# Best Proposal Software - Page 5

  *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





## Best Proposal Software At A Glance

- **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
- **Highest Performer:** [Inventive.AI](https://www.g2.com/products/inventive-ai/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%3D5&secure%5Btoken%5D=42576b81d145a512c0e16bab64e5f903b1e52f83bdabb5517d04cf24aceaff75&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. [RFPMonkey](https://www.g2.com/products/rfpmonkey/reviews)
  RFPMonkey.com makes responding to RFPs so easy a monkey could do it! Well, not an actual monkey, but that's the idea. Use RFPMonkey to create libraries of reusable content, manage that content, track and manage RFPs, and use your library content to quickly respond to your RFPs.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 7.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [RFPMonkey](https://www.g2.com/sellers/rfpmonkey)
- **Year Founded:** 2006
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/rfpmonkey.com-llc/ (1 employees on LinkedIn®)

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


  ### 2. [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:** 6

**User Satisfaction Scores:**

- **Ease of Use:** 9.7/10 (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:** [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:** 67% Enterprise, 17% 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)

  ### 3. [Titan Docs](https://www.g2.com/products/titandocs/reviews)
  Titan Docs Suite is a no-code document generation solution built right inside Salesforce, designed to talk directly to your CRM. Trusted by thousands of businesses worldwide, Titan Docs lets you generate personalized documents, e-signatures, and proposals, while tracking everything in one place. Titan Docs integrates with Titan’s full suite of declarative tools to create any digital experience within Salesforce. With Titan Experience Studio and Forms, you can build personalized portals, single-page web apps, and forms. Titan Enterprise offers a fully integrated solution for large-scale operations, including contract lifecycle management. With HIPAA-compliant storage, all data kept securely in Salesforce, smart templates, and legally binding e-signatures, Titan Docs Suite has the tools your business needs to scale. Say goodbye to middlemen, second databases, and clunky tools—Titan Docs keeps everything streamlined and in one place.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 28

**User Satisfaction Scores:**

- **Ease of Use:** 9.1/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Titan](https://www.g2.com/sellers/titan-546f744e-667d-45a5-9061-8fe0bac331e6)
- **Company Website:** https://titandxp.com
- **Year Founded:** 2014
- **HQ Location:** Tel Aviv, Israel
- **Twitter:** @TitanDXP (15 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/formtitan/posts/?feedView=all (256 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Non-Profit Organization Management
  - **Company Size:** 45% Mid-Market, 34% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (12 reviews)
- Customer Support (10 reviews)
- Easy Setup (9 reviews)
- Salesforce Integration (9 reviews)
- Integrations (8 reviews)

**Cons:**

- Learning Curve (6 reviews)
- Missing Features (4 reviews)
- Steep Learning Curve (4 reviews)
- Complexity (3 reviews)
- Difficulty (2 reviews)

  ### 4. [Capture2Proposal](https://www.g2.com/products/capture2proposal/reviews)
  Capture2Proposal is a revolutionary market intelligence, capture, and proposal management solution designed for government contractors in one secure, collaborative, and customizable platform. At Capture2, we believe the government needs the capabilities of commercial entities of all sizes. We open access to government contracts with market intelligence for every business from the smallest veteran-owned firm to the largest defense industrial base providers. Our key values are relentless customer focus, intelligent application of deep experience in our industry, and a passion to make a difference for you in the government contracting space, whether you are a Federal Contractor, an OEM vendor or a Value Added Reseller.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (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:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Capture2](https://www.g2.com/sellers/capture2)
- **Year Founded:** 2015
- **HQ Location:** San Diego, US
- **Twitter:** @C2POfficial (69 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/capture2/ (8 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Contract Management (1 reviews)
- Ease of Use (1 reviews)
- Easy Integrations (1 reviews)

**Cons:**

- Bug Issues (1 reviews)

  ### 5. [CLEATUS AI](https://www.g2.com/products/cleatus-ai/reviews)
  CLEATUS is an all-in-one AI platform for government contractors that revolutionizes how businesses find, bid on, and win federal, state, local, and education contracts. It's designed to make government contracting accessible and affordable for businesses of all sizes. CLEATUS helps you discover the right opportunities, generate compliant proposals in minutes, and manage your entire GovCon pipeline from one place. Core Capabilities 1) Contract Discovery & Intelligence • Scans 40,000+ public sector sources across federal, state, local, and education. • Delivers tailored opportunities that match your profile. • Daily email alerts and real-time matching. • AI converts complex solicitations into clean, standardized summaries. 2) AI-Powered Proposal Writing • Generate first-draft proposals in minutes. • Aligns to solicitation requirements and sections. • Pulls in your past performance, capabilities, and certifications. • Supports RFPs, RFQs, and other solicitation types. 3) Smart Decision Support • AI compliance scoring to guide bid/no-bid. • Past-award insights and competitor analysis. • Risk flags and evaluation criteria highlights. • Scope, pricing, and requirements breakdowns. 4) GovCon Management Tools • Pursuit CRM for pipelines, tasks, and deadlines. • Teaming intelligence with an 800K+ contractor database. • 24/7 AI contracting advisor in CLEATUS AI Chat. Why CLEATUS • All-in-one: Discovery, proposals, pipeline, and teaming in one workflow. • Speed: From search to compliant draft in minutes. • Accuracy: AI tuned for GovCon structure and compliance. • Simple pricing: One plan with all features included.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [CLEATUS](https://www.g2.com/sellers/cleatus)
- **Year Founded:** 2023
- **HQ Location:** Arlington, US
- **LinkedIn® Page:** https://www.linkedin.com/company/cleatus-ai (11 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Document Management (1 reviews)
- Efficiency (1 reviews)


  ### 6. [Configurator](https://www.g2.com/products/configurator/reviews)
  A full function CPQ designed to offer assisted, question-based selling.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Ease of Use:** 7.8/10 (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:** [ChikPea](https://www.g2.com/sellers/chikpea)
- **Year Founded:** 2006
- **HQ Location:** San Francisco, US
- **Twitter:** @chikpea_inc (489 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/738605 (32 employees on LinkedIn®)

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


  ### 7. [Dune Dev CPQ & Service Center](https://www.g2.com/products/dune-dev-cpq-service-center/reviews)
  DuneDev CPQ & Service Center is an all-in-one CPQ SaaS solution with a dedicated service center to turn complex offers into sales opportunities. Designed to optimize and simplify sales processes, our software is the best solution for turning complex offers into tangible sales opportunities—anytime, anywhere—with full accessibility from any device with an Internet connection. Why Choose DuneDev CPQ&ServiceCenter? • Sales Process Efficiency: Automate complex configurations and generate accurate quotes with just a few clicks. • Zero IT Infrastructure Costs: No installation required—ready to use, with automatic updates and guaranteed security management. • Total Scalability and Flexibility: Grow alongside your business by adding modules without complications. • Sales-Based Cost Model: Pay per signed contract, with optional maintenance fees for custom updates. Key Features • Dedicated Service Center: Real-time sales support via phone and chat, sales support ticket management, business configurations, and service activations. Available Monday to Saturday (9 AM - 8 PM). • Smart Service Configurator: Features advanced OCR technology to generate customer profiles in seconds and provide real-time cost visualization. • Intuitive Contract Generator: Quickly create personalized, error-free contracts, reducing time and resource consumption. • Incentive Compensation Management: Automatic incentive calculation with flexible rules for precise alignment with sales processes. • Order Management System (OMS): Complete order management with API integration for real-time tracking and advanced e-commerce capabilities. • AI-Powered HUB: Multilingual chatbot, avatar presentations, and RPA automation for fast, error-free processes. • Partner Management & CMS: Fast partner onboarding, centralized content management, and automated distribution. • Reliability and Guaranteed Security: A redundant server environment in Europe, with two dedicated servers in distinct locations, ensures business continuity and high performance. • Continuous Development and Support: Annual releases with new features and a specialized IT team to ensure a customer-driven software evolution. Simplify sales. Empower service. Choose DuneCustomCPQ.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Dune](https://www.g2.com/sellers/dune)
- **Year Founded:** 2016
- **HQ Location:** Milan, IT
- **LinkedIn® Page:** https://www.linkedin.com/company/dune-srl (120 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Easy Access (1 reviews)
- Filtering Options (1 reviews)
- Intuitive (1 reviews)


  ### 8. [Indy](https://www.g2.com/products/indy/reviews)
  Indy is a workflow platform for talented independent professionals who are free to work how they want. Indy's mission is to create a reliable set of business admin tools so that any freelancer can instantly find the resources they need to be successful. We’ve built a place where freelancers can create proposals, draft contracts, send invoices, and get paid - all in a single app to make independent life even better.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Indy](https://www.g2.com/sellers/indy)
- **Year Founded:** 2014
- **HQ Location:** Santa Monica, US
- **LinkedIn® Page:** https://www.linkedin.com/company/weareindy (66 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Simple (2 reviews)
- Client Management (1 reviews)
- Customizability (1 reviews)
- Efficiency (1 reviews)

**Cons:**

- Bug Issues (1 reviews)
- Inadequate AI Performance (1 reviews)
- Ineffective AI (1 reviews)
- Invoicing Issues (1 reviews)
- Slow Performance (1 reviews)

  ### 9. [Jiga](https://www.g2.com/products/jiga/reviews)
  Sourcing manufactured parts is a very manual, time consuming process. With constant back-and-forth with suppliers via emails and spreadsheets, supply chains become inefficient, slow and error-prone. Jiga makes sourcing parts fast and hassle free. Using Jiga you: -Find the right vetted suppliers -Communicate with them directly -Eliminate friction on quoting and ordering -Track quotes, parts, revisions and orders Supported manufacturing services include CNC machining, 3D printing, sheet metal, injection molding, custom PCBs and more.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 13

**User Satisfaction Scores:**

- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Jiga](https://www.g2.com/sellers/jiga)
- **HQ Location:** San Francisco, US
- **Twitter:** @Jiga3d (116 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/49163038 (105 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 69% Small-Business, 15% Mid-Market


  ### 10. [Mimiran](https://www.g2.com/products/mimiran/reviews)
  Mimiran is the CRM for people who love serving clients, but hate "selling". It's a different take on CRM that's designed to work for you, getting you more leads from your website, getting more conversations with those leads, and turning those conversations into (e)signed clients with compelling, mobile-friendly proposals. Plus, stay in touch with the people who matter with intuitive Call Mode. Build your practice with an intuitive dashboard to stay on top of the sales funnel. And measure the effectiveness of Google AdWords and Facebook campaigns, all the way to revenue.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**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:** [Mimiran](https://www.g2.com/sellers/mimiran)
- **Year Founded:** 2001
- **HQ Location:** AUSTIN, US
- **Twitter:** @Mimiran (2,786 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/mimiran (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 11. [Octant](https://www.g2.com/products/octant/reviews)
  Octant’s powerful capture, proposal management and IDIQ task order management off-the-shelf software – combined with business intelligence, capture, proposal and contract automation and governance capabilities – helps unite business and technology, enrich collaboration, and optimize business performance.


  **Average Rating:** 1.3/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 5.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 3.3/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Octant](https://www.g2.com/sellers/octant)
- **Year Founded:** 2006
- **HQ Location:** Sterling, US
- **Twitter:** @OctantSoftware (10,668 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/octant (8 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Enterprise


  ### 12. [Penna app](https://www.g2.com/products/penna-app/reviews)
  Penna let you generate and send high-converting, business proposals faster with AI, helping you win more customers in less time.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (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:** [Penna app](https://www.g2.com/sellers/penna-app)
- **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% Small-Business


#### Pros & Cons

**Pros:**

- Presentation Quality (1 reviews)
- Proposal Management (1 reviews)

**Cons:**

- Inadequate AI Performance (1 reviews)

  ### 13. [Price Tracker](https://www.g2.com/products/price-tracker/reviews)
  Quote more, quote faster and win more orders. Eliminate manual effort and reduce errors.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2


**Seller Details:**

- **Seller:** [Tracker Networks Inc.](https://www.g2.com/sellers/tracker-networks-inc)
- **Year Founded:** 2018
- **HQ Location:** Toronto, Ontario
- **LinkedIn® Page:** https://www.linkedin.com/company/tracker-networks-inc-/ (10 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 14. [Pro-Posal](https://www.g2.com/products/pro-posal/reviews)
  Professional estimate software that saves you time while making you more money.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**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:** [Lions Share Technology](https://www.g2.com/sellers/lions-share-technology)
- **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:** 50% Small-Business


  ### 15. [ProposalApp](https://www.g2.com/products/proposalapp/reviews)
  ProposalApp™ enhances your sales effectiveness with customized web-based proposals and a single-view dashboard to track, rank and manage your pipeline.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.5/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [ProposalApp](https://www.g2.com/sellers/proposalapp)
- **HQ Location:** Holland, MI
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

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


  ### 16. [Proposal Quick Start](https://www.g2.com/products/proposal-quick-start/reviews)
  RFP Software for Government Contracting Key Features: 1. Rapid Document Shredding: -Instantly shred RFPs, SOWs, and other documents for key terms like “WILL,” “SHALL,” “MUST,” or custom keywords. - Export results to Excel for easy sharing with your proposal and contracts team. 2. Compliance Matrix Creation: - Generate a starter compliance matrix with a single click. - Map FAR clause notations in paragraphs directly to the full Government FAR Clause text. -Track and map requirements between related documents or across sections within the same document. 3. Multi-Document Shredding: - Combine shredded data from multiple MS Word or PDF documents into a single Excel workbook for streamlined analysis. - Textual Difference Analysis and Impact Reporting: 4. Compare draft vs. final versions of proposals or RFP revisions. - View side-by-side differences in a color-coded Excel format. - Highlight changes for quick review and share reports with your team for impact analysis. 5. Acronym Analysis and Consistency Checking: - Automatically extract acronyms and identify undefined or conflicting ones. - Highlight inconsistent usage and generate a report for review. - Extract acronyms directly from solicitation documents for reference. 6. Document Readability - Analyzes document text for Grade-Level Readability - Identifies Long Sentences - Identifies Complex Words - Identifies Positive text 7. FAR Clause Mapping Proposal Quick Start (PQS) is the only software that links FAR Clause text directly to paragraphs containing FAR Clause numeric notations. 8. Gap Analysis: Compare multiple documents for alignment to improve compliance and highlight gaps between documents. With Proposal Quick Start, save time, enhance accuracy, and improve collaboration on proposals and contracts.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Golden Goose AI](https://www.g2.com/sellers/golden-goose-ai)
- **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:** 50% Small-Business


#### Pros & Cons

**Pros:**

- Document Management (2 reviews)
- Efficiency (2 reviews)
- RFP Management (2 reviews)
- Artificial Intelligence (1 reviews)
- Automation (1 reviews)


  ### 17. [Quick FPA](https://www.g2.com/products/quick-fpa/reviews)
  Quick FPA is a software estimation tool that helps create quick and accurate estimates for software projects.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**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)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Intelekit](https://www.g2.com/sellers/intelekit)
- **Year Founded:** 2015
- **HQ Location:** Cedar Rapids, US
- **Twitter:** @quickfpa (216 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/intelekit-corporation/ (2 employees on LinkedIn®)

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


  ### 18. [Quoters](https://www.g2.com/products/quoters/reviews)
  Save time for daily tasks replacing your boring sales keynotes with turbocharged responsive online proposals. Track everything in just one place, from the first version to the last one and create your invoice by connecting with your invoicing software.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2

**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:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Cloudman Labs, S.L.](https://www.g2.com/sellers/cloudman-labs-s-l)
- **HQ Location:** N/A
- **Twitter:** @SomosQuoters (530 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/15173781 (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 19. [SalesRabbit](https://www.g2.com/products/salesrabbit/reviews)
  SalesRabbit is the complete outside sales platform designed to help teams operate faster and smarter. We optimize every step of the sales process, from lead generation and area management to rep tracking and digital contracts. Beyond the core software, SalesRabbit offers powerful add-ons like a sales training library, geofenced marketing, and homeowner data. We partner directly with your organization to ensure you get the results you need.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 428

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (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:** [SalesRabbit](https://www.g2.com/sellers/salesrabbit)
- **Company Website:** https://salesrabbit.com
- **Year Founded:** 2013
- **HQ Location:** Lehi, Utah
- **Twitter:** @sales_rabbit (426 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3223514/ (102 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales Representative, Sales
  - **Top Industries:** Construction, Telecommunications
  - **Company Size:** 49% Small-Business, 39% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (18 reviews)
- Features (12 reviews)
- Intuitive (10 reviews)
- Sales Management (10 reviews)
- Lead Management (9 reviews)

**Cons:**

- Software Bugs (6 reviews)
- Technical Glitches (6 reviews)
- Bug Issues (5 reviews)
- Technical Issues (5 reviews)
- Complexity (4 reviews)

  ### 20. [SparrowGenie](https://www.g2.com/products/sparrowgenie/reviews)
  SparrowGenie is your AI-powered proposal assistant and sales enablement workspace—built to eliminate busywork and accelerate deal cycles. From RFPs to security questionnaires and custom proposals, SparrowGenie helps revenue teams respond faster, smarter, and with brand-consistent messaging. Instead of juggling spreadsheets, Slack threads, and shared drives, teams use SparrowGenie’s centralized AI workspace to: - Auto-generate responses based on your curated content library - Collaborate in real-time across departments - Maintain compliance and consistency across every submission - Create pitch decks, technical docs, and sales content in minutes Sales reps. Solution engineers. Proposal managers. They all save time and close faster with SparrowGenie.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [SurveySparrow Inc.](https://www.g2.com/sellers/surveysparrow-inc)
- **Year Founded:** 2017
- **HQ Location:** Palo Alto, California
- **Twitter:** @surveysparrow (906 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/13253328 (447 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Efficiency (2 reviews)
- Team Collaboration (2 reviews)
- Document Management (1 reviews)
- Easy Creation (1 reviews)

**Cons:**

- Insufficient Analytics (1 reviews)
- Signature Issues (1 reviews)

  ### 21. [SWproposal](https://www.g2.com/products/swproposal/reviews)
  SWproposal is the SWPP (Software Proposal Portal) with the purpose of automating the sales activities of software development companies and freelancers.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Yumasoft](https://www.g2.com/sellers/yumasoft)
- **Year Founded:** 2003
- **HQ Location:** St. Petersburg, RU
- **Twitter:** @Yumasoft_Inc (30 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/yumasoft-inc- (64 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Easy Creation (1 reviews)
- Proposal Management (1 reviews)
- Templates (1 reviews)

**Cons:**

- Email Issues (1 reviews)
- Lack of Integration (1 reviews)
- Poor Integration (1 reviews)

  ### 22. [VARStreet Sales Quoting Software](https://www.g2.com/products/varstreet-sales-quoting-software/reviews)
  Sales Quoting Software for IT & Office Supplies VARs. A user-friendly and simple cloud-based quoting software for VARs. VARStreet will give you an attractive and professional quote, complete with rich content, images, and technical specifications, for the consideration of your customers. It has features like up-sell and cross-sell suggestions, which will maximize your potential sell-through. Create, send, and manage quotes easily. Create quotes or proposal-- Create a new quote, copy existing quotes, save, edit, print or export quotes, and create and maintain quote versions. Offers Multiple quote templates--Choose from multiple available templates or request your own custom template. Real-time price and inventory--Access real-time cost and inventory from 50+ Distributors in Canada and the United States. Rules-based calculations--Our sales quotation solution lets you set rules to automatically calculate price, tax, freight, discounts, etc. Mobile quoting app--Empower your sales reps with VARStreet’s Mobile Sales Quoting App. Browse, search and quote products on the go! Quick quoting--Quote without creating a customer account with just an email address. Simply add products and send a quote Add or import items--Search and add an item from your catalog or create a new item on the fly while quoting Multiple quote delivery options--Send a quote in Word, Excel, or PDF formats. You can also send a quote as a Web URL or make it available on the eCommerce store. VARStreet allows you to choose from over 50 distributors. Including Ingram Micro, TD SYNNEX, SP Richard, eReplacements, Essendant, Inc.,Blackbox etc


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 6.7/10 (Category avg: 8.9/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [VARStreet](https://www.g2.com/sellers/varstreet)
- **Year Founded:** 1999
- **HQ Location:** Boston, MA
- **Twitter:** @Tweet_VARStreet (161 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/varstreetinc/ (82 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 23. [Aavenir RFPflow](https://www.g2.com/products/aavenir-rfpflow/reviews)
  Request for Proposal Management Software allows easy and effortless RFI/ RFP/RFQ creation using questions’ library and templates. The solutions manage RFP-to-award lifecycle stages by assigning suppliers and stakeholders on a Milestone-based RFP Workflow and send automated alerts and notifications for deadlines. - Build/Import a reusable vendor RFP/RFI/RFQ questionnaire and assign weightage for repetitive procurements and sourcing needs - Easy and effortless RFX creation using drag-and-drop pre-built questions or sections. - Define RFP-to-award lifecycle stages timeline. - Assign suppliers and business teams on a unified workflow to receive milestone-based task alerts and notifications for deadlines. - Collaborate with suppliers using MS-Word - Lets business teams evaluate vendor responses individually. - Perform comparative supplier evaluation, and award a bid to the most qualified suppliers.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Aavenir](https://www.g2.com/sellers/aavenir)
- **Year Founded:** 2019
- **HQ Location:** Mckinney, TX
- **Twitter:** @AavenirInfo (933 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/aavenirinfo (58 employees on LinkedIn®)

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


  ### 24. [altaFlow](https://www.g2.com/products/altaflow/reviews)
  altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 55

**User Satisfaction Scores:**

- **Ease of Use:** 8.0/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [airSlate](https://www.g2.com/sellers/airslate)
- **Company Website:** https://www.airslate.com/
- **Year Founded:** 2006
- **HQ Location:** Brookline, Massachusetts
- **Twitter:** @airSlate (1,233 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/airslate/ (816 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Higher Education
  - **Company Size:** 51% Mid-Market, 42% Small-Business


#### Pros & Cons

**Pros:**

- Cloud Services (1 reviews)
- Customizability (1 reviews)
- Document Management (1 reviews)
- Ease of Use (1 reviews)
- Easy Integrations (1 reviews)

**Cons:**

- Layout Issues (1 reviews)
- Not User-Friendly (1 reviews)
- Performance Issues (1 reviews)
- Poor Design (1 reviews)
- Poor Navigation (1 reviews)

  ### 25. [Bidhive](https://www.g2.com/products/bidhive/reviews)
  Plan, manage and track your company’s bid management activity all in one place. Bidhive has been developed specifically to help organisations unify their sales, pre-contracts and bid teams to make the time-sensitive bid process faster and more efficient. We go a step further and provide executives with a single source of critical win-loss insights for analysis and reporting. The benefits of using a platform such as Bidhive include efficiency gains to provide return on bidding investment, and better insights to inform bidding strategy. Bidhive provides complete oversight of the formal bid process end-to-end, with: - best practice tools and templates to guide strategy, information gathering and proposal development - timeline, milestone scheduling and status updates to streamline the management multiple bids simultaneously, and - reporting insights that provide visibility into win rates, contract award values and business line performance.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (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:** 5.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Bidhive](https://www.g2.com/sellers/bidhive)
- **Year Founded:** 2017
- **HQ Location:** Fortitude Valley, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/bidhive (3 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business




## 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.




---
## 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.