---
title: eProposal Reviews
meta_title: 'eProposal Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how eProposal works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-03-29'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# eProposal Reviews
**Vendor:** eIntelli  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About eProposal
eProposal is designed to meet your specific business needs, allowing you to focus on your goals, not mastering the technology behind it.




## eProposal Reviews
  ### 1. Simple but Enticing!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tyler R. | Licensed Insurance Producer, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2017

**What do you like best about eProposal?**

I liked that you could personalize the insurance quote proposals based on that person's demographic and that it was also aesthetically pleasing.

**What do you dislike about eProposal?**

When I was using it for insurance quotes, it would list all the coverages they didn't add, creating an air of negativity in the proposal. I think they may have fixed that after a while.

**Recommendations to others considering eProposal:**

Do some proposals based on yourself, friends, family, etc with different demographics. Get a feel for how your customers will see it so it's easy for you to guide them through it. Having familiarity with something gives you confidence, and confidence sells.

**What problems is eProposal solving and how is that benefiting you?**

Quotes were boring and bland, and people went straight to the numbers. eProposal more or less guided the customer through the important information and helped build value automatically.



- [View eProposal pricing details and edition comparison](https://www.g2.com/products/eproposal/reviews?open_modal_url=%2Fproducts%2Feproposal%2Fwishlists%3Fhost_path%3D%252Fproducts%252Feproposal%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-07+19%3A25%3A35+-0500&secure%5Bsession_id%5D=37edc782-9f69-4302-a558-82addadfe3d0&secure%5Btoken%5D=eaef1114c4e7eb6bdb9c7c4b4f1c33186b27597d6be5ea19d43bff9dac108fce&format=llm_user)

## eProposal Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

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