Top Free Proposal Software - Page 3

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 298

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
  • 22,700+ Authentic Reviews
  • 298+ 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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Flowcase

Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win.

Average Rating: 4.6/5.0

Total Reviews: 29

How Do G2 Users Rate Flowcase?

  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Flowcase?

  • Seller: Flowcase
  • Company Website:
  • Year Founded: 2012
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 43% Small, 27% Medium

What Do G2 Reviewers Say About Flowcase?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive and user-friendly design of Flowcase, making CV management simple and efficient.
  • Users find Flowcase's intuitive interface enhances their experience, making document management seamless and efficient.
  • Users find the AI technology in Flowcase enhances usability, making tasks simpler and more efficient.
  • Users love the intuitive user interface enhanced by AI, simplifying their experience and improving productivity.
  • Users praise Flowcase for its powerful automation tools that enhance document management and proposal efficiency.
Cons
  • Users find some advanced functions hard to set initially, leading to a challenging learning experience with Flowcase.
  • Users find the initial usage difficulty challenging due to the complexity of setting advanced functions.
  • Users note potential integration issues with external tools, impacting overall functionality without extensive testing.
  • Users express concern over the limited customization of Flowcase, impacting individual user preferences and needs.
  • Users note limited template flexibility initially, but appreciate the ongoing dialogue that addresses change requests over time.

What Are Recent G2 Reviews of Flowcase?

Thalamus AI

Thalamus AI is an AI-native RFP and proposal platform that helps enterprise proposal teams automate the full RFP lifecycle - from bid qualification and requirement mapping to SME collaboration, compliance tracking, addenda management, source-linked proposal drafting, and post-submission learning. Powered by AI agents and a verified RFP content library, Thalamus AI supports every RFx type: RFPs, RFIs, DDQs, security questionnaires, Q&A forms, portal responses, and high-stakes narrative proposals. Unlike traditional RFP software built mainly around content libraries and answer reuse, Thalamus AI brings bid strategy, proposal knowledge, compliance control, SME coordination, and institutional learning into one workspace. Teams can qualify RFP opportunities, map explicit and implicit requirements, route work with AI RACI assignments, manage clarification and risk registers, track compliance matrices, monitor addenda, and build structured review gates across the response process. Thalamus AI turns past proposals, case studies, project experience, certifications, compliance proofs, Q&A pairs, pricing inputs, and approved content into source-linked proposal knowledge. Every correction, decision, reviewer comment, win, and loss can improve future responses, helping teams build a compounding RFP knowledge layer over time. Thalamus AI integrates with tools such as SharePoint, OneDrive, Google Drive, Slack, Outlook, Microsoft Teams, and enterprise file repositories, helping proposal teams centralize knowledge while coordinating work across sales, legal, finance, security, solutions, delivery, and SMEs. Thalamus AI is SOC 2 Type II and ISO 27001 certified, giving enterprise teams a secure AI RFP software platform for complex proposal, questionnaire, and bid management workflows. Trusted by organizations including AGS Health, Cardinal Correctional, EBC, R1, and Whatfix, Thalamus AI is built for proposal teams that need more than answer automation. It helps teams build stronger RFP responses with compliant content, traceable knowledge, coordinated reviews, and bid intelligence that improves with every submission.

Average Rating: 5.0/5.0

Total Reviews: 13

How Do G2 Users Rate Thalamus AI?

  • Ease of Use: 9.7/10 (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 Thalamus AI?

  • Seller: Thalamus AI
  • Year Founded: 2025
  • HQ Location: San Francisco, US
  • Twitter: @ThalamusHQ
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Large, 38% Medium

What Do G2 Reviewers Say About Thalamus AI?

AI-generated summary from verified user reviews

Pros
  • Users love the efficiency of AI Assistants in Thalamus AI that streamline proposal creation and project management.
  • Users love the fast RFP automation of Thalamus AI, enabling rapid proposal drafts in under 15 minutes.
  • Users appreciate the automation capabilities of Thalamus AI, making RFP drafting efficient and significantly faster.
  • Users value the seamless collaboration tools of Thalamus AI, enhancing workflow efficiency and simplifying SME interactions.
  • Users value the efficient content library of Thalamus AI, simplifying proposal creation and integration with tools.
Cons
  • Users experience software bugs like freezing screens and task tracker issues, although support is responsive.
  • Users report a bug issue with task tracker loading, although support responses are quick and helpful.
  • Users experience prolonged integration issues with Dropbox, leading to delays in functionality and increased frustration.

What Are Recent G2 Reviews of Thalamus AI?

Storydoc

Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion.

Average Rating: 4.7/5.0

Total Reviews: 67

How Do G2 Users Rate Storydoc?

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

Who Is the Company Behind Storydoc?

  • Seller: Storydoc
  • Year Founded: 2019
  • HQ Location: Tel Aviv, Israel
  • Twitter: @getstorydoc
    31 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Small, 16% Medium

What Do G2 Reviewers Say About Storydoc?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Storydoc, enabling them to create impactful presentations effortlessly.
  • Users admire the presentation quality of Storydoc, enabling epic, shareable, and customizable presentations effortlessly.
  • Users love the user-friendly presentation builder, enabling quick, customizable, and impressive presentations with excellent support.
  • Users commend the responsive and helpful customer support of Storydoc, enhancing their overall experience with the platform.
  • Users enjoy Storydoc's intuitive interface, making it easy for everyone to navigate and create engaging content.
Cons
  • Users find the limited customization options in Storydoc restrictive, often needing more flexibility for unique narratives.
  • Users find the costs prohibitive, particularly for casual use and additional expenses like URL branding.
  • Users find the pricing tier to be high for casual use, making it less accessible for startups.
  • Users express a need for more template variety to enhance design flexibility and ease project scalability.
  • Users note the AI limitations of Storydoc, expressing concerns about its current lack of sophistication and accuracy.

What Are Recent G2 Reviews of Storydoc?

Bonsai

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Average Rating: 4.3/5.0

Total Reviews: 100

How Do G2 Users Rate Bonsai?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Bonsai?

  • Seller: Bonsai (YC W16)
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @bonsaiinc
    3,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Design
  • Company Size: 94% Small, 1% Large

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place.
  • Users value the all-in-one invoicing management of Bonsai, streamlining proposals, payments, and business operations efficiently.
  • Users appreciate the all-in-one invoice management of Bonsai, simplifying proposals, payments, and overall business processes.
  • Users value the time-saving features of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place.
  • Users value the time tracking feature of Bonsai, enhancing project management and streamlining their business operations.
Cons
  • Users note the missing features, such as contact export options and a mobile app, affecting overall satisfaction.
  • Users find Bonsai expensive compared to alternatives, often paying for features they don't use and lacking customization options.
  • Users face integration issues with Bonsai, particularly affecting scheduling and timezone management for global teams.
  • Users find limited customization in Bonsai's packages, making it challenging to tailor the service to specific needs.
  • Users find Bonsai's limited features restrictive, often missing vital tools while paying for unnecessary options.

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

Quotient

Great looking quotes and proposals in one easy to use system.

Average Rating: 4.7/5.0

Total Reviews: 22

How Do G2 Users Rate Quotient?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Quotient?

  • Seller: Quotient
  • Year Founded: 2011
  • HQ Location: New Zealand
  • Twitter: @QuotientApp
    672 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small

What Do G2 Reviewers Say About Quotient?

AI-generated summary from verified user reviews

Pros
  • Users find Quotient's ease of use enhances workflow efficiency, simplifying quote creation and tracking significantly.
  • Users appreciate the easy creation of template quotes with Quotient, enhancing workflow efficiency and management.
  • Users value the easy integrations of Quotient, enhancing overall efficiency and workflow within their business operations.
  • Users benefit from the easy setup of Quotient, enhancing their workflow and making template management straightforward.
  • Users appreciate the efficiency of Quotient in creating and managing quotes, enhancing their workflow significantly.
Cons
  • Users are frustrated by the limited design options in Quotient, hindering the creation of appealing quote templates.
  • Users are frustrated by the limited template flexibility in Quotient, hindering the creation of visually appealing quotes.

What Are Recent G2 Reviews of Quotient?

What Are G2 Users Discussing About Quotient?

Vendavo

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

Average Rating: 4.3/5.0

Total Reviews: 66

How Do G2 Users Rate Vendavo?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.1/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Vendavo?

  • Seller: Vendavo
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Denver, Colorado
  • Twitter: @Vendavo
    6,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    464 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Vendavo?

AI-generated summary from verified user reviews

Pros
  • Users value Vendavo for its effective pricing optimization, enhancing B2B pricing strategies and improving margin management.
  • Users value the solid framework and analytics capabilities of Vendavo for effective B2B pricing management.
  • Users find Vendavo’s platform to be user-friendly after initial learning, greatly enhancing pricing and approvals efficiency.
  • Users appreciate the easy integrations with SAP, allowing smooth data flows after initial configuration adjustments.
  • Users find Vendavo's integrations with ERP systems to be surprisingly painless, enhancing data flow and usability.
Cons
  • Users struggle with the complexity of implementation, facing a steep learning curve and performance issues with large datasets.
  • Users face difficult customization challenges, leading to high consultancy costs and a need for extensive training.
  • Users face a difficult learning process with Vendavo, requiring extensive training and struggling with a complex interface.
  • Users find that customization can be quite expensive due to high consultancy fees and ongoing dependencies.
  • Users experience lagging performance with large datasets, causing frustration and hindering quick pricing tasks.

What Are Recent G2 Reviews of Vendavo?

Fiverr Workspace

AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sounds like a lot of features. Did we mention they’re all in one place? But what else makes us better than using 8 apps to run your business? Our software intelligently integrates each aspect of business management so you can eliminate inefficiencies across your business. That means proposals and contracts once approved automatically creates your projects. Set up scheduled invoicing for automated invoicing & recurring billing so you are notified when it's time to invoice. It means time tracking that speaks to your projects and invoices, Automated overdue invoice reminders that talk to your task list. It means payments that know to automatically file your income and online payment processing fees as an expense so all your books are in order. Every feature talks to the next so that you can do things faster and focus on the work you love. AND.CO helps with the rest! Yeah, that’s what it means. With less time spent managing the business, you get more time to operate in your genius zone!

Average Rating: 3.9/5.0

Total Reviews: 19

How Do G2 Users Rate Fiverr Workspace?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Fiverr Workspace?

  • Seller: Fiverr
  • Year Founded: 2010
  • HQ Location: Tel-Aviv
  • Twitter: @fiverr
    458,568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    213,999 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 90% Small, 5% Large

What Do G2 Reviewers Say About Fiverr Workspace?

AI-generated summary from verified user reviews

Pros
  • Users love the all-in-one solutions of Fiverr Workspace for streamlined proposals, contracts, invoicing, and financial tracking.
  • Users value the comprehensive features of Fiverr Workspace, seamlessly integrating proposals, contracts, invoicing, and more.
  • Users value the all-in-one solution of Fiverr Workspace, combining contracts, invoicing, and timekeeping seamlessly.
  • Users value the all-in-one document management capabilities of Fiverr Workspace, enhancing efficiency and organization.
  • Users appreciate the all-in-one functionality of Fiverr Workspace, which simplifies management of proposals and invoicing.
Cons
  • Users have noted significant delays in support response and unresolved issues, impacting their overall satisfaction with Fiverr Workspace.
  • Users express frustration with email support issues that delay resolution and hinder timely assistance with problems.
  • Users are frustrated by the lack of communication features in Fiverr Workspace, impacting support and response times.
  • Users note a lack of new features in Fiverr Workspace, indicating stagnation since the acquisition of And.co.
  • Users lament the lack of new features in Fiverr Workspace, highlighting a decline in product quality since the acquisition.

What Are Recent G2 Reviews of Fiverr Workspace?

What Are G2 Users Discussing About Fiverr Workspace?

VisibleThread

VisibleThread is a full-lifecycle RFP platform designed to support every stage of the bid and contract process - before, during, and after submission. It fits into existing workflows across sales, capture, proposal, and contracts teams, supporting organizations of all sizes without forcing process change. Manual, repetitive work is replaced with intelligence and automation, helping teams move faster while maintaining control, consistency, and quality across complex documents. All insights in VisibleThread are grounded in evidence and fully traceable back to source content. The platform creates a clear, visible thread between AI-powered outputs and the original documents they come from enabling confident decision-making, defensible compliance, and reliable analysis. From opportunity qualification and document comparison to risk identification and quality checks, teams gain actionable insights without relying on black-box AI or manual interpretation. Security is built in, not bolted on. VisibleThread is trusted with highly sensitive, mission-critical content and supports multiple deployment options including private cloud and on-premise to meet a wide range of security and governance requirements. The result is a single, secure platform that improves speed, quality, collaboration, and outcomes, while reducing risk and enabling teams to win more business with confidence.

Average Rating: 4.3/5.0

Total Reviews: 14

How Do G2 Users Rate VisibleThread?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind VisibleThread?

  • Seller: VisibleThread
  • Year Founded: 2008
  • HQ Location: Baltimore, MD
  • Twitter: @VisibleThread
    1,469 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Small, 47% Medium

What Do G2 Reviewers Say About VisibleThread?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency of VisibleThread, notably for quickly generating tailored documents and compliance matrices.
  • Users find VisibleThread exceptionally user-friendly, enabling swift document review and effective compliance metrics creation.
  • Users value the excellent tracking capabilities of VisibleThread, enhancing document compliance and simplifying proposal writing.
  • Users appreciate the user-friendly documentation and quick compliance scanning of VisibleThread, enhancing their overall efficiency.
  • Users find the user-friendly documentation of VisibleThread approachable, enhancing efficiency in document compliance and review.
Cons
  • Users find limited customization challenging, needing more options for tailored searches and multi-language support.
  • Users find limited features in VisibleThread, particularly lacking options for ignored words and language support.
  • Users find the navigation and terminology not intuitive, leading to a challenging learning curve with VisibleThread.
  • Users report experiencing bug issues with the software not recognizing paragraphs correctly, leading to multiple rows being generated.
  • Users report a steep learning curve with VisibleThread, making initial navigation and understanding time-consuming.

What Are Recent G2 Reviews of VisibleThread?

What Are G2 Users Discussing About VisibleThread?

Ideagen Collaboration Portal

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

Average Rating: 4.2/5.0

Total Reviews: 139

How Do G2 Users Rate Ideagen Collaboration Portal?

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

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,386 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Ideagen Collaboration Portal?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Ideagen Collaboration Portal ensures seamless collaboration without the need for special training.
  • Users laud the exceptional customer support, consistently highlighting the responsiveness and effectiveness of the Ideagen team.
  • Users appreciate the easy collaboration offered by Ideagen Collaboration Portal, streamlining teamwork across diverse stakeholders.
  • Users find the easy setup of Ideagen Collaboration Portal enhances collaborative efforts across diverse stakeholders.
  • Users appreciate the solid security features of Ideagen Collaboration Portal, ensuring the safety of sensitive information.
Cons
  • Users express concerns about high cancellation fees and poor support after years of loyalty to Ideagen Collaboration Portal.
  • Users note a difficult learning curve, especially for those unfamiliar with technology, impacting overall usability.
  • Users face frequent editing issues in documents, leading to frustrations and functionality limitations within the Ideagen Collaboration Portal.
  • Users find the Ideagen Collaboration Portal expensive for its lack of basic features and poor customer support.
  • Users face inconvenience with frequent re-logins and limited flexibility in workflows on the Ideagen Collaboration Portal.

What Are Recent G2 Reviews of Ideagen Collaboration Portal?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

SmartDocs

Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track.

Average Rating: 4.5/5.0

Total Reviews: 15

How Do G2 Users Rate SmartDocs?

  • 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: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind SmartDocs?

  • Seller: ThirtySix Software
  • Year Founded: 2009
  • HQ Location: Rochester, NY
  • Twitter: @36software
    354 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 53% Small, 27% Large

What Are Recent G2 Reviews of SmartDocs?

What Are G2 Users Discussing About SmartDocs?

Revv

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

Average Rating: 4.6/5.0

Total Reviews: 45

How Do G2 Users Rate Revv?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Revv?

  • Seller: Revv
  • Year Founded: 2018
  • HQ Location: Walnut, California
  • Twitter: @REVV
    298 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 24% Medium

What Are Recent G2 Reviews of Revv?

What Are G2 Users Discussing About Revv?

RevOps

RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. ***Collaborate, Price, Quote*** Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals ***"The Way a Quoting Tool Should Be"*** An agreement builder that your reps will actually use. How novel! -Built with the end-user in mind -Easy amendments = greater LTV -Flexibility with terms and SKUs ***Smarter, Faster Decision Making*** Create a scalable process with guardrails, templates, approval workflows, and more. -Customizable templates -Guardrails -Approval Workflows

Average Rating: 4.6/5.0

Total Reviews: 31

How Do G2 Users Rate RevOps?

  • Ease of Use: 8.7/10 (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: 9.4/10 (Category avg: 8.8/10)

Who Is the Company Behind RevOps?

  • Seller: RevOps
  • Year Founded: 2018
  • HQ Location: San Francisco, California
  • Twitter: @GoRevOps
    266 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 58% Medium, 39% Small

What Do G2 Reviewers Say About RevOps?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of RevOps, significantly enhancing efficiency and accuracy in their order management process.
  • Users love the seamless connectivity of RevOps, which streamlines processes and ensures data accuracy across systems.
  • Users appreciate the streamlined contract management in RevOps, elevating efficiency and trust in the order process.
  • Users commend the seamless CRM integration in RevOps, simplifying and trusting their quote-to-cash processes significantly.
  • Users appreciate the streamlined QTC process of RevOps, benefiting from trusted automation and ease of use.
Cons
  • Users report severe bug issues hindering sales and support, significantly degrading the overall experience with RevOps.
  • Users are frustrated with downtime issues and poor support after the Maxio acquisition, affecting their productivity significantly.
  • Users are frustrated with the inadequate AI performance leading to unresolved issues and poor support response times.
  • Users desire insufficient analytics in RevOps, seeking better customization and detailed reporting features for efficiency.
  • Users desire more flexible templates and enhanced reporting capabilities for better customization and insights.

What Are Recent G2 Reviews of RevOps?

Proposable

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

Average Rating: 4.2/5.0

Total Reviews: 74

How Do G2 Users Rate Proposable?

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

Who Is the Company Behind Proposable?

  • Seller: Proposable
  • Year Founded: 2009
  • HQ Location: Bloomington, IN
  • Twitter: @Proposable
    1,704 Twitter followers
  • LinkedIn® Page: www.linkedin.com
  • Phone: 1-888-901-7970

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 35% Medium

What Do G2 Reviewers Say About Proposable?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Proposable, finding it simple to navigate and learn quickly.
  • Users value the navigation ease of Proposable, finding it simple to use and learn quickly.
Cons
  • Users report slow performance of Proposable, frequently facing downtimes that hinder timely completion of tasks.
  • Users are frustrated with Proposable's frequent downtime and lack of updates, which hinder timely usage and improvements.

What Are Recent G2 Reviews of Proposable?

ResponsiBid

It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid allows you to quickly build proposals in any service field, particularly carpet cleaning, window cleaning, pressure washing, window tinting, and solar panel cleaning... but the custom items area will allow you to build a proposal for anything you can imagine. ResponsiBid then automates the follow-up and aggregates the data so that you know where you are getting the best leads and customers. Some of our features include: - Proposal total customization - Price floors for certain geographic and/or building sizes - Automatic trip charge inclusion - "Call screen" inputting of callers allows you to either give anonymous bids, quickly find existing customers, or start a bid to be finished later - Pricing adjustment in any conceivable way - Commercial or residential bids - Full reporting on all quotes over time periods - Automated follow-up or follow-up reminders to admin users to make phone call follow-ups - Website integration for leads to get instant quotes-- or to begin a quote - Block competitors from getting quotes on the website - CRM integration allows your quotes to generate prospect profiles in your customer management software - A bidding hub that puts all prospects into an actionable sequence

Average Rating: 4.2/5.0

Total Reviews: 11

How Do G2 Users Rate ResponsiBid?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind ResponsiBid?

  • Seller: Symphosize
  • Year Founded: 2008
  • HQ Location: N/A
  • Twitter: @Symphosize
    132 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 82% Small, 9% Medium

What Do G2 Reviewers Say About ResponsiBid?

AI-generated summary from verified user reviews

Pros
  • Users value the effective client communication via emails and texts, enhancing customer relationships with ResponsiBid.
  • Users value the effective communication of ResponsiBid, enhancing customer engagement through emails and text messages.
Cons
  • Users often face bug issues with job scheduling, leading to mismanagement of calendar events.
  • Users experience challenges with calendar job prioritization, leading to potential oversight of important tasks.

What Are Recent G2 Reviews of ResponsiBid?

What Are G2 Users Discussing About ResponsiBid?

OrbitShift

OrbitShift is a multi-agent AI full-stack enterprise sales intelligence platform purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With four powerful and seamlessly integrated modules, accountOS, knowledgeOS, rfpOS and marketing OS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales and marketing teams to identify high-value accounts, get relevant account/people insights, build account plans, generate highly contextual and personalized messages/emails, launch campaigns, access AI driven sales engineering support and automate RFP/RFI responses.

Average Rating: 4.6/5.0

Total Reviews: 30

How Do G2 Users Rate OrbitShift?

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

Who Is the Company Behind OrbitShift?

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

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 63% Large, 10% Medium

What Do G2 Reviewers Say About OrbitShift?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency of OrbitShift, enjoying centralized information and automated processes that streamline their workflow.
  • Users appreciate the ease of use of OrbitShift, enhancing their workflow with seamless navigation and centralized information.
  • Users value the efficient decision-making capabilities of OrbitShift, benefiting from consolidated insights and timely updates.
  • Users value the time-saving features of OrbitShift, allowing for efficient navigation and streamlined workflow management.
  • Users value the effective outreach capabilities of OrbitShift, simplifying connections with key decision makers for opportunities.
Cons
  • Users find the inaccuracy of data on OrbitShift problematic, often encountering outdated or mismatched contact information.
  • Users find the outdated data can be frustrating, impacting the accuracy and relevance of account information.
  • Users find the inaccurate responses on OrbitShift problematic, citing issues with outdated or mismatched contact information.
  • Users find the outdated information on OrbitShift problematic, leading to issues with data accuracy and reliability.
  • Users find the learning curve steep, requiring time and guidance to fully leverage OrbitShift's capabilities.

What Are Recent G2 Reviews of OrbitShift?