptiOffer?

Orçamento Certo

Orçamento Certo is a Brazilian quoting platform built for service providers and small businesses that need to turn a client request into a professional quote in minutes. Instead of rebuilding every quote in Word or a spreadsheet, users set up a catalog of services and materials once — with prices and units — and reuse it in every quote. The system calculates totals automatically and generates a branded PDF with the company's logo and details, ready to share via WhatsApp or email. Each quote includes a public approval link: the client reviews and approves online, and the provider is notified immediately — no more chasing responses. Key features include a product and service catalog, a client database for individuals and companies, reusable text templates for terms and conditions, Excel export, receipts, multi-user teams with roles, and a dedicated web address for each company (yourcompany.orcamentocerto.com.br). The interface adapts to the provider's industry — from construction and

Who Is the Company Behind Orçamento Certo?

Outbooks Proposal Tool

Outbooks Proposal Tool simplifies accounting proposals for firms based out of UK. Create professional proposals quickly and easily. It automates engagement letters and online payments, helping you get paid faster. Set prices easily and ensure your team uses consistent pricing. Our pricing is transparent and offers great value. Find us at 415 C Margaret Powell House, Milton Keynes MK9 3BN, United Kingdom.

Who Is the Company Behind Outbooks Proposal Tool?

  • Seller: Outbooks
  • Year Founded: 2011
  • HQ Location: Harrow, London, GB
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Pentimenti

Pentimenti is an agentic AI platform that autonomously writes enterprise proposals. Unlike traditional RFP tools that help humans find and reuse past content, Pentimenti uses AI agents built on a ReAct architecture to reason through complex RFPs, plan response strategies, and generate comprehensive proposal content with minimal human involvement. The platform automates up to 85% of proposal content, reduces expert involvement to two touchpoints, and delivers 40% productivity gains for proposal teams. Pentimenti serves enterprise organizations across Northern Europe in IT services, construction, civil engineering, consulting, and staffing.

Who Is the Company Behind Pentimenti?

PitchBob.io

PitchBob.io is a digital assistant powered by AI designed to help wantrepreneurs become entrepreneurs. It not only assists with pitching but also aids with daily tasks such as validating ideas and creating P&L, as well as networking. Via just 1 dialogue.

Who Is the Company Behind PitchBob.io?

  • Seller: PitchBob
  • Year Founded: 2020
  • HQ Location: Tallinn, EE
  • Twitter: @PitchBobAI
    89 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Pitching and Proposals

Who Is the Company Behind Pitching and Proposals?

  • Seller: BigHand
  • Year Founded: 1996
  • HQ Location: London, England
  • Twitter: @BigHand
    1,523 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    402 employees on LinkedIn®

PitchPerfect

PitchPerfect enables users to build high quality, fully branded pitch and BD documents in seconds, pulling content from a single CMS (MS SharePoint). Add, edit and move content from within Microsoft Word and PowerPoint, without using a wizard-based or online system, simply by using the dynamic PitchPerfect ribbon. Search through and insert content easily with configurable search fields and our inbuilt preview tool. Record pitch data to automatically create visualisations and reports.

Who Is the Company Behind PitchPerfect?

  • Seller: Harbor Global
  • HQ Location: Chicago, Illinois, United States
  • Twitter: @enabletweets
    177 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    925 employees on LinkedIn®

Planlined

Planlined is benefit-proposal software for employee-benefits brokers. It turns carrier quotes, SBCs, invoices and rate sheets into side-by-side comparisons, branded proposal books and employee benefit guides. Launched as BART (Benefit Analysis Reporting Tool) in 2025. Renewal season means re-keying the same numbers from carrier PDFs into spreadsheets and slide decks. Planlined removes that step. Upload the documents you already have and Planlined extracts the plan data into one normalized comparison, flagging anything it is unsure of so you can confirm it against the source page before it reaches a client. From that approved case you export a branded proposal book and an employee enrollment guide, both carrying your agency's logo and colors. Because both come from the same source documents, plan data stays consistent across them. Plans and cases are stored in libraries you can reuse next renewal, and client share links send a comparison without an attachment. Built for US employee-benefits brokers, benefits consultants and agency teams, from solo producers to multi-office agencies. Pricing: first proposal free, Professional $75/month ($62/month billed annually), Enterprise custom.

Who Is the Company Behind Planlined?

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