PandaDoc earned the highest Likelihood to Recommend score in G2’s Spring 2026 Proposals Category, with 93% of reviewers saying they would recommend the platform to other businesses. PandaDoc also ranked first in the Proposal Grid, and it earned the top spot in both the Small Business and Mid Market Grids for Proposal Software.

Teams use these rankings to find proposal software that actually works for their needs. When proposal software slows reps down or creates formatting problems, your team pays for it in lost deals and delayed revenue.

G2’s Spring 2026 rankings indicate that PandaDoc is the market leader in areas that teams care about most. In everything from setup and support quality to implementation speed and ease of use, PandaDoc is the best fit for ambitious, growing businesses.

Key takeaways

• PandaDoc earned the highest “Likelihood to Recommend” score (93%) in G2’s Spring 2026 Proposals category.
  
• PandaDoc received strong usability scores from verified G2 reviewers for both Ease of Use (91%) and Ease of Setup (90%).
  
• PandaDoc also rated highly in other G2 categories, including Contract Management, Document Generation, and e-Signature Software.

See why G2 users voted PandaDoc the #1 contract management software for SMBs.

What the 91% support rating actually means when deals are on the line

Support scoring differs for sales teams from other departments, where it might be considered more of a customer service metric.

Sales support is directly related to profitability. If users have a question or if the system goes down, having fast access to support can be the difference between sending a quote and completely losing an opportunity. Because deals move quickly and sales teams compete with other vendors, the ability to access vendor support and resolve issues carries more weight.

PandaDoc, Proposify, and Conga Composer all rank above 90% in support quality.

“As a small company with 21 employees, we can’t afford to waste time learning overly complex software or paying for features we’ll never use. PandaDoc’s balance of usability and functionality fits us perfectly. Anytime we’ve run into questions—whether about templates, integrations, or billing—the PandaDoc support team has been responsive, knowledgeable, and genuinely committed to helping us succeed.” –Jamie B., HR Recuriter

Your team needs support when deals are moving fast

While all three platforms received strong support scores from G2 reviewers, support availability and escalation coverage still vary significantly by vendor or service tier.

• PandaDoc offers 24/7/365 chat support, along with Premium Support plans that include phone access, assigned technical specialists, and more.
  
• Proposify support is limited to weekday business hours: Monday through Thursday from 8 AM to 8 PM EST, and Friday from 8 AM to 4 PM EST.
  
• Conga Composer customers can access 24/7 technical support only through upgraded support packages, and response times will vary based on issue severity.

If you’re evaluating proposal software, support availability is a bigger deal than it sounds — especially during a high-pressure close.

Simple setup means fewer support calls

While access to support is a factor, it’s also worth considering how often the team needs to contact support in the first place.

Proposal platforms with difficult onboarding processes or complicated workflow configurations can take longer to implement. Reps shouldn’t be spending more time troubleshooting issues and configuring systems than actually selling.

That’s part of what makes onboarding and setup scores valuable during software evaluations. PandaDoc (90%) had the highest rankings in G2’s Ease of Setup scoring, while Proposify (87%) and Conga (83%) trailed slightly behind.

However, keep in mind that both cost and coverage may be unexpected factors in dedicated onboarding processes. For example, PandaDoc offers a variety of onboarding packages that include launch calls, document conversions, template reviews, and training. Meanwhile, Proposify only offers paid ($3,900+) onboarding for customers on the Business plan, and Conga offers very limited onboarding options.

Depending on your tech stack and how deeply your proposal solution needs to integrate with other software tools (CRMs, payment gateways, operational workflows, etc.), getting up and running quickly may be easier said than done.

Choosing a solution that is easy to set up and works well with other technology in your stack means that you’re less likely to need support in the first place.

Sales reps care more about ease of use than features

Most proposal platforms have plenty of features. The problem is when reps can’t figure out how to use them. That’s one reason that G2’s Ease of Use scoring carries so much weight during a software evaluation.

Proposal platforms need to support fast-moving revenue operations without creating unnecessary hurdles for sales reps and customers. Otherwise, the software becomes more of a hindrance, leading to inefficient use or total abandonment.

Sales reps route around difficult software

If the proposal software is difficult to use or doesn’t integrate well with the company’s existing deal flow, sales reps are more likely to avoid using it.

Unfortunately, this creates a fundamental conflict between the software and the team. For the software to generate value, reps need to use it. However, if the platform is too cumbersome or complicated, reps may seek shortcuts and workarounds outside the system to move deals forward.

When that happens, fragmented workflows become more common. Rather than using templates with approved language and media, proposals suffer from poor formatting. If the proposal software doesn’t track documents, that visibility disappears. Follow-ups become easier to miss.

G2’s Ease of Use scoring takes this feedback into account and presents it for consideration before businesses sink time, money, and effort into a new proposal.

That’s not a problem with PandaDoc; the platform received high usability scores for both Ease of Use (91%) and Ease of Setup (90%).

Complex workflows slow down revenue teams

Most proposal solutions come with a selection of workflow tools, but solutions that don’t mesh with the existing sales processes can force teams to slow down.

For example, if proposal software requires excessive manual input or constant administrative oversight, reps can spend more time managing documents than advancing deals. Any additional maintenance work around workflows and data correction also tends to fall on RevOps teams, creating additional workloads.

Versatile proposal platforms like PandaDoc offset this complexity by integrating with CRMs and other tools that teams often use. Doing so simplifies proposal flows and allows teams to use built-in solutions (approval processes, product catalogs, etc.) to send proposals more efficiently.

G2’s Report for Proposal | Spring 2026

Part of a broader pattern in PandaDoc’s Spring 2026 G2 rankings

While PandaDoc’s top marks in the Proposal Software category are notable, they’re part of a much broader collection of wins that the company saw this spring.

Overall, PandaDoc received strong placement across a variety of adjacent categories, which is important for sales and RevOps teams evaluating long-term software investments.

Here’s where PandaDoc saw the greatest success in G2’s Spring 2026 rankings:

• Proposal software. PandaDoc earned the #1 position for Proposal Software and ranked first in the Small and Mid Market Grids, indicating a strong fit for these business sizes.
  
• Contract management. PandaDoc ranked #1 overall in G2’s Contract Management category, demonstrating broad adoption across revenue and document operational workflows.
  
• Document generation. Small business reviewers ranked PandaDoc #2 for document generation processes tied to proposal creation, approvals, and customer-facing sales documents.
  
• E-signature workflows. PandaDoc earned #2 placement in e-signature rankings, reflecting continued adoption across agreement and document completion processes.
  
• Sales software momentum. As part of G2’s broader sales software rankings, PandaDoc was included as a Momentum Leader and achieved a Top 5 placement among G2’s Top 50 Sales Software Products.

Strong placement across those categories tells you PandaDoc can support your team across the full deal cycle.. Teams can effectively use PandaDoc to create, approve, send, track, and finalize most business documents without needing to leverage dedicated or single-use products.

As teams continue to consolidate software throughout the sales process, consistency across related categories becomes more important during product evaluations.

What G2 rankings actually measure for sales teams

For sales and RevOps teams, proposal software is an operational necessity. The right solution helps teams speed up document creation, increase deal velocity, and optimize the quote-to-cash process. When the software fails or causes issues, the sales process slows, making it easier for reps to make mistakes.

G2 rankings help buyers evaluate how a particular software operates. Reviews are sourced from verified buyers and updated quarterly, so shoppers can understand how software performs, rather than relying on legacy data or a lifetime of cumulative rankings.

Potential buyers can compare G2 rankings to better understand how a product performs in certain areas, what support it offers, and where it might become an operational liability.

For proposal software specifically, categories like ease of use, setup experience, or support quality often matter just as much as product capabilities. If the software is hard to use, the platform can become a major blocker to profitability and long-term financial success.

See why sales teams choose PandaDoc

Sales teams need proposal solutions that help them push deals forward and stay abreast of existing opportunities. However, the platform that the team uses to build, approve, send, and track documents impacts the quality and stability of the sales pipeline.

PandaDoc’s Spring 2026 G2 rankings reflect how verified users evaluated the platform across those day-to-day workflows. Reviewers gave PandaDoc top marks for usability, setup experience, overall satisfaction, and long-term platform adoption across sales environments.

Want to check it out for yourself?

You can explore PandaDoc’s proposal tools, document workflows, integrations, and automation firsthand by signing up for a free 14-day trial or a personalized demo with a product specialist. Get in touch and we’ll show you how PandaDoc fits into your sales process.  

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