# Best Proposal Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Proposal 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 Proposal 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 Proposal category. In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Small Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 285 ### Category Stats (Jun 2026) - **Average Rating**: 4.49/5 The average rating of products in this category, based on all submitted ratings - **New Reviews This Quarter**: 285 - **Buyer Segments**: Mid-Market 43% │ Small-Business 42% │ Enterprise 15% Represents the distribution of reviewers across all products in this category. - **Top Trending Product**: Dasseti ENGAGE (+3.3%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,100+ Authentic Reviews - 285+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,320 reviews) | Fast, template-driven proposals | "[Best Proposal Tool with Seamless Gmail Sync](https://www.g2.com/survey_responses/pandadoc-review-12678944)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,229 reviews) | Proposal delivery with sales engagement | "[Seamless Onboarding, Helpful Team, and a Clean, Reliable Dashboard](https://www.g2.com/survey_responses/getaccept-review-12682321)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,276 reviews) | High-volume RFP and questionnaire responses | "[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)" | | 4 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (884 reviews) | Interactive, web-style proposals | "[Smooth Salesforce Integration and Clear Proposal Analytics in One Centralized Workflow](https://www.g2.com/survey_responses/qwilr-review-12739009)" | | 5 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (833 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)" | | 6 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (119 reviews) | Services proposals with recurring pricing | "[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)" | | 8 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)" | | 9 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (241 reviews) | Complex configuration and pricing proposals | "[Streamlined Quoting with Powerful Automation - OCPQ](https://www.g2.com/survey_responses/oracle-cpq-review-11872156)" | | 10 | [Conga Composer](https://www.g2.com/products/conga-composer/reviews) | 4.4/5.0 (834 reviews) | Salesforce-native automated document generation | "[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)" | ## Which Proposal Software Is Best for Your Use Case? - **Best for Small Businesses:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Mid-Market:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Enterprise:** [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - **Highest User Satisfaction:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) ## Which Type of Proposal Software Tools Are You Looking For? - [Proposal Software](https://www.g2.com/categories/proposal) *(current)* - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- **Sponsored** ### 1stContact.ai AI Sales Acceleration CRM 1stContact.ai™ is your all-in-one, AI-powered CRM platform that replaces costly multi-tool stacks with one smart system, so you can capture leads, automate follow-ups, manage pipelines, book appointments, run email & social campaigns, take payments, and measure results in one place. 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When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It’s a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I’ve seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. These advantages help deal teams maintain consistency without adding administrative overhead. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process. Each needs reliable content and streamlined workflows to stay aligned. - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** are designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - **Customizable templates** that maintain brand and messaging continuity. - **Automated pricing tables** and discount controls. - **Content libraries** that reduce repetitive work during proposal creation. - **Collaboration tools** for comments, reviews, and revisions. - **Engagement analytics** that show how prospects interact with documents. - **Integrated e-signatures** for faster close cycles. These features ensure proposals remain accurate, consistent, and aligned with the deal strategy. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category. - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics** are becoming more granular, showing which pages influence buying decisions. ### How should I choose proposal software? For me, the strongest platforms are the ones that help teams create accurate proposals quickly while maintaining brand, pricing, and compliance standards. When those elements work together, proposal software becomes a dependable foundation for efficient, insight-driven deal execution. ### What does proposal software do? When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It's a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I've seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process: - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - Customizable templates that maintain brand and messaging continuity. - Automated pricing tables and discount controls. - Content libraries that reduce repetitive work during proposal creation. - Collaboration tools for comments, reviews, and revisions. - Engagement analytics that show how prospects interact with documents. - Integrated e-signatures for faster close cycles. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category: - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics are becoming more granular** , showing which pages influence buying decisions. --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [PandaDoc](https://www.g2.com/products/pandadoc/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 3,320 **Why buyers love it?:** My review of G2 Data for PandaDoc revealed a recurring theme of how often users point to the platform’s ability to cut proposal turnaround time dramatically. Reviewers describe flexible templates, intuitive editing tools, and integrated e-signatures that help teams move from draft to signature without switching between apps. Many also call out the document-tracking insights that reveal when prospects view or interact with a proposal. The sentiment consistently reflects a tool that supports fast, polished output with minimal friction. ### What Do G2 Reviewers Say About PandaDoc? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of PandaDoc, making document signing and navigation simple and efficient. - Users value the **intuitive document management** of PandaDoc, enhancing workflow efficiency with seamless editing and tracking. - Users appreciate the **intuitive editing tools** of PandaDoc, enabling quick customization and an efficient document workflow. - Users appreciate the **easy-to-use e-signature process** in PandaDoc, facilitating quick and efficient document handling. - Users appreciate the **intuitive design** of PandaDoc, finding it simple and quick for both preparation and client signing. **Cons:** - Users are disappointed by the **missing features** in PandaDoc, including document expiration settings and limited editing options. - Users find PandaDoc **expensive** , especially for small teams needing budget-friendly integration options and online form submissions. - Users find the **signature issues** in PandaDoc confusing, impacting their overall experience and ease of use. - Users find **difficult editing** in PandaDoc frustrating, as it hampers collaboration and requires excessive rework in documents. - Users find **editing difficult** due to clunky formatting, unexpected document jumps, and limited collaborative capabilities. #### Key Features - Document Signing - Enterprise Scalability - Customizability: Variables and Fields - Document Builder Interface - Proposal Effectiveness Reporting #### What Are Recent G2 Reviews of PandaDoc? **"[Best Proposal Tool with Seamless Gmail Sync](https://www.g2.com/survey_responses/pandadoc-review-12678944)"** **Rating:** 5.0/5.0 stars *— Adrienne H.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-12678944) --- **"[Professional and Efficient Document Management for My Clinic](https://www.g2.com/survey_responses/pandadoc-review-11856586)"** **Rating:** 4.5/5.0 stars *— Shubham S.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11856586) --- #### What Are G2 Users Discussing About PandaDoc? - [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments - [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments ### 2. [Qwilr](https://www.g2.com/products/qwilr/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 884 **Why buyers love it?:** Looking at Qwilr G2 reviews, I found praise for its interactive, web-style proposal format. Users describe digital pages enriched with video, media sections, and scroll-based layouts that feel significantly more engaging than static documents. They also value the analytics that show how long each section holds a prospect’s attention. The sentiment points toward a tool that elevates proposals into immersive, branded experiences. ### What Do G2 Reviewers Say About Qwilr? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Qwilr, highlighting its intuitive interface and seamless proposal building. - Users love the **customizable templates** in Qwilr, which enhance proposal professionalism and streamline client interactions. - Users find the **easy setup** of Qwilr impressive, allowing quick creation of proposals without needing support. - Users love the **simple and intuitive setup** of Qwilr, enhancing workflow and collaboration effortlessly. - Users commend the **exceptional customer support** from Qwilr, with clear guidance and helpful assistance enhancing their experience. **Cons:** - Users find Qwilr’s options for **customization limited** , hindering their ability to create personalized proposals effectively. - Users face **integration issues** with Qwilr, particularly with payment processing and accounting software, impacting overall satisfaction. - Users note the **missing features** in Qwilr, such as enhanced design modules and better HubSpot integration. - Users struggle with **difficult editing** , finding layout control limited and the process often time-consuming or clunky. - Users find Qwilr's **limited features** frustrating, especially regarding text arrangement and lack of integrated booking tools. #### Key Features - Custom Branding - Document Signing - Signature History and Audit - Customizability: Variables and Fields - Document Builder Interface #### What Are Recent G2 Reviews of Qwilr? **"[A Huge Time-Saver for Bundled Subscription Tiers with Smooth CRM Sync](https://www.g2.com/survey_responses/qwilr-review-12722634)"** **Rating:** 5.0/5.0 stars *— Tyson C.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12722634) --- **"[Smooth Salesforce Integration and Clear Proposal Analytics in One Centralized Workflow](https://www.g2.com/survey_responses/qwilr-review-12739009)"** **Rating:** 4.5/5.0 stars *— Felton H.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12739009) --- #### What Are G2 Users Discussing About Qwilr? - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ### 3. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 119 **Why buyers love it?:** As I reviewed G2 user sentiment for Anchor, I observed consistent recognition for the platform's effective handling of proposals tied to recurring service packages. Users point to clear pricing models, subscription-friendly templates, and structured contract details that align with service-based offerings. Many also mention smoother back-and-forth during proposal negotiation. The feedback paints a picture of a tool designed for businesses that rely on subscription or retainer-style agreements. ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users love how Anchor provides **time-saving solutions** , significantly reducing workload and enhancing proposal creation and billing processes. - Users find Anchor's **ease of use** remarkable, streamlining invoicing and making proposal creation enjoyable and efficient. - Users enjoy the **automation of invoicing and payments** in Anchor, simplifying their financial processes significantly. - Users love Anchor for its **efficiency** , simplifying processes and saving time on contracts and payments. - Users value the **flexibility** of Anchor, allowing easy customization and management of invoicing and payments. **Cons:** - Users face **payment issues** , including slow invoice processing and excessive permissions requested by Plaid for account verification. - Users note occasional **processing delays** with invoice approvals, but improvements in settlement times have been made. - Users desire more **customization options** for email reminders and agreements, seeking greater flexibility in communication. - Users note a **steep learning curve** with Anchor, requiring time to set up agreements and invoices correctly. - Users express frustration over **delays in fund disbursement** , wishing for improvements in payment speed. #### Key Features - Template Creation and Flexibility - Document Builder Interface - Engagement Tracking - User, Role, and Access Management - Accounting #### What Are Recent G2 Reviews of Anchor? **"[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)"** **Rating:** 5.0/5.0 stars *— Priscilla G.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12243521) --- **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- ### 4. [Ignition](https://www.g2.com/products/ignition/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **Why buyers love it?:** Reviewing user sentiment for Ignition on G2, I kept encountering references to how the platform unifies proposal creation with automated billing and onboarding. Users appreciate clear statements of work, transparent pricing, and prompt invoicing once a client accepts. Many credit the automation with eliminating manual setup steps after a deal closes. The overall impression is that of a system designed to streamline the proposal-to-payment workflow for service firms. ### What Do G2 Reviewers Say About Ignition? *AI-generated summary from verified user reviews* **Pros:** - Users find Ignition's **ease of use** valuable, enhancing client interactions and streamlining business operations effortlessly. - Users commend the **first-rate customer support** of Ignition, facilitating a seamless and efficient experience. - Users highlight the **easy setup** of Ignition, facilitating quick proposals and seamless integration with existing systems. - Users value the **time-saving capabilities** of Ignition, significantly streamlining their proposal and invoicing processes. - Users praise Ignition for its **efficiency** , streamlining operations and simplifying day-to-day tasks remarkably well. **Cons:** - Users find the software **extremely expensive** , making it a challenge to afford despite its effectiveness for business. - Users face a **steep learning curve** with Ignition, making it challenging to fully utilize its features effectively. - Users desire more **customization options** for pricing and forms in Ignition to better meet client needs. - Users find **missing features** in Ignition, particularly in forms customization and proposal history management. - Users face **payment issues** with Ignition, citing high costs and challenges with refunds that complicate transactions. #### Key Features - Customizability: Variables and Fields - Document Builder Interface - Engagement Tracking - User, Role, and Access Management - Reporting & Analytics #### What Are Recent G2 Reviews of Ignition? **"[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)"** **Rating:** 4.5/5.0 stars *— Angela K.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) --- **"[Streamlined Client Onboarding with Professional Ease](https://www.g2.com/survey_responses/ignition-review-12240231)"** **Rating:** 4.0/5.0 stars *— Steven R.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12240231) --- #### What Are G2 Users Discussing About Ignition? - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### 5. [GetAccept](https://www.g2.com/products/getaccept/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,229 **Why buyers love it?:** I analyzed G2 reviews for GetAccept and noticed that users highlighted the platform’s ability to seamlessly integrate proposals with sales engagement. Reviewers mention features like embedded video messages, live chat, and automated follow-up reminders that make proposals feel more conversational. People also value the document-tracking elements that reveal prospect interest. Feedback indicates that a tool has been created to keep proposals closely aligned with the live buyer conversation. ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** in GetAccept, appreciating the seamless experience and excellent support provided. - Users appreciate the **responsive customer support** of GetAccept, enhancing their overall experience with the platform. - Users find GetAccept to be incredibly **intuitive and easy to use** , enhancing document workflows and client engagement effectively. - Users appreciate GetAccept for its **great customer service** and ongoing product development, enhancing their user experience. - Users appreciate the **time-saving benefits** of GetAccept, streamlining processes and making everything accessible in one place. **Cons:** - Users are frustrated by the lack of **dark mode** and difficulties with multiple signees' visual representation in GetAccept. - Users express frustration over **limited customization** options in GetAccept, leading to unnecessary complexities and internal friction. - Users find **difficult editing** features in GetAccept, making it challenging to create and manage documents efficiently. - Users find GetAccept's **limited features** frustrating, especially regarding template flexibility and customization options. - Users experience **poor integration** with GetAccept, leading to troubleshooting issues and frustrating error messages during use. #### Key Features - User, Role, and Access Management - Reminders and Expirations - Regulatory Compliance - Template Creation and Flexibility - Reporting #### What Are Recent G2 Reviews of GetAccept? **"[Seamless Onboarding, Helpful Team, and a Clean, Reliable Dashboard](https://www.g2.com/survey_responses/getaccept-review-12682321)"** **Rating:** 5.0/5.0 stars *— Joseph M.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12682321) --- **"[Easy and efficient document signing platform](https://www.g2.com/survey_responses/getaccept-review-12654643)"** **Rating:** 5.0/5.0 stars *— Niki .* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12654643) --- ### 6. [DealHub](https://www.g2.com/products/dealhub/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 833 **Why buyers love it?:** As I examined DealHub feedback on G2, I repeatedly saw reviewers highlighting how the platform connects quoting, approvals, and proposals into a single unified flow. Users mention guided selling paths, rules-based pricing, and automated approvals that help maintain consistent commercial processes. They also emphasize predictable proposal formatting because DealHub enforces structured configuration. The overall picture is a system designed to centralize deal creation for teams with intricate pricing or approval environments. ### What Do G2 Reviewers Say About DealHub? *AI-generated summary from verified user reviews* **Pros:** - Users rave about DealHub's **excellent customer support** , consistently responsive and dedicated to addressing their needs effectively. - Users praise the **ease of use** of DealHub, appreciating its quick onboarding and seamless integration into daily workflows. - Users value the **time-saving benefits** of DealHub, enabling faster proposal readiness and improved sales cycle efficiency. - Users find DealHub highly **efficient** , enabling quick proposal readiness and dynamic process adjustments with excellent support. - Users value the **seamless integrations** of DealHub, enhancing efficiency and syncing with various systems effortlessly. **Cons:** - Users face a **steep learning curve** with DealHub, which can hinder efficiency and complicate usage initially. - Users find DealHub's **limited customization** options disappointing, particularly for customer-facing elements and email templates. - Users find the **steep learning curve** challenging initially, making navigation and integration somewhat cumbersome until mastered. - Users find **missing features** in DealHub, especially with restricted back-end access affecting customization and automation. - Users often face **integration issues** that slow down processes and complicate setup, affecting overall efficiency. #### Key Features - Configuration Rules - Grouping - Integration API - Online Document Creation - Proposal Effectiveness Reporting #### What Are Recent G2 Reviews of DealHub? **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12780504) --- **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12805363) --- #### What Are G2 Users Discussing About DealHub? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments ### 7. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 451 **Product Description:** How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase ### What Do G2 Reviewers Say About RELAYTO AI? *AI-generated summary from verified user reviews* **Pros:** - Users praise RELAYTO AI for its **ease of use** , enabling effortless creation of interactive documents without coding. - Users appreciate the **intuitive customization features** of RELAYTO AI, which enhance document presentation and streamline workflows. - Users commend the **high-quality, intuitive experience** of RELAYTO, enabling efficient, engaging content creation effortlessly. - Users love RELAYTO's **user-friendly interface** , making it easy and fun to create dynamic content effortlessly. - Users love the **easy creation** process with RELAYTO AI, allowing quick and intuitive content development and sharing. **Cons:** - Users encounter a **steep learning curve** initially, which requires time to adapt to Relayto's rich features effectively. - Users experience a noticeable **learning difficulty** initially with RELAYTO AI due to its complex, rich features. - Users experience a **steep learning curve** initially with Relayto, as its rich features require time to master. - Users experience a noticeable **initial adjustment period** , making the platform feel complex before becoming intuitive and rewarding. - Users experience **initial usage difficulty** with Relayto AI due to its complexity, requiring time to become comfortable. #### What Are Recent G2 Reviews of RELAYTO AI? **"[RELAYTO Turns Static PDFs into Engaging, Trackable Content Experiences](https://www.g2.com/survey_responses/relayto-ai-review-12791315)"** **Rating:** 5.0/5.0 stars *— Meghana V.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12791315) --- **"[Effortless Data Automation with RELAYTO AI](https://www.g2.com/survey_responses/relayto-ai-review-12889034)"** **Rating:** 5.0/5.0 stars *— Raviraj G.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12889034) --- #### What Are G2 Users Discussing About RELAYTO AI? - [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks) - [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments ### 8. [Proposify](https://www.g2.com/products/proposify/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,108 **Why buyers love it?:** As I evaluated Proposify insights on G2, one pattern stood out: users consistently appreciate how it supports team-wide consistency in proposal creation. Reviewers reference structured template management, approval workflows, and reporting dashboards that surface performance trends. Many describe improved template discipline across large sales teams. It appears to be a system designed to bring order, repeatability, and visibility to proposal operations. ### What Do G2 Reviewers Say About Proposify? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Proposify, enabling quick and professional proposal sending with streamlined processes. - Users appreciate the **large library of templates** in Proposify, which enhances proposal efficiency and customization. - Users appreciate the **easy creation** of proposals in Proposify, enhancing teamwork and professionalism effortlessly. - Users enjoy the **easy setup** of Proposify, enabling quick and professional proposal sending with minimal effort. - Users appreciate the **flexible template creation** in Proposify, enabling quick and professional proposals for various services. **Cons:** - Users find **limited customization** in Proposify, finding it cumbersome to achieve their desired proposal appearance. - Users find the **difficult editing** process in Proposify challenging, affecting their ability to create polished proposals. - Users find **editing difficult** in Proposify, citing issues with alignment and cumbersome multi-page proposals. - Users report frustrating **slow performance** with Proposify, facing lag and issues during crucial tasks and presentations. - Users find **layout issues** in Proposify's editor frustrating, with challenges in sizing and saving edits effectively. #### Key Features - Mobile Signatures - Customizability: Variables and Fields - Proposal Effectiveness Reporting - CRM Integration - Contract Creation #### What Are Recent G2 Reviews of Proposify? **"[Effortless Proposal Creation, Highly Customizable](https://www.g2.com/survey_responses/proposify-review-12899894)"** **Rating:** 5.0/5.0 stars *— Diane M.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12899894) --- **"[Effortlessly Bridges Sales and Marketing](https://www.g2.com/survey_responses/proposify-review-12868681)"** **Rating:** 4.5/5.0 stars *— Maria A.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12868681) --- #### What Are G2 Users Discussing About Proposify? - [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment ### 9. [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 1,613 **Product Description:** Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. ### What Do G2 Reviewers Say About Jotform Sign? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Jotform Sign, praising its simple setup and customizable templates. - Users rave about the **easy setup** of Jotform Sign, enabling a smooth transition to a powerful document management tool. - Users appreciate the **intuitive design** of Jotform Sign, finding it easy to create and manage documents effortlessly. - Users value the **simplicity and accessibility** of Jotform Sign, making form creation effortless without technical skills. - Users find the **easy creation** of forms and workflows with Jotform Sign to be intuitive and efficient, enhancing productivity. **Cons:** - Users feel the **signature limits and pricing** are restrictive, leading to frustrations during high-demand periods. - Users find Jotform Sign's pricing to be **expensive** , with limited functionalities requiring costly upgrades for full access. - Users note the **limited customization** options in Jotform Sign, feeling constrained by its signature style and branding choices. - Users are frustrated with **form issues** like the inability to swap documents easily and view signatures properly. - Users find the **missing features** in Jotform Sign limit advanced workflows and essential functionalities compared to more robust platforms. #### What Are Recent G2 Reviews of Jotform Sign? **"[Affordable and Feature-Rich with Remote Signature Ease](https://www.g2.com/survey_responses/jotform-sign-review-11412266)"** **Rating:** 5.0/5.0 stars *— Rashanae P.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-11412266) --- **"[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12825628) --- ### 10. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 559 **Product Description:** Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. ### What Do G2 Reviewers Say About DocSend? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of DocSend, enjoying seamless document sharing and real-time engagement tracking. - Users appreciate the **visibility and insights** DocSend provides, enhancing their content strategy and collaboration effectiveness. - Users value the **real visibility** into document engagement that DocSend provides, enhancing strategic content sharing and decision-making. - Users value the **secure document sharing** capabilities of DocSend, enhancing confidentiality and insights in their workflows. - Users appreciate the **easy sharing and tracking** capabilities of DocSend, enhancing their content strategy and engagement insights. **Cons:** - Users find DocSend's pricing to be **expensive** , especially for those needing multiple user seats and advanced features. - Users face issues with **slow loading and limited file type support** , impacting overall experience and functionality. - Users find that DocSend is **lacking features** , particularly advanced analytics and mobile optimization, limiting overall effectiveness. - Users desire more **customization options** in DocSend to better meet their marketing and workflow needs. - Users express concerns over **high pricing** and the absence of a free trial, affecting accessibility and affordability. #### What Are Recent G2 Reviews of DocSend? **"[Easy Onboarding and User-Friendly E‑Signing That Streamlines Contracts](https://www.g2.com/survey_responses/docsend-review-12740184)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12740184) --- **"[Effortless Controlled Document Sharing with One Always-Up-to-Date Link](https://www.g2.com/survey_responses/docsend-review-12503276)"** **Rating:** 4.0/5.0 stars *— Vikram A.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12503276) --- #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### 11. [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 122 **Product Description:** Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. ### What Do G2 Reviewers Say About ConnectWise CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** of ConnectWise CPQ, enhancing flexibility and tailoring it to their needs. - Users appreciate the **responsive customer support** of ConnectWise CPQ, enhancing their overall experience and efficiency. - Users value the **high customizability** of ConnectWise CPQ, which enhances their quoting process significantly. - Users appreciate the **high customization options** of ConnectWise CPQ, enhancing the quoting process with flexibility and automation. - Users highlight the **easy integration** with CW PSA, enhancing the overall functionality and user experience of ConnectWise CPQ. **Cons:** - Users find **difficult editing** in ConnectWise CPQ frustrating due to limited formatting options and tedious document management. - Users face frequent **bug issues** with ConnectWise CPQ, causing frustration with formatting and document handling. - Users find the **setup process complex** and recommend hiring a knowledgeable consultant for assistance. - Users find the **setup process complex** and suggest hiring a knowledgeable consultant for assistance. - Users face significant **deletion problems** with ConnectWise CPQ, experiencing frustrations with document formatting and export limitations. #### What Are Recent G2 Reviews of ConnectWise CPQ? **"[Highly Customizable and Easy to Use After Proper Setup](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)"** **Rating:** 5.0/5.0 stars *— Eileen W.* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168) --- **"[A must have if you use CW environment.](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770) --- #### What Are G2 Users Discussing About ConnectWise CPQ? - [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp) - [What is quosal?](https://www.g2.com/discussions/what-is-quosal) - [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for) ### 12. [TaxDome](https://www.g2.com/products/taxdome/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 699 **Product Description:** Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. ### What Do G2 Reviewers Say About TaxDome? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of TaxDome, enhancing efficiency and client satisfaction without interruptions. - Users love the **centralized client management** features of TaxDome, enhancing efficiency and client trust with automation and support. - Users praise the **responsive customer support** of TaxDome, enhancing efficiency and collaboration with clients. - Users appreciate the **centralized document management** of TaxDome, enhancing organization and professionalism for their firms. - Users praise the **effective communication** tools of TaxDome, enhancing client interactions and prompt support responses. **Cons:** - Users find the **learning curve challenging** , despite TaxDome's support and resources, wishing for less setup time. - Users find the **missing features** in TaxDome, such as a word processor and capacity planning, frustrating and limiting. - Users find the **difficult learning curve** of TaxDome challenging, often requiring external training for effective use. - Users find the **time-consuming setup** of TaxDome requires significant effort to fully utilize its features. - Users face **billing issues** with TaxDome, struggling with credit card fees and proposal limitations for clients. #### What Are Recent G2 Reviews of TaxDome? **"[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)"** **Rating:** 4.5/5.0 stars *— Eric J.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) --- **"[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)"** **Rating:** 5.0/5.0 stars *— Heather B.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) --- #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment ### 13. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 34 **Product Description:** Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. ### What Do G2 Reviewers Say About Cone? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **excellent ease of use** in Cone, facilitating quick adoption and seamless proposal workflows. - Users praise Cone for its **amazing customer support** , always ready to assist and accommodate suggestions effectively. - Users highlight the **time-saving benefits** of Cone, enabling quick setup and efficient proposal management for businesses. - Users value the **efficiency** of Cone, enhancing workflows and saving countless hours in proposal management and client interactions. - Users commend **cost efficiency** of Cone, appreciating its combination of power, customer support, and overall value. **Cons:** - Users note a slight **learning curve** with Cone, but find the setup support extremely helpful in easing the process. - Users find the lack of an **autosave option** frustrating, as reloading the page causes loss of work. - Users find the **difficult setup** challenging, but appreciate the helpful support from the Cone team during the process. - Users find the **initial usage difficult** due to limited guidance and resources available for getting started. - Users find **limited customization** frustrating, as branding and content adjustments for proposals are quite restricted. #### What Are Recent G2 Reviews of Cone? **"[All-in-One Practice Management That Saves Time and Money](https://www.g2.com/survey_responses/cone-review-12334776)"** **Rating:** 5.0/5.0 stars *— Ben C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12334776) --- **"[Cone: Great Product and Truly Responsive Customer Service](https://www.g2.com/survey_responses/cone-review-12402475)"** **Rating:** 5.0/5.0 stars *— Christen C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12402475) --- ### 14. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 182 **Product Description:** Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. ### What Do G2 Reviewers Say About QuoteWerks? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of QuoteWerks, which simplifies processes and enhances efficiency across their operations. - Users praise QuoteWerks for its **efficiency** in seamlessly transforming quotes into invoices, enhancing workflow and project management. - Users love the **customizable templates** of QuoteWerks, elevating client presentations and aligning with branding effortlessly. - Users value the **efficiency improvements** of QuoteWerks, simplifying the entire sales-to-payment process with seamless integration. - Users value the **easy and comprehensive integration** of QuoteWerks, enhancing project management and streamlining workflows effortlessly. **Cons:** - Users find the **interface design lacking** , describing it as dated and complicating navigation and setup. - Users find the **complex setup** of QuoteWerks time-consuming, impacting overall efficiency and experience during initial deployment. - Users feel the **interface is dated** , impacting ease of navigation and hindering a more modern experience. - Users feel the product is **expensive** , and the initial deployment can take more time than anticipated. - Users experience **billing issues** , with concerns about slower deployment times and competitive pricing for QuoteWerks. #### What Are Recent G2 Reviews of QuoteWerks? **"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"** **Rating:** 4.5/5.0 stars *— Yolanda J.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508) --- **"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"** **Rating:** 5.0/5.0 stars *— Rachel N.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369) --- #### What Are G2 Users Discussing About QuoteWerks? - [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for) ### 15. [HoneyBook](https://www.g2.com/products/honeybook/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 206 **Product Description:** HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. ### What Do G2 Reviewers Say About HoneyBook? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of HoneyBook, streamlining essential business tasks effortlessly. - Users love the **time-saving efficiency** of HoneyBook, streamlining contracts and invoices for on-the-go management. - Users enjoy the **powerful automations** in HoneyBook, enhancing workflow and improving client management effortlessly. - Users value the **user-friendly features** of HoneyBook, finding it integral for managing their business efficiently. - Users love the **all-in-one solutions** of HoneyBook, streamlining their real estate operations and enhancing professionalism. **Cons:** - Users express a desire for **missing features** such as enhanced customization and better integration with other platforms. - Users express frustration over HoneyBook's **drastic price increases** without additional value, leading to disappointment and dissatisfaction. - Users express frustration with the **lack of integration** , making data migration and project management cumbersome and inefficient. - Users face significant **feature issues** with HoneyBook, including poor data export options and confusing integrations. - Users report significant **integration issues** with HoneyBook, leading to reliance on external systems and complicated workflows. #### What Are Recent G2 Reviews of HoneyBook? **"[All-in-One Business Hub: Invoices, Contracts, Payments, and Client-Friendly Templates](https://www.g2.com/survey_responses/honeybook-review-12885504)"** **Rating:** 4.0/5.0 stars *— Stephanie G.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-12885504) --- **"[Amazing All In One Tool for Service-Based Businesses!](https://www.g2.com/survey_responses/honeybook-review-12678475)"** **Rating:** 5.0/5.0 stars *— Alanna H.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-12678475) --- #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments ### 16. [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 67 **Product Description:** Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you. ### What Do G2 Reviewers Say About Iris? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **ease of use** of Iris, allowing for quick implementation and intuitive functionality. - Users find that Iris offers **time-saving benefits** by simplifying RFP responses and accelerating the review process. - Users appreciate how Iris provides **time-saving responses to RFPs** , streamlining processes and enhancing accuracy in submissions. - Users appreciate Iris for its **efficiency** , significantly reducing response times and streamlining the RFP process with ease. - Users praise Iris for its **exceptional customer support** , highlighting proactive assistance and hands-on guidance throughout the onboarding process. **Cons:** - Users feel the **lack of features** in Iris limits its functionality and project management capabilities. - Users face issues with **inaccurate responses** due to incomplete or outdated data affecting Iris's effectiveness. - Users find Iris lacking in **mobile capabilities** and the ability to generate independent answers, limiting its usefulness. - Users report **minor bugs** in Iris, as the platform evolves, but benefits remain substantial overall. - Users face **integration issues** with Iris, wishing for additional features and mobile support to enhance usability. #### What Are Recent G2 Reviews of Iris? **"[Streamlined RFP Collaboration with Iris](https://www.g2.com/survey_responses/iris-review-12696929)"** **Rating:** 5.0/5.0 stars *— Dylan S.* [Read full review](https://www.g2.com/survey_responses/iris-review-12696929) --- **"[Effortless Security Questionnaire Solution](https://www.g2.com/survey_responses/iris-review-10783543)"** **Rating:** 5.0/5.0 stars *— Casandra W.* [Read full review](https://www.g2.com/survey_responses/iris-review-10783543) --- ### 17. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 309 **Product Description:** Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. ### What Do G2 Reviewers Say About Assembly? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Assembly, simplifying client presentations and enhancing overall business organization. - Users value the **easy setup** of Assembly, finding it quick and efficient to get started with the platform. - Users appreciate the **responsive customer support** of Assembly, enhancing their experience with effective solutions and guidance. - Users find Assembly **intuitive and straightforward** , making client management and integrations seamless and efficient. - Users value the **seamless integrations** of Assembly, enhancing their client management and workflow efficiency effectively. **Cons:** - Users express a desire for more **missing features** and flexibility to better adapt Assembly to their workflows. - Users find the **limited features** of Assembly restrict customization and integration opportunities, impacting overall effectiveness. - Users find Assembly **lacking features** , often needing workarounds and third-party apps for essential functionality. - Users desire more **limited customization** options for the client portal, feeling it restricts tailored experiences. - Users desire improved **integration capabilities** for better compatibility with payment services and other software tools. #### What Are Recent G2 Reviews of Assembly? **"[Custom Workflows, Forms, and Easy Client Billing in One System](https://www.g2.com/survey_responses/assembly-review-12715760)"** **Rating:** 5.0/5.0 stars *— John M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-12715760) --- **"[Great platform for a small business owner!](https://www.g2.com/survey_responses/assembly-review-11538246)"** **Rating:** 5.0/5.0 stars *— Amanda G.* [Read full review](https://www.g2.com/survey_responses/assembly-review-11538246) --- #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) ### 18. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 257 **Product Description:** Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of OnePageCRM, noting its clear interface and manageable processes for client follow-ups. - Users value the **simple and effective design** of OnePageCRM, making client management easy and streamlined. - Users value the **simplicity and ease of use** of OnePageCRM, making it ideal for quick adoption in small businesses. - Users commend the **quick and caring customer support** from OnePageCRM, making their experience seamless and efficient. - Users appreciate the **easy setup** of OnePageCRM, making it intuitive and manageable for everyday tasks. **Cons:** - Users find the **missing features** of OnePageCRM limiting, wishing for better integration and functionality enhancements. - Users find **limited options** in reporting, automation, and customization with OnePageCRM, affecting their overall experience. - Users feel that OnePageCRM has **limited features** , lacking advanced integrations and reporting options for varied needs. - Users experience **export limitations** with OnePageCRM, making reporting and data analysis more cumbersome than desired. - Users find **integration issues** challenging, particularly when connecting OnePageCRM with other productivity and learning tools. #### What Are Recent G2 Reviews of OnePageCRM? **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- **"[Ideal CRM for Small to Mid-Sized Businesses](https://www.g2.com/survey_responses/onepagecrm-review-12294309)"** **Rating:** 5.0/5.0 stars *— Kato M.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12294309) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ### 19. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,276 **Why buyers love it?:** When I read through G2 reviews for Responsive, I noticed how often users emphasize its ability to streamline RFPs, RFIs, and long-form questionnaires. Reviewers highlight the AI-supported answer library, automated suggestions, and collaborative tools that help teams respond accurately under demanding timelines. Many also mention analytics that reveal content quality and contribution load. The feedback positions Responsive as a platform built for information-dense proposals that require precision and coordination. ### What Do G2 Reviewers Say About Responsive, formerly RFPIO? *AI-generated summary from verified user reviews* **Pros:** - Users find Responsive's platform **intuitive and efficient** , dramatically reducing RFI management time and enhancing overall productivity. - Users value the **powerful global capabilities** and the user-friendly features of Responsive, enhancing their workflow efficiency. - Users appreciate the **efficiency** of Responsive, making collaboration and managing responses extremely streamlined and effective. - Users value the **time-saving capabilities** of Responsive, streamlining project management and content organization efficiently. - Users value the **effective team collaboration** in Responsive, enabling streamlined project management and fast response to inquiries. **Cons:** - Users find the **UI not intuitive** at first, which complicates navigation and overall user experience. - Users note the lack of **essential features** like duplicate Q&A notifications and limited format support, affecting usability. - Users find the **non-intuitive features** of Responsive challenging, making searches and navigation more difficult than necessary. - Users face a **difficult learning curve** initially, though support resources help ease the process over time. - Users find the **search functionality inefficient** , often struggling with exact keywords to find relevant information. #### Key Features - Online Document Creation - Proposal Effectiveness Reporting - Alerts and Notifications - Templates - Review #### What Are Recent G2 Reviews of Responsive, formerly RFPIO? **"[Major Time-Saver for Multilingual RFPs with a Smarter AI Assistant](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12891436)"** **Rating:** 5.0/5.0 stars *— Sofía A.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12891436) --- **"[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)"** **Rating:** 5.0/5.0 stars *— Horia Z.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920) --- #### What Are G2 Users Discussing About Responsive, formerly RFPIO? - [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### 20. [Smart Pricing Table](https://www.g2.com/products/smart-pricing-table/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 53 **Product Description:** Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offering reusable components, customizable templates, and interactive options, it enables users to build detailed, client-driven proposals efficiently, reducing the time spent on proposal generation by up to 90%. Key Features and Functionality: - Reusable Line Items: Create a library of pre-defined services that can be quickly inserted into any proposal, ensuring accuracy and scalability. - Powerful Templates: Develop ready-to-use templates for common project types by combining content blocks and service packages, facilitating rapid proposal assembly. - Interactive Proposals: Allow clients to select optional add-ons and upsells through interactive checkboxes, enhancing engagement and increasing deal sizes. - Price Visibility Controls: Customize what clients see by showing or hiding individual line items and sections within the proposal. - Discounts & Price Adjustments: Easily apply discounts, rush fees, or adjustments to accommodate project complexities without disrupting the proposal structure. - In-App Proposal Sending: Send proposals directly from the application or via custom links, providing a seamless and branded client experience. - CRM Integrations: Integrate with platforms like HubSpot, Pipedrive, Zoho CRM, and Salesforce (beta) to synchronize data and streamline workflows. Primary Value and Solutions Provided: Smart Pricing Table addresses common challenges faced by service providers, such as time-consuming proposal creation, scope creep, and limited client engagement. By leveraging reusable components and interactive features, it reduces the time spent on drafting proposals, minimizes unpaid work, and empowers clients to customize their service packages, leading to higher conversion rates and increased revenue. The software's user-friendly interface and integration capabilities ensure a smooth workflow, allowing businesses to focus more on delivering value to their clients. ### What Do G2 Reviewers Say About Smart Pricing Table? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **outstanding customer support** of Smart Pricing Table, with quick responses and effective training resources. - Users commend the **ease of use** of Smart Pricing Table, streamlining proposal creation and enhancing productivity effectively. - Users appreciate the **efficiency** of Smart Pricing Table, as it streamlines proposal creation and boosts productivity. - Users find Smart Pricing Table to be a **huge time-saver** , streamlining their proposal process efficiently and professionally. - Users value the **easy creation of proposals** with Smart Pricing Table, enhancing business efficiency and client satisfaction. **Cons:** - Users find the **limited client signer options** restrictive for businesses requiring multiple signatures on proposals. - Users express a need for more **design control** and customization to avoid the perception of generic proposals. - Users find the **initial usage difficult** , often requiring more personal guidance beyond available video resources. - Users experience a **lack of guidance** with Smart Pricing Table, finding video resources insufficient for understanding the setup process. - Users find **layout issues** challenging, wishing for more design control in the final output formats. #### What Are Recent G2 Reviews of Smart Pricing Table? **"[A Game Changer for Agency Proposals](https://www.g2.com/survey_responses/smart-pricing-table-review-11734948)"** **Rating:** 5.0/5.0 stars *— Lukas L.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-11734948) --- **"[Flexible quoting that fits messy agency life](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)"** **Rating:** 5.0/5.0 stars *— Ryan S.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578) --- ### 21. [Nusii](https://www.g2.com/products/nusii/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **Product Description:** Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow. #### What Are Recent G2 Reviews of Nusii? **"[Reliant](https://www.g2.com/survey_responses/nusii-review-5128641)"** **Rating:** 4.5/5.0 stars *— Nicole L.* [Read full review](https://www.g2.com/survey_responses/nusii-review-5128641) --- **"[The lost art and persuasive power of a great proposal format - Nusii rocks!](https://www.g2.com/survey_responses/nusii-review-7990413)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/nusii-review-7990413) --- #### What Are G2 Users Discussing About Nusii? - [What is Nusii used for?](https://www.g2.com/discussions/what-is-nusii-used-for) ### 22. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 **Product Description:** Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. ### What Do G2 Reviewers Say About Nintex? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Nintex, allowing non-IT staff to create solutions quickly and effectively. - Users value the **ease of automation** with Nintex, enabling streamlined workflows and significant reduction in manual tasks. - Users appreciate the **intuitive workflow management** of Nintex, enjoying its ease of use and reliable performance. - Users love the **easy setup** of Nintex, enabling quick implementation of features and smooth integration with existing systems. - Users value the **versatile capabilities** of Nintex, enabling seamless automation of both simple and complex workflows. **Cons:** - Users find Nintex's **limited features** hinder effective data manipulation and customization compared to other tools. - Users face a **learning curve** with Skuid, needing time and support to fully utilize its extensive features. - Users find Nintex to be **expensive** , particularly for smaller teams, affecting accessibility and overall satisfaction. - Users find the **complexity of workflows** in Nintex challenging, requiring extensive time and guidance to manage effectively. - Users express frustration over the **limited customization options** that hinder the ability to tailor Nintex workflows effectively. #### What Are Recent G2 Reviews of Nintex? **"[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) --- **"[Boosts Productivity with No-Code Automation](https://www.g2.com/survey_responses/nintex-review-12454818)"** **Rating:** 4.0/5.0 stars *— Valerie D.* [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) --- #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) ### 23. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 241 **Why buyers love it?:** When I assessed Oracle CPQ G2 reviews, I noticed strong emphasis on its capacity to support highly detailed configuration and pricing structures. Reviewers describe dependable rules engines, guided configuration paths, and dynamic document generation that ensures accuracy across large product catalogs. They also highlight the stability the platform brings to enterprise-scale quoting. It emerges as a robust solution for organizations that deal with intricate pricing logic. ### What Do G2 Reviewers Say About Oracle CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Oracle CPQ, facilitating smooth navigation through complex sales processes. - Users appreciate the **time-saving features** of Oracle CPQ, significantly speeding up the quoting and pricing process. - Users value the **efficiency** of Oracle CPQ, enhancing quote accuracy and speeding up the quoting process significantly. - Users value the **sales efficiency** of Oracle CPQ, noting its streamlined processes and guided selling capabilities. - Users value the **seamless integrations** of Oracle CPQ with various platforms, enhancing their overall efficiency and workflow. **Cons:** - Users find the **complexity** of Oracle CPQ overwhelming, especially during initial setup and customization, requiring technical expertise. - Users face **bug issues** that lead to slow performance, data loss, and functionality problems during use. - Users find the **complex setup** of Oracle CPQ challenging, particularly with advanced customization and pricing rules. - Users find the **initial usage difficulty** of Oracle CPQ challenging, especially due to its steep learning curve and complex interface. - Users find the **steep learning curve** of Oracle CPQ challenging, often requiring extensive time to master. #### Key Features - Product Catalog - Discounting - Grouping - Configuration Ease of Admin - Mobile User Support #### What Are Recent G2 Reviews of Oracle CPQ? **"[Streamlined Quoting with Powerful Automation - OCPQ](https://www.g2.com/survey_responses/oracle-cpq-review-11872156)"** **Rating:** 5.0/5.0 stars *— Harish T.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-11872156) --- **"[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)"** **Rating:** 5.0/5.0 stars *— Manisha Reddy K.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518) --- #### What Are G2 Users Discussing About Oracle CPQ? - [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm) ### 24. [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 165 **Product Description:** Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate ### What Do G2 Reviewers Say About Upland Qvidian? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Upland Qvidian, enhancing efficiency and collaboration in content management. - Users commend the **efficient content management** in Upland Qvidian, enhancing proposal creation and overall library effectiveness. - Users value the **effective content management** of Upland Qvidian, enhancing productivity and simplifying proposal processes. - Users appreciate the **quick and reliable access** to proposal content and the valuable features for content generation. - Users find **content management indispensable** , significantly improving efficiency and support for daily utilization by the team. **Cons:** - Users find the **limited features** of Upland Qvidian restrictive, affecting functionality and ease of use. - Users find that **feature usability could improve** with more streamlined options and easier reporting functionalities. - Users find Qvidian to be **not intuitive** , making it challenging for new users to navigate effectively. - Users find **difficult learning** curves a major hurdle, especially with complex merge code implementations and navigation issues. - Users struggle with the **ineffective search functionality** in Qvidian, making it hard to locate needed information. #### What Are Recent G2 Reviews of Upland Qvidian? **"[Efficient Proposal Creation but Needs Enhanced Search](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953) --- **"[Outstanding Support from Upland Qvidian Specialists Makes Qvidian Easy to Master](https://www.g2.com/survey_responses/upland-qvidian-review-12512588)"** **Rating:** 5.0/5.0 stars *— Sono N.* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-12512588) --- #### What Are G2 Users Discussing About Upland Qvidian? - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do) - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio) - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software) ### 25. [Better Proposals](https://www.g2.com/products/better-proposals/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 51 **Product Description:** Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams. ### What Do G2 Reviewers Say About Better Proposals? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Better Proposals, praising its intuitive design and seamless integration. - Users value the **design quality** of Better Proposals, enabling professional and dynamic presentation of their video content. - Users love the **dynamic document management** in Better Proposals, which enhances their video content with professional designs. - Users love the **easy creation** feature of Better Proposals, enabling quick setup of beautiful templates for their business. - Users love the **easy integrations** that streamline automation and enhance functionality for their businesses. **Cons:** - Users often face **billing issues** , experiencing payment failures and unhelpful support responses regarding software usage. - Users find the **clunky interface** of Better Proposals frustrating and unintuitive, leading to significant issues in proposal creation. - Users find the **complex setup** challenging, with non-intuitive processes and unresolved payment issues affecting their experience. - Users find the **email issues** with Better Proposals problematic, lacking custom templates and essential integration features. - Users experience a **clunky and glitchy interface** , making proposal creation tedious and frustrating. #### What Are Recent G2 Reviews of Better Proposals? **"[Game-Changer for Automation and Value](https://www.g2.com/survey_responses/better-proposals-review-11971977)"** **Rating:** 5.0/5.0 stars *— Rebekah S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977) --- **"[Combines accepting an agreement with signature and payment in one go](https://www.g2.com/survey_responses/better-proposals-review-12051478)"** **Rating:** 5.0/5.0 stars *— Bunty S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478) --- #### What Are G2 Users Discussing About Better Proposals? - [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for) - [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software) - [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal) ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## How Do You Choose the Right Proposal Software? ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route. --- ## What Are the Most Common Questions About Proposal Software? ### How can proposal software improve my team's efficiency? Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement. ### How do I evaluate the ROI of investing in proposal software? To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI. ### How do pricing models vary across different proposal software solutions? Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market. ### How do proposal software solutions handle compliance and security? Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software. ### How do user reviews reflect the reliability of proposal software? User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings. ### How scalable is proposal software for growing businesses? Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions. ### What are common user experiences with proposal software? Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality. ### What are the best practices for implementing proposal software in my organization? To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes. ### What are the key features to look for in proposal software? Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation. ### What are the most common use cases for proposal software? Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals. ### What integrations should I consider for my proposal software? When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration. ### What support options are typically available for proposal software users? Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others.