Best Proposal Software - Page 7

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 295

Category Stats (Aug 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: August 04, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,600+ Authentic Reviews
  • 295+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Proposal Software

G2 Grid® for Proposal Software plotting products by satisfaction and market presence

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

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

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altaFlow

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.

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Momenteo

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: 13

How Do G2 Users Rate Momenteo?

  • Ease of Use: 9.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Momenteo?

  • Seller: Momenteo
  • Year Founded: 2014
  • HQ Location: Quebec
  • Twitter: @Momenteo
    295 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Small, 31% Large

What Are Recent G2 Reviews of Momenteo?

What Are G2 Users Discussing About Momenteo?

MonetizeNow

MonetizeNow is an AI-powered unified CPQ, Billing, Metering, and Revenue platform purpose-built for modern B2B SaaS companies. Unlike legacy quote-to-cash tools that require stitching together separate CPQ, billing, and usage systems, MonetizeNow is built on a single contract-centric data model. This helps revenue teams manage the full lifecycle — quoting, approvals, amendments, renewals, usage billing, invoicing, revenue recognition, and reporting — from one unified platform. MonetizeNow supports complex SaaS monetization models including subscriptions, usage-based pricing, credits, minimum commits, ramps, co-terming and proration. Furthermore, MonetizeNow supports PLG, SLG and resellers seamlessly.

Average Rating: 4.9/5.0

Total Reviews: 41

How Do G2 Users Rate MonetizeNow?

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

Who Is the Company Behind MonetizeNow?

  • Seller: MonetizeNow
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Santa Clara, CA
  • Twitter: @MonetizeNowIo
    38 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 34% Small

What Do G2 Reviewers Say About MonetizeNow?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the responsive support from MonetizeNow, consistently getting proactive help and quick answers to their needs.
  • Users value the ease of use of MonetizeNow, appreciating its intuitive UI and responsive support team.
  • Users value the significant efficiency gains from MonetizeNow, simplifying complex tasks and enhancing overall productivity.
  • Users value the exceptional support from MonetizeNow, appreciating their responsiveness and problem-solving approach.
  • Users value the billing efficiency of MonetizeNow, appreciating its automation and excellent support during implementation.
Cons
  • Users note missing features in MonetizeNow, requiring heavy customization and still awaiting essential updates and bug fixes.
  • Users find the difficult customization process challenging, especially for complex billing and configuration needs.
  • Users find it frustrating that current usage data cannot be pulled, complicating reporting and analysis tasks.
  • Users find system limitations frustrating, as current features don't meet complex billing needs and lack detail.
  • Users find the complexity of implementation challenging, especially those without coding experience in configuring pricing rules.

What Are Recent G2 Reviews of MonetizeNow?

NiftyQuoter

NiftyQuoter helps you create beautiful proposals and quotes for your clients easily.

Average Rating: 4.0/5.0

Total Reviews: 6

How Do G2 Users Rate NiftyQuoter?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.3/10 (Category avg: 8.8/10)

Who Is the Company Behind NiftyQuoter?

Who Uses This Product?

  • Company Size: 83% Small, 33% Medium

What Are Recent G2 Reviews of NiftyQuoter?

What Are G2 Users Discussing About NiftyQuoter?

seProposals

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

How Do G2 Users Rate seProposals?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind seProposals?

  • Seller: salesElement
  • Year Founded: 2003
  • HQ Location: Pearl River, US
  • Twitter: @salesElement
    416 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 50% Large

What Are Recent G2 Reviews of seProposals?

What Are G2 Users Discussing About seProposals?

Catapult

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

How Do G2 Users Rate Catapult?

  • Ease of Use: 8.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Catapult?

Who Uses This Product?

  • Company Size: 55% Small, 45% Medium

What Do G2 Reviewers Say About Catapult?

AI-generated summary from verified user reviews

Pros
  • Users value the easy setup of Catapult, finding it beneficial for establishing HSA accounts effortlessly.

What Are Recent G2 Reviews of Catapult?

Proposal Architect

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

How Do G2 Users Rate Proposal Architect?

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

Who Is the Company Behind Proposal Architect?

  • Seller: Fedmarket.com
  • Year Founded: 1996
  • HQ Location: Ketchum, US
  • Twitter: @GSA_Tips
    146 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 75% Small, 25% Medium

What Are Recent G2 Reviews of Proposal Architect?

QuoteCloud

QuoteCloud is an intelligent sales quoting and proposal management platform that helps businesses streamline the way they create, send, and close deals. Designed for sales teams, QuoteCloud automates time-consuming quote creation with dynamic content, pricing tables, and interactive customer experiences. QuoteCloud's built-in AI coworker assists users in writing compelling sales content, help estimate pricing, generating product descriptions, and personalising proposals in seconds. QuoteCloud also integrates with 1000's of other SaaS products such as CRMs, Job Management, accounting software — ensuring your sales process connects seamlessly from quote to close. With real-time collaboration, custom templates, digital signatures, and performance analytics, QuoteCloud empowers teams to respond faster, impress clients, and win more business. No matter what industry you operate in whether you’re managing proposals, quotes, or contracts, QuoteCloud turns complex workflows into a smooth, professional experience for both your team and your customers. Key Benefits: + Create visually stunning, interactive proposals in minutes + Collaborate with team members in real time + Automate product pricing and data imports from external systems + Personalise and enhance content with AI-powered assistance + Track customer engagement and approvals + Integrate with CRMs, GDS, and payment solutions

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate QuoteCloud?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind QuoteCloud?

  • Seller: QuoteCloud
  • Year Founded: 2015
  • HQ Location: Sydney, AU
  • Twitter: @corpinteractive
    58 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of QuoteCloud?

Ratio

Ratio is the Closing Motion Platform for B2B technology scale-ups. Most scale-ups treat close as a signature, then wait on cash through fragmented handoffs. Proposals sit with sales, payment terms bounce to finance, billing is configured somewhere else, and collections happen in yet another system. Every handoff adds delay, error, and revenue leakage. It gets worse when you bill monthly. You can win the deal and still collect the value over months. Ratio consolidates the fragmented close into one motion. Proposals. One link with terms, payment options, and checkout built in. The buyer picks how they want to pay, accepts, and moves forward. No separate documents, no chasing signatures, no toggling between tools to close the deal. BNPL. Offer buyers flexible payment terms at the moment of close. They pay over time, you collect total contract value upfront. No discounting to force annual prepayment, no monthly billing drag. Renewals. When the current contract expires, the next one starts automatically. Terms are re-evaluated, pricing is updated, and the same post-close flow runs again. No manual renewal work and no gaps in coverage. Collections. Follow-ups, disputes, and delinquency management stay connected to the original proposal terms, so there is no reconciliation across disconnected systems. Less AR workload and faster recovery. An AI orchestration layer runs the motion. Risk is priced in real time, approvals route automatically, and renewals trigger on schedule. Specialized agents handle deal desk pricing, buyer checkout, risk scoring, and collections follow-up, and each one learns from every deal funded on the platform. Ratio is headless, so it embeds inside your CRM and the tools your team already works in. What scale-ups see with Ratio: 60%+ revenue uplift. 20-30% higher win rates by removing budget friction from the sales process. Total contract value collected upfront while buyers pay monthly. Less discounting to force annual prepayment. Fewer tools to run the closing motion. Built for CROs who need to close without discounting, RevOps and deal desk teams who need one controlled flow, and CFOs who need predictable cash. Close is not a signature. Close is cash upfront.

Average Rating: 4.7/5.0

Total Reviews: 35

How Do G2 Users Rate Ratio?

  • Ease of Use: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Ratio?

  • Seller: Ratio
  • Company Website:
  • Year Founded: 2021
  • HQ Location: San Mateo, US
  • LinkedIn® Page: www.linkedin.com
    46 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Company Size: 53% Medium, 29% Large

What Do G2 Reviewers Say About Ratio?

AI-generated summary from verified user reviews

Pros
  • Users find Ratio's ease of use exceptional, enhancing workflows with seamless integration and a user-friendly experience.
  • Users value the easy setup of Ratio, making onboarding and payments straightforward and user-friendly.
  • Users value the quick and flexible payment processing of Ratio, enhancing cash flow and partner relationships.
  • Users commend the outstanding customer support from Ratio, ensuring quick assistance and enhancing their sales process efficiency.
  • Users value the speed and efficiency of Ratio, enhancing sales processes and ensuring quick cash collection.
Cons
  • Users experience slow performance with delayed codes and prolonged loading times, impacting their overall satisfaction.
  • Users find the strict eligibility criteria challenging, especially with the requirement for exact business details.
  • Users find that the manual approval process can delay their experience due to insufficient credit history for brands.
  • Users face approval process issues due to manual interventions when brands lack extensive credit history.
  • Users often experience delays in receiving one-time codes, which can hinder their access and usability of Ratio.

What Are Recent G2 Reviews of Ratio?

Sellizer

Sellizer is a sales engagement tool that gives you full visibility into what happens after you send a proposal. Instead of guessing whether a prospect read your offer, you see the exact moment they opened it, how long they spent on each page, which sections they revisited, and who else they shared it with. Real-time notifications let your sales team follow up at the highest-intent moment - when the prospect is actively reading. Automated, scheduled follow-ups keep deals moving without manual effort, and detailed engagement analytics help you identify which proposals, pages, and pricing structures actually convert. Sellizer integrates with leading CRMs including HubSpot, Pipedrive, Salesforce, Zoho, Monday, Dynamics 365, Raynet, and Firmao, so proposal activity flows directly into your sales workflow. Built for B2B sales teams that send proposals as PDFs and want to close more deals based on data, not guesswork.

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate Sellizer?

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

Who Is the Company Behind Sellizer?

  • Seller: Sellizer
  • Year Founded: 2018
  • HQ Location: Rzeszów, PL
  • Twitter: @sellizer
    10 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Sellizer?

uman.ai

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

How Do G2 Users Rate uman.ai?

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

Who Is the Company Behind uman.ai?

  • Seller: uman.ai
  • Year Founded: 2019
  • HQ Location: Ghent, BE
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 25% Large

What Are Recent G2 Reviews of uman.ai?

WeSuite

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

How Do G2 Users Rate WeSuite?

  • Ease of Use: 7.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind WeSuite?

  • Seller: WeSuite
  • Year Founded: 2008
  • HQ Location: White Plains, US
  • Twitter: @WeSuite
    711 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of WeSuite?

What Are G2 Users Discussing About WeSuite?

Axiom Sales Manager

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

How Do G2 Users Rate Axiom Sales Manager?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Axiom Sales Manager?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Axiom Sales Manager?

What Are G2 Users Discussing About Axiom Sales Manager?

BahaQuote Software

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

How Do G2 Users Rate BahaQuote Software?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind BahaQuote Software?

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Are Recent G2 Reviews of BahaQuote Software?

What Are G2 Users Discussing About BahaQuote Software?

ClientSky

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

How Do G2 Users Rate ClientSky?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind ClientSky?

  • Seller: Jaroop
  • Year Founded: 2010
  • HQ Location: West Hartford, US
  • Twitter: @Jaroop
    330 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Large

What Are Recent G2 Reviews of ClientSky?

DirectRFP

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

How Do G2 Users Rate DirectRFP?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 5.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 6.7/10 (Category avg: 8.8/10)

Who Is the Company Behind DirectRFP?

  • Seller: DirectRFP
  • Year Founded: 2018
  • HQ Location: Roseville, US
  • Twitter: @Direct_RFP
    29 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Are Recent G2 Reviews of DirectRFP?

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