When it comes to selecting the best sales proposal tools for B2B SaaS companies, market research indicates that functionality and user experience are paramount. Customer review analysis shows common patterns, with users frequently mentioning the importance of seamless integration with existing CRM systems. For instance, PandaDoc consistently earns high marks in customer reviews for its intuitive interface and robust document tracking features, making it a go-to choice for many businesses. In contrast, tools like Proposify often appear in industry roundups for their customizable templates, which many users appreciate for saving time during proposal creation. Research suggests that while advanced analytics features can be enticing, they may not be essential for every company, especially smaller startups. Instead, a solid proposal tool should prioritize ease of use and affordability.When it comes to selecting the best sales proposal tools for B2B SaaS companies, market research indicates that functionality and user experience are paramount. Customer review analysis shows common patterns, with users frequently mentioning the importance of seamless integration with existing CRM systems.When it comes to selecting the best sales proposal tools for B2B SaaS companies, market research indicates that functionality and user experience are paramount. Customer review analysis shows common patterns, with users frequently mentioning the importance of seamless integration with existing CRM systems. For instance, PandaDoc consistently earns high marks in customer reviews for its intuitive interface and robust document tracking features, making it a go-to choice for many businesses. In contrast, tools like Proposify often appear in industry roundups for their customizable templates, which many users appreciate for saving time during proposal creation. Research suggests that while advanced analytics features can be enticing, they may not be essential for every company, especially smaller startups. Instead, a solid proposal tool should prioritize ease of use and affordability. Studies suggest that companies can find effective solutions across various price points, from entry-level options like Qwilr to more premium offerings like DocuSign, which also offers e-signature capabilities that many users find invaluable. Interestingly, the history of tools like QuoteWerks dates back to the early 2000s, showcasing how far sales enablement technology has come. And here’s a light thought: if only crafting proposals was as easy as clicking "Send," but then again, we might miss the thrill of hitting "Refresh" to see if the client has opened it! In summary, research indicates that the best sales proposal tools balance functionality with user-friendliness while catering to diverse budgets and needs. With many consumers reporting satisfaction with their chosen platforms, it's clear that investing time in finding the right tool can pay off significantly.
Qwilr is an innovative solution specifically tailored to B2B SaaS companies, providing a streamlined, interactive platform to close deals faster. It effectively combines all the steps of the sales process, making it an ideal tool for businesses aiming to enhance their proposal and quote generation efficiency.
Qwilr is an innovative solution specifically tailored to B2B SaaS companies, providing a streamlined, interactive platform to close deals faster. It effectively combines all the steps of the sales process, making it an ideal tool for businesses aiming to enhance their proposal and quote generation efficiency.
INTERACTIVE PROPOSALS
REAL-TIME ANALYTICS
Best for teams that are
Creative agencies and SaaS companies wanting interactive, web-based proposals
Sales teams prioritizing mobile-responsive designs and buyer engagement tracking
Skip if
Industries or clients strictly requiring traditional, static PDF formats
Teams needing complex contract lifecycle management or extensive redlining
Expert Take
Our analysis shows Qwilr successfully modernizes the sales process by shifting from static PDFs to interactive, trackable web pages. Research indicates its standout feature is the interactive pricing table, which allows prospects to select options and upsell themselves directly within the proposal. Based on documented security features like SOC 2 Type 2 compliance, it is a robust choice for enterprise teams, although design-heavy teams may find the template rigidity a tradeoff for speed and consistency.
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Proposal Tools for B2B SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the ability to create interactive, web-based sales documents with integrated pricing, e-signatures, and analytics.
What We Found
Qwilr replaces static PDFs with interactive web pages, featuring modular building blocks, embedded video, ROI calculators, and dynamic pricing tables that allow buyers to select options.
Score Rationale
The product scores highly for its innovative web-first approach and interactive features, though it lacks the pixel-perfect design freedom of traditional graphic design tools.
Supporting Evidence
Users can embed interactive content like ROI calculators, videos, and calendar booking tools directly into proposals. Embed videos, ROI calculators, calendar booking solutions, flexible pricing tables and more.
— qwilr.com
The platform includes built-in e-signatures and payment processing via Stripe integration. Qwilr uses Stripe to process payments. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1.
— qwilr.com
Qwilr allows users to add recurring pricing, subscription fees, and optional line items that buyers can select interactively. You can now add recurring pricing to your Qwilr quote blocks to present weekly, monthly, quarterly, or yearly subscription fees.
— qwilr.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for third-party validation, security certifications, and adoption by reputable enterprise clients.
What We Found
Qwilr holds SOC 2 Type 2 certification, is GDPR compliant, and maintains high ratings across major review platforms with a strong user base including brands like Meltwater and SiteMinder.
Score Rationale
The presence of SOC 2 Type 2 certification and strong G2 ratings (4.6/5) establishes a high level of trust suitable for enterprise sales environments.
Supporting Evidence
Major companies such as Meltwater and SiteMinder are documented customers. Brands like Meltwater, SiteMinder, and Thomson Reuters are using Qwilr to impress buyers.
— qwilr.com
The platform is rated 4.6 out of 5 stars on G2 based on user reviews. 4.6 out of 5 stars
— g2.com
Qwilr has successfully completed a SOC 2 Type 2 audit with ongoing automated monitoring. Qwilr has successfully completed a SOC 2 Type 2 audit with ongoing automated monitoring of controls, policies and infrastructure powered by Drata.
— qwilr.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We assess ease of use, template quality, and the learning curve for non-technical sales teams.
What We Found
Users consistently praise the 'ease of use' and drag-and-drop interface, though some report frustration with rigid formatting constraints when trying to customize layouts extensively.
Score Rationale
While the interface is intuitive for standard use, the score is slightly impacted by documented user frustrations regarding limited formatting flexibility compared to free-form design tools.
Supporting Evidence
Customer support is highly rated, with users noting quick and helpful responses. Users value the exceptional customer support from Qwilr, receiving quick and helpful responses when needed.
— g2.com
Some users find the editing capabilities limited, restricting creativity and document arrangement. Users find limited editing capabilities on Qwilr restrict creativity and complicate document arrangement.
— g2.com
G2 reviews frequently cite 'Ease of Use' as a top pro, with users appreciating the intuitive interface. Users love the ease of use of Qwilr, appreciating its intuitive interface and professional proposal appearance.
— g2.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing clarity, tier differentiation, and value relative to features like CRM integration.
What We Found
Pricing is transparently listed at $35/user/month for Business and $59/user/month for Enterprise, with a free trial available; however, advanced API features are gated to higher tiers.
Score Rationale
The pricing is transparent and competitive, but the requirement to upgrade to Enterprise for Salesforce integration and advanced security features lowers the value score for smaller teams.
Supporting Evidence
A 14-day free trial is available without requiring a credit card. No credit card required | 14 day free trial.
— qwilr.com
Enterprise plan is required for Salesforce integration and custom domains. Qwilr's Enterprise plan starts at $59/user/month... Deep Salesforce integration will automatically produce personalized Qwilr pages for clients.
— arrows.to
Business plan starts at $35 USD per user/month when billed annually. Cost: $35 per user/month (billed annually) or $39 per user/month (billed monthly)
— getcone.io
9.4
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine security standards, data encryption, and compliance certifications relevant to handling sensitive sales contracts.
What We Found
Qwilr demonstrates enterprise-grade security with SOC 2 Type 2 compliance, GDPR adherence, and features like password protection, domain restrictions, and email verification for viewers.
Score Rationale
Achieving SOC 2 Type 2 compliance is a significant trust signal that places Qwilr above many smaller competitors in the proposal software niche.
Supporting Evidence
Data is encrypted both in transit and at rest. We protect your data with encryption in transition and at rest
— qwilr.com
The platform offers identity verification features like SSO and email authentication for buyer access. We provide SSO, email verification and password support for limiting buyer page access.
— qwilr.com
Qwilr is SOC 2 Type 2 compliant with automated monitoring. Qwilr has successfully completed a SOC 2 Type 2 audit with ongoing automated monitoring of controls
— qwilr.com
8.8
Category 6: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth of CRM connections, API availability, and workflow automation capabilities.
What We Found
Strong native integrations exist for HubSpot, Salesforce, and Pipedrive, allowing data pull and write-back. An API is available for custom automation, though primarily on the Enterprise tier.
Score Rationale
The integration ecosystem is robust for major CRMs, but the restriction of Salesforce integration and API access to the Enterprise plan limits the score slightly.
Supporting Evidence
API access allows for programmatic page generation but is an add-on or Enterprise feature. Custom integration and document automation with our API add-on.
— qwilr.com
The HubSpot integration allows creating proposals directly from deal records. When a deal reaches the proposal stage, reps click one button and Qwilr automatically fills in the customer's name, company details, pricing, and relevant case studies based on CRM data.
— qwilr.com
PDF exports often suffer from layout issues because the software is designed primarily for web viewing, leading to visual discrepancies when printing or saving as static files.
Impact: This issue had a noticeable impact on the score.
Users report limited design customization and rigid templates compared to free-form design tools, making it difficult to align perfectly with strict brand guidelines.
Impact: This issue caused a significant reduction in the score.
Proposify is a game-changer for B2B SaaS companies, offering an efficient solution to streamline the sales process. It provides a comprehensive platform for proposal creation, tracking, and signing, ultimately increasing your close rate. It's designed to meet the unique needs of SaaS sales teams, enhancing visibility and control in the sales process.
Proposify is a game-changer for B2B SaaS companies, offering an efficient solution to streamline the sales process. It provides a comprehensive platform for proposal creation, tracking, and signing, ultimately increasing your close rate. It's designed to meet the unique needs of SaaS sales teams, enhancing visibility and control in the sales process.
USER-FRIENDLY
SCALABILITY
Best for teams that are
Sales teams and agencies requiring strict brand control and pipeline visibility
Freelancers or very small teams with limited budgets due to per-user pricing
Teams needing broad document automation (contracts, HR) beyond sales proposals
Expert Take
Our analysis shows Proposify distinguishes itself through a rigorous focus on the 'closing' phase, supported by SOC 2 Type 2 security that appeals to enterprise teams. Research indicates its document analytics provide granular visibility into prospect behavior, allowing sales reps to time follow-ups precisely. While the editor has reported friction points, the depth of its CRM integrations and content library makes it a powerful tool for scaling sales operations.
Pros
SOC 2 Type 2 certified security
Granular document analytics & tracking
Deep Salesforce & HubSpot integrations
Robust content library for reuse
Interactive pricing tables for clients
Cons
Basic plan limited to 5 sends
Editor can be glitchy with tables
Salesforce integration costs extra
Mobile editing experience is limited
No free tier (only free trial)
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Proposal Tools for B2B SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of proposal creation tools, template variety, interactive elements, and analytics depth available to sales teams.
What We Found
Proposify offers a robust suite including a drag-and-drop editor, interactive pricing tables, and a content library for reusable assets. Its standout feature is granular document analytics that track prospect engagement by section and time spent. However, users frequently report that the editor can be clunky, particularly when formatting tables or editing on mobile devices.
Score Rationale
The score is anchored at 8.7 due to the comprehensive feature set and powerful analytics, but prevented from reaching the 9.0+ tier by persistent user reports of editor friction and formatting rigidity.
Supporting Evidence
Users report frustration with the design interface, specifically regarding table formatting and resizing. The pricing tables are especially awkward, particularly with sizing. If you add a line item, the table suddenly blows up in size, and sometimes it won't let you resize it.
— g2.com
The platform provides detailed analytics on how prospects interact with proposals, including time spent on each section. Gain total visibility into how prospects are interacting with your sales docs. Get notifications when they open the proposal and detailed analytics on the time spent on each section.
— proposify.com
Proposify's content library allows saving sections, images, and text boxes for future reuse. The handiest part of the content library is saving sections, images, text boxes, and any other proposal component for future use.
— markuphero.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market presence, years in business, customer base size, and third-party validation to ensure long-term reliability.
What We Found
Founded in 2013, Proposify serves over 8,000 customers and generates over $10M in ARR, establishing it as a mature player in the space. It holds 'Leader' badges on G2 and maintains significant industry recognition. The company has raised $13M in funding, indicating financial stability and continued growth potential.
Score Rationale
A score of 9.2 reflects strong market tenure, a large verified user base, and consistent leadership positions in industry rankings, signaling a highly trustworthy platform.
Supporting Evidence
The company was founded in 2013 and has raised $13M in total funding. Proposify has raised a total funding of $13M over 4 rounds. Its first funding round was on 2014.
— tracxn.com
Proposify has over 8,000 customers and generates over $10M in Annual Recurring Revenue (ARR). Proposify has grown to a customer base of over 8,000 users, netting them a sweet ARR of over $10M.
— qwilr.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of setup, interface intuitiveness, and the quality of ongoing customer support.
What We Found
Users generally praise the platform for its ease of use and the efficiency of its template-based workflow. Customer support is frequently highlighted as responsive and helpful. However, the user experience is marred by occasional glitches in the editor and a mobile experience that some sales reps find limiting for on-the-go edits.
Score Rationale
The score of 8.9 acknowledges the generally positive user sentiment and strong support, but accounts for the recurring friction points in the editing interface that prevent a flawless experience.
Supporting Evidence
Some users find the editing process difficult, citing formatting issues and glitches. Users find the difficult editing process in Proposify frustrating, impacting document creation and overall user experience. (19 mentions).
— g2.com
Users value the exceptional customer support, with specific mentions of responsiveness. Users value the exceptional customer support of Proposify, enhancing their experience during setup and ongoing use. (27 mentions).
— g2.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, hidden costs, plan limitations, and contract flexibility to determine overall value for money.
What We Found
Proposify offers three clear tiers: Basic ($29/mo), Team ($49/mo), and Business ($65/mo). While pricing is transparent, the Basic plan is heavily restricted to only 5 document sends per month, which is low compared to competitors. Additionally, the Salesforce integration is gated to the Business plan and incurs an extra per-user fee, which impacts the value equation for smaller teams.
Score Rationale
A score of 8.5 reflects a solid core offering but is penalized for the restrictive 5-document limit on the entry tier and the 'double-gating' of the Salesforce integration (higher tier + extra fee).
Supporting Evidence
Salesforce integration requires the Business plan and costs an additional $9/user/month. Salesforce Integration: $9/user/month (Business plan only)
— support.proposify.com
The Basic plan is limited to 5 document sends per month, with additional documents costing $1.99 each. Basic: 5 sends per month... additional documents can be bought for $1.99/month
— support.proposify.com
9.5
Category 5: Security, Compliance & Data Protection
What We Looked For
We investigate the product's adherence to industry standards like SOC 2, GDPR, and encryption protocols relevant to sales data.
What We Found
Proposify demonstrates a strong security posture with SOC 2 Type 2 certification, GDPR compliance, and PCI-DSS certification via Stripe. It also adheres to UETA and ESIGN acts for legally binding e-signatures. This level of compliance is a significant differentiator for enterprise clients compared to lighter-weight alternatives.
Score Rationale
The score of 9.5 is awarded for achieving SOC 2 Type 2 certification and maintaining comprehensive compliance standards, making it highly suitable for enterprise use cases.
Supporting Evidence
The platform is compliant with GDPR and enables customers to set their own compliance preferences. Proposify is committed to protecting our client's data and privacy. That is why we maintain our GDPR compliance
— proposify.com
Proposify is SOC 2 Type 2 certified, audited against AICPA Trust Services Criteria. Proposify is SOC2 Type 2 certified to reflect our long-standing commitment to security.
— proposify.com
9.0
Category 6: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth and breadth of native integrations with CRMs, payment gateways, and automation tools.
What We Found
The platform integrates with major CRMs like Salesforce and HubSpot, as well as payment processors like Stripe. It connects to over 8,000 apps via Zapier. While the ecosystem is extensive, the deep Salesforce integration is gated behind the most expensive plan and an add-on fee, which slightly limits accessibility for mid-market teams.
Score Rationale
A score of 9.0 recognizes the high quality and breadth of integrations, particularly with major CRMs, while noting the cost barriers to accessing the premier Salesforce integration.
Supporting Evidence
The Salesforce integration allows reps to work within Salesforce but is an add-on cost. Salesforce integration. Use our managed package and optionally SSO so reps work right within Salesforce. $9/user/mo.
— proposify.com
Proposify integrates with HubSpot, Salesforce, Stripe, and over 8,000 apps via Zapier. Proposify integrates with 8000 other apps on Zapier - it's the easiest way to automate your work.
— zapier.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The Salesforce integration is gated to the highest pricing tier and requires an additional per-user monthly fee.
Impact: This issue caused a significant reduction in the score.
Loopio’s proposal software is specifically designed for B2B SaaS companies, offering branded documents, reusable templates, and intelligent automation. This easy-to-use solution enhances the efficiency of sales teams by streamlining the proposal creation process, thereby meeting the unique needs of this industry.
Loopio’s proposal software is specifically designed for B2B SaaS companies, offering branded documents, reusable templates, and intelligent automation. This easy-to-use solution enhances the efficiency of sales teams by streamlining the proposal creation process, thereby meeting the unique needs of this industry.
CUSTOMIZABLE TEMPLATES
AUTOMATED WORKFLOWS
Best for teams that are
Large enterprises managing high volumes of complex RFPs and security questionnaires
Proposal teams needing centralized content management and automated response suggestions
Skip if
Small businesses or freelancers due to high minimum annual costs (~$20k/yr)
Sales teams looking for simple visual proposal or quoting tools
Expert Take
Our analysis shows Loopio excels as an enterprise-grade solution where security and scalability are paramount. Research indicates its 'Magic' automation and new 'Confidence Pulse' features significantly reduce manual effort for large teams. While the entry price is high, the documented ROI for high-volume RFP responders—supported by SOC 2 and ISO 27001 compliance—makes it a safe, powerful choice for regulated industries.
Pros
Robust 'Magic' AI automates repetitive answers
Enterprise-grade security (SOC 2, ISO 27001)
Intuitive interface with high user adoption
Deep integrations with Salesforce and Slack
Excellent customer support and onboarding
Cons
High starting cost (~$20k/year)
Export formatting often requires manual fixes
Bulk editing capabilities are limited
AI accuracy varies on complex questions
Hidden costs for some add-on features
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Proposal Tools for B2B SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of RFP automation features, including content library management, AI-assisted drafting, and project tracking capabilities.
What We Found
Loopio offers a robust 'Magic' automation engine that auto-fills RFP answers from a centralized library, supported by features like 'SmartScan' for document import and 'Confidence Pulse' to gauge answer quality.
Score Rationale
The product scores highly due to its comprehensive feature set for enterprise RFP management, though it stops short of a perfect score due to reported limitations in bulk editing capabilities.
Supporting Evidence
New 'Confidence Pulse' feature scores answers for accuracy, trust, and completeness. Confidence Pulse: Delivers real-time indicators of quality for every answer to a question, scored for accuracy, trust, and completeness.
— businesswire.com
The 'Magic' feature automates response drafting by pulling from the content library, while 'SmartScan' imports questions from Word and PDF files. Automated Answers: Instantly generates a first draft of answers to your RFP by pulling from a company's entire Loopio knowledge base.
— loopio.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market presence, user adoption rates, industry awards, and the caliber of the client roster.
What We Found
Loopio is a market leader trusted by over 1,700 companies including IBM and DocuSign, and has been recognized on the Deloitte Technology Fast 50 list for four consecutive years.
Score Rationale
The score reflects its status as a dominant player in the RFP software space with significant enterprise adoption and consistent industry recognition.
Supporting Evidence
Listed on the Deloitte Technology Fast 50 list for four consecutive years. It has been listed as one of the fastest-growing companies on the Deloitte Technology Fast 50™ list for four consecutive years.
— businesswire.com
Trusted by over 1,700 leading companies globally, including IBM, DocuSign, and Citrix. Loopio's RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business.
— loopio.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the quality of customer support.
What We Found
Users consistently praise the intuitive interface and 'ease of use' (139+ mentions on G2), though some report friction with export formatting and bulk editing workflows.
Score Rationale
While the core interface is highly rated for intuitiveness, persistent complaints about export formatting issues prevent a score in the 9.0+ range.
Supporting Evidence
Customer support is frequently cited as a key differentiator. Loopio's Customer Support team has been a key differentiator for us. Any time we have an issue, they are extremely helpful and quick to respond.
— loopio.com
G2 reviews highlight 'Ease of Use' as a top pro with 139 mentions. Users find Loopio to be extremely easy to use, enhancing efficiency with its intuitive features and centralized access.
— g2.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing models, entry costs, transparency of terms, and perceived ROI for different business sizes.
What We Found
Pricing is not public but research indicates a starting point of ~$20,000/year, which is a significant barrier for smaller teams, and costs scale with seats and add-ons.
Score Rationale
The score is lower because the high entry cost and lack of public pricing transparency make it less accessible and harder to evaluate without a sales engagement.
Supporting Evidence
Pricing model is seat-based and can include hidden costs for add-ons like Salesforce integration. Its starting price of $20,000 a year quickly scales with a seat-based pricing model and hidden add-ons.
— sparrowgenie.com
Entry-level 'Foundations' plan starts at approximately $20,000 USD per year. Loopio's pricing starts at $20,000 per year, which is for its entry-level plan, Foundations.
— autorfp.ai
9.6
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine security certifications, data encryption standards, and compliance with regulations like GDPR and SOC 2.
What We Found
Loopio maintains an industry-leading security posture with SOC 2 Type II compliance, ISO 27001 certification, GDPR compliance, and annual third-party penetration testing.
Score Rationale
This category receives a near-perfect score due to the comprehensive, verified list of enterprise-grade security certifications and rigorous audit processes.
Supporting Evidence
Data is encrypted with TLS v1.2 in transit and AES256 at rest. Whether your data is in transit or at rest, all Loopio customer data is encrypted through industry leading-standards: TLS v1.2 in transit and AES256 at rest.
— loopio.com
Maintains SOC 2 Type II, ISO 27001, and ISO 9001 certifications. Loopio conducts comprehensive assessments to ensure compliance with (i) Standards for Reporting on Controls at a Service Organization (SOC 2)... (ii) ISO 27001 and (iii) ISO 9001.
— loopio.com
8.9
Category 6: Integrations & Ecosystem Strength
What We Looked For
We look for the quality and breadth of integrations with CRMs, communication tools, and cloud storage providers.
What We Found
The platform offers deep integrations with major tools like Salesforce, Slack, HubSpot, Seismic, and Microsoft 365, facilitating seamless workflows within existing tech stacks.
Score Rationale
Strong integration capabilities with market-leading tools justify a high score, though some advanced connectors may require higher tier plans or add-on fees.
Supporting Evidence
Browser extension allows answering portal-based RFPs directly. Loopio Browser Extension for portals... automates every step of the browser-based response process.
— loopio.com
Integrates with Salesforce, Slack, Microsoft Teams, Google Drive, and SharePoint. Access 80 diverse sources like SharePoint and Google Drive. Start proposals directly from your CRM like Salesforce. Stay updated on deadlines within Slack and Microsoft Teams.
— loopio.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
High starting price (~$20k/year) and lack of public pricing transparency create barriers for smaller organizations.
Impact: This issue had a noticeable impact on the score.
Better Proposals is specifically designed for B2B SaaS companies, enabling them to automate proposal creation, delivery, and follow-up. It replaces traditional, time-consuming methods with a digital, interactive experience, facilitating swift, seamless transactions with integrated digital signatures.
Better Proposals is specifically designed for B2B SaaS companies, enabling them to automate proposal creation, delivery, and follow-up. It replaces traditional, time-consuming methods with a digital, interactive experience, facilitating swift, seamless transactions with integrated digital signatures.
FAST PROPOSAL CREATION
DIGITAL SIGNATURES
Best for teams that are
Freelancers and small agencies wanting to send professional web-based proposals quickly
Small businesses prioritizing ease of use and affordability over complex features
Skip if
Enterprise sales teams requiring complex approval workflows or deep CRM integration
Users who need to export high-fidelity PDFs for print or offline use
Expert Take
Our analysis shows Better Proposals excels in streamlining the sales process by moving away from static PDFs to interactive, web-based documents. Research indicates that its real-time tracking capabilities—showing exactly when and how long a client views a proposal—provide a significant advantage for sales follow-ups. Furthermore, the documented commitment to 100% human support with rapid response times addresses a common pain point in SaaS, making it a highly reliable choice for small to mid-sized businesses.
Pros
250+ customizable proposal templates
Integrated digital signatures and payments
Real-time document tracking analytics
24/7 human support (2-min response)
Affordable starting price ($19/mo)
Cons
No export to editable Word/Doc
Password protection gated to Enterprise
Interface can be clunky/glitchy
Limited branding on lower plans
Client navigation requires clicking
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Proposal Tools for B2B SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to create, customize, and manage professional proposals with essential features like e-signatures and tracking.
What We Found
The platform offers a drag-and-drop editor with over 250 templates, integrated digital signatures, and payment collection via Stripe, PayPal, and GoCardless. It supports rich media like video embedding but notably lacks the ability to export documents to editable Word formats, restricting output to PDF or web links.
Score Rationale
The score is strong due to the comprehensive web-based feature set and template library, but is capped below 9.0 because the inability to export to editable formats is a documented workflow limitation.
Supporting Evidence
Users cannot export proposals to editable Word documents, only PDF. You can't export a proposal/agreement to a doc for anyone to redline... They don't even have plans to create an 'export doc' option!
— g2.com
The platform includes built-in digital signatures and payment integrations. Legally Binding Digital Signatures Secure your deals with built-in digital signatures... Payment integrations.
— betterproposals.io
Users have access to over 250 professionally designed proposal templates. Explore our huge library of over 250 professionally designed proposal templates.
— betterproposals.io
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the product's reputation through verified user reviews, customer base size, and industry recognition.
What We Found
Better Proposals maintains a high reputation with a 4.8/5 rating across major review platforms like Capterra and GetApp based on hundreds of reviews. The company serves over 10,000 customers globally and is recognized as a 'Leader' in G2's seasonal reports.
Score Rationale
A score of 9.2 reflects exceptional user satisfaction and established market presence, supported by consistent high ratings and a significant, verified user base.
Supporting Evidence
G2 recognizes the product as a Leader in the Enterprise and Mid-Market categories. G2 2025 Winter - Enterprise - Leader... G2 2025 Winter - Mid-Market - Leader.
— proposify.com
The platform is trusted by over 10,000 businesses. Trusted by 10,000+ big brands, small businesses and freelancers
— betterproposals.io
The software holds a 4.8 out of 5 rating based on 165 verified reviews. Overall rating 4.8 (165).
— getapp.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, quality of customer support, and the overall user interface experience.
What We Found
Users consistently praise the platform for its ease of use and the speed of its human support team, which boasts an average 2-minute response time. However, some users have reported the editor interface can be 'clunky' or 'glitchy' when customizing specific layout elements.
Score Rationale
The score is high due to industry-leading support response times and general ease of use, but slightly impacted by documented reports of interface friction during complex editing.
Supporting Evidence
Some users find the interface clunky or glitchy. Users find the clunky interface of Better Proposals frustrating and problematic
— g2.com
Users describe the system as easy to use and value for money. It's such an easy system to use. It's great value for money
— g2.com
Support is 100% human with an average response time of 2 minutes. We respond to chat and email in an average of 2 minutes... No bots, 100% human
— betterproposals.io
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and the feature-to-cost ratio compared to competitors.
What We Found
Pricing is highly competitive and transparent, starting at $19/month per user with a 14-day free trial and no credit card required. The tiered structure (Starter, Premium, Enterprise) clearly delineates features, offering significant value for small to mid-sized businesses compared to more expensive enterprise alternatives.
Score Rationale
This category receives a near-perfect score because the pricing is accessible, transparent, and offers a robust feature set at a lower entry point than key competitors like Proposify.
Supporting Evidence
Users cite the product as 'great value for money'. It's great value for money and has completely changed the game for my business.
— g2.com
A 14-day free trial is available without requiring a credit card. Start with a free 14 day trial. No credit card required.
— betterproposals.io
Plans start at $19/month for the Starter package. Starting from: $19.00/month.
— getapp.com
8.6
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine data security measures, compliance certifications, and access control features.
What We Found
The platform is GDPR compliant and uses 256-bit SSL encryption for all documents. However, advanced security features such as password protection for specific documents are gated behind the most expensive 'Enterprise' plan, which may be a limitation for smaller teams needing security.
Score Rationale
While baseline compliance is met, the score is lower than others because essential security controls like document password protection are restricted to the highest pricing tier.
Supporting Evidence
Documents are secured using 256-bit SSL encryption. Better Proposals uses 256bit SSL security to protect your account.
— betterproposals.io
Password protection for documents is only available on the Enterprise plan. The Enterprise bundle is specifically designed to meet the needs of sales teams. With features like... password protection
— getcone.io
The platform is fully GDPR compliant. GDPR Compliant Better Proposals is compliant with the EU General Data Protection Regulation.
— betterproposals.io
9.0
Category 6: Integrations & Ecosystem Strength
What We Looked For
We evaluate the breadth and depth of third-party integrations with CRMs, payment gateways, and other tools.
What We Found
Better Proposals offers over 50 native integrations, including major CRMs (Salesforce, HubSpot, Pipedrive), payment gateways (Stripe, PayPal), and live chat tools. It also supports Zapier, allowing for extensive workflow automation across thousands of other apps.
Score Rationale
A score of 9.0 is justified by the extensive library of native integrations that cover the most critical sales and project management tools, significantly enhancing workflow automation.
Supporting Evidence
Zapier integration enables connection to thousands of other apps. Use Zapier to connect with thousands of different apps to automate a whole range of processes.
— betterproposals.io
Live chat integrations allow clients to chat directly from the proposal. Put Live Chat on your proposals and answer their questions when they have them.
— betterproposals.io
The platform integrates with over 50 tools including HubSpot, Salesforce, and Stripe. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal.
— g2.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Multiple user reviews cite the editor interface as occasionally 'clunky' or 'glitchy', particularly when customizing layouts.
Impact: This issue had a noticeable impact on the score.
Users cannot export proposals to editable Word or Doc formats; the software only supports PDF export, which limits collaboration for clients who require redlining in Word.
Impact: This issue caused a significant reduction in the score.
QuoteCloud is a sales proposal software specifically designed to streamline the proposal creation, sending, and e-signing process for B2B SaaS companies. It addresses their need for efficient and effective proposal management, helping to increase closing rates by up to 23%.
QuoteCloud is a sales proposal software specifically designed to streamline the proposal creation, sending, and e-signing process for B2B SaaS companies. It addresses their need for efficient and effective proposal management, helping to increase closing rates by up to 23%.
ENHANCED CLOSE RATES
FREE TRIALS AVAILABLE
Best for teams that are
Sales teams needing robust CPQ capabilities and complex pricing tables
Businesses requiring a centralized product catalog with drag-and-drop quoting
Skip if
Field sales teams requiring a native mobile application
Users seeking a highly modern, glitch-free interface or advanced native integrations
Expert Take
Our analysis shows QuoteCloud carves out a unique position by combining standard proposal automation with specialized travel industry integrations like Sabre and Tramada. Research indicates it offers exceptional value through a transparent pricing model that includes a functional free tier and unlimited quotes on paid plans. While general performance feedback is mixed, its ability to import complex GDS data into polished proposals makes it a standout choice for travel professionals.
Pros
Specialized Sabre & Tramada travel integrations
Interactive pricing tables with add-ons
Free plan available for single users
Unlimited sales quotes on paid plans
Rich media content library support
Cons
Reports of occasional system slowness
Lower review ratings than top competitors
Advanced analytics limited to higher tiers
Custom branding requires minimum user count
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Proposal Tools for B2B SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of proposal creation tools, including templates, rich media support, e-signatures, and automation features.
What We Found
QuoteCloud offers unlimited sales quotes with a drag-and-drop editor that supports rich media like video and interactive pricing tables. It includes advanced features such as approval workflows, sales forecasting, and content locking.
Score Rationale
The product scores highly due to its comprehensive feature set including interactive pricing and rich media, though it lacks some of the AI maturity of market leaders.
Features include unlimited sales quotes, interactive pricing tables, and content libraries for text, images, and video. Unlimited sales quotes; Unlimited sales quote templates; Product catalogue for easy drag & drop of products to price tables
— accuratereviews.com
8.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user reviews, market presence, company history, and security certifications to gauge reliability.
What We Found
While the parent company Corporate Interactive is established, QuoteCloud has fewer reviews than major competitors and holds a lower average rating (3.8/5) on some major platforms.
Score Rationale
The score is impacted by a lower volume of reviews and a 3.8/5 rating on Capterra, which trails behind category leaders like PandaDoc.
Supporting Evidence
Competitors like QuoteWerks and PandaDoc have significantly higher ratings (4.6 and 4.5 respectively). QuoteWerks 4.6... PandaDoc 4.5
— getapp.com
QuoteCloud holds a 3.8 out of 5 star rating on Capterra. 3.8 out of 5 stars
— g2.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, interface design, support availability, and system performance.
What We Found
Users generally find the software easy to use with a modern interface, though there are documented reports of system slowness and occasional glitches.
Score Rationale
The intuitive drag-and-drop interface drives a good score, but documented performance lags prevent it from reaching the 9.0+ tier.
Supporting Evidence
Support is available 24/7 via email and chat. 24/7 email and chat support
— softwaresuggest.com
Users praise the ease of use but note the system is 'sometimes slow' and has 'occasional software glitches'. Pros: Easy to use... Cons: Sometimes slow
— accuratereviews.com
9.1
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, the existence of free tiers, and the feature-to-cost ratio.
What We Found
QuoteCloud offers a highly transparent pricing model with a robust free plan and competitive paid tiers starting at $39/user/month.
Score Rationale
The presence of a functional free plan and clear, public pricing without hidden setup fees merits a high score.
Supporting Evidence
Paid plans are clearly priced at $39 (Essentials) and $59 (Business) per user/month. Essentials Plan $ 39 Per Month... Business Plan $ 59 User/Month
— softwaresuggest.com
Offers a 'Free Plan' including 5 quotes per month and e-signatures. Our plans start at $0... Free Plan: 5 quotes per month. 1 user. e-signatures.
— quote.cloud
9.5
Category 5: Travel Industry Specialization
What We Looked For
We look for niche-specific features that tailor the software to vertical markets, specifically travel agencies.
What We Found
QuoteCloud distinguishes itself with deep integrations for Sabre GDS and Tramada, allowing the direct import of travel itineraries into proposals.
Score Rationale
This is a standout differentiator; few general proposal tools offer native GDS integrations for the travel sector.
Supporting Evidence
Supports Tramada Mid-Office integration for travel consultants. QuoteCloud is integrated with Tramada Mid-Office.
— quote.cloud
Integrates directly with Sabre GDS to import and enhance travel itineraries. Itineraries created with Sabre GDS can be opened directly in QuoteCloud
— quote.cloud
8.8
Category 6: Integrations & Ecosystem Strength
What We Looked For
We evaluate the breadth of native integrations with CRMs, accounting software, and automation platforms.
What We Found
The platform supports a wide range of integrations including Salesforce, HubSpot, Xero, and QuickBooks, plus Zapier for broader connectivity.
Score Rationale
A solid score reflects the wide variety of major CRM and accounting integrations available, covering most business needs.
Supporting Evidence
Connects to thousands of apps via Zapier. Integrate Microsoft Outlook with QuoteCloud... Integrate Jobber with QuoteCloud
— zapier.com
PandaDoc is a powerful sales proposal tool specifically designed for B2B SaaS companies. It allows users to create, customize and send professional sales proposals in mere minutes, addressing the need for efficiency, personalization, and scalability in the fast-paced SaaS sales environment.
PandaDoc is a powerful sales proposal tool specifically designed for B2B SaaS companies. It allows users to create, customize and send professional sales proposals in mere minutes, addressing the need for efficiency, personalization, and scalability in the fast-paced SaaS sales environment.
STREAMLINED PROCESS
CRM INTEGRATION
Best for teams that are
Scaling sales teams needing an all-in-one solution for proposals, quotes, and contracts
Businesses requiring robust workflow automation and deep CRM integrations
Skip if
Teams primarily managing complex, high-volume RFP responses
Users seeking a purely web-based, microsite experience rather than documents
Expert Take
Our analysis shows PandaDoc successfully bridges the gap between simple e-signature tools and complex contract management systems. Research indicates it is particularly strong for sales teams due to its native CPQ capabilities and deep CRM integrations. While the billing policy is rigid, the platform's 'Unicorn' status and $100M ARR demonstrate massive market trust. We are particularly impressed by its security stack, which includes SOC 2 Type II and HIPAA compliance, making it a viable choice for regulated industries.
Pros
Unlimited e-signatures and document uploads on paid plans
Intuitive drag-and-drop editor with 450+ templates
SOC 2 Type II and HIPAA compliant security
Deep native integrations with Salesforce and HubSpot
Real-time document tracking and analytics
Cons
Strict no-refund policy for cancellations
Editor performance lags with large/complex documents
Advanced features (CPQ, API) locked in Enterprise
Phone support requires paid Premium add-on
Salesforce integration often requires higher tier
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Proposal Tools for B2B SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of document automation features, including editor flexibility, template variety, and advanced sales tools like CPQ.
What We Found
PandaDoc offers a robust drag-and-drop editor, over 450 templates, and native CPQ capabilities, though advanced logic is reserved for higher tiers.
Score Rationale
The score is high due to the comprehensive feature set including unlimited e-signatures and CPQ, but capped by the restriction of conditional logic to Enterprise plans.
Supporting Evidence
Advanced features like CPQ (Configure, Price, Quote) and smart content are available but often require Business or Enterprise tiers. Enterprise Plan... Key Features: Everything in the Business Plan, plus: CPQ (Configure, Price, Quote) for sales efficiency.
— certinal.com
Paid plans include unlimited document uploads and e-signatures. Unlimited document uploads and e-Signatures.
— pandadoc.com
Platform includes over 450 templates and a drag-and-drop editor for proposals, quotes, and contracts. PandaDoc's template library contains over 450 templates... The drag-and-drop interface allows you to easily add text, images, and other elements.
— pandadocconsultant.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's market standing, user base size, financial stability, and industry recognition.
What We Found
PandaDoc is a market leader with 'Unicorn' status ($1B+ valuation), over 56,000 customers, and $100M in Annual Recurring Revenue.
Score Rationale
Achieving $100M ARR and a $1B valuation places it in the top tier of SaaS providers, justifying a near-perfect credibility score.
Supporting Evidence
The company reached a $1 billion valuation following its Series C funding. PandaDoc reached a $1 billion valuation following its funding round in September 2021.
— sacra.com
PandaDoc has achieved $100 million in Annual Recurring Revenue (ARR) and serves over 56,000 customers. PandaDoc... is thrilled to announce that it has achieved a significant milestone of $100 million in Annual Recurring Revenue (ARR)... empowered over 56,000 customers.
— pandadoc.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface speed, and the quality of customer support interactions.
What We Found
Users consistently praise the intuitive interface and ease of setup, though performance issues with large documents and gated phone support impact the experience.
Score Rationale
While the UI is widely celebrated for simplicity, documented lag with complex documents and support being tiered prevents a score in the 9s.
Supporting Evidence
Users report UI lag when editing large or complex documents. In the Pandadoc sometimes UI becomes laggy when editing large documents with the complex layouts and also it takes little bit time to reflect on the UI.
— g2.com
Reviewers highlight the platform's user-friendliness and intuitive drag-and-drop editor. People appreciate the platform's user-friendliness, highlighting its ease of use... Many consumers find it simple to add templates and create custom designs.
— trustpilot.com
8.4
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, hidden costs, contract flexibility, and the fairness of billing policies.
What We Found
Pricing is competitive starting at $19/user, but strict no-refund policies and add-on costs for essential integrations (Salesforce) reduce overall value transparency.
Score Rationale
The score is lowered by the rigid billing policy and the fact that key integrations and 24/7 phone support are often paid add-ons or locked to higher tiers.
Supporting Evidence
The company enforces a strict no-refund policy, even for accidental renewals. However, no refunds (prorated or otherwise) are provided upon cancellation. In the interest of fairness to all of our clients, no exceptions will be made.
— pandadoc.com
Plans start at $19/user/month (Starter) and $49/user/month (Business) when billed annually. Starter. $19 user/mo billed annually... Business. $49 user/mo billed annually.
— pandadoc.com
9.5
Category 5: Security, Compliance & Data Protection
What We Looked For
We verify industry-standard certifications and compliance with regulations like HIPAA, GDPR, and SOC 2.
What We Found
PandaDoc maintains top-tier security standards including SOC 2 Type II certification, HIPAA compliance, and adherence to GDPR and eIDAS regulations.
Score Rationale
The presence of SOC 2 Type II, HIPAA, and QES (Qualified Electronic Signature) support indicates a security posture suitable for highly regulated industries.
Supporting Evidence
The platform supports Qualified Electronic Signatures (QES) for EU compliance. PandaDoc also supports Qualified Electronic Signatures (QES), the highest standard of e-signature under the EU's eIDAS regulation.
— pandadoc.com
PandaDoc is SOC 2 Type II certified and HIPAA compliant. PandaDoc is SOC 2 Type II certified... PandaDoc is compliant with HIPAA and the Privacy Rule.
— pandadoc.com
9.1
Category 6: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth and breadth of native integrations with CRMs, payment gateways, and other business tools.
What We Found
The platform offers deep native integrations with major CRMs like Salesforce and HubSpot, plus payment gateways like Stripe, though some are gated to higher plans.
Score Rationale
The ecosystem is extensive and mature, but the requirement to upgrade to Enterprise or pay extra for Salesforce integration slightly impacts the score.
Supporting Evidence
Salesforce integration and API access are often restricted to Enterprise or as paid add-ons. PandaDoc pricing usually contains hidden fees like API access... which are only accessible on their top-tier plans.
— certinal.com
Integrations include Salesforce, HubSpot, Pipedrive, Stripe, PayPal, and Zapier. PandaDoc offers embedded integrations with critical tools like Hubspot, Saleforce and Pipedrive... Collect credit card and ACH payments within your sales documents.
— pandadoc.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Gated customer support: 24/7 phone support and faster response times are locked behind a 'Premium Support' add-on, leaving standard users with slower email/chat options.
Impact: This issue caused a significant reduction in the score.
Rigid billing and no-refund policy: Multiple sources cite complaints regarding the refusal to refund accidental renewals or unused subscription time, with the policy explicitly stating 'no exceptions'.
Impact: This issue resulted in a major score reduction.
The 'How We Choose' section for Sales Proposal Tools for B2B SaaS Companies outlines the research methodology employed to evaluate and rank various products, including Proposify, Qwilr, PandaDoc, Loopio, and Better Proposals. Key factors considered in the evaluation process include product specifications, feature sets, customer reviews, ratings, and overall value for money. Specific considerations that influenced the selection process involve the tools' usability, integration capabilities with existing systems, and the quality of customer support. Rankings were determined by analyzing comprehensive data from multiple sources, including user feedback and expert reviews, while also assessing the price-to-value ratio to ensure that each recommended product delivers effective solutions for B2B sales proposals.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of B2B sales proposal features.
Rankings based on analysis of user reviews, expert insights, and product specifications.
Selection criteria focus on key functionalities and performance metrics pertinent to sales proposal tools.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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