Proposal and RFP Management Software | Parse

Proposal and RFP Management Software in AI answers

Data as of Oct 14, 2026Based on 453 AI responsesReviewed by Dimitry Apollonsky

AI summary

PandaDoc narrowly edges out Proposify across recommendations, with both frequently suggested for proposal automation, e-signatures, and tracking. However, consultants seeking an all-in-one client portal are usually directed to Bonsai instead.

Most-mentioned brands

Rank and Mentioned in · since Jul 5

#	Brand	Recommended for	Mentioned in
1	PandaDoc 82% all-in-one proposal automation, electronic signatures, and services CPQ	all-in-one proposal automation, electronic signatures, and services CPQ	82%
2	Proposify 78% structured sales team workflows, design control, and analytics	structured sales team workflows, design control, and analytics	78%
3	Qwilr 72% interactive, web-based proposals and visual pitches for agencies	interactive, web-based proposals and visual pitches for agencies	72%
4	Better Proposals 49% fast setup and attractive web proposals for freelancers	fast setup and attractive web proposals for freelancers	49%
5	Responsive 20% enterprise response automation for data-heavy RFPs and questionnaires	enterprise response automation for data-heavy RFPs and questionnaires	20%
6	Bonsai 19% consultants wanting client portals with proposals, invoicing, and files	consultants wanting client portals with proposals, invoicing, and files	19%
7	GetAccept 17% personalized digital sales rooms featuring integrated video and chat	personalized digital sales rooms featuring integrated video and chat	17%
8	Loopio 16% structured content libraries and automated responses for enterprise RFPs	structured content libraries and automated responses for enterprise RFPs	16%
9	HubSpot 14% native quote creation and downloadable templates for CRM users	native quote creation and downloadable templates for CRM users	14%
10	HoneyBook 13% creative service businesses managing proposals, contracts, and invoicing together	creative service businesses managing proposals, contracts, and invoicing together	13%
11	DealHub 10%		10%
12	SuiteDash 6%		6%
13	QvidianUpland Software product line 6%		6%
14	Plutio 5%		5%
15	Dubsado 5%		5%
16	Docusign 4%		4%
17	Salesforce CRMSalesforce product line 4%		4%
18	HubSpot CPQHubSpot product line 3%		3%
19	QorusDocs 3%		3%
20	Salesforce Revenue CloudSalesforce product line 2%		2%
21	Ignition 2%		2%
22	Oneflow 2%		2%
23	Scoro 2%		2%
24	Stripe 2%		2%
25	Offorte 2%		2%
26	Salesforce 2%		2%
27	DealHub CPQDealHub product line 2%		2%
28	AutoRFP 2%		2%
29	Assembly 2%		2%
30	Pipedrive 2%		2%
31	SlackSalesforce product line 2%		2%
32	RocketDocs 2%		2%
33	Zomentum 2%		2%
34	Salesforce CPQSalesforce product line 2%		2%
35	SiftHub 2%		2%
36	Portant 2%		2%
37	Salesforce Sales CloudSalesforce product line 2%		2%
38	QuickBooksIntuit product line 2%		2%
39	Fresh Proposals 1%		1%
40	Bidsketch 1%		1%
41	With Moxie 1%		1%
42	Microsoft 365 AppsMicrosoft product line 1%		1%
43	PandaDoc CPQPandaDoc product line 1%		1%
44	Expedience Software 1%		1%
45	Inventive AI 1%		1%
46	Agiled 1%		1%
47	Oracle 1%		1%
48	Google DriveAlphabet product line 1%		1%
49	HubSpot Sales HubHubSpot product line 1%		1%
50	ConnectWise SellConnectwise product line 1%		1%
51	Smart Pricing Table 1%		1%
52	Conga 1%		1%
53	Moxo 1%		1%
54	Microsoft 365Microsoft product line 1%		1%
55	Proposal Kit 1%		1%
56	HubSpot Commerce HubHubSpot product line 1%		1%
57	Nusii 1%		1%
58	Ombud 1%		1%
59	Launch The Damn Thing 1%		1%
60	Dock 1%		1%
61	Clientary 1%		1%
62	Quotient 1%		1%
63	Prospero 1%		1%
64	ScopeStack 1%		1%
65	Google WorkspaceAlphabet product line 1%		1%
66	Adobe Acrobat SignAdobe product line 1%		1%
67	Xero 1%		1%
68	Microsoft WordMicrosoft product line 1%		1%
69	Microsoft Dynamics 365Microsoft product line 1%		1%
70	GitHub CopilotGitHub product line <1%		<1%
71	RFP360 <1%		<1%
72	QuoterScalePad product line <1%		<1%
73	Quiller <1%		<1%
74	Canva <1%		<1%
75	Conveyor <1%		<1%
76	Propal <1%		<1%
77	PayPal <1%		<1%
78	Square <1%		<1%
79	Kantata <1%		<1%
80	Upland PSAUpland Software product line <1%		<1%
81	Venngage <1%		<1%
82	Sellegance <1%		<1%
83	Storydoc <1%		<1%
84	Microsoft <1%		<1%
85	Templafy <1%		<1%
86	Dropbox <1%		<1%
87	Certinia <1%		<1%
88	AutogenAI <1%		<1%
89	Google DocsAlphabet product line <1%		<1%
90	Smartsheet <1%		<1%
91	Conga ComposerConga product line <1%		<1%
92	Paperbell <1%		<1%
93	SmartSuite <1%		<1%
94	Taskip <1%		<1%
95	DocuSign GenDocusign product line <1%		<1%
96	Cone <1%		<1%
97	Fynk <1%		<1%
98	Workday <1%		<1%
99	BigTime <1%		<1%
100	QuoteWerks <1%		<1%

Recommendations by AI engine

ChatGPT SearchGoogle AI Mode

Widest split: Responsive, 12% on ChatGPT Search and 28% on Google AI Mode.

Mentioned in on each AI engine, by brand
Brand	ChatGPT Search	Google AI Mode
PandaDoc	81%	82%
Proposify	76%	80%
Qwilr	76%	67%
Better Proposals	50%	48%
Responsive	12%	28%
Bonsai	13%	25%
GetAccept	12%	23%
Loopio	17%	15%
HubSpot	15%	14%
HoneyBook	13%	13%

If by “simple, clickable sales quote” you mean a client gets a link, can review options/pricing, accept, sign, and ideally pay—then I wouldn’t start with a heavyweight enterprise CPQ.

My recommendation: Qwilr

Qwilr is probably the best fit for a services business that wants a beautiful, interactive quote.

It turns the quote into a web page rather than a PDF. You can include:

Interactive pricing — one-time, recurring, packages, discounts
Clickable options/upgrades
Scope of work and deliverables
ROI calculators, videos, Calendly, etc.
One-click acceptance
E-signature
Payment directly from the quote
Notifications when the prospect views/interacts with it
CRM integrations and automated quote creation

Qwilr even has a professional-services proposal template specifically structured around responsibilities, investment, ROI, payment, agreement, and acceptance.

Pricing currently starts at $35/user/month for Starter; higher tiers add automation, Salesforce, conditional content, permissions, etc.

The shortlist

Software	Best for	My take
Qwilr	Beautiful, clickable service quotes	⭐ Best fit
PandaDoc	Quotes + contracts + e-sign + document workflows	⭐ Best all-rounder
DealHub

PandaDoc is the main alternative I'd evaluate. Its interactive pricing tables support services, line items, discounts, taxes, customer-selected quantities/packages, e-signature and payments. www.pandadoc.com It starts much more cheaply than enterprise CPQ, although its full CPQ capability is on Enterprise.

DealHub becomes interesting when you have genuinely complicated service pricing—multiple packages, pricing rules, approvals, recurring revenue, discount governance, etc. Current comparisons describe it as particularly suited to SaaS/services revenue teams and emphasize its no-code configuration.

Salesforce Revenue Cloud is powerful, but I'd only choose it if you're already deeply invested in Salesforce and need quote-to-cash, contracts, billing, and sophisticated pricing. Salesforce currently lists Revenue Cloud Growth at $150/user/month and Advanced at $200/user/month, before considering implementation and the broader Salesforce stack.

For your specific requirement

I'd frame the decision this way:

Simple service quote → Qwilr
Quote + document/contract workflow → PandaDoc
Complex service configuration/pricing → DealHub
Enterprise Salesforce quote-to-cash → Salesforce Revenue Cloud

And there's an important distinction: you may not actually need “CPQ.” If your services are things like Strategy = $X, Implementation = $Y, Support = $Z, a full CPQ system is likely unnecessary overhead. A modern interactive proposal/quote tool is the better solution.

If you tell me what your services are, how you price them (fixed fee/hourly/retainer), and what CRM you use, I can narrow this to the best 1–2 options and sketch exactly what the clickable quote should look like.

Proposal and RFP Management Software in AI answers

Most-mentioned brands

Latest insights

Recommendations by AI engine

Questions by topic2

Sources AI cites5

See where your brand stands in this ranking

See where your brand stands in this ranking

Questions by topic2

My recommendation: Qwilr

The shortlist

For your specific requirement

Sources cited in this answer8

Sources cited in this answer1