Announcing the Top Rated Proposal Software for 2019

We are excited to announce the Top Rated Proposal Software for 2019! Top Rated awards showcase today’s top-of-the-line products in Proposal Software based solely on positive user feedback and satisfaction scores. These awards make the voice of the market the primary decider into the industry’s best products.

Top Rated awards are the most trusted in the industry because they are never influenced by analyst opinion, the vendor’s size, popularity, or status as a TrustRadius customer.

Here are the winners:

PandaDoc 

PandaDoc is a digital document creation platform that can be used to create proposals and close deals. The software includes a library of customizable templates that can be adjusted to fit branding requirements. An automatic quote creation tool brings in accurate pricing and product information from internal catalogs. Proposals can be customized with media from an existing content library or deal details from a CRM. PandaDoc’s e-signature capability makes it fast and easy for clients or customers to accept proposals.

Two-thirds (67%) of PandaDoc users on TrustRadius are from small businesses. Reviewers love PandaDoc for its embedded video capability, product catalog features, and time-saving integrations.

“The automations and integrations are awesome. Having automated reminders sent to clients helps keep things moving without taking time away from the sales team and the numerous integrations available through Zapier make it easy to do everything from sync data to Salesforce or send notifications into Slack.”

– Garrett Genest | Marketing Manager – Technology | Computer Software Company

QuoteWerks

QuoteWerks is a CPQ solution with proposal creation features. It supports a consistent quoting and branding experience across an entire company. The software can import product images, price lists, descriptions, and other relevant information into proposal documents. Peer review, tracking, and approval tools help teams maintain consistency and quality. QuoteWerks can also automatically attach important supporting documents to proposals, helping ensure that contracts and spec sheets make it to customers when they’re needed.

A large majority (73%) of QuoteWerks users on TrustRadius are from small businesses. Reviewers value QuoteWerks for its consistency in quote generation and guided, step-by-step wizard.

“QuoteWerks is powerful in that it not only can quote all different combinations of items and build proposals, but it walks the sales rep through complicated configure/price/quote steps, maximizing profitability on deals and driving consistency.”

– Tim Berman | Co-Founder and Growth Evangelist | Retail Company

Congratulations to the winners of the Top Rated Proposal Software Award!

What is Proposal Software?

Creating a professional proposal document is often an important part of closing a sale. However, designing a unique proposal document for each client and iteration of a deal can be time-consuming and error-prone. A sales team may have strict requirements for legal and branding compliance, and it’s easy to use an old template or overlook generic boilerplate text when creating documents manually. Proposal software aims to solve these problems by helping salespeople quickly create personalized, accurate, and compliant proposal documents.

Proposal software often includes customizable branding rules, along with tools that can scan finished proposals for compliance. Form-fillable templates allow for quick personalization and iteration. Some tools include proposal creation wizards to guide salespeople through the proposal process and make recommendations. Software in this category often include a proposal database, allowing users to store and retrieve proposals their team has created in the past. Collaboration, tracking, and distribution tools are also commonly included.

Buyers considering proposal software should make sure that their choice matches their business needs and industry expectations. Some products in this category are designed to generate eye-catching proposals with embedded media, while others are geared towards the creation of traditional, straightforward proposal documents. It’s also important to check that your proposal solution will play nice with your existing software stack—having the right integrations can make a huge difference in your team’s efficiency.

Top Rated Criteria

Products included in the 2019 Top Rated Proposal Software list must have been in the top tier of their category TrustMap as of September 12th, 2019. To qualify for the Proposal Software Top Rated Award, products must have at least 10 reviews written within the past year, a TRScore of at least 7.5 out of 10, and must receive at least 1.5% of the traffic in their category.  Every reviewer is verified and every review is vetted before publication. Products are plotted on the TrustMap based on end-user data, including users’ likelihood to recommend scores as well as buyer research patterns. To learn more about TrustMaps and Top Rated methodology, check out this page.