# Best Proposal Software - Page 4

  *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*

    **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





## Category Overview

**Total Products under this Category:** 277


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 21,600+ Authentic Reviews
- 277+ 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.


## Best Proposal Software At A Glance

- **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
- **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews)
- **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews)
- **Top Trending:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews)
- **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)


---

**Sponsored**

### Conga Composer

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.



[Book a Demo](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&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=274&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%3D4&secure%5Btoken%5D=8ddd66e966d0dcb1476a682e61101bb7201668688452ea78104f2e32cc0c8f0b&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-composer-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo)

---

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [OrbitShift](https://www.g2.com/products/orbitshift/reviews)
  OrbitShift is a multi-agent AI full-stack enterprise sales intelligence platform purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With four powerful and seamlessly integrated modules, accountOS, knowledgeOS, rfpOS and marketing OS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales and marketing teams to identify high-value accounts, get relevant account/people insights, build account plans, generate highly contextual and personalized messages/emails, launch campaigns, access AI driven sales engineering support and automate RFP/RFI responses.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 30

**User Satisfaction Scores:**

- **Ease of Use:** 9.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [OrbitShift](https://www.g2.com/sellers/orbitshift)
- **Company Website:** https://www.orbitshift.ai
- **Year Founded:** 2022
- **HQ Location:** San Francisco, California, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/orbitshift-ai (55 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 63% Enterprise, 10% Mid-Market


#### Pros & Cons

**Pros:**

- Efficiency (12 reviews)
- Ease of Use (10 reviews)
- Decision Making (8 reviews)
- Time-saving (8 reviews)
- Contact Information (7 reviews)

**Cons:**

- Inaccuracy (5 reviews)
- Outdated Data (5 reviews)
- Inaccurate Responses (4 reviews)
- Outdated Information (4 reviews)
- Learning Curve (3 reviews)

  ### 2. [ProposalWorks](https://www.g2.com/products/proposalworks/reviews)
  Build Complete Quotes, Proposals and Get a Wealth of Product Information for Rockwell Automation Products


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 9

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Rockwell Automation](https://www.g2.com/sellers/rockwell-automation-da78dc32-f4d9-4343-b833-8c78bb1bf839)
- **Year Founded:** 1903
- **HQ Location:** Milwaukee, WI
- **Twitter:** @ROKAutomation (44,318 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2498/ (21,893 employees on LinkedIn®)
- **Ownership:** NYSE:ROK

**Reviewer Demographics:**
  - **Company Size:** 60% Small-Business, 20% Enterprise


  ### 3. [EasyPQQ](https://www.g2.com/products/easypqq/reviews)
  EasyPQQ cloud based bid, proposal & tender writing software makes the task of completing a pre-qualification or tender easier, whether it's a PQQ, RFP, RFI or ITT, thanks to its ability to: store & manage your pre-qualification & tender knowledgebase \>\> find previous responses or commonly required information \>\> automatically suggest answers to questions \>\> manage and review content from multiple contributors \>\> allow multiple users to work on a submission concurrently \>\> store, find & attach Partner profiles & CVs \>\> store, find & attach project profiles & case studies \>\> generate branded documents at the touch of a button \>\> Save time, improve quality, win more work With its powerful search engine indexing all of your previous content, you can say goodbye to continuously searching for answers that you know that you’ve used somewhere before. EasyPQQ can automatically suggest the most appropriate responses, which you can use, modify or reject. EasyPQQ is a web based platform, so your team can collaborate on the same live document from wherever they are. Users have access to approved content from a shared library resulting in an increase in document quality. Document management becomes simple; assign questions to the most appropriate members of your team, see which questions have been answered, which need approving and keep track of all the changes made. When your documents are complete, EasyPQQ can output them using your company brand look and feel, putting an end to the problem of collating multiple documents supplied in different formats. Irrespective of industry, business or document type, EasyPQQ saves you time, increases the quality of your documents and helps you win more work. EasyPQQ – it’s like having an extra member in your team.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 8

**User Satisfaction Scores:**

- **Ease of Use:** 9.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Propeller Studios Ltd](https://www.g2.com/sellers/propeller-studios-ltd)
- **Year Founded:** 2001
- **HQ Location:** Hitchin, Hertfordshire
- **LinkedIn® Page:** http://www.linkedin.com/company/propeller-studios (30 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


  ### 4. [BigTime Services CPQ](https://www.g2.com/products/bigtime-services-cpq/reviews)
  WorkRails’ Services CPQ helps enterprise technology companies build professional services quotes quickly and easily. We are ideal for teams who sell complex services but struggle with accuracy and timeliness. The WorkRails Services CPQ platform standardizes how services are sold, allowing for repeatability, scale and revenue acceleration. WorkRails breaks down the silos between Sales, Professional Services, and their Clients, connect to other systems of record, eliminate double entry and errors, and makes selling easy. WorkRails integrates with your existing tech stack including out of the box integrations with Salesforce.com, Conga, and Microsoft Dynamics. More than 40,000 Professional Services quotes have been configured with WorkRails’ Services CPQ. WorkRails customers have cut service quote creation time from weeks to hours, reducing overall sales cycle times, increasing product adoption and lowering churn.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 8

**User Satisfaction Scores:**

- **Ease of Use:** 9.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [BigTime](https://www.g2.com/sellers/bigtime)
- **Year Founded:** 2002
- **HQ Location:** Chicago, IL
- **Twitter:** @BigTimeSoftware (2,746 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1457823/ (185 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 75% Enterprise, 25% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Efficiency (2 reviews)
- Sales Efficiency (2 reviews)
- Time Management (2 reviews)
- Time-saving (2 reviews)

**Cons:**

- Difficult Learning Process (1 reviews)
- Feature Usability (1 reviews)
- Initial Usage Difficulty (1 reviews)
- Learning Curve (1 reviews)
- Limited Template Flexibility (1 reviews)

  ### 5. [Deltek ProPricer](https://www.g2.com/products/deltek-propricer/reviews)
  ProPricer is a proposal pricing software built to produce solutions to maximize efficiency and accuracy in the development, submission, evaluation, negotiation, and audit of proposal pricing. From storage of historical proposal data to ease of generating various reports, ProPricer empowers Government Contractors to quickly and easily build custom proposals, perform what-if analyses, and integrate all proposal data—all with one software platform. Launched in 1984, ProPricer is trusted by organizations worldwide, including the top 10 U.S. Defense Contractors. The company thrives on turning its customers’ needs into product features and enhancements that benefit all current and future users of ProPricer. Visit us at https://www.propricer.com to learn more. Some of ProPricer’s benefits include: - Streamlining the contractor’s proposal pricing process standardizing pricing. - Saving time; the user can respond to more RFPs in less time and win more contracts. - Offering a collaborative working environment. Multiple pricers and estimators can work on different aspects of the pricing at one time. - Producing custom reporting and outputs required in the RFP. - Updating a rate once and have it reflected throughout the proposal. - Eliminating formula errors that can happen in spreadsheets.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 9

**User Satisfaction Scores:**

- **Ease of Use:** 8.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Deltek](https://www.g2.com/sellers/deltek)
- **Year Founded:** 1983
- **HQ Location:** Herndon, VA
- **Twitter:** @Deltek (6,576 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/163414/ (4,790 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Enterprise, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Analytics (1 reviews)
- Pricing Optimization (1 reviews)
- Reporting (1 reviews)
- Solution Efficiency (1 reviews)

**Cons:**

- Manual Processes (2 reviews)
- Time-Consuming (1 reviews)
- Update Issues (1 reviews)

  ### 6. [Vartana, a Capchase company](https://www.g2.com/products/vartana-a-capchase-company/reviews)
  Vartana, a Capchase company, is an AI-powered B2B enterprise sales and financing platform that enables vendors to close deals at lightning-fast speeds by offering automated credit approvals, flexible payment terms, and a smooth checkout experience. Vartana helps vendors easily configure deals directly from their CRMs like Salesforce, HubSpot, Microsoft Dynamics, and Zoho. Vartana's automation helps vendors seamlessly craft payment options that align with their customer’s needs and close fast. Founded in 2020 by Kush Kella and Ahmed Sharif, acquired by Capchase in 2025.  Learn more: https://www.capchase.com/blog/capchase-acquires-vartana


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 24

**User Satisfaction Scores:**

- **Ease of Use:** 9.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Capchase](https://www.g2.com/sellers/capchase)
- **Year Founded:** 2020
- **HQ Location:** New York, New York
- **Twitter:** @Capchase (2,426 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/capchase/ (101 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 79% Enterprise, 17% Mid-Market


  ### 7. [Bidnet Direct](https://www.g2.com/products/bidnet-direct/reviews)
  For more than 30 years, Bidnet has delivered targeted and comprehensive federal, state, and local government opportunities from across the United States that match your business needs.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 7.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Sovra](https://www.g2.com/sellers/sovra-d5e50987-3f1c-471c-81f2-d251a38c7521)
- **Year Founded:** 1996
- **HQ Location:** Latham, New York
- **LinkedIn® Page:** https://www.linkedin.com/company/sovra1/ (538 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 47% Mid-Market, 47% Small-Business


#### Pros & Cons

**Pros:**

- Efficiency (3 reviews)
- Ease of Use (2 reviews)
- Notifications (2 reviews)
- Search Efficiency (2 reviews)
- Communication (1 reviews)

**Cons:**

- Expensive (2 reviews)
- Additional Costs (1 reviews)
- Data Loss (1 reviews)
- Limited Features (1 reviews)

  ### 8. [CobbleStone Contract Insight Enterprise](https://www.g2.com/products/cobblestone-contract-insight-enterprise/reviews)
  CobbleStone Contract Insight Enterprise is a sophisticated contract lifecycle management (CLM) software solution designed to assist organizations in managing their contracts effectively and efficiently. This B2B software solution caters to a diverse range of professionals, including those in legal, procurement, sales, and risk management, across various industries. By automating and streamlining the entire contract lifecycle, CobbleStone enhances productivity and reduces the complexities associated with contract management. The target audience for CobbleStone includes businesses of all sizes that require a structured approach to contract management. This software is particularly beneficial for organizations that handle a high volume of contracts and need to ensure compliance, mitigate risks, and improve collaboration among stakeholders. Specific use cases for CobbleStone include contract repository and storage, creation, negotiation, execution, and renewal processes, allowing users to maintain oversight and control throughout each stage of the contract lifecycle. Key features of CobbleStone Contract Insight Enterprise include its advanced AI-powered capabilities, which set it apart from traditional contract management solutions. The auto-redlining feature allows users to make precise edits and comments on contracts, ensuring clarity and accuracy during negotiations. Additionally, the agentic AI chatbot provides users with the ability to query contract-related information and generate contracts efficiently, enhancing user experience and reducing the time spent on manual tasks. The software also offers quick AI-powered risk insights, enabling organizations to identify potential issues at a glance, and contract sentiment analysis, which provides suggestions for improving contract terms based on historical data. With over 30 years of industry experience, CobbleStone has established itself as a trusted provider of CLM solutions. The combination of its user-friendly interface and highly configurable features makes it an appealing choice for organizations looking to optimize their contract management processes. By leveraging CobbleStone's capabilities, users can expect to achieve greater efficiency, improved compliance, and enhanced collaboration, ultimately leading to more favorable contract outcomes.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 43

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [CobbleStone Systems](https://www.g2.com/sellers/cobblestone-systems)
- **Company Website:** https://www.cobblestonesystems.com
- **Year Founded:** 1995
- **HQ Location:** Princeton, NJ
- **Twitter:** @CobbleStoneCM (630 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1199765/ (160 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Hospital & Health Care, Higher Education
  - **Company Size:** 60% Mid-Market, 28% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (2 reviews)
- Sales Efficiency (2 reviews)
- Approval Process (1 reviews)
- Client Management (1 reviews)
- Contract Management (1 reviews)

**Cons:**

- Learning Difficulty (1 reviews)

  ### 9. [Docspo](https://www.g2.com/products/docspo/reviews)
  Send beautiful proposals that impress your clients without effort. With a focus on modern design, version control and electronic signatures. Docspo makes it so send interactive proposals that looks great and works across all devices.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 6

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Docspo](https://www.g2.com/sellers/docspo)
- **Year Founded:** 1997
- **HQ Location:** Leopardstown, IE
- **Twitter:** @docspo (2 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/iconstrategicsolutions (742 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 33% Small-Business


  ### 10. [FlippingBook](https://www.g2.com/products/flippingbook/reviews)
  FlippingBook is an online tool and desktop software for creating professional digital flipbooks. It makes your PDF ebooks, e-catalogs, digital brochures, annual reports, presentations, magazines, and sales collateral interactive. More than 50,000 companies across 179 countries use FlippingBook to create easy-to-use online documents, deliver content across the web, and improve their communication processes. The service works on desktops and mobile devices and can be integrated with third-party systems such as Zapier, Google Analytics, and WordPress. FlippingBook helps small businesses and large renowned brands, such as Unilever, Marriott, Intel, Cartier, FOX, Nestle.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 291

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [FlippingBook](https://www.g2.com/sellers/flippingbook)
- **Year Founded:** 2004
- **HQ Location:** Cospicua, Malta
- **Twitter:** @flippingbook (1,123 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2495509/ (44 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Marketing Manager, Marketing Coordinator
  - **Top Industries:** Marketing and Advertising, Real Estate
  - **Company Size:** 58% Small-Business, 31% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (57 reviews)
- Intuitive (33 reviews)
- Quality (32 reviews)
- Features (25 reviews)
- Simple (23 reviews)

**Cons:**

- Missing Features (11 reviews)
- Limited Features (10 reviews)
- Expensive (8 reviews)
- Feature Limitations (8 reviews)
- Lacking Features (7 reviews)

  ### 11. [Momenteo](https://www.g2.com/products/momenteo/reviews)
  Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 12

**User Satisfaction Scores:**

- **Ease of Use:** 9.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Momenteo](https://www.g2.com/sellers/momenteo)
- **Year Founded:** 2014
- **HQ Location:** Quebec
- **Twitter:** @Momenteo (296 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3795857/ (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 33% Enterprise


  ### 12. [NiftyQuoter](https://www.g2.com/products/niftyquoter/reviews)
  NiftyQuoter helps you create beautiful proposals and quotes for your clients easily.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 6

**User Satisfaction Scores:**

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [NiftyQuoter](https://www.g2.com/sellers/niftyquoter)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 83% Small-Business, 33% Mid-Market


  ### 13. [seProposals](https://www.g2.com/products/seproposals/reviews)
  seProposals allows you to point and click to create proposal content and assemble proposals in a visually stunning PDF document that can be professionally printed, output on your office printer, or emailed.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 6

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [salesElement](https://www.g2.com/sellers/saleselement)
- **Year Founded:** 2003
- **HQ Location:** Pearl River, US
- **Twitter:** @salesElement (419 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/126117/ (15 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Enterprise, 50% Small-Business


  ### 14. [MonetizeNow](https://www.g2.com/products/monetizenow/reviews)
  MonetizeNow is the leader in enabling your go-to-market ambitions. CPQ, Metering, Billing, and Reporting in a single platform to deliver a simple, yet rigorous Quote-to-Cash and revenue lifecycle experience. Simple to set-up, use, and update with no experts or admins need. Intuitive and enjoyable for reps and end-customers. Rigorous enough to handle the sophistications and dynamism of best in class go-to-market businesses. All channels, all revenue models, all sales motion, all in one place. Get back to focusing on value. If you can build it, you can sell it with MonetizeNow. \*\*\*\*\* A trusted and proven solution for leading businesses: "Best Support", "Easiest To Do Business With", "Users Love Us", "Users Most Likely To Recommend" "High Performer", among many other G2 accolades. Increase your time to value with an entirely automated quote-to-cash process that can be set up for all channels in days, no matter the business complexity. Drive revenue capture and net dollar retention with pre-configured contract renewal growth, self-serve new business and upsells, and complete control and visibility over approvals, validations, and discounting to encourage best practices by default. Reduce finance, engineering, and operating costs with one-click customizable integrations, 100% public API support with SDKs for all UI functionality, and automated invoicing and payment collections processes to drive down days sales outstanding and accounts receivable.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 40

**User Satisfaction Scores:**

- **Ease of Use:** 9.3/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [MonetizeNow](https://www.g2.com/sellers/monetizenow)
- **Year Founded:** 2021
- **HQ Location:** Santa Clara, CA
- **Twitter:** @MonetizeNowIo (38 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/monetizenow/ (24 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 57% Mid-Market, 35% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (12 reviews)
- Ease of Use (12 reviews)
- Efficiency (7 reviews)
- Helpful (7 reviews)
- Billing Efficiency (6 reviews)

**Cons:**

- Missing Features (8 reviews)
- Difficult Customization (5 reviews)
- Limitations (3 reviews)
- System Limitations (3 reviews)
- Complexity (2 reviews)

  ### 15. [Catapult](https://www.g2.com/products/catapult-hq-inc-catapult/reviews)
  Catapult is a turn-key all-in-one Request for 'Anything' (RFx) platform that empowers procurement departments, RFP teams, and contract-sourcing departments to get to DONE faster. Collaborate with various permission levels of team members, manage multiple content databases, track bottlenecks, and evaluate existing partner relationships. Requestor (Issuer), Responder, and Content Management all in one platform! Take advantage of our industry-leading onboarding and 24/7 customer support alongside a robust library of support articles and videos. Whether your organization handles 10 or 10,000 RFx projects a year, reach out to us at Catapult about creating a custom and unique solution to fit the specific needs of your team. Audit tracking and competitive insights & analytics enable you to optimize demand planning processes while simultaneously expanding your prospective pool of clients! Key Features: Automated Responses, Team Collaboration, Content Management, Compliance Oversight, Progress Tracking, Activity Insights & Analytics, Industry Templates, Instant Report Generation, Custom Reporting and Exports, Library Imports, Content Auto-mapping & Nesting, SME Reviews, Version Control, Custom Scoring & Evaluation, Backups, 24/7 Support, Help Center, Support of Multiple Library Databases, EU-US Privacy Shield, SSO, Encrypted Passwords and Credentials Storage, Cloud Security Alliance.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 11

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Catapult HQ](https://www.g2.com/sellers/catapult-hq)
- **Year Founded:** 2017
- **HQ Location:** Fort Mill, US
- **LinkedIn® Page:** https://www.linkedin.com/company/catapulthq/ (6 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 55% Small-Business, 45% Mid-Market


#### Pros & Cons

**Pros:**

- Easy Setup (1 reviews)


  ### 16. [Proposal Architect](https://www.g2.com/products/proposal-architect/reviews)
  The Proposal Writing Recipe gives you step-by-step instructions for turning an RFP into a winning proposal. Our recipe gives you the perfect blend of ingredients to produce compliant results every time.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Ease of Use:** 6.7/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Fedmarket.com](https://www.g2.com/sellers/fedmarket-com)
- **Year Founded:** 1996
- **HQ Location:** Ketchum, US
- **Twitter:** @GSA_Tips (148 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/fedmarket.com (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 75% Small-Business, 25% Mid-Market


  ### 17. [Thalamus AI](https://www.g2.com/products/thalamus-ai/reviews)
  Thalamus AI is an Agentic AI Proposal & RFP Software built for enterprises to streamline response management across RFPs, sales and security questionnaires, and complex proposals. Powered by 20+ smart AI agents, Thalamus shreds Requests for Proposal (RFPs), tags requirements, auto-create compliance matrices and generates winnable first drafts in under 5 minutes, helping proposal teams respond 5x faster and win 2x more. By leveraging boilerplate content, past proposals, project data, and case studies, it delivers 95% accurate, client-tailored responses that reflect your organization’s unique voice and expertise. Thalamus integrates seamlessly with SharePoint, OneDrive, Google Drive, Slack, Outlook, and Microsoft Teams. It centralizes enterprise knowledge into a centralized content library, enabling smooth collaboration across teams and subject matter experts. Thalamus supports every type of RFx - from Q&A forms and security questionnaires to 100-page narrative proposals, enabling teams to deliver faster, more accurate, and higher-quality responses without sacrificing win rates. Built with SOC 2, ISO 27001, and GDPR compliance, Thalamus provides secure, scalable RFP response management workflows. Used by 50+ enterprises worldwide including EBC Inc, Cardinal Correctional Health, Schnitzer Industries, and Whatfix, Thalamus is the Proposal & RFP platform for teams who want results, not just responses. Read more about Thalamus AI at https://blogs.thalamushq.ai


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 7

**User Satisfaction Scores:**

- **Ease of Use:** 9.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Thalamus AI](https://www.g2.com/sellers/thalamus-ai)
- **Year Founded:** 2025
- **HQ Location:** San Francisco, US
- **Twitter:** @ThalamusHQ (5 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/thalamus-ai (4 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 71% Enterprise, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Artificial Intelligence (5 reviews)
- RFP Management (3 reviews)
- Automation (2 reviews)
- Collaboration Tools (2 reviews)
- Content Library (2 reviews)

**Cons:**

- Software Bugs (2 reviews)
- Bug Issues (1 reviews)
- Integration Issues (1 reviews)

  ### 18. [uman.ai](https://www.g2.com/products/uman-ai/reviews)
  Be the Best-Prepared Sales Team Uman.ai automates 90% of your sales preparation, giving you back time and helping your team focus on what truly matters—the human side of sales. Powered by AI, Uman combines external insights, CRM data, and your portfolio of products and services to deliver the perfect prep for every sales meeting. With Uman.ai, B2B sales teams save over 20 hours per week and feel confident tackling even the most complex sales conversations. Whether it’s prospect research, personalized content generation, or identifying relevant cases and offerings, Uman provides everything you need—without lifting a finger.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [uman.ai](https://www.g2.com/sellers/uman-ai)
- **Year Founded:** 2019
- **HQ Location:** Ghent, BE
- **LinkedIn® Page:** https://www.linkedin.com/company/umanai/ (79 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 25% Small-Business


  ### 19. [WeSuite](https://www.g2.com/products/wesuite/reviews)
  WeSuite provides lead management, powerful & flexible quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support.


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Ease of Use:** 7.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 7.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [WeSuite](https://www.g2.com/sellers/wesuite)
- **Year Founded:** 2008
- **HQ Location:** White Plains, US
- **Twitter:** @WeSuite (714 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wesuite/ (18 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


  ### 20. [Axiom Sales Manager](https://www.g2.com/products/axiom-sales-manager/reviews)
  Axiom Sales Manager is a web-based sales application that empowers sales efficiency for both your sales force and sales management. With Axiom, your sales force effectively creates quotes and proposals for their customers while you effectively administer your sales force, your product pricing and your sales pipeline.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Raeko Software](https://www.g2.com/sellers/raeko-software)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


  ### 21. [BahaQuote Software](https://www.g2.com/products/bahaquote-software/reviews)
  Bahaquote.com quote software is the step taken towards automating the entire price estimation process that satisfies customers with its range of managing quote services and the member based free and paid subscription packages available.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Andy Singh](https://www.g2.com/sellers/andy-singh)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 33% Enterprise, 33% Mid-Market


  ### 22. [ClientSky](https://www.g2.com/products/clientsky/reviews)
  Beautiful, Online Client Sales Proposals.Increase sales proposal conversion and shorten the client sales cycle with ClientSky.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Jaroop](https://www.g2.com/sellers/jaroop)
- **Year Founded:** 2010
- **HQ Location:** West Hartford, US
- **Twitter:** @Jaroop (332 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/jaroop (3 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Enterprise


  ### 23. [DirectRFP](https://www.g2.com/products/directrfp/reviews)
  RFP technology platform built to solicit exact and measurable responses. DirectRFP solves the key RFP management challenges experienced by procurement professionals. DirectRFP is the only solution that allows procurement teams to easily create, share, structure, measure, and analyse RFPs to find the best and exact solution for their business needs without the ambiguity and confusion of traditional paragraph-based answers. Offering a 60% reduction in creation time and 50% reduction in costs.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [DirectRFP](https://www.g2.com/sellers/directrfp)
- **Year Founded:** 2018
- **HQ Location:** Roseville, US
- **Twitter:** @Direct_RFP (29 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/directrfp (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 33% Enterprise, 33% Mid-Market


  ### 24. [FigsFlow](https://www.g2.com/products/figsflow/reviews)
  FigsFlow is an all-in-one client onboarding and compliance platform built for UK accountants, bookkeepers and tax advisers. It automates the entire client onboarding journey in a single workflow, from service pricing and proposal generation to engagement letter creation, e-signatures, KYC and AML verification, and EDD where required. Create fully branded proposals in minutes using 100+ customisable templates, generate compliant engagement letters aligned to ACCA, ICAEW, CIOT, ATT, AAT and CIMA standards, and set consistent firm wide pricing with the advanced pricing calculator. The built in AML and KYC module handles electronic ID verification, sanctions and PEP screening, risk assessments with automatic screening, and ongoing monitoring, with complete timestamped audit trails for HMRC supervision visits. Built by accountants for accountants, FigsFlow replaces the need for multiple disconnected tools, helping firms onboard clients faster, stay ready under MLR 2017, and reduce the cost of running a compliant practice. It integrates with Xero, QuickBooks, Stripe, GoCardless, Adfin, HubSpot, Outlook, Gmail, Companies House and Zapier, and includes real time proposal tracking, built in e-signatures, a secure client document portal and analytics dashboards covering sent proposals, conversion rates and revenue. Pricing starts at £8 per month for proposals and engagement letters, with the AML and KYC module available from £10 per month plus £2.10 per check, making FigsFlow one of the most affordable end to end onboarding and compliance platforms for UK accounting firms. A 30 day free trial is available, with no credit card required and no setup fees.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [FIGS FLOW LIMITED](https://www.g2.com/sellers/figs-flow-limited)
- **Year Founded:** 2023
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/figsflow (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Template Creation (3 reviews)
- Easy Creation (2 reviews)
- Templates (2 reviews)
- Customization (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Billing Issues (1 reviews)
- Feature Usability (1 reviews)
- Update Issues (1 reviews)

  ### 25. [imprezian360](https://www.g2.com/products/imprezian360/reviews)
  Imprezian360 is a business software solution add-on for Quickbooks Pro, Premier and Enterprise customers, it compliments Quickbooks by providing sales-lead, opportunity tracking, customer-service automation and inventory control features with the QB integration on the market.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 7.2/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Sellergy Solutions](https://www.g2.com/sellers/sellergy-solutions)
- **HQ Location:** Tampa, FL
- **Twitter:** @imprezian360
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Enterprise




## Parent Category

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



## Related Categories

- [Contract Management Software](https://www.g2.com/categories/contract-management)
- [CPQ Software](https://www.g2.com/categories/cpq)
- [E-Signature Software](https://www.g2.com/categories/e-signature)



---

## Buyer Guide

### 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.




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## Frequently Asked Questions

### How can proposal software improve my team's efficiency?

Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement.



### How do I evaluate the ROI of investing in proposal software?

To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI.



### How do pricing models vary across different proposal software solutions?

Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market.



### How do proposal software solutions handle compliance and security?

Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software.



### How do user reviews reflect the reliability of proposal software?

User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings.



### How scalable is proposal software for growing businesses?

Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions.



### What are common user experiences with proposal software?

Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality.



### What are the best practices for implementing proposal software in my organization?

To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes.



### What are the key features to look for in proposal software?

Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation.



### What are the most common use cases for proposal software?

Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals.



### What integrations should I consider for my proposal software?

When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration.



### What support options are typically available for proposal software users?

Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others.