AI Index / Proposal and quoting software

Best Proposal and quoting software

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.

Updated weekly84 samples5 enginesmethodology

Sample: 84 AI answers · Window: Jul 7, 2026Aug 4, 2026 (4-week rolling) · trend vs prior 4 weeks (42 answers)

What is the best proposal and quoting software?

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.

#ProductShareTrendEngines
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 80.994.3%

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 75.390.7%

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 6180%

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 59.879%

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 29.550%

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 28.448.8%

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 26.346.4%

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 2039%

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 1532.6%

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 11.127.4%

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 11.127.4%

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 9.324.7%

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 9.324.7%

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 9.324.7%

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 9.324.7%

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 8.423.3%

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 8.423.3%

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 7.521.9%

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 7.521.9%

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 6.620.5%

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 6.620.5%

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 6.620.5%

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 6.620.5%

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 5.719.1%

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 4.917.7%

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 4.917.7%

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 4.116.2%

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 4.116.2%

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 3.314.7%

6 mentions · avg pos 5

first pick 0%

GEMINI 7.1%PERPLEXITY 14.3%
Claim
30
BidSketch

bidsketch.com

7.1%

95% CI 3.314.7%

6 mentions · avg pos 11.8

first pick 0%

GROK 28.6%GEMINI 14.3%
Claim
31
Inventive AI

inventive.ai

6%

95% CI 2.613.2%

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 2.613.2%

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 1.911.6%

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 1.911.6%

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 1.911.6%

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 1.911.6%

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 1.210%

3 mentions · avg pos 7

first pick 0%

GEMINI 7.1%PERPLEXITY 3.6%
Claim
38
Quotient

3.6%

95% CI 1.210%

3 mentions · avg pos 7.7

first pick 0%

GEMINI 10.7%
Claim
39
Venngage

venngage.com

3.6%

95% CI 1.210%

3 mentions · avg pos 13.5

first pick 0%

GROK 14.3%PERPLEXITY 7.1%
Claim
40
DocSend

2.4%

95% CI 0.78.3%

2 mentions · avg pos 1

first pick 50%

GROK 14.3%CLAUDE 7.1%
Claim
41
Swydo

swydo.com

2.4%

95% CI 0.78.3%

2 mentions · avg pos 5.5

first pick 0%

GROK 28.6%
Claim
42
Experlogix

experlogix.com

2.4%

95% CI 0.78.3%

2 mentions · avg pos 9

first pick 0%

CHATGPT 14.3%PERPLEXITY 3.6%
Claim
43
Stripe

stripe.com

2.4%

95% CI 0.78.3%

2 mentions · avg pos 11

first pick 0%

GROK 14.3%CLAUDE 7.1%
Claim
44
Templafy

templafy.com

2.4%

95% CI 0.78.3%

2 mentions · avg pos 13

first pick 0%

CHATGPT 14.3%PERPLEXITY 3.6%
Claim
45
Plutio

plutio.com

2.4%

95% CI 0.78.3%

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 0.78.3%

2 mentions · avg pos 14.5

first pick 0%

GEMINI 7.1%
Claim
47
Xero

xero.com

2.4%

95% CI 0.78.3%

2 mentions · avg pos 14.5

first pick 0%

GEMINI 3.6%CHATGPT 14.3%
Claim
48
Agentforce

salesforce.com

2.4%

95% CI 0.78.3%

2 mentions · avg pos 16

first pick 0%

GEMINI 7.1%
Claim
49
Mobileforce

mobileforce.ai

2.4%

95% CI 0.78.3%

2 mentions · avg pos 17

first pick 0%

GEMINI 3.6%PERPLEXITY 3.6%
Claim
50
GuideFlow

guideflow.com

2.4%

95% CI 0.78.3%

2 mentions

first pick 0%

PERPLEXITY 7.1%
Claim
51
HummingDeck

hummingdeck.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 1

first pick 100%

CLAUDE 7.1%
Claim
52
BoldSign

boldsign.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 2

first pick 0%

CLAUDE 7.1%
Claim
53
Google Slides

docs.google.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 2

first pick 0%

PERPLEXITY 3.6%
Claim
54
Offorte

1.2%

95% CI 0.26.4%

1 mentions · avg pos 8

first pick 0%

GEMINI 3.6%
Claim
55
Alguna

blog.alguna.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 9

first pick 0%

CLAUDE 7.1%
Claim
56
iQuoteXpress

1.2%

95% CI 0.26.4%

1 mentions · avg pos 9

first pick 0%

GEMINI 3.6%
Claim
57
n8n

n8n.io

1.2%

95% CI 0.26.4%

1 mentions · avg pos 10

first pick 0%

PERPLEXITY 3.6%
Claim
58
Blueink

blueink.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 11

first pick 0%

GEMINI 3.6%
Claim
59
Taskip

taskip.net

1.2%

95% CI 0.26.4%

1 mentions · avg pos 11

first pick 0%

GEMINI 3.6%
Claim
60
Cflow

1.2%

95% CI 0.26.4%

1 mentions · avg pos 12

first pick 0%

GEMINI 3.6%
Claim
61
ConnectWise CPQ

1.2%

95% CI 0.26.4%

1 mentions · avg pos 12

first pick 0%

GEMINI 3.6%
Claim
62
Scoro

scoro.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 12

first pick 0%

GEMINI 3.6%
Claim
63
QorusDocs

1.2%

95% CI 0.26.4%

1 mentions · avg pos 13

first pick 0%

GEMINI 3.6%
Claim
64
Responsive (RFPIO)

rfpio.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 13

first pick 0%

GEMINI 3.6%
Claim
65
XaitPorter

1.2%

95% CI 0.26.4%

1 mentions · avg pos 13

first pick 0%

GEMINI 3.6%
Claim
66
PayPal

paypal.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 18

first pick 0%

GROK 14.3%
Claim
67
QuickBooks

quickbooks.intuit.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 20

first pick 0%

CHATGPT 14.3%
Claim
68
FreshBooks

freshbooks.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 21

first pick 0%

CHATGPT 14.3%
Claim
69
Albato

albato.com

1.2%

95% CI 0.26.4%

1 mentions · avg pos 25

first pick 0%

GEMINI 3.6%
Claim
70
Autobound

autobound.ai

1.2%

95% CI 0.26.4%

1 mentions

first pick 0%

PERPLEXITY 3.6%
Claim
71
Bookipi

bookipi.com

1.2%

95% CI 0.26.4%

1 mentions

first pick 0%

PERPLEXITY 3.6%
Claim
72
Canva

canva.com

1.2%

95% CI 0.26.4%

1 mentions

first pick 0%

PERPLEXITY 3.6%
Claim
73
Logik.io

logik.io

1.2%

95% CI 0.26.4%

1 mentions

first pick 0%

PERPLEXITY 3.6%
Claim
74
ScopeStack

scopestack.io

1.2%

95% CI 0.26.4%

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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