Best Enterprise Proposal Software - Page 2

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 460

Category Stats (Nov 2026)

  • Average Rating: 4.51/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nusii (+4.16%) - Among all products in this category, Nusii recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 24,800+ Authentic Reviews
  • 460+ Products
  • Unbiased Rankings

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

G2 Grid® for Proposal Software

G2 Grid® for Proposal Software plotting products by satisfaction and market presence

Highlighted products: Responsive, formerly RFPIO, Loopio, Oracle CPQ, AutogenAI, Conga Composer, Conga CLM, GetAccept, and Upland Qvidian.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=loopio&focus%5B%5D=oracle-cpq&focus%5B%5D=autogenai&focus%5B%5D=conga-composer&focus%5B%5D=conga-conga-clm&focus%5B%5D=getaccept&focus%5B%5D=upland-qvidian&segment=enterprise)

Pricefx

Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts.

Average Rating: 4.4/5.0

Total Reviews: 142

How Do G2 Users Rate Pricefx?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.1/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Pricefx?

  • Seller: Pricefx
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Prague, Czech Republic
  • LinkedIn® Page: www.linkedin.com
    380 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Pricing Manager, Pricing Analyst
  • Top Industries: Automotive, Electrical/Electronic Manufacturing
  • Company Size: 64% Large, 21% Medium

What Do G2 Reviewers Say About Pricefx?

AI-generated summary from verified user reviews

Pros
  • Users value the flexibility of Pricefx, as it adapts perfectly to unique business requirements and practices.
  • Users highlight the ease of use of Pricefx, appreciating its intuitive interface and smooth implementation process.
  • Users appreciate the efficiency of Pricefx, as it streamlines price calculations and enhances configurability for unique business needs.
  • Users appreciate the customization capabilities of Pricefx, enabling tailored solutions for unique business models and complex pricing.
  • Users commend the implementation ease of Pricefx, noting its smooth integration and intuitive design that enhances productivity.
Cons
  • Users find the complex implementation of Pricefx challenging, often requiring time-consuming customization for various scenarios.
  • Users face a difficult learning process with Pricefx, as initial setup can be complex and time-consuming.
  • Users find some aspects of Pricefx underwhelming in usability, including navigation complexity and limited UI control features.
  • The steep learning curve for new users complicates the initial setup and configuration process.
  • Users face challenges with support dependency, requiring technical assistance for maintenance and dealing with bugs.

What Are Recent G2 Reviews of Pricefx?

What Are G2 Users Discussing About Pricefx?

Tribble

Tribble is a governed knowledge platform for organizations that answer high-stakes questions under time pressure. It takes the knowledge a company already holds, scattered across the CRM, call recordings, decks and documents, and turns it into answers that are cited, reviewable and drawn only from approved sources. At the center sits a knowledge layer Tribble calls the Brain. It learns: every document read and every expert correction compounds into one current understanding of how the business runs, with experts kept in the loop wherever judgment matters. Unlike a content library, where everything sits on the shelf and nothing indicates what is current, newer approved answers outrank stale ones. The platform covers RFPs, RFIs, due diligence questionnaires and security questionnaires, and connects to sources including Salesforce, Highspot, Confluence, SharePoint, Google Drive, Box and call recordings. Answers are delivered inside Slack, Microsoft Teams and the browser, so subject matter experts contribute without leaving the tools they already work in. The same knowledge layer supports pre-call preparation, closed-lost analysis, partner enablement, call coaching and CRM hygiene, so one deployment serves more than the proposal team. Published deployments include a sales engineer completing 90 percent of a 200-question RFP in under an hour, a proposal team handling more than 500 bids a year, and an enterprise rollout reaching 1,300 internal users and 350 partner organizations. Licensing is usage-based with unlimited users, so reviewers, subject matter experts and approvers participate without additional licenses. Tribble was founded in 2023 and is backed by Salesforce Ventures.

Average Rating: 4.7/5.0

Total Reviews: 175

How Do G2 Users Rate Tribble?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Tribble?

  • Seller: Tribble
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Los Angeles, CA
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Medium, 42% Large

What Do G2 Reviewers Say About Tribble?

AI-generated summary from verified user reviews

Pros
  • Users find Tribble's user-friendly interface and seamless integrations streamline their workflows and save valuable time.
  • Users value the time-saving integration of Tribble with Slack, allowing for quick, efficient answers and streamlined communication.
  • Users value the efficiency of Tribble, quickly finding answers and enhancing productivity through seamless Slack integration.
  • Users value the seamless Slack integration of Tribble, enhancing workflows and simplifying data access for better efficiency.
  • Users love the intuitive RFP management of Tribble, significantly reducing time spent on repetitive tasks and enhancing efficiency.
Cons
  • Users face challenges due to inaccurate responses from Tribble, raising concerns about its reliability for sharing information.
  • Users find the limited features of Tribble can lead to frustrations and a need for precise prompting.
  • Users express concerns about AI inaccuracy in Tribble, citing frequent formatting errors and unreliable information retrieval.
  • Users experience data reliability issues with Tribble, including formatting errors and incorrect information retrieval.
  • Users report inaccuracy issues with Tribble, causing concerns about reliability and correctness in shared information.

What Are Recent G2 Reviews of Tribble?

DocSend

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.

Average Rating: 4.6/5.0

Total Reviews: 562

How Do G2 Users Rate DocSend?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind DocSend?

  • Seller: Dropbox
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    4,183 employees on LinkedIn®
  • Ownership: NASDAQ: DBX

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 75% Small, 21% Medium

What Do G2 Reviewers Say About DocSend?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use in DocSend, appreciating its quick setup and seamless document management features.
  • Users value the insightful content utilization tracking of DocSend, enabling strategic decisions and efficient document management.
  • Users value DocSend for its detailed analytics and easy document sharing, enhancing insights for better decision-making.
  • Users appreciate the detailed tracking features of DocSend, enabling insightful analysis of document engagement for optimization.
  • Users appreciate the strong security and access control features of DocSend, enabling confident sharing of sensitive documents.
Cons
  • Users find DocSend's pricing not very accessible, particularly for smaller teams and with frequent price changes.
  • Users find the app functionality lacking due to slow loading, integration issues, and limited mobile optimization.
  • Users find DocSend has lacking features in lower-tier plans, limiting accessibility and performance for smaller teams.
  • Users find DocSend has limited features, particularly for smaller teams due to higher-tier plan restrictions.
  • Users find limitations in advanced features and face slow loading, integration issues, and mobile optimization concerns.

What Are Recent G2 Reviews of DocSend?

What Are G2 Users Discussing About DocSend?

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QorusDocs

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com

Average Rating: 4.4/5.0

Total Reviews: 166

How Do G2 Users Rate QorusDocs?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.8/10)

Who Is the Company Behind QorusDocs?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Large, 31% Medium

What Do G2 Reviewers Say About QorusDocs?

AI-generated summary from verified user reviews

Pros
  • Users find QorusDocs to offer ease of use, with intuitive features and responsive support enhancing their experience.
  • Users appreciate the intuitive document management of QorusDocs, which seamlessly integrates with existing O365 workflows.
  • Users appreciate the convenient content management of QorusDocs, seamlessly integrating with Microsoft Word and SharePoint.
  • Users appreciate the responsive and knowledgeable customer support of QorusDocs, ensuring quick assistance with queries.
  • Users commend the intuitive AI functionality of QorusDocs, enhancing productivity and streamlining document processes seamlessly.
Cons
  • Users find limited features in QorusDocs, hindering their ability to effectively track and manage pursuits.
  • Users experience slow performance with QorusDocs, encountering delays and occasional application hangs when accessing documents.
  • Users note the complexity of QorusDocs requires technical expertise, challenging those unprepared for its advanced features.
  • Users find missing simple features in QorusDocs, such as content reordering and a built-in search function.
  • Users experience delays in opening large documents and frustration from slow support ticket resolutions due to frequent updates.

What Are Recent G2 Reviews of QorusDocs?

What Are G2 Users Discussing About QorusDocs?

XaitPorter

XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.

Average Rating: 4.6/5.0

Total Reviews: 51

How Do G2 Users Rate XaitPorter?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind XaitPorter?

  • Seller: Xait
  • Year Founded: 2000
  • HQ Location: Sandnes, Norway
  • LinkedIn® Page: www.linkedin.com
    92 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Oil & Energy, Computer Software
  • Company Size: 57% Medium, 31% Large

What Are Recent G2 Reviews of XaitPorter?

What Are G2 Users Discussing About XaitPorter?

QuoteWerks

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

Average Rating: 4.4/5.0

Total Reviews: 192

How Do G2 Users Rate QuoteWerks?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind QuoteWerks?

Who Uses This Product?

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

What Do G2 Reviewers Say About QuoteWerks?

AI-generated summary from verified user reviews

Pros
  • Users find QuoteWerks to have an exceptionally easy setup, enhancing their efficiency in generating professional quotes seamlessly.
  • Users highlight the efficiency of QuoteWerks, seamlessly streamlining the workflow from quotes to project management.
  • Users benefit from templates in QuoteWerks, streamlining quote creation and enhancing overall efficiency and organization.
  • Users highlight the efficiency improvement of QuoteWerks, streamlining workflows from quotes to cash with impressive speed.
  • Users highly value the easy and comprehensive integration of QuoteWerks with CRM and vendor workflows, enhancing efficiency.
Cons
  • Users find the poor interface design of QuoteWerks outdated and initially confusing, though some adapt over time.
  • Users find the complex setup of QuoteWerks to be time-consuming, impacting initial deployment and integration processes.
  • Users note the dated interface of QuoteWerks, affecting navigation and setup for those accustomed to modern designs.
  • Users find QuoteWerks to be expensive, particularly noting the high costs associated with its use and deployment.
  • Users experience billing issues with QuoteWerks, citing concerns over pricing competitiveness and time-consuming integration processes.

What Are Recent G2 Reviews of QuoteWerks?

What Are G2 Users Discussing About QuoteWerks?

OrbitShift

OrbitShift is an AI-powered sales engine built for enterprise technology, engineering, and business services organizations, helping teams move from the first signal of opportunity to closing the deal. Powered by 50+ specialized AI agents, OrbitShift continuously connects live buying signals with the intelligence spread across your CRM, customer interactions, and knowledge repositories. It helps teams uncover emerging opportunities, understand complex accounts, identify the right buyers, execute relevant campaigns and outreach, manage proposals, and move deals forward faster. Rather than adding another point solution to the sales stack, OrbitShift brings sales, campaign teams, pre-sales, and enablement together around a shared view of the customer and the next best action. Every part of the selling motion becomes faster, more connected, and easier to execute. Trusted by 8 of the world's top 15 technology services providers, including DXC, Fujitsu, HCLTech, Infosys, LTIMindtree, Tech Mahindra, and Wipro, OrbitShift helps organizations build better-qualified pipeline, shorten deal cycles, increase win rates, and accelerate proposal management.

Average Rating: 4.5/5.0

Total Reviews: 45

How Do G2 Users Rate OrbitShift?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind OrbitShift?

  • Seller: OrbitShift
  • Year Founded: 2022
  • HQ Location: San Francisco, California, United States
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 57% Large, 19% Medium

What Do G2 Reviewers Say About OrbitShift?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of OrbitShift, benefiting from streamlined navigation and automated tasks that enhance productivity.
  • Users value the ease of use of OrbitShift, enjoying seamless navigation and efficient access to essential information.
  • Users value OrbitShift for its centralized decision-making capabilities, enhancing efficiency and keeping them informed effortlessly.
  • Users appreciate the time-saving features of OrbitShift, streamlining workflows and enhancing productivity through automation and centralization.
  • Users value the easy navigation and quick access to client profiles, enhancing their workflow significantly.
Cons
  • Users face data inaccuracy issues on OrbitShift, as some information appears outdated or mismatched, affecting reliability.
  • Users experience outdated data on OrbitShift, leading to inaccuracies that undermine trust and reliability in the information provided.
  • Users find the inaccurate responses in OrbitShift concerning, citing issues with outdated and mismatched contact information.
  • Users face issues with outdated information on OrbitShift, leading to confusion and decreased reliability in data accuracy.
  • Users find the learning curve steep, requiring time and guidance to fully utilize OrbitShift's capabilities.

What Are Recent G2 Reviews of OrbitShift?

Tacton CPQ

Tacton CPQ (Configure, Price, Quote) helps manufacturers of complex, highly configurable products quote faster, win more profitable business and sell with confidence that what they promise can be built. Purpose-built for complex manufacturing, Tacton turns product complexity into a guided sales experience. Its constraint-based configuration engine brings together product knowledge, engineering constraints and commercial rules to help sales teams configure valid, buildable solutions that meet customer needs. With needs-based configuration, real-time pricing, interactive 3D visualization and automated CAD generation, sales teams and channel partners can guide buyers to the right solution and create accurate quotes with less dependence on engineering support. Engineers gain time to focus on innovation, while sellers spend more time helping customers understand the value of their options. Tacton CPQ helps manufacturers: - **Accelerate quoting:** Turn customer requirements into valid configurations, pricing and proposals with fewer manual steps. - **Improve quote accuracy:** Apply product and commercial rules consistently to reduce configuration errors and costly order corrections. - **Protect profitability:** Reduce the errors and rework that erode margins between quote and delivery. - **Scale product expertise:** Make complex product knowledge accessible across direct sales, reseller, self-service and eCommerce channels. Tacton CPQ connects with existing CRM, ERP, PLM and CAD systems, helping teams use shared product information and reduce manual data entry. Tacton CPQ is also part of Tacton’s Connected Suite, alongside Configuration Lifecycle Management (CLM) and Configured Order Fulfillment (COF). Together, they connect engineering, sales and manufacturing through one source of configuration truth, helping manufacturers govern product rules, quote what they can build and prepare accurate, factory-specific orders. From the first customer conversation to the manufacturing handoff, Tacton helps teams respond faster, reduce errors and keep customer commitments while protecting the margin in between. **Promise what you can build. Build what you promised.**

Average Rating: 4.3/5.0

Total Reviews: 50

How Do G2 Users Rate Tacton CPQ?

  • Ease of Use: 8.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Tacton CPQ?

  • Seller: Tacton
  • Year Founded: 1998
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    245 employees on LinkedIn®
  • Phone: +46 (0) 8 690 07 50

Who Uses This Product?

  • Top Industries: Mechanical or Industrial Engineering, Industrial Automation
  • Company Size: 63% Large, 19% Small

What Do G2 Reviewers Say About Tacton CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Tacton CPQ, enhancing their efficiency with smart configurations and seamless integration.
  • Users value the easy integrations of Tacton CPQ, enhancing their workflow with seamless setups and streamlined processes.
  • Users praise the flexibility of Tacton CPQ, appreciating its versatility across various channels and innovative visualization options.
  • Users appreciate the implementation ease of Tacton CPQ, highlighting its smart configuration and seamless integration capabilities.
  • Users highlight the seamless integrations of Tacton CPQ, enhancing workflow efficiency and streamlining processes.
Cons
  • Users face a dependency on rule configurations that complicates setup and limits customization options in Tacton CPQ.
  • Users find the costly setup of Tacton CPQ to be a significant hurdle in achieving efficient usage.
  • Users face a steep learning curve with Tacton CPQ, making initial setup and customization challenging.
  • Users find the limited customization of Tacton CPQ restricts their ability to tailor the product to their needs.
  • Users find the poor interface design of Tacton CPQ frustrating, impacting their overall usability and experience.

What Are Recent G2 Reviews of Tacton CPQ?

What Are G2 Users Discussing About Tacton CPQ?

ClientPoint

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind ClientPoint?

  • Seller: ClientPoint
  • Year Founded: 2009
  • HQ Location: Carlsbad, CA
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®
  • Phone: -9234

Who Uses This Product?

  • Who Uses This: Business Development Manager, Business Development Executive
  • Top Industries: Facilities Services, Security and Investigations
  • Company Size: 34% Medium, 33% Large

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

Pros
  • Users love the insightful and easy-to-use AI technology of ClientPoint, enhancing their digital sales experience.
  • Users appreciate the effective client management capabilities of ClientPoint, streamlining document sharing and organization throughout sales cycles.
  • Users value the Customer Success features of ClientPoint, enhancing organization and ease during complex sales processes.
  • Users appreciate the easy document tracking and organization with ClientPoint, enhancing their sales process efficiency.
  • Users appreciate the ease of use of ClientPoint, simplifying document sharing and prospect management throughout the sales process.
Cons
  • Users report performance issues with slow page loading and delays in uploading and saving documents.
  • Users often face saving issues with ClientPoint, experiencing slow page loads and delays in document uploads.
  • Users experience slow loading times with ClientPoint, finding uploading and saving documents to be time-consuming.
  • Users experience slow performance with ClientPoint, facing delays in loading pages and uploading documents.
  • Users experience upload issues due to slow loading times, requiring several seconds to a minute for document uploads.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

RELAYTO AI

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

Average Rating: 4.7/5.0

Total Reviews: 457

How Do G2 Users Rate RELAYTO AI?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.5/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.4/10 (Category avg: 8.8/10)

Who Is the Company Behind RELAYTO AI?

  • Seller: Relayto
  • Year Founded: 2023
  • HQ Location: San Francisco , California
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Student, Executive Assistant
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 62% Small, 23% Medium

What Do G2 Reviewers Say About RELAYTO AI?

AI-generated summary from verified user reviews

Pros
  • Users find RELAYTO AI to be incredibly user-friendly and intuitive, streamlining the content creation and collaboration process.
  • Users appreciate the intuitive and user-friendly interface of RELAYTO AI, enhancing efficiency and collaboration in content creation.
  • Users love the intuitive and user-friendly interface of RELAYTO, making content creation quick and engaging.
  • Users appreciate the intuitive quality of RELAYTO AI, enabling effortless content creation and enhancing team collaboration.
  • Users find RELAYTO's easy creation process a major advantage, enhancing efficiency and enabling creative flexibility in content development.
Cons
  • Users note a challenging learning curve with RELAYTO, requiring time to master its abundant features and customization options.
  • Users find the initial learning curve challenging, but support resources help ease the transition to proficiency.
  • Users often face a steep learning curve at first, but support and practice yield rewarding results over time.
  • Users face an initial difficulty with RELAYTO due to its complex features and steep learning curve.
  • Users often face initial usage difficulties due to complexity, but benefits emerge with time and familiarity.

What Are Recent G2 Reviews of RELAYTO AI?

What Are G2 Users Discussing About RELAYTO AI?

RocketDocs

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

Average Rating: 4.2/5.0

Total Reviews: 104

How Do G2 Users Rate RocketDocs?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind RocketDocs?

  • Seller: RocketDocs
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 50% Medium, 31% Large

What Do G2 Reviewers Say About RocketDocs?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer service and effective collaboration features of RocketDocs for RFP management.
  • Users value the high level of customer service and ongoing support provided by RocketDocs, enhancing their experience.
  • Users praise the exceptional customer support of RocketDocs, highlighting their responsiveness and dedication to user needs.
  • Users value the ease of use of RocketDocs, enhancing workflow efficiency and content management seamlessly.
  • Users value the efficiency of RocketDocs in streamlining approvals and enhancing workflow management for documentation.
Cons
  • Users find the inefficient search functionality of RocketDocs frustrating, hindering effective navigation of large databases.
  • Users are frustrated by the manual processes required for uploads and document attachments in RocketDocs, hindering efficiency.
  • Users find the difficult learning curve of RocketDocs challenging, especially for those expecting a simple interface.
  • Users face formatting issues with RocketDocs, making document generation and exports unnecessarily complicated and inconsistent.
  • Users find the inadequate filtering of RocketDocs frustrating, complicating the retrieval of necessary documents and results.

What Are Recent G2 Reviews of RocketDocs?

What Are G2 Users Discussing About RocketDocs?

Oneflow

Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control.

Average Rating: 4.4/5.0

Total Reviews: 361

How Do G2 Users Rate Oneflow?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Oneflow?

  • Seller: Oneflow
  • Year Founded: 2012
  • HQ Location: Stockholm, Stockholm County
  • LinkedIn® Page: www.linkedin.com
    157 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Konsultchef
  • Top Industries: Staffing and Recruiting, Computer Software
  • Company Size: 44% Small, 43% Medium

What Do G2 Reviewers Say About Oneflow?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Oneflow, finding setup and navigation straightforward and efficient.
  • Users appreciate the intuitive interface of Oneflow, making setup and document management simple and efficient.
  • Users appreciate the efficiency of Oneflow, enabling effortless planning and smooth, real-time collaboration on contracts.
  • Users appreciate the real-time collaboration and customization offered by Oneflow, significantly enhancing the contract management experience.
  • Users appreciate the excellent customer support from Oneflow, noting prompt and effective assistance when needed.
Cons
  • Users express frustration over the missing features in Oneflow, specifically lack of essential functionalities and poor integrations.
  • Users struggle with integration issues and limited support, complicating document management and review processes in Oneflow.
  • Users desire more customization options in Oneflow to enhance flexibility and tailor the experience to their needs.
  • Users find Oneflow to be quite expensive, feeling pressured to pay more for promised functionalities shortly after purchase.
  • Users find the feature usability lacking, struggling with integrations and cumbersome settings compared to competitors.

What Are Recent G2 Reviews of Oneflow?

What Are G2 Users Discussing About Oneflow?

Qwilr

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

Average Rating: 4.6/5.0

Total Reviews: 923

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How Do G2 Users Rate Qwilr?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.8/10)

Who Is the Company Behind Qwilr?

  • Seller: Qwilr
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redfern, New South Wales
  • LinkedIn® Page: www.linkedin.com
    106 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Qwilr?

AI-generated summary from verified user reviews

Pros
  • Users find Qwilr to be extremely user-friendly, enjoying seamless quote creation and easy template management integration.
  • Users value the ease of creating aesthetic proposals with Qwilr, appreciating the modern design and intuitive interface.
  • Users value the excellent customer support provided by Qwilr, making setup and assistance effortless and efficient.
  • Users love the easy-to-use templates in Qwilr, allowing for quick, beautiful proposals that enhance efficiency.
  • Users find the easy setup of Qwilr intuitive and beneficial, enhancing their experience in creating proposals.
Cons
  • Users find limited customization options frustrating, particularly for layout adjustments and coding flexibility within Qwilr.
  • Users find difficult editing in Qwilr frustrating, as formatting and positioning elements require excessive copying and pasting.
  • Users note a lack of missing features in Qwilr, particularly in syncing, payment options, and proposal templates.
  • Users face integration issues with Qwilr, especially regarding payment processing and syncing with Salesforce.
  • Users often struggle with limited features that hinder layout control and complicate content placement within Qwilr.

What Are Recent G2 Reviews of Qwilr?

What Are G2 Users Discussing About Qwilr?

Ideagen Collaboration Portal

Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

Average Rating: 4.2/5.0

Total Reviews: 139

How Do G2 Users Rate Ideagen Collaboration Portal?

  • Ease of Use: 8.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 6.3/10 (Category avg: 8.8/10)

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, GB
  • LinkedIn® Page: www.linkedin.com
    1,445 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Government Administration
  • Company Size: 42% Small, 32% Large

What Do G2 Reviewers Say About Ideagen Collaboration Portal?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of the Ideagen Collaboration Portal enhances collaboration without the need for specialized training.
  • Users value the exceptional customer support of Ideagen Collaboration Portal, praising their responsiveness and commitment to clients.
  • Users value the easy collaboration features of Ideagen Collaboration Portal, enhancing teamwork across diverse stakeholders effectively.
  • Users find the Ideagen Collaboration Portal's easy setup enables seamless collaboration and quick implementation for projects.
  • Users value the robust security of Ideagen Collaboration Portal, ensuring sensitive data is well-protected and accessible.
Cons
  • Users express concerns over high costs and poor customer support that complicate their experience with Ideagen Collaboration Portal.
  • Users find a difficult learning curve for newcomers, especially those not well-versed in technology.
  • Users face frequent editing and saving issues with documents, impacting performance and overall satisfaction with the platform.
  • Users find the Ideagen Collaboration Portal to be expensive, especially given the poor customer support and frequent issues.
  • Users experience inconvenience from frequent re-login requirements and less user-friendly mobile app access.

What Are Recent G2 Reviews of Ideagen Collaboration Portal?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

Julie Jung
JJ
Researched and written by Julie Jung
Updated