# Best Proposal Software - Page 8 *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 ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,391 reviews) | Fast, template-driven proposals | "[Effective for Document Tracking, but Needs Improvements](https://www.g2.com/survey_responses/pandadoc-review-11792847)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,233 reviews) | Proposal delivery with sales engagement | "[Seamless Onboarding, Helpful Team, and a Clean, Reliable Dashboard](https://www.g2.com/survey_responses/getaccept-review-12682321)" | | 3 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (246 reviews) | Complex configuration and pricing proposals | "[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)" | | 4 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,279 reviews) | High-volume RFP and questionnaire responses | "[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)" | | 5 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (894 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 6 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (836 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)" | | 7 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 8 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (120 reviews) | Services proposals with recurring pricing | "[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)" | | 9 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,642 reviews) | — | "[Intuitive E-Signatures and Automation That Streamline Approvals](https://www.g2.com/survey_responses/jotform-sign-review-12955897)" | --- ## What Are the Most Common Questions About Proposal Software? *AI-generated · Last updated: May 26, 2026* ### What most trusted Proposal by sales leaders based on verified user reviews. and key capabilities? Based on G2 reviews, sales teams most often describe proposal software they trust in terms of speed, consistency, and visibility after sending documents. According to verified users, products in this category help teams build proposals from templates, track when buyers open documents, manage approvals, and collect signatures without switching between multiple tools. G2 reviewers mention that strong proposal software also supports CRM integrations, reusable content libraries, and easier collaboration between sales and operations. In recent reviews, PandaDoc is the most frequently mentioned product among eligible options, with users repeatedly highlighting proposal creation speed, template reuse, tracking, and signing workflows that help teams move deals forward. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11856586) – used for fast proposal creation, template reuse, document tracking, and e-signature workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12859481) – helps sales teams create offers quickly, track engagement, and simplify digital signing - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12868863) – supports interactive proposals, customizable templates, and client-friendly presentation experiences ### What best Proposal platforms enabling tracking of engagement metrics and acceptance rates. that deliver strong? Based on G2 reviews, buyers looking for proposal software with engagement tracking should prioritize products that show when documents are opened, what sections prospects spend time on, and when signatures or approvals are completed. According to verified users, these capabilities help sales teams time follow-ups better and keep proposals moving without guesswork. G2 reviewers mention that strong platforms in this area also combine tracking with templates, digital signatures, and easier collaboration so proposal activity is tied directly to execution. Across recent reviews, PandaDoc, GetAccept, and Qwilr are the products most often associated with document visibility, buyer engagement signals, and smoother proposal workflows for sales teams. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11819301) – gives teams visibility into customer views and proposal activity to support sales follow-up - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12681948) – offers real-time engagement tracking so teams can see opens, interactions, and signing progress - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12739009) – helps teams track proposal views and partner engagement while standardizing proposal delivery ### Which Proposal tools include templates and workflows that actually help close deals? Based on G2 reviews, PandaDoc stands out here because verified users repeatedly connect its templates and workflow features to faster proposal delivery, easier collaboration, and quicker signatures. According to verified users, proposal tools that help close deals usually combine reusable templates, content blocks or libraries, reminders, approval flow support, and simple signing steps in one process. G2 reviewers mention that these features reduce manual rework, keep content consistent, and make it easier for reps to personalize proposals without rebuilding them every time. Recent reviews also highlight that effective workflows matter most when they shorten handoffs between sales, reviewers, and customers while keeping document status visible. ### What top Proposal vendors offering integrated e-signature and approval workflow automation. and key capabilities? Based on G2 reviews, leading proposal vendors with integrated e-signature and approval workflow automation help teams move from draft to signed agreement in one system. According to verified users, the most valued capabilities include proposal creation, reusable templates, approval routing, digital signatures, payment collection or invoicing support, and visibility into document status. G2 reviewers mention that these tools reduce manual handoffs, keep records centralized, and help sales, finance, and operations stay aligned during the quote-to-signature process. In recent category reviews, PandaDoc, GetAccept, and Qwilr are repeatedly associated with all-in-one proposal creation, signing, and workflow support that helps organizations keep deals moving. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12719243) – supports electronic quoting, document tracking, certification, and standardized workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12654643) – combines proposal sending, tracking, notifications, and e-signatures in one workflow - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12701678) – connects proposal presentation with signatures and payments to speed deal completion ### What highest rated Proposal for reducing proposal cycle time and improving closure rates? Based on G2 reviews, PandaDoc is the strongest fit for this need because users consistently describe faster proposal creation, quicker sending, and easier signing as key benefits. According to verified users, reducing proposal cycle time usually comes from reusable templates, auto-filled or standardized content, smoother collaboration, reminders, and built-in tracking after documents are sent. G2 reviewers mention that these features help sales teams avoid rebuilding proposals, reduce back-and-forth, and keep customer momentum high. Reviews also connect visibility into opens and signatures with better follow-up timing, which supports stronger close outcomes. For teams prioritizing speed from draft to signed document, recent review themes point most clearly to PandaDoc. ### Which Proposal solutions effectively prevent version confusion and lost opportunities for your organization and specific needs? Based on G2 reviews, solutions that reduce version confusion tend to centralize proposal content, keep one active document source, and make collaboration visible across teams. According to verified users, the biggest pain points before adopting proposal software were scattered files, duplicate edits, outdated content, and manual back-and-forth between sales and reviewers. G2 reviewers mention that tools with shared templates, tracked revisions, content libraries, and in-platform collaboration help teams avoid sending the wrong version or missing follow-up moments. Recent reviews especially emphasize PandaDoc for centralized proposal creation and editing, Qwilr for maintaining one linked proposal version, and GetAccept for keeping communication, offers, and signing activity together in one workflow. ### What most reliable Proposal software based on reviews from sales teams and operations? Based on G2 reviews, reliability in proposal software is usually defined by consistent daily use, easy adoption across sales and operations, and fewer breakdowns between quoting, approvals, and signing. According to verified users, reliable tools help teams create documents quickly, maintain content consistency, track proposal status, and keep customer actions visible without constant manual intervention. G2 reviewers mention that products feel most dependable when they are straightforward to use, integrate into existing workflows, and support both internal collaboration and external customer signing. In the recent review set, PandaDoc, GetAccept, and Qwilr appear most often in reliability-related feedback tied to proposal execution, visibility, and team efficiency. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12579427) – keeps proposal creation, sending, tracking, and signing organized in one place - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12682321) – praised for smooth onboarding, a clear dashboard, and reliable proposal workflow support - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12068746) – helps teams deliver polished, consistent proposals while reducing formatting and workflow overhead ### Which Proposal software handles complex configurations with multiple products and pricing for your organization and specific needs? Based on G2 reviews, proposal software that handles more complex product and pricing scenarios usually combines configurable templates, pricing tables, reusable product content, and stronger quote structure controls. According to verified users, these capabilities matter when teams need to manage bundles, multiple vendor lists, itemized pricing, or project options without rebuilding proposals manually. G2 reviewers mention PandaDoc for compiling pricing with terms and keeping standard content current, Qwilr for customizable quote structures and buyer-selectable options, and QuoteWerks for centralized product, pricing, and bundle management in more detailed quoting workflows. Buyers with more layered quoting needs should look for products that keep product data organized while still making proposals client-friendly. ### How Proposal software that measurably reduces the time from initial quote to send? Based on G2 reviews, proposal software reduces time from initial quote to send by removing repetitive drafting, centralizing pricing and content, and making documents easier to assemble from templates. According to verified users, the biggest time savings come from predefined templates, reusable content blocks, automatic reminders, quote duplication, and integrations that pull information from existing systems. G2 reviewers mention that these features let teams move from customer conversation to proposal delivery much faster, especially when they no longer need to juggle spreadsheets, word processors, and separate signing tools. Across recent reviews, PandaDoc, Qwilr, and QuoteWerks are repeatedly linked to faster quote preparation and smoother quote-to-send workflows. ### What are the best Proposal software platforms designed specifically for sales teams? Based on G2 reviews, the best proposal software platforms for sales teams are the ones that make it easier to create polished proposals fast, track buyer engagement, and move directly into approval or signature steps. According to verified users, sales-focused platforms stand out when they combine templates, CRM-connected workflows, visibility into document activity, and simple collaboration between reps and supporting teams. G2 reviewers mention that sales teams value tools that help them stay consistent while still personalizing offers for each buyer. In the recent review data, PandaDoc, GetAccept, and Qwilr are the most consistently mentioned platforms for sales-driven proposal creation, engagement tracking, and closing workflows. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12678944) – supports sales teams with tailored proposals, content libraries, and streamlined quoting workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12683567) – helps sales teams present, track, and close deals with engagement visibility - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12708455) – speeds proposal creation for sales teams with reusable blocks and CRM-connected workflows ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 286 ### Category Stats (Jun 2026) - **Average Rating**: 4.49/5 The average rating of products in this category, based on all submitted ratings - **New Reviews This Quarter**: 285 - **Buyer Segments**: Mid-Market 43% │ Small-Business 42% │ Enterprise 15% Represents the distribution of reviewers across all products in this category. - **Top Trending Product**: Dasseti ENGAGE (+3.3%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,300+ Authentic Reviews - 286+ 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. ## Which Proposal Software Is Best for Your Use Case? - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### Flowcase Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win. [Visit website](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=79899&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%3D8&secure%5Btoken%5D=2e72bd60e94b79ef39214ee405be1957d36b483876a1ae3fd18ebd9f77fe3421&secure%5Burl%5D=https%3A%2F%2Fhubspot.flowcase.com%2Fg2&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [AI-powered end-to-end proposal software](https://www.g2.com/products/ai-powered-end-to-end-proposal-software/reviews) LotusPetal AI is the end-to-end RFP platform built for small and mid-sized businesses that want to win more deals without burning weeks on every proposal. Powered by our Containerized Proposal Intelligence Core, LotusPetal AI automates the entire RFP lifecycle. From surfacing the right opportunities to drafting tailored responses, checking for compliance, and refining every section with conversational prompts. With built-in machine learning, interactive guidance, and domain-specific intelligence, we help lean teams go from "Where do we start?" to "We're submitting the proposal" in a fraction of the time. Key capabilities: ✅ AI-powered opportunity discovery ✅ Smart opportunity scoring and prioritization ✅ Long-form proposal generation ✅ Compliance checks ✅ Real-time proposal editing with conversational AI prompts **Who Is the Company Behind AI-powered end-to-end proposal software?** - **Seller:** [LotusPetal AI](https://www.g2.com/sellers/lotuspetal-ai) - **Year Founded:** 2025 - **HQ Location:** Houston, US - **LinkedIn® Page:** https://www.linkedin.com/company/lotuspetal-ai/ (12 employees on LinkedIn®) ### 2. [Ansarada Procure](https://www.g2.com/products/ansarada-procure/reviews) Ansarada Procure is a specialized software platform designed to streamline and secure the procurement processes of large, complex infrastructure projects. It offers a comprehensive suite of tools that enhance efficiency, compliance, and collaboration throughout the procurement lifecycle. **Average Rating:** 4.9/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Ansarada Procure?** - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) **Who Is the Company Behind Ansarada Procure?** - **Seller:** [ansarada](https://www.g2.com/sellers/ansarada) - **Year Founded:** 2005 - **HQ Location:** The Rocks, Sydney, NSW - **Twitter:** @ansarada (1,534 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ansarada (170 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market #### What Are Ansarada Procure's Pros and Cons? **Pros:** - Ease of Implementation (1 reviews) - Ease of Use (1 reviews) - Easy Implementation (1 reviews) - Implementation Ease (1 reviews) - Onboarding (1 reviews) ### 3. [Answer Writer](https://www.g2.com/products/answer-writer/reviews) Answer Writer – AI-Powered Solution for Compliance, Audit, and RFP Response Automation In today’s regulatory landscape, organizations face growing pressure to provide timely, accurate, and fully compliant responses to regulators, auditors, and business partners. Drafting responses for audits, RFPs, or regulatory inquiries can consume weeks of work from compliance, legal, and commercial teams. These highly skilled professionals often find themselves trapped in repetitive, low-value tasks, leaving less time for strategic initiatives. Answer Writer, developed by Smart Global Governance, was created to solve this challenge. This AI-powered GRC solution automates and accelerates the creation of high-quality responses, turning what was once a manual and error-prone process into a streamlined, strategic advantage. By combining cutting-edge AI, built-in regulatory frameworks, and secure data management, Answer Writer enables organizations to focus on decision-making and growth, rather than paperwork. **Who Is the Company Behind Answer Writer?** - **Seller:** [Smart Global Governance](https://www.g2.com/sellers/smart-global-governance) - **Year Founded:** 2019 - **HQ Location:** Valbonne, FR - **LinkedIn® Page:** https://www.linkedin.com/company/smartglobalgovernance/ (63 employees on LinkedIn®) ### 4. [ApModulus](https://www.g2.com/products/apmodulus/reviews) Generate and send your quotes in no time with your product catalog available anytime and anywhere you go. **Who Is the Company Behind ApModulus?** - **Seller:** [Imaginerv](https://www.g2.com/sellers/imaginerv) - **Year Founded:** 2017 - **HQ Location:** Monterrey, MX - **LinkedIn® Page:** https://www.linkedin.com/company/imaginerv (2 employees on LinkedIn®) ### 5. [Best Proposals](https://www.g2.com/products/best-proposals-best-proposals/reviews) Best Proposals is a proposal software that is designed for sales and BDM teams to send fast, simple proposals to scale deals and close contracts. **Who Is the Company Behind Best Proposals?** - **Seller:** [Best Proposals](https://www.g2.com/sellers/best-proposals) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 6. [BidCraft](https://www.g2.com/products/bidcraft/reviews) An AI-powered proposal and RFP response generator that helps you create professional, high-quality proposals in minutes. Simply upload your RFP and let AI analyze requirements, generate structured drafts, and streamline your entire bidding process—so you can respond faster and win more contracts. **Who Is the Company Behind BidCraft?** - **Seller:** [BidCraft](https://www.g2.com/sellers/bidcraft) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 7. [BidPacto](https://www.g2.com/products/bidpacto/reviews) BidPacto is an AI-powered RFP response workspace for small businesses that need to respond to bids, tenders, municipal contracts, school district contracts, enterprise vendor questionnaires, and government procurement opportunities. The platform turns RFP documents into a structured bid plan, compliance matrix, risk review, and editable first-draft proposal responses. Teams can upload an RFP, add company source documents, review requirements, fill gaps, improve answers, and export proposal-ready content without starting from a blank page. **Who Is the Company Behind BidPacto?** - **Seller:** [BidPacto](https://www.g2.com/sellers/bidpacto) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/bidpacto (1 employees on LinkedIn®) ### 8. [Bidrik](https://www.g2.com/products/bidrik/reviews) Bidrik is a tool for creating, sending, tracking and closing quotes and sales proposals. **Who Is the Company Behind Bidrik?** - **Seller:** [Bidrik](https://www.g2.com/sellers/bidrik) - **Year Founded:** 2013 - **HQ Location:** Linköping, SE - **LinkedIn® Page:** http://www.linkedin.com/company/bidrik (4 employees on LinkedIn®) ### 9. [Bloks, Inc.](https://www.g2.com/products/bloks-inc/reviews) Bloks is an AI-powered personal CRM designed to enhance professional relationships by automating note-taking, meeting preparation, and task management. It integrates seamlessly with platforms like Zoom, Teams, and Slack, providing users with comprehensive meeting summaries, personalized briefs, and actionable insights without the need for intrusive bots or plugins. **Who Is the Company Behind Bloks, Inc.?** - **Seller:** [Bloks, Inc.](https://www.g2.com/sellers/bloks-inc) - **Year Founded:** 2021 - **HQ Location:** Ottawa, CA - **LinkedIn® Page:** https://www.linkedin.com/company/bloksapp (10 employees on LinkedIn®) ### 10. [Blue Edge AI](https://www.g2.com/products/blue-edge-ai/reviews) Blue Edge AI goes beyond standard automation. We combine expert bid knowledge with AI, our platform helps you navigate vast data sets, including 80+ languages, unlock critical insights, and maintain quality across every response. Blue Edge AI adapts to your needs – whether you’re looking to transform your entire bid process or seeking support for a single complex tender. Deploy it company-wide to enhance your team’s capabilities, or use it to streamline a specific high-stakes submission. Our platform scales to match your requirements, from individual projects to full organisational integration. **Who Is the Company Behind Blue Edge AI?** - **Seller:** [Blue Edge AI](https://www.g2.com/sellers/blue-edge-ai) - **Year Founded:** 2023 - **HQ Location:** Brighton, GB - **LinkedIn® Page:** https://www.linkedin.com/company/blue-edge-ai/ (6 employees on LinkedIn®) ### 11. [BOEMax](https://www.g2.com/products/boemax/reviews) Estimates and price are the key determinants for successful contract awards. Utilizing the right estimating and pricing tools can provide a significant competitive advantage. **Who Is the Company Behind BOEMax?** - **Seller:** [ProjStream](https://www.g2.com/sellers/projstream) - **Year Founded:** 2009 - **HQ Location:** Lake Mary, US - **Twitter:** @projstream (1,157 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/projstream (4 employees on LinkedIn®) ### 12. [Bondly](https://www.g2.com/products/bondly/reviews) Automate your pre-sales process and scale up a business. Bondly is a cost-estimate template tool that not only helps you effectively automate the part of your pre-sales process but aleso manage deals within a simple CRM and increase quote-to-deal conversion rate. Simple but effective. **Who Is the Company Behind Bondly?** - **Seller:** [bondly s. r. o.](https://www.g2.com/sellers/bondly-s-r-o) - **Year Founded:** 2021 - **HQ Location:** Bratislava, SK - **LinkedIn® Page:** https://www.linkedin.com/company/bondly-estimates (2 employees on LinkedIn®) ### 13. [Brainial Tender AI](https://www.g2.com/products/brainial-tender-ai/reviews) Brainial is an artificial intelligence powered digital assistant that helps users discover and qualify tenders faster with an all-in-one dashboard and unlimited customized search profiles. It analyzes documents to spot anomalies and risks to support quicker bid/no-bid decisions. Brainial simplifies clarification rounds and document versioning and can generate tailored proposals by reusing historical content. Key features include automated summaries, advanced search, an interactive chatbot, streamlined clarifications, clear version control, and AI writing assistance to create customized proposals. **Who Is the Company Behind Brainial Tender AI?** - **Seller:** [Brainial](https://www.g2.com/sellers/brainial) - **Year Founded:** 2019 - **HQ Location:** Utrecht, NL - **LinkedIn® Page:** https://www.linkedin.com/company/brainial (28 employees on LinkedIn®) ### 14. [Briefance](https://www.g2.com/products/briefance/reviews) Briefance is an AI tool for freelancers, designers, developers, and small agencies that turns chaotic client emails, Slack threads, and PDFs into fully structured project briefs in seconds. It extracts scope, deliverables, timeline, budget range, and the questions the client forgot to answer, then lets you export a branded PDF or send a one-click proposal with view tracking and an acceptance flow. The 1-2 hour ritual every freelancer knows (read the email three times, list missing info, estimate scope, write a clarifying reply) is compressed into a single click. Features: - Paste emails, Slack threads, or upload PDFs and DOCX files - Streaming AI generation with editable structured output - Branded PDF export with your logo, colors, and fonts - One-click proposal with client-side acceptance and signature - Public share links with view tracking (know when the client opens it) - Reusable templates with variable substitution - Team workspaces with roles and an activity log - Multi-language support (English, Turkish, Spanish, German, French) Built on Next.js 16, Anthropic Claude, and Supabase. Free tier with 3 briefs/month, no credit card required. Pro at $19/month, Agency at $49/month. EU data residency available. GDPR and KVKK compliant. Client data is never used for training. **Who Is the Company Behind Briefance?** - **Seller:** [Briefance](https://www.g2.com/sellers/briefance) - **Year Founded:** 2026 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/briefance/ (1 employees on LinkedIn®) ### 15. [BrightPrice Suite](https://www.g2.com/products/brightprice-suite/reviews) BrightPrice Suite is a comprehensive pricing solution that caters to the specific needs of pricing experts, sales professionals, and finance experts. It revolutionizes the management of pricing by offering tailored modules for streamlined workflows and dynamic insights. BrightPrice Foundation: For all involved With integrated impact analysis, price changes can be implemented with confidence. BrightPrice Foundation empowers you to control, standardize, and enhance your pricing maturity. BrightPrice Insights: For Pricing Experts Simplify pricing strategies and enhance governance with meaningful commercial views. Simulate improvement actions and seamlessly integrate views with other BrightPrice modules. BrightPrice Build: For Pricing Teams Specifically designed for pricing teams, this SAP-embedded Price Management tool simplifies and governs changes to price lists and conditions, ensuring an efficient workflow without the need for a complex data layer. BrightPrice Deal: For Sales Professionals Tailored for sales professionals, this module offers customer configuration, quotation management, and simulation tools directly in SAP. Ensure a streamlined workflow and dynamic pricing insights. BrightPrice Rebate: For Finance Experts Finance experts can effortlessly create, assign, manage, and settle customer rebates in S/4. Backed by real-time analytics, this module integrates seamlessly with Customer Condition Contracts, empowering finance teams to make strategic decisions for sustained financial growth. **Who Is the Company Behind BrightPrice Suite?** - **Seller:** [Sposea](https://www.g2.com/sellers/sposea) - **Year Founded:** 2015 - **HQ Location:** Hoofddorp, NL - **LinkedIn® Page:** http://www.linkedin.com/company/sposea (30 employees on LinkedIn®) ### 16. [Bullet](https://www.g2.com/products/gleman-software-development-ltd-bullet/reviews) Bullet is an all-in-one business toolkit designed to streamline and automate financial and operational tasks for small businesses and startups. By integrating essential tools such as accounting, invoicing, payroll, project management, proposals, and communication, Bullet eliminates the need for multiple disparate applications, providing a cohesive and efficient platform. This comprehensive suite empowers businesses to manage their finances, projects, and client interactions seamlessly, allowing entrepreneurs to focus on growth and innovation. Key Features and Functionality: - Accounting & Payroll: Automated accounting processes with smart workflows, error checking, and sales tax reports, along with simple online payroll management that generates tax returns. - Project Management: Tools to plan, execute, and monitor projects efficiently, offering live profit scores and insights to enhance project profitability. - Invoicing & Payments: Creation of professional invoices with integrated online payment options, reducing payment cycles and improving cash flow. - Proposals: Development of compelling proposals using customizable templates, facilitating client approvals and project initiation. - Communication: Integrated chat features that centralize project discussions, task comments, and team communications, ensuring clarity and collaboration. - Receipts & Expenses: Automated receipt recognition and categorization, synchronized with accounting tools for accurate expense tracking. - Storage: Unlimited storage capacity, allowing secure attachment and management of files within projects and communications. Primary Value and Solutions Provided: Bullet addresses the common challenges faced by small businesses, such as managing multiple tools, ensuring financial compliance, and maintaining efficient operations. By offering an integrated platform, Bullet simplifies financial management, reduces administrative burdens, and enhances operational efficiency. This consolidation not only saves time and resources but also provides real-time insights into business performance, enabling informed decision-making and fostering business growth. Additionally, Bullet's user-friendly interface and automation features minimize errors and ensure compliance with tax regulations, offering peace of mind to business owners. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Bullet?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Bullet?** - **Seller:** [Gleman Software Development Ltd](https://www.g2.com/sellers/gleman-software-development-ltd) - **Year Founded:** 2010 - **HQ Location:** Dublin, IE - **LinkedIn® Page:** https://www.linkedin.com/company/bullet-hq/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise ### 17. [Butterscotch](https://www.g2.com/products/butterscotch/reviews) Butterscotch has many features to help streamline your small business! You can create and save reusable templates of your contracts, set up online payment options, and send them to your clients in minutes. Butterscotch automated email reminders help you help clients complete your important documents. Document signers can conveniently view, sign, and complete contracts from their mobile device or computer. Audit logs track all user activity. Butterscotch's premium plans allow you to collaborate with coworkers. **Who Is the Company Behind Butterscotch?** - **Seller:** [Confection Labs](https://www.g2.com/sellers/confection-labs) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 18. [Clarrow](https://www.g2.com/products/clarrow/reviews) We help freelancers streamline workflows so they have more billable time. Clarrow is an all-in-one business management tool designed for freelancers. Don't worry about admin tasks and make more time for the work you love. **Who Is the Company Behind Clarrow?** - **Seller:** [Clarrow](https://www.g2.com/sellers/clarrow) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 19. [Clientsby](https://www.g2.com/products/clientsby/reviews) Clientsby is a modern tool that helps sales professionals to create web-based Interactive proposals and Quotes to win more deals. With a focus on Analytics, Clientsby provides session recording & replay for your documents. Know when and what your prospects have already seen and take the next step at the best moment to close the deal. **Who Is the Company Behind Clientsby?** - **Seller:** [Clientsby](https://www.g2.com/sellers/clientsby) - **Year Founded:** 2023 - **Twitter:** @clientsby (13 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/clientsby/ (1 employees on LinkedIn®) ### 20. [Coposal](https://www.g2.com/products/coposal/reviews) The age of creating inconvenient proposals with office documents has ended. With Coposal you can create your proposal in minutes, allow the client to choose from freely selectable options and negotiate further details directly online through the Coposal webinterface. With Teamwork in mind you can assign proposals to the employee in charge and make notes on the clients special needs. Coposal helps you to sped up the entire process of a classic proposal procedure. **Who Is the Company Behind Coposal?** - **Seller:** [OnDemand](https://www.g2.com/sellers/ondemand-f8b1106e-bf1a-4f5c-88fa-90e88bce3696) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 21. [Deal Summaries](https://www.g2.com/products/deal-summaries/reviews) Sybill's Deal Summaries is an AI-powered solution designed to automate and enhance CRM data management for sales teams. By analyzing all calls and emails associated with a deal, it ensures that CRM systems are updated in real-time with comprehensive and accurate information. This automation allows sales professionals to focus more on selling and less on manual data entry, leading to improved efficiency and more precise forecasting. **Who Is the Company Behind Deal Summaries?** - **Seller:** [Sybill](https://www.g2.com/sellers/sybill) - **Year Founded:** 2021 - **HQ Location:** Mountain View, US - **Twitter:** @sybill_ai (81 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sybill/ (54 employees on LinkedIn®) ### 22. [DemoSquare](https://www.g2.com/products/demosquare/reviews) DemoSquare is an AI-powered SaaS platform designed to assist public-affairs professionals in monitoring, analyzing, and predicting legislative developments. By aggregating data from multiple sources, including parliamentary records, federal courts, and media outlets, DemoSquare enables users to stay ahead of regulatory changes and make informed decisions swiftly. **Who Is the Company Behind DemoSquare?** - **Seller:** [DemoSquare](https://www.g2.com/sellers/demosquare) - **Year Founded:** 2023 - **HQ Location:** Lausanne, CH - **LinkedIn® Page:** https://www.linkedin.com/company/demosquare/ (11 employees on LinkedIn®) ### 23. [DigiQuoto](https://www.g2.com/products/digiquoto/reviews) Craft beautiful sales proposals that stand apart **Who Is the Company Behind DigiQuoto?** - **Seller:** [DigiQuoto](https://www.g2.com/sellers/digiquoto) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 24. [Document Analyzer](https://www.g2.com/products/document-analyzer/reviews) Atebion's Document Analyzer accurately and quickly parses legal type documents (e.g. RFPs) **Who Is the Company Behind Document Analyzer?** - **Seller:** [Atebion](https://www.g2.com/sellers/atebion) - **Year Founded:** 2010 - **HQ Location:** Tampa, US - **LinkedIn® Page:** https://www.linkedin.com/company/atebion-llc (2 employees on LinkedIn®) ### 25. [DraftSpark.ai](https://www.g2.com/products/draftspark-ai/reviews) DraftSpark.ai is RFP Response automation software that expands your team's bid bandwidth so you can create smart, strategic RFP responses in less time. DraftSpark uses state-of-the-art NLP technologies to help you find your prior proposal content fast and accurately, easily understand key requirements of incoming RFPs, and simplifies management of your content database by eliminating manual tasks. **Who Is the Company Behind DraftSpark.ai?** - **Seller:** [DraftSpark](https://www.g2.com/sellers/draftspark) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [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) --- ## How Do You Choose the Right Proposal Software? ### 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.