# Best Proposal Software - Page 6 *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 (3,427 reviews) | Fast, template-driven proposals | "[Intuitive, Reliable Document Workflows with Strong Integrations](https://www.g2.com/survey_responses/pandadoc-review-13054495)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,251 reviews) | Proposal delivery with sales engagement | "[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,299 reviews) | High-volume RFP and questionnaire responses | "[Effortless RFP Management, Clean and Simple Interface](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)" | | 4 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (247 reviews) | Complex configuration and pricing proposals | "[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)" | | 5 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (897 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 (834 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 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (122 reviews) | Services proposals with recurring pricing | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 8 | [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)" | | 9 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,665 reviews) | — | "[The best e-signature solution for growing businesses](https://www.g2.com/survey_responses/jotform-sign-review-13068219)" | --- ## 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 ## 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, 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&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition) ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 289 ### Category Stats (Jul 2026) - **Average Rating**: 4.5/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Dasseti ENGAGE (+1.57%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 11, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,400+ Authentic Reviews - 289+ 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** ### Conga Composer Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation. [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%5Bchosen_at%5D=2026-07-12T07%3A54%3A48Z&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=274&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&secure%5Btoken%5D=63ab19561b7f0599b371260ea012c69d43526c102bb1a50743d3d6814d0343c6&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-composer-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [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:** https://salesrabbit.com - **Year Founded:** 2013 - **HQ Location:** Lehi, Utah - **Twitter:** @sales_rabbit (429 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3223514/ (106 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Representative, Sales - **Top Industries:** Construction, Telecommunications - **Company Size:** 49% Small-Business, 39% Mid-Market #### What Are SalesRabbit's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Features (12 reviews) - Intuitive (10 reviews) - Sales Management (10 reviews) - Lead Management (9 reviews) **Cons:** - Software Bugs (6 reviews) - Technical Glitches (6 reviews) - Bug Issues (5 reviews) - Technical Issues (5 reviews) - Complexity (4 reviews) ### What Do G2 Reviewers Say About SalesRabbit? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of SalesRabbit, benefiting from its user-friendly interface and supportive onboarding. - Users appreciate the **unique and easy user interface** of SalesRabbit, enhancing their daily productivity and integration experience. - Users love the **intuitive interface** of SalesRabbit, making it easy to navigate and utilize effectively. - Users praise the **user-friendly integration** of SalesRabbit, complemented by exceptional customer support and continual updates. - Users find **SalesRabbit's lead management** easy and efficient, enhancing organization and tracking for field sales reps. **Cons:** - Users report **software bugs** in SalesRabbit, leading to slow performance, glitches, and an overall unreliable experience. - Users struggle with **technical glitches** in SalesRabbit, leading to unreliable performance and frustration with its features. - Users often face **bug issues** with SalesRabbit, including crashes and glitches that disrupt their workflow. - Users face significant **technical issues** with SalesRabbit, including slowness, bugs, and mapping inaccuracies that hinder usability. - Users find the **complexity of offline functionality** and setup challenging, particularly for those less technically inclined. #### 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) ### 2. [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:** https://www.linkedin.com/company/13253328 (412 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are SparrowGenie's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Efficiency (2 reviews) - Team Collaboration (2 reviews) - Document Management (1 reviews) - Easy Creation (1 reviews) **Cons:** - Insufficient Analytics (1 reviews) - Signature Issues (1 reviews) ### What Do G2 Reviewers Say About SparrowGenie? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of SparrowGenie, enhancing collaboration and streamlining proposal workflows effectively. - Users appreciate the **efficiency** of SparrowGenie, significantly reducing proposal turnaround times and enhancing collaboration. - Users value the **effective team collaboration** in SparrowGenie, streamlining proposal processes and enhancing workflow efficiency. - Users value the **robust document management** in SparrowGenie, enhancing collaboration and speeding up proposal turnaround times. - Users value SparrowGenie's **usability and excellent Excel fidelity** , significantly improving proposal turnaround times and internal collaboration. **Cons:** - Users find the **analytics insufficient** , noting a lack of features like e-signature, though improvements are anticipated. - Users find the **lacking e-signature feature** unsatisfactory, despite basic analytics and hope for improvements ahead. #### 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) --- ### 3. [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:** https://www.linkedin.com/company/varstreetinc/ (83 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### 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) ### 4. [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:** https://www.linkedin.com/company/zephior-ai/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### 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) --- ### 5. [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:** https://www.linkedin.com/company/aavenirinfo (54 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### 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) --- ### 6. [altaFlow](https://www.g2.com/products/altaflow/reviews) altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. **Average Rating:** 4.5/5.0 **Total Reviews:** 56 **How Do G2 Users Rate altaFlow?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) **Who Is the Company Behind altaFlow?** - **Seller:** [airSlate](https://www.g2.com/sellers/airslate) - **Company Website:** https://www.airslate.com/ - **Year Founded:** 2006 - **HQ Location:** Brookline, Massachusetts - **Twitter:** @airSlate (1,234 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/airslate/ (798 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Higher Education - **Company Size:** 52% Mid-Market, 41% Small-Business #### What Are altaFlow's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customer Support (6 reviews) - Document Management (4 reviews) - Easy Setup (4 reviews) - Intuitive (4 reviews) **Cons:** - Performance Issues (4 reviews) - Bot Issues (2 reviews) - Complexity (2 reviews) - Difficult Editing (2 reviews) - Difficult Navigation (2 reviews) ### What Do G2 Reviewers Say About altaFlow? *AI-generated summary from verified user reviews* **Pros:** - Users find altaFlow extremely **easy to use** , appreciating its quick setup and helpful customer support. - Users praise the **excellent customer support** of altaFlow, highlighting promptness and helpfulness when needed. - Users appreciate the **customizable document management** capabilities of altaFlow, enhancing efficiency and collaboration in workflows. - Users praise the **easy setup** and effortless duplication of flows, enhancing productivity and saving time. - Users find altaFlow to be **intuitive and user-friendly** , enabling effortless navigation and quick implementation of workflows. **Cons:** - Users experience **performance issues** with altaFlow, finding it clunky and less efficient on older computers. - Users report significant **bot issues** causing slow response times and delays in workflow processing, particularly in complex setups. - Users find the **complexity of settings** in altaFlow overwhelming, making navigation and understanding challenging. - Users find the **difficult editing** process frustrating, as it requires resending documents for any necessary changes. - Users find **difficult navigation** in altaFlow due to numerous products, making it hard to understand their roles. #### What Are Recent G2 Reviews of altaFlow? **"[There is no more all inclusive workflow solution like AltaFlow!](https://www.g2.com/survey_responses/altaflow-review-4617674)"** **Rating:** 5.0/5.0 stars *— Brian Del Terzo C.* [Read full review](https://www.g2.com/survey_responses/altaflow-review-4617674) --- **"[Streamlined Waiver Management with AltaFlow](https://www.g2.com/survey_responses/altaflow-review-12447747)"** **Rating:** 4.5/5.0 stars *— Danielle S.* [Read full review](https://www.g2.com/survey_responses/altaflow-review-12447747) --- #### What Are G2 Users Discussing About altaFlow? - [What is a slate in airSlate?](https://www.g2.com/discussions/what-is-a-slate-in-airslate) - 1 comment - [Where is airSlate based?](https://www.g2.com/discussions/where-is-airslate-based) - 1 comment - [How much does airSlate cost?](https://www.g2.com/discussions/how-much-does-airslate-cost) - 1 comment - [What is airSlate used for?](https://www.g2.com/discussions/what-is-airslate-used-for) - 1 comment ### 7. [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:** https://www.linkedin.com/company/bidhive (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### 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) --- ### 8. [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:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### 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) ### 9. [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:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### 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) --- ### 10. [Cuevr](https://www.g2.com/products/cuevr/reviews) Cuevr is a B2B sales proposal management software that helps commercial teams structure discovery processes, create qualified business proposals, and track prospect engagement through AI-powered analytics and automated design generation. The platform addresses a critical gap in the sales cycle: transforming unstructured meeting notes and discovery findings into professional, persuasive commercial proposals. Sales professionals in SMEs, agencies, and SaaS companies typically spend 2-3 hours manually creating proposals while struggling to ensure proper qualification. Cuevr reduces this time to 30 minutes through a three-phase workflow that enforces structured qualification, guides proposal creation, and provides actionable engagement insights. Core capabilities: - AI-powered qualification assessment that evaluates discovery completeness across 30 granular questions organized in four categories (budget, authority, need, timeline) - Notion-style proposal builder featuring 21 specialized business blocks with contextual recommendations based on qualification data - Automated design engine that generates professional layouts matching brand guidelines without requiring design skills - Real-time scoring system (0/60/100 scale) that identifies missing information and guides sales professionals through qualification gaps - Integration with multiple sales methodologies Business outcomes and value propositions: - 85% reduction in proposal creation time (from 3 hours to 30 minutes average) - Improved closing rates through enforced qualification processes that ensure only qualified opportunities receive proposals - Detailed engagement analytics tracking which sections prospects view, time spent, and interaction patterns - Actionable follow-up recommendations based on prospect behavior signals to reduce ghosting - Team performance dashboards providing managers visibility into proposal quality and conversion metrics - Cross-referencing between qualification data and proposal content for contextually relevant recommendations The system targets B2B organizations with 1-10 salespeople who need to professionalize their proposal process while maintaining control over methodology and brand consistency. Cuevr serves companies handling complex sales cycles requiring structured discovery and qualification before proposal creation. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Cuevr?** - **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:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Cuevr?** - **Seller:** [Cuevr](https://www.g2.com/sellers/cuevr) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/cuevr/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Cuevr? **"[A real time and impact saver in my sales process!](https://www.g2.com/survey_responses/cuevr-review-11972232)"** **Rating:** 5.0/5.0 stars *— Emeline D.* [Read full review](https://www.g2.com/survey_responses/cuevr-review-11972232) --- ### 11. [DocMaster Proposal Software](https://www.g2.com/products/docmaster-proposal-software/reviews) DocMaster Proposal Software is a product that details the communication between the buyer and the seller in product/goods purchase and sale transactions and presents offers in computer environment. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate DocMaster Proposal Software?** - **Ease of Use:** 10.0/10 (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 DocMaster Proposal Software?** - **Seller:** [Devsoft Information Technologies Ltd](https://www.g2.com/sellers/devsoft-information-technologies-ltd) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of DocMaster Proposal Software? **"[Doc Master](https://www.g2.com/survey_responses/docmaster-proposal-software-review-7334991)"** **Rating:** 4.5/5.0 stars *— Can K.* [Read full review](https://www.g2.com/survey_responses/docmaster-proposal-software-review-7334991) --- ### 12. [eProposal](https://www.g2.com/products/eproposal/reviews) eProposal is designed to meet your specific business needs, allowing you to focus on your goals, not mastering the technology behind it. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate eProposal?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind eProposal?** - **Seller:** [eIntelli](https://www.g2.com/sellers/eintelli) - **HQ Location:** N/A - **Twitter:** @eIntelli (72 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/eintelligence-pvt.-ltd. (12 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of eProposal? **"[Simple but Enticing!](https://www.g2.com/survey_responses/eproposal-review-528743)"** **Rating:** 5.0/5.0 stars *— Tyler R.* [Read full review](https://www.g2.com/survey_responses/eproposal-review-528743) --- ### 13. [Estii](https://www.g2.com/products/estii/reviews) Estimation software for solution providers. Estii helps service businesses estimate, price and win more profitable business. Sales, solutions and delivery teams can collaborate on estimates in real-time, iterating on scope and schedule and exporting high quality commercial proposals in an instant. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Estii?** - **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 Estii?** - **Seller:** [Estii](https://www.g2.com/sellers/estii) - **Year Founded:** 2021 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** https://www.linkedin.com/company/estii (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Estii? **"[A must have commercial tool for estimation](https://www.g2.com/survey_responses/estii-review-8785721)"** **Rating:** 5.0/5.0 stars *— Verified User in Broadcast Media* [Read full review](https://www.g2.com/survey_responses/estii-review-8785721) --- ### 14. [Estimo](https://www.g2.com/products/estimo/reviews) Estimo is RFP response and proposal creation software that streamlines your sales process by keeping all your sales data (estimates, clients, rate cards, products and project performance) in one place. With Estimo you can create, deliver and e-sign your proposals quickly and efficiently. Who uses Estimo? Anyone who sells products or services: account managers and business developers; marketing, digital, and creative agencies; builders, lawyers, freelancers, consultants, and event organisers… any business that need to create accurate, customised proposals and track projects profitability. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Estimo?** - **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 Estimo?** - **Seller:** [Nitro Digital](https://www.g2.com/sellers/nitro-digital) - **Year Founded:** 2002 - **HQ Location:** London, GB - **Twitter:** @NitroDigital (1,536 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/658886 (39 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Estimo? **"[Better Estimate](https://www.g2.com/survey_responses/estimo-review-1871829)"** **Rating:** 5.0/5.0 stars *— Habeeb A.* [Read full review](https://www.g2.com/survey_responses/estimo-review-1871829) --- #### What Are G2 Users Discussing About Estimo? - [What is Estimo used for?](https://www.g2.com/discussions/what-is-estimo-used-for) ### 15. [Evenflow](https://www.g2.com/products/evenflow/reviews) Evenflow™ is the revolutionary solution for creating accurate quotes and custom proposals to fit with your current business needs. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Evenflow?** - **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 Evenflow?** - **Seller:** [Evenflow](https://www.g2.com/sellers/evenflow) - **Year Founded:** 2012 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/evenflow-llc (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Evenflow? **"[Unique](https://www.g2.com/survey_responses/evenflow-review-621284)"** **Rating:** 4.5/5.0 stars *— Verified User in Health, Wellness and Fitness* [Read full review](https://www.g2.com/survey_responses/evenflow-review-621284) --- #### What Are G2 Users Discussing About Evenflow? - [What is Evenflow used for?](https://www.g2.com/discussions/what-is-evenflow-used-for) ### 16. [Expedience Software](https://www.g2.com/products/expedience-software/reviews) Expedience Proposal Software automates sales proposals, RFP & RFI responses (even Excel RFPs!), FAQs, DDQs, SOWs, questionnaires, PPT presentations, and more. Based in MS Word, Expedience is the proposal software you already know how to use. For over 25 years, Expedience has helped sales and proposal writers create highly-tailored, branded, persuasive proposals. Expedience is the leading solution for financial and asset management, healthcare, legal, manufacturing, and technology organizations. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Expedience Software?** - **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:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Expedience Software?** - **Seller:** [Expedience Software](https://www.g2.com/sellers/expedience-software) - **Year Founded:** 2014 - **HQ Location:** Manchester, US - **LinkedIn® Page:** https://www.linkedin.com/company/expedience-software/ (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Expedience Software? **"[Easy to use & seamless](https://www.g2.com/survey_responses/expedience-software-review-1613212)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/expedience-software-review-1613212) --- #### What Are G2 Users Discussing About Expedience Software? - [What is Expedience Software used for?](https://www.g2.com/discussions/what-is-expedience-software-used-for) ### 17. [GeoQuotes](https://www.g2.com/products/geoquotes/reviews) GeoQuotes is a robust quoting tool that supports all your quoting, and invoicing needs. Create quotes, track and monitor quotes for changes, customize layouts, store contact records, company records, set recurring quotes and expiry dates. In addition, Integrate with project management tools like Monday.com, CRM applications like SugarCRM as well as accounting tools like Quick Books. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate GeoQuotes?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind GeoQuotes?** - **Seller:** [Eligeo CRM](https://www.g2.com/sellers/eligeo-crm) - **Year Founded:** 2008 - **HQ Location:** Vancouver, CA - **Twitter:** @eligeo (1,410 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/eligeo-crm (25 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of GeoQuotes? **"[when there is no second chance to make a first impression you must use Geoquotes.](https://www.g2.com/survey_responses/geoquotes-review-7474103)"** **Rating:** 5.0/5.0 stars *— roni h.* [Read full review](https://www.g2.com/survey_responses/geoquotes-review-7474103) --- ### 18. [Grizzly Quote](https://www.g2.com/products/grizzly-quote/reviews) Grizzly Quote's easy tools saves your company time and resources as well as getting you paid quickly. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Grizzly Quote?** - **Ease of Use:** 5.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Grizzly Quote?** - **Seller:** [Grizzly Quote](https://www.g2.com/sellers/grizzly-quote) - **HQ Location:** Fargo, US - **Twitter:** @grizzlyquote (5 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/grizzly-quote (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Grizzly Quote? **"[Free webapp to keep track of money](https://www.g2.com/survey_responses/grizzly-quote-review-1608996)"** **Rating:** 4.5/5.0 stars *— Anchit M.* [Read full review](https://www.g2.com/survey_responses/grizzly-quote-review-1608996) --- #### What Are G2 Users Discussing About Grizzly Quote? - [What is Grizzly Quote used for?](https://www.g2.com/discussions/what-is-grizzly-quote-used-for) ### 19. [Lancelot](https://www.g2.com/products/lancelot/reviews) Quickly and easily create professional proposals that represent your freelance offering with Lancelot. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Lancelot?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 5.0/10 (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 Lancelot?** - **Seller:** [MarketBranch](https://www.g2.com/sellers/marketbranch) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of Lancelot? **"[Easy way to create proposals](https://www.g2.com/survey_responses/lancelot-review-9843594)"** **Rating:** 4.0/5.0 stars *— Maria B.* [Read full review](https://www.g2.com/survey_responses/lancelot-review-9843594) --- ### 20. [MagProject](https://www.g2.com/products/magproject/reviews) Mag sales is an enterprise-level solution for project-based businesses involved in long sales processes -- Mag sales provides a solid project knowledge backbone and unique proposal generation and tracking solutions for complex sales management. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate MagProject?** - **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:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind MagProject?** - **Seller:** [Magsoft International](https://www.g2.com/sellers/magsoft-international) - **HQ Location:** Carson City, NV - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise ### 21. [Meridian for Proposal Teams](https://www.g2.com/products/meridian-for-proposal-teams/reviews) Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance Search and Publish to reusable content libraries Work on Proposal Volumes in a collaborative workspace Build and manage virtual teams Common document formatting Accountability with checks and balances **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Meridian for Proposal Teams?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Meridian for Proposal Teams?** - **Seller:** [XRSolutions](https://www.g2.com/sellers/xrsolutions) - **Year Founded:** 2002 - **HQ Location:** Manchester, US - **LinkedIn® Page:** https://www.linkedin.com/company/xrsolutions (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of Meridian for Proposal Teams? **"[I have been using this product for >6 years](https://www.g2.com/survey_responses/meridian-for-proposal-teams-review-42784)"** **Rating:** 5.0/5.0 stars *— Patti C.* [Read full review](https://www.g2.com/survey_responses/meridian-for-proposal-teams-review-42784) --- #### What Are G2 Users Discussing About Meridian for Proposal Teams? - [What is Meridian for Proposal Teams used for?](https://www.g2.com/discussions/what-is-meridian-for-proposal-teams-used-for) ### 22. [Meridian for RFP Analysis](https://www.g2.com/products/meridian-for-rfp-analysis/reviews) Meridian RFP Analysis automates the identification of RFx requirements, builds proposal outlines compliant with the RFx instructions, and aligns additional requirements to each section. It includes features designed to expedite the development of proposals in response to complex RFPs, with the main goal of making the management of potentially hundreds of requirements easier for proposal professionals. Report capabilities include exporting cross-reference and compliance matrices to MS Excel, as well as annotated outlines to MS Word. This provides stakeholders with the necessary tools to produce responses and confirm compliance. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Meridian for RFP Analysis?** - **Ease of Use:** 1.7/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Meridian for RFP Analysis?** - **Seller:** [XRSolutions](https://www.g2.com/sellers/xrsolutions) - **Year Founded:** 2002 - **HQ Location:** Manchester, US - **LinkedIn® Page:** https://www.linkedin.com/company/xrsolutions (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are G2 Users Discussing About Meridian for RFP Analysis? - [What is Meridian for RFP Analysis used for?](https://www.g2.com/discussions/what-is-meridian-for-rfp-analysis-used-for) ### 23. [Mon devis facile](https://www.g2.com/products/mon-devis-facile/reviews) MonDevisFacile est un logiciel en ligne pensé pour les artisans, auto-entrepreneurs et petites entreprises qui souhaitent gagner du temps dans la création de leurs devis. Accessible depuis n’importe quel appareil, il permet de réaliser des devis clairs, professionnels et personnalisés en quelques clics. Avec MonDevisFacile, vous centralisez la gestion de vos clients, vos prestations et vos tarifs pour générer des documents sans erreurs et adaptés à votre activité. L’interface intuitive rend la prise en main immédiate, même pour les utilisateurs peu à l’aise avec l’informatique. Le logiciel est conçu pour s’adapter à tous les métiers du bâtiment, de l’artisanat et des services. Grâce à ses fonctionnalités de suivi, vous savez à tout moment où en sont vos devis et vous améliorez votre réactivité auprès de vos clients. MonDevisFacile est l’outil idéal pour simplifier votre administratif, valoriser votre savoir-faire et consacrer plus de temps à votre métier. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Mon devis facile?** - **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 Mon devis facile?** - **Seller:** [Kezako](https://www.g2.com/sellers/kezako) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Mon devis facile? **"[Super simple and effective](https://www.g2.com/survey_responses/mon-devis-facile-review-11626121)"** **Rating:** 5.0/5.0 stars *— Arthur L.* [Read full review](https://www.g2.com/survey_responses/mon-devis-facile-review-11626121) --- ### 24. [Netformx DesignXpert](https://www.g2.com/products/netformx-designxpert/reviews) Netformx DesignXpert®, is a global leader in enterprise technology design and proposal generation, gives you the power to overcome those challenges. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Netformx DesignXpert?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Netformx DesignXpert?** - **Seller:** [Netformx](https://www.g2.com/sellers/netformx) - **Year Founded:** 1994 - **HQ Location:** San Jose, US - **Twitter:** @Netformx (243 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/netformx/ (44 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Netformx DesignXpert? **"[Netformx DesignXpert Review - Go to tool for Network Engineers and Solution Architects](https://www.g2.com/survey_responses/netformx-designxpert-review-4447967)"** **Rating:** 4.5/5.0 stars *— Thatayaone M.* [Read full review](https://www.g2.com/survey_responses/netformx-designxpert-review-4447967) --- #### What Are G2 Users Discussing About Netformx DesignXpert? - [What is Netformx DesignXpert used for?](https://www.g2.com/discussions/what-is-netformx-designxpert-used-for) ### 25. [Netformx SalesXpert](https://www.g2.com/products/netformx-salesxpert/reviews) Create IT Sales proposals remotely! With Netformx SalesXpert you can quickly and easily create validated and complete multi-vendor configurations and proposals that can be accurately deployed, thus increasing customer satisfaction. SalesXpert provides an interactive user experience for users to create and configure customer-specific proposals with a single system. The SalesXpert SaaS application seamlessly links customer information and configuration proposals by interfacing with CRM and other external systems. Quick proposal configuration - Following a simple workflow, you can select products from a variety of manufacturers, configure them accurately, and create a dynamic Bill of Materials (BOM) that updates automatically in real-time as you make changes. SalesXpert also suggests alternate products that can increase a deal’s profitability. The simplified configuration experience provides automatic validation and error correction of projects based on multi-vendor configuration rules maintained by Netformx KnowledgeXpert™. Projects can be shared between SalesXpert and Netformx DesignXpert® users. With Netformx SalesXpert you can: - Win more deals by quickly creating customer-specific, validated configurations, proposals, and BOMs, even at the customer site - Increase efficiency by eliminating the need to search, access, and manually integrate content from many vendor and internal systems - Increase accuracy and eliminate the need for specialized vendor product training - Accelerate profitability and achieve higher margins by incorporating your own value-add products and services - Maximize the benefits from vendor promotions and incentives **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Netformx SalesXpert?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) **Who Is the Company Behind Netformx SalesXpert?** - **Seller:** [Netformx](https://www.g2.com/sellers/netformx) - **Year Founded:** 1994 - **HQ Location:** San Jose, US - **Twitter:** @Netformx (243 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/netformx/ (44 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of Netformx SalesXpert? **"[NetformX Review](https://www.g2.com/survey_responses/netformx-salesxpert-review-896817)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/netformx-salesxpert-review-896817) --- #### What Are G2 Users Discussing About Netformx SalesXpert? - [What is Netformx SalesXpert used for?](https://www.g2.com/discussions/what-is-netformx-salesxpert-used-for) ## 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.