Best Proposal Software for Medium-Sized Businesses

Julie Jung
JJ
Researched and written by Julie Jung

Products classified in the overall Proposal category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Proposal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Proposal category.

In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Medium-Sized Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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Best Proposal Software At A Glance

Best for Small Businesses:
PandaDoc
PandaDoc
Best for Mid-Market:
PandaDoc
PandaDoc
Best for Enterprise:
Responsive, formerly RFPIO
Responsive, formerly RFPIO
Highest User Satisfaction:
PandaDoc
PandaDoc
Best Free Software:
PandaDoc
PandaDoc
Show LessShow More
Best for Enterprise:
Responsive, formerly RFPIO
Responsive, formerly RFPIO
Highest User Satisfaction:
PandaDoc
PandaDoc
Best Free Software:
PandaDoc
PandaDoc

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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37 Listings in Proposal Available
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    G2 Score
PandaDoc
(3,400)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Proposal software
View top Consulting Services for PandaDoc
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 69% Small-Business
    • 25% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • PandaDoc is a digital platform that facilitates the creation, sending, and tracking of documents, and offers electronic signature capabilities.
    • Reviewers frequently mention the ease of use, time-saving features, and seamless integration with other platforms as key benefits of using PandaDoc.
    • Reviewers experienced issues with the pricing structure, occasional glitches in editing fields, and limitations in customization and advanced features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • PandaDoc Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    665
    Document Management
    333
    Simple
    329
    E-Signatures
    299
    Intuitive
    294
    Cons
    Signature Issues
    107
    Missing Features
    105
    Expensive
    99
    Difficult Editing
    91
    Document Management
    81
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • PandaDoc features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    8.7
    Template Creation and Flexibility
    Average: 8.6
    8.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    PandaDoc
    Company Website
    Year Founded
    2011
    HQ Location
    San Francisco, CA
    Twitter
    @pandadoc
    18,479 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    880 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 69% Small-Business
  • 25% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • PandaDoc is a digital platform that facilitates the creation, sending, and tracking of documents, and offers electronic signature capabilities.
  • Reviewers frequently mention the ease of use, time-saving features, and seamless integration with other platforms as key benefits of using PandaDoc.
  • Reviewers experienced issues with the pricing structure, occasional glitches in editing fields, and limitations in customization and advanced features.
PandaDoc Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
665
Document Management
333
Simple
329
E-Signatures
299
Intuitive
294
Cons
Signature Issues
107
Missing Features
105
Expensive
99
Difficult Editing
91
Document Management
81
View All Pros and Cons
PandaDoc features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
8.7
Template Creation and Flexibility
Average: 8.6
8.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
PandaDoc
Company Website
Year Founded
2011
HQ Location
San Francisco, CA
Twitter
@pandadoc
18,479 Twitter followers
LinkedIn® Page
www.linkedin.com
880 employees on LinkedIn®
Responsive, formerly RFPIO
(1,269)4.5 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 suc

    Users
    • Proposal Manager
    • Proposal Writer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 48% Mid-Market
    • 39% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Responsive, formerly RFPIO Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    150
    Features
    117
    Time-saving
    87
    Efficiency
    86
    Team Collaboration
    77
    Cons
    Learning Curve
    34
    Not Intuitive
    33
    Inaccurate Responses
    27
    Non-Intuitive Features
    27
    Missing Features
    23
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Responsive, formerly RFPIO features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 8.9
    8.5
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    Template Creation and Flexibility
    Average: 8.6
    8.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Responsive
    Company Website
    Year Founded
    2016
    HQ Location
    Frisco, Texas
    Twitter
    @responsiveio
    1,750 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    708 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 suc

Users
  • Proposal Manager
  • Proposal Writer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 48% Mid-Market
  • 39% Enterprise
Responsive, formerly RFPIO Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
150
Features
117
Time-saving
87
Efficiency
86
Team Collaboration
77
Cons
Learning Curve
34
Not Intuitive
33
Inaccurate Responses
27
Non-Intuitive Features
27
Missing Features
23
View All Pros and Cons
Responsive, formerly RFPIO features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.9
8.5
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.6
8.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Responsive
Company Website
Year Founded
2016
HQ Location
Frisco, Texas
Twitter
@responsiveio
1,750 Twitter followers
LinkedIn® Page
www.linkedin.com
708 employees on LinkedIn®
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DealHub.io
(841)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Proposal software
View top Consulting Services for DealHub.io
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DealHub 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

    Users
    • Sales Operations Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 23% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
    • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
    • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DealHub.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    109
    Ease of Use
    101
    Efficiency
    88
    Time-saving
    87
    Integrations
    82
    Cons
    Learning Curve
    37
    Limited Customization
    33
    Steep Learning Curve
    25
    Missing Features
    22
    Integration Issues
    20
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DealHub.io features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    9.3
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    9.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DealHub.io
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,908 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    308 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DealHub 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

Users
  • Sales Operations Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 23% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
  • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
  • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
DealHub.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
109
Ease of Use
101
Efficiency
88
Time-saving
87
Integrations
82
Cons
Learning Curve
37
Limited Customization
33
Steep Learning Curve
25
Missing Features
22
Integration Issues
20
View All Pros and Cons
DealHub.io features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
9.3
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
DealHub.io
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,908 Twitter followers
LinkedIn® Page
www.linkedin.com
308 employees on LinkedIn®
GetAccept
(1,046)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Proposal software
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communica

    Users
    • Sales Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 40% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • GetAccept is a digital sales room that houses all documents and materials for customers, offering features such as contract and deal rooms, Salesforce integration, and customization options.
    • Users like the user-friendly interface, the ability to work entirely within Salesforce, the real-time engagement tracking, the customization options, and the professional and standardized proposals and request forms.
    • Users reported issues with the Salesforce integration, limitations with contracts and fields, a learning curve in setup and navigation, and some advanced Salesforce customization needing extra effort.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • GetAccept Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    92
    Customer Support
    48
    Helpful
    42
    Intuitive
    40
    Time-saving
    38
    Cons
    Missing Features
    16
    Limited Customization
    11
    Limited Features
    11
    Difficult Editing
    10
    Poor Integration
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GetAccept features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.5
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    8.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GetAccept Inc.
    Company Website
    Year Founded
    2015
    HQ Location
    Palo Alto, CA
    Twitter
    @getaccept
    1,430 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    159 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communica

Users
  • Sales Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 40% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • GetAccept is a digital sales room that houses all documents and materials for customers, offering features such as contract and deal rooms, Salesforce integration, and customization options.
  • Users like the user-friendly interface, the ability to work entirely within Salesforce, the real-time engagement tracking, the customization options, and the professional and standardized proposals and request forms.
  • Users reported issues with the Salesforce integration, limitations with contracts and fields, a learning curve in setup and navigation, and some advanced Salesforce customization needing extra effort.
GetAccept Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
92
Customer Support
48
Helpful
42
Intuitive
40
Time-saving
38
Cons
Missing Features
16
Limited Customization
11
Limited Features
11
Difficult Editing
10
Poor Integration
9
View All Pros and Cons
GetAccept features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.5
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
8.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
GetAccept Inc.
Company Website
Year Founded
2015
HQ Location
Palo Alto, CA
Twitter
@getaccept
1,430 Twitter followers
LinkedIn® Page
www.linkedin.com
159 employees on LinkedIn®
Loopio
(814)4.6 out of 5
Optimized for quick response
14th Easiest To Use in Proposal software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Loopio is the most highly-trusted response management software, helping enterprise businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. Loopio str

    Users
    • Proposal Manager
    • Bid Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 34% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Loopio Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    142
    Time-saving
    95
    Efficiency
    90
    Features
    84
    Intuitive
    70
    Cons
    Missing Features
    32
    Limitations
    28
    Limited Features
    26
    Inaccurate Responses
    25
    Formatting Issues
    24
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Loopio features and usability ratings that predict user satisfaction
    9.1
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    Template Creation and Flexibility
    Average: 8.6
    8.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Loopio Inc.
    Company Website
    Year Founded
    2014
    HQ Location
    Toronto
    Twitter
    @loopioinc
    1,667 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    315 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Loopio is the most highly-trusted response management software, helping enterprise businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. Loopio str

Users
  • Proposal Manager
  • Bid Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 34% Enterprise
Loopio Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
142
Time-saving
95
Efficiency
90
Features
84
Intuitive
70
Cons
Missing Features
32
Limitations
28
Limited Features
26
Inaccurate Responses
25
Formatting Issues
24
View All Pros and Cons
Loopio features and usability ratings that predict user satisfaction
9.1
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.6
8.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Loopio Inc.
Company Website
Year Founded
2014
HQ Location
Toronto
Twitter
@loopioinc
1,667 Twitter followers
LinkedIn® Page
www.linkedin.com
315 employees on LinkedIn®
Conga Composer
(905)4.4 out of 5
Optimized for quick response
View top Consulting Services for Conga Composer
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Con

    Users
    • Salesforce Administrator
    • Salesforce Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 28% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Conga Composer Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    89
    Document Management
    83
    Ease of Use
    76
    Time-saving
    56
    Templates
    55
    Cons
    Learning Curve
    50
    Steep Learning Curve
    31
    Time-Consuming
    28
    Difficulty
    26
    Limited Template Flexibility
    21
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Conga Composer features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.6
    Template Creation and Flexibility
    Average: 8.6
    8.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    3200 Kirby Dr., Suite 500, Houston, TX 77098
    Twitter
    @CongaHQ
    11,119 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,793 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Con

Users
  • Salesforce Administrator
  • Salesforce Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 28% Enterprise
Conga Composer Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
89
Document Management
83
Ease of Use
76
Time-saving
56
Templates
55
Cons
Learning Curve
50
Steep Learning Curve
31
Time-Consuming
28
Difficulty
26
Limited Template Flexibility
21
View All Pros and Cons
Conga Composer features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.6
Template Creation and Flexibility
Average: 8.6
8.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
3200 Kirby Dr., Suite 500, Houston, TX 77098
Twitter
@CongaHQ
11,119 Twitter followers
LinkedIn® Page
www.linkedin.com
1,793 employees on LinkedIn®
DocSend
(587)4.6 out of 5
Entry Level Price:$180.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 sec

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DocSend is a document sharing and tracking software that provides insights into document utilization, enables secure sharing, and offers features like bulk upload, full text search, and mobile access.
    • Users frequently mention the ease of use, the ability to track viewer engagement in real time, and the convenience of updating documents without changing the shared link.
    • Reviewers noted that the analytics dashboard can feel crowded for new users, the mobile experience is less intuitive compared to the desktop version, and the pricing can be high for smaller teams.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DocSend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    53
    Document Management
    45
    Features
    37
    Tracking Features
    35
    Security
    32
    Cons
    Expensive
    17
    App Functionality
    10
    Lacking Features
    10
    Limited Features
    9
    Limitations
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DocSend features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.9
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    8.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dropbox
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @Dropbox
    3,294,881 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,969 employees on LinkedIn®
    Ownership
    NASDAQ: DBX
Product Description
How are these determined?Information
This description is provided by the seller.

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 sec

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DocSend is a document sharing and tracking software that provides insights into document utilization, enables secure sharing, and offers features like bulk upload, full text search, and mobile access.
  • Users frequently mention the ease of use, the ability to track viewer engagement in real time, and the convenience of updating documents without changing the shared link.
  • Reviewers noted that the analytics dashboard can feel crowded for new users, the mobile experience is less intuitive compared to the desktop version, and the pricing can be high for smaller teams.
DocSend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
53
Document Management
45
Features
37
Tracking Features
35
Security
32
Cons
Expensive
17
App Functionality
10
Lacking Features
10
Limited Features
9
Limitations
8
View All Pros and Cons
DocSend features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.9
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
8.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Dropbox
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@Dropbox
3,294,881 Twitter followers
LinkedIn® Page
www.linkedin.com
3,969 employees on LinkedIn®
Ownership
NASDAQ: DBX
Oracle CPQ
(270)4.0 out of 5
View top Consulting Services for Oracle CPQ
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best soluti

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 54% Enterprise
    • 30% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Oracle CPQ is a tool that streamlines sales processes, provides guided selling, price optimization, and handles complex bundles with line items of more than 1000 products.
    • Users frequently mention that Oracle CPQ is useful in their workplace, comfortable to use, helps automate complex processes of quoting, pricing, discounting, and approvals, and offers various business configuration options.
    • Users mentioned that Oracle CPQ has a steep learning curve, issues with document generation, challenges with integrations, a complex interface, high costs, potential issues with support and maintenance, and limitations in handling complex industry use cases.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Oracle CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Time-saving
    8
    Efficiency
    7
    Sales Efficiency
    7
    Integrations
    6
    Cons
    Complexity
    5
    Bug Issues
    4
    Complex Setup
    4
    Initial Usage Difficulty
    4
    Learning Curve
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Oracle CPQ features and usability ratings that predict user satisfaction
    7.8
    Ease of Use
    Average: 8.9
    8.4
    Assembly and Approval Workflows
    Average: 8.6
    8.2
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    825,309 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    198,071 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best soluti

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 54% Enterprise
  • 30% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Oracle CPQ is a tool that streamlines sales processes, provides guided selling, price optimization, and handles complex bundles with line items of more than 1000 products.
  • Users frequently mention that Oracle CPQ is useful in their workplace, comfortable to use, helps automate complex processes of quoting, pricing, discounting, and approvals, and offers various business configuration options.
  • Users mentioned that Oracle CPQ has a steep learning curve, issues with document generation, challenges with integrations, a complex interface, high costs, potential issues with support and maintenance, and limitations in handling complex industry use cases.
Oracle CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Time-saving
8
Efficiency
7
Sales Efficiency
7
Integrations
6
Cons
Complexity
5
Bug Issues
4
Complex Setup
4
Initial Usage Difficulty
4
Learning Curve
4
View All Pros and Cons
Oracle CPQ features and usability ratings that predict user satisfaction
7.8
Ease of Use
Average: 8.9
8.4
Assembly and Approval Workflows
Average: 8.6
8.2
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
825,309 Twitter followers
LinkedIn® Page
www.linkedin.com
198,071 employees on LinkedIn®
Ownership
NYSE:ORCL
Proposify
(1,136)4.6 out of 5
Optimized for quick response
10th Easiest To Use in Proposal software
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 fle

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 84% Small-Business
    • 14% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Proposify is a software that automates the creation of business proposals, featuring eSignature capabilities, document processing, and detailed analytics for tracking client engagement.
    • Reviewers appreciate Proposify's ability to simplify the proposal process, provide actionable insights through tracking features, and maintain brand consistency across documents, all of which contribute to increased closing rates and efficient workflow management.
    • Users reported challenges with Proposify's compatibility with mobile devices, limitations in design customization options, occasional slow loading times for larger proposals, and difficulties in navigating the platform due to its advanced technology.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Proposify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    40
    Templates
    23
    Easy Creation
    20
    Customization
    16
    Ease of Creation
    16
    Cons
    Difficult Editing
    13
    Limited Customization
    13
    Editing Difficulties
    11
    Feature Usability
    9
    Missing Features
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Proposify features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.5
    Template Creation and Flexibility
    Average: 8.6
    8.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Proposify
    Company Website
    Year Founded
    2012
    HQ Location
    Halifax
    Twitter
    @proposify
    4,230 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    75 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 fle

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 84% Small-Business
  • 14% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Proposify is a software that automates the creation of business proposals, featuring eSignature capabilities, document processing, and detailed analytics for tracking client engagement.
  • Reviewers appreciate Proposify's ability to simplify the proposal process, provide actionable insights through tracking features, and maintain brand consistency across documents, all of which contribute to increased closing rates and efficient workflow management.
  • Users reported challenges with Proposify's compatibility with mobile devices, limitations in design customization options, occasional slow loading times for larger proposals, and difficulties in navigating the platform due to its advanced technology.
Proposify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
40
Templates
23
Easy Creation
20
Customization
16
Ease of Creation
16
Cons
Difficult Editing
13
Limited Customization
13
Editing Difficulties
11
Feature Usability
9
Missing Features
9
View All Pros and Cons
Proposify features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.5
Template Creation and Flexibility
Average: 8.6
8.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Proposify
Company Website
Year Founded
2012
HQ Location
Halifax
Twitter
@proposify
4,230 Twitter followers
LinkedIn® Page
www.linkedin.com
75 employees on LinkedIn®
Inventive.AI
(91)5.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Inventive AI is the fastest growing AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see > 70% efficiency in res

    Users
    No information available
    Industries
    • Information Technology and Services
    • Biotechnology
    Market Segment
    • 69% Mid-Market
    • 20% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Inventive.AI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    58
    Efficiency
    51
    Time-saving
    32
    Consistency in Responses
    30
    Intuitive
    28
    Cons
    Insufficient Analytics
    22
    Poor Reporting
    18
    Lack of Clarity
    8
    Missing Features
    5
    Access Management
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Inventive.AI features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.9
    9.3
    Assembly and Approval Workflows
    Average: 8.6
    8.5
    Template Creation and Flexibility
    Average: 8.6
    8.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Inventive
    Company Website
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Inventive AI is the fastest growing AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see > 70% efficiency in res

Users
No information available
Industries
  • Information Technology and Services
  • Biotechnology
Market Segment
  • 69% Mid-Market
  • 20% Small-Business
Inventive.AI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
58
Efficiency
51
Time-saving
32
Consistency in Responses
30
Intuitive
28
Cons
Insufficient Analytics
22
Poor Reporting
18
Lack of Clarity
8
Missing Features
5
Access Management
4
View All Pros and Cons
Inventive.AI features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.9
9.3
Assembly and Approval Workflows
Average: 8.6
8.5
Template Creation and Flexibility
Average: 8.6
8.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Inventive
Company Website
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Jotform Sign
(1,630)4.7 out of 5
Optimized for quick response
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatur

    Users
    • Owner
    • CEO
    Industries
    • Non-Profit Organization Management
    • Health, Wellness and Fitness
    Market Segment
    • 71% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jotform Sign Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    477
    Easy Setup
    229
    Intuitive
    175
    Simple
    153
    Easy Creation
    141
    Cons
    Signature Issues
    67
    Expensive
    55
    Limited Customization
    55
    Form Issues
    48
    Missing Features
    36
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jotform Sign features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    8.2
    Assembly and Approval Workflows
    Average: 8.6
    8.1
    Template Creation and Flexibility
    Average: 8.6
    8.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jotform
    Company Website
    Year Founded
    2006
    HQ Location
    San Francisco, California
    Twitter
    @Jotform
    39,439 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    900 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatur

Users
  • Owner
  • CEO
Industries
  • Non-Profit Organization Management
  • Health, Wellness and Fitness
Market Segment
  • 71% Small-Business
  • 16% Mid-Market
Jotform Sign Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
477
Easy Setup
229
Intuitive
175
Simple
153
Easy Creation
141
Cons
Signature Issues
67
Expensive
55
Limited Customization
55
Form Issues
48
Missing Features
36
View All Pros and Cons
Jotform Sign features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
8.2
Assembly and Approval Workflows
Average: 8.6
8.1
Template Creation and Flexibility
Average: 8.6
8.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Jotform
Company Website
Year Founded
2006
HQ Location
San Francisco, California
Twitter
@Jotform
39,439 Twitter followers
LinkedIn® Page
www.linkedin.com
900 employees on LinkedIn®
fynk
(49)4.9 out of 5
8th Easiest To Use in Proposal software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, man

    Users
    • Head of Finance
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 18% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Fynk is a contract management tool that automates workflows, tracks key dates, and ensures smooth approval processes across departments.
    • Users like the AI-driven features for clause extraction and reminders, the seamless integration with CRM and document management systems, and the ability to create professional proposals and contracts using pre-designed templates.
    • Reviewers noted that the reporting features could be more advanced for deeper analysis, the initial setup process can be lengthy due to the need for custom integrations, and the approval process setup can be rigid when dealing with custom workflows.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • fynk Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Contract Management
    17
    Efficiency
    15
    Automation
    11
    Features
    11
    Cons
    Insufficient Analytics
    6
    Limited Reporting
    5
    Poor Reporting
    5
    Content Management
    4
    Dashboard Issues
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • fynk features and usability ratings that predict user satisfaction
    9.8
    Ease of Use
    Average: 8.9
    10.0
    Assembly and Approval Workflows
    Average: 8.6
    10.0
    Template Creation and Flexibility
    Average: 8.6
    10.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    fynk GmbH
    Year Founded
    2022
    HQ Location
    Vienna
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, man

Users
  • Head of Finance
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 18% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Fynk is a contract management tool that automates workflows, tracks key dates, and ensures smooth approval processes across departments.
  • Users like the AI-driven features for clause extraction and reminders, the seamless integration with CRM and document management systems, and the ability to create professional proposals and contracts using pre-designed templates.
  • Reviewers noted that the reporting features could be more advanced for deeper analysis, the initial setup process can be lengthy due to the need for custom integrations, and the approval process setup can be rigid when dealing with custom workflows.
fynk Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Contract Management
17
Efficiency
15
Automation
11
Features
11
Cons
Insufficient Analytics
6
Limited Reporting
5
Poor Reporting
5
Content Management
4
Dashboard Issues
4
View All Pros and Cons
fynk features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 8.9
10.0
Assembly and Approval Workflows
Average: 8.6
10.0
Template Creation and Flexibility
Average: 8.6
10.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
fynk GmbH
Year Founded
2022
HQ Location
Vienna
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Qwilr
(885)4.6 out of 5
Optimized for quick response
5th Easiest To Use in Proposal software
DealsSpecial offer!
20% Off: $31/user per month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 OpenTab

    Users
    • CEO
    • Account Executive
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 81% Small-Business
    • 15% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Qwilr is a proposal creation tool that integrates with CRM systems, offers tracking capabilities, and allows for customization and interactivity in proposals.
    • Reviewers appreciate Qwilr's user-friendly interface, seamless CRM integration, and the ability to create interactive, visually appealing proposals with analytics and reporting features.
    • Users mentioned limitations in customization options, issues with specific integrations, difficulties with certain formatting aspects, and challenges in locating and managing documents.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Qwilr Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    99
    Simple
    53
    Customer Support
    50
    Templates
    50
    Easy Setup
    49
    Cons
    Limited Customization
    26
    Difficult Editing
    18
    Missing Features
    18
    Integration Issues
    17
    Limited Features
    16
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Qwilr features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    8.4
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    7.9
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Qwilr
    Company Website
    Year Founded
    2014
    HQ Location
    Redfern, New South Wales
    Twitter
    @Qwilr
    2,521 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    104 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 OpenTab

Users
  • CEO
  • Account Executive
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 81% Small-Business
  • 15% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Qwilr is a proposal creation tool that integrates with CRM systems, offers tracking capabilities, and allows for customization and interactivity in proposals.
  • Reviewers appreciate Qwilr's user-friendly interface, seamless CRM integration, and the ability to create interactive, visually appealing proposals with analytics and reporting features.
  • Users mentioned limitations in customization options, issues with specific integrations, difficulties with certain formatting aspects, and challenges in locating and managing documents.
Qwilr Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
99
Simple
53
Customer Support
50
Templates
50
Easy Setup
49
Cons
Limited Customization
26
Difficult Editing
18
Missing Features
18
Integration Issues
17
Limited Features
16
View All Pros and Cons
Qwilr features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
8.4
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
7.9
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Qwilr
Company Website
Year Founded
2014
HQ Location
Redfern, New South Wales
Twitter
@Qwilr
2,521 Twitter followers
LinkedIn® Page
www.linkedin.com
104 employees on LinkedIn®
AutogenAI
(127)4.4 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and

    Users
    • Bid Writer
    • Bid Manager
    Industries
    • Construction
    • Facilities Services
    Market Segment
    • 45% Enterprise
    • 39% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AutogenAI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time-saving
    56
    Efficiency
    55
    Ease of Use
    54
    Features
    42
    Customer Support
    38
    Cons
    Learning Curve
    18
    User Difficulty
    15
    Not Intuitive
    12
    Steep Learning Curve
    11
    Learning Difficulty
    10
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AutogenAI features and usability ratings that predict user satisfaction
    7.9
    Ease of Use
    Average: 8.9
    6.8
    Assembly and Approval Workflows
    Average: 8.6
    6.5
    Template Creation and Flexibility
    Average: 8.6
    7.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AutogenAI
    Company Website
    Year Founded
    2022
    HQ Location
    New York, NY
    Twitter
    @AutogenAI
    304 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    169 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and

Users
  • Bid Writer
  • Bid Manager
Industries
  • Construction
  • Facilities Services
Market Segment
  • 45% Enterprise
  • 39% Mid-Market
AutogenAI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time-saving
56
Efficiency
55
Ease of Use
54
Features
42
Customer Support
38
Cons
Learning Curve
18
User Difficulty
15
Not Intuitive
12
Steep Learning Curve
11
Learning Difficulty
10
View All Pros and Cons
AutogenAI features and usability ratings that predict user satisfaction
7.9
Ease of Use
Average: 8.9
6.8
Assembly and Approval Workflows
Average: 8.6
6.5
Template Creation and Flexibility
Average: 8.6
7.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
AutogenAI
Company Website
Year Founded
2022
HQ Location
New York, NY
Twitter
@AutogenAI
304 Twitter followers
LinkedIn® Page
www.linkedin.com
169 employees on LinkedIn®
Upland Qvidian
(155)4.3 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps

    Users
    • Proposal Writer
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 55% Enterprise
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Upland Qvidian Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    17
    Content Management
    13
    RFP Management
    13
    Content Library
    12
    Efficiency
    12
    Cons
    Not Intuitive
    6
    Expensive
    4
    Slow Performance
    4
    User Difficulty
    4
    Inadequate AI Performance
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Upland Qvidian features and usability ratings that predict user satisfaction
    8.1
    Ease of Use
    Average: 8.9
    7.1
    Assembly and Approval Workflows
    Average: 8.6
    7.8
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Upland Software
    Company Website
    Year Founded
    2010
    HQ Location
    Austin, TX
    LinkedIn® Page
    www.linkedin.com
    832 employees on LinkedIn®
    Ownership
    NASDAQ:UPLD
Product Description
How are these determined?Information
This description is provided by the seller.

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps

Users
  • Proposal Writer
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 55% Enterprise
  • 33% Mid-Market
Upland Qvidian Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
17
Content Management
13
RFP Management
13
Content Library
12
Efficiency
12
Cons
Not Intuitive
6
Expensive
4
Slow Performance
4
User Difficulty
4
Inadequate AI Performance
3
View All Pros and Cons
Upland Qvidian features and usability ratings that predict user satisfaction
8.1
Ease of Use
Average: 8.9
7.1
Assembly and Approval Workflows
Average: 8.6
7.8
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Upland Software
Company Website
Year Founded
2010
HQ Location
Austin, TX
LinkedIn® Page
www.linkedin.com
832 employees on LinkedIn®
Ownership
NASDAQ:UPLD
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