Best Proposal Software with Proposal Effectiveness Reporting Capabilities

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 351

Category Stats (Sep 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 (+1.4%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: September 01, 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
  • 351+ 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: 3,608

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: 8.7/10)

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 find PandaDoc to be extremely user-friendly, enhancing efficiency in managing documents and obtaining signatures.
  • Users love the simplicity of E-Signatures in PandaDoc, making document signing straightforward for both parties.
Cons
  • 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 find the signature issues challenging, highlighting difficulties with personal signatures and other formatting limitations.
  • Users struggle with difficult editing, facing issues like skipping sections and limitations on real-time changes during collaboration.
  • Users find editing difficulty in PandaDoc, with challenges in table formatting and live document adjustments.

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: 1,253

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: 8.7/10)

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
    152 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 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: 918

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How Do G2 Users Rate Qwilr?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.7/10)

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?

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: 1,302

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: 8.7/10)

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
    709 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Responsive, formerly RFPIO?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Responsive, appreciating its intuitive features and smooth integration with existing tools.
  • Users appreciate the efficient import facilities and powerful project creation tools that save time and enhance productivity.
  • Users highlight the efficiency of Responsive, dramatically reducing response times and enhancing collaboration with intuitive features.
  • Users appreciate how Responsive significantly saves time by streamlining RFP management and enhancing teamwork across departments.
  • Users appreciate the team collaboration features of Responsive, streamlining RFP processes and enhancing efficiency across departments.
Cons
  • Users face a steep learning curve with Responsive due to a complicated UI and basic text formatting tools.
  • Users find the interface not intuitive, complicating tasks like text formatting and deduplication management.
  • Users note missing features like advanced formatting options and improved AI accuracy, affecting overall usability.
  • Users find many non-intuitive features in Responsive, leading to a steep learning curve and inefficiencies.
  • 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?

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: 8.7/10)

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: 851

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: 8.7/10)

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 face integration issues with CRM, making the process challenging and time-consuming despite team support.
  • Users struggle with missing features in DealHub AI, leading to cumbersome workarounds and limitations in functionality.

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: 8.7/10)

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
    4,183 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 76% Small, 21% Medium

What Do G2 Reviewers Say About DocSend?

AI-generated summary from verified user reviews

Pros
  • Users praise DocSend for its ease of use, making document sharing and tracking simple and efficient.
  • Users value the visibility and tracking features of DocSend, enhancing document sharing and strategic decision-making.
  • Users appreciate the visibility and analytics DocSend provides, enhancing collaboration and document sharing for better insights.
  • Users value the robust security features of DocSend, ensuring safe document sharing with detailed engagement insights.
  • Users value the easy sharing of DocSend, which provides visibility and control over document engagement and professionalism.
Cons
  • Users find DocSend to be expensive, especially when managing multiple clients and requiring multiple user seats.
  • Users find the app functionality lacking, facing issues like slow loading, mobile optimization, and limited file type support.
  • Users find DocSend lacking features, such as advanced analytics and mobile optimization, limiting its overall effectiveness.
  • Users feel that DocSend's limited customization options restrict flexibility and adaptability for diverse marketing needs.
  • Users express concerns about high and fluctuating pricing for DocSend, affecting accessibility and overall affordability.

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: 8.7/10)

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?

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: 8.7/10)

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
    188 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: 192

How Do G2 Users Rate QuoteWerks?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

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: 8.6/10)
  • 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
    6,154 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?

ConnectWise CPQ

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

Average Rating: 4.0/5.0

Total Reviews: 122

How Do G2 Users Rate ConnectWise CPQ?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.7/10)

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?

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: 8.7/10)

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?

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: 8.7/10)

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 with ClientPoint, especially for complex sales processes and document sharing.
  • Users appreciate the effective client management features of ClientPoint, simplifying document sharing and tracking during complex sales.
  • Users appreciate the insightful tracking and organization capabilities of ClientPoint for enhancing the sales process.
  • Users value the ease of tracking and organizing documents with ClientPoint, enhancing efficiency in sales processes.
  • Users love the ease of use of ClientPoint, making it simple to manage and share documents effectively.
Cons
  • Users experience performance issues with slow page loads and long upload times affecting their overall experience.
  • Users experience saving issues with slow loading times, taking up to a minute to upload and save documents.
  • Users report frustratingly slow loading times, often waiting seconds to minutes for document uploads and saves.
  • Users find the slow performance of ClientPoint frustrating, as page loads and uploads take considerable time.
  • Users experience upload issues with ClientPoint, noting slow page loading and delays in saving documents.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Better Proposals

Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams.

Average Rating: 4.3/5.0

Total Reviews: 51

How Do G2 Users Rate Better Proposals?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Better Proposals?

  • Seller: Better Proposals
  • Year Founded: 2009
  • HQ Location: Brighton, United Kingdom
  • Twitter: @betterproposals
    15,299 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 96% Small, 2% Medium

What Do G2 Reviewers Say About Better Proposals?

AI-generated summary from verified user reviews

Pros
  • Users find Better Proposals to be extremely easy to use, enhancing efficiency and transforming their business processes.
  • Users love the design quality of Better Proposals, making documents look dynamic and professional with ease.
  • Users appreciate the effective document management of Better Proposals, enhancing video content's professionalism with dynamic designs.
  • Users love the easy creation of Better Proposals, which enhances efficiency and value for their business.
  • Users love the easy integrations of Better Proposals, enhancing automation and transforming their business operations effortlessly.
Cons
  • Users face billing issues with Better Proposals, often experiencing problems with payments and unhelpful support responses.
  • Users find the clunky interface of Better Proposals frustrating, leading to time-consuming and problematic proposal creation.
  • Users find the complex setup challenging, often struggling with payment issues and unhelpful support responses.
  • Users desire improvements in Email Issues, particularly with templates and better integration for signed documents.
  • Users report a clunky interface in Better Proposals, making it difficult to create and finalize proposals effectively.

What Are Recent G2 Reviews of Better Proposals?

What Are G2 Users Discussing About Better Proposals?