# Best CPQ Software for Small Business

## How Many CPQ Software Products Does G2 Track?

**Total Products under this Category:** 282

### Category Stats (Aug 2026)

- **Average Rating:** 4.45/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CPQ Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 19,000+ Authentic Reviews
- 282+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for CPQ Software
 ![G2 Grid® for CPQ Software plotting products by satisfaction and market presence](https://www.g2.com/categories/cpq/grids.png?focus%5B%5D=536&focus%5B%5D=4036&focus%5B%5D=296&focus%5B%5D=19019&focus%5B%5D=44734&focus%5B%5D=14268&focus%5B%5D=2290&focus%5B%5D=2330)

Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), PandaDoc, SAP CPQ, DealHub AI, EZLynx, Qwilr, Experlogix CPQ, and QuoteWerks.

Underlying data: [Grid® JSON](https://www.g2.com/categories/cpq/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=pandadoc&focus%5B%5D=sap-cpq&focus%5B%5D=dealhub-ai&focus%5B%5D=ezlynx-ezlynx&focus%5B%5D=qwilr&focus%5B%5D=experlogix-cpq&focus%5B%5D=quotewerks&segment=small-business)

**Sponsored**

### PandaDoc

PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=26&secure%5Bchosen_at%5D=2026-08-24T10%3A13%3A13Z&secure%5Bdisplayable_resource_id%5D=26&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=26&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=4036&secure%5Bresource_id%5D=26&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcpq%2Fsmall-business&secure%5Btoken%5D=9c6242d966544080a1f8180dc1c55edb4d8adf98b01f7f22188409d12b0b19b5&secure%5Burl%5D=https%3A%2F%2Fwww.pandadoc.com%2Flp%2Fcpq-software%2F%3Futm_source%3Dg2%26utm_medium%3Dreview_sites%26utm_campaign%3Dg2-clicks-cpq&secure%5Burl_type%5D=custom_url)

### [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews)

Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s revenue lifecycle management solution for managing pricing, quoting, contracts, billing, and revenue operations on the Salesforce platform. It helps companies automate quote-to-cash workflows, support complex pricing and hybrid revenue models, and keep sales and finance teams aligned from quote through invoice. Agentforce Revenue Management is built for businesses that need more than basic quote or proposal creation. Teams use it to configure products, apply pricing and discount rules, manage approvals, generate accurate quotes, connect contract terms, and support downstream billing and invoicing. It is designed for small business to enterprise companies with complex product catalogs, subscriptions, usage-based pricing, renewals, partner selling, self-service buying, and governed revenue processes. Because it is built on Salesforce, Agentforce Revenue Management connects revenue workflows with customer data, sales processes, reporting, approvals, and automation across the Salesforce platform. Its headless capabilities also allow companies to expose revenue workflows through APIs, agents, and digital channels — so pricing, quoting, approvals, and billing processes can run wherever customers, sellers, and partners work. Agentforce Revenue Management differs from lightweight quoting or proposal tools because it manages the revenue workflow behind the quote. It is designed to govern the full quote-to-cash process, including product configuration, pricing, approvals, contracts, billing alignment, renewals, and revenue operations. The solution is best suited for growing businesses, mid-market companies, and enterprises that sell through multiple sales channels and use more than one pricing model, often called hybrid pricing. Smaller teams with simple pricing or one-off proposals may prefer lightweight quoting or proposal software. Companies with complex pricing, subscriptions, usage-based models, approvals, renewals, multi-channel selling, or billing handoffs are better suited for a revenue lifecycle management platform like Agentforce Revenue Management. FAQ: What is Agentforce Revenue Management? Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s solution for managing the revenue lifecycle, including pricing, quoting, contracts, billing, and quote-to-cash workflows. Is Agentforce Revenue Management the same as Salesforce CPQ? Agentforce Revenue Management includes CPQ capabilities but goes beyond CPQ. Salesforce CPQ focuses on configuring products, pricing deals, and generating quotes. Agentforce Revenue Management supports a broader revenue lifecycle, including quoting, contracts, orders, billing, invoicing, and revenue operations. Who uses Agentforce Revenue Management? Sales, revenue operations, finance, IT, and operations teams use Agentforce Revenue Management to manage complex pricing, quote approvals, contract terms, billing handoffs, renewals, and revenue workflows. What problems does Agentforce Revenue Management solve? It helps companies reduce manual quote-to-cash work, improve quote accuracy, enforce pricing and approval rules, connect sales and finance processes, and manage complex revenue models such as subscriptions, renewals, usage-based pricing, and multi-channel selling. How is Agentforce Revenue Management different from Proposify, Quoter, or PandaDoc? Proposify, Quoter, and PandaDoc are lighter-weight tools for creating, sending, tracking, or signing quotes and proposals. Agentforce Revenue Management is built for governed revenue execution, including pricing rules, product configuration, approvals, contracts, billing alignment, and quote-to-cash operations.

**Average Rating:** 4.2/5.0

**Total Reviews:** 1,408

#### How Do G2 Users Rate Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.0/10)
- **Workflow Management:** 7.9/10 (Category avg: 8.4/10)
- **Contracts:** 8.2/10 (Category avg: 8.4/10)
- **Pricing Administration:** 7.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Salesforce Developer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 45% Medium, 33% Large

#### What Do G2 Reviewers Say About Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Agentforce Revenue Management, streamlining processes and enhancing collaboration effortlessly.
- Users value the **streamlined quote-to-cash process** of Agentforce Revenue Management, enhancing collaboration and efficiency across teams.
- Users value the **efficiency** of Salesforce Revenue Cloud, which streamlines revenue processes and enhances collaboration across teams.
- Users value the **automation** capabilities of Agentforce Revenue Management, simplifying and enhancing their revenue lifecycle processes.
- Users value the **rich features and customization** in Agentforce Revenue Management, simplifying product and pricing management.

##### Cons

- Users find the **learning difficulty** significant, often struggling with the platform's extensive features and customization options.
- Users find the **complexity** of Agentforce Revenue Management frustrating, making straightforward tasks cumbersome and slowing down processes.
- Users find the **complex setup** of Agentforce Revenue Management burdensome, hindering agility and requiring specialized knowledge for changes.
- Users find the **learning curve steep** due to niche skills required and complex features for new admins.
- Users find the **steep learning curve** of Agentforce Revenue Management challenging, requiring significant time and effort to master.

#### What Are Recent G2 Reviews of Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

**["Efficient and Reliable Tool for Complex Pricing and Billing"](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)**

**Rating:** 5.0/5.0 stars

_— Ankit C._

[Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)

**["Streamlined Complex Pricing and Revenue Workflows in Salesforce"](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894)**

**Rating:** 4.0/5.0 stars

_— Kapil S._

[Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894)

### [PandaDoc](https://www.g2.com/products/pandadoc/reviews)

PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3,548

#### How Do G2 Users Rate PandaDoc?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.9/10 (Category avg: 8.4/10)
- **Contracts:** 8.9/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind PandaDoc?

- **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc)
- **Company Website:** www.pandadoc.com
- **Year Founded:** 2011
- **HQ Location:** San Francisco, CA
- **Twitter:** @pandadoc  
18,428 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=40ca5f565283ec365ee9960a9ae5dd31d786fbaa6c410fe3d86b23a96392cfce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2211704%2F&secure%5Burl_type%5D=linkedin_company_website)  
883 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 68% Small, 26% Medium

#### What Do G2 Reviewers Say About PandaDoc?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in PandaDoc, highlighting its navigation and seamless signing process.
- Users value the **intuitive document management** of PandaDoc, enhancing workflow efficiency with secure and seamless approvals.
- Users appreciate PandaDoc's **intuitive editing tools** that enhance workflow efficiency and streamline document management.
- Users find PandaDoc to be **extremely user-friendly** , enhancing efficiency in managing documents and obtaining signatures.
- Users love the **simplicity of E-Signatures** in PandaDoc, making document signing straightforward for both parties.

##### Cons

- Users find the **missing features** like document expiration control and cell merging limitations frustrating in PandaDoc.
- Users find PandaDoc **expensive** , particularly regarding costs for online form submissions, limiting its practicality for small teams.
- Users find the **signature issues** challenging, highlighting difficulties with personal signatures and other formatting limitations.
- Users struggle with **difficult editing** , facing issues like skipping sections and limitations on real-time changes during collaboration.
- Users find **editing difficulty** in PandaDoc, with challenges in table formatting and live document adjustments.

#### What Are Recent G2 Reviews of PandaDoc?

**["Flexibility and Features Make PandaDoc a Winner"](https://www.g2.com/survey_responses/pandadoc-review-12933766)**

**Rating:** 5.0/5.0 stars

_— Ibrahim R._

[Read full review](https://www.g2.com/survey_responses/pandadoc-review-12933766)

**["Simplicity and Efficiency with PandaDoc"](https://www.g2.com/survey_responses/pandadoc-review-13236784)**

**Rating:** 5.0/5.0 stars

_— Douglas B._

[Read full review](https://www.g2.com/survey_responses/pandadoc-review-13236784)

#### What Are G2 Users Discussing About PandaDoc?

- [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments
- [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments
- [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments
- [How much does PandaDoc cost?](https://www.g2.com/discussions/how-much-does-pandadoc-cost) - 2 comments
- [Is PandaDoc really free?](https://www.g2.com/discussions/is-pandadoc-really-free) - 3 comments

### [SAP CPQ](https://www.g2.com/products/sap-cpq/reviews)

CallidusCloud CPQ makes your quoting and selling process simpler, faster and more profitable. Instead of sales reps spending hours or even days working on proposals, free their time for more selling activities. Sales reps can generate quotes and proposals while with a customer from any mobile device. Move your CPQ to ecommerce so customers can generate their own inquiries, configure the solution they are interested in, and place their order themselves. CPQ moves customers from interest to yes, faster.

**Average Rating:** 4.2/5.0

**Total Reviews:** 115

#### How Do G2 Users Rate SAP CPQ?

- **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 9.0/10)
- **Workflow Management:** 6.8/10 (Category avg: 8.4/10)
- **Contracts:** 7.8/10 (Category avg: 8.4/10)
- **Pricing Administration:** 6.8/10 (Category avg: 8.5/10)

#### Who Is the Company Behind SAP CPQ?

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Company Website:** www.sap.com
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP  
297,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 36% Medium, 35% Large

#### What Do G2 Reviewers Say About SAP CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficiency** of SAP CPQ, enhancing speed, accuracy, and control in the quoting process.
- Users value the **efficient pricing optimization** in SAP CPQ, enhancing accuracy and speeding up the sales process.
- Users value the **ease of use** of SAP CPQ, making expense logging and complex product configuration smooth and efficient.
- Users value the **automation** in SAP CPQ, enhancing efficiency and minimizing manual tasks for smoother sales processes.
- Users appreciate the **easy setup** of SAP CPQ, which simplifies initial configuration and enhances workflow efficiency.

##### Cons

- Users find the **complexity** of SAP CPQ's setup and interface a challenge, especially for those new to the system.
- Users experience a **steep learning curve** with SAP CPQ, making initial adaptation challenging for new sales reps.
- Users often experience **slow performance** , making the customization and setup process frustrating and less efficient.
- Users find the **UI/UX less intuitive** and the setup process challenging, impacting overall adoption and efficiency.
- Users often face **implementation difficulties** with SAP CPQ, requiring significant time and expertise to configure effectively.

#### What Are Recent G2 Reviews of SAP CPQ?

**["Streamlined Our Quote-to-Cash Process, But Requires Expert Customization and interface can be more friendly for a user who has 0 knowledge of SAP CPQ."](https://www.g2.com/survey_responses/sap-cpq-review-13143197)**

**Rating:** 4.0/5.0 stars

_— Anurag M._

[Read full review](https://www.g2.com/survey_responses/sap-cpq-review-13143197)

**["Streamlines Quoting with Powerful Automation"](https://www.g2.com/survey_responses/sap-cpq-review-13119644)**

**Rating:** 4.0/5.0 stars

_— vaibhavi s._

[Read full review](https://www.g2.com/survey_responses/sap-cpq-review-13119644)

#### What Are G2 Users Discussing About SAP CPQ?

- [What is SAP CPQ used for?](https://www.g2.com/discussions/what-is-sap-cpq-used-for)
- [What does CPQ mean in Salesforce?](https://www.g2.com/discussions/sap-cpq-what-does-cpq-mean-in-salesforce)
- [What does Salesforce CPQ allow you to do?](https://www.g2.com/discussions/sap-cpq-what-does-salesforce-cpq-allow-you-to-do)
- [What is a CPQ software?](https://www.g2.com/discussions/sap-cpq-what-is-a-cpq-software)
- [What is CPQ SAP?](https://www.g2.com/discussions/what-is-cpq-sap)

### [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews)

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

**Average Rating:** 4.7/5.0

**Total Reviews:** 851

#### How Do G2 Users Rate DealHub AI?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.0/10)
- **Workflow Management:** 9.0/10 (Category avg: 8.4/10)
- **Contracts:** 9.3/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind DealHub AI?

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** dealhub.ai
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO  
3,887 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website)  
322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Operations Manager, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Medium, 23% Small

#### What Do G2 Reviewers Say About DealHub AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users highly value the **responsive support** from DealHub AI, praising their thorough assistance and user-friendly tutorials.
- Users find DealHub AI to have an **intuitive interface** and quick onboarding, enhancing their sales processes effortlessly.
- Users benefit from the **efficiency** of DealHub AI, significantly improving their sales cycle and operational processes.
- Users value the **time-saving features** of DealHub AI, enhancing productivity with its intuitive interface and streamlined processes.
- Users commend the **seamless integrations** of DealHub AI, enhancing productivity and streamlining information processes effectively.

##### Cons

- Users find the **learning curve challenging** , making navigation and functionality feel cumbersome until fully acclimated.
- Users find that **limited customization** in DealHub AI requires workaround solutions and complicates their rollout processes.
- Users find a **steep learning curve** with DealHub AI, making it challenging for new users to master the platform.
- Users struggle with **missing features** in DealHub AI, leading to cumbersome workarounds and limitations in functionality.
- Users face **integration issues** with CRM, making the process challenging and time-consuming despite team support.

#### What Are Recent G2 Reviews of DealHub AI?

**["Clean dealroom user experience, with class leading onboarding covering a technically clunky product"](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)**

**Rating:** 4.0/5.0 stars

_— Thomas C._

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)

**["Great Tool Once You Get the Hang of It Helpful Platform for Sales Teams Easy to Use."](https://www.g2.com/survey_responses/dealhub-ai-review-13239010)**

**Rating:** 5.0/5.0 stars

_— Akash Y._

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13239010)

#### What Are G2 Users Discussing About DealHub AI?

- [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for)
- [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments
- [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments
- [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments
- [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub)

### [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews)

EZLynx is an AI-enabled agency management system and comparative rating platform built for independent insurance agencies. It combines real-time personal lines rating, policy management, automation, and client engagement tools in one cloud solution—helping teams reduce manual entry, automate workflows, and move faster from quote to bind. By unifying rating, service workflows, reporting, and a customer portal in a single platform, EZLynx helps agencies streamline operations, improve retention, and grow premium without adding complexity. Trusted by 37,000+ agencies nationwide, EZLynx includes: EZLynx Rating Engine: Get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Share data across apps to eliminate duplicate entry, compare rates side by side, and streamline cross-carrier remarketing. EZLynx Management System: Centralize quotes, policies, claims, documents, and tasks. Daily carrier downloads keep data current, enabling fast service, proactive renewals, and targeted remarketing with accurate information and organized workflows. Who it’s for: New and growing independent agencies Agency owners, principals, operations leaders, producers, and CSRs What it solves: Cross-carrier personal lines quoting without rekeying Commercial lines submissions - simplified Renewal remarketing and retention tracking Client self-service via a secure customer portal Reporting for productivity, growth, and compliance Automating manual workflows that slow service and sales How it’s different: AI-enabled automation for sales and service workflows AMS + rating on one platform keeps all your data in one system 48-state carrier connectivity for real-time quotes Built-in portal, reporting, and remarketing workflows Implementation and integrations: Cloud-based deployment with guided onboarding Integrates with carrier downloads, email, payments, and eSignature tools Let EZLynx automate the busywork so your team can sell, service, and grow your book of business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 709

#### How Do G2 Users Rate EZLynx?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.0/10)
- **Workflow Management:** 7.5/10 (Category avg: 8.4/10)
- **Contracts:** 7.5/10 (Category avg: 8.4/10)
- **Pricing Administration:** 6.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind EZLynx?

- **Seller:** [EZLynx](https://www.g2.com/sellers/ezlynx)
- **Company Website:** www.ezlynx.com
- **Year Founded:** 2003
- **HQ Location:** Lewisville, TX
- **Twitter:** @EZLynx  
1,128 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=952ce44d8089dfbdd71e53208201e795417476cf911fc89a633ed66dbd8edb45&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2745224&secure%5Burl_type%5D=linkedin_company_website)  
109 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Insurance Agent, Account Manager
- **Top Industries:** Insurance
- **Company Size:** 90% Small, 8% Medium

#### What Do G2 Reviewers Say About EZLynx?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of EZLynx, highlighting its straightforward data entry and efficient workflow.
- Users value the **efficiency** of EZLynx, enabling quick premium ratings and seamless management across multiple insurance types.
- Users value the **user-friendly interface** and diverse features of EZLynx that enhance client management and streamline operations.
- Users value the **integrated client management** features of EZLynx, enhancing efficiency and tracking for agency operations.
- Users appreciate the **efficient data management** in EZLynx, streamlining premium ratings and policy tracking across carriers.

##### Cons

- Users face **inaccuracy issues** with reports and quotes, requiring manual verification for accurate premium information.
- Users find the **reporting tools difficult and inconsistent** , making data manipulation time-consuming and frustrating.
- Users experience a **significant learning curve** with EZLynx, facing challenges in navigation and utilizing features effectively.
- Users find EZLynx's **limited features** insufficient for their needs, leading to considerations for alternative solutions.
- Users report **quoting issues** , such as errors preventing quotes and limited policy options, impacting their experience with EZLynx.

#### What Are Recent G2 Reviews of EZLynx?

**["An Efficient All-in-One Insurance Agency Platform"](https://www.g2.com/survey_responses/ezlynx-review-13106660)**

**Rating:** 5.0/5.0 stars

_— Luis P._

[Read full review](https://www.g2.com/survey_responses/ezlynx-review-13106660)

**["EZLynx: Clean UI, Strong Integrations, and Automation That Saves Time"](https://www.g2.com/survey_responses/ezlynx-review-13253514)**

**Rating:** 5.0/5.0 stars

_— Ivan Garret G._

[Read full review](https://www.g2.com/survey_responses/ezlynx-review-13253514)

#### What Are G2 Users Discussing About EZLynx?

- [How has EZLynx impacted your insurance agency management, and what improvements could be made?](https://www.g2.com/discussions/how-has-ezlynx-impacted-your-insurance-agency-management-and-what-improvements-could-be-made) - 1 comment
- [How much does EZLynx cost per month?](https://www.g2.com/discussions/ezlynx-how-much-does-ezlynx-cost-per-month)
- [How many employees does EZLynx have?](https://www.g2.com/discussions/how-many-employees-does-ezlynx-have) - 1 comment
- [How do you use the EZLynx rater?](https://www.g2.com/discussions/how-do-you-use-the-ezlynx-rater) - 1 comment
- [How much does EZLynx cost per month?](https://www.g2.com/discussions/how-much-does-ezlynx-cost-per-month) - 1 upvote

### [Qwilr](https://www.g2.com/products/qwilr/reviews)

Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/

**Average Rating:** 4.6/5.0

**Total Reviews:** 905

#### How Do G2 Users Rate Qwilr?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.5/10 (Category avg: 8.4/10)
- **Contracts:** 9.0/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.6/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Qwilr?

- **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr)
- **Company Website:** qwilr.com
- **Year Founded:** 2014
- **HQ Location:** Redfern, New South Wales
- **Twitter:** @Qwilr  
2,506 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1fb3a2f5466bb6e351edb34247b9a352565e78985f93d5bb9c706080d58c325a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5173204%2F&secure%5Burl_type%5D=linkedin_company_website)  
104 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Account Executive
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 80% Small, 16% Medium

#### What Do G2 Reviewers Say About Qwilr?

_AI-generated summary from verified user reviews_

##### Pros

- Users admire the **ease of use** of Qwilr, enabling quick proposal building and straightforward customization.
- Users love the **customizable templates** in Qwilr, enhancing proposals and improving overall user experience and brand presentation.
- Users find the **easy setup** of Qwilr to be intuitive, enabling quick creation of proposals without needing support.
- Users admire the **simplicity and efficiency** of Qwilr, which enhances workflow and promotes effective collaboration.
- Users value the **excellent customer support** from Qwilr, enhancing their experience with clear guidance and assistance.

##### Cons

- Users find **limited customization options** in Qwilr, making advanced editing and templates less efficient and user-friendly.
- Users express frustration with **integration issues** in Qwilr, particularly with QuickBooks and payment processing options.
- Users desire more **missing features** like advanced design modules, better HubSpot integration, and mobile support for Qwilr.
- Users experience **difficult editing** with limited formatting control, leading to frustration during customization and layout adjustments.
- Users note the **limited features** of Qwilr, particularly in content arrangement and integration options for better usability.

#### What Are Recent G2 Reviews of Qwilr?

**["User-Friendly, Time-Saving Quotes with Live Updates in Qwilr"](https://www.g2.com/survey_responses/qwilr-review-13175337)**

**Rating:** 5.0/5.0 stars

_— Julie B._

[Read full review](https://www.g2.com/survey_responses/qwilr-review-13175337)

**["Versatile, Polished Quotes That Boost Client Confidence"](https://www.g2.com/survey_responses/qwilr-review-13241879)**

**Rating:** 5.0/5.0 stars

_— Jacob J._

[Read full review](https://www.g2.com/survey_responses/qwilr-review-13241879)

#### What Are G2 Users Discussing About Qwilr?

- [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for)

### [Experlogix CPQ](https://www.g2.com/products/experlogix-cpq/reviews)

Experlogix is a global leader in CPQ and document generation and automation solutions, with thousands of customers worldwide in various industries. We elevate customer engagement, business growth, and success through passionate experts and powerful and flexible technologies. Experlogix simplifies and accelerates complex processes, improves compliance and quality, and increases customer satisfaction.

**Average Rating:** 4.6/5.0

**Total Reviews:** 102

#### How Do G2 Users Rate Experlogix CPQ?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.1/10 (Category avg: 8.4/10)
- **Contracts:** 8.1/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.4/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Experlogix CPQ?

- **Seller:** [Experlogix](https://www.g2.com/sellers/experlogix)
- **Company Website:** www.experlogix.com
- **Year Founded:** 2002
- **HQ Location:** South Jordan, UT
- **Twitter:** @experlogix  
490 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5be085ca2ef4354dd8ab1bce7bcb12ffac8e59cf2d2e30d2c79ddb960d2400c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F311167%2F&secure%5Burl_type%5D=linkedin_company_website)  
217 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Services, Information Technology and Services
- **Company Size:** 68% Medium, 35% Small

#### What Do G2 Reviewers Say About Experlogix CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Experlogix CPQ, benefiting from its intuitive and customizable interface.
- Users value the **customization options** in Experlogix CPQ, enhancing user experience and ensuring compliance with specific needs.
- Users value the **quick setup and detailed quotes** of Experlogix CPQ, enhancing efficiency and customization in pricing.
- Users value the **time-saving capabilities** of Experlogix CPQ, enhancing the efficiency of their sales processes.
- Users praise the **easy integrations** of Experlogix CPQ, enhancing analytics and simplifying the quoting process significantly.

##### Cons

- Users find the **steep learning curve** challenging, especially due to overwhelming details and complex features.
- Users find the **learning difficulty** with Experlogix CPQ challenging, especially due to the overwhelming amount of detail.
- Users find the **flexibility and display capabilities limited** , hindering full utilization of Experlogix CPQ's potential.
- Users find the **limited customization** options restrictive, impacting flexibility and the overall usability of Experlogix CPQ.
- Users find the **poor interface design** of Experlogix CPQ challenging, noting its clunkiness and complexity during setup.

#### What Are Recent G2 Reviews of Experlogix CPQ?

**["Excellent organization and great functionality"](https://www.g2.com/survey_responses/experlogix-cpq-review-10647889)**

**Rating:** 5.0/5.0 stars

_— Herbert S._

[Read full review](https://www.g2.com/survey_responses/experlogix-cpq-review-10647889)

**["Customization-Driven Quoting, Minor Reporting Gaps"](https://www.g2.com/survey_responses/experlogix-cpq-review-13084470)**

**Rating:** 4.0/5.0 stars

_— Franz D._

[Read full review](https://www.g2.com/survey_responses/experlogix-cpq-review-13084470)

#### What Are G2 Users Discussing About Experlogix CPQ?

- [What is Experlogix CPQ used for?](https://www.g2.com/discussions/what-is-experlogix-cpq-used-for) - 1 comment
- [What does CPQ mean in Salesforce?](https://www.g2.com/discussions/what-does-cpq-mean-in-salesforce)
- [What does Salesforce CPQ allow you to do?](https://www.g2.com/discussions/what-does-salesforce-cpq-allow-you-to-do)
- [What is pros CPQ?](https://www.g2.com/discussions/experlogix-cpq-what-is-pros-cpq)
- [What is a CPQ software?](https://www.g2.com/discussions/what-is-a-cpq-software)

### [QuoteWerks](https://www.g2.com/products/quotewerks/reviews)

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

**Average Rating:** 4.4/5.0

**Total Reviews:** 192

#### How Do G2 Users Rate QuoteWerks?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.4/10 (Category avg: 8.4/10)
- **Contracts:** 8.7/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind QuoteWerks?

- **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies)
- **Company Website:** www.quotewerks.com
- **Year Founded:** 1993
- **HQ Location:** Orlando, FL
- **Twitter:** @QuoteWerks  
1,133 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b14c093b2dfb33da2b07c9b80a77d26bd3e5cc6cceee91d1da9a4c9758aaf0e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F140538%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Owner
- **Top Industries:** Information Technology and Services, Computer Networking
- **Company Size:** 72% Small, 20% Medium

#### What Do G2 Reviewers Say About QuoteWerks?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of QuoteWerks, allowing for quick and seamless quote creation and management.
- Users appreciate the **efficiency** of QuoteWerks in creating and managing quotes, streamlining their sales processes effortlessly.
- Users love the **customizable templates** of QuoteWerks, creating professional quotes quickly and enhancing their branding effortlessly.
- Users appreciate the **efficiency improvement** of QuoteWerks, which significantly streamlines their workflow and saves time.
- Users highlight QuoteWerks' **seamless integrations** with CRM and accounting systems, enhancing workflow and reducing manual data entry.

##### Cons

- Users find the **poor interface design** of QuoteWerks outdated and challenging for new users, impacting overall usability.
- Users find the **complex setup** process time-consuming, impacting initial deployment and overall user experience.
- Users find the **datsed interface** of QuoteWerks impacts navigation and suggests a more modern design would improve usability.
- Users feel that QuoteWerks is **somewhat expensive** and report slow deployment and integration processes as drawbacks.
- Users find that **billing issues** arise from time-consuming deployments and less competitive pricing, affecting overall satisfaction.

#### What Are Recent G2 Reviews of QuoteWerks?

**["QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations"](https://www.g2.com/survey_responses/quotewerks-review-12591508)**

**Rating:** 4.5/5.0 stars

_— Yolanda J._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508)

**["QuoteWerks. Full stop. I’ll never use anything else."](https://www.g2.com/survey_responses/quotewerks-review-13255879)**

**Rating:** 5.0/5.0 stars

_— Eric W._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-13255879)

#### What Are G2 Users Discussing About QuoteWerks?

- [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for)

### [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews)

Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing.

**Average Rating:** 4.9/5.0

**Total Reviews:** 71

#### How Do G2 Users Rate Sequence?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.0/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.4/10)
- **Contracts:** 9.7/10 (Category avg: 8.4/10)
- **Pricing Administration:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Sequence?

- **Seller:** [Sequence HQ](https://www.g2.com/sellers/sequence-hq)
- **Year Founded:** 2021
- **HQ Location:** London, UK
- **Twitter:** @SequenceHQ\_  
344 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d5085a5fa8d915d6399e1ad5500d83587e8a0f72c002949665dd6ba9f9535aa7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsequence-hq%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 70% Small, 30% Medium

#### What Do G2 Reviewers Say About Sequence?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Sequence, appreciating its intuitive UI and straightforward setup for seamless operations.
- Users praise the **exceptional customer support** from Sequence, highlighting their responsiveness and dedication to user satisfaction.
- Users appreciate the **seamless Stripe integration** of Sequence, simplifying billing and reducing revenue leakage effortlessly.
- Users find the **easy setup** of Sequence enhances their billing cycles, making management smooth and efficient.
- Users value the **automated invoicing** feature of Sequence, enhancing efficiency and improving the overall billing process.

##### Cons

- Users note the **missing features** in Sequence, expressing a desire for enhanced customization and advanced options.
- Users experience **billing issues** due to unclear communication and complexities in managing pricing and schedules independently.
- Users report **bug issues** in Sequence, but appreciate the team's quick response and effective support for fixes.
- Users experience **integration issues** with certain systems, requiring additional configuration and manual processes before full functionality.
- Users note a **lack of deeper customization** in Sequence, which may not satisfy advanced users' needs.

#### What Are Recent G2 Reviews of Sequence?

**["We redesigned our whole CPQ and Quote to Cash process around Sequence"](https://www.g2.com/survey_responses/sequence-review-12930009)**

**Rating:** 5.0/5.0 stars

_— Jonathan S._

[Read full review](https://www.g2.com/survey_responses/sequence-review-12930009)

**["One place for everything we need in billing."](https://www.g2.com/survey_responses/sequence-review-13060502)**

**Rating:** 5.0/5.0 stars

_— Will D._

[Read full review](https://www.g2.com/survey_responses/sequence-review-13060502)

### [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews)

Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction.

**Average Rating:** 4.0/5.0

**Total Reviews:** 247

#### How Do G2 Users Rate Oracle CPQ?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.2/10 (Category avg: 8.4/10)
- **Contracts:** 8.3/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Oracle CPQ?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 53% Large, 32% Medium

#### What Do G2 Reviewers Say About Oracle CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Oracle CPQ, enabling efficient navigation through complex sales processes.
- Users appreciate the **time-saving features** of Oracle CPQ, enhancing quote accuracy and speeding up proposal generation.
- Users value the **efficiency** of Oracle CPQ, enhancing quote accuracy and speeding up the sales process significantly.
- Users value the **sales efficiency** of Oracle CPQ, benefiting from streamlined processes and improved accuracy in quoting.
- Users appreciate the **seamless integrations** of Oracle CPQ, enhancing collaboration with other Oracle Cloud apps and Salesforce.

##### Cons

- Users find Oracle CPQ's **complexity** in setup and customization challenging, requiring technical expertise for effective use.
- Users report **bug issues** causing slow performance, system hangs, and data loss, impacting overall usability of Oracle CPQ.
- Users find the **complex setup** of Oracle CPQ challenging, especially when dealing with custom pricing rules and configurations.
- Users face **initial usage difficulty** with Oracle CPQ, as it requires significant time and technical knowledge to navigate effectively.
- Users struggle with the **steep learning curve** of Oracle CPQ, making it challenging for new admins and users.

#### What Are Recent G2 Reviews of Oracle CPQ?

**["Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation"](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)**

**Rating:** 5.0/5.0 stars

_— Manisha Reddy K._

[Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)

**["Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures"](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)**

**Rating:** 5.0/5.0 stars

_— Jeannie E._

[Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)

#### What Are G2 Users Discussing About Oracle CPQ?

- [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for)
- [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq)
- [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm)
- [What is Oracle CPQ cloud?](https://www.g2.com/discussions/what-is-oracle-cpq-cloud)

### [ServiceNow CPQ](https://www.g2.com/products/servicenow-cpq/reviews)

ServiceNow CPQ is an end-to-end omnichannel CPQ platform designed to drive sales performance and enable optimized customer experiences for any business selling complex products or services. Embedded with first-to-market AI innovation, ServiceNow CPQ is an API-first, fully composable solution that combines dynamic product discovery, a proprietary configuration and solving engine, centralized transaction management, customized pricing logic, and flexible customer agreements.

**Average Rating:** 4.2/5.0

**Total Reviews:** 80

#### How Do G2 Users Rate ServiceNow CPQ?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Workflow Management:** 7.9/10 (Category avg: 8.4/10)
- **Contracts:** 8.1/10 (Category avg: 8.4/10)
- **Pricing Administration:** 7.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind ServiceNow CPQ?

- **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow)
- **Company Website:** www.servicenow.com
- **Year Founded:** 2004
- **HQ Location:** Santa Clara, CA
- **Twitter:** @servicenow  
55,548 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f146dd2da6255ae21db2f89043b268912043fe250660dfee40ba3c0574bb1ba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F29352%2F&secure%5Burl_type%5D=linkedin_company_website)  
35,081 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Manufacturing
- **Company Size:** 35% Large, 31% Medium

#### What Do G2 Reviewers Say About ServiceNow CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Logik.ai to be **easy to use** , with a clean interface that simplifies integration into workflows.
- Users value the **guided selling feature** that drastically reduces quote corrections and enhances efficiency in the sales process.
- Users commend the **real-time customization** capabilities of ServiceNow CPQ, allowing for intuitive and efficient configuration management.
- Users highlight the **easy integrations** of ServiceNow CPQ, streamlining workflows and enhancing overall efficiency.
- Users appreciate the **easy setup** of ServiceNow CPQ, allowing seamless integration and quick onboarding for teams.

##### Cons

- Users find a **steep learning curve** in ServiceNow CPQ, especially for those unfamiliar with advanced features and integrations.
- Users face a **complex setup** with ServiceNow CPQ, needing significant effort to integrate and configure effectively.
- Users face **integration issues** with ServiceNow CPQ, leading to challenges and complications during setup and usage.
- Users find a lack of **guidance** in leveraging ServiceNow CPQ effectively, requiring adept planning and execution for success.
- Users note the **required expertise** for advanced features can create a steep learning curve for effective use.

#### What Are Recent G2 Reviews of ServiceNow CPQ?

**["Helpful AI Quotes and Smart Price Optimization"](https://www.g2.com/survey_responses/servicenow-cpq-review-13215742)**

**Rating:** 4.5/5.0 stars

_— Samuel S._

[Read full review](https://www.g2.com/survey_responses/servicenow-cpq-review-13215742)

**["ServiceNow CPQ is Transforming Complex Sales with Speed and Precision!"](https://www.g2.com/survey_responses/servicenow-cpq-review-12955559)**

**Rating:** 4.0/5.0 stars

_— Ganesh G._

[Read full review](https://www.g2.com/survey_responses/servicenow-cpq-review-12955559)

### [Apropo](https://www.g2.com/products/apropo/reviews)

Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once. Quote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors! Win more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files! Standardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours. Stop spending hours creating Excel quotes that lose. Spend minutes creating next-gen quotes that win.

**Average Rating:** 4.8/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Apropo?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Apropo?

- **Seller:** [Apropo.io](https://www.g2.com/sellers/apropo-io)
- **Year Founded:** 2021
- **HQ Location:** Lublin, PL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8a7b802f1b2680cd5fb88b223d3a18adbe6fc40c9b5545f2795cd39a42a581cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapropo-io&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 40% Medium

#### What Do G2 Reviewers Say About Apropo?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Apropo extremely **intuitive and easy to use** , making proposal preparation quick and efficient.
- Users value the **efficiency** of Apropo, significantly speeding up the quoting process and saving valuable time.
- Users benefit from the **time-saving features** of Apropo, drastically speeding up their quoting process.
- Users commend the **presentation quality** of Apropo, enhancing client engagement with visually appealing, professional quotes.
- Users commend Apropo for its **exceptional customer support** , which enhances onboarding and addresses inquiries effectively.

##### Cons

- Users experience occasional **minor bugs** with Apropo, but appreciate the team's responsiveness and the product's evolution.
- Users report **complexity in onboarding** due to overwhelming features, making it challenging for new members to adapt.
- Users find the **feature usability lacking** , facing confusing formatting options and extra steps in branding applications.
- Users express concern over the **lack of customization** , wishing for more automated options and tailored settings.
- Users find the **inadequate AI performance** limits customization and refinement, affecting overall usability and satisfaction.

#### What Are Recent G2 Reviews of Apropo?

**["Perfect tool"](https://www.g2.com/survey_responses/apropo-review-12354913)**

**Rating:** 5.0/5.0 stars

_— Piotr F._

[Read full review](https://www.g2.com/survey_responses/apropo-review-12354913)

**["Best tool for creating structured proposals for custom software projects"](https://www.g2.com/survey_responses/apropo-review-12397756)**

**Rating:** 5.0/5.0 stars

_— Mateusz L._

[Read full review](https://www.g2.com/survey_responses/apropo-review-12397756)

#### What Are G2 Users Discussing About Apropo?

- [What is Apropo.io proposal automation used for?](https://www.g2.com/discussions/what-is-apropo-io-proposal-automation-used-for) - 1 upvote

### [Proposify](https://www.g2.com/products/proposify/reviews)

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,116

#### How Do G2 Users Rate Proposify?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.7/10 (Category avg: 8.4/10)
- **Contracts:** 9.1/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Proposify?

- **Seller:** [Proposify](https://www.g2.com/sellers/proposify)
- **Company Website:** www.proposify.com
- **Year Founded:** 2012
- **HQ Location:** Halifax
- **Twitter:** @proposify  
4,207 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4bb06a75164ee1534eec5879659b4439aff9f14bbc64289e2f2d8b1d8eaf0666&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2934548%2F&secure%5Burl_type%5D=linkedin_company_website)  
79 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 84% Small, 15% Medium

#### What Do G2 Reviewers Say About Proposify?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Proposify's **ease of use** remarkable, enabling quick proposal setup and streamlined, professional communication.
- Users value the **large library of customizable templates** in Proposify, enhancing proposal efficiency and consistency.
- Users praise the **easy creation** of Proposify, appreciating its straightforward implementation and consistent, reliable results.
- Users love the **easy setup** of Proposify, enabling quick and efficient proposal sending with a professional look.
- Users appreciate the **ease of template creation** , enabling quick, customizable proposals for various services.

##### Cons

- Users face **limited customization** options in Proposify, making it difficult to edit proposals to their liking.
- Users find **difficult editing** in Proposify, as aligning multi-page content can be cumbersome and time-consuming.
- Users find the **editing difficulties** in Proposify frustrating, hindering their ability to create polished proposals easily.
- Users experience **slow performance** with Proposify, facing frustrating lags and delays during critical tasks.
- Users find **layout issues** in Proposify cumbersome, particularly with template changes and awkward pricing tables.

#### What Are Recent G2 Reviews of Proposify?

**["Solid Proposal Builder Going Through Some Growing Pains"](https://www.g2.com/survey_responses/proposify-review-4735914)**

**Rating:** 4.0/5.0 stars

_— Nate K._

[Read full review](https://www.g2.com/survey_responses/proposify-review-4735914)

**["Our Go-To Platform for Professional Proposals"](https://www.g2.com/survey_responses/proposify-review-702072)**

**Rating:** 5.0/5.0 stars

_— Jacob M._

[Read full review](https://www.g2.com/survey_responses/proposify-review-702072)

#### What Are G2 Users Discussing About Proposify?

- [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment

### [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews)

Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines.

**Average Rating:** 3.8/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Kaseya Quote Manager?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.0/10)
- **Workflow Management:** 5.0/10 (Category avg: 8.4/10)
- **Contracts:** 1.7/10 (Category avg: 8.4/10)
- **Pricing Administration:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Kaseya Quote Manager?

- **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya)
- **Company Website:** www.kaseya.com
- **Year Founded:** 2000
- **HQ Location:** Miami, FL
- **Twitter:** @KaseyaCorp  
17,411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c9a31f82a811b1e3cc7be6babe8882bb8f6b2927e142d98dd6f5662a0d0e4d2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkaseya%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,471 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 87% Small, 13% Medium

#### What Do G2 Reviewers Say About Kaseya Quote Manager?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **customization options** in Kaseya Quote Manager, particularly for creating templates for custom items.
- Users value the **easy integrations** of Kaseya Quote Manager, enhancing their efficiency and simplifying daily quoting processes.
- Users love the **efficiency** of Kaseya Quote Manager, simplifying and speeding up their quoting process significantly.
- Users value the **seamless integration** of Kaseya Quote Manager, enhancing efficiency in their daily quoting process.
- Users appreciate the **process efficiency** of Kaseya Quote Manager, significantly simplifying and speeding up their quoting tasks.

##### Cons

- Users express frustration over the **lack of integration with AI tools** like Make.com or Zapier in Kaseya Quote Manager.
- Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager.
- Users are disappointed by the **poor integration** with AI tools, limiting automation and workflow efficiency.

#### What Are Recent G2 Reviews of Kaseya Quote Manager?

**["Kaseya Quote Manager Streamlines Quoting with a Centralized, Consistent Workflow"](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)**

**Rating:** 4.0/5.0 stars

_— Darren ._

[Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)

**["Simple UI, Live Quote Acceptance, and Powerful Autotask & Distributor Integrations"](https://www.g2.com/survey_responses/kaseya-quote-manager-review-13176741)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-13176741)

### [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews)

Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations.

**Average Rating:** 4.0/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate ConnectWise CPQ?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.0/10)
- **Workflow Management:** 7.5/10 (Category avg: 8.4/10)
- **Contracts:** 7.9/10 (Category avg: 8.4/10)
- **Pricing Administration:** 7.6/10 (Category avg: 8.5/10)

#### Who Is the Company Behind ConnectWise CPQ?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,401 employees on LinkedIn®
- **Phone:** 800-671-6898

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 51% Small, 46% Medium

#### What Do G2 Reviewers Say About ConnectWise CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **high customization** options of ConnectWise CPQ, enhancing flexibility and meeting specific business needs effectively.
- Users value the **quick and responsive customer support** of ConnectWise CPQ, enhancing their overall experience with the product.
- Users value the **high level of customizability** in ConnectWise CPQ, enhancing their quoting processes efficiently.
- Users value the **highly customizable options** in ConnectWise CPQ, enhancing their quoting process and overall efficiency.
- Users value the **easy integration** with CW PSA, enhancing their efficiency and overall experience with ConnectWise CPQ.

##### Cons

- Users find **difficult editing** in ConnectWise CPQ frustrating, as it's limited and often requires extensive troubleshooting.
- Users often face **bug issues** that hinder functionality and complicate basic tasks in ConnectWise CPQ.
- Users find the **complex features** of ConnectWise CPQ overwhelming and recommend hiring a knowledgeable consultant for assistance.
- Users find the **setup process complex** , often requiring expert consultation to navigate effectively.
- Users struggle with **deletion problems** in ConnectWise CPQ, finding the system outdated and frustrating for features and formatting.

#### What Are Recent G2 Reviews of ConnectWise CPQ?

**["A must have if you use CW environment."](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)

**["Highly Customizable and Easy to Use After Proper Setup"](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)**

**Rating:** 5.0/5.0 stars

_— Eileen W._

[Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)

#### What Are G2 Users Discussing About ConnectWise CPQ?

- [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp)
- [What is quosal?](https://www.g2.com/discussions/what-is-quosal)
- [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for)

- ‹ Prev ‹ Prev
- 1
- [2](/categories/cpq/small-business?order=g2_score&page=2#product-list)
- [3](/categories/cpq/small-business?order=g2_score&page=3#product-list)
- [Next › Next ›](/categories/cpq/small-business?order=g2_score&page=2#product-list)

Spotlight Categories

[Core HR Software](https://www.g2.com/categories/core-hr)

[Virtual Data Room Software](https://www.g2.com/categories/virtual-data-room-vdr)

[Quality Management Systems (QMS)](https://www.g2.com/categories/quality-management-qms)

[Session Replay Software](https://www.g2.com/categories/session-replay)

[Expense Management Software](https://www.g2.com/categories/expense-management)

Similar Categories

- [Pricing](/categories/pricing)
- [Proposal](/categories/proposal)

- [Quote-to-Cash](/categories/quote-to-cash)
- [Visual Configuration](/categories/visual-configuration)

[Browse CPQ Themes](/categories/cpq/themes)