Proposal and RFP Management Software in AI answers

Data as of Oct 22, 2026Based on 536 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.

What’s changing · since July

Since July, Bonsairising became the most named recommendation for consultants seeking an all-in-one portal, while Notionfalling dropped out of those suggestions entirely. Qwilrrising saw broad gains across the market, and HoneyBook is now named occasionally for proposals with built-in e-signatures.

Most-mentioned brands

Rank and Mentioned in · since Jul 5

#	Brand	Mentioned in	Recommended for
1	PandaDoc 80% all-in-one proposal automation, electronic signatures, and services CPQ	80%	all-in-one proposal automation, electronic signatures, and services CPQ
1	Proposify 77% structured sales team workflows, design control, and analytics	77%	structured sales team workflows, design control, and analytics
3	Qwilr 70% interactive, web-based proposals and visual pitches for agencies	70%	interactive, web-based proposals and visual pitches for agencies
4	Better Proposals 49% fast setup and attractive web proposals for freelancers	49%	fast setup and attractive web proposals for freelancers
5	Responsive 21% enterprise response automation for data-heavy RFPs and questionnaires	21%	enterprise response automation for data-heavy RFPs and questionnaires
5	GetAccept 19% personalized digital sales rooms featuring integrated video and chat	19%	personalized digital sales rooms featuring integrated video and chat
5	Loopio 18% structured content libraries and automated responses for enterprise RFPs	18%	structured content libraries and automated responses for enterprise RFPs
8	Bonsai 17% consultants wanting client portals with proposals, invoicing, and files	17%	consultants wanting client portals with proposals, invoicing, and files
8	HubSpot 16% native quote creation and downloadable templates for CRM users	16%	native quote creation and downloadable templates for CRM users
10	HoneyBook 12% creative service businesses managing proposals, contracts, and invoicing together	12%	creative service businesses managing proposals, contracts, and invoicing together
10	DealHub 10%	10%
12	Qvidian Upland Software product line 7%	7%
12	Docusign 7%	7%
14	SuiteDash 5%	5%
14	Plutio 4%	4%
14	Dubsado 4%	4%
14	Salesforce CRM Salesforce product line 4%	4%
18	Stripe 3%	3%
18	HubSpot CPQ HubSpot product line 3%	3%
18	Ignition 3%	3%
18	QorusDocs 3%	3%
18	Salesforce 3%	3%
18	Salesforce Revenue Cloud Salesforce product line 2%	2%
18	Pipedrive 2%	2%
18	DealHub CPQ DealHub product line 2%	2%
18	AutoRFP 2%	2%
18	Oneflow 2%	2%
18	Scoro 2%	2%
18	SiftHub 2%	2%
18	Slack Salesforce product line 2%	2%
18	Assembly 2%	2%
18	Offorte 2%	2%
18	RocketDocs 2%	2%
18	Salesforce CPQ Salesforce product line 2%	2%
18	QuickBooks Intuit product line 2%	2%
36	Inventive AI 1%	1%
36	Bidsketch 1%	1%
36	PandaDoc CPQ PandaDoc product line 1%	1%
36	HubSpot Sales Hub HubSpot product line 1%	1%
36	Fresh Proposals 1%	1%
36	Zomentum 1%	1%
36	With Moxie 1%	1%
36	Prospero 1%	1%
36	Portant 1%	1%
36	Salesforce Sales Cloud Salesforce product line 1%	1%
36	Google Docs Alphabet product line 1%	1%
36	Microsoft 365 Microsoft product line 1%	1%
36	Oracle 1%	1%
36	Microsoft 365 Apps Microsoft product line 1%	1%
36	Storydoc 1%	1%
36	Xero 1%	1%
36	Expedience Software 1%	1%
36	ScopeStack 1%	1%
36	Conga 1%	1%
36	Agiled 1%	1%
36	PayPal 1%	1%
36	Proposable 1%	1%
36	Canva 1%	1%
36	HubSpot Commerce Hub HubSpot product line 1%	1%
36	Dropbox Sign Dropbox product line 1%	1%
36	Microsoft Word Microsoft product line 1%	1%
36	ConnectWise Sell Connectwise product line 1%	1%
36	Smart Pricing Table 1%	1%
36	Prospero · goprospero.com 1%	1%
36	Moxo 1%	1%
36	Proposal Kit 1%	1%
36	Square 1%	1%
36	Nusii 1%	1%
36	Ombud 1%	1%
36	Google Drive Alphabet product line 1%	1%
36	Zoho 1%	1%
72	Cone 1%	1%
72	Launch The Damn Thing 1%	1%
72	Dock 1%	1%
72	Clientary 1%	1%
72	RFP360 1%	1%
72	Quotient 1%	1%
72	Propal 1%	1%
72	Conga CPQ Conga product line 1%	1%
72	Kantata 1%	1%
72	Sellegance 1%	1%
72	Zapier 1%	1%
72	Authorize.net 1%	1%
72	Google Workspace Alphabet product line 1%	1%
72	Upland PSA Upland Software product line 1%	1%
72	Microsoft Teams Microsoft product line 1%	1%
72	Adobe Acrobat Sign Adobe product line 1%	1%
72	Microsoft 1%	1%
72	Sybill 1%	1%
72	Microsoft Dynamics 365 Microsoft product line 1%	1%
72	Smartsheet <1%	<1%
72	Conga Composer Conga product line <1%	<1%
72	Paperbell <1%	<1%
72	GitHub Copilot GitHub product line <1%	<1%
72	Quoter ScalePad product line <1%	<1%
72	Indeed Owned by Recruit Holdings <1%	<1%
72	Quiller <1%	<1%
72	QuoteWerks <1%	<1%
72	Conveyor <1%	<1%
72	QuickBooks Online Intuit product line <1%	<1%

Who leads each AI engine

ChatGPT SearchChatGPT Search: =1PandaDoc Proposify Qwilr
Google AI ModeGoogle AI Mode: =1PandaDoc Proposify

Mentioned in on each engineChatGPT SearchGoogle AI Mode

Widest split: Responsive, 16% on ChatGPT Search and 29% on Google AI Mode.

Mentioned in on each AI engine, by brand
Brand	ChatGPT Search	Google AI Mode
PandaDoc	77%	80%
Proposify	73%	78%
Qwilr	72%	64%
Better Proposals	47%	44%
Loopio	21%	18%
Responsive	16%	29%
GetAccept	12%	21%
Bonsai	12%	23%
HubSpot	14%	14%
HoneyBook	12%	13%

Market map

Mentioned in · since Jul 5

Leading brands by topic

RFP response automationTied:ResponsiveLoopio
Proposal softwareLed byPandaDoc
Document automation and paymentsLed byPandaDoc

Questions by topic2

RFP response automation
- How can I automate the RFP process for my B2B SaaS business using proposal management software?
- I need to streamline RFP workflows for my B2B SaaS business. Which proposal management tools offer the best automation capabilities?
- Could you recommend software to streamline and automate our RFP proposal management tasks?
CPQ software for services businesses
- We need to create a simple, clickable sales quote. What's the best CPQ software for a services business?
- We are looking for CPQ software that handles clickable quotes for our services firm. Can you recommend some?
- I run a services business and need a CPQ tool that lets me send simple, clickable quotes to clients. Any recommendations?

best sales proposal software for small businesses
best sales proposal software for startups
We need to streamline our proposal process. What's the best proposal software with templates for marketing services?
We need a proposal software that lets us create, send, and track beautiful client proposals.
What's the best way to create a library of reusable content to speed up our proposal writing?
My team writes a lot of RFPs. What's the best proposal management software to streamline the process?
What is the best proposal software?
I need a tool for my sales team to create better proposals. What is the best proposal software?
I'm looking for a way to create, send, and track client proposals. What's the best proposal software with built-in e-signature?
I'm a consultant. What's a good, all-in-one client management portal for proposals, invoices, and files?

Sources AI cites99

57% of citations point at the ranked brands’ own sites. youtube.com, g2.com, reddit.com are the most-cited sites outside the ranked brands’ own domains.