# ProposalWorks Reviews
**Vendor:** Rockwell Automation  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 10
## About ProposalWorks
Build Complete Quotes, Proposals and Get a Wealth of Product Information for Rockwell Automation Products




## ProposalWorks Reviews
  ### 1. Good UI and faster response

**Rating:** 4.0/5.0 stars

**Reviewed by:** Abhineet S. | BUSINESS DEVELOPMENT MANAGER, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 17, 2023

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

It makes the process simpler and faster so that you can share quotes quickly with your clients.

**What do you dislike about ProposalWorks?**

Sometime it may get unresponsive due to network issue but its rare.

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

Sharing proposals quickly was the major task it made easy for us.

  ### 2. the best portal to a world of possibilities in  Rockwell Automation products and solutions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Agustin G. | PRODUCT MANAGER, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2022

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

Built-in support tools for viewing replacements, exporting documents, and more

**What do you dislike about ProposalWorks?**

Crossworks still has a lot to improve does not determine replacements of basic equipment of other brands

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

product replacements, other available alternatives and which codes or references have the highest turnover and shortest delivery time

  ### 3. Catalog wise selection tool with latest price

**Rating:** 4.5/5.0 stars

**Reviewed by:** Abdul R. | Senior Design & Application Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** January 17, 2022

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

Prices of all products of Rockwell automation are available. You can use keywords to find the product or use selection tool to select the product according to required specications.

**What do you dislike about ProposalWorks?**

It has no connection with IAB to share catalogs and make a complete solution at one place. Whenever I make project then unable to get to proposal work to generate a complete solution.

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

It is very slow to select a single product. 
Yes, I just type the catalog number and get the most up to dated price. It must be sync with iab to get the panel assessories solution

  ### 4. Easy and inexpensive to use at work

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 06, 2022

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

It's very easy in terms of the main objective which is to help with configuring orders.

**What do you dislike about ProposalWorks?**

Customer service can be quicker in regard to hold time and email responses.

**Recommendations to others considering ProposalWorks:**

Lots of information can be revealed from the configurations. Take time to review all and ensure that it's correct. I really like using it and the ease of using it but sometimes I catch minor mistakes.

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

Some minor issues with the reports created. Missing or incorrect data points. It's quite easy to use and very little time needed.

  ### 5. Best Platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 19, 2022

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

Many tools and templates you can use to create a perfect proposal and also with a solutions to help you. Its easy to use at work.

**What do you dislike about ProposalWorks?**

Customer service can be quicker in regard to hold time and email responses.

**Recommendations to others considering ProposalWorks:**

Very recommend platform and easy to use

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

The platform are great most of my problems are solved and it also saves time and efforts.

  ### 6. Good platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2020

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

There are so many value tools that you can use, lots of templates and solutions to help you create the perfect proposal. There are also great resources to create presentations

**What do you dislike about ProposalWorks?**

I would love to integrate this into my CRM and other platforms we use within the business

**Recommendations to others considering ProposalWorks:**

Great platform, takes the pain away from trying to create your own.

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

The templates are great my problems were always the lay out and wording their just saves time and effort

  ### 7. ProposalWorks Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 13, 2020

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

Learning the program was painless and fast. It was self explanatory for me.

**What do you dislike about ProposalWorks?**

It was a bit slow, but could be my system.

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

Hotel Sales-- it is helping with time efficiency.

  ### 8. Smart Engineering tool for PLC design

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jamie C. | Technical Service Manager, Dairy, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 19, 2019

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

I love how detailed but easy this software is to configure and build a project. It is smart enough to point out any mistakes and alert you that you cannot place certain components in certain spots without having to look up each spec sheet individually. It is great at calculating all the power loads, and picking and choosing exactly what you need. Complies a really nice bill of materials which you can export into Excel. All in all, a great tool for building your compact logix or other rockwell family plc projects. 

**What do you dislike about ProposalWorks?**

The software itself is large and can bog down your system if not powerful enough. 

**Recommendations to others considering ProposalWorks:**

Give this a shot if you intend on using Rockwell products. 

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

Saved time and eliminated unnecessary parts when choosing my plc components.  

  ### 9. Rockwell Automation 2017

**Rating:** 4.0/5.0 stars

**Reviewed by:** Minh P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 27, 2018

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

Choice of processors is limited to the latest of the latest. This includes the 5570 series represent by the 1756-L7x ControlLogix processors. It also include the 5370 series of CompactLogix, Works allows us to autocorrect some of the script that we see and it suggestions different methods of addressing those issues. 

**What do you dislike about ProposalWorks?**

Only runs in windows 7 or higher, if you have anything less you have to go to v21, there is only one licenses per user so if you plan on using this on multiple devices you have to get a different type of licenses or you will have to pay more money. Uninstalling it and reinstall on another device is a hassle too unless you have the serial number 

**Recommendations to others considering ProposalWorks:**

Of all the new features in v21, this is the only one I remember. Since all the new multi-core Logix processors include an additional on-board memory chip, with v21 they also now all support saving routine comments and descriptions into the processor itself.

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

Here we use Logix studio 5000 a form of rockwell automation to write programs on our PLCs. We are able to connect to our allen bradley units and add functions and steps to help our process. We also can see what needs to be done in our future line of automation machines that way we can address the issues now in the desire review phase than when we actually have it on the production floor. 

  ### 10. Customer Experience with ProposalWorks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Grace K. | Sr. Subcontract Program Manager, Aviation & Aerospace, Enterprise (> 1000 emp.)

**Reviewed Date:** September 20, 2016

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

I like that I can search for a product that I need, and it will spit out a ROM cost.

**What do you dislike about ProposalWorks?**

That a third party part, such as a Bonitron part that passes through Rockwell Automation, is not able to be quoted through the tool.

**Recommendations to others considering ProposalWorks:**

I am just a customer of ProposalWorks, but from a customer standpoint I am very pleased. 

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

We are able to use this tool in our price analysis as a "published price list" when justifying the cost of material on government transactions.



- [View ProposalWorks pricing details and edition comparison](https://www.g2.com/products/proposalworks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+08%3A23%3A54+-0500&secure%5Bsession_id%5D=61c1428b-45d7-46fe-9f10-5dc53f15005c&secure%5Btoken%5D=000f3b72e0898d565feb3775e10bd5b75ad6b8d63cb8bc83737f202749b6c355&format=llm_user)

## ProposalWorks Features
**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

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

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

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

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts

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

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
- CPQ Integration
- API / Integrations

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Generative AI**
- AI Text Generation

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

## Top ProposalWorks Alternatives
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,309 reviews)
  - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,107 reviews)
  - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (881 reviews)

