# ProposalCRM Reviews
**Vendor:** Proposal CRM  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)
## About ProposalCRM
We built this because we were frustrated with how much time sales teams waste on messy proposal workflows drafting, sending, following up, revising, and finally invoicing. With ProposalCRM you can: Create proposals in minutes using customizable templates (word templates) Track client engagement with real-time notifications Instantly convert approvals into invoices Collaborate seamlessly, even on mobile Our mission is simple: help sales teams close deals faster, build stronger client relationships, and save countless hours. Thanks for checking us out and if you’d like to give it a try, we’re offering a 7-day free trial: proposalcrm.com






- [View ProposalCRM pricing details and edition comparison](https://www.g2.com/products/proposalcrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-12+12%3A38%3A24+-0500&secure%5Bsession_id%5D=12f52430-cbc1-4c0b-86e6-ac0ac453135c&secure%5Btoken%5D=5cd7e5ba0838e48c11050f8cc3850d608dfa2363c0a0fbe3c3cce3f56e179dba&format=llm_user)

## ProposalCRM Features
**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
- E-Signature Integration
- CPQ Integration
- API / Integrations

**Generative AI**
- AI Text Generation

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