What AI assistants actually recommend when buyers ask about proposal and quoting software — measured weekly across 5 engines, published as open data.
Updated 2026-08-04 · 84 sampled answers · rolling 4-week window · methodology
Rankings are measured from sampled AI answers — never editorial, never paid. Orbator builds AI-visibility tooling; when Orbator itself appears in any category, it is measured by the same rules as everyone else.
Sample: 84 AI answers · Window: Jul 7, 2026 – Aug 4, 2026 (4-week rolling) · trend vs prior 4 weeks (42 answers)
Across 84 sampled AI answers from 5 engines, PandaDoc is recommended most often — appearing in 89.3% of recommendations, followed by Proposify (84.5%) and Qwilr (71.4%).
This is a measurement of share of voice across 5 AI engines — not an editorial pick. See the full ranking below.
| # | Product | Share | Trend | Engines | |
|---|---|---|---|---|---|
| 1 | PandaDoc pandadoc.com Best for: AI recommends PandaDoc most when buyers ask “best proposal software for B2B service businesses” (100% of those answers) | 89.3% 95% CI 80.9–94.3% 75 mentions · avg pos 3.9 first pick 36% | — | GROK 100%GEMINI 78.6%CHATGPT 100%CLAUDE 85.7%PERPLEXITY 96.4% | Claim |
| 2 | Proposify proposify.com Best for: AI recommends Proposify most when buyers ask “best proposal software for B2B service businesses” (100% of those answers) | 84.5% 95% CI 75.3–90.7% 71 mentions · avg pos 5 first pick 18.3% | — | GROK 100%GEMINI 82.1%CHATGPT 100%CLAUDE 78.6%PERPLEXITY 82.1% | Claim |
| 3 | Qwilr qwilr.com Best for: AI recommends Qwilr most when buyers ask “best tools for creating and sending sales proposals with e-signature” (100% of those answers) | 71.4% 95% CI 61–80% 60 mentions · avg pos 6.5 first pick 5% | — | GROK 85.7%GEMINI 82.1%CHATGPT 71.4%CLAUDE 92.9%PERPLEXITY 46.4% | Claim |
| 4 | Better Proposals betterproposals.io | 70.2% 95% CI 59.8–79% 59 mentions · avg pos 7.9 first pick 1.7% | — | GROK 71.4%GEMINI 82.1%CHATGPT 85.7%CLAUDE 78.6%PERPLEXITY 50% | Claim |
| 5 | Salesforce Best for: AI recommends Salesforce most when buyers ask “simpler alternatives to large CPQ and proposal management platforms” (85.7% of those answers) | 39.3% 95% CI 29.5–50% 33 mentions · avg pos 6.9 first pick 15.2% | — | GROK 71.4%GEMINI 53.6%CHATGPT 28.6%CLAUDE 35.7%PERPLEXITY 21.4% | Claim |
| 6 | DocuSign docusign.com Best for: AI recommends DocuSign most when buyers ask “best tools for creating and sending sales proposals with e-signature” (100% of those answers) | 38.1% 95% CI 28.4–48.8% 32 mentions · avg pos 11.9 first pick 3.1% | — | GROK 57.1%GEMINI 35.7%CHATGPT 71.4%CLAUDE 42.9%PERPLEXITY 25% | Claim |
| 7 | GetAccept getaccept.com Best for: AI recommends GetAccept most when buyers ask “best tools for creating and sending sales proposals with e-signature” (78.6% of those answers) | 35.7% 95% CI 26.3–46.4% 30 mentions · avg pos 6.3 first pick 0% | — | GROK 57.1%GEMINI 35.7%CHATGPT 14.3%CLAUDE 35.7%PERPLEXITY 35.7% | Claim |
| 8 | HubSpot CRM hubspot.com Best for: AI recommends HubSpot CRM most when buyers ask “how do I automate proposal creation for my agency” (85.7% of those answers) | 28.6% 95% CI 20–39% 24 mentions · avg pos 17 first pick 0% | — | GROK 57.1%GEMINI 35.7%CHATGPT 28.6%CLAUDE 7.1%PERPLEXITY 25% | Claim |
| 9 | Responsive Best for: AI recommends Responsive most when buyers ask “best proposal software for B2B service businesses” (57.1% of those answers) | 22.6% 95% CI 15–32.6% 19 mentions · avg pos 6.9 first pick 0% | — | GROK 28.6%GEMINI 32.1%CHATGPT 28.6%CLAUDE 28.6%PERPLEXITY 7.1% | Claim |
| 10 | Adobe Sign adobe.com Best for: AI recommends Adobe Sign most when buyers ask “best tools for creating and sending sales proposals with e-signature” (57.1% of those answers) | 17.9% 95% CI 11.1–27.4% 15 mentions · avg pos 11.2 first pick 0% | — | GROK 28.6%GEMINI 32.1%CHATGPT 14.3%CLAUDE 7.1%PERPLEXITY 7.1% | Claim |
| 11 | Dropbox Sign dropbox.com Best for: AI recommends Dropbox Sign most when buyers ask “best tools for creating and sending sales proposals with e-signature” (50% of those answers) | 17.9% 95% CI 11.1–27.4% 15 mentions · avg pos 11.7 first pick 0% | — | GROK 28.6%GEMINI 28.6%CHATGPT 42.9%CLAUDE 7.1%PERPLEXITY 3.6% | Claim |
| 12 | Pipedrive pipedrive.com Best for: AI recommends Pipedrive most when buyers ask “best tools for creating and sending sales proposals with e-signature” (35.7% of those answers) | 15.5% 95% CI 9.3–24.7% 13 mentions · avg pos 6.8 first pick 30.8% | — | GROK 28.6%GEMINI 25%CHATGPT 42.9%CLAUDE 7.1% | Claim |
| 13 | Zoho zoho.com Best for: AI recommends Zoho most when buyers ask “best tools for creating and sending sales proposals with e-signature” (42.9% of those answers) | 15.5% 95% CI 9.3–24.7% 13 mentions · avg pos 7.4 first pick 15.4% | — | GROK 14.3%GEMINI 21.4%CHATGPT 42.9%CLAUDE 7.1%PERPLEXITY 7.1% | Claim |
| 14 | QuoteWerks quotewerks.com Best for: AI recommends QuoteWerks most when buyers ask “simpler alternatives to large CPQ and proposal management platforms” (100% of those answers) | 15.5% 95% CI 9.3–24.7% 13 mentions · avg pos 8.1 first pick 15.4% | — | GROK 28.6%GEMINI 17.9%CHATGPT 14.3%CLAUDE 7.1%PERPLEXITY 14.3% | Claim |
| 15 | HelloSign hellosign.com Best for: AI recommends HelloSign most when buyers ask “best tools for creating and sending sales proposals with e-signature” (50% of those answers) | 15.5% 95% CI 9.3–24.7% 13 mentions · avg pos 11.9 first pick 0% | — | GROK 28.6%GEMINI 28.6%CHATGPT 28.6%PERPLEXITY 3.6% | Claim |
| 16 | Nusii | 14.3% 95% CI 8.4–23.3% 12 mentions · avg pos 6.6 first pick 0% | — | GROK 14.3%GEMINI 25%CLAUDE 7.1%PERPLEXITY 10.7% | Claim |
| 17 | SiftHub sifthub.io | 14.3% 95% CI 8.4–23.3% 12 mentions · avg pos 9.3 first pick 0% | — | GROK 14.3%GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 17.9% | Claim |
| 18 | Ignition ignitionapp.com Best for: AI recommends Ignition most when buyers ask “best proposal software for B2B service businesses” (42.9% of those answers) | 13.1% 95% CI 7.5–21.9% 11 mentions · avg pos 6.4 first pick 0% | — | GEMINI 25%CLAUDE 14.3%PERPLEXITY 7.1% | Claim |
| 19 | HoneyBook honeybook.com | 13.1% 95% CI 7.5–21.9% 11 mentions · avg pos 8.1 first pick 0% | — | GROK 14.3%GEMINI 17.9%CHATGPT 14.3%CLAUDE 21.4%PERPLEXITY 3.6% | Claim |
| 20 | Oneflow oneflow.com Best for: AI recommends Oneflow most when buyers ask “best proposal software for B2B service businesses” (50% of those answers) | 11.9% 95% CI 6.6–20.5% 10 mentions · avg pos 7.3 first pick 0% | — | GROK 14.3%GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 10.7% | Claim |
| 21 | DealHub Best for: AI recommends DealHub most when buyers ask “simpler alternatives to large CPQ and proposal management platforms” (57.1% of those answers) | 11.9% 95% CI 6.6–20.5% 10 mentions · avg pos 8.3 first pick 0% | — | GEMINI 10.7%CLAUDE 21.4%PERPLEXITY 14.3% | Claim |
| 22 | Word | 11.9% 95% CI 6.6–20.5% 10 mentions · avg pos 12.8 first pick 0% | — | GROK 28.6%GEMINI 10.7%CHATGPT 28.6%CLAUDE 21.4% | Claim |
| 23 | Make make.com Best for: AI recommends Make most when buyers ask “how do I automate proposal creation for my agency” (35.7% of those answers) | 11.9% 95% CI 6.6–20.5% 10 mentions · avg pos 14.6 first pick 0% | — | GROK 14.3%GEMINI 10.7%CHATGPT 28.6%CLAUDE 7.1%PERPLEXITY 10.7% | Claim |
| 24 | Loopio Best for: AI recommends Loopio most when buyers ask “best proposal software for B2B service businesses” (35.7% of those answers) | 10.7% 95% CI 5.7–19.1% 9 mentions · avg pos 13.1 first pick 0% | — | GROK 28.6%GEMINI 17.9%CLAUDE 14.3% | Claim |
| 25 | Flowcase flowcase.com Best for: AI recommends Flowcase most when buyers ask “how do I automate proposal creation for my agency” (35.7% of those answers) | 9.5% 95% CI 4.9–17.7% 8 mentions · avg pos 7 first pick 0% | — | GROK 28.6%GEMINI 7.1%PERPLEXITY 14.3% | Claim |
| 26 | Zapier AI zapier.com Best for: AI recommends Zapier AI most when buyers ask “how do I automate proposal creation for my agency” (42.9% of those answers) | 9.5% 95% CI 4.9–17.7% 8 mentions · avg pos 9 first pick 0% | — | GROK 28.6%GEMINI 3.6%PERPLEXITY 17.9% | Claim |
| 27 | DocBeacon docbeacon.io Best for: AI recommends DocBeacon most when buyers ask “which proposal tool has the best analytics to see when clients open documents” (57.1% of those answers) | 8.3% 95% CI 4.1–16.2% 7 mentions · avg pos 2.7 first pick 0% | — | GROK 14.3%GEMINI 7.1%CLAUDE 7.1%PERPLEXITY 10.7% | Claim |
| 28 | SignNow signnow.com Best for: AI recommends SignNow most when buyers ask “best tools for creating and sending sales proposals with e-signature” (42.9% of those answers) | 8.3% 95% CI 4.1–16.2% 7 mentions · avg pos 10.7 first pick 0% | — | GEMINI 14.3%CHATGPT 14.3%CLAUDE 7.1%PERPLEXITY 3.6% | Claim |
| 29 | Lindy.ai lindy.ai Best for: AI recommends Lindy.ai most when buyers ask “what should I use to send professional proposals that clients can sign online” (42.9% of those answers) | 7.1% 95% CI 3.3–14.7% 6 mentions · avg pos 5 first pick 0% | — | GEMINI 7.1%PERPLEXITY 14.3% | Claim |
| 30 | BidSketch bidsketch.com | 7.1% 95% CI 3.3–14.7% 6 mentions · avg pos 11.8 first pick 0% | — | GROK 28.6%GEMINI 14.3% | Claim |
| 31 | Inventive AI inventive.ai | 6% 95% CI 2.6–13.2% 5 mentions · avg pos 10 first pick 0% | — | GROK 14.3%GEMINI 3.6%PERPLEXITY 10.7% | Claim |
| 32 | Microsoft microsoft.com | 6% 95% CI 2.6–13.2% 5 mentions · avg pos 19.6 first pick 0% | — | GROK 14.3%GEMINI 7.1%CHATGPT 28.6% | Claim |
| 33 | Bonsai | 4.8% 95% CI 1.9–11.6% 4 mentions · avg pos 4.8 first pick 0% | — | CHATGPT 14.3%CLAUDE 7.1%PERPLEXITY 7.1% | Claim |
| 34 | Jotform jotform.com | 4.8% 95% CI 1.9–11.6% 4 mentions · avg pos 5.8 first pick 0% | — | GROK 14.3%GEMINI 7.1%CHATGPT 14.3% | Claim |
| 35 | Dock dock.us Best for: AI recommends Dock most when buyers ask “simpler alternatives to large CPQ and proposal management platforms” (35.7% of those answers) | 4.8% 95% CI 1.9–11.6% 4 mentions · avg pos 6.5 first pick 0% | — | GROK 14.3%GEMINI 7.1%CLAUDE 7.1% | Claim |
| 36 | Kickflip gokickflip.com Best for: AI recommends Kickflip most when buyers ask “simpler alternatives to large CPQ and proposal management platforms” (50% of those answers) | 4.8% 95% CI 1.9–11.6% 4 mentions · avg pos 6.5 first pick 25% | — | GROK 14.3%GEMINI 7.1%CLAUDE 7.1% | Claim |
| 37 | Storydoc storydoc.com | 3.6% 95% CI 1.2–10% 3 mentions · avg pos 7 first pick 0% | — | GEMINI 7.1%PERPLEXITY 3.6% | Claim |
| 38 | Quotient | 3.6% 95% CI 1.2–10% 3 mentions · avg pos 7.7 first pick 0% | — | GEMINI 10.7% | Claim |
| 39 | Venngage venngage.com | 3.6% 95% CI 1.2–10% 3 mentions · avg pos 13.5 first pick 0% | — | GROK 14.3%PERPLEXITY 7.1% | Claim |
| 40 | DocSend | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 1 first pick 50% | — | GROK 14.3%CLAUDE 7.1% | Claim |
| 41 | Swydo swydo.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 5.5 first pick 0% | — | GROK 28.6% | Claim |
| 42 | Experlogix experlogix.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 9 first pick 0% | — | CHATGPT 14.3%PERPLEXITY 3.6% | Claim |
| 43 | Stripe stripe.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 11 first pick 0% | — | GROK 14.3%CLAUDE 7.1% | Claim |
| 44 | Templafy templafy.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 13 first pick 0% | — | CHATGPT 14.3%PERPLEXITY 3.6% | Claim |
| 45 | Plutio plutio.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 14 first pick 0% | — | GROK 14.3%PERPLEXITY 3.6% | Claim |
| 46 | Salesforce AppExchange appexchange.salesforce.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 14.5 first pick 0% | — | GEMINI 7.1% | Claim |
| 47 | Xero xero.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 14.5 first pick 0% | — | GEMINI 3.6%CHATGPT 14.3% | Claim |
| 48 | Agentforce salesforce.com | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 16 first pick 0% | — | GEMINI 7.1% | Claim |
| 49 | Mobileforce mobileforce.ai | 2.4% 95% CI 0.7–8.3% 2 mentions · avg pos 17 first pick 0% | — | GEMINI 3.6%PERPLEXITY 3.6% | Claim |
| 50 | GuideFlow guideflow.com | 2.4% 95% CI 0.7–8.3% 2 mentions first pick 0% | — | PERPLEXITY 7.1% | Claim |
| 51 | HummingDeck hummingdeck.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 1 first pick 100% | — | CLAUDE 7.1% | Claim |
| 52 | BoldSign boldsign.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 2 first pick 0% | — | CLAUDE 7.1% | Claim |
| 53 | Google Slides docs.google.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 3.6% | Claim |
| 54 | Offorte | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 8 first pick 0% | — | GEMINI 3.6% | Claim |
| 55 | Alguna blog.alguna.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 9 first pick 0% | — | CLAUDE 7.1% | Claim |
| 56 | iQuoteXpress | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 9 first pick 0% | — | GEMINI 3.6% | Claim |
| 57 | n8n n8n.io | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 10 first pick 0% | — | PERPLEXITY 3.6% | Claim |
| 58 | Blueink blueink.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 11 first pick 0% | — | GEMINI 3.6% | Claim |
| 59 | Taskip taskip.net | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 11 first pick 0% | — | GEMINI 3.6% | Claim |
| 60 | Cflow | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 12 first pick 0% | — | GEMINI 3.6% | Claim |
| 61 | ConnectWise CPQ | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 12 first pick 0% | — | GEMINI 3.6% | Claim |
| 62 | Scoro scoro.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 12 first pick 0% | — | GEMINI 3.6% | Claim |
| 63 | QorusDocs | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 13 first pick 0% | — | GEMINI 3.6% | Claim |
| 64 | Responsive (RFPIO) rfpio.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 13 first pick 0% | — | GEMINI 3.6% | Claim |
| 65 | XaitPorter | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 13 first pick 0% | — | GEMINI 3.6% | Claim |
| 66 | PayPal paypal.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 18 first pick 0% | — | GROK 14.3% | Claim |
| 67 | QuickBooks quickbooks.intuit.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 20 first pick 0% | — | CHATGPT 14.3% | Claim |
| 68 | FreshBooks freshbooks.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 21 first pick 0% | — | CHATGPT 14.3% | Claim |
| 69 | Albato albato.com | 1.2% 95% CI 0.2–6.4% 1 mentions · avg pos 25 first pick 0% | — | GEMINI 3.6% | Claim |
| 70 | Autobound autobound.ai | 1.2% 95% CI 0.2–6.4% 1 mentions first pick 0% | — | PERPLEXITY 3.6% | Claim |
| 71 | Bookipi bookipi.com | 1.2% 95% CI 0.2–6.4% 1 mentions first pick 0% | — | PERPLEXITY 3.6% | Claim |
| 72 | Canva canva.com | 1.2% 95% CI 0.2–6.4% 1 mentions first pick 0% | — | PERPLEXITY 3.6% | Claim |
| 73 | Logik.io logik.io | 1.2% 95% CI 0.2–6.4% 1 mentions first pick 0% | — | PERPLEXITY 3.6% | Claim |
| 74 | ScopeStack scopestack.io | 1.2% 95% CI 0.2–6.4% 1 mentions first pick 0% | — | PERPLEXITY 3.6% | Claim |
Reading the numbers: Share is a point estimate on 84 sampled answers, so each row also shows its 95% CI — the Wilson score interval around that share. When two products' intervals overlap, the gap between them isn't statistically meaningful at this sample size. First pick is the share of a product's recommending answers where it was named first, which separates “always mentioned” from “usually the top recommendation”. Full methodology.
Independence: Orbator customers are badged for disclosure. Customer status does not affect prompts, sampling, extraction, or ranking — see the methodology. Your product on this list? Claim it to see the prompts behind your rank and track it weekly.
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