Best Proposal Software with Engagement Tracking Capabilities

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 295

Category Stats (Aug 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: August 04, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,600+ Authentic Reviews
  • 295+ 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, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, 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=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

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Zoho CRM

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

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PandaDoc

PandaDoc is an all-in-one document management platform trusted by 50,000+ 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: 3,448

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: 8.8/10 (Category avg: 8.8/10)

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 love the ease of use of PandaDoc, finding it simple to navigate and set up for online signing.
  • Users value PandaDoc's intuitive document management tools, enhancing workflow efficiency and streamlining approvals seamlessly.
  • Users love the intuitive editing tools of PandaDoc, enhancing their workflow and document customization.
  • Users find PandaDoc to be highly intuitive, making document management and e-signatures easy and efficient.
  • Users appreciate the simplicity and efficiency of PandaDoc for obtaining e-signatures, enhancing their workflow significantly.
Cons
  • Users are frustrated by the missing features in PandaDoc, such as document expiration controls and dynamic dates.
  • Users find PandaDoc expensive, especially for small teams needing affordable solutions for online form submissions.
  • Users find signature issues in PandaDoc, struggling with personal signature use and other document formatting challenges.
  • Users find difficult editing frustrating due to issues with document navigation and limited edit capabilities during collaboration.
  • Users find the editing difficulty in PandaDoc frustrating, especially with table formatting and live document changes.

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: 1,252

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: 8.2/10 (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
  • Twitter: @getaccept
    1,433 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    154 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Manager, Account 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 of GetAccept, highlighting its supportive environment and user-friendly setup.
  • Users value the great customer support from GetAccept, consistently highlighting its responsiveness and helpfulness.
  • Users find GetAccept to be intuitive and easy to edit, making document management seamless for everyone.
  • Users value the great customer service from GetAccept, which enhances their overall experience and satisfaction.
  • Users appreciate the time-saving features of GetAccept, benefiting from centralized accessibility and efficient automation.
Cons
  • Users feel the lack of dark mode is an eyestrain issue and struggle with visual representation of multiple signees.
  • Users find limited customization with GetAccept, leading to frustrations and complex processes due to inflexible templates.
  • Users experience poor integration issues with GetAccept, often facing troubleshooting and error messages that hinder usability.
  • Users find template issues in GetAccept frustrating, as they complicate contract management and increase internal friction.
  • Users find the difficult editing experience in GetAccept limits their ability to make necessary adjustments efficiently.

What Are Recent G2 Reviews of GetAccept?

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: 1,300

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
  • Twitter: @responsiveio
    1,735 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    716 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 appreciate the ease of use of Responsive, making RFI management intuitive and efficient.
  • Users value the user-friendly interface and effective features that streamline response processes and enhance productivity.
  • Users value the efficiency of Responsive, which simplifies collaboration and accelerates response delivery for RFPs.
  • Users appreciate the time-saving features of Responsive, enhancing efficiency in project management and content reuse.
  • Users value the efficient team collaboration features of Responsive, enhancing project management and response coordination.
Cons
  • Users note a steep initial learning curve for advanced features, despite helpful support documentation and resources.
  • Users find the UI not intuitive, especially for new users who struggle to navigate the platform efficiently.
  • Users miss the missing features like Q&A pair notifications and support for additional formats.
  • Users find the non-intuitive features of Responsive frustrating, complicating their searching experience and navigation.
  • Users find the difficult learning curve challenging initially, but support resources help ease the process over time.

What Are Recent G2 Reviews of Responsive, formerly RFPIO?

What Are G2 Users Discussing About Responsive, formerly RFPIO?

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: 900

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
  • Twitter: @Qwilr
    2,506 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    104 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, CEO
  • 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 appreciate the ease of use of Qwilr, finding the interface simple and customization quick and effective.
  • Users love Qwilr's customizable templates, enhancing their proposals with a professional touch and intuitive interface.
  • Users find the easy setup of Qwilr intuitive, allowing effortless creation of proposals without needing support.
  • Users praise Qwilr for its simplicity and efficiency, enhancing workflow and collaboration across teams effortlessly.
  • Users value the excellent customer support from Qwilr, enhancing their experience with responsive assistance and guidance.
Cons
  • Users feel that Qwilr has limited customization options, making it difficult to achieve desired edits and layouts.
  • Users are frustrated with integration issues, particularly with QuickBooks and payment options, impacting overall satisfaction.
  • Users note missing features, such as CMS-like design tools and better integrations, affecting their overall experience.
  • Users struggle with difficult editing, often feeling limited in formatting control and facing cumbersome customization challenges.
  • Users find the limited features of Qwilr restrict usability, especially with content arrangement and integrated scheduling tools.

What Are Recent G2 Reviews of Qwilr?

What Are G2 Users Discussing About Qwilr?

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: 8.6/10)
  • 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
  • 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 of Ignition, citing its intuitive interface and seamless client interactions.
  • Users praise the first-rate customer support of Ignition, appreciating its helpfulness and availability for urgent inquiries.
  • Users find the easy setup of Ignition seamless, enhancing their experience and streamlining client engagement.
  • Users find Ignition to be a time-saving solution, streamlining proposals, invoicing, and client interactions effortlessly.
  • Users praise Ignition for its efficiency in streamlining operations, significantly enhancing their onboarding and client engagement processes.
Cons
  • Users find Ignition to be extremely expensive, making it a financial challenge despite its positive impact on their business.
  • Users note a significant learning curve for Ignition, requiring time and experience to master its functionalities.
  • Users desire more customization options in pricing and forms, limiting flexibility for unique client requests.
  • Users note a lack of customization features in Ignition, limiting their ability to efficiently send checklists to clients.
  • Users find payment issues challenging, including high fees and limited refund options impacting efficiency and cost 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: 845

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: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.3/10 (Category avg: 8.8/10)

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
    322 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 praise the exceptional customer support from DealHub, highlighting responsiveness and helpful assistance in addressing needs.
  • Users find DealHub AI's ease of use invaluable, enabling quick adoption and daily utilization across teams.
  • Users appreciate the time-saving capabilities of DealHub AI, allowing for efficient proposal management and streamlined processes.
  • Users value the efficiency of DealHub AI, which significantly streamlines processes and saves time during implementation.
  • Users highly value the seamless integrations of DealHub AI, enabling effective management across various platforms.
Cons
  • Users find the learning curve challenging, particularly when managing complex proposals and integrations on DealHub AI.
  • Users express frustration over limited customization options in DealHub AI, affecting their ability to tailor the system fully.
  • Users experience a steep learning curve with DealHub AI, making initial implementation challenging before achieving ease of use.
  • Users find the missing self-service options frustrating, impacting customization and prolonging the implementation process.
  • Users face integration issues that complicate management, leading to slower processes and potential errors in updates.

What Are Recent G2 Reviews of DealHub AI?

What Are G2 Users Discussing About DealHub AI?

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: 561

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
  • Twitter: @Dropbox
    3,279,477 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,149 employees on LinkedIn®

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 appreciate the ease of use of DocSend, enjoying seamless document sharing and tracking for enhanced engagement.
  • Users appreciate the visibility and tracking DocSend provides, enhancing their document sharing and decision-making processes.
  • Users value the real-time analytics and professional sharing options of DocSend, enhancing content sharing and collaboration.
  • Users value the top-notch security of DocSend, ensuring safe document sharing with detailed engagement insights.
  • Users value the easy sharing of DocSend, gaining insights and control over document engagement in a professional manner.
Cons
  • Users highlight the high pricing of DocSend, making it less accessible for those managing multiple clients.
  • Users face challenges with limited app functionality, including slow loading, integration issues, and mobile optimization concerns.
  • Users express frustration with lacking features on DocSend, especially regarding analytics and mobile optimization for smaller teams.
  • Users note the need for more flexible customization in DocSend to better suit dynamic marketing and collaboration processes.
  • Users express pricing concerns regarding DocSend, noting frequent changes and high costs for multiple user seats.

What Are Recent G2 Reviews of DocSend?

What Are G2 Users Discussing About DocSend?

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: 8.6/10)
  • 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
  • Twitter: @proposify
    4,207 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    79 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 love the ease of use of Proposify, enabling quick setup and efficient proposal sending.
  • Users value the extensive template library in Proposify, enhancing proposal creation speed and flexibility.
  • Users find Proposify's easy creation of proposals invaluable, fostering consistency and improving collaboration among teams.
  • Users find Easy Setup with Proposify allows for quick, professional proposals, saving time and streamlining processes.
  • Users value the ease of template creation in Proposify, allowing quick customization for professional proposals.
Cons
  • Users find the limited customization options in Proposify make it cumbersome to edit proposals effectively.
  • Users find difficult editing in Proposify frustrating, as the page editor lacks refinement and alignment can be tricky.
  • Users find editing difficult, with issues in alignment and refinement that complicate proposal customization.
  • Users experience slow performance with Proposify, facing lag and frustrating delays during editing and proposal updates.
  • Users find layout issues in Proposify, as template changes and managing pricing tables can be cumbersome.

What Are Recent G2 Reviews of Proposify?

What Are G2 Users Discussing About Proposify?

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
  • Twitter: @FastSpring
    3,308 Twitter followers
  • 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?

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: 191

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?

  • 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, which significantly enhances efficiency and streamlines processes across the board.
  • Users value the efficiency of QuoteWerks for seamless quoting, project management, and contract processes.
  • Users love the professional-quality templates of QuoteWerks, enhancing branding and improving client presentations effectively.
  • Users commend QuoteWerks for its efficiency improvement, effortlessly streamlining quotes to contract management throughout the entire process.
  • Users value the easy and comprehensive integration of QuoteWerks, enhancing workflow and streamlining the entire sales process.
Cons
  • Users find the interface design outdated, affecting navigation and overall user experience compared to modern applications.
  • Users find the complex setup time-consuming, especially with numerous products and integration, affecting overall efficiency.
  • Users find the interface dated, hindering navigation and setup, and desire a more modern design for better usability.
  • Users feel that QuoteWerks is somewhat expensive and the deployment process takes longer than anticipated.
  • Users often face billing issues, finding the pricing less competitive and deployment longer than anticipated.

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
  • Twitter: @Epicor
    9,286 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6,174 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Pharmaceuticals, Construction
  • 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, allowing tailored configurations for diverse products effortlessly.
  • Users praise the ease of use of Epicor CPQ, highlighting quick updates and a user-friendly interface.
  • Users appreciate the intuitive interface of Epicor CPQ, making it easy to sell products or services effectively.
  • Users value the simplicity and compatibility of Epicor CPQ, enhancing their product and service sales experiences.
  • Users value the template customization, allowing for efficient configurations across multiple products and client needs.
Cons
  • Users often find the slow performance of Epicor CPQ frustrating, especially during high-usage scenarios.
  • Users experience glitch issues with Epicor CPQ, leading to frustrating screen freezes during heavy usage.
  • Users find the complex implementation requires a specialist, making adjustments challenging and time-consuming.
  • Users find the product's complexity requires a specialist for any configurator changes, complicating usability.
  • Users find the complex setup of Epicor CPQ requires specialist knowledge for effective configuration changes.

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
  • Twitter: @zilliant
    3,351 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    174 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, enabling quick configuration and pricing for a competitive edge.
  • Users benefit from customization and integration with Zilliant CPQ, enhancing quote cycle times and overall efficiency.
  • Users value the customizability of Zilliant CPQ, enhancing process efficiency and ensuring secure, validated data access.
  • Users commend the ease of use of Zilliant CPQ, enabling quick configuration and pricing for customer solutions.
  • Users value the easy customization of Zilliant CPQ, enabling streamlined processes and enhanced security features.
Cons
  • Users find the slow loading during complex operations frustrating and believe it could be improved.
  • Users report slow performance in Zilliant CPQ, particularly during complex operations that require better loading times.

What Are Recent G2 Reviews of Zilliant CPQ?

Nusii

Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow.

Average Rating: 4.5/5.0

Total Reviews: 24

How Do G2 Users Rate Nusii?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Nusii?

  • Seller: Nusii
  • Year Founded: 2013
  • HQ Location: MADRID
  • Twitter: @nusiiapp
    1,111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 96% Small, 4% Large

What Are Recent G2 Reviews of Nusii?

What Are G2 Users Discussing About Nusii?

Oneflow

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

Average Rating: 4.4/5.0

Total Reviews: 361

How Do G2 Users Rate Oneflow?

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

Who Is the Company Behind Oneflow?

  • Seller: Oneflow
  • Year Founded: 2012
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @oneflowcom
    261 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    155 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Oneflow?

AI-generated summary from verified user reviews

Pros
  • Users find Oneflow's ease of use exceptional, streamlining contract management and enhancing workflow efficiency effortlessly.
  • Users find Oneflow to be intuitive and easy to use, enhancing the contract management experience significantly.
  • Users find Oneflow to be an efficient tool that streamlines contract management and enhances workflow significantly.
  • Users appreciate the streamlined contract management of Oneflow, which simplifies processes and enhances overall efficiency.
  • Users commend the fast and accurate customer support from OneFlow, enhancing their overall experience with the product.
Cons
  • Users note a lack of missing features in Oneflow, particularly in customization and integrations that limit flexibility.
  • Users find the limited capabilities for document collaboration frustrating and desire better integration and automation features.
  • Users note the limited customization options in Oneflow, seeking more flexibility and integration features for better usability.
  • Users feel that Oneflow is quite expensive and lacks value due to the additional costs for promised functionalities.
  • Users find feature usability lacking in Oneflow compared to competitors, citing cumbersomeness and design issues.

What Are Recent G2 Reviews of Oneflow?

What Are G2 Users Discussing About Oneflow?

ClientPoint

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

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

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

Who Is the Company Behind ClientPoint?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insights and ease of use of ClientPoint, enhancing their sales process and organization.
  • Users appreciate the efficient client management capabilities of ClientPoint, streamlining the sales process and document transition.
  • Users appreciate the Customer Success features of ClientPoint, enhancing document management and transitioning smoothly post-signing.
  • Users appreciate the ease of document management with ClientPoint, enhancing organization and tracking during the sales process.
  • Users find ClientPoint easy to use, streamlining document sharing and organization throughout the sales process.
Cons
  • Users experience performance issues with slow page loading and delays in document uploads and saving.
  • Users experience saving issues, as loading pages and uploading documents can be frustratingly slow.
  • Users experience slow loading times, often facing delays of several seconds to a minute for uploads and saves.
  • Users experience slow performance, with delays in loading pages and uploading documents affecting their efficiency.
  • Users often face upload issues with ClientPoint, leading to frustrating delays when loading and saving documents.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?