Top Tools at a Glance
Best for Fast, template-driven proposals | User Review "Effortless Proposals and Seamless CRM Integration" CP CHIRAG P. Mid-Market (51-1000 emp.) | ||
Best for All-in-one proposal + CPQ automation | User Review "Automates Sales with Easy Integrations" ![]() KG Kaif G.
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![]() Sponsored You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings. Tresorit | Product Description This description is provided by the seller. Tresorit is a secure content collaboration platform built to help individuals and organizations store, sync, and share sensitive information without sacrificing privacy. It brings encrypted... | Visit company website | |
Best for Interactive, web-style proposals | User Review "Effortless Integration, Intuitive Usage" ![]() OM Olivia M. Small-Business (50 or fewer emp.) | ||
Best for High-volume RFP and questionnaire responses | User Review "Essential Collaboration Tool for Streamlined Responses" U Verified User Mid-Market (51-1000 emp.) | ||
Best for Centralized RFP content management | User Review "very useful" A Verified User Enterprise (> 1000 emp.) | ||
Best for Services proposals with recurring pricing | User Review "Effortless Proposals and Agreements with Smart Pricing Features" A Verified User Small-Business (50 or fewer emp.) | ||
Best for Team-scaled proposal consistency | User Review "Excellent Data Security and Compliance Focus" PK Pramod K. Mid-Market (51-1000 emp.) | ||
Best for Proposal delivery with sales engagement | User Review "Excellent Tool for Music Admissions Teams" A Verified User Mid-Market (51-1000 emp.) | ||
Best for Complex configuration and pricing proposals | User Review "Effortless Simplicity and Smooth Navigation" U Verified User Enterprise (> 1000 emp.) | ||
Best for Proposal-to-billing automation for service firms | User Review "Transforms Client Engagements with Ease" ![]() DV Danielle V.
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All-in-one proposal + CPQ automation
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You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
This description is provided by the seller.
Tresorit is a secure content collaboration platform built to help individuals and organizations store, sync, and share sensitive information without sacrificing privacy. It brings encrypted...
High-volume RFP and questionnaire responses
Complex configuration and pricing proposals
Buyer's Guide: Proposal
All Proposal Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use in PandaDoc, finding document updates and signature collection straightforward and efficient.
Users value the user-friendly document management in PandaDoc, noting ease of updates and seamless integration.
Users love the simplicity and ease of use with PandaDoc, making document management quick and efficient.
Users struggle with signature setup issues, finding it not obvious and facing challenges on mobile devices.
Users find PandaDoc to be expensive, especially when essential features require additional payments, limiting its practicality.
Users desire additional features in PandaDoc, noting the absence of key functionalities that would enhance usability.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the responsive support team of DealHub.io, noting their thorough assistance and fast implementation process.
Users value the ease of use of DealHub.io, which simplifies complex configurations and enhances collaboration.
Users value DealHub.io for its time-saving features, enhancing efficiency and focus on closing deals successfully.
Users find the learning curve challenging, especially when mastering extensive features and customization options initially.
Users find limited customization options frustrating, often requiring external support for advanced features and adjustments.
Users find the steep learning curve challenging, especially during setup and customization, which can slow down productivity.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use of Qwilr, appreciating its intuitive interface and professional proposal appearance.
Users find Qwilr's effortless proposal creation exceptional, highlighting its simplicity and interactive features for effective presentations.
Users value the exceptional customer support from Qwilr, receiving quick and helpful responses when needed.
Users feel that Qwilr offers limited customization, making it tough to fully align with branding needs.
Users report missing features in Qwilr, such as limited functionalities and challenges with document customization.
Users note the limited functionalities of Qwilr, expressing a desire for more formatting options in future updates.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Responsive, highlighting its intuitive design and effective integration for seamless collaboration.
Users appreciate the powerful project creation and versatile answer library, enhancing ease of use and supporting daily tasks.
Users value the efficiency of Responsive, allowing tasks that took days to be completed in hours or less.
Users find the learning curve steep, making it challenging for new users to navigate and utilize all features effectively.
Users find the interface not intuitive, making navigation and locating content challenging for new users.
Users feel the missing features hinder customization and efficient use, complicating their experience with Responsive.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use with Proposify, making proposal creation and tracking effortless and efficient.
Users love the customizable templates of Proposify, making proposal creation quick, professional, and enjoyable.
Users love the easy creation of proposals with Proposify, thanks to its numerous templates and user-friendly design.
Users find the difficult editing process in Proposify frustrating, impacting document creation and overall user experience.
Users find limited customization in Proposify's proposal builder, making it difficult to tailor proposals effectively.
Users face editing difficulties with Proposify, experiencing frustrating formatting issues and glitches, especially with tables.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of GetAccept, reporting a seamless experience with no complaints from their team.
Users praise the amazing customer support of GetAccept, highlighting quick and effective assistance whenever needed.
Users value the exceptional customer support of GetAccept, appreciating quick responses and genuine investment in their success.
Users feel the absence of essential features like PDF conversion and branding options impacts their experience with GetAccept.
Users express frustration over limited customization, as it complicates document changes and creates unnecessary internal friction.
Users find the difficult editing process in GetAccept challenging, though customer support provides prompt assistance.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Ignition's ease of use exceptional, enabling efficient proposal drafting and seamless integration with client operations.
Users praise the exceptional customer support of Ignition, highlighting its helpfulness and quick chat feature for urgent inquiries.
Users love the easy setup of Ignition, allowing for seamless client onboarding and streamlined proposal management.
Users find Ignition to be expensive, especially when compared to free alternatives, but value its time-saving capabilities.
Users experience a notable learning curve during initial setup, but improvements follow with practice and familiarity.
Users find the limited customization options frustrating, especially for designing proposals to suit their aesthetics.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of DocSend, enabling efficient document sharing and enhancing collaboration effortlessly.
Users love the secure and professional document management capabilities of DocSend, enhancing accountability and teamwork.
Users love the secure document sharing and tracking features of DocSend, enhancing collaboration and efficiency in workflows.
Users find the pricing to be steep, especially for small teams or those not on a startup program.
Users find the lacking features of DocSend frustrating, especially with advanced options tied to higher-tier plans.
Users find the limited features of DocSend quite costly, especially for those not on startup programs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the flexibility and customization of ConnectWise CPQ, enhancing their quoting process and team training.
Users value the quick and responsive customer support of ConnectWise CPQ, enhancing their overall experience and efficiency.
Users value the high customizability of ConnectWise CPQ, enhancing their quoting processes with flexibility and automation.
Users find difficult editing in ConnectWise CPQ, facing challenges and limitations that hinder their productivity.
Users struggle with bug issues in ConnectWise CPQ, causing frustration and hindering efficient document management.
Users find the setup process complex and overwhelming, often needing a knowledgeable consultant for assistance.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use of QuoteWerks, significantly reducing quote preparation time and enhancing efficiency.
Users love the efficient templates of QuoteWerks, significantly speeding up the quoting process and enhancing productivity.
Users value the time-saving capabilities of QuoteWerks, drastically reducing quote preparation time and improving efficiency.
Users often face complex setup challenges, finding initial deployment time-consuming and navigation less intuitive.
Users find the poor interface design outdated and challenging, hindering ease of navigation and overall user experience.
Users feel the interface is dated, impacting navigation and setup, and call for a more modern design.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the customization flexibility of Epicor CPQ, enabling tailored configurations for various products and services.
Users highlight the ease of use of Epicor CPQ, streamlining product and service sales efficiently.
Users highlight the intuitive design of Epicor CPQ, making it easy to sell products and services.
Users find the slow performance of Epicor CPQ frustrating, particularly with glitches and screen freezes during heavy usage.
Users report frequent bugs and glitches in Epicor CPQ, leading to a frustrating and less intuitive experience.
Users find the complex implementation of Epicor CPQ requires a specialist for configuration adjustments, complicating usability.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use and organization provided by ClientPoint, enhancing the sales process significantly.
Users value the effective client management of ClientPoint, enhancing organization and tracking during the sales process.
Users appreciate the customer success features of ClientPoint, facilitating smooth transitions and organization throughout the sales process.
Users report significant performance issues with ClientPoint, citing slow page loads and delays in document uploads.
Users often face saving issues, experiencing slow upload times and delays in document management on ClientPoint.
Users often experience slow loading times, facing delays when uploading documents and saving changes.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find QorusDocs to be extremely intuitive, making document creation easy for everyone in their organization.
Users value the intuitive document management capabilities of QorusDocs, enhancing collaboration and workflow integration seamlessly.
Users value the responsive customer support from QorusDocs, enhancing collaboration and improving internal processes effectively.
Users find the limited features of QorusDocs frustrating, as it restricts tracking multiple pursuits effectively.
Users find the complexity of integrating QorusDocs with SharePoint libraries can be an obstacle to a seamless experience.
Users find difficult learning curves in QorusDocs, requiring time and effort to understand its tailored features fully.


















