AI proposal generators support drafting, approved-content reuse, document workflows, and buyer engagement. Quoting, signing, payments, and response management vary by product and subscription.
Quick answer: All-round proposal option: PandaDoc - Starter begins at US$19/seat/month annually; Business at US$49 provides the more complete sales proposal toolkit. Advanced CPQ requires Enterprise pricing and may incur additional charges. Interactive proposals: Qwilr - Starter costs US$35/user/month annually or US$49 monthly, with different automated-document allowances. Enterprise response management: Responsive - Emerging starts with a US$10,000 annual platform fee, plus user licenses and applicable add-ons or services. Loopio is another response-management option with quote-based pricing.
How these tools were evaluated
Seven platforms were assessed from published vendor pricing, product documentation, and attributed research. This comparison does not claim hands-on testing, an independently measured ranking, or an exhaustive screening process. Original pricing observations are dated October 9, 2026; editorial corrections are dated October 10.
Evaluation criteria cover documented AI functions, end-to-end workflow, subscription and usage costs, evidence quality, audience fit, and plan restrictions. MCP connections provide access to supported data and actions; they do not establish complete autonomous workflows. Dollar prices are US dollars unless stated otherwise. Confirm selected billing terms, included seats, allowances, and optional modules before purchase.
The 7 tools at a glance
Published starting prices reflect the stated billing terms; the base price does not include every advertised capability.
| Tool | Best for | Standout feature | Starting price | Free plan / trial |
|---|---|---|---|---|
| PandaDoc | Sales teams wanting one document system | Paid-plan AI/MCP beta; CPQ on Enterprise | Free plan; Starter $19/user/mo (annual) | Free plan + free trial, no card |
| Qwilr | Design-led, interactive proposals | AI Proposal Creator + Smart Proposal Engine | $35/user/mo (Starter, annual) | 14-day trial, no card |
| Proposify | Agencies and content-heavy teams | Content library + AI writing + MCP for Claude | $35/user/mo (Build, annual) | 14-day trial, no card |
| GetAccept | Sales teams wanting deal rooms and e-sign | GetAccept AI + Digital Sales Rooms + CPQ | $25/user/mo (eSign, 12-month agreement) | Free trial (duration not stated) |
| Dock | Buyer enablement and free entry | Dock AI agents + Dock MCP + order forms | Free plan; Standard US$350/team/mo, 5 users; confirm term | Free plan; usage limits apply |
| Loopio | RFP and questionnaire response teams | Response Intelligence AI + Loopio Copilot Agent | Pricing not publicly listed | Not publicly listed |
| Responsive | Enterprise response management | Responsive AI + TRACE Score + MCP connectors | US$10,000 annual platform fee, plus licenses/add-ons | Not publicly listed |
The 7 tools, reviewed
PandaDoc
PandaDoc is proposal automation software that handles the whole document path - quotes, proposals, contracts, e-signature and payments - and now adds AI features across the stack. It fits sales teams at growing companies that want one system instead of five point tools, and its pricing page literally labels the $49 tier “For sales proposals and integrated agreement workflows.”
The features that matter for proposals: pricing tables and collect-payments on Business and up, content library and custom branding on Business, Rooms (buyer deal spaces, up to three on Business), and CPQ with workflow automation on Enterprise. The AI story moved fast in 2025–2026: “AI assistants via MCP (ChatGPT, Claude)” ship on paid plans (beta terms apply), and the September 22, 2026 CLM launch added a Contract Repository with AI Data Extraction across “over 100 critical fields,” AI Search, AI Renewal Alerts, and an AI Digest of daily contract briefings.
Pricing: Free at $0 with a five-document monthly limit; Starter $19/seat/month billed annually; Business $49/seat/month billed annually; Enterprise is quote-based with “per-seat or per-document pricing.” Its pricing page displayed 4.7/5 from 3,324 reviews as of June 11, 2026.
Honest limitation: the proposal-grade toolkit - content library, custom branding, unlimited templates - starts at Business, and CPQ is Enterprise-only, so “from $19” understates what proposal teams spend. Sources: PandaDoc pricing (accessed October 9, 2026); PandaDoc CLM launch (Business Wire via Yahoo Finance, September 22, 2026).
Qwilr
Qwilr is proposal design software that replaces static files with interactive web pages - dynamic pricing tables, embedded video, e-signature and page-level analytics. It targets consultants, agencies and sellers who lose deals to ugly documents, and its Australian team has spent 2025–2026 pushing hard into AI.
The headline is the free AI Proposal Creator, launched October 9, 2025: you enter your website URL and industry, and it generates a complete proposal template in minutes (editing requires a Qwilr account). The September 14, 2026 Qwilr MCP goes further - connect Claude, ChatGPT, Windsurf or Cursor and you can query analytics across proposals, build pages from templates via prompts, and pull HubSpot deal details. On the paid tiers, Scale adds the Smart Proposal Engine and AI Prefill for rule-based personalization.
Qwilr Starter costs US$35/user/month annually or US$49 monthly. Annual Starter includes 40 automated document credits; monthly Starter includes no free automated-document credits. Additional automated creations cost US$2.50 each before optional volume discounts. Ordinary shareable pages are not subject to that allowance. Growth is listed at US$55/user/month with annual billing and five users minimum; Scale at US$75/user/month with ten users minimum, with billing conditions to confirm. QwilrPay’s 0.09% Starter platform fee is additional to Stripe processing charges, not a replacement for them. The displayed G2 score is vendor-reported.
Honest limitation: document credits plus per-document fees make cost unpredictable at volume, and the smartest AI - Smart Proposal Engine, AI Prefill - sits behind the ten-seat Scale tier. Sources: Qwilr pricing and Qwilr MCP announcement (September 14, 2026).
Proposify
Proposify is proposal software built around reusable content - a shared library of sections, templates and images that teams assemble into branded documents with signatures and deal analytics. It’s the pick for agencies and proposal-heavy teams that send high volume and care about consistency.
Two AI features are named on the pricing page: “AI writing” via an embedded widget (“prompt, write, refine, fix spelling and grammar, condense, and more”) and an “AI + MCP server” that connects Proposify to Claude “for your AI and agentic workflows to create and update documents.” The rest of the stack is strong: unlimited templates and signatures on every plan, interactive quoting (buyers change quantities or add optional items), document insights like time-per-section, and approval workflows from the Grow tier.
Pricing: Build $35/user/month annually ($49 monthly); Grow $325/month billed annually with five seats included; Scale $1,066/month billed annually with ten seats and Salesforce SSO-grade integrations. A 14-day trial runs without a card. Proposify claims “8,976 companies” use it and that 43% of proposals sent through the platform are won within 24 hours of opening - treat those as vendor figures, not independent research.
Proposify uses subscription tiers with send restrictions and potential overage fees. Published 10/30/75 quotas belong to a legacy Basic/Team/Business structure, not verified Build/Grow/Scale entitlements. Confirm the selected plan’s allowance, additional seats, and overage rates. See current pricing.
GetAccept
GetAccept is a sales proposal tool wrapped in a digital sales room - proposals and quotes live in a shared buyer space with e-signature, chat, video and engagement analytics attached. It’s built for sales teams that want to see what happens after they hit send.
GetAccept documents AI functions: the pricing page names an AI Editor, smart content, a meeting summarizer and an AI knowledge base (usage limits apply; unlimited AI is a paid add-on). For quoting - Professional includes a pricing table and product library capped at three items, while Enterprise lifts the cap and lets reps “create error-free quotes in no time.” Advanced and qualified electronic signatures and Nordic eID options require separate eligibility checks by plan, authentication method, and jurisdiction.
Pricing: eSign $25/user/month; Professional $49/user/month (five-user minimum, annual only); Enterprise is custom. All plans run on 12-month agreements. GetAccept displays 4.6/5 on G2 with 1,267+ reviews and says 5,000+ revenue teams use it. G2’s own December 23, 2025 digital sales room roundup slotted GetAccept as the pick for “proposals with e-signatures,” with cons including limited template flexibility.
Professional’s advertised product-library restrictions may limit larger catalogs or complex quoting. This is a product-library or quoting restriction, not automatically a full CPQ limit. Confirm Enterprise features, extra CPQ functionality, and AI usage charges with GetAccept.
Dock
Dock is a buyer enablement platform - a shared workspace per deal where reps drop proposals, order forms, mutual action plans and content, with AI agents watching the whole room. Buyer enablement means handing your champion the material to sell internally, instead of a PDF they have to forward blind. It’s for sales teams whose champions need to sell internally, and for anyone who wants to start on a free plan.
Dock AI is unusually concrete: “AI agents that know your business,” an AI Enablement Agent, Buyer AI Chat for the champion, and Dock MCP to “create deal rooms, find content, and run Dock agents from ChatGPT or Claude.” The workspace itself covers Sales Deal Rooms, Mutual Action Plans, Sales Order Forms with CRM integration (Premium), and an AI-powered content library with slide-level control. Call recordings from Gong, Chorus and Fathom embed alongside Loom videos and even PandaDoc documents.
Dock charges by team rather than document volume. Its Free tier supports limited usage; Standard costs US$350/month with five users, and Premium US$1,000/month billed annually with ten users. Additional internal seats cost US$50/month; external collaborators can access shared workspaces without paid seats. Confirm Standard’s billing commitment and included AI allowance on the pricing page.
Honest limitation: there’s no native e-signature listed anywhere on the product or pricing pages, so you’ll bolt on a signing tool - and the jump from free to $350/month is steep for solo consultants. Sources: Dock pricing and Dock homepage (accessed October 9, 2026).
Loopio
Loopio is response management software - it runs RFPs, security questionnaires, DDQs and proposal responses from a shared answer library with AI trained on a decade of response data. It’s for bid, proposal and presales teams whose year is defined by deadlines rather than design.
The AI is branded Response Intelligence, described as “AI that’s uniquely built for RFP teams” with models trained on millions of answers. Loopio supports reusable content libraries and integrations with external business systems; available sources and integrations depend on the selected plan. Strategic Insights scores win likelihood and library health, and the Loopio Copilot Agent for Microsoft 365 - which Loopio describes as the first from a response management provider, launched April 2026 - surfaces top answers inside Teams, Word, PowerPoint, Outlook and OneNote. Scale proof points on the platform page: 1,700 companies, 500K projects, 6M+ questions answered annually, 4.7/5 on G2.
Pricing is not publicly listed. Tiers run Foundations (10 seats, unlimited projects, generative AI), Enhanced (multi-language library, multi-step reviews) and Enterprise (separate business units, sandboxes), all quote-based.
Honest limitation: this is RFP response vs proposal territory - you get answer reuse and workflow, not design-forward proposal pages, and G2 reviewers note AI output needs editing for tone. Sources: Loopio platform and Loopio pricing (accessed October 9, 2026); Loopio Copilot Agent coverage (CustomerThink, May 1, 2026).
Responsive
Responsive (formerly RFPIO) is strategic response management software - AI agents, a governed answer library and analytics for enterprises that answer hundreds of RFPs, DDQs and security questionnaires. It’s the enterprise pick, with quote-based upper tiers.
Responsive AI ships “business-impacting AI agents across the pursuit lifecycle” with a TRACE Score validation framework (Trustworthiness, Relevance, Accuracy, Completeness, Explainability) layered over draft answers. The Spring 2026 release added an MCP server connecting ChatGPT, Microsoft Copilot and Claude to vetted company content, plus Portal Automation that auto-completes third-party questionnaires in Whistic, OneTrust, Coupa and similar portals. LookUp (knowledge retrieval), Trust Center, and Requirements Analysis round out the platform.
Pricing: Emerging Edition starts from $10,000 as an annual platform fee, plus user licenses and add-ons; Growth and Enterprise are quote-based. Scale is credible: 2,000+ companies, 25+ of the Fortune 100, and more than $1 trillion in managed opportunities as of May 2026. Its site shows 4.5/5 on G2 (1,150+ reviews) and 4.6/5 on Capterra (150+).
Honest limitation: a five-figure entry price and a G2 reviewer’s “quite busy” UI assessment mean this is overkill for a ten-person consultancy. Sources: Responsive pricing and Responsive homepage (accessed October 9, 2026); Responsive Spring 2026 release (CXOtoday, May 14, 2026).
Feature matrix: what each tool actually ships
Best-by-use-case reading of the same seven tools. “Payments” means the platform collects money in or beside the document itself.
| Tool | AI drafting / answers | Content library | E-signature | Buyer analytics | Payments | CPQ-lite quoting |
|---|---|---|---|---|---|---|
| PandaDoc | Paid-plan MCP/AI beta; confirm limits | Business+ | Plan-specific signing | Plan-specific tracking | Business+; confirm processor fees | Pricing tables Business+; CPQ Enterprise, possible extra charges |
| Qwilr | AI Proposal Creator, Smart Proposal Engine (Scale) | Templates + reusable blocks | Yes | Page/identity analytics | QwilrPay | Dynamic pricing tables |
| Proposify | AI writing widget + MCP for Claude | Yes (all plans) | Yes | Document insights, time per section | Via Stripe (per vendor docs) | Interactive quoting |
| GetAccept | GetAccept AI editor, smart content | Yes | Basic signing; AdES/QES eligibility varies | Deal score, document timeline | Stripe, Chargebee, Authorize.net (Enterprise) | Professional product-library restriction; confirm Enterprise/CPQ scope |
| Dock | Dock AI agents, Buyer AI Chat | AI-powered library | No (not listed) | Room engagement | No (not listed) | Order forms via CRM (Premium) |
| Loopio | Response Intelligence AI | Reusable library; integrations vary by plan | No | Win likelihood, library health | No | No |
| Responsive | Responsive AI agents, custom AI | Q&A library, LookUp | Yes (Growth+) | Advanced reporting (Enterprise) | No | No |
By audience: agencies lean Proposify (library discipline) or Qwilr (design); consultants lean Qwilr or Dock’s free tier; among sales proposal tools, PandaDoc (quote-to-sign) and GetAccept (deal rooms) fit full-cycle teams; response teams lean Loopio or Responsive.
How to choose an AI proposal generator
Pick the tool that matches your document type and deal motion, not the one with the longest AI feature list. RFP-heavy enterprises and solo consultants need very different software, and pricing models - per seat, per team, per document - decide the bill more than the sticker price does. Use these steps before you book a demo:
- Name your dominant document. Sales proposals and quotes point to PandaDoc, GetAccept or Proposify; design-led one-pagers point to Qwilr; RFPs and questionnaires point to Loopio or Responsive.
- Check where the AI actually lives. MCP (Model Context Protocol) is the connector standard that lets AI assistants like ChatGPT and Claude read and act on your software’s data. Look for named capabilities - AI Proposal Creator, Response Intelligence, GetAccept AI, TRACE Score - plus MCP access if your team already works in ChatGPT, Claude or Copilot. Gartner projects that by 2027 roughly 80% of AI-agent interactions with SaaS apps will run through MCP servers, versus under 5% in 2025 (Gartner, cited May 2026).
- Map the workflow end to end. Template → content reuse → pricing table → approval → signature → payment. If the tool stops at “export PDF,” you’ll re-key data somewhere.
- Model the real price. Multiply seats by months, add document/send overages (Proposify caps sends per tier; Qwilr meters automated creations; annual Starter includes 40, monthly Starter none), and check seat minimums (Qwilr Growth needs five users; GetAccept Professional needs five).
- Verify the review evidence. Cross-check the vendor’s badge against G2’s own roundups: G2’s March 16, 2026 RFP software list rates Loopio 4.7/5 and Responsive 4.5/5, and its category data puts RFP software user adoption at 59% with roughly eight months to time-to-ROI (G2 Learning Hub, March 16, 2026).
- Test the buyer experience. Send yourself a proposal. Interactive web pages (Qwilr, Dock, GetAccept rooms) behave differently from PDFs - the buyer’s ability to forward, comment and sign matters more than your editor does.
- Ask about governance. Approved content only, verbatim-locked answers for legal and compliance claims, audit trails. Responsive’s TRACE Score and Expedience Software’s September 30, 2026 Word-native flagging show where the category is heading.
Before you sign anything, check this list:
- Public pricing you can verify on the vendor’s own page today
- Native e-signature - or a named, priced integration
- AI trained or grounded on your content (library, CRM), not just generic generation
- Analytics that show buyer behavior per page, per viewer
- CRM sync both directions (HubSpot, Salesforce, Pipedrive - whatever you run)
- A free plan or trial that lets you send one real document
Better Proposals takes a selective approach to AI: it emphasizes human-written customer support while offering AI-assisted proposal creation, formatting, and conversion suggestions. It is a relevant alternative for buyers preferring a streamlined editor with limited AI involvement rather than a fully agent-driven workflow.
Loopio reports 92% AI adoption among software-industry respondents to its 2026 RFP survey. This describes the surveyed population, not all software teams. The Loopio/APMP Trends Report and related vendor-sponsored research provide context on reported adoption; they do not establish that AI caused a particular return on investment.
Frequently asked questions
What is the best AI proposal generator in 2026?
Based on published functionality and pricing, PandaDoc is a strong all-round option for integrated proposals, signing, and payments, with the more complete sales toolkit on Business at US$49/seat/month annually. Starter at US$19 has narrower entitlements, and Enterprise CPQ requires separate evaluation. Qwilr suits interactive presentation, while Loopio and Responsive address specialized response management. No standardized comparative test establishes a universal winner.
How can a team write a business proposal with AI?
Use AI to draft from approved content, not from scratch: curate a trusted content library first, start from business proposal templates - most platforms here ship AI-assisted ones - then have humans edit claims, figures and the executive summary. Loopio’s July 7, 2026 guide frames it as three steps - curate trusted content, automate writing and review, analyze results - and notes that top performers use AI for quality analysis, not just speed. Generic prompts produce generic proposals; name the buyer, the win theme and the challenge before you generate.
What is the difference between RFP response software and proposal software?
Proposal software creates and closes a document you send to one buyer; RFP response software answers hundreds of questions from an approved answer library and manages review workflows. Tools like Loopio and Responsive are response-first (RFPs, DDQs, security questionnaires), while PandaDoc, Qwilr and Proposify are proposal-first (design, pricing tables, signatures). Large companies often run both - the response team feeds the answer library, the sales team builds the proposal.
How much does proposal software cost?
PandaDoc Starter begins at US$19/seat/month annually, while Business begins at US$49; Qwilr Starter is US$35/user/month annually or US$49 monthly. Team-priced products and response-management suites have different costs: Dock Premium is US$1,000/month annually for ten users; Responsive Emerging begins with a US$10,000 annual platform fee plus user licenses, add-ons, and services. Model seats, send restrictions, automated-document credits, payment processing, and AI usage separately rather than treating starting prices as complete quotes.
Are there proposal tools that deliberately avoid AI?
Better Proposals emphasizes human support while offering AI-assisted proposal creation, design, and conversion improvements. Its policy on customer communication is not a ban on AI proposal features. Compare the required level of automation, support, and editorial control.
What happened to Tome - is it still an AI proposal tool?
Tome Slides shut down on April 30, 2025, according to its official sunset notice. It is no longer a current option for creating proposals. Presentation tools should be evaluated separately from proposal platforms, especially when e-signatures, quoting, or buyer analytics are required.
Can AI proposal tools handle quotes and CPQ?
CPQ-lite tools are quoting features inside proposal software - product catalogs, pricing tables and basic discount rules - without the full configure-price-quote stack. Quote and proposal software now competes hard on this tier. GetAccept includes pricing tables and a three-item product library on Professional with unlimited products on Enterprise; PandaDoc ships full CPQ on Enterprise; Proposify’s interactive quoting lets buyers adjust quantities and add-ons. If you configure complex products with discount rules, you’ll outgrow CPQ-lite and need real CPQ - but for standard rate cards, these built-ins are enough.
Are e-signature and payments needed inside proposal software?
Yes, if your deals close on the document itself - removing a tool from the approval chain is worth more than a prettier template. PandaDoc, Qwilr (QwilrPay), Proposify and GetAccept all collect signatures natively, and Better Proposals takes payments via Stripe, GoCardless and PayPal. If your legal team insists on a separate signing stack, at least insist on document-level tracking so you know when the buyer opened page three.
The verdict
PandaDoc is a strong all-round option for integrated document workflows, with proposal-oriented functionality on Business and advanced CPQ on Enterprise. Qwilr suits interactive proposals, Proposify supports content-heavy sales documents, and GetAccept adds digital sales rooms with plan-specific quoting and signature capabilities. Dock supports buyer enablement, while Loopio and Responsive suit response-management teams.
Select against the required workflow and complete cost, including seats, automated documents, sends, payment processing, AI limits, and implementation. A named AI feature or MCP connection alone does not establish autonomous operation.
Sources
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