Top Tools at a Glance
Best for Fast, template-driven proposals | User Review "Effortless Document Management, Ideal for All Users"  NF Niyalish F.
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Best for | User Review "Automates Sales with Easy Integrations" KG Kaif G.
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 Sponsored You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings. Tresorit | Product Description This description is provided by the seller. Tresorit is an end-to-end encrypted, zero-knowledge content collaboration platform that enables security-conscious companies to manage, sync, sign, and share their files safely. Unlike other public... | Visit company website | |
Best for Interactive, web-style proposals | User Review "" MM Milagros M. Small-Business (50 or fewer emp.) | ||
Best for High-volume RFP and questionnaire responses | User Review "Transforms RFP Responses with an Impressive Content Library"  A Verified User Small-Business (50 or fewer emp.) | ||
Best for Centralized RFP content management | User Review "very useful" A Verified User Enterprise (> 1000 emp.) | ||
Best for Team-scaled proposal consistency | User Review "Excellent Data Security and Compliance Focus" PK Pramod K. Mid-Market (51-1000 emp.) | ||
Best for Services proposals with recurring pricing | User Review "Effortless Proposals and Agreements with Smart Pricing Features" A Verified User Small-Business (50 or fewer emp.) | ||
Best for Proposal delivery with sales engagement | User Review "Excellent Tool for Music Admissions Teams" A Verified User Mid-Market (51-1000 emp.) | ||
Best for Complex configuration and pricing proposals | User Review "Streamlined Quoting with Powerful Automation - OCPQ" HT Harish T. Enterprise (> 1000 emp.) | ||
Best for Proposal-to-billing automation for service firms | User Review "Transforms Client Engagements with Ease" DV Danielle V.
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You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
This description is provided by the seller.
Tresorit is an end-to-end encrypted, zero-knowledge content collaboration platform that enables security-conscious companies to manage, sync, sign, and share their files safely. Unlike other public...
High-volume RFP and questionnaire responses
Complex configuration and pricing proposals
Buyer's Guide: Proposal
All Proposal Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use of PandaDoc, finding it user-friendly and efficient for managing signatures and documents.
Users love the easy document management of PandaDoc, benefiting from its user-friendly interface and seamless CRM integration.
Users love the easy mailing options of PandaDoc, making template management and document sending effortless and efficient.
Users find signature issues with PandaDoc, particularly regarding personal signature usage and mobile interface difficulties.
Users find the expensive pricing of PandaDoc limits access to useful features and functionality.
Users mention a need for missing features like advanced calculation tables to enhance usability and efficiency.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the responsive customer support of DealHub.io, noting its speed and thoroughness in resolving issues.
Users commend the ease of use of DealHub.io, appreciating its intuitive interface and quick implementation process.
Users highlight the time-saving features of DealHub.io, enhancing focus on closing deals and improving sales efficiency.
Users find the steep learning curve of DealHub.io challenging initially, but support helps ease the process.
Users find limited customization options challenging, often needing workarounds or external support for advanced features.
Users find a steep learning curve with DealHub.io, making initial setup and customization time-consuming and complex.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Responsive, finding it intuitive and effective for daily tasks and collaboration.
Users appreciate the powerful project creation and answer library, benefiting from innovative features and excellent support.
Users highlight the efficiency of Responsive, revolutionizing RFI management and significantly reducing response times.
Users find the learning curve steep, often feeling overwhelmed by the platform's many features and options.
Users find the interface unintuitive, making it challenging to navigate and locate content effectively.
Users express disappointment about missing features like personalized settings and comprehensive Q&A views, impacting their overall experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users enjoy the great ease of use of GetAccept, with no complaints about functionality from their team.
Users value the exceptional customer support from GetAccept, appreciating quick and accurate responses to their queries.
Users value the exceptional customer support of GetAccept, consistently impressed by its responsiveness and helpfulness.
Users note the missing features like PDF conversion and branding options, which are important for their needs.
Users find limited customization frustrating, as it forces duplication of contracts and complicates document management.
Users find difficult editing in GetAccept's quote templates challenging, but customer service provides speedy assistance.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use in Loopio, enhancing efficiency and streamlining responses to assessments effortlessly.
Users value Loopio's time-saving features, enhancing efficiency through easy access to centralized information and quick responses.
Users value the efficiency of Loopio, thanks to its AI capabilities and user-friendly search for quick access to information.
Users note that Loopio has missing features like time tracking and refinements for high-level enterprise RFXs.
Users face significant limitations with Loopio, including search issues and challenges with content import and maintenance.
Users face limited features in Loopio, struggling with customization and document structuring for diverse client needs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find DocSend to be easy to use, enhancing their document sharing with secure and efficient tools.
Users appreciate the secure document sharing capabilities of DocSend, ensuring accountability and professionalism in every transaction.
Users value DocSend's secure document tracking and comprehensive features, enhancing collaboration and efficiency in their workflows.
Users find the pricing to be expensive, especially for small teams and those not in startup programs.
Users find the lack of features challenging, especially regarding configuration and the limitations of lower-tier plans.
Users find limited features in DocSend packages relative to cost, making it less ideal for smaller teams.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use with Proposify, streamlining proposal creation and enhancing client engagement effortlessly.
Users love the sleek, customizable templates of Proposify, streamlining proposal creation and elevating professionalism effortlessly.
Users appreciate the easy creation of proposals with Proposify, thanks to its numerous customizable templates.
Users find the difficult editing process in Proposify frustrating, as it lacks intuitiveness and user-friendliness.
Users find the limited customization options in Proposify restrict their ability to create tailored proposals effectively.
Users often face editing difficulties with Proposify, notably in text formatting and table management, which can be frustrating.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the easy-to-use interface and seamless data generation of Conga Composer, enhancing daily productivity.
Users praise Conga Composer for its easy-to-use interface, making document management and customization effortless.
Users value the time-saving capabilities of Conga Composer, significantly reducing lengthy contract signing sessions.
Users note a steep learning curve with Conga Composer, especially for complex tasks and mastering merge syntax.
Users face a steep learning curve with Conga Composer, especially when implementing complex features and logic.
Users find the limited template flexibility of Conga Composer problematic, especially with large documents and UI challenges.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Oracle CPQ, enabling seamless processing of daily tasks with user-friendly features.
Users value the sales efficiency of Oracle CPQ, streamlining quoting processes and enhancing deal closure speed.
Users value the time-saving features of Oracle CPQ, which streamline quoting processes and enhance deal closures.
Users find the complexity of configuration and customization challenging, especially for those new to CPQ systems.
Users find the setup process complex, needing significant time and expertise for configuration and customization.
Users struggle with the steep learning curve of Oracle CPQ, making it difficult to navigate and utilize effectively.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of fynk, streamlining the entire contract process in one intuitive tool.
Users value the transformed contract management with fynk, benefiting from a single intuitive tool for efficiency.
Users value the AI technology in fynk, significantly enhancing contract management efficiency and saving valuable time.
Users find the learning curve challenging, requiring significant time and effort to master initial setup and features.
Users find the steep learning curve of fynk challenging, particularly with initial setup and complex features.
Users find the complex setup for compliance demanding, requiring significant effort despite helpful support from fynk.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Qwilr, finding it fast and intuitive for creating professional proposals.
Users find Qwilr's simplicity in creating proposals extremely helpful, enhancing both efficiency and presentation quality.
Users commend the exceptional customer support of Qwilr, noting quick responses and helpful solutions whenever needed.
Users find Qwilr's limited customization options restrictive, hindering branding flexibility and causing layout issues during exports.
Users face missing features like limited functionalities and challenges with document sign-offs and email customization.
Users note limited functionalities and seek more formatting options to enhance their experience with Qwilr.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the significant time savings of AutogenAI, enhancing productivity and workflow efficiency in bid preparation.
Users appreciate the efficiency of AutoGenAI, allowing for quick transformations and seamless workflows in their tasks.
Users find AutogenAI easy to use, appreciating its functionality and efficiency in transforming bid responses and research.
Users find the learning curve challenging, noting clunky usage and complex, verbose language in AutogenAI.
Users find AutogenAI not user-friendly due to its complex functions and slow response times.
Users may face a steep learning curve with AutogenAI, making initial use complicated and time-consuming.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Cacheflow, streamlining invoicing and contract management for greater efficiency.
Users commend the easy setup of Cacheflow, streamlining processes and enhancing efficiency for finance and sales teams.
Users value the effective proposal management of Cacheflow, enhancing visibility and improving win rates for sales teams.
Users wish for the missing features in Cacheflow, like sending multiple SKUs on one proposal and better collections support.
Users mention limited features that hinder overall functionality, including insufficient reports and poor UI stability.
Users face access limitations due to restricted support hours and frequent logouts, impacting their overall experience.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Upland Qvidian, which streamlines RFP completion and content access.
Users find Qvidian's content management capabilities essential for efficiently organizing and streamlining their content library.
Users value the responsive and personalized customer support from Upland Qvidian, enhancing their overall experience with the tool.
Users find the software not intuitive, with complexity and functionality issues that hinder their experience.
Users express frustration with the slow performance of Upland Qvidian, finding it time-consuming and cumbersome to navigate.
Users find Upland Qvidian expensive, especially challenging for smaller teams and individuals to afford.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find RELAYTO's interface intuitive and easy to use, streamlining the creation of interactive documents effortlessly.
Users love how RELAYTO offers seamless integration of AI and visuals, enhancing document presentation for modern needs.
Users appreciate the high quality and user-friendly features of RELAYTO, enhancing their document customization and workflow efficiency.
Users find the learning curve challenging, but with practice and support, mastering RELAYTO becomes worthwhile.
Users find the learning difficulty of RELAYTO challenging initially, yet support aids in overcoming the hurdle effectively.
Users find the steep learning curve of RELAYTO challenging initially, but it becomes manageable with practice and support.
