GTM AI Index
September 2026 Edition · The permanent record of this edition. The unqualified address always carries the latest edition.
Index Revenue operations Proposals › Small business September 2026 Edition

Proposal software for small business buyers

Asked as “proposal software”, and as “sales proposal and quote document tool”, on behalf of a small B2B company. 47 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Clear leader
49% 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.

01The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01PandaDoc49%12%60endorsed leader
02Better Proposals13%6%51accepted challenger
03Proposify9%12%57accepted challenger
04Bonsai4%0%18accepted challenger
05Agiled4%0%13accepted challenger
06Prospero4%7%15accepted challenger
07Qwilr2%8%39accepted challenger
Show the three products at 0%, ordered by negative rate
10Loopio0%55%11criticized challenger
09GetAccept0%20%10accepted challenger
08Proposable0%0%11accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
10
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative60%
Key
01PandaDoc49%
02Better Proposals13%
03Proposify9%
04Bonsai4%
05Agiled4%
06Prospero4%
07Qwilr2%
08Proposable0%
09GetAccept0%
10Loopio0%

02What they warned about

Six of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, DeepSeek V4 Flash, Llama 4 Maverick, Kimi K2, GLM 4.7 FlashX 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
12%
7 of 57 labels negative · 7 of 12 models · 1 hard negative
“criticized for restrictive send limits ... bugs ... Users note it's pricier than alternatives and buggy for non-enterprise use.” Grok 4.1 Fast, negative prompt
PandaDoc
12%
7 of 60 labels negative · 7 of 12 models
“strong, but its pricing page points small businesses toward custom/per-seat or per-document pricing rather than a clearly low fixed entry price” GPT-5.4 mini, budget prompt
Loopio
55%
6 of 11 labels negative · 5 of 12 models · 5 hard negative
“Platforms Requiring Sales Calls Before Pricing... Why avoid: These enterprise-focused platforms typically require sales conversations before showing pricing” Mistral Small, negative prompt
Responsive
71%
5 of 7 labels negative · 5 of 12 models · 4 hard negative
“Responsive in particular is designed for multiple approval stages and role-based workflows. For a five-person team, configuring that overhead eats up more time than it saves.” DeepSeek V4 Flash, negative prompt

03What they cite

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

Sites the answers cite

21 of 72 answers in this category came back with a source list, from 4 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 185 links across 66 sites, every framing counted. Ranked by the number of answers carrying the site or page. The other 8 models searched through a gateway that returned no source list on this edition.

vendor site · Qwilr10 answers · 14 citations · 3 models
vendor site · PandaDoc10 answers · 12 citations · 2 models
vendor site · Proposify9 answers · 11 citations · 3 models
vendor site · GetAccept8 answers · 9 citations · 2 models
6 answers · 6 citations · 2 models
6 answers · 6 citations · 3 models
vendor site · Lindy6 answers · 6 citations · 2 models
vendor site · Agiled5 answers · 7 citations · 1 model
5 answers · 7 citations · 1 model
vendor site · DocHipo4 answers · 5 citations · 2 models
vendor site · Guideflow4 answers · 5 citations · 2 models
vendor site · Albato4 answers · 4 citations · 1 model

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.

04How 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.
ModelDirect“What is the best proposal software for a small B2B company?”Paraphrase“Which sales proposal and quote document tool would you recommend to a small business that sells to other businesses?”Comparative“What are the top proposal tools for a small team and how do they differ?”Budget-constrained“What is the best proposal software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a proposal software. What should we look at?”Negative“Which proposal tools should a small business avoid or be cautious about?”
Claude Haiku 4.5no first choice
Four alternativesBetter Proposals, PandaDoc, Proposify, Qwilr
QuoteWerksChanged
Three alternativesGetAccept, HubSpot CRM, Osmos
Better Proposals
Five alternativesPandaDoc, Proposable, Proposify, Prospero, Qwilr
Cone, PandaDoc
Two alternativesBetter Proposals, Nusii
no first choiceagainst: Better Proposals, DealHub, Proposify
GPT-5.4 miniPandaDoc
Two alternativesHubSpot Quotes / Revenue Hub CPQ, Proposify
PandaDocHeld
Two alternativesProposify, Qwilr
Proposify
Three alternativesBetter Proposals, PandaDoc, Qwilr
Proposify
Two alternativesProposal Kit, Qwilr
against: PandaDoc
no first choicenothing named
Gemini 3.5 FlashPandaDoc
Three alternativesBetter Proposals, Proposify, Qwilr
PandaDocHeld
Four alternativesBetter Proposals, Proposify, QuoteWerks, Qwilr
PandaDoc
Four alternativesBetter Proposals, Proposify, Prospero, Qwilr
Prospero
Three alternativesBetter Proposals, PandaDoc, Proposable
PandaDoc
Six alternativesAutogenAI, Better Proposals, GetAccept, Loopio, Qwilr, SiftHub
against: Adobe InDesign, Canva, Conga, DealHub, Loopio, PandaDoc, Proposify, Qvidian, RFP360, Responsive, Salesforce CPQ, Standard Microsoft Word
Perplexity SonarPandaDoc
Three alternativesAgiled, Better Proposals, Proposify
PandaDocHeld
Three alternativesBetter Proposals, Proposify, Qwilr
PandaDoc
Five alternativesAgiled, Better Proposals, Bonsai, Proposify, Qwilr
Better Proposals
Two alternativesAgiled, Prospero
no first choicenothing named
Grok 4.1 FastPandaDoc
Three alternativesBetter Proposals, Proposable, Proposify
PandaDocHeld
One alternativeProposify
Better Proposals, PandaDoc
Four alternativesBonsai, Proposable, Proposify, Qwilr
against: Loopio, Responsive
Better Proposals
Three alternativesJotform, Oneflow, PandaDoc
no first choiceagainst: Bidsketch, Loopio, Nusii, PandaDoc, Proposify, Qvidian, Qwilr
Mistral SmallPandaDoc
Three alternativesBetter Proposals, Proposify, Qwilr
PandaDocHeld
Two alternativesProposify, Quotient
Better Proposals
Four alternativesIgnition, PandaDoc, Proposify, Qwilr
Bonsai, Jotform, PandaDoc
Two alternativesBetter Proposals, Proposify
no first choiceagainst: BasicDocs, GetAccept, Google Workspace, Loopio, PandaDoc, PowerPoint, Proposify, QuoteWerks, Qvidian, RFP360, Responsive
DeepSeek V4 FlashBetter Proposals
Two alternativesPandaDoc, Qwilr
PandaDocChanged
Three alternativesBetter Proposals, Proposify, Qwilr
PandaDoc
Seven alternativesAgiled, Better Proposals, Bonsai, HoneyBook, Proposify, Prospero, Qwilr
PandaDoc
Four alternativesAgiled, Bonsai, Jotform, Prospero
against: Better Proposals, Nusii, Proposify, Qwilr
PandaDoc, Proposify, Qwilr
Three alternativesLoopio, QorusDocs, Responsive
against: Conga, DealHub, Oneflow
against: ChatGPT, Loopio, QorusDocs, Qvidian, Responsive
Llama 4 MaverickAgiled, Better Proposals, PandaDoc, ProposifyProposifyChanged
Four alternativesBidsketch, GetAccept, PandaDoc, QuoteCloud
Proposify
Four alternativesAgiled, Better Proposals, PandaDoc, Storydoc
Prospero
Four alternativesBetter Proposals, PandaDoc, Plutio, Proposify
no first choicenothing named
Qwen 3.7 FlashPandaDoc
Three alternativesBetter Proposals, Proposify, Qwilr
PandaDocHeld
Two alternativesProposify, Quotient
PandaDoc
Five alternativesAgiled, Better Proposals, Bonsai, Proposify, Qwilr
Proposaly.ai
Two alternativesGoogle Docs + Free Templates, Jotform
no first choiceagainst: Better Proposals, GetAccept, Nusii, PandaDoc, Proposify, Prospero
Kimi K2Better Proposals
Four alternativesPandaDoc, Proposally.ai, Proposify, Qwilr
PandaDocChanged
Three alternativesBetter Proposals, Dubsado, HoneyBook
PandaDoc
Five alternativesBetter Proposals, Bonsai, Proposify, Prospero, Qwilr
Bonsai
Four alternativesAgencyPitch, Better Proposals, Canva, Prospero
no first choiceagainst: Conga Composer/Conga CPQ, DealHub, Loopio, PandaDoc, Proposify, Qwilr, Responsive
GLM 4.7 FlashXAgiled
Six alternativesBetter Proposals, GetAccept, HoneyBook, PandaDoc, Proposify, Qwilr
PandaDocChanged
Three alternativesHubSpot Commerce Hub, Proposify, Qwilr
PandaDoc
Four alternativesAgiled, Better Proposals, Proposify, Qwilr
Oneflow, Proposally.ai
Four alternativesBetter Proposals, Bonsai, PandaDoc, Proposable
no first choiceagainst: Microsoft Word, Salesforce-Based Proposal Tools
MiniMax M2.5Better Proposals, PandaDoc
One alternativeProposify
PandaDocChanged
Two alternativesBetter Proposals, Proposify
PandaDoc
Two alternativesProposify, Qwilr
Proposally.ai
One alternativeProposable
against: PandaDoc
no first choice
Four alternativesAgiled, DealHub, PandaDoc, Proposify
against: Salesforce
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The 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-4-5-202510012026-09-15 02:48yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-15 03:39yes34 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-15 00:47yes1520 s
Direct recommendationPerplexity Sonarsonar2026-09-15 01:53yes205 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-15 01:16yes07 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-15 01:33yes06 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-14 23:52yes021 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-14 23:37yes01 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-14 23:08yes038 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-14 23:46yes025 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-15 03:38yes037 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-15 01:39yes08 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-14 23:41yes97 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-15 00:38yes46 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-15 04:21yes917 s
ParaphrasePerplexity Sonarsonar2026-09-15 02:20yes205 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-15 02:29yes08 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-15 02:40yes06 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-15 02:26yes024 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-15 04:08yes02 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-15 03:51yes047 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-15 05:07yes044 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-15 04:02yes072 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-15 00:19yes010 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-15 01:38yes149 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-15 03:15yes66 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-14 23:47yes1526 s
ComparativePerplexity Sonarsonar2026-09-15 01:54yes208 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-14 23:20yes09 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-14 23:22yes06 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-15 03:13yes037 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-14 23:27yes03 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-15 03:30yes035 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-15 00:50yes026 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-14 23:32yes0106 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-15 01:44yes016 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-15 02:44yes77 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-15 02:26yes44 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-14 23:02yes1519 s
Budget constrainedPerplexity Sonarsonar2026-09-15 04:29yes205 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-15 03:37yes07 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-14 23:05yes010 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-15 03:53yes016 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-14 22:54yes02 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-15 03:30yes023 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-14 23:06yes024 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-14 23:20yes049 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-15 03:31yes08 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-15 00:16no05 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-15 00:42no05 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-15 00:38yes1222 s
Scale constrainedPerplexity Sonarsonar2026-09-15 01:53yes189 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-15 01:18yes07 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-15 04:08no05 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-15 03:47yes021 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-15 04:00yes04 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-15 02:24yes035 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-15 01:07no084 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-15 05:02yes0105 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-15 01:46yes013 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-15 01:57yes129 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-15 04:07no03 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-14 22:54yes2225 s
Negative framingPerplexity Sonarsonar2026-09-14 23:17yes198 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-15 01:13yes09 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-15 03:39yes09 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-15 02:41yes023 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-15 02:43yes02 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-15 00:50yes039 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-14 23:50yes046 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-15 03:33yes020 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-15 02:58yes037 s

Normalization in this category

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

Category-scoped readings
HubSpot read as HubSpot Commerce Hub
Unresolved, counted raw
Adobe InDesign
BasicDocs
Conga Composer/Conga CPQ
Google Docs + Free Templates
HubSpot Quotes / Revenue Hub CPQ
Osmos
Proposal Kit
Proposaly.ai
Proprosable
Quillbot AI
QuoteCloud
Salesforce
Salesforce-Based Proposal Tools
SignWell
Standard Microsoft Word
Discontinued, still offered
No shut-down product was recommended here.
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