4 AI models · 15 ranked · updated aug 10, 2026

Best Proposal & Quoting Software, according to AI (2026).

PandaDoc is the answer at the latest close: the consensus #1 at a score of 50 across all 4 models.

This guide is built from the recorded answers of ChatGPT, Claude, Gemini, Perplexity to the real questions buyers ask about proposal & quoting software. We logged 500 of them this period, covering 15 tools. We report what the models said, in the order they said it. Nobody paid to be here, and we don't add opinions of our own.

Prefer the raw board? See the full model-by-model ranking. Every rank, every score, every close.

#1
PandaDoc
No change from the last closeconsensus 50
PandaDoc holds the consensus #1 at a score of 50, with Gemini and Perplexity placing it first outright.
For a real buyer, I’d start with PandaDoc unless you have a clear reason not to: it is the most balanced combination of proposal creation, pricing, approvals, e-signature, payments, CRM integrations, and buyer tracking—and it currently leads G2’s proposal category on likelihood to recommend.
ChatGPT, this close
PandaDoc – The broadest all-in-one platform (proposals, quotes, contracts, e-signatures, payments) with the most reviews on G2 and the widest CRM/integration ecosystem, making it the safest default pick for most sales teams.
Claude, this close
Gemini#1PPLX#1compare head-to-head
#2
Proposify
New entry at the last closeconsensus 43
Proposify ranks #2 on consensus with a score of 43, scoring best on ChatGPT (#1).
It entered the ranking at the latest close. A new name in the models' answers.
Proposify — Best dedicated proposal platform for sales-led teams because its strong editor, controlled templates, approvals, interactive pricing, analytics, and signing workflow make it especially good at standardizing how reps take opportunities to close.
ChatGPT, this close
Proposify – Best-in-class approval workflows, content libraries, and pipeline analytics, ideal for teams that want tight control and visibility over the proposal-to-close process.
Claude, this close
Gemini#2PPLX#2compare head-to-head
#3
GetAccept
New entry at the last closeconsensus 33
GetAccept ranks #3 on consensus with a score of 33, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #4 on Gemini, a spread of 3.
It entered the ranking at the latest close. A new name in the models' answers.
GetAccept — Best for teams that want the proposal inside a broader digital sales room because it combines proposals, e-signature, buyer engagement analytics, content sharing, and CRM-linked deal workflows.
ChatGPT, this close
GetAccept – Wraps proposals in a full "digital sales room" experience with embedded video, live chat, and engagement tracking, best for relationship-driven B2B sales where personalization closes deals.
Claude, this close
Gemini#4PPLX#3compare head-to-head
#4
Qwilr
New entry at the last closeconsensus 33
Qwilr ranks #4 on consensus with a score of 33, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #4 on Perplexity, a spread of 3.
It entered the ranking at the latest close. A new name in the models' answers.
Qwilr — Best for a polished, interactive buyer experience because it turns a proposal into a visually compelling web experience with engagement tracking rather than another static PDF.
ChatGPT, this close
Qwilr – Creates the most visually stunning, interactive web-based proposals (vs. static PDFs), making it the top choice for design-forward agencies and SaaS companies where the proposal itself needs to impress.
Claude, this close
Gemini#3PPLX#4compare head-to-head
#5
Better Proposals
New entry at the last closeconsensus 24
Better Proposals ranks #5 on consensus with a score of 24, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #6 on Gemini, a spread of 5.
It entered the ranking at the latest close. A new name in the models' answers.
Better Proposals — Best value for small businesses, agencies, and freelancers because it is purpose-built to create attractive, fast-to-send proposals without the heavier administration and implementation of an enterprise sales platform.
ChatGPT, this close
Better Proposals – A simple, elegant editor with built-in e-signatures, a strong low-cost fit for freelancers and small agencies that don't need heavy workflow complexity.
Claude, this close
Gemini#6PPLX#5compare head-to-head
#6
DocSend
New entry at the last closeconsensus 13
DocSend ranks #6 on consensus with a score of 13, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Perplexity, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
It is the most contested name in this category. It carries the widest cross-model disagreement on the board.
DocSend: While technically a document tracking tool, it is essential for high-stakes deals because it provides granular analytics on which pages decision-makers spend the most time viewing.
Gemini, this close
Gemini#5compare head-to-head
#7
Storydoc
New entry at the last closeconsensus 11
Storydoc ranks #7 on consensus with a score of 11, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Gemini, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
Storydoc — A strong modern alternative for interactive, high-engagement proposals, and one roundup ranks it first among proposal automation tools for closing more deals.
Perplexity, this close
PPLX#6compare head-to-head
#8
Salesforce CPQ
New entry at the last closeconsensus 10
Salesforce CPQ ranks #8 on consensus with a score of 10, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Gemini, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
Salesforce CPQ — The best fit for complex or enterprise sales environments already built around Salesforce, but it is more specialized than the simpler proposal-first tools.
Perplexity, this close
PPLX#7compare head-to-head
#9
Seismic
New entry at the last closeconsensus 10
Seismic ranks #9 on consensus with a score of 10, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Perplexity, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
Seismic: The premier choice for large enterprises, combining proposal generation with a powerful sales enablement platform to ensure reps always use the most up-to-date content.
Gemini, this close
Gemini#7compare head-to-head
#10
Bonsai
New entry at the last closeconsensus 8
Bonsai ranks #10 on consensus with a score of 8, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Gemini, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
Bonsai — Useful for freelancers and small teams that need an all-in-one business tool with proposals, though it is less sales-deal-focused than the top options.
Perplexity, this close
PPLX#8compare head-to-head
#11
Highspot
New entry at the last closeconsensus 8
Highspot ranks #11 on consensus with a score of 8, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Perplexity, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
Highspot: Similar to Seismic, Highspot is excellent for larger teams that want to tightly integrate proposal creation with ongoing sales training and AI-driven content recommendations.
Gemini, this close
Gemini#8compare head-to-head
#12
BidSketch
New entry at the last closeconsensus 7
BidSketch ranks #12 on consensus with a score of 7, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Gemini, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
BidSketch — A simpler, lightweight choice for teams that want efficient proposal creation without heavy enterprise complexity.
Perplexity, this close
PPLX#9compare head-to-head
#13
Conga CPQ
New entry at the last closeconsensus 7
Conga CPQ ranks #13 on consensus with a score of 7, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Perplexity, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
Conga Composer / Conga CPQ — Best for Salesforce-centric organizations with established document-generation and CPQ requirements because it can fit deeply into a mature Salesforce process, though it is usually heavier to deploy and operate than the leaders above.
ChatGPT, this close
Conga CPQ: The best option for businesses with complex pricing models, seamlessly integrating with Salesforce to handle intricate quoting and contract generation.
Gemini, this close
Gemini#9compare head-to-head
#14
Loopio
New entry at the last closeconsensus 6
Loopio ranks #14 on consensus with a score of 6, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Perplexity, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
SiftHub / Loopio – Purpose-built for RFP-heavy, procurement-driven sales cycles with AI-assisted content pulling from past wins; recommend only if your "proposals" are really formal RFP responses rather than standard sales quotes.
Claude, this close
Loopio: Highly recommended for teams that close deals through complex RFPs, as its AI-driven library drastically reduces the time spent answering repetitive security and technical questionnaires.
Gemini, this close
Gemini#10compare head-to-head
#15
Zapier
New entry at the last closeconsensus 6
Zapier ranks #15 on consensus with a score of 6, scoring best on ChatGPT (#1).
The models disagree about it more than most: #1 on ChatGPT but #11 on Gemini, a spread of 10.
It entered the ranking at the latest close. A new name in the models' answers.
Zapier-recommended tools in general — Zapier’s roundup is useful because it emphasizes integrations and workflow automation, but as a buyer I would treat it more as a shortlist source than a single best pick.
Perplexity, this close
PPLX#10compare head-to-head

Questions people ask.

What is the best proposal & quoting software according to AI?

PandaDoc holds the consensus #1 at the latest close with a score of 50 out of 100, ahead of Proposify. The models don't fully agree: 1 different brand is crowned #1 across the four models.

Which proposal & quoting software does ChatGPT recommend first?

ChatGPT's current #1 for proposal & quoting software is shown in the model column of the full ranking.

Which proposal & quoting software does Claude recommend first?

Claude's current #1 for proposal & quoting software is shown in the model column of the full ranking.

How are these rankings measured?

We ask each model the same buying questions on every run (500 queries this period), record the full answers, and score each named brand 0-100 by how early and how consistently it appears. Every question runs through the official model APIs, with web search on, not through the consumer chat apps, so nothing is personalized to a user. Each model is scored independently; the consensus blends all 4.

Do the AI models agree with each other?

At the top, yes. Every model crowns the same #1 at the latest close. Further down the board they diverge, which is why each brand carries a spread figure: the gap between its best and worst model rank.

This is the guide. The record has more.

The full ranking shows every model’s column side by side, 12 weeks of movement, and the methodology behind every number.

See the full ranking

The ranked list