# Proposal Kit Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Proposal Kit the right Proposal Management solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/127728/Proposal-Kit/reviews

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Proposal Kit

4.7 (20)

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Last updated March 13th, 2026

# Reviews of Proposal Kit

Ease of use

4.5

Customer Service

4.9

## Showing most helpful reviews

Showing 1-20 of 20 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Chris D.  
Founder, CTO  
Computer & Network Security  
Used the software for: 2+ years

### "Top Quality with multiple benefits"

January 7, 2019

5.0

When prospects ask me for general information I'm able to pull a few pages from the master quote I created without the need to have a brochure or similar. The content of the proposals has also been helping me in my company's website content. The staff are extremely helpful and quick to respond!

Pros

Easy to use with integrations to software I already have in place (MS-Office & Quotewerks). I've always struggled with formatting my quotes in addition to content but Proposal Kit makes that a snap, I more or less just need to worry about the details and not the layout.

Cons

I wish there was more integration options with Quotewerks but they are always improving it.

Review Source

RP

Richard P.  
Owner  
Online Media  
Used the software for: 2+ years

### "Proposal Kit saved time and money"

January 19, 2017

5.0

I've been using Proposal Kit Pro in my media production company for years now and just last week I closed one of the biggest deal. Not only the proposal but also the contracts. The client had a big time Boston Law firm review the contract and tell me that it was the most comprehensive and balanced agreement they'd ever seen. Of course they had to make a change or two so the client had reason to use them but nothing of major significance. The attorney whispered to me after that even without their small changes it was a solid contract and they would charge thousands of dollars to create the same. He then asked who was my attorney. Use this product once and it will pay for itself 10 fold.

Pros

The quality and variety of the content.

Cons

Not enough actual content examples. I not a great writer and having more actual usable examples of content would help me.

Review Source

Response from Proposal Kit

December 8, 2017

12/8/2017 - Just an update to our last response. Our 2018 editions have been released and we added over 550 pages of new sample content (now there are over 2400 pages of samples in 200 completed sample proposals, business plans, RFPs and other samples). ---- Thanks for the review Richard. Actually many legal firms purchase our Proposal Kit and use our contract templates (and then charge their clients for the legal advise and editing). There are also over 1900 pages of written out sample content. This is all found in the "Sample Proposals" section of the Proposal Kit. There are 165 sample proposals, business plans, etc. included (making up that 1900 pages). And we have hundreds more completed sample pages on the way in future updates. Other proposal products usually have just a couple (maybe 2 or 3) completed samples. Ours has by far more sample content than any other proposal product or service. If you ever need help finding that material in the package let us know.

tB

tevye B.  
  
Marketing and Advertising  
Used the software for: 2+ years

### "Proposal kit has really helped me in my varied business adventures"

January 19, 2017

4.0

I first purchased Proposal Kit in 2010. It has an enormous number of letters, forms, spreadsheets, proposals, etc. At first it was a little overwhelming at first since I was new to using formal business communications. Also the system includes a program that assists you in creating more complex documents which took a short while to figure out. Once I got the 'lay of the land' and found the documents I needed I saw that they addressed issues I never thought of which is a real help. PROS: very comprehensive document toolkit that I have used over the years as templates for proposals and letters. It also gets me past the 'blank page' problem since I can find a document that I can modify for just about any situation. CONS: It takes more than a minute to get used to the software that assembles the documents, although, considering the number of documents, in the end, I was glad I spent the time.

Pros

PROS: very comprehensive document toolkit that I have used over the years as templates for proposals and letters. It also gets me past the 'blank page' problem since I can find a document that I can modify for just about any situation. It's a great price for what you get

Cons

CONS: It takes more than a minute to get used to the software that assembles the documents, although, considering the number of documents, in the end, I was glad I spent the time.

Review Source

Response from Proposal Kit

January 19, 2017

Thanks for the review Tevye. One thing to remember is we do have a great support department that will help answer any questions you have with any of the materials and software features to help get over those learning curves.

GA

Ghislain A.  
President  
Information Technology and Services  
Used the software for: 2+ years

### "Proposal Kit Professional "

June 10, 2021

5.0

I have been using Proposal Kit Professional for the past ten years, and it has been an excellent product for my business. It helps me create about 150 winning proposals for several clients in the technology, real estate, and private arena. Proposal Kit Professional allows me to expand my business portfolio and create top-notch proposals in a quickly and organized manner. Today I am adding the Proposal Pack Children #2 to start my first proposal with a renowned NGO. Thank you, Proposal Kit, for continuously improving your product and standing by it.

Pros

The product was easy to use and the integration was easy with my business process.

Cons

For the past ten years , I have not experience any issue with the software.

Review Source

Response from Proposal Kit

June 12, 2021

Thank you for the review Ghislain, glad to hear its worked out well for you all these years.

CB

Carmen B.  
CEO  
Marketing and Advertising  
Used the software for: 2+ years

### "Proposal Kit Helped Me Start My Consultant Business!"

January 19, 2017

5.0

I had just gotten out of the military and I decided to start my own business and work for myself. I had no idea I would gain such a fast and large list of clients through present relationships and referrals. I needed an office staff, legal team and personal assistant STAT! But, I was just starting out and didn't have the funds for that. I started looking up templates for forms and documents and found Proposal Kit... that was seven years ago and I still use them today! If you need help, try Proposal Kit, you will love it!

Pros

Variety of products available.

Review Source

Response from Proposal Kit

January 19, 2017

Thanks for the great review Carmen. Those are the kind of reviews we like to see that show how you got started with it and have continued to use it for all these years.

SM

Scott M.  
President  
Construction  
Used the software for: 2+ years

### "Construction pack"

January 18, 2017

5.0

Were a small carpentry company that is using the construction proposal pack for 8 years, couldn't begin to count how many jobs we've gotten because of the professional look of our proposals.

Pros

Professional look

Cons

Sometimes had to operate for a Microsoft Word novice like myself

Review Source

Response from Proposal Kit

January 18, 2017

Thanks for the review Scott. We've been improving the software every year since you got it 8 years ago so you should see a lot of ease of use improvements since then.

YLN

Yong Long N.  
Sales Director  
Computer Software  
Used the software for: 2+ years

### "Protect your software investment."

January 20, 2017

4.0

I had been using Proposal Kit since 2013. The product is helping my work incredibly. The added benefits from using PPK was the constant improvement and upgrade provided by Cybersea that has protected my investment..

Pros

Comprehensive, upgrade path protect investment.

Cons

None.

Review Source

Response from Proposal Kit

January 20, 2017

Hi Yong, thanks for the review. You'll see even more improvements in the new 2017 release that just came out.

KC

Katherine C.  
Manager  
Health, Wellness and Fitness  
Used the software for: 2+ years

### ""Great professional software to use for an affordable price ""

June 29, 2017

5.0

How to put together an professional proposal.

Pros

It gives you a variety of templates that fits your need. Users friendly. If you need guidance on the product you get an quick response back. Great customer services.

Review Source

Response from Proposal Kit

June 29, 2017

Thanks for the review Katherine, so glad you like it and its been working well for you the last couple years.

RB

Robert B.  
Owner  
Computer Software  
Used the software for: 2+ years

### "Proposal Kit review"

October 22, 2016

5.0

As an independent consultant, I have been using the Proposal Kit software since v5.0 and it has helped me land many lucrative contracts. My clients, in particular, are impressed with the concise project quotes and project management capabilities this software offers. In addition, the support Ian Lauder and his staff provides when issues arise is second to none!!

Pros

Easy to use and contains everything I need as an independent consultant to provide my clients with top notch proposals, contracts and project management.

Cons

I haven't found any yet.

Review Source

Response from Proposal Kit

October 22, 2016

Thanks for the review Robert. Looking back I see you've been using our Proposal Kit products since 2002 - about 15 years now.

JR

Joy R.  
  
  
Used the software for:

### "Great Resource for Entrepreneurs "

February 20, 2017

5.0

I have been using Proposal Kit Professional for seven years. We have use it for everything from proposals for clients from the Fortune 500 to small business as well as for our NDA's, EULA - End User License Agreement and contracts. The wizard saves a tremendous amount of time and it's really easy to create templates for almost any type of contract, proposal, or form. We love it because it insures that we are consistent in our processes, corporate messaging, and branding. I highly recommend the product and the company which has excellent customer service and support. I've sent numerous friends and colleagues to purchase Proposal Kit. You can't beat it for value and convenience.

Review Source

Response from Proposal Kit

February 20, 2017

Hi Joy, thank you for the review. Its great to hear how long you have been using the package and how much use you get out of it.

LB

Leslie B.  
Business Consultant  
  
Used the software for: 2+ years

### "Working with this product is the best, quickest way to complete my proposals"

December 4, 2017

5.0

I've earned more than $100,000./yr using this software when required.

Pros

Most of the work is done for you. All I had to do was fill in the missing pieces. It is all neatly ordered and comes with the add-ons like confidentiality agreement, cover letter and table of contents which saves on time and work.

Cons

I can't say I found anything wrong with the software, it takes care of essential writing without the time consuming factor.

Review Source

VR

Verified Reviewer  
Founder  
Management Consulting  
Used the software for: I used a free trial

### "Early days, but looks good"

November 29, 2018

4.0

Pros

Just getting to grips with Proposal kit but so far so good - looks like new content has just been added so plenty to look through!

Cons

Not much so far, although it takes a few mins to grasp everything thats going on - this is, in fairness, partly to do with this being new to us.

Review Source

Response from Proposal Kit

November 30, 2018

Thanks for the review. If you used the demo version off our site you'll find far more material once its paired with a full package of thousands of templates and hundreds of samples. Also, next years 2019 edition will be out soon with major upgrades and new features.

YZ

Yev Z.  
  
  
Used the software for:

### "Helped me get a project"

January 19, 2017

4.0

I found Proposal Kit a little over two years ago when I needed to create a very extensive proposal for a project. I struggled with integration of Proposal Kit into my word processor, however, I was able to manage to use the sample proposal content and to incorporate it into my proposal. I was able to create an amazing proposal that I felt very confident about.

Review Source

Response from Proposal Kit

January 19, 2017

Thank you for the review Yev. Just a note that you do have the basic novice edition of our proposal software so most of the features are not available. Also, support is included so there should be no need to struggle with any setup which usually only takes a few minutes to install. If you ever need help with anything just use our support system.

VE

Vidal E.  
  
  
Used the software for:

### "Client Proposal we only use"

March 12, 2017

5.0

We have been using Client Proposal Kit for that last 3 years These is the only software we use for our Accounting Firm and other business - the information and versatility has given us a great advantage over other firms We are in the process of upgrading our systems and we will not think twice on not continue using Proposal Kit Software

Review Source

Response from Proposal Kit

March 13, 2017

Thanks for the review Vidal, great to hear its been working out so well for you.

AS

Alex S.  
Public Relations Manager  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great, affordable software"

November 28, 2018

5.0

Pros

Love the automatic formatting and the document management. With so many content examples, we feel like we never have to start from scratch or reinvent anything. It's made our lives very easy.

Cons

There's so many functions available, there can be a bit of a learning curve at the beginning.

Review Source

Response from Proposal Kit

November 30, 2018

Thanks for the review Alex. Also, with the 2019 edition coming out next month all of the document formats will be updated and a number of major new software features will be added.

JD

Jeremy D.  
  
  
Used the software for:

### "Great proposals, contracts, and agreements that save you time, money, and sanity!"

October 10, 2016

5.0

I have used proposal kit for over a decade. Whenever my business needs a professional bid or contract Proposal Kit has just what I need. This package helps you work smarter and manage your valuable time & sanity. I highly recommend using this outstanding product!

Review Source

MS

Mohamed S.  
  
  
Used the software for:

### "Great Product! Great Pricing!"

January 19, 2017

5.0

We have been using the proposal kit since 2008. We find it very useful in our daily business transactions. It has helped us create professional agreements and proposals. By using this product it has saved us hundreds of dollars we would have had to spend via a legal team! Highly recommend this product.

Review Source

Response from Proposal Kit

January 19, 2017

Hi Mohamed, thanks for the review. Great to hear you have been making use of it for so long for both contracts and proposals.

NB

Nathan B.  
  
  
Used the software for:

### "Great Value"

March 27, 2017

4.0

It was a bit challenging at first to get the product to provide the exact functionality i was looking for, simply because it is so comprehensive. But after I got the hand of it, I found it to be extremely useful.

Review Source

Response from Proposal Kit

March 28, 2017

Thanks for the review Nathan, great to hear how well it worked out for you.

DS

Derrick S.  
  
  
Used the software for:

### "Proposal kit is very user friendly"

January 20, 2017

4.0

Proposal kit software is very user-friendly. I'm very happy I purchase this product. I have been able to put together my business proposals in no time.

Review Source

Response from Proposal Kit

January 20, 2017

Great to hear its worked out for you Derrick.

AK

Allen K.  
  
  
Used the software for:

### "Allen K Review"

January 19, 2017

5.0

Outstanding software easy to use and gets the projects done one time without errors. Very good formatting of the project with a very high professional output.

Review Source

Response from Proposal Kit

January 19, 2017

Hi Allen, thanks for the review.

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