Best Proposal Software

Proposal software is designed to streamline and automate the proposal and request for proposal (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include CRM, CPQ, sales effectiveness, e-signature, accounting, and e-commerce software to help populate product and service data and record analytics and sale information.

To qualify for inclusion in the Proposal category, a product must:

  • Provide a repository of documents and templates which can be used to quickly generate proposals
  • Integrate with solutions like CRM and CPQ to pull product and customer data
  • Offer functionality to quickly and efficiently create and send proposals allow edits and feedback during the proposal process, and track changes made
  • Include analytics to evaluate the efficiency of the proposal process

Proposal Software Grid® Overview

The best Proposal Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
G2 Crowd Grid® for Proposal
Leaders
High Performers
Contenders
Niche
Conga composer
Oracle cpq cloud bigmachines
Paperless proposal
Proposable
Connectwise sell
Qvidian
Octiv formerly tinderbox
Nintex document generation for salesforce
Quotewerks
Pandadoc
Loopio
Proposal kit
Privia
Qorus
Pmaps
Practice ignition
Proposify
Endeavorcpq
Docsend docsend
Qwilr
Getaccept
Rfpio
Better proposals
Market Presence
Satisfaction
Linked in no background
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    Proposal reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

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    Kate from G2 Crowd

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