--- title: ProposalWorks Reviews meta_title: 'ProposalWorks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 10 reviews by the users' company size, role or industry to find out how ProposalWorks works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 10 scale: '5' date_modified: '2026-06-14' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # 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. 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. ### 3. 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. - [View ProposalWorks pricing details and edition comparison](https://www.g2.com/products/proposalworks/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+22%3A28%3A32+-0500&secure%5Bsession_id%5D=ad89cbed-a795-48cc-8ee1-59710e31df4b&secure%5Btoken%5D=dc7943364c72828e6c3a46b1f6a8d4eb9528a9cf2db437c8a15fb280a7947032&format=llm_user) ## ProposalWorks 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 **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 - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **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 **Channels** - Mobile User Support - Channel Partner Support - eCommerce **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 **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top ProposalWorks Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,470 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (900 reviews)