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Best Proposal Software in 2026 - Page 7

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Category Reviews

Fast, template-driven proposals

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PandaDoc

All-in-one proposal + CPQ automation

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DealHub.io

Interactive, web-style proposals

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Qwilr

Best Proposal Software At A Glance

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Highest Performer:
Easiest to Use:
Top Trending:
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Top Tools at a Glance

Best for

Fast, template-driven proposals

User Review

"Dynamic Proposal Graphics and Advanced Analytics That Help Close Deals"

CR

Clotilde R.

Small-Business (50 or fewer emp.)

Best for

All-in-one proposal + CPQ automation

User Review

"Automates Sales with Easy Integrations"

Kaif G.
KG

Kaif G.

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Best for

Interactive, web-style proposals

User Review

"Saves Time with Effortless Proposal Design"

Aubrey H.
AH

Aubrey H.

Small-Business (50 or fewer emp.)

Best for

High-volume RFP and questionnaire responses

User Review

"Essential Collaboration Tool for Streamlined Responses"

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

Best for

Centralized RFP content management

User Review

"Stellar Support and Polished RFPs"

Tara A.
TA

Tara A.

Mid-Market (51-1000 emp.)

Best for

Services proposals with recurring pricing

User Review

"Effortless Proposals and Agreements with Smart Pricing Features"

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

Best for

Team-scaled proposal consistency

User Review

"Excellent Data Security and Compliance Focus"

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

Best for

Proposal delivery with sales engagement

User Review

"Improves Customer Experience & Houses All Info In One Digital Workspace For Customers"

Verified User
G

Verified User

Small-Business (50 or fewer emp.)

Best for

Complex configuration and pricing proposals

User Review

"A Systematic Way to Connect with Customers"

Nagendra v.
NV

Nagendra v.

Small-Business (50 or fewer emp.)

Best for

Proposal-to-billing automation for service firms

User Review

"Transforms Client Engagements with Ease"

Danielle V.
DV

Danielle V.


Fast, template-driven proposals

All-in-one proposal + CPQ automation

Interactive, web-style proposals

High-volume RFP and questionnaire responses

Centralized RFP content management

Services proposals with recurring pricing

Team-scaled proposal consistency

Proposal delivery with sales engagement

Complex configuration and pricing proposals

Proposal-to-billing automation for service firms

Buyer's Guide: Proposal

All Proposal Tools

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253 Listings in Proposal Available
Product Description
Product Description
Pros and Cons

Users find Catapult to be amazing and highly useful, enhancing their overall experience and productivity.

Users often face payment issues with Catapult, leading to frustration and dissatisfaction with the service.

Users express frustration with poor customer support, often feeling neglected and unable to resolve issues efficiently.

Users report payment issues with Catapult, leading to frustration and complications in their overall experience.

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Pros and Cons

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.

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G2 recognized Portant
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Pros and Cons

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.

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Pros and Cons

Users find SalesRabbit to be fast and easy to integrate, with a user-friendly design and reliable performance.

Users admire the user-friendly design and exceptional customer support of SalesRabbit, enhancing productivity and team motivation.

Users appreciate the exceptional customer support of SalesRabbit, ensuring prompt responses and effective problem resolution.

Users experience frequent technical glitches with SalesRabbit, leading to frustration and unreliable performance in essential functions.

Users face frequent software bugs causing crashes and glitches, significantly hindering usability and reliability.

Users report frequent bugs and glitches with SalesRabbit, causing frustrating disruptions and delays in functionality.

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Pros and Cons

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.

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Pros and Cons

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.

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Pros and Cons

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.

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Pros and Cons

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.

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Pros and Cons

Users value the ease of use of Indy, which enhances productivity with a user-friendly interface and flexibility.

Users value the user-friendly interface of Indy, enhancing productivity and simplifying their work processes.

Users love the easy-to-use interface of Indy, streamlining client management and boosting business growth.

Users experience occasional technical hitches with Indy, but support is readily available to resolve issues quickly.

Users feel that the inadequate AI performance limits the precision of the drafts generated by Indy.

Users desire more effective AI integration in Indy for creating precise drafts and enhancing overall efficiency.

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Why You Can Trust G2's Software Rankings

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