Best Proposal Software with CPQ Integration Capabilities

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 362

Category Stats (Oct 2026)

  • Average Rating: 4.5/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nusii (+4.6%) - Among all products in this category, Nusii recorded the largest rating increase compared to last month

Last updated: October 20, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,900+ Authentic Reviews
  • 362+ 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 DealHub AI.

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=dealhub-ai)

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: 3,641

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: 8.5/10)
  • Template Creation and Flexibility: 8.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind PandaDoc?

  • Seller: PandaDoc
  • Company Website:
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • Twitter: @pandadoc
    18,428 Twitter followers
  • 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 praise the ease of use in PandaDoc, highlighting its navigation and seamless signing process.
  • Users value the intuitive document management of PandaDoc, enhancing workflow efficiency with secure and seamless approvals.
  • Users appreciate PandaDoc's intuitive editing tools that enhance workflow efficiency and streamline document management.
  • Users love the simplicity of E-Signatures in PandaDoc, making document signing straightforward for both parties.
  • Users find PandaDoc to be extremely user-friendly, enhancing efficiency in managing documents and obtaining signatures.
Cons
  • Users find the signature issues challenging, highlighting difficulties with personal signatures and other formatting limitations.
  • Users find the missing features like document expiration control and cell merging limitations frustrating in PandaDoc.
  • Users find PandaDoc expensive, particularly regarding costs for online form submissions, limiting its practicality for small teams.
  • Users struggle with difficult editing, facing issues like skipping sections and limitations on real-time changes during collaboration.
  • Users face challenges with insufficient document management in PandaDoc, requiring manual invoicing and lacking key formatting features.

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: 1,259

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: 8.5/10)
  • Template Creation and Flexibility: 8.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind GetAccept?

  • Seller: GetAccept Inc.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Palo Alto, CA
  • Twitter: @getaccept
    1,433 Twitter followers
  • 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 commend the ease of use in GetAccept, ensuring a smooth experience and minimal complaints from users.
  • Users appreciate the responsive customer support of GetAccept, enhancing their overall experience with the platform.
  • Users find GetAccept intuitive and easy to use, enhancing document workflows and client engagement effectively.
  • Users value the exceptional customer service of GetAccept, enhancing their overall experience and satisfaction with the platform.
  • Users find GetAccept a huge time-saver, thanks to its all-in-one accessibility and efficient automation features.
Cons
  • Users note the missing dark mode, which affects comfort and visual experience while using GetAccept.
  • Users face limited customization, leading to frustration and complexity when managing minor variations in contracts.
  • Users find difficult editing due to clunky blocks and limitations on signing order and quote modifications.
  • Users find the limited features of GetAccept to create unnecessary complexity and hinder customization options.
  • Users often face poor integration issues with GetAccept, leading to time-consuming troubleshooting and error message frustrations.

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: 921

G2 Deal: Get 20% off Qwilr for 3 months.

Start increasing deal velocity, getting buyer insights from sales assets, and giving reps more time to sell with Qwilr. Sign-up now and use coupon code 'G2DEAL' to get 20% off for your first 3 months.

Price: ~~$39/user per month~~ → $31/user per month

View this exclusive G2 deal

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: 8.5/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Qwilr?

  • Seller: Qwilr
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redfern, New South Wales
  • Twitter: @Qwilr
    2,506 Twitter followers
  • 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 admire the ease of use of Qwilr, enabling quick proposal building and straightforward customization.
  • Users love the customizable templates in Qwilr, enhancing proposals and improving overall user experience and brand presentation.
  • Users find the easy setup of Qwilr to be intuitive, enabling quick creation of proposals without needing support.
  • Users admire the simplicity and efficiency of Qwilr, which enhances workflow and promotes effective collaboration.
  • Users value the excellent customer support from Qwilr, enhancing their experience with clear guidance and assistance.
Cons
  • Users find limited customization options in Qwilr, making advanced editing and templates less efficient and user-friendly.
  • Users express frustration with integration issues in Qwilr, particularly with QuickBooks and payment processing options.
  • Users desire more missing features like advanced design modules, better HubSpot integration, and mobile support for Qwilr.
  • Users experience difficult editing with limited formatting control, leading to frustration during customization and layout adjustments.
  • Users note the limited features of Qwilr, particularly in content arrangement and integration options for better usability.

What Are Recent G2 Reviews of Qwilr?

What Are G2 Users Discussing About Qwilr?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

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: 247

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: 8.5/10)
  • Template Creation and Flexibility: 8.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Oracle CPQ?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

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 value the ease of use in Oracle CPQ, enabling efficient navigation through complex sales processes.
  • Users appreciate the time-saving features of Oracle CPQ, enhancing quote accuracy and speeding up proposal generation.
  • Users value the efficiency of Oracle CPQ, enhancing quote accuracy and speeding up the sales process significantly.
  • Users value the sales efficiency of Oracle CPQ, benefiting from streamlined processes and improved accuracy in quoting.
  • Users appreciate the seamless integrations of Oracle CPQ, enhancing collaboration with other Oracle Cloud apps and Salesforce.
Cons
  • Users find Oracle CPQ's complexity in setup and customization challenging, requiring technical expertise for effective use.
  • Users report bug issues causing slow performance, system hangs, and data loss, impacting overall usability of Oracle CPQ.
  • Users find the complex setup of Oracle CPQ challenging, especially when dealing with custom pricing rules and configurations.
  • Users face initial usage difficulty with Oracle CPQ, as it requires significant time and technical knowledge to navigate effectively.
  • Users struggle with the steep learning curve of Oracle CPQ, making it challenging for new admins and users.

What Are Recent G2 Reviews of Oracle CPQ?

What Are G2 Users Discussing About Oracle CPQ?

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: 122

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: 8.5/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Ignition?

  • Seller: Ignition
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Chippendale, Australia
  • Twitter: @ignitionapp
    11,259 Twitter followers
  • 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: 89% Small, 3% Medium

What Do G2 Reviewers Say About Ignition?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Ignition, finding it intuitive and efficient for client interactions and payments.
  • Users commend Ignition for its exceptional customer support, highlighting helpful assistance and quick response times.
  • Users praise the easy setup of Ignition, allowing quick implementation and seamless integration with existing systems.
  • Users commend Ignition for its time-saving capabilities, streamlining proposals and payments effortlessly and enhancing efficiency.
  • Users commend Ignition for its effortless efficiency, significantly streamlining processes and enhancing their onboarding experience.
Cons
  • Users highlight the high cost of Ignition as a significant drawback, despite its positive impact on their business.
  • Users note a significant learning curve when using Ignition, leading to occasional mistakes and a time-intensive setup.
  • Users feel the need for more customization options in Ignition, particularly for forms and pricing packages.
  • Users desire more customization features in Ignition, particularly for forms and proposal versioning.
  • Users face payment issues with high subscription costs and limited refund options, complicating financial management.

What Are Recent G2 Reviews of Ignition?

What Are G2 Users Discussing About Ignition?

DealHub AI

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

Average Rating: 4.7/5.0

Total Reviews: 852

How Do G2 Users Rate DealHub AI?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.3/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind DealHub AI?

  • Seller: DealHub.io
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Austin, Texas
  • Twitter: @DealHubIO
    3,887 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    330 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Operations Manager, Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Medium, 23% Small

What Do G2 Reviewers Say About DealHub AI?

AI-generated summary from verified user reviews

Pros
  • Users highly value the responsive support from DealHub AI, praising their thorough assistance and user-friendly tutorials.
  • Users find DealHub AI to have an intuitive interface and quick onboarding, enhancing their sales processes effortlessly.
  • Users value the time-saving features of DealHub AI, enhancing productivity with its intuitive interface and streamlined processes.
  • Users benefit from the efficiency of DealHub AI, significantly improving their sales cycle and operational processes.
  • Users commend the seamless integrations of DealHub AI, enhancing productivity and streamlining information processes effectively.
Cons
  • Users find the learning curve challenging, making navigation and functionality feel cumbersome until fully acclimated.
  • Users find that limited customization in DealHub AI requires workaround solutions and complicates their rollout processes.
  • Users find a steep learning curve with DealHub AI, making it challenging for new users to master the platform.
  • Users struggle with missing features in DealHub AI, leading to cumbersome workarounds and limitations in functionality.
  • Users face integration issues with CRM, making the process challenging and time-consuming despite team support.

What Are Recent G2 Reviews of DealHub AI?

What Are G2 Users Discussing About DealHub AI?

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: 849

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: 8.5/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.7/10)

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: 47% Medium, 28% Large

What Do G2 Reviewers Say About Conga Composer?

AI-generated summary from verified user reviews

Pros
  • Users value the powerful API of Conga Composer for efficient bulk document generation and seamless integration.
  • Users value the easy document customization and excellent support from Conga Composer for efficient document management.
  • Users value the ease of use of Conga Composer, finding it straightforward for document configuration and template launching.
  • Users value the time-saving capabilities of Conga Composer, streamlining document creation and delivery processes effortlessly.
  • Users value the efficient templates of Conga Composer, significantly improving document generation and reducing errors within their CRM.
Cons
  • Users find the learning curve steep, making it challenging to resolve issues independently, leading to frustration.
  • Users find the steep learning curve of Conga Composer challenging, requiring time to master templates and queries.
  • Users find that tasks are time-consuming due to the complex setup and steep learning curve of Conga Composer.
  • Users find the difficult learning curve and complex steps hinder their experience with Conga Composer.
  • Users find the limited template flexibility of Conga Composer cumbersome, needing technical skills for configuration and troubleshooting.

What Are Recent G2 Reviews of Conga Composer?

What Are G2 Users Discussing About Conga Composer?

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: 1,116

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: 8.5/10)
  • Template Creation and Flexibility: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Proposify?

  • Seller: Proposify
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Halifax
  • Twitter: @proposify
    4,207 Twitter followers
  • 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 remarkable, enabling quick proposal setup and streamlined, professional communication.
  • Users value the large library of customizable templates in Proposify, enhancing proposal efficiency and consistency.
  • Users praise the easy creation of Proposify, appreciating its straightforward implementation and consistent, reliable results.
  • Users love the easy setup of Proposify, enabling quick and efficient proposal sending with a professional look.
  • Users appreciate the ease of template creation, enabling quick, customizable proposals for various services.
Cons
  • Users face limited customization options in Proposify, making it difficult to edit proposals to their liking.
  • Users find difficult editing in Proposify, as aligning multi-page content can be cumbersome and time-consuming.
  • Users find the editing difficulties in Proposify frustrating, hindering their ability to create polished proposals easily.
  • Users experience slow performance with Proposify, facing frustrating lags and delays during critical tasks.
  • Users find layout issues in Proposify cumbersome, particularly with template changes and awkward pricing tables.

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: 8.5/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind QuoteWerks?

  • Seller: Aspire Technologies
  • Company Website:
  • Year Founded: 1993
  • HQ Location: Orlando, FL
  • Twitter: @QuoteWerks
    1,133 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

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 appreciate the ease of use of QuoteWerks, allowing for quick and seamless quote creation and management.
  • Users appreciate the efficiency of QuoteWerks in creating and managing quotes, streamlining their sales processes effortlessly.
  • Users love the customizable templates of QuoteWerks, creating professional quotes quickly and enhancing their branding effortlessly.
  • Users appreciate the efficiency improvement of QuoteWerks, which significantly streamlines their workflow and saves time.
  • Users highlight QuoteWerks' seamless integrations with CRM and accounting systems, enhancing workflow and reducing manual data entry.
Cons
  • Users find the poor interface design of QuoteWerks outdated and challenging for new users, impacting overall usability.
  • Users find the complex setup process time-consuming, impacting initial deployment and overall user experience.
  • Users find the datsed interface of QuoteWerks impacts navigation and suggests a more modern design would improve usability.
  • Users feel that QuoteWerks is somewhat expensive and report slow deployment and integration processes as drawbacks.
  • Users find that billing issues arise from time-consuming deployments and less competitive pricing, affecting overall satisfaction.

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: 8.5/10)
  • Template Creation and Flexibility: 9.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Epicor CPQ?

  • Seller: Epicor
  • Year Founded: 1972
  • HQ Location: Austin, TX
  • Twitter: @Epicor
    9,286 Twitter followers
  • 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 options in Epicor CPQ, making product configuration easy and user-friendly.
  • Users find Epicor CPQ to be user-friendly and compatible, enabling quick updates for efficient quoting and order processing.
  • Users praise the intuitive design of Epicor CPQ, making it easy to sell products and services efficiently.
  • Users value the simplicity and compatibility of Epicor CPQ, making it easier to sell products and services.
  • Users value the template flexibility in Epicor CPQ, enabling easy configuration across multiple products efficiently.
Cons
  • Users experience slow performance with Epicor CPQ, including glitches and screen freezes during heavy use.
  • Users often experience bug issues with Epicor CPQ, including glitches and screen freezes during intensive use.
  • Users find the complex implementation of Epicor CPQ requires specialists for configurator adjustments, complicating the process.
  • Users find the complexity of Epicor CPQ requires specialist knowledge for configurator adjustments, making it difficult to use.
  • Users find the complex setup of Epicor CPQ requires specialists for effective configuration changes.

What Are Recent G2 Reviews of Epicor CPQ?

What Are G2 Users Discussing About Epicor 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: 599

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: 8.5/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.7/10)

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: 40% Medium, 39% Large

What Do G2 Reviewers Say About Conga CLM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Conga CLM, facilitating seamless contract management and daily administrative tasks.
  • Users value the flexibility and powerful features of Conga CLM, streamlining their contract management processes efficiently.
  • Users appreciate Conga CLM for its efficiency in automating contract lifecycle processes, saving time and reducing manual labor.
  • Users appreciate the automation of the entire contract lifecycle in Conga CLM, simplifying tracking, drafting, and approval.
  • Users praise the seamless Salesforce integration of Conga CLM, enhancing efficiency and simplifying contract management.
Cons
  • Users face a steep learning curve with Conga CLM due to complex setup and inadequate documentation.
  • Users find the learning curve steep, struggling with complex setups and insufficient documentation for effective use.
  • Users experience slow performance with Conga CLM, especially during bulk operations and with large data volumes.
  • Users find the implementation process time-consuming, often requiring extensive support during critical periods and upgrades.
  • Users find the initial setup complex, leading to challenges in management and ongoing support for Conga CLM.

What Are Recent G2 Reviews of Conga CLM?

What Are G2 Users Discussing About Conga CLM?

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: 8.5/10)
  • Template Creation and Flexibility: 9.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Zilliant CPQ?

  • Seller: Zilliant
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Austin, TX
  • Twitter: @zilliant
    3,351 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    143 employees on LinkedIn®

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, significantly reducing quote cycle and order lead times for competitive advantage.
  • Users value the customization and integration capabilities of Zilliant CPQ, enhancing efficiency and competitive advantage.
  • Users value the customizability of Zilliant CPQ, enhancing efficiency and security tailored to their specific needs.
  • Users value the ease of use of Zilliant CPQ, enabling quick configuration of customer solutions and pricing.
  • Users value the easy customization of Zilliant CPQ, enhancing processes with tailored solutions and security features.
Cons
  • Users find the slow loading times during complex operations to be frustrating and detrimental to their experience.
  • Users experience slow performance during complex operations, leading to frustrations with loading times.

What Are Recent G2 Reviews of Zilliant CPQ?

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: 8.5/10)
  • Template Creation and Flexibility: 7.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind ConnectWise CPQ?

  • Seller: ConnectWise
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • Twitter: @ConnectWise
    14,926 Twitter followers
  • 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 high customization options of ConnectWise CPQ, enhancing flexibility and meeting specific business needs effectively.
  • Users value the quick and responsive customer support of ConnectWise CPQ, enhancing their overall experience with the product.
  • Users value the high level of customizability in ConnectWise CPQ, enhancing their quoting processes efficiently.
  • Users value the highly customizable options in ConnectWise CPQ, enhancing their quoting process and overall efficiency.
  • Users value the easy integration with CW PSA, enhancing their efficiency and overall experience with ConnectWise CPQ.
Cons
  • Users find difficult editing in ConnectWise CPQ frustrating, as it's limited and often requires extensive troubleshooting.
  • Users often face bug issues that hinder functionality and complicate basic tasks in ConnectWise CPQ.
  • Users find the complex features of ConnectWise CPQ overwhelming and recommend hiring a knowledgeable consultant for assistance.
  • Users find the setup process complex, often requiring expert consultation to navigate effectively.
  • Users struggle with deletion problems in ConnectWise CPQ, finding the system outdated and frustrating for features and formatting.

What Are Recent G2 Reviews of ConnectWise CPQ?

What Are G2 Users Discussing About ConnectWise CPQ?

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: 8.5/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind QorusDocs?

  • Seller: QorusDocs
  • Year Founded: 2012
  • HQ Location: Seattle, WA
  • Twitter: @qorusdocs
    2,614 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

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 be very easy to use, streamlining proposal writing and content management effectively.
  • Users appreciate the easy search and document repository capabilities of QorusDocs, enhancing proposal content efficiency.
  • Users value the responsive customer support of QorusDocs, noting their quick and knowledgeable assistance.
  • Users appreciate the easy access to content, streamlining document organization and enhancing overall efficiency.
  • Users appreciate the extensive functionality of QorusDocs, facilitating efficient proposal content management and retrieval.
Cons
  • Users find limited features in QorusDocs, such as the absence of content reordering and built-in search functionality.
  • Users report frequent bug issues with QorusDocs that hinder performance and require ongoing support interventions.
  • Users find the complex setup of QorusDocs challenging, requiring technical expertise and internal configuration knowledge for effective use.
  • Users experience slow performance with QorusDocs, encountering delays and occasional application hangs when accessing documents.
  • Users face software bugs in QorusDocs that disrupt functionality and require frequent support, causing frustration during updates.

What Are Recent G2 Reviews of QorusDocs?

What Are G2 Users Discussing About QorusDocs?

Vendavo

Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe.

Average Rating: 4.3/5.0

Total Reviews: 66

How Do G2 Users Rate Vendavo?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.1/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Vendavo?

  • Seller: Vendavo
  • Year Founded: 1998
  • HQ Location: Denver, Colorado
  • Twitter: @Vendavo
    6,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    464 employees on LinkedIn®
  • Phone: (650) 960-4300

Who Uses This Product?

  • Top Industries: Machinery, Computer Software
  • Company Size: 38% Large, 38% Medium

What Do G2 Reviewers Say About Vendavo?

AI-generated summary from verified user reviews

Pros
  • Users value the solid framework for pricing optimization that Vendavo provides, enhancing margin management and performance analytics.
  • Users value the excellent analytics and centralized governance of Vendavo, enhancing their B2B pricing strategies effectively.
  • Users find Vendavo's ease of use improves significantly after the learning curve, becoming essential for pricing management.
  • Users find the easy integrations with SAP and other systems enhance their pricing management efficiency.
  • Users find Vendavo's integrations seamless with SAP, facilitating smooth data flow and effective pricing management.
Cons
  • Users face significant complexity in implementation and navigation, with a steep learning curve and performance issues with large datasets.
  • Users find difficult customization to be costly and complex, requiring significant configuration and dependence on consultants.
  • Users struggle with the difficult learning process, requiring extensive training and resulting in ongoing confusion with the interface.
  • Users find that customization can become quite expensive due to high consultancy fees and implementation complexities.
  • Users experience lagging performance with large datasets, leading to frustration and inefficiency during critical tasks.

What Are Recent G2 Reviews of Vendavo?