# Best Proposal Software - Page 9

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 293

### Category Stats (Aug 2026)

- **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 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
- 293+ 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](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=19019&focus%5B%5D=164780&focus%5B%5D=6327)

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

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

**Sponsored**

### Anchor

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-01T20%3A50%3A00Z&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=164780&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%3D9%26post_lead_product%3Drfp360&secure%5Btoken%5D=24df72bd131ebfb8fce5ca4c6a92c6a8155123cd1d1101b814c8818de0375c99&secure%5Burl%5D=https%3A%2F%2Fwww.sayanchor.com%2Flp%2Fget-started-for-free%3Futm_medium%3Dcpc%26utm_channel%3Dpaid_media%26utm_source%3Dg2%26utm_campaign%3D986543217-g2_cpc_ads&secure%5Burl_type%5D=custom_url)

### [Penna app](https://www.g2.com/products/penna-app/reviews)

Penna let you generate and send high-converting, business proposals faster with AI, helping you win more customers in less time.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Penna app?

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

#### Who Is the Company Behind Penna app?

- **Seller:** [Penna app](https://www.g2.com/sellers/penna-app)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Penna app?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **presentation quality** of the Penna app, enabling swift and professional proposal creation.
- Users value the **efficiency in proposal management** of Penna app, facilitating quick and professional proposal preparation.

##### Cons

- Users find the **inadequate AI performance** can lead to unintended rewrites, complicating their editing experience.

#### What Are Recent G2 Reviews of Penna app?

**["Good proposal service"](https://www.g2.com/survey_responses/penna-app-review-10528189)**

**Rating:** 4.5/5.0 stars

_— Verified User in Graphic Design_

[Read full review](https://www.g2.com/survey_responses/penna-app-review-10528189)

**["Great software for descriptive proposals"](https://www.g2.com/survey_responses/penna-app-review-9622276)**

**Rating:** 4.5/5.0 stars

_— Leonardo C._

[Read full review](https://www.g2.com/survey_responses/penna-app-review-9622276)

### [Price Tracker](https://www.g2.com/products/price-tracker/reviews)

Quote more, quote faster and win more orders. Eliminate manual effort and reduce errors.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Price Tracker?

- **Seller:** [Tracker Networks Inc.](https://www.g2.com/sellers/tracker-networks-inc)
- **Year Founded:** 2018
- **HQ Location:** Toronto, Ontario
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90c8d12db4bc9cc7a56d5d31aa556e280228f068a61ceac2031f5e0ec605941e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftracker-networks-inc-%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Price Tracker?

**[""Money Saver Shopping""](https://www.g2.com/survey_responses/price-tracker-review-7410671)**

**Rating:** 5.0/5.0 stars

_— Mithilesh K._

[Read full review](https://www.g2.com/survey_responses/price-tracker-review-7410671)

**["Price Tracker - A Perfect Strategy Planner Tool"](https://www.g2.com/survey_responses/price-tracker-review-7421805)**

**Rating:** 5.0/5.0 stars

_— Mohit M._

[Read full review](https://www.g2.com/survey_responses/price-tracker-review-7421805)

### [Pro-Posal](https://www.g2.com/products/pro-posal/reviews)

Professional estimate software that saves you time while making you more money.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Pro-Posal?

- **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 Pro-Posal?

- **Seller:** [Lions Share Technology](https://www.g2.com/sellers/lions-share-technology)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small

#### What Are Recent G2 Reviews of Pro-Posal?

**["Huge Time Saver"](https://www.g2.com/survey_responses/pro-posal-review-163354)**

**Rating:** 5.0/5.0 stars

_— Verified User in Cosmetics_

[Read full review](https://www.g2.com/survey_responses/pro-posal-review-163354)

**["Such a time saver!!"](https://www.g2.com/survey_responses/pro-posal-review-27217)**

**Rating:** 5.0/5.0 stars

_— Samantha R._

[Read full review](https://www.g2.com/survey_responses/pro-posal-review-27217)

### [ProposalApp](https://www.g2.com/products/proposalapp/reviews)

ProposalApp™ enhances your sales effectiveness with customized web-based proposals and a single-view dashboard to track, rank and manage your pipeline.

**Average Rating:** 3.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate ProposalApp?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ProposalApp?

- **Seller:** [ProposalApp](https://www.g2.com/sellers/proposalapp)
- **HQ Location:** Holland, MI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

#### What Are Recent G2 Reviews of ProposalApp?

**["Saves time and energy "](https://www.g2.com/survey_responses/proposalapp-review-526688)**

**Rating:** 4.0/5.0 stars

_— Verified User in Consumer Goods_

[Read full review](https://www.g2.com/survey_responses/proposalapp-review-526688)

### [Proposal.biz](https://www.g2.com/products/proposal-biz/reviews)

Proposal.biz is a proposal creation and management platform built to help businesses draft, send, and track professional proposals with ease. It streamlines the sales and business development process by offering customizable templates, real-time tracking, and e-signature capabilities, allowing teams to move deals forward faster. With Proposal.biz, users can create polished, branded proposals in minutes instead of hours, eliminate manual follow-ups by tracking when a client views a proposal, and close deals faster with built-in approval and signature workflows. The platform is designed for sales teams, agencies, freelancers, and service-based businesses that regularly send quotes, contracts, or project proposals to clients. Key features include customizable proposal templates, real-time view and engagement tracking, integrated e-signatures, pricing tables and itemized quotes, and analytics on proposal performance. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and increase win rates on new business.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Proposal.biz?

- **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 Proposal.biz?

- **Seller:** [Enacton Technologies](https://www.g2.com/sellers/enacton-technologies)
- **Year Founded:** 2013
- **HQ Location:** Surat, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4c2b4e12ed29d093ac79e92e33294a32e9a9e8d326ca4ec927671bf176a88aba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenacton-technologies&secure%5Burl_type%5D=linkedin_company_website)  
61 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Proposal.biz?

**["Content Library + AI Drafts Keep Our Proposals Consistent and Fast"](https://www.g2.com/survey_responses/proposal-biz-review-13189617)**

**Rating:** 5.0/5.0 stars

_— Doyle A._

[Read full review](https://www.g2.com/survey_responses/proposal-biz-review-13189617)

**["A Better Way to Create Proposals"](https://www.g2.com/survey_responses/proposal-biz-review-13181791)**

**Rating:** 5.0/5.0 stars

_— Verified User in Alternative Medicine_

[Read full review](https://www.g2.com/survey_responses/proposal-biz-review-13181791)

### [Proposal Quick Start](https://www.g2.com/products/proposal-quick-start/reviews)

RFP Software for Government Contracting Key Features: 1. Rapid Document Shredding: -Instantly shred RFPs, SOWs, and other documents for key terms like “WILL,” “SHALL,” “MUST,” or custom keywords. - Export results to Excel for easy sharing with your proposal and contracts team. 2. Compliance Matrix Creation: - Generate a starter compliance matrix with a single click. - Map FAR clause notations in paragraphs directly to the full Government FAR Clause text. -Track and map requirements between related documents or across sections within the same document. 3. Multi-Document Shredding: - Combine shredded data from multiple MS Word or PDF documents into a single Excel workbook for streamlined analysis. - Textual Difference Analysis and Impact Reporting: 4. Compare draft vs. final versions of proposals or RFP revisions. - View side-by-side differences in a color-coded Excel format. - Highlight changes for quick review and share reports with your team for impact analysis. 5. Acronym Analysis and Consistency Checking: - Automatically extract acronyms and identify undefined or conflicting ones. - Highlight inconsistent usage and generate a report for review. - Extract acronyms directly from solicitation documents for reference. 6. Document Readability - Analyzes document text for Grade-Level Readability - Identifies Long Sentences - Identifies Complex Words - Identifies Positive text 7. FAR Clause Mapping Proposal Quick Start (PQS) is the only software that links FAR Clause text directly to paragraphs containing FAR Clause numeric notations. 8. Gap Analysis: Compare multiple documents for alignment to improve compliance and highlight gaps between documents. With Proposal Quick Start, save time, enhance accuracy, and improve collaboration on proposals and contracts.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Proposal Quick Start?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposal Quick Start?

- **Seller:** [Golden Goose AI](https://www.g2.com/sellers/golden-goose-ai)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small

#### What Do G2 Reviewers Say About Proposal Quick Start?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **document management capabilities** of Proposal Quick Start, ensuring compliance and efficiency throughout the proposal process.
- Users appreciate the **efficiency** of Proposal Quick Start, saving time and ensuring compliance in proposal development.
- Users value the **gap analysis** feature of Proposal Quick Start, enhancing proposal compliance and understanding of lost bids.
- Users praise the **fast and intuitive AI features** of Proposal Quick Start, significantly enhancing their proposal process efficiency.
- Users value the **automation features** of Proposal Quick Start, dramatically saving time and ensuring compliance in proposals.

#### What Are Recent G2 Reviews of Proposal Quick Start?

**["Effortless RFP Analysis with Powerful Tools"](https://www.g2.com/survey_responses/proposal-quick-start-review-12135275)**

**Rating:** 5.0/5.0 stars

_— Mark P._

[Read full review](https://www.g2.com/survey_responses/proposal-quick-start-review-12135275)

**["Best Value for Proposal Support"](https://www.g2.com/survey_responses/proposal-quick-start-review-11190236)**

**Rating:** 5.0/5.0 stars

_— Stephen O._

[Read full review](https://www.g2.com/survey_responses/proposal-quick-start-review-11190236)

### [Quick FPA](https://www.g2.com/products/quick-fpa/reviews)

Quick FPA is a software estimation tool that helps create quick and accurate estimates for software projects.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Quick FPA?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 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 Quick FPA?

- **Seller:** [Intelekit](https://www.g2.com/sellers/intelekit)
- **Year Founded:** 2015
- **HQ Location:** Cedar Rapids, US
- **Twitter:** @quickfpa  
202 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c2341b57580609d6b01239f2debbb72dc54e6110c5c8d5f20ce0e18dd9923975&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintelekit-corporation%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Quick FPA?

**["Great Product!"](https://www.g2.com/survey_responses/quick-fpa-review-98568)**

**Rating:** 5.0/5.0 stars

_— Brittany M._

[Read full review](https://www.g2.com/survey_responses/quick-fpa-review-98568)

**["A great product for Software Estimation."](https://www.g2.com/survey_responses/quick-fpa-review-98657)**

**Rating:** 5.0/5.0 stars

_— shikha g._

[Read full review](https://www.g2.com/survey_responses/quick-fpa-review-98657)

#### What Are G2 Users Discussing About Quick FPA?

- [What is Quick FPA used for?](https://www.g2.com/discussions/what-is-quick-fpa-used-for)

### [SalesRabbit](https://www.g2.com/products/salesrabbit/reviews)

SalesRabbit is the complete outside sales platform designed to help teams operate faster and smarter. We optimize every step of the sales process, from lead generation and area management to rep tracking and digital contracts. Beyond the core software, SalesRabbit offers powerful add-ons like a sales training library, geofenced marketing, and homeowner data. We partner directly with your organization to ensure you get the results you need.

**Average Rating:** 4.5/5.0

**Total Reviews:** 433

#### How Do G2 Users Rate SalesRabbit?

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (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 SalesRabbit?

- **Seller:** [SalesRabbit](https://www.g2.com/sellers/salesrabbit)
- **Company Website:** salesrabbit.com
- **Year Founded:** 2013
- **HQ Location:** Lehi, Utah
- **Twitter:** @sales\_rabbit  
429 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f02e59c3a97fd119a3a4924a022eb1efac1462a5f1daa65bd8113f214a85553&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3223514%2F&secure%5Burl_type%5D=linkedin_company_website)  
106 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Representative, Sales
- **Top Industries:** Construction, Telecommunications
- **Company Size:** 49% Small, 39% Medium

#### What Do G2 Reviewers Say About SalesRabbit?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of SalesRabbit, enjoying its user-friendly interface and supportive setup process.
- Users appreciate the **unique and easy user interface** of SalesRabbit, making it a seamless experience for daily use.
- Users love the **intuitive user interface** of SalesRabbit, making it easy to navigate and enhance productivity.
- Users love the **user-friendly interface and exceptional customer support** of SalesRabbit, making integration and daily use seamless.
- Users value the **intuitive lead tracking system** of SalesRabbit, greatly enhancing organization and efficiency in the field.

##### Cons

- Users experience **software bugs** that lead to reliability issues and performance problems, affecting usability and functionality.
- Users experience frequent **technical glitches** with SalesRabbit, leading to unreliability and frustration in usage.
- Users experience **bug issues** with SalesRabbit, including slow performance and crashes that hinder productivity.
- Users face **technical issues** with SalesRabbit, including sluggish performance, bugs, and occasional app crashes.
- Users find the **complexity** of SalesRabbit overwhelming, particularly with offline functionality and initial setup challenges.

#### What Are Recent G2 Reviews of SalesRabbit?

**["Streamlined Field Sales with Impressive Ease of Use"](https://www.g2.com/survey_responses/salesrabbit-review-12781671)**

**Rating:** 4.5/5.0 stars

_— Gaurav S._

[Read full review](https://www.g2.com/survey_responses/salesrabbit-review-12781671)

**["Efficient but Needs Stability Improvements"](https://www.g2.com/survey_responses/salesrabbit-review-8299144)**

**Rating:** 4.0/5.0 stars

_— Matthias T._

[Read full review](https://www.g2.com/survey_responses/salesrabbit-review-8299144)

#### What Are G2 Users Discussing About SalesRabbit?

- [What is SalesRabbit used for?](https://www.g2.com/discussions/what-is-salesrabbit-used-for)

### [SparrowGenie](https://www.g2.com/products/sparrowgenie/reviews)

SparrowGenie is your AI-powered proposal assistant and sales enablement workspace—built to eliminate busywork and accelerate deal cycles. From RFPs to security questionnaires and custom proposals, SparrowGenie helps revenue teams respond faster, smarter, and with brand-consistent messaging. Instead of juggling spreadsheets, Slack threads, and shared drives, teams use SparrowGenie’s centralized AI workspace to: - Auto-generate responses based on your curated content library - Collaborate in real-time across departments - Maintain compliance and consistency across every submission - Create pitch decks, technical docs, and sales content in minutes Sales reps. Solution engineers. Proposal managers. They all save time and close faster with SparrowGenie.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate SparrowGenie?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind SparrowGenie?

- **Seller:** [SurveySparrow Inc.](https://www.g2.com/sellers/surveysparrow-inc)
- **Year Founded:** 2017
- **HQ Location:** Palo Alto, California
- **Twitter:** @surveysparrow  
904 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=248da59de43d290d61a268b03f756c7baccd51a41fd31fe328358aeb784d8fa4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13253328&secure%5Burl_type%5D=linkedin_company_website)  
412 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Do G2 Reviewers Say About SparrowGenie?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in SparrowGenie, which streamlines collaboration and enhances proposal workflows effectively.
- Users value the **efficiency** of SparrowGenie, significantly reducing proposal turnaround time and enhancing collaboration.
- Users highlight the **effective team collaboration** features of SparrowGenie, streamlining workflows and enhancing productivity significantly.
- Users appreciate the **usability and RFP handling** of SparrowGenie, evolving into a vital tool for revenue workflows.
- Users value the **easy creation** capabilities of SparrowGenie, enhancing proposal efficiency and collaboration significantly.

##### Cons

- Users note the **insufficient analytics** currently available in SparrowGenie, though improvements are anticipated for the future.
- Users find the **analytics basic** and note the absence of e-signature, though it's expected in future updates.

#### What Are Recent G2 Reviews of SparrowGenie?

**["Finally, RFP Software That Speaks Security & Compliance"](https://www.g2.com/survey_responses/sparrowgenie-review-11595375)**

**Rating:** 4.5/5.0 stars

_— Vipin T._

[Read full review](https://www.g2.com/survey_responses/sparrowgenie-review-11595375)

**["Great product"](https://www.g2.com/survey_responses/sparrowgenie-review-11596964)**

**Rating:** 4.5/5.0 stars

_— Mandarachalam A._

[Read full review](https://www.g2.com/survey_responses/sparrowgenie-review-11596964)

### [VARStreet Sales Quoting Software](https://www.g2.com/products/varstreet-sales-quoting-software/reviews)

Sales Quoting Software for IT & Office Supplies VARs. A user-friendly and simple cloud-based quoting software for VARs. VARStreet will give you an attractive and professional quote, complete with rich content, images, and technical specifications, for the consideration of your customers. It has features like up-sell and cross-sell suggestions, which will maximize your potential sell-through. Create, send, and manage quotes easily. Create quotes or proposal-- Create a new quote, copy existing quotes, save, edit, print or export quotes, and create and maintain quote versions. Offers Multiple quote templates--Choose from multiple available templates or request your own custom template. Real-time price and inventory--Access real-time cost and inventory from 50+ Distributors in Canada and the United States. Rules-based calculations--Our sales quotation solution lets you set rules to automatically calculate price, tax, freight, discounts, etc. Mobile quoting app--Empower your sales reps with VARStreet’s Mobile Sales Quoting App. Browse, search and quote products on the go! Quick quoting--Quote without creating a customer account with just an email address. Simply add products and send a quote Add or import items--Search and add an item from your catalog or create a new item on the fly while quoting Multiple quote delivery options--Send a quote in Word, Excel, or PDF formats. You can also send a quote as a Web URL or make it available on the eCommerce store. VARStreet allows you to choose from over 50 distributors. Including Ingram Micro, TD SYNNEX, SP Richard, eReplacements, Essendant, Inc.,Blackbox etc

**Average Rating:** 3.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate VARStreet Sales Quoting Software?

- **Ease of Use:** 6.7/10 (Category avg: 8.9/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind VARStreet Sales Quoting Software?

- **Seller:** [VARStreet](https://www.g2.com/sellers/varstreet)
- **Year Founded:** 1999
- **HQ Location:** Boston, MA
- **Twitter:** @Tweet\_VARStreet  
159 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7aead9c5c20cd51d42debb3c9323f6f129d8a105e5c77f2945e96d743ee0605f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvarstreetinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
83 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About VARStreet Sales Quoting Software?

- [What is VARStreet Sales Quoting Software used for?](https://www.g2.com/discussions/what-is-varstreet-sales-quoting-software-used-for)

### [Ziva](https://www.g2.com/products/ziva/reviews)

Ziva by Zephior is a response management platform that uses AI to generate, review, and deliver responses for RFPs, RFIs, DDQs, security questionnaires, public tenders, and funding applications. Proposal teams spend 30+ hours per response, most of it on repetitive work: hunting down past answers, copy-pasting into Excel cells, reformatting documents. Ziva cuts that to under 3 hours, an 11x speed improvement with a 4% rework rate on generated drafts. The platform has two modes that work from a single knowledge base. The questionnaire engine uses RAG to produce responses at 3-4 per minute, each with inline source citations and a trust score so reviewers know what to verify. The proposal engine runs Ziva inside a secure environment where she creates finished DOCX, PPTX, and PDF documents directly. Key capabilities: - Format-agnostic Excel handling. Upload any Excel layout. Ziva detects questions automatically without column mapping, generates responses, and writes them back to the original cells preserving all formatting. - Cited, scored responses. Every generated paragraph includes numbered source references. Trust scores flag which responses need human review. - Organizational learning. Ziva remembers corrections, preferences, and writing style across sessions and team members. Knowledge compounds organization-wide instead of resetting. - Real-time document creation. A split-pane interface shows Ziva working: conversation on the left, live file browser on the right. Every edit is versioned automatically. - Multi-language, multi-format. Input in one language, output in another, across 100+ languages. Works with Excel, Word, PowerPoint, PDF, images, and markdown. - Parallel collaboration. Multiple team members and multiple Ziva instances work on the same proposal simultaneously. - Tender discovery. Ziva monitors procurement portals (SIMAP, TED Europa, SAM.gov), scores opportunities against your knowledge base, and delivers matches to a built-in inbox. - Data sovereignty by design. Three deployment options: global cloud, dedicated EU infrastructure, or 100% Swiss-hosted with zero US-company exposure. GDPR, Swiss FADP, and EU AI Act aligned. SOC 2 Type II audited. Ziva handles the full response lifecycle: sourcing, drafting, reviewing, exporting, and learning from each round.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Ziva?

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

#### Who Is the Company Behind Ziva?

- **Seller:** [Zephior](https://www.g2.com/sellers/zephior)
- **Year Founded:** 2024
- **HQ Location:** Lausanne, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb9e1e71562fbf9df902477d22cb1332de1c88d4fda30d41ff844f7f6fae7950&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzephior-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Ziva?

**["Effortless Proposal Management and Time Saver"](https://www.g2.com/survey_responses/ziva-review-12619877)**

**Rating:** 5.0/5.0 stars

_— Marlon K._

[Read full review](https://www.g2.com/survey_responses/ziva-review-12619877)

**["Ziva Speeds Up Questionnaire Responses with a Smooth, AI-Powered Experience"](https://www.g2.com/survey_responses/ziva-review-12660356)**

**Rating:** 5.0/5.0 stars

_— Stefano B._

[Read full review](https://www.g2.com/survey_responses/ziva-review-12660356)

### [Aavenir RFPflow](https://www.g2.com/products/aavenir-rfpflow/reviews)

Request for Proposal Management Software allows easy and effortless RFI/ RFP/RFQ creation using questions’ library and templates. The solutions manage RFP-to-award lifecycle stages by assigning suppliers and stakeholders on a Milestone-based RFP Workflow and send automated alerts and notifications for deadlines. - Build/Import a reusable vendor RFP/RFI/RFQ questionnaire and assign weightage for repetitive procurements and sourcing needs - Easy and effortless RFX creation using drag-and-drop pre-built questions or sections. - Define RFP-to-award lifecycle stages timeline. - Assign suppliers and business teams on a unified workflow to receive milestone-based task alerts and notifications for deadlines. - Collaborate with suppliers using MS-Word - Lets business teams evaluate vendor responses individually. - Perform comparative supplier evaluation, and award a bid to the most qualified suppliers.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Aavenir RFPflow?

- **Seller:** [Aavenir](https://www.g2.com/sellers/aavenir)
- **Year Founded:** 2019
- **HQ Location:** Mckinney, TX
- **Twitter:** @AavenirInfo  
928 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c5fc1d7f6843253e4ae1c21cc70d41a4e5165cc296f5c948589262b6bda7aab8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faavenirinfo&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Aavenir RFPflow?

**["Great emerging product in the RFx software landscape"](https://www.g2.com/survey_responses/aavenir-rfpflow-review-7859027)**

**Rating:** 4.5/5.0 stars

_— Gary R._

[Read full review](https://www.g2.com/survey_responses/aavenir-rfpflow-review-7859027)

### [Bidhive](https://www.g2.com/products/bidhive/reviews)

Plan, manage and track your company’s bid management activity all in one place. Bidhive has been developed specifically to help organisations unify their sales, pre-contracts and bid teams to make the time-sensitive bid process faster and more efficient. We go a step further and provide executives with a single source of critical win-loss insights for analysis and reporting. The benefits of using a platform such as Bidhive include efficiency gains to provide return on bidding investment, and better insights to inform bidding strategy. Bidhive provides complete oversight of the formal bid process end-to-end, with: - best practice tools and templates to guide strategy, information gathering and proposal development - timeline, milestone scheduling and status updates to streamline the management multiple bids simultaneously, and - reporting insights that provide visibility into win rates, contract award values and business line performance.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Bidhive?

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

#### Who Is the Company Behind Bidhive?

- **Seller:** [Bidhive](https://www.g2.com/sellers/bidhive)
- **Year Founded:** 2017
- **HQ Location:** Fortitude Valley, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=704d9e27a615985543b540060673d982e305f47acab2c3225d48a6e5fa241f62&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbidhive&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Bidhive?

**["Best Management Software"](https://www.g2.com/survey_responses/bidhive-review-7526848)**

**Rating:** 5.0/5.0 stars

_— Adnan S._

[Read full review](https://www.g2.com/survey_responses/bidhive-review-7526848)

### [BidMagic Proposal Software](https://www.g2.com/products/bidmagic-proposal-software/reviews)

BidMagic combines the top features you need into the ultimate unified workflow for installing dealers. Proposals connect to accounting, inventory, project management, service call scheduling, Gantt chart job tracking, mobile time clocks and more.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate BidMagic Proposal Software?

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

#### Who Is the Company Behind BidMagic Proposal Software?

- **Seller:** [BidMagic](https://www.g2.com/sellers/bidmagic)
- **HQ Location:** Westlake Village, CA
- **Twitter:** @BidMagic  
161 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of BidMagic Proposal Software?

**["Software helps us prepare polished bids for clients"](https://www.g2.com/survey_responses/bidmagic-proposal-software-review-628094)**

**Rating:** 4.5/5.0 stars

_— Verified User in Events Services_

[Read full review](https://www.g2.com/survey_responses/bidmagic-proposal-software-review-628094)

#### What Are G2 Users Discussing About BidMagic Proposal Software?

- [What is BidMagic Proposal Software used for?](https://www.g2.com/discussions/bidmagic-proposal-software-what-is-bidmagic-proposal-software-used-for)
- [What is BidMagic Proposal Software used for?](https://www.g2.com/discussions/what-is-bidmagic-proposal-software-used-for)

### [Contracts360](https://www.g2.com/products/contracts360/reviews)

Contracts360 is the frictionless way for service providers to create, share, track, negotiate & approve service contracts. It's designed to be lightweight, intuitive, and non-invasive to how you currently operate. It just does contracts, and does it well.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Contracts360?

- **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 Contracts360?

- **Seller:** [Contracts360](https://www.g2.com/sellers/contracts360)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of Contracts360?

**["Software designed to help businesses manage their contracts in more efficient way."](https://www.g2.com/survey_responses/contracts360-review-11253554)**

**Rating:** 5.0/5.0 stars

_— MANDARA N._

[Read full review](https://www.g2.com/survey_responses/contracts360-review-11253554)

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Spotlight Categories

[Digital Asset Management Software](https://www.g2.com/categories/digital-asset-management)

[Board Management Software](https://www.g2.com/categories/board-management)

[Corporate Performance Management (CPM) Software](https://www.g2.com/categories/corporate-performance-management-cpm)

[Session Replay Software](https://www.g2.com/categories/session-replay)

[Live Chat Software](https://www.g2.com/categories/live-chat)

Similar Categories

- [CPQ](/categories/cpq)
- [Pricing](/categories/pricing)

- [Quote-to-Cash](/categories/quote-to-cash)
- [Visual Configuration](/categories/visual-configuration)

[Browse Proposal Themes](/categories/proposal/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated December 20, 2024

**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

Show More

* * *

## 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.