AI Indexes
GTM AI Index
September 2026 Edition, published September 15, 2026 · The permanent record of that edition, superseded since. The current standing is on the category page →
Index › Revenue operations › September 2026 Edition

Proposal software

Asked as “proposal software”, and as “sales proposal and quote document tool”, on behalf of a mid-market B2B company. 49 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
65%
Clear leader
65PandaDoc10Better Proposals08DealHub16others

65% of first choices, clear leader.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01PandaDoc65%11%72endorsed leader
02Better Proposals10%14%35accepted challenger
03DealHub8%0%15accepted challenger
04Prospero6%0%14accepted challenger
Show the five products at 0%, ordered by negative rate
06Proposify0%15%59accepted challenger
09Loopio0%14%21accepted challenger
08GetAccept0%7%14accepted challenger
05Qwilr0%6%47accepted challenger
07Responsive0%5%19accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
All twenty-eight head-to-head pages: the top eight products, each against each

One product takes 65% of first choices here, so the chart would put eight markers in one corner and one at the far edge. The two measurements it plots are columns in the standing above: share, and the negative label rate. Zero products carry a negative rate above 25% in this category.

What they warned about

Eight of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, Mistral Small, Qwen 3.7 Flash and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Proposify
15%
9 of 59 labels negative · 9 of 12 models · 2 hard negative
“**Avoid Proposify** if you need contract management or have high proposal volume” Kimi K2, negative prompt
PandaDoc
11%
8 of 72 labels negative · 8 of 12 models · 1 hard negative
“**Avoid PandaDoc** if mobile experience or complex editing is critical” Kimi K2, negative prompt
Bidsketch
83%
5 of 6 labels negative · 5 of 12 models · 4 hard negative
“Often called out for not keeping up with modern design expectations, lacking polish in templates and UI.” Grok 4.20, negative prompt
Better Proposals
14%
5 of 35 labels negative · 5 of 12 models · 2 hard negative
“**Why to avoid:** Users frequently complain that the software is "terrible" and "complicated."” GLM 4.7 FlashX, negative prompt

What they cite

Citations exist only for the models that return a source list: fourteen of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

75 of 84 answers in this category came back with a source list, from 14 of 12 models: citations where the model returns them, or the search results it consulted. 942 links across 180 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · PandaDoc40 answers · 64 citations · 13 models
vendor site · Qwilr39 answers · 55 citations · 12 models
33 answers · 86 citations · 12 models
vendor site · Guideflow33 answers · 34 citations · 11 models
vendor site · GetAccept30 answers · 34 citations · 13 models
vendor site · Responsive28 answers · 36 citations · 12 models
vendor site · Proposify26 answers · 39 citations · 11 models
vendor site · Zapier19 answers · 19 citations · 9 models
vendor site · Monday.com18 answers · 19 citations · 8 models
vendor site · Albato18 answers · 18 citations · 11 models
vendor site · SiftHub15 answers · 16 citations · 8 models
vendor site · SourceForge14 answers · 15 citations · 8 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

Search against answers

Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best proposal software”, “proposal software”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
Company and productsShareOwn site citedName searches, GoogleAI search demand, est.Organic visitsPaid search a month, est.Google ads, last 30 daysBest Google position
PandaDoc pandadoc.com65%52760,500510425,196$42,5161191
Better Proposals betterproposals.io10%1321,3006524,25154
DealHub dealhub.io8%1751,90083319,299$37262
Prospero goprospero.com6%302,4001,1789082
Agiled agiled.app4%1749,50030,6836,691
Bonsai2%74,00027,918
Proposable2%21059,009
Jotform jotform.com2%59246,0001,3081,677,836$1,619100
Qwilr qwilr.com0%1674,4002310,83727
Proposify proposify.com0%2743,6002838,103272

Google's top ten for the two searches hold 15 sites; 5 of them are among the sites the models cited here (getaccept.com, pandadoc.com, proposify.com, sifthub.io, zapier.com). The first result for “best proposal software” is grantbite.com.

How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHide
ModelDirect“What is the best proposal software for a mid-market B2B company?”Paraphrase“Which sales proposal and quote document tool would you recommend to a mid-sized B2B company?”Comparative“What are the top proposal tools and how do they differ?”Budget-constrained“What is the best proposal software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a proposal software. What should we look at?”Negative“Which proposal tools should I avoid or be cautious about?”
Claude Haiku 4.5PandaDoc
Three alternativesLoopio, Proposify, Qwilr
DealHubChanged
Three alternativesPandaDoc, Proposify, QuoteWerks
no first choice
Five alternativesBetter Proposals, PandaDoc, Proposify, Qwilr, Responsive
Better Proposals, Prospero
Two alternativesDocHipo, PandaDoc
no first choicenothing named
GPT-5.4 miniPandaDoc
Two alternativesProposify, Qwilr
PandaDocHeld
Three alternativesDealHub, QuoteWerks, Qwilr
PandaDoc
Two alternativesProposify, Qwilr
against: Better Proposals
Better Proposals
One alternativeProposify
against: PandaDoc
no first choicenothing named
Gemini 3.5 FlashPandaDoc
Five alternativesDealHub, Loopio, Proposify, Qwilr, Responsive
PandaDocHeld
Three alternativesGetAccept, Proposify, Qwilr
PandaDoc
Eight alternativesAutoRFP, Better Proposals, GetAccept, Inventive AI, Loopio, Proposify, Qwilr, Responsive
Prospero
Four alternativesBetter Proposals, FreshProposals, PandaDoc, Proposable
no first choiceagainst: Better Proposals, Loopio, PandaDoc, Proposify, Qwilr, Responsive
Perplexity SonarPandaDoc
Four alternativesGetAccept, Proposify, Qwilr, Responsive
PandaDocHeld
Four alternativesDealHub, Proposable, Proposify, Qwilr
PandaDoc, Qwilr
Four alternativesBetter Proposals, GetAccept, Ignition, Proposify
Proposable
Two alternativesAgiled, Better Proposals
no first choicenothing named
Grok 4.20PandaDoc
Four alternativesDealHub, GetAccept, Proposify, Qwilr
PandaDocHeld
Three alternativesDealHub, Proposify, Qwilr
PandaDoc
Four alternativesBetter Proposals, GetAccept, Proposify, Qwilr
Jotform, PandaDoc
Four alternativesAgiled, Better Proposals, Bonsai, Prospero
PandaDoc
Two alternativesProposify, Responsive
against: Bidsketch, Loopio, PandaDoc, Proposify, Upland Qvidian
Mistral SmallPandaDoc
Two alternativesProposable, Proposify
DealHub, PandaDocChanged
Two alternativesGuideflow, QuoteWerks
PandaDoc
Six alternativesBetter Proposals, GetAccept, Nusii, Proposify, Prospero, Qwilr
Better Proposals, PandaDocno first choiceagainst: Better Proposals, Bidsketch, PandaDoc, Proposify
DeepSeek V4 FlashPandaDoc
Three alternativesLoopio, Proposify, Qwilr
PandaDocHeld
Three alternativesDealHub, Proposify, Qwilr
PandaDoc
Six alternativesBetter Proposals, Bonsai, Loopio, Proposify, Qwilr, Responsive
against: Upland Qvidian
Bonsai
Three alternativesAgiled, PandaDoc, Prospero
no first choiceagainst: Better Proposals, Proposify
Llama 4 MaverickPandaDoc
Three alternativesProposify, Qwilr, Responsive
PandaDocHeld
Two alternativesDocSales, Proposify
no first choicePandaDoc
Two alternativesBetter Proposals, Prospero
no first choiceagainst: Bidsketch, PandaDoc, Proposify
Qwen 3.7 FlashDealHub, PandaDoc
Two alternativesGetAccept, Proposify
PandaDocChanged
Two alternativesDealHub, Proposify
PandaDoc
Five alternativesBonsai, Loopio, Proposify, Qwilr, Responsive
PandaDoc
Three alternativesBetter Proposals, Bonsai, Jotform Proposals
no first choiceagainst: Adobe Express, Canva, DocuShare, Dropbox Sign, HelloSign, Microsoft Word, Oracle NetSuite, PandaDoc, SAP CPQ, Salesforce CPQ
Kimi K2PandaDoc
Two alternativesLoopio, Qwilr
PandaDocHeld
Three alternativesProposify, QuoteWerks, Qwilr
PandaDoc
Five alternativesBetter Proposals, Nusii, Proposify, Prospero, Qwilr
Agiled
Three alternativesBetter Proposals, Bonsai, Prospero
no first choice
Four alternativesLoopio, PandaDoc, Proposify, QorusDocs
against: Loopio, PandaDoc, Proposify, Qwilr
GLM 4.7 FlashXPandaDoc
Four alternativesGetAccept, Loopio, Proposify, Qwilr
PandaDocHeld
Three alternativesBetter Proposals, Proposify, Qwilr
PandaDoc
Six alternativesBetter Proposals, Loopio, Nusii, Proposify, Qwilr, Responsive
PandaDoc
Four alternativesAgiled, Better Proposals, Jotform, Prospero
no first choiceagainst: Better Proposals, ConnectWise CPQ, Fynk, GetAccept, Proposify
MiniMax M2.5PandaDoc
Five alternativesDealHub, GetAccept, Proposify, Qwilr, Storydoc
DealHubChanged
Two alternativesPandaDoc, Proposify
PandaDoc
Two alternativesProposify, Qwilr
against: Bidsketch
Agiled
Four alternativesBetter Proposals, PandaDoc, Prospero, Taskade Genesis
no first choicenothing named
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 11:32yes97 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 12:03yes46 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-10-01 11:13yes2130 s
Direct recommendationPerplexity Sonarsonar2026-10-01 08:44yes202 s
Direct recommendationGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 12:13yes218 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-10-01 10:58yes53 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 08:14yes2332 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 08:00yes51 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 09:45yes524 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:37yes1012 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 11:10yes1320 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 11:37yes1132 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 13:40yes109 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 08:20yes25 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-10-01 13:50yes1120 s
ParaphrasePerplexity Sonarsonar2026-10-01 10:05yes204 s
ParaphraseGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 09:09yes226 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-10-01 10:10yes54 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 09:57yes2023 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 11:59yes51 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 13:05yes1043 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-10-01 09:30yes1427 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 10:50yes1452 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 10:05yes917 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:06yes98 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 14:12yes36 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-10-01 14:06yes1221 s
ComparativePerplexity Sonarsonar2026-10-01 13:00yes174 s
ComparativeGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 14:12yes2210 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-10-01 07:37yes87 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 13:14yes2451 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 08:07yes51 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 11:33yes519 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:54yes1826 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 13:36yes2587 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 13:43yes718 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:13yes97 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 13:42yes45 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 13:26yes1919 s
Budget constrainedPerplexity Sonarsonar2026-10-01 11:20yes173 s
Budget constrainedGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 13:19yes228 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 12:21yes52 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 10:38yes2319 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 11:57yes51 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 12:12yes821 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:19yes1522 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 08:04yes1042 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 13:03yes1319 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 08:00no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 14:03no06 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 13:51no014 s
Scale constrainedPerplexity Sonarsonar2026-10-01 12:17yes186 s
Scale constrainedGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 08:51yes1514 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 14:02no08 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 11:35yes1847 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 11:19yes51 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 11:36no034 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 11:43yes1017 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 13:45yes1523 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 10:30no010 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 13:59no02 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 11:59no04 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-10-01 08:08yes1628 s
Negative framingPerplexity Sonarsonar2026-10-01 13:14yes183 s
Negative framingGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 13:20yes237 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-10-01 07:25yes53 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 08:38yes2428 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:44yes102 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 11:09no028 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-10-01 13:01yes2422 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 10:35yes24120 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 12:54yes2034 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

ShowHide
Category-scoped readings
Conga read as Conga Composer
SAP read as SAP CPQ
Unresolved, counted raw
BasicDocs
DocSales
DocuShare
FreshProposals
Fynk
Google Docs/Microsoft Word
Jotform Proposals
Qume (formerly ProposalFlow)
Revver (formerly eFileCabinet)
Venngage AI Proposal Generator
Xodo Sign
Discontinued, still offered
No shut-down product was recommended here.
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