Best Proposal Software with API / Integrations Capabilities

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: PandaDoc, GetAccept, Oracle CPQ, Qwilr, Responsive, formerly RFPIO, Anchor, Ignition, and Jotform Sign.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=jotform-sign)

PandaDoc

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

Average Rating: 4.7/5.0

Total Reviews: 3,669

How Do G2 Users Rate PandaDoc?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind PandaDoc?

  • Seller: PandaDoc
  • Company Website:
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    883 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About PandaDoc?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of PandaDoc, appreciating its user-friendly tools and collaborative features.
  • Users appreciate the ease of document management in PandaDoc, highlighting its intuitive interface and helpful features.
  • Users appreciate the ease of use in PandaDoc, benefiting from features that enhance efficiency and team collaboration.
  • Users appreciate the ease of use and convenience of PandaDoc for proposals and e-signing.
  • Users love the intuitive interface of PandaDoc, making document management seamless and quick for everyone involved.
Cons
  • Users face challenges with signature issues related to client hesitance and lag during document processing.
  • Users find the missing features in PandaDoc's plans frustrating, especially with basic options being costly or unavailable.
  • Users find PandaDoc expensive, particularly regarding bulk send costs and strict renewal policies that hinder flexibility.
  • Users find difficult editing options in PandaDoc frustrating, with issues like signatures not saving properly during document completion.
  • Users express frustration over document visibility and organization issues that hinder usability and workflow efficiency.

What Are Recent G2 Reviews of PandaDoc?

What Are G2 Users Discussing About PandaDoc?

GetAccept

GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited)

Average Rating: 4.6/5.0

Total Reviews: 1,296

How Do G2 Users Rate GetAccept?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.6/10 (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 GetAccept?

  • Seller: GetAccept Inc.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Palo Alto, CA
  • LinkedIn® Page: www.linkedin.com
    154 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Small, 43% Medium

What Do G2 Reviewers Say About GetAccept?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in GetAccept, enhancing workflow efficiency through intuitive features and integrations.
  • Users commend GetAccept's excellent customer support, enhancing their experience through AI and seamless integrations with other tools.
  • Users appreciate the flexibility and AI support of GetAccept, enhancing efficiency across various processes and integrations.
  • Users appreciate the intuitive design of GetAccept, simplifying workflows and enhancing user experience in document management.
  • Users value the time-saving features of GetAccept, enhancing efficiency through AI support and seamless integrations.
Cons
  • Users seek more flexibility and features in GetAccept, particularly for templates and e-signature capabilities.
  • Users express frustration over limited customization options in GetAccept, wishing for more flexibility in templates.
  • Users report limited features in GetAccept templates, hindering flexibility and contract management capabilities.
  • Users find the difficult editing process to be clunky and limited, hindering flexibility in creating templates.
  • Users report poor integration issues with GetAccept, leading to confusion and time-consuming troubleshooting efforts.

What Are Recent G2 Reviews of GetAccept?

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?

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Oracle CPQ

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

Average Rating: 4.0/5.0

Total Reviews: 248

How Do G2 Users Rate Oracle CPQ?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Oracle CPQ?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL
  • Phone: +1 (650) 506-7000

Who Uses This Product?

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

What Do G2 Reviewers Say About Oracle CPQ?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Oracle CPQ, benefiting from streamlined processes and accurate quoting.
  • Users appreciate the time-saving features of Oracle CPQ, streamlining quotes and enhancing efficiency across sales teams.
  • Users find Oracle CPQ's efficient quote generation enhances accuracy, minimizes errors, and saves valuable time for sales teams.
  • Users value the sales efficiency of Oracle CPQ, which streamlines quoting, reduces errors, and enhances deal closures.
  • Users value the seamless integrations of Oracle CPQ with CRM and ERP systems, enhancing data consistency and visibility.
Cons
  • Users find the complexity of Oracle CPQ challenging, especially during initial implementation and configuration.
  • Users experience bug issues with Oracle CPQ, leading to slow functionality, lost data, and performance problems.
  • Users find the complex setup of Oracle CPQ challenging, especially for those lacking technical expertise.
  • Users face initial usage difficulty with Oracle CPQ due to complexity in setup and steep learning curves for new users.
  • Users find the steep learning curve of Oracle CPQ challenging, impacting their ability to utilize the software effectively.

What Are Recent G2 Reviews of Oracle CPQ?

What Are G2 Users Discussing About Oracle CPQ?

Responsive, formerly RFPIO

Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.

Average Rating: 4.5/5.0

Total Reviews: 1,304

How Do G2 Users Rate Responsive, formerly RFPIO?

  • Ease of Use: 8.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.5/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Responsive, formerly RFPIO?

  • Seller: Responsive
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Frisco, Texas
  • LinkedIn® Page: www.linkedin.com
    709 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Proposal Manager, Proposal Writer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 48% Medium, 39% Large

What Do G2 Reviewers Say About Responsive, formerly RFPIO?

AI-generated summary from verified user reviews

Pros
  • Users find Responsive's ease of use remarkable, saving time with quick setups and efficient RFP response crafting.
  • Users value the regular updates and powerful features of Responsive, enhancing collaboration and content management.
  • Users value the time-saving capabilities of Responsive, allowing for quick project completion and efficient collaboration.
  • Users value the efficiency of Responsive, enabling quick project completion and effective collaboration on responses.
  • Users value the collaborative environment of Responsive, enhancing team coordination and streamlining response processes.
Cons
  • Users note a steep learning curve for new users, impacting efficient use of Responsive's features and content library.
  • Users find the interface not intuitive, making navigation and feature usage challenging, especially for new users.
  • Users find that inaccurate responses occasionally arise, especially in complex queries and content searches.
  • Users find non-intuitive features in Responsive, leading to confusion and inefficiencies during collaboration and library management.
  • Users report missing features in Responsive, particularly in chat functionality, translation, and search capabilities.

What Are Recent G2 Reviews of Responsive, formerly RFPIO?

What Are G2 Users Discussing About Responsive, formerly RFPIO?

Ignition

From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows

Average Rating: 4.7/5.0

Total Reviews: 123

How Do G2 Users Rate Ignition?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Ignition?

  • Seller: Ignition
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Chippendale, Australia
  • LinkedIn® Page: www.linkedin.com
    345 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Director
  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 90% Small, 3% Medium

What Do G2 Reviewers Say About Ignition?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Ignition, appreciating its seamless integration and efficient workflow for managing proposals and payments.
  • Users praise Ignition's responsive customer support, providing prompt assistance and helpful resources throughout the onboarding process.
  • Users praise the easy setup of Ignition, appreciating its seamless integration with existing tools and user-friendly design.
  • Users value the time-saving integration of Ignition, streamlining processes and reducing manual tasks significantly.
  • Users value the efficiency of Ignition in streamlining proposals and payments, significantly reducing manual administrative tasks.
Cons
  • Users find the cost to be excessive, making it difficult for small businesses to afford Ignition.
  • Users report a noticeable learning curve for building customized scopes and making proposals effectively.
  • Users find the limited customization for pricing and forms in Ignition restrictive, impacting flexibility and efficiency.
  • Users find the missing features in Ignition limit their ability to track data and customize forms effectively.
  • Users face payment issues, as high subscription costs and limited payment options hinder their experience with Ignition.

What Are Recent G2 Reviews of Ignition?

What Are G2 Users Discussing About Ignition?

Conga Composer

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.

Average Rating: 4.4/5.0

Total Reviews: 851

How Do G2 Users Rate Conga Composer?

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

Who Is the Company Behind Conga Composer?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Salesforce Administrator, Business Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 46% Medium, 28% Large

What Do G2 Reviewers Say About Conga Composer?

AI-generated summary from verified user reviews

Pros
  • Users praise the automation and conditional logic features of Conga Composer, enhancing efficiency and accuracy in proposals.
  • Users appreciate the flexibility and automation in Conga Composer, significantly enhancing document creation and accuracy.
  • Users appreciate the ease of use of Conga Composer, allowing quick and efficient document generation without hassle.
  • Users value the seamless integration with Salesforce that enhances efficiency and reduces errors in document creation.
  • Users value the seamless Salesforce integration of Conga Composer, streamlining document creation and enhancing productivity.
Cons
  • Users note a steep learning curve with Conga Composer, requiring time and effort for mastering its features.
  • Users face a steep learning curve with Conga Composer, especially during initial setup and advanced configuration.
  • Users find the time-consuming nature of document generation and layout design to be frustrating and inefficient.
  • Users find the complexity of the template creation process in Conga Composer can make initial setup challenging.
  • Users find the limited template flexibility challenging, as setup and adjustments demand considerable time and technical skills.

What Are Recent G2 Reviews of Conga Composer?

What Are G2 Users Discussing About Conga Composer?

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?

FastSpring Interactive Quotes

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.

Average Rating: 4.7/5.0

Total Reviews: 15

How Do G2 Users Rate FastSpring Interactive Quotes?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind FastSpring Interactive Quotes?

  • Seller: FastSpring
  • Year Founded: 2005
  • HQ Location: Santa Barbara, CA
  • LinkedIn® Page: www.linkedin.com
    191 employees on LinkedIn®
  • Phone: +1.805.409.9008

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 71% Small, 24% Medium

What Are Recent G2 Reviews of FastSpring Interactive Quotes?

What Are G2 Users Discussing About FastSpring Interactive Quotes?

Proposify

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

Average Rating: 4.6/5.0

Total Reviews: 1,118

How Do G2 Users Rate Proposify?

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

Who Is the Company Behind Proposify?

  • Seller: Proposify
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Halifax
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Proposify?

AI-generated summary from verified user reviews

Pros
  • Users find Proposify's ease of use invaluable for creating professional proposals efficiently and effortlessly.
  • Users value the wide range of professional templates from Proposify, streamlining proposal creation and enhancing efficiency.
  • Users highlight the easy creation of polished proposals with Proposify, saving time and enhancing professionalism.
  • Users value the customization options in Proposify, allowing tailored and professional proposals for various clients effectively.
  • Users value the ease of creation with Proposify, streamlining proposal processes while ensuring consistency and professionalism.
Cons
  • Users find difficult editing in Proposify, with issues in templates, saving, and an unhelpful UI affecting usability.
  • Users find limited customization in Proposify's templates, which hinders flexibility and competitiveness compared to other platforms.
  • Users find the editing difficulties in Proposify frustrating, particularly with template changes and saving issues.
  • Users face feature usability challenges with Proposify, particularly on mobile devices and clunky performance.
  • Users find that Proposify lacks flexible features which hampers customization and makes the proposal building process cumbersome.

What Are Recent G2 Reviews of Proposify?

What Are G2 Users Discussing About Proposify?

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?

Epicor CPQ

Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs.

Average Rating: 4.5/5.0

Total Reviews: 95

How Do G2 Users Rate Epicor CPQ?

  • Ease of Use: 8.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Epicor CPQ?

  • Seller: Epicor
  • Year Founded: 1972
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    6,161 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Pharmaceuticals
  • Company Size: 60% Medium, 40% Large

What Do G2 Reviewers Say About Epicor CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the customization capabilities of Epicor CPQ, enhancing product configuration and sales effectiveness.
  • Users highlight the ease of use of Epicor CPQ, appreciating its quick updates and user-friendly interface.
  • Users value the intuitive design of Epicor CPQ, enhancing their ability to sell products and services smoothly.
  • Users value the simple compatibility and user-friendly interface of Epicor CPQ for selling products and services effectively.
  • Users value the versatile templates that simplify product configuration and enhance efficiency in customization.
Cons
  • Users experience slow performance with Epicor CPQ, often facing glitches and unresponsiveness during heavy use.
  • Users find Epicor CPQ challenging to use due to frequent glitches and screen freezes during heavy usage.
  • Users find the complex implementation of Epicor CPQ challenging, often requiring a specialist for modifications.
  • Users find the product's complexity demands a specialist for adjustments, complicating the overall user experience.
  • Users find the complex setup of Epicor CPQ requires a specialist for configurator adjustments, complicating usability.

What Are Recent G2 Reviews of Epicor CPQ?

What Are G2 Users Discussing About Epicor CPQ?

Zilliant CPQ

In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing

Average Rating: 4.8/5.0

Total Reviews: 28

How Do G2 Users Rate Zilliant CPQ?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Zilliant CPQ?

  • Seller: Zilliant
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    143 employees on LinkedIn®
  • Phone: +1 512-531-8503

Who Uses This Product?

  • Top Industries: Information Technology and Services, Mechanical or Industrial Engineering
  • Company Size: 47% Small, 37% Large

What Do G2 Reviewers Say About Zilliant CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of Zilliant CPQ, enabling faster quote cycles and streamlined customer solutions.
  • Users value the customization and ERP integration of Zilliant CPQ, enhancing efficiency and competitive edge.
  • Users value the customizability of Zilliant CPQ for enhancing processes and integrating security features effectively.
  • Users value the ease of use of Zilliant CPQ, allowing quick configuration of customer solutions and pricing.
  • Users value the easy customization of Zilliant CPQ, enhancing efficiency with tailored solutions and security features.
Cons
  • Users experience slow loading times during complex operations, which can be frustrating and hinder productivity.
  • Users experience slow performance during complex operations, leading to frustration with loading times.

What Are Recent G2 Reviews of Zilliant CPQ?

Conga CLM

Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business.

Average Rating: 4.3/5.0

Total Reviews: 600

How Do G2 Users Rate Conga CLM?

  • Ease of Use: 8.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.5/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Conga CLM?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Account Executive, Salesforce Administrator
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 41% Medium, 39% Large

What Do G2 Reviewers Say About Conga CLM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in Conga CLM, facilitating efficient template management and contract automation.
  • Users value the efficiency of Conga CLM, benefiting from improved automation and streamlined contract management processes.
  • Users appreciate the improved contract authoring experience and seamless automation, enhancing efficiency and compliance across teams.
  • Users value the improved contract management capabilities of Conga CLM, enhancing compliance and visibility throughout the lifecycle.
  • Users value the flexible integrations of Conga CLM, enhancing connectivity with various CRM, ERP, and procurement systems.
Cons
  • Users find the steep learning curve of Conga CLM challenging, complicating onboarding for new users.
  • Users find that the learning curve for Conga CLM is steep due to inadequate onboarding and training resources.
  • Users experience slow performance with Conga CLM during high-volume contract processing, affecting efficiency and productivity.
  • Users find the time-consuming setup process for e-signatures frustrating and seek more automated solutions.
  • Users find the complex setup of Conga CLM challenging, often requiring expert assistance for initial configuration.

What Are Recent G2 Reviews of Conga CLM?

What Are G2 Users Discussing About Conga CLM?

ConnectWise CPQ

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

Average Rating: 4.0/5.0

Total Reviews: 122

How Do G2 Users Rate ConnectWise CPQ?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind ConnectWise CPQ?

  • Seller: ConnectWise
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®
  • Phone: 800-671-6898

Who Uses This Product?

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

What Do G2 Reviewers Say About ConnectWise CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the customization options in ConnectWise CPQ, enhancing their quoting process and overall efficiency.
  • Users value the quick and reliable customer support offered by ConnectWise CPQ, enhancing their overall experience.
  • Users value the customizability of ConnectWise CPQ, enhancing flexibility and automating their quoting processes effectively.
  • Users appreciate the flexibility and customization options of ConnectWise CPQ, enhancing their quoting efficiency significantly.
  • Users praise the easy integration with CW PSA, enhancing their overall experience with the product.
Cons
  • Users find difficult editing in ConnectWise CPQ frustrating, with limited formatting options and sluggish feature requests.
  • Users report numerous bug issues with ConnectWise CPQ, leading to frustrating experiences and inefficiencies in workflows.
  • Users find the complex setup of ConnectWise CPQ overwhelming, often needing expert help to navigate it.
  • Users find the complex setup of ConnectWise CPQ overwhelming, often recommending expert assistance for a smoother experience.
  • Users face deletion problems with ConnectWise CPQ, finding the system outdated and feature requests slow to address.

What Are Recent G2 Reviews of ConnectWise CPQ?

What Are G2 Users Discussing About ConnectWise CPQ?