---
title: ProposalDesk Reviews
meta_title: 'ProposalDesk Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how ProposalDesk works for a business like yours.
date_modified: '2026-08-18'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# ProposalDesk Reviews
**Vendor:** ProposalDesk  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)





- [View ProposalDesk pricing details and edition comparison](https://www.g2.com/products/proposaldesk/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-21+19%3A13%3A19+-0500&secure%5Bsession_id%5D=711e1483-3de6-42f6-b587-b9907540b8bd&secure%5Btoken%5D=57cb09976e149d2a1bb0932ebb54ef03adb8d601165c630b8f1b2d7c53412333&format=llm_user)

## ProposalDesk 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

## Top ProposalDesk Alternatives
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