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Best Document Generation Software for Medium-Sized Businesses

Nana Serwah Nkrahene
NSN
Researched and written by Nana Serwah Nkrahene

Products classified in the overall Document Generation category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Document Generation 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 Medium-Sized Business Document Generation category.

In addition to qualifying for inclusion in the Document Generation Software category, to qualify for inclusion in the Medium-Sized Business Document Generation Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized 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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41 Listings in Document Generation Available
(4,413)4.5 out of 5
Optimized for quick response
4th Easiest To Use in Document Generation software
View top Consulting Services for Adobe Acrobat
Save to My Lists
Entry Level Price:Starting at $23.99
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Acrobat: Trusted for documents. Now built for how work really happens.​ For more than 30 years, Acrobat has been the trusted name in document workflow helping businesses create, sign, and share wit

    Users
    • Graphic Designer
    • Owner
    Industries
    • Information Technology and Services
    • Higher Education
    Market Segment
    • 41% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Adobe Acrobat 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
    508
    Easy Editing
    384
    PDF Editing
    365
    Editing
    285
    Features
    253
    Cons
    Expensive
    184
    Slow Performance
    153
    PDF Issues
    111
    Not-User Friendly
    109
    Learning Curve
    87
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Adobe Acrobat features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Documents
    Average: 8.9
    8.7
    Software
    Average: 8.5
    8.6
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Adobe
    Company Website
    Year Founded
    1982
    HQ Location
    San Jose, CA
    Twitter
    @Adobe
    957,510 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    41,406 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Acrobat: Trusted for documents. Now built for how work really happens.​ For more than 30 years, Acrobat has been the trusted name in document workflow helping businesses create, sign, and share wit

Users
  • Graphic Designer
  • Owner
Industries
  • Information Technology and Services
  • Higher Education
Market Segment
  • 41% Small-Business
  • 33% Mid-Market
Adobe Acrobat 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
508
Easy Editing
384
PDF Editing
365
Editing
285
Features
253
Cons
Expensive
184
Slow Performance
153
PDF Issues
111
Not-User Friendly
109
Learning Curve
87
Adobe Acrobat features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
9.1
Documents
Average: 8.9
8.7
Software
Average: 8.5
8.6
Workflow
Average: 8.5
Seller Details
Seller
Adobe
Company Website
Year Founded
1982
HQ Location
San Jose, CA
Twitter
@Adobe
957,510 Twitter followers
LinkedIn® Page
www.linkedin.com
41,406 employees on LinkedIn®
(3,382)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Document Generation software
View top Consulting Services for PandaDoc
Save to My Lists
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
    • 68% 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
    651
    Document Management
    340
    Simple
    305
    E-Signatures
    290
    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: 9.2
    9.1
    Documents
    Average: 8.9
    8.8
    Software
    Average: 8.5
    9.2
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    PandaDoc
    Company Website
    Year Founded
    2011
    HQ Location
    San Francisco, CA
    Twitter
    @pandadoc
    18,487 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
  • 68% 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
651
Document Management
340
Simple
305
E-Signatures
290
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: 9.2
9.1
Documents
Average: 8.9
8.8
Software
Average: 8.5
9.2
Workflow
Average: 8.5
Seller Details
Seller
PandaDoc
Company Website
Year Founded
2011
HQ Location
San Francisco, CA
Twitter
@pandadoc
18,487 Twitter followers
LinkedIn® Page
www.linkedin.com
880 employees on LinkedIn®
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(486)4.3 out of 5
Optimized for quick response
9th Easiest To Use in Document Generation software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    While eSignature has changed the way that many organizations execute a contract, the lifecycle before and after signature is often managed through manual processes, spreadsheets, and emails—slowing th

    Users
    • Account Executive
    • General Counsel
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 45% Mid-Market
    • 29% 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.
    • Docusign CLM is a contract management tool that automates the documentation workflow and manages multiple contracts.
    • Reviewers like Docusign CLM for its ability to centralize and automate the entire contract process, reducing manual storage and approvals, and providing a detailed audit trail for recordkeeping and compliance.
    • Users reported that Docusign CLM's platform feels outdated in terms of UI and UX, and the pricing can become too high for higher contract values and greater numbers of envelopes.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Docusign CLM 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
    78
    Digital Signing
    42
    Time-saving
    37
    Efficiency
    36
    Simple
    35
    Cons
    Expensive
    18
    Steep Learning Curve
    15
    Time-Consuming
    12
    Complex Setup
    10
    Confusion
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docusign CLM features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Documents
    Average: 8.9
    8.6
    Software
    Average: 8.5
    8.8
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Docusign
    Company Website
    Year Founded
    2003
    HQ Location
    San Francisco, CA
    Twitter
    @Docusign
    144,335 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8,411 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

While eSignature has changed the way that many organizations execute a contract, the lifecycle before and after signature is often managed through manual processes, spreadsheets, and emails—slowing th

Users
  • Account Executive
  • General Counsel
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 45% Mid-Market
  • 29% 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.
  • Docusign CLM is a contract management tool that automates the documentation workflow and manages multiple contracts.
  • Reviewers like Docusign CLM for its ability to centralize and automate the entire contract process, reducing manual storage and approvals, and providing a detailed audit trail for recordkeeping and compliance.
  • Users reported that Docusign CLM's platform feels outdated in terms of UI and UX, and the pricing can become too high for higher contract values and greater numbers of envelopes.
Docusign CLM 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
78
Digital Signing
42
Time-saving
37
Efficiency
36
Simple
35
Cons
Expensive
18
Steep Learning Curve
15
Time-Consuming
12
Complex Setup
10
Confusion
10
Docusign CLM features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
9.0
Documents
Average: 8.9
8.6
Software
Average: 8.5
8.8
Workflow
Average: 8.5
Seller Details
Seller
Docusign
Company Website
Year Founded
2003
HQ Location
San Francisco, CA
Twitter
@Docusign
144,335 Twitter followers
LinkedIn® Page
www.linkedin.com
8,411 employees on LinkedIn®
(905)4.4 out of 5
Optimized for quick response
6th Easiest To Use in Document Generation software
View top Consulting Services for Conga Composer
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Con

    Users
    • Salesforce Administrator
    • Salesforce Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 28% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Conga Composer 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
    Features
    58
    Document Management
    52
    Time-saving
    50
    Ease of Use
    44
    Integrations
    41
    Cons
    Learning Curve
    32
    Steep Learning Curve
    21
    Limited Template Flexibility
    17
    Time-Consuming
    14
    Slow Performance
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Conga Composer features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Documents
    Average: 8.9
    8.9
    Software
    Average: 8.5
    8.5
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    3200 Kirby Dr., Suite 500, Houston, TX 77098
    Twitter
    @CongaHQ
    11,121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,793 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Con

Users
  • Salesforce Administrator
  • Salesforce Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 28% Enterprise
Conga Composer 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
Features
58
Document Management
52
Time-saving
50
Ease of Use
44
Integrations
41
Cons
Learning Curve
32
Steep Learning Curve
21
Limited Template Flexibility
17
Time-Consuming
14
Slow Performance
13
Conga Composer features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.7
Documents
Average: 8.9
8.9
Software
Average: 8.5
8.5
Workflow
Average: 8.5
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
3200 Kirby Dr., Suite 500, Houston, TX 77098
Twitter
@CongaHQ
11,121 Twitter followers
LinkedIn® Page
www.linkedin.com
1,793 employees on LinkedIn®
(1,056)4.4 out of 5
10th Easiest To Use in Document Generation software
Save to My Lists
Entry Level Price:Starting at $14.99
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Adobe, we believe that documents are more than just a collection of information and proof. They are foundational to connecting people and ideas, pushing business forward. Adobe Acrobat Sign helps

    Users
    • Owner
    • President
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 39% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Adobe Acrobat Sign 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
    E-Signatures
    29
    Ease of Use
    26
    Integrations
    19
    Easy Integrations
    16
    Customer Support
    15
    Cons
    Difficult Editing
    7
    Expensive
    7
    PDF Issues
    7
    Signature Issues
    7
    Not User-Friendly
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Adobe Acrobat Sign features and usability ratings that predict user satisfaction
    8.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Documents
    Average: 8.9
    8.7
    Software
    Average: 8.5
    8.9
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Adobe
    Year Founded
    1982
    HQ Location
    San Jose, CA
    Twitter
    @Adobe
    957,510 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    41,406 employees on LinkedIn®
    Ownership
    NASDAQ:ADBE
Product Description
How are these determined?Information
This description is provided by the seller.

At Adobe, we believe that documents are more than just a collection of information and proof. They are foundational to connecting people and ideas, pushing business forward. Adobe Acrobat Sign helps

Users
  • Owner
  • President
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 39% Small-Business
  • 38% Mid-Market
Adobe Acrobat Sign 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
E-Signatures
29
Ease of Use
26
Integrations
19
Easy Integrations
16
Customer Support
15
Cons
Difficult Editing
7
Expensive
7
PDF Issues
7
Signature Issues
7
Not User-Friendly
6
Adobe Acrobat Sign features and usability ratings that predict user satisfaction
8.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Documents
Average: 8.9
8.7
Software
Average: 8.5
8.9
Workflow
Average: 8.5
Seller Details
Seller
Adobe
Year Founded
1982
HQ Location
San Jose, CA
Twitter
@Adobe
957,510 Twitter followers
LinkedIn® Page
www.linkedin.com
41,406 employees on LinkedIn®
Ownership
NASDAQ:ADBE
(1,021)4.5 out of 5
Optimized for quick response
3rd Easiest To Use in Document Generation software
Save to My Lists
Entry Level Price:$9.08
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PDFelement is a comprehensive PDF editing solution designed to assist users in managing their PDF documents efficiently. This versatile software caters to a wide range of needs, including creating, ed

    Users
    • Owner
    • Project Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 67% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Wondershare PDFelement 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
    250
    Features
    207
    PDF Editing
    191
    Easy Editing
    180
    PDF Management
    153
    Cons
    Slow Performance
    95
    PDF Issues
    51
    Expensive
    50
    Limited Features
    42
    Missing Features
    38
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Wondershare PDFelement features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Documents
    Average: 8.9
    8.6
    Software
    Average: 8.5
    8.8
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2003
    HQ Location
    Shenzen, CN
    Twitter
    @Wondershare
    14,144 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    635 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PDFelement is a comprehensive PDF editing solution designed to assist users in managing their PDF documents efficiently. This versatile software caters to a wide range of needs, including creating, ed

Users
  • Owner
  • Project Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 67% Small-Business
  • 21% Mid-Market
Wondershare PDFelement 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
250
Features
207
PDF Editing
191
Easy Editing
180
PDF Management
153
Cons
Slow Performance
95
PDF Issues
51
Expensive
50
Limited Features
42
Missing Features
38
Wondershare PDFelement features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.2
9.1
Documents
Average: 8.9
8.6
Software
Average: 8.5
8.8
Workflow
Average: 8.5
Seller Details
Company Website
Year Founded
2003
HQ Location
Shenzen, CN
Twitter
@Wondershare
14,144 Twitter followers
LinkedIn® Page
www.linkedin.com
635 employees on LinkedIn®
(3,590)4.6 out of 5
Optimized for quick response
7th Easiest To Use in Document Generation software
Save to My Lists
20% Off: 10-30 Licenses: starting at $1119.92/year
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Founded in 2001, Foxit is a leading provider of innovative PDF and eSignature products and services, helping knowledge workers increase productivity and do more with documents. Foxit combines easy-to-

    Users
    • Owner
    • President
    Industries
    • Construction
    • Accounting
    Market Segment
    • 62% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Foxit PDF Editor 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
    511
    PDF Editing
    360
    Easy Editing
    337
    Features
    302
    Simple
    296
    Cons
    Learning Curve
    93
    Difficulty
    85
    Expensive
    79
    Not-User Friendly
    75
    Missing Features
    66
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Foxit PDF Editor features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Documents
    Average: 8.9
    8.5
    Software
    Average: 8.5
    8.2
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Foxit
    Company Website
    Year Founded
    2001
    HQ Location
    Fremont, CA
    Twitter
    @foxitsoftware
    6,229 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    559 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Founded in 2001, Foxit is a leading provider of innovative PDF and eSignature products and services, helping knowledge workers increase productivity and do more with documents. Foxit combines easy-to-

Users
  • Owner
  • President
Industries
  • Construction
  • Accounting
Market Segment
  • 62% Small-Business
  • 24% Mid-Market
Foxit PDF Editor 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
511
PDF Editing
360
Easy Editing
337
Features
302
Simple
296
Cons
Learning Curve
93
Difficulty
85
Expensive
79
Not-User Friendly
75
Missing Features
66
Foxit PDF Editor features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
9.0
Documents
Average: 8.9
8.5
Software
Average: 8.5
8.2
Workflow
Average: 8.5
Seller Details
Seller
Foxit
Company Website
Year Founded
2001
HQ Location
Fremont, CA
Twitter
@foxitsoftware
6,229 Twitter followers
LinkedIn® Page
www.linkedin.com
559 employees on LinkedIn®
(833)4.7 out of 5
Optimized for quick response
1st Easiest To Use in Document Generation software
View top Consulting Services for DealHub.io
Save to My Lists
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
    • Revenue Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 22% 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: 9.2
    9.0
    Documents
    Average: 8.9
    9.3
    Software
    Average: 8.5
    9.3
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,909 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
  • Revenue Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 22% 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: 9.2
9.0
Documents
Average: 8.9
9.3
Software
Average: 8.5
9.3
Workflow
Average: 8.5
Seller Details
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,909 Twitter followers
LinkedIn® Page
www.linkedin.com
308 employees on LinkedIn®
(49)4.9 out of 5
8th Easiest To Use in Document Generation software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, man

    Users
    • Head of Finance
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 18% 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.
    • Fynk is a contract management tool that automates workflows, tracks key dates, and ensures smooth approval processes across departments.
    • Users like the AI-driven features for clause extraction and reminders, the seamless integration with CRM and document management systems, and the ability to create professional proposals and contracts using pre-designed templates.
    • Reviewers noted that the reporting features could be more advanced for deeper analysis, the initial setup process can be lengthy due to the need for custom integrations, and the approval process setup can be rigid when dealing with custom workflows.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • fynk 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
    24
    Contract Management
    21
    AI Technology
    15
    Efficiency
    15
    AI Functionality
    14
    Cons
    Insufficient Analytics
    5
    Dashboard Issues
    4
    Limited Reporting
    4
    Poor Reporting
    4
    Content Management
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • fynk features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    10.0
    Documents
    Average: 8.9
    10.0
    Software
    Average: 8.5
    10.0
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    fynk GmbH
    Year Founded
    2022
    HQ Location
    Vienna
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, man

Users
  • Head of Finance
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 18% 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.
  • Fynk is a contract management tool that automates workflows, tracks key dates, and ensures smooth approval processes across departments.
  • Users like the AI-driven features for clause extraction and reminders, the seamless integration with CRM and document management systems, and the ability to create professional proposals and contracts using pre-designed templates.
  • Reviewers noted that the reporting features could be more advanced for deeper analysis, the initial setup process can be lengthy due to the need for custom integrations, and the approval process setup can be rigid when dealing with custom workflows.
fynk 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
24
Contract Management
21
AI Technology
15
Efficiency
15
AI Functionality
14
Cons
Insufficient Analytics
5
Dashboard Issues
4
Limited Reporting
4
Poor Reporting
4
Content Management
3
fynk features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
10.0
Documents
Average: 8.9
10.0
Software
Average: 8.5
10.0
Workflow
Average: 8.5
Seller Details
Seller
fynk GmbH
Year Founded
2022
HQ Location
Vienna
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Summize is pioneering true digital contracting with a CLM solution that puts the user experience first. It takes a deliberately different approach by embedding workflows directly into existing technol

    Users
    • Legal Counsel
    • General Counsel
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 21% 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.
    • Summize is an AI solution that supports contract summarization and analysis, integrates with software like Microsoft Office and DocuSign, and centralizes contract repositories.
    • Reviewers frequently mention the ease of use, intuitive interface, seamless integration with Microsoft Office, and excellent customer support as standout features of Summize.
    • Users mentioned some limitations with search functionality, the need for manual editing and adjusting of contract formatting, and occasional issues with the Clause Manager tool failing to extract correct information.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Summize 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
    34
    Customer Support
    30
    Features
    28
    Implementation Ease
    23
    AI Integration
    22
    Cons
    Missing Features
    14
    Limited Customization
    13
    Learning Curve
    6
    Steep Learning Curve
    6
    Learning Difficulty
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Summize features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Documents
    Average: 8.9
    8.0
    Software
    Average: 8.5
    8.6
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Summize
    Year Founded
    2018
    HQ Location
    Manchester, GB
    LinkedIn® Page
    www.linkedin.com
    99 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Summize is pioneering true digital contracting with a CLM solution that puts the user experience first. It takes a deliberately different approach by embedding workflows directly into existing technol

Users
  • Legal Counsel
  • General Counsel
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 21% 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.
  • Summize is an AI solution that supports contract summarization and analysis, integrates with software like Microsoft Office and DocuSign, and centralizes contract repositories.
  • Reviewers frequently mention the ease of use, intuitive interface, seamless integration with Microsoft Office, and excellent customer support as standout features of Summize.
  • Users mentioned some limitations with search functionality, the need for manual editing and adjusting of contract formatting, and occasional issues with the Clause Manager tool failing to extract correct information.
Summize 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
34
Customer Support
30
Features
28
Implementation Ease
23
AI Integration
22
Cons
Missing Features
14
Limited Customization
13
Learning Curve
6
Steep Learning Curve
6
Learning Difficulty
5
Summize features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Documents
Average: 8.9
8.0
Software
Average: 8.5
8.6
Workflow
Average: 8.5
Seller Details
Seller
Summize
Year Founded
2018
HQ Location
Manchester, GB
LinkedIn® Page
www.linkedin.com
99 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.

    Lumin is cloud-based pdf editing & document workflow software founded in 2014 and headquartered in New Zealand. Operating globally with more than 100 million users worldwide, there's a Lumin user

    Users
    • Student
    • Teacher
    Industries
    • Primary/Secondary Education
    • Higher Education
    Market Segment
    • 59% Small-Business
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Lumin for G Suite 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
    32
    Easy Editing
    26
    Simple
    25
    Editing
    21
    Convenience
    18
    Cons
    Learning Curve
    5
    Editing Difficulties
    4
    Difficult Editing
    3
    Editing Issues
    3
    Limited Editing
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Lumin for G Suite features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Documents
    Average: 8.9
    9.5
    Software
    Average: 8.5
    9.6
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Lumin PDF
    Company Website
    Year Founded
    2014
    HQ Location
    Christchurch, Canterbury
    Twitter
    @LuminPdf
    1,275 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Lumin is cloud-based pdf editing & document workflow software founded in 2014 and headquartered in New Zealand. Operating globally with more than 100 million users worldwide, there's a Lumin user

Users
  • Student
  • Teacher
Industries
  • Primary/Secondary Education
  • Higher Education
Market Segment
  • 59% Small-Business
  • 28% Mid-Market
Lumin for G Suite 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
32
Easy Editing
26
Simple
25
Editing
21
Convenience
18
Cons
Learning Curve
5
Editing Difficulties
4
Difficult Editing
3
Editing Issues
3
Limited Editing
3
Lumin for G Suite features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.7
Documents
Average: 8.9
9.5
Software
Average: 8.5
9.6
Workflow
Average: 8.5
Seller Details
Seller
Lumin PDF
Company Website
Year Founded
2014
HQ Location
Christchurch, Canterbury
Twitter
@LuminPdf
1,275 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
(1,046)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communica

    Users
    • Sales Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 40% 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.
    • GetAccept is a digital sales room that houses all documents and materials for customers, offering features such as contract and deal rooms, Salesforce integration, and customization options.
    • Users like the user-friendly interface, the ability to work entirely within Salesforce, the real-time engagement tracking, the customization options, and the professional and standardized proposals and request forms.
    • Users reported issues with the Salesforce integration, limitations with contracts and fields, a learning curve in setup and navigation, and some advanced Salesforce customization needing extra effort.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • GetAccept 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
    93
    Customer Support
    48
    Helpful
    42
    Intuitive
    40
    Time-saving
    38
    Cons
    Missing Features
    16
    Difficult Editing
    11
    Limited Customization
    11
    Limited Features
    11
    Poor Integration
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GetAccept features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.0
    Documents
    Average: 8.9
    8.5
    Software
    Average: 8.5
    8.7
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    Palo Alto, CA
    Twitter
    @getaccept
    1,429 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    160 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communica

Users
  • Sales Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 40% 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.
  • GetAccept is a digital sales room that houses all documents and materials for customers, offering features such as contract and deal rooms, Salesforce integration, and customization options.
  • Users like the user-friendly interface, the ability to work entirely within Salesforce, the real-time engagement tracking, the customization options, and the professional and standardized proposals and request forms.
  • Users reported issues with the Salesforce integration, limitations with contracts and fields, a learning curve in setup and navigation, and some advanced Salesforce customization needing extra effort.
GetAccept 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
93
Customer Support
48
Helpful
42
Intuitive
40
Time-saving
38
Cons
Missing Features
16
Difficult Editing
11
Limited Customization
11
Limited Features
11
Poor Integration
9
GetAccept features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.0
Documents
Average: 8.9
8.5
Software
Average: 8.5
8.7
Workflow
Average: 8.5
Seller Details
Company Website
Year Founded
2015
HQ Location
Palo Alto, CA
Twitter
@getaccept
1,429 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
(121)4.3 out of 5
Optimized for quick response
15th Easiest To Use in Document Generation software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in

    Users
    • Product Manager
    • CTO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 49% Small-Business
    • 41% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Apryse PDF SDK 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
    38
    PDF Editing
    25
    Versatility
    19
    Reliability
    16
    Document Editing
    15
    Cons
    Learning Curve
    15
    Licensing Issues
    15
    Expensive
    11
    Poor Documentation
    10
    Setup Difficulty
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Apryse PDF SDK features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Documents
    Average: 8.9
    8.6
    Software
    Average: 8.5
    8.7
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Apryse
    Company Website
    Year Founded
    1998
    HQ Location
    Denver, CO
    Twitter
    @aprysesolutions
    380 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    508 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in

Users
  • Product Manager
  • CTO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 49% Small-Business
  • 41% Mid-Market
Apryse PDF SDK 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
38
PDF Editing
25
Versatility
19
Reliability
16
Document Editing
15
Cons
Learning Curve
15
Licensing Issues
15
Expensive
11
Poor Documentation
10
Setup Difficulty
8
Apryse PDF SDK features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
9.0
Documents
Average: 8.9
8.6
Software
Average: 8.5
8.7
Workflow
Average: 8.5
Seller Details
Seller
Apryse
Company Website
Year Founded
1998
HQ Location
Denver, CO
Twitter
@aprysesolutions
380 Twitter followers
LinkedIn® Page
www.linkedin.com
508 employees on LinkedIn®
(1,136)4.6 out of 5
Optimized for quick response
11th Easiest To Use in Document Generation software
Save to My Lists
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: 9.2
    8.6
    Documents
    Average: 8.9
    8.4
    Software
    Average: 8.5
    8.7
    Workflow
    Average: 8.5
  • 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
    77 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: 9.2
8.6
Documents
Average: 8.9
8.4
Software
Average: 8.5
8.7
Workflow
Average: 8.5
Seller Details
Seller
Proposify
Company Website
Year Founded
2012
HQ Location
Halifax
Twitter
@proposify
4,230 Twitter followers
LinkedIn® Page
www.linkedin.com
77 employees on LinkedIn®
(54)4.6 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    UpSlide is an AI-enabled document automation add-in for Microsoft 365. Our software helps financial services firms improve efficiency and ensure brand compliance. With easy-to-use features in Power

    Users
    No information available
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 46% Mid-Market
    • 39% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • UpSlide 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
    Customer Support
    7
    Features
    6
    Time-Saving
    6
    Reliability
    5
    Cons
    Complex Features
    3
    Expensive
    2
    Lack of Features
    2
    Learning Curve
    2
    Licensing Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • UpSlide features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    7.5
    Documents
    Average: 8.9
    4.9
    Software
    Average: 8.5
    7.1
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    UpSlide
    Company Website
    Year Founded
    2009
    HQ Location
    Paris, Ile-de-France
    Twitter
    @Up_Slide
    3,528 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    184 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

UpSlide is an AI-enabled document automation add-in for Microsoft 365. Our software helps financial services firms improve efficiency and ensure brand compliance. With easy-to-use features in Power

Users
No information available
Industries
  • Financial Services
  • Accounting
Market Segment
  • 46% Mid-Market
  • 39% Enterprise
UpSlide 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
Customer Support
7
Features
6
Time-Saving
6
Reliability
5
Cons
Complex Features
3
Expensive
2
Lack of Features
2
Learning Curve
2
Licensing Issues
2
UpSlide features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
7.5
Documents
Average: 8.9
4.9
Software
Average: 8.5
7.1
Workflow
Average: 8.5
Seller Details
Seller
UpSlide
Company Website
Year Founded
2009
HQ Location
Paris, Ile-de-France
Twitter
@Up_Slide
3,528 Twitter followers
LinkedIn® Page
www.linkedin.com
184 employees on LinkedIn®