---
title: ProposalCRM Reviews
meta_title: 'ProposalCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how ProposalCRM works for a business like yours.
date_modified: '2025-11-04'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---

# 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?open_modal_url=%2Fproducts%2Fproposalcrm%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fproposalcrm%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-06+13%3A07%3A00+-0500&secure%5Bsession_id%5D=8a069b99-35a9-407f-90fc-6667292666d9&secure%5Btoken%5D=666cfb430b5b64746b0d9fefcafb32c90538346e2789891475f12863e25c1653&format=llm_user)

## ProposalCRM 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
- E-Signature Integration
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management

**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

## Top ProposalCRM Alternatives
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