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Best CPQ Software for Small Business

Julie Jung
JJ
Researched and written by Julie Jung

Products classified in the overall CPQ category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CPQ to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CPQ category.

In addition to qualifying for inclusion in the CPQ Software category, to qualify for inclusion in the Small Business CPQ Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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37 Listings in Small Business CPQ Available

(1,497)4.2 out of 5
Optimized for quick response
5th Easiest To Use in CPQ software
View top Consulting Services for Salesforce Revenue Cloud
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

    Users
    • Account Executive
    • Salesforce Developer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Mid-Market
    • 33% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Revenue Cloud is a tool that manages revenue, from Parts & Quote Management to Billing & Invoicing, and integrates with other Salesforce products.
    • Reviewers appreciate the platform's automation, ease of creating and updating quotes, and its ability to handle complex business models and provide clear revenue visibility.
    • Users reported that the setup and customization can be complex and time-consuming, the user interface could be improved, and the product can be expensive to implement.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Salesforce Revenue Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    95
    Revenue Management
    77
    Features
    69
    Product Functionality
    69
    Efficiency
    67
    Cons
    Learning Curve
    63
    Learning Difficulty
    61
    Complexity
    58
    Complex Setup
    55
    Steep Learning Curve
    48
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.0
    7.9
    Workflow Management
    Average: 8.4
    8.2
    Contracts
    Average: 8.3
    7.9
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    581,040 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

Users
  • Account Executive
  • Salesforce Developer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Mid-Market
  • 33% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Revenue Cloud is a tool that manages revenue, from Parts & Quote Management to Billing & Invoicing, and integrates with other Salesforce products.
  • Reviewers appreciate the platform's automation, ease of creating and updating quotes, and its ability to handle complex business models and provide clear revenue visibility.
  • Users reported that the setup and customization can be complex and time-consuming, the user interface could be improved, and the product can be expensive to implement.
Salesforce Revenue Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
95
Revenue Management
77
Features
69
Product Functionality
69
Efficiency
67
Cons
Learning Curve
63
Learning Difficulty
61
Complexity
58
Complex Setup
55
Steep Learning Curve
48
Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.0
7.9
Workflow Management
Average: 8.4
8.2
Contracts
Average: 8.3
7.9
Pricing Administration
Average: 8.6
Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
581,040 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
(107)4.1 out of 5
Optimized for quick response
View top Consulting Services for SAP CPQ
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 a

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 36% Enterprise
    • 36% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • SAP CPQ is a tool designed to streamline the process of logging work expenses and reviewing them efficiently, with features such as receipt functions, categorization, and the ability to split expenses with internal employees.
    • Reviewers frequently mention the ease of use, the tool's ability to handle complex sales without slowing down the process, its integration possibilities, and its ability to handle complex product and service configurations.
    • Reviewers noted that the app can sometimes be clunky, with warning messages appearing even after all requested information has been provided, and the interface can feel complex for new users, requiring significant effort for setup and maintenance.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    2
    Easy Setup
    2
    Efficiency
    2
    Integrations
    2
    Time-saving
    2
    Cons
    Slow Performance
    3
    Complexity
    1
    Expensive
    1
    Integration Issues
    1
    Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP CPQ features and usability ratings that predict user satisfaction
    7.0
    Has the product been a good partner in doing business?
    Average: 9.0
    6.8
    Workflow Management
    Average: 8.4
    7.8
    Contracts
    Average: 8.3
    6.8
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Company Website
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    297,402 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138,451 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 a

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 36% Enterprise
  • 36% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • SAP CPQ is a tool designed to streamline the process of logging work expenses and reviewing them efficiently, with features such as receipt functions, categorization, and the ability to split expenses with internal employees.
  • Reviewers frequently mention the ease of use, the tool's ability to handle complex sales without slowing down the process, its integration possibilities, and its ability to handle complex product and service configurations.
  • Reviewers noted that the app can sometimes be clunky, with warning messages appearing even after all requested information has been provided, and the interface can feel complex for new users, requiring significant effort for setup and maintenance.
SAP CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
2
Easy Setup
2
Efficiency
2
Integrations
2
Time-saving
2
Cons
Slow Performance
3
Complexity
1
Expensive
1
Integration Issues
1
Learning Curve
1
SAP CPQ features and usability ratings that predict user satisfaction
7.0
Has the product been a good partner in doing business?
Average: 9.0
6.8
Workflow Management
Average: 8.4
7.8
Contracts
Average: 8.3
6.8
Pricing Administration
Average: 8.6
Seller Details
Seller
SAP
Company Website
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
297,402 Twitter followers
LinkedIn® Page
www.linkedin.com
138,451 employees on LinkedIn®
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(834)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in CPQ software
View top Consulting Services for DealHub.io
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DealHub 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

    Users
    • Sales Operations Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 23% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
    • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
    • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DealHub.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    102
    Ease of Use
    82
    Efficiency
    78
    Time-saving
    77
    Integrations
    76
    Cons
    Learning Curve
    35
    Limited Customization
    27
    Steep Learning Curve
    26
    Complexity
    21
    High Complexity
    17
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DealHub.io features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.0
    9.0
    Workflow Management
    Average: 8.4
    9.3
    Contracts
    Average: 8.3
    8.9
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,908 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    308 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DealHub 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

Users
  • Sales Operations Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 23% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
  • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
  • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
DealHub.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
102
Ease of Use
82
Efficiency
78
Time-saving
77
Integrations
76
Cons
Learning Curve
35
Limited Customization
27
Steep Learning Curve
26
Complexity
21
High Complexity
17
DealHub.io features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.0
9.0
Workflow Management
Average: 8.4
9.3
Contracts
Average: 8.3
8.9
Pricing Administration
Average: 8.6
Seller Details
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,908 Twitter followers
LinkedIn® Page
www.linkedin.com
308 employees on LinkedIn®
(99)4.6 out of 5
Optimized for quick response
6th Easiest To Use in CPQ software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

    Users
    No information available
    Industries
    • Consumer Services
    • Information Technology and Services
    Market Segment
    • 67% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Experlogix CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Customization
    8
    Quoting Process
    8
    Time-saving
    7
    Easy Integrations
    6
    Cons
    Learning Curve
    6
    Limitations
    5
    Learning Difficulty
    4
    Limited Customization
    4
    Poor Interface Design
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Experlogix CPQ features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.0
    8.1
    Workflow Management
    Average: 8.4
    8.1
    Contracts
    Average: 8.3
    8.4
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2002
    HQ Location
    South Jordan, UT
    Twitter
    @experlogix
    492 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    223 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

Users
No information available
Industries
  • Consumer Services
  • Information Technology and Services
Market Segment
  • 67% Mid-Market
  • 34% Small-Business
Experlogix CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Customization
8
Quoting Process
8
Time-saving
7
Easy Integrations
6
Cons
Learning Curve
6
Limitations
5
Learning Difficulty
4
Limited Customization
4
Poor Interface Design
3
Experlogix CPQ features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.0
8.1
Workflow Management
Average: 8.4
8.1
Contracts
Average: 8.3
8.4
Pricing Administration
Average: 8.6
Seller Details
Company Website
Year Founded
2002
HQ Location
South Jordan, UT
Twitter
@experlogix
492 Twitter followers
LinkedIn® Page
www.linkedin.com
223 employees on LinkedIn®
(883)4.6 out of 5
Optimized for quick response
4th Easiest To Use in CPQ software
20% Off: $31/user per month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 OpenTab

    Users
    • CEO
    • Account Executive
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 81% Small-Business
    • 15% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Qwilr is a proposal creation tool that integrates with CRM systems, offers tracking capabilities, and allows for customization and interactivity in proposals.
    • Reviewers appreciate Qwilr's user-friendly interface, seamless CRM integration, and the ability to create interactive, visually appealing proposals with analytics and reporting features.
    • Users mentioned limitations in customization options, issues with specific integrations, difficulties with certain formatting aspects, and challenges in locating and managing documents.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Qwilr Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    99
    Customer Support
    54
    Simple
    53
    Easy Setup
    49
    Templates
    48
    Cons
    Limited Customization
    26
    Limited Features
    19
    Missing Features
    19
    Difficult Editing
    17
    Integration Issues
    15
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Qwilr features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.5
    Workflow Management
    Average: 8.4
    9.0
    Contracts
    Average: 8.3
    8.6
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Qwilr
    Company Website
    Year Founded
    2014
    HQ Location
    Redfern, New South Wales
    Twitter
    @Qwilr
    2,522 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    104 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 OpenTab

Users
  • CEO
  • Account Executive
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 81% Small-Business
  • 15% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Qwilr is a proposal creation tool that integrates with CRM systems, offers tracking capabilities, and allows for customization and interactivity in proposals.
  • Reviewers appreciate Qwilr's user-friendly interface, seamless CRM integration, and the ability to create interactive, visually appealing proposals with analytics and reporting features.
  • Users mentioned limitations in customization options, issues with specific integrations, difficulties with certain formatting aspects, and challenges in locating and managing documents.
Qwilr Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
99
Customer Support
54
Simple
53
Easy Setup
49
Templates
48
Cons
Limited Customization
26
Limited Features
19
Missing Features
19
Difficult Editing
17
Integration Issues
15
Qwilr features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
8.5
Workflow Management
Average: 8.4
9.0
Contracts
Average: 8.3
8.6
Pricing Administration
Average: 8.6
Seller Details
Seller
Qwilr
Company Website
Year Founded
2014
HQ Location
Redfern, New South Wales
Twitter
@Qwilr
2,522 Twitter followers
LinkedIn® Page
www.linkedin.com
104 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 soluti

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 54% Enterprise
    • 30% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Oracle CPQ is a tool that streamlines sales processes, provides guided selling, price optimization, and handles complex bundles with line items of more than 1000 products.
    • Users frequently mention that Oracle CPQ is useful in their workplace, comfortable to use, helps automate complex processes of quoting, pricing, discounting, and approvals, and offers various business configuration options.
    • Users mentioned that Oracle CPQ has a steep learning curve, issues with document generation, challenges with integrations, a complex interface, high costs, potential issues with support and maintenance, and limitations in handling complex industry use cases.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Oracle CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Sales Efficiency
    7
    Time-saving
    7
    Efficiency
    6
    Integrations
    6
    Cons
    Complexity
    4
    Complex Setup
    4
    Learning Curve
    4
    Limited Customization
    4
    Steep Learning Curve
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oracle CPQ features and usability ratings that predict user satisfaction
    7.8
    Has the product been a good partner in doing business?
    Average: 9.0
    8.2
    Workflow Management
    Average: 8.4
    8.2
    Contracts
    Average: 8.3
    8.1
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    824,411 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    198,071 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

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 soluti

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 54% Enterprise
  • 30% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Oracle CPQ is a tool that streamlines sales processes, provides guided selling, price optimization, and handles complex bundles with line items of more than 1000 products.
  • Users frequently mention that Oracle CPQ is useful in their workplace, comfortable to use, helps automate complex processes of quoting, pricing, discounting, and approvals, and offers various business configuration options.
  • Users mentioned that Oracle CPQ has a steep learning curve, issues with document generation, challenges with integrations, a complex interface, high costs, potential issues with support and maintenance, and limitations in handling complex industry use cases.
Oracle CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Sales Efficiency
7
Time-saving
7
Efficiency
6
Integrations
6
Cons
Complexity
4
Complex Setup
4
Learning Curve
4
Limited Customization
4
Steep Learning Curve
4
Oracle CPQ features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 9.0
8.2
Workflow Management
Average: 8.4
8.2
Contracts
Average: 8.3
8.1
Pricing Administration
Average: 8.6
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
824,411 Twitter followers
LinkedIn® Page
www.linkedin.com
198,071 employees on LinkedIn®
Ownership
NYSE:ORCL
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • President
    • Owner
    Industries
    • Information Technology and Services
    • Computer Networking
    Market Segment
    • 74% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
    • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
    • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • QuoteWerks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Templates
    9
    Efficiency
    8
    Time-saving
    8
    Integrations
    7
    Cons
    Poor Interface Design
    4
    Complex Setup
    3
    Dated Interface
    2
    Expensive
    2
    Billing Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • QuoteWerks features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.0
    8.4
    Workflow Management
    Average: 8.4
    8.7
    Contracts
    Average: 8.3
    8.5
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1993
    HQ Location
    Orlando, FL
    Twitter
    @QuoteWerks
    1,137 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • President
  • Owner
Industries
  • Information Technology and Services
  • Computer Networking
Market Segment
  • 74% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
  • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
  • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
QuoteWerks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Templates
9
Efficiency
8
Time-saving
8
Integrations
7
Cons
Poor Interface Design
4
Complex Setup
3
Dated Interface
2
Expensive
2
Billing Issues
1
QuoteWerks features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.0
8.4
Workflow Management
Average: 8.4
8.7
Contracts
Average: 8.3
8.5
Pricing Administration
Average: 8.6
Seller Details
Company Website
Year Founded
1993
HQ Location
Orlando, FL
Twitter
@QuoteWerks
1,137 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 a

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Small-Business
    • 39% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apropo is a tool designed to simplify the preparation of structured offers for custom software projects by assembling them from reusable components, pricing models, and predefined sections.
    • Users frequently mention the tool's ease of use, the ability to quickly prepare estimates, and the positive impact on team collaboration, as well as the professional and clear presentation of proposals to clients.
    • Users experienced some challenges with the initial setup of templates and pricing logic for complex projects, occasional minor front-end glitches, and a learning curve for new users due to the tool's numerous features and options.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Apropo features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.0
    10.0
    Workflow Management
    Average: 8.4
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Apropo.io
    Year Founded
    2021
    HQ Location
    Lublin, PL
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 a

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Small-Business
  • 39% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apropo is a tool designed to simplify the preparation of structured offers for custom software projects by assembling them from reusable components, pricing models, and predefined sections.
  • Users frequently mention the tool's ease of use, the ability to quickly prepare estimates, and the positive impact on team collaboration, as well as the professional and clear presentation of proposals to clients.
  • Users experienced some challenges with the initial setup of templates and pricing logic for complex projects, occasional minor front-end glitches, and a learning curve for new users due to the tool's numerous features and options.
Apropo features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.0
10.0
Workflow Management
Average: 8.4
0.0
No information available
0.0
No information available
Seller Details
Seller
Apropo.io
Year Founded
2021
HQ Location
Lublin, PL
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
(3,392)4.7 out of 5
Optimized for quick response
11th Easiest To Use in CPQ software
View top Consulting Services for PandaDoc
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 69% Small-Business
    • 25% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • PandaDoc is a digital platform that facilitates the creation, sending, and tracking of documents, and offers electronic signature capabilities.
    • Reviewers frequently mention the ease of use, time-saving features, and seamless integration with other platforms as key benefits of using PandaDoc.
    • Reviewers experienced issues with the pricing structure, occasional glitches in editing fields, and limitations in customization and advanced features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PandaDoc Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    650
    Document Management
    339
    Simple
    305
    E-Signatures
    289
    Intuitive
    278
    Cons
    Signature Issues
    109
    Missing Features
    93
    Expensive
    86
    Difficult Editing
    80
    Editing Difficulty
    74
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PandaDoc features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.8
    Workflow Management
    Average: 8.4
    8.8
    Contracts
    Average: 8.3
    8.8
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    PandaDoc
    Company Website
    Year Founded
    2011
    HQ Location
    San Francisco, CA
    Twitter
    @pandadoc
    18,486 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    880 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 69% Small-Business
  • 25% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • PandaDoc is a digital platform that facilitates the creation, sending, and tracking of documents, and offers electronic signature capabilities.
  • Reviewers frequently mention the ease of use, time-saving features, and seamless integration with other platforms as key benefits of using PandaDoc.
  • Reviewers experienced issues with the pricing structure, occasional glitches in editing fields, and limitations in customization and advanced features.
PandaDoc Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
650
Document Management
339
Simple
305
E-Signatures
289
Intuitive
278
Cons
Signature Issues
109
Missing Features
93
Expensive
86
Difficult Editing
80
Editing Difficulty
74
PandaDoc features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
8.8
Workflow Management
Average: 8.4
8.8
Contracts
Average: 8.3
8.8
Pricing Administration
Average: 8.6
Seller Details
Seller
PandaDoc
Company Website
Year Founded
2011
HQ Location
San Francisco, CA
Twitter
@pandadoc
18,486 Twitter followers
LinkedIn® Page
www.linkedin.com
880 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Small-Business
    • 26% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Sequence is a product that facilitates the quoting to billing process, with a flexible billing system suitable for various product and pricing structures.
    • Reviewers frequently mention the product's simplicity, its seamless integration with other tools, and the responsive and supportive Sequence team that values customer feedback.
    • Users experienced some minor issues such as bugs, lack of certain features, and unclear communication regarding pricing and voucher processes.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Sequence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    22
    Ease of Use
    22
    Invoicing
    20
    Automation
    18
    Billing Management
    17
    Cons
    Missing Features
    5
    Integration Issues
    4
    Billing Issues
    3
    Limited Customization
    3
    Bug Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sequence features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.0
    10.0
    Workflow Management
    Average: 8.4
    9.7
    Contracts
    Average: 8.3
    10.0
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2021
    HQ Location
    London, UK
    Twitter
    @SequenceHQ_
    344 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Small-Business
  • 26% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Sequence is a product that facilitates the quoting to billing process, with a flexible billing system suitable for various product and pricing structures.
  • Reviewers frequently mention the product's simplicity, its seamless integration with other tools, and the responsive and supportive Sequence team that values customer feedback.
  • Users experienced some minor issues such as bugs, lack of certain features, and unclear communication regarding pricing and voucher processes.
Sequence Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
22
Ease of Use
22
Invoicing
20
Automation
18
Billing Management
17
Cons
Missing Features
5
Integration Issues
4
Billing Issues
3
Limited Customization
3
Bug Issues
2
Sequence features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.0
10.0
Workflow Management
Average: 8.4
9.7
Contracts
Average: 8.3
10.0
Pricing Administration
Average: 8.6
Seller Details
Year Founded
2021
HQ Location
London, UK
Twitter
@SequenceHQ_
344 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Commerce Hub is a Configure Price Quote (CPQ) solution that helps sales teams and revenue operations professionals create, manage, and deliver quotes, proposals, and related revenue processes within a

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 39% Mid-Market
    • 38% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Commerce Hub is a platform that integrates quoting, billing, and payments to streamline the entire revenue process.
    • Users like the platform's ability to centralize invoicing, quotes, and payment tracking, and its seamless integration with CRM, which simplifies billing and payments, and provides clear visibility into revenue and deal status.
    • Reviewers noted limitations in customization and flexibility for complex pricing, billing workflows, and advanced commerce use cases, and some advanced features and customizations are limited unless on higher-tier plans.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HubSpot Commerce Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Easy Integrations
    16
    Integrations
    16
    Customer Support
    13
    Easy Setup
    12
    Cons
    Missing Features
    12
    Limited Features
    6
    Limitations
    4
    Access Limitations
    3
    Complexity
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HubSpot Commerce Hub features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.0
    9.2
    Workflow Management
    Average: 8.4
    9.0
    Contracts
    Average: 8.3
    9.1
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HubSpot
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    786,331 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,675 employees on LinkedIn®
    Ownership
    NYSE:HUBS
Product Description
How are these determined?Information
This description is provided by the seller.

Commerce Hub is a Configure Price Quote (CPQ) solution that helps sales teams and revenue operations professionals create, manage, and deliver quotes, proposals, and related revenue processes within a

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 39% Mid-Market
  • 38% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Commerce Hub is a platform that integrates quoting, billing, and payments to streamline the entire revenue process.
  • Users like the platform's ability to centralize invoicing, quotes, and payment tracking, and its seamless integration with CRM, which simplifies billing and payments, and provides clear visibility into revenue and deal status.
  • Reviewers noted limitations in customization and flexibility for complex pricing, billing workflows, and advanced commerce use cases, and some advanced features and customizations are limited unless on higher-tier plans.
HubSpot Commerce Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Easy Integrations
16
Integrations
16
Customer Support
13
Easy Setup
12
Cons
Missing Features
12
Limited Features
6
Limitations
4
Access Limitations
3
Complexity
3
HubSpot Commerce Hub features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.0
9.2
Workflow Management
Average: 8.4
9.0
Contracts
Average: 8.3
9.1
Pricing Administration
Average: 8.6
Seller Details
Seller
HubSpot
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,331 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
Ownership
NYSE:HUBS
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 nee

    Users
    • CEO
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 51% Small-Business
    • 46% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ConnectWise CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    3
    Customer Support
    2
    Customizability
    2
    Customization Options
    2
    Easy Integration
    2
    Cons
    Difficult Editing
    2
    Bug Issues
    1
    Complex Features
    1
    Complex Setup
    1
    Deletion Problems
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ConnectWise CPQ features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.0
    7.5
    Workflow Management
    Average: 8.4
    7.9
    Contracts
    Average: 8.3
    7.6
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1982
    HQ Location
    Tampa, FL
    Twitter
    @ConnectWise
    14,943 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,439 employees on LinkedIn®
    Phone
    800-671-6898
Product Description
How are these determined?Information
This description is provided by the seller.

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 nee

Users
  • CEO
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 51% Small-Business
  • 46% Mid-Market
ConnectWise CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
3
Customer Support
2
Customizability
2
Customization Options
2
Easy Integration
2
Cons
Difficult Editing
2
Bug Issues
1
Complex Features
1
Complex Setup
1
Deletion Problems
1
ConnectWise CPQ features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.0
7.5
Workflow Management
Average: 8.4
7.9
Contracts
Average: 8.3
7.6
Pricing Administration
Average: 8.6
Seller Details
Year Founded
1982
HQ Location
Tampa, FL
Twitter
@ConnectWise
14,943 Twitter followers
LinkedIn® Page
www.linkedin.com
3,439 employees on LinkedIn®
Phone
800-671-6898
(1,136)4.6 out of 5
Optimized for quick response
14th Easiest To Use in CPQ software
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 fle

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 84% Small-Business
    • 14% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Proposify is a software that automates the creation of business proposals, featuring eSignature capabilities, document processing, and detailed analytics for tracking client engagement.
    • Reviewers appreciate Proposify's ability to simplify the proposal process, provide actionable insights through tracking features, and maintain brand consistency across documents, all of which contribute to increased closing rates and efficient workflow management.
    • Users reported challenges with Proposify's compatibility with mobile devices, limitations in design customization options, occasional slow loading times for larger proposals, and difficulties in navigating the platform due to its advanced technology.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Proposify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Templates
    40
    Ease of Creation
    29
    Easy Creation
    29
    Customer Support
    25
    Cons
    Difficult Editing
    18
    Editing Difficulties
    17
    Limited Customization
    17
    Formatting Issues
    15
    Feature Usability
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Proposify features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.0
    8.7
    Workflow Management
    Average: 8.4
    9.1
    Contracts
    Average: 8.3
    8.7
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Proposify
    Company Website
    Year Founded
    2012
    HQ Location
    Halifax
    Twitter
    @proposify
    4,230 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    75 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 fle

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 84% Small-Business
  • 14% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Proposify is a software that automates the creation of business proposals, featuring eSignature capabilities, document processing, and detailed analytics for tracking client engagement.
  • Reviewers appreciate Proposify's ability to simplify the proposal process, provide actionable insights through tracking features, and maintain brand consistency across documents, all of which contribute to increased closing rates and efficient workflow management.
  • Users reported challenges with Proposify's compatibility with mobile devices, limitations in design customization options, occasional slow loading times for larger proposals, and difficulties in navigating the platform due to its advanced technology.
Proposify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Templates
40
Ease of Creation
29
Easy Creation
29
Customer Support
25
Cons
Difficult Editing
18
Editing Difficulties
17
Limited Customization
17
Formatting Issues
15
Feature Usability
14
Proposify features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.0
8.7
Workflow Management
Average: 8.4
9.1
Contracts
Average: 8.3
8.7
Pricing Administration
Average: 8.6
Seller Details
Seller
Proposify
Company Website
Year Founded
2012
HQ Location
Halifax
Twitter
@proposify
4,230 Twitter followers
LinkedIn® Page
www.linkedin.com
75 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software

    Users
    No information available
    Industries
    • Retail
    Market Segment
    • 36% Small-Business
    • 35% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.0
    7.6
    Workflow Management
    Average: 8.4
    8.3
    Contracts
    Average: 8.3
    7.7
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    IBM
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    709,081 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
    Ownership
    SWX:IBM
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software

Users
No information available
Industries
  • Retail
Market Segment
  • 36% Small-Business
  • 35% Mid-Market
IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.0
7.6
Workflow Management
Average: 8.4
8.3
Contracts
Average: 8.3
7.7
Pricing Administration
Average: 8.6
Seller Details
Seller
IBM
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
709,081 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Ownership
SWX:IBM
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 59% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.0
    8.3
    Workflow Management
    Average: 8.4
    8.3
    Contracts
    Average: 8.3
    10.0
    Pricing Administration
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BlueSnap
    Year Founded
    2001
    HQ Location
    Boston, MA
    Twitter
    @BlueSnapInc
    2,169 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    167 employees on LinkedIn®
    Phone
    1 (781) 790-5013
Product Description
How are these determined?Information
This description is provided by the seller.

The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

Users
No information available
Industries
No information available
Market Segment
  • 59% Small-Business
  • 19% Mid-Market
BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.0
8.3
Workflow Management
Average: 8.4
8.3
Contracts
Average: 8.3
10.0
Pricing Administration
Average: 8.6
Seller Details
Seller
BlueSnap
Year Founded
2001
HQ Location
Boston, MA
Twitter
@BlueSnapInc
2,169 Twitter followers
LinkedIn® Page
www.linkedin.com
167 employees on LinkedIn®
Phone
1 (781) 790-5013