Top Tools at a Glance
Best for Fast, template-driven proposals | User Review "Efficient Contract Management and Seamless Integration" ![]() NA Naomi A.
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Best for All-in-one proposal + CPQ automation | User Review "Easy Contract Drafting and Client eSignatures Made Simple" ![]() LJ Lisandro J. Mid-Market (51-1000 emp.) | ||
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Best for Interactive, web-style proposals | User Review "Effortless Aesthetic Proposals with Seamless Payments" ![]() TR Tim R.
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Best for High-volume RFP and questionnaire responses | User Review "" RC Raúl C.
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Best for Centralized RFP content management | User Review "Stellar Support and Polished RFPs" ![]() TA Tara A. Mid-Market (51-1000 emp.) | ||
Best for Services proposals with recurring pricing | User Review "Anchor Makes Setup Simple and Client Viewing Effortless" ![]() PG Priscilla G. Small-Business (50 or fewer emp.) | ||
Best for Proposal delivery with sales engagement | User Review "Improves Customer Experience & Houses All Info In One Digital Workspace For Customers" G Verified User Small-Business (50 or fewer emp.) | ||
Best for Team-scaled proposal consistency | User Review "Excellent Data Security and Compliance Focus" U Verified User Mid-Market (51-1000 emp.) | ||
Best for Complex configuration and pricing proposals | User Review "Connect with Customers More Strategically" ![]() VG Versha G. Small-Business (50 or fewer emp.) | ||
Best for | User Review "Seamless Salesforce Integration for Fast, Customizable Document Creation" RS Raj S. Enterprise (> 1000 emp.) | ||
All-in-one proposal + CPQ automation
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High-volume RFP and questionnaire responses
Complex configuration and pricing proposals
Buyer's Guide: Proposal
All Proposal Tools
This description is provided by the seller.
This description is provided by the seller.
This description is provided by the seller.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of template creation in FigsFlow, enhancing customization for client-specific proposals and engagement letters.
Users find FigsFlow's easy creation of customizable proposals and engagement letters a significant time-saver and efficient.
Users admire the extensive templates of FigsFlow, enabling quick edits for customized proposals and engagement letters.
Users are concerned about the lack of Xero integration, which is crucial for their billing processes.
Users find FigsFlow's limited feature usability due to the absence of fee alignment and upsell options.
Users note the absence of a bulk pricing update feature, which hinders easy price adjustments across the board.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of MonetizeNow, highlighting its intuitive UI and streamlined processes.
Users praise the billing efficiency of MonetizeNow, appreciating streamlined processes and reliable automated features.
Users commend the excellent customer support of MonetizeNow, enhancing their overall experience with timely assistance.
Users note the lack of essential features like DocuSign integration and long wait times for updates hinder effectiveness.
Users find the lack of a DocuSign Stripe integration for payment collection a significant gap in MonetizeNow's functionality.
Users find the difficult customization of MonetizeNow limiting as its configuration capabilities need improvement.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the ease of use of Portant, finding its layout intuitive and functionality effective for solving problems.
Users commend Portant’s exceptional customer support, highlighting their responsiveness and willingness to assist with setup and queries.
Users find significant time savings with Portant, reducing proposal preparation from 15 minutes to just 2-3 minutes.
Users report occasional glitches in Portant, though responsive customer support mitigates their impact on the experience.
Users note a potential copy-paste issue when transferring changes across matching templates, impacting usability slightly.
Users find difficult changes when trying to copy across updates to matching templates, impacting efficiency and usability.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find the ease of use in SalesRabbit highly beneficial for lead management and team monitoring.
Users love the user-friendly features of SalesRabbit, especially the Amplify feature that boosts motivation and competition.
Users find the intuitive design of SalesRabbit makes lead tracking and organization effortless, even for the less tech-savvy.
Users often face technical glitches with SalesRabbit, leading to reliability issues and a frustrating experience overall.
Users experience software bugs and glitches that hinder performance, making SalesRabbit difficult and frustrating to use.
Users report frequent bug issues that hinder performance, with glitches and crashes affecting overall usability and updates.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users enjoy the time-saving AI Agents that streamline document responses and improve workflow efficiency.
Users value the time-saving AI Agents of Thalamus AI for efficient and accurate RFP response management.
Users value the automation capabilities of Thalamus AI, streamlining proposal creation and significantly reducing processing time.
Users experience occasional software bugs, including freezing screens and loading issues, though support is responsive.
Users report occasional bug issues like the task tracker not loading, though support is prompt and helpful.
Users face integration issues with Thalamus AI, particularly noting delays with connecting Dropbox.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use and integration of Capture2Proposal, making contract management accessible and efficient.
Users praise the ease of use of Capture2Proposal, valuing its integration with other systems for accessibility.
Users appreciate the easy integrations, enabling seamless access to current contracts and enhancing overall usability.
Users experience bug issues with Capture2Proposal, requiring frequent corrections and updates to ensure proper functionality.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the document management of CLEATUS AI, simplifying government contract searches and enhancing core business focus.
Users value CLEATUS AI's efficiency in scanning contracts, allowing more focus on core business activities.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the intuitive ease of use of Dune Dev CPQ & Service Center, enhancing their workflow efficiency.
Users appreciate the easy access provided by Dune Dev CPQ & Service Center, enhancing their workflow efficiency.
Users praise the intuitive filtering options of Dune Dev CPQ & Service Center, enhancing their workflow efficiency.


























