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" ![]() KG Kaif G.
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Best for Interactive, web-style proposals | User Review "Saves Time with Effortless Proposal Design" ![]() 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" U Verified User Mid-Market (51-1000 emp.) | ||
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 "Effortless Proposals and Agreements with Smart Pricing Features" A 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 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 Complex configuration and pricing proposals | User Review "A Systematic Way to Connect with Customers" ![]() 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" ![]() DV Danielle V.
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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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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.
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 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 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.
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.
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 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.


























