# Best Proposal Software for Medium-Sized Businesses *By [Julie Jung](https://research.g2.com/insights/author/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. ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,411 reviews) | Fast, template-driven proposals | "[Effective for Document Tracking, but Needs Improvements](https://www.g2.com/survey_responses/pandadoc-review-11792847)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,236 reviews) | Proposal delivery with sales engagement | "[GetAccept Speeds Up Sales with Smart E-Signing, Tracking, and HubSpot Sync](https://www.g2.com/survey_responses/getaccept-review-12980646)" | | 3 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (246 reviews) | Complex configuration and pricing proposals | "[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)" | | 4 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,282 reviews) | High-volume RFP and questionnaire responses | "[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)" | | 5 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (894 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 6 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (836 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)" | | 7 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 8 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (120 reviews) | Services proposals with recurring pricing | "[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)" | | 9 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,647 reviews) | — | "[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)" | | 10 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)" | --- ## What Are the Most Common Questions About Proposal Software? *AI-generated · Last updated: May 26, 2026* ### What most trusted Proposal by sales leaders based on verified user reviews. and key capabilities? Based on G2 reviews, sales teams most often describe proposal software they trust in terms of speed, consistency, and visibility after sending documents. According to verified users, products in this category help teams build proposals from templates, track when buyers open documents, manage approvals, and collect signatures without switching between multiple tools. G2 reviewers mention that strong proposal software also supports CRM integrations, reusable content libraries, and easier collaboration between sales and operations. In recent reviews, PandaDoc is the most frequently mentioned product among eligible options, with users repeatedly highlighting proposal creation speed, template reuse, tracking, and signing workflows that help teams move deals forward. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11856586) – used for fast proposal creation, template reuse, document tracking, and e-signature workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12859481) – helps sales teams create offers quickly, track engagement, and simplify digital signing - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12868863) – supports interactive proposals, customizable templates, and client-friendly presentation experiences ### What best Proposal platforms enabling tracking of engagement metrics and acceptance rates. that deliver strong? Based on G2 reviews, buyers looking for proposal software with engagement tracking should prioritize products that show when documents are opened, what sections prospects spend time on, and when signatures or approvals are completed. According to verified users, these capabilities help sales teams time follow-ups better and keep proposals moving without guesswork. G2 reviewers mention that strong platforms in this area also combine tracking with templates, digital signatures, and easier collaboration so proposal activity is tied directly to execution. Across recent reviews, PandaDoc, GetAccept, and Qwilr are the products most often associated with document visibility, buyer engagement signals, and smoother proposal workflows for sales teams. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11819301) – gives teams visibility into customer views and proposal activity to support sales follow-up - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12681948) – offers real-time engagement tracking so teams can see opens, interactions, and signing progress - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12739009) – helps teams track proposal views and partner engagement while standardizing proposal delivery ### Which Proposal tools include templates and workflows that actually help close deals? Based on G2 reviews, PandaDoc stands out here because verified users repeatedly connect its templates and workflow features to faster proposal delivery, easier collaboration, and quicker signatures. According to verified users, proposal tools that help close deals usually combine reusable templates, content blocks or libraries, reminders, approval flow support, and simple signing steps in one process. G2 reviewers mention that these features reduce manual rework, keep content consistent, and make it easier for reps to personalize proposals without rebuilding them every time. Recent reviews also highlight that effective workflows matter most when they shorten handoffs between sales, reviewers, and customers while keeping document status visible. ### What top Proposal vendors offering integrated e-signature and approval workflow automation. and key capabilities? Based on G2 reviews, leading proposal vendors with integrated e-signature and approval workflow automation help teams move from draft to signed agreement in one system. According to verified users, the most valued capabilities include proposal creation, reusable templates, approval routing, digital signatures, payment collection or invoicing support, and visibility into document status. G2 reviewers mention that these tools reduce manual handoffs, keep records centralized, and help sales, finance, and operations stay aligned during the quote-to-signature process. In recent category reviews, PandaDoc, GetAccept, and Qwilr are repeatedly associated with all-in-one proposal creation, signing, and workflow support that helps organizations keep deals moving. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12719243) – supports electronic quoting, document tracking, certification, and standardized workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12654643) – combines proposal sending, tracking, notifications, and e-signatures in one workflow - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12701678) – connects proposal presentation with signatures and payments to speed deal completion ### What highest rated Proposal for reducing proposal cycle time and improving closure rates? Based on G2 reviews, PandaDoc is the strongest fit for this need because users consistently describe faster proposal creation, quicker sending, and easier signing as key benefits. According to verified users, reducing proposal cycle time usually comes from reusable templates, auto-filled or standardized content, smoother collaboration, reminders, and built-in tracking after documents are sent. G2 reviewers mention that these features help sales teams avoid rebuilding proposals, reduce back-and-forth, and keep customer momentum high. Reviews also connect visibility into opens and signatures with better follow-up timing, which supports stronger close outcomes. For teams prioritizing speed from draft to signed document, recent review themes point most clearly to PandaDoc. ### Which Proposal solutions effectively prevent version confusion and lost opportunities for your organization and specific needs? Based on G2 reviews, solutions that reduce version confusion tend to centralize proposal content, keep one active document source, and make collaboration visible across teams. According to verified users, the biggest pain points before adopting proposal software were scattered files, duplicate edits, outdated content, and manual back-and-forth between sales and reviewers. G2 reviewers mention that tools with shared templates, tracked revisions, content libraries, and in-platform collaboration help teams avoid sending the wrong version or missing follow-up moments. Recent reviews especially emphasize PandaDoc for centralized proposal creation and editing, Qwilr for maintaining one linked proposal version, and GetAccept for keeping communication, offers, and signing activity together in one workflow. ### What most reliable Proposal software based on reviews from sales teams and operations? Based on G2 reviews, reliability in proposal software is usually defined by consistent daily use, easy adoption across sales and operations, and fewer breakdowns between quoting, approvals, and signing. According to verified users, reliable tools help teams create documents quickly, maintain content consistency, track proposal status, and keep customer actions visible without constant manual intervention. G2 reviewers mention that products feel most dependable when they are straightforward to use, integrate into existing workflows, and support both internal collaboration and external customer signing. In the recent review set, PandaDoc, GetAccept, and Qwilr appear most often in reliability-related feedback tied to proposal execution, visibility, and team efficiency. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12579427) – keeps proposal creation, sending, tracking, and signing organized in one place - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12682321) – praised for smooth onboarding, a clear dashboard, and reliable proposal workflow support - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12068746) – helps teams deliver polished, consistent proposals while reducing formatting and workflow overhead ### Which Proposal software handles complex configurations with multiple products and pricing for your organization and specific needs? Based on G2 reviews, proposal software that handles more complex product and pricing scenarios usually combines configurable templates, pricing tables, reusable product content, and stronger quote structure controls. According to verified users, these capabilities matter when teams need to manage bundles, multiple vendor lists, itemized pricing, or project options without rebuilding proposals manually. G2 reviewers mention PandaDoc for compiling pricing with terms and keeping standard content current, Qwilr for customizable quote structures and buyer-selectable options, and QuoteWerks for centralized product, pricing, and bundle management in more detailed quoting workflows. Buyers with more layered quoting needs should look for products that keep product data organized while still making proposals client-friendly. ### How Proposal software that measurably reduces the time from initial quote to send? Based on G2 reviews, proposal software reduces time from initial quote to send by removing repetitive drafting, centralizing pricing and content, and making documents easier to assemble from templates. According to verified users, the biggest time savings come from predefined templates, reusable content blocks, automatic reminders, quote duplication, and integrations that pull information from existing systems. G2 reviewers mention that these features let teams move from customer conversation to proposal delivery much faster, especially when they no longer need to juggle spreadsheets, word processors, and separate signing tools. Across recent reviews, PandaDoc, Qwilr, and QuoteWerks are repeatedly linked to faster quote preparation and smoother quote-to-send workflows. ### What are the best Proposal software platforms designed specifically for sales teams? Based on G2 reviews, the best proposal software platforms for sales teams are the ones that make it easier to create polished proposals fast, track buyer engagement, and move directly into approval or signature steps. According to verified users, sales-focused platforms stand out when they combine templates, CRM-connected workflows, visibility into document activity, and simple collaboration between reps and supporting teams. G2 reviewers mention that sales teams value tools that help them stay consistent while still personalizing offers for each buyer. In the recent review data, PandaDoc, GetAccept, and Qwilr are the most consistently mentioned platforms for sales-driven proposal creation, engagement tracking, and closing workflows. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12678944) – supports sales teams with tailored proposals, content libraries, and streamlined quoting workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12683567) – helps sales teams present, track, and close deals with engagement visibility - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12708455) – speeds proposal creation for sales teams with reusable blocks and CRM-connected workflows ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 290 ### Category Stats (Jun 2026) - **Average Rating**: 4.49/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Dasseti ENGAGE (+3.3%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,300+ Authentic Reviews - 290+ 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. ## Which Proposal Software Is Best for Your Use Case? - **Best for Small Businesses:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Mid-Market:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Enterprise:** [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - **Highest User Satisfaction:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### Conga Composer Flexible. Scalable. Embedded. 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[PandaDoc](https://www.g2.com/products/pandadoc/reviews) PandaDoc is an all-in-one document management platform trusted by 50,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,411 **How Do G2 Users Rate PandaDoc?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind PandaDoc?** - **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc) - **Company Website:** https://www.pandadoc.com - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @pandadoc (18,428 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2211704/ (895 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 68% Small-Business, 26% Mid-Market #### What Are PandaDoc's Pros and Cons? **Pros:** - Ease of Use (717 reviews) - Document Management (352 reviews) - Simple (336 reviews) - Intuitive (306 reviews) - E-Signatures (303 reviews) **Cons:** - Missing Features (119 reviews) - Expensive (108 reviews) - Signature Issues (106 reviews) - Difficult Editing (98 reviews) - Editing Difficulty (87 reviews) ### What Do G2 Reviewers Say About PandaDoc? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in PandaDoc, finding it simple and efficient for obtaining signatures from clients. - Users value PandaDoc's **intuitive document management** , enhancing efficiency, visibility, and security in handling paperwork. - Users love PandaDoc's **intuitive editing tools** that streamline document customization and enhance workflow efficiency. - Users find PandaDoc to be incredibly **user-friendly** , streamlining document management and enhancing work efficiency. - Users appreciate the **ease of use** of PandaDoc for signing documents, enhancing client experience and workflow efficiency. **Cons:** - Users find significant drawbacks with **missing features** , like document expiration settings and advanced editing options in PandaDoc. - Users find PandaDoc **expensive** , making it challenging for small teams and startups to utilize effectively. - Users find the **signature issues** in PandaDoc frustrating, especially with personal signatures and page formatting problems. - Users find **difficult editing** challenges in PandaDoc, hindering real-time collaboration and seamless document adjustments. - Users find **editing difficult** , facing challenges with table formatting, live document changes, and graphics adjustments in PandaDoc. #### What Are Recent G2 Reviews of PandaDoc? **"[Very useful](https://www.g2.com/survey_responses/pandadoc-review-11052803)"** **Rating:** 5.0/5.0 stars *— Denisa C.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11052803) --- **"[Effective for Document Tracking, but Needs Improvements](https://www.g2.com/survey_responses/pandadoc-review-11792847)"** **Rating:** 4.5/5.0 stars *— Iris J.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11792847) --- #### What Are G2 Users Discussing About PandaDoc? - [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments - [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments - [How much does PandaDoc cost?](https://www.g2.com/discussions/how-much-does-pandadoc-cost) - 2 comments - [Is PandaDoc really free?](https://www.g2.com/discussions/is-pandadoc-really-free) - 3 comments ### 2. [GetAccept](https://www.g2.com/products/getaccept/reviews) GetAccept is an AI-powered Digital Sales Room platform that brings sales content, proposals, e-signing, and buyer communication into one connected space, where sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. Purpose-built AI that understands the context of each deal generates and updates personalized proposals and content in minutes, real-time engagement tracking turns buyer activity into deal visibility, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size engage buyers more effectively, close faster, and win more. Why revenue teams choose GetAccept ↳ Personalized enablement: surface and auto-generate the right content for each deal, stage, and stakeholder. ↳ Shared buyer collaboration: one interactive Digital Sales Room that keeps conversations, materials, and actions aligned. ↳ Deal intelligence: turn buyer engagement signals into visibility and AI-guided next steps. ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room. ↳ Connected to your stack: native CRM sync so activity updates everywhere automatically. Trusted by revenue teams including SalesScreen, Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Morken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic AE EMEA, Dealfront (sales cycle cut from 150 to 50 days) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,236 **How Do G2 Users Rate GetAccept?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind GetAccept?** - **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc) - **Company Website:** https://www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept (1,433 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (157 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 51% Small-Business, 43% Mid-Market #### What Are GetAccept's Pros and Cons? **Pros:** - Ease of Use (92 reviews) - Customer Support (48 reviews) - Helpful (42 reviews) - Intuitive (40 reviews) - Time-saving (38 reviews) **Cons:** - Missing Features (16 reviews) - Limited Customization (11 reviews) - Limited Features (11 reviews) - Difficult Editing (10 reviews) - Poor Integration (9 reviews) ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users find GetAccept exceedingly **easy to use** , efficiently streamlining contract processes and enhancing collaboration. - Users value the **exceptional customer support** from GetAccept, noting the team's professionalism and quick response. - Users value the **helpful customer support** of GetAccept, enhancing their experience and ensuring smooth communication. - Users find GetAccept to be **intuitive** , enhancing document management and significantly improving engagement throughout the sales process. - Users find GetAccept to be a **time-saving tool** that streamlines document processes efficiently and intuitively. **Cons:** - Users note a **lack of features and support** in templates and integrations, causing frustration during usage. - Users face **limited customization** in GetAccept, leading to frustrations with inflexible templates and complex processes. - Users find the **limited features** of GetAccept frustrating, especially regarding template flexibility and document design. - Users find **difficult editing** with limited template flexibility and challenges in managing unique deals and permissions. - Users experience **poor integration** with GetAccept, leading to troubleshooting challenges and error messages that complicate usage. #### What Are Recent G2 Reviews of GetAccept? **"[GetAccept Speeds Up Sales with Smart E-Signing, Tracking, and HubSpot Sync](https://www.g2.com/survey_responses/getaccept-review-12980646)"** **Rating:** 5.0/5.0 stars *— Frederik R.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12980646) --- **"[Easy and efficient document signing platform](https://www.g2.com/survey_responses/getaccept-review-12654643)"** **Rating:** 5.0/5.0 stars *— Niki .* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12654643) --- ### 3. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) 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 solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction. **Average Rating:** 4.0/5.0 **Total Reviews:** 246 **How Do G2 Users Rate Oracle CPQ?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle CPQ?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Enterprise, 32% Mid-Market #### What Are Oracle CPQ's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Time-saving (8 reviews) - Efficiency (7 reviews) - Sales Efficiency (7 reviews) - Integrations (6 reviews) **Cons:** - Complexity (5 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Initial Usage Difficulty (4 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Oracle CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users find Oracle CPQ **easy to use** , streamlining pricing and quoting while minimizing errors and enhancing efficiency. - Users appreciate the **time-saving efficiency** of Oracle CPQ, allowing for quicker deal closures and improved customer experience. - Users appreciate the **efficiency** of Oracle CPQ, streamlining quoting processes and enhancing accuracy and revenue growth. - Users value the **sales efficiency** of Oracle CPQ, facilitating faster deal closures and improving quote accuracy. - Users value the **seamless integrations** with CRM and ERP systems, enhancing efficiency and data accuracy throughout the quoting process. **Cons:** - Users find the **complexity of configuration** in Oracle CPQ challenging, requiring significant time and technical expertise. - Users often face **bug issues** that slow down Oracle CPQ and hinder its overall functionality. - Users find the **complex setup** of Oracle CPQ challenging, often requiring extensive time and technical skills to implement. - Users face **initial usage difficulty** with Oracle CPQ, requiring extensive time and expertise for setup and learning. - Users struggle with the **steep learning curve** of Oracle CPQ, making initial use and administration challenging. #### What Are Recent G2 Reviews of Oracle CPQ? **"[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)"** **Rating:** 5.0/5.0 stars *— Jeannie E.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12950580) --- **"[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)"** **Rating:** 5.0/5.0 stars *— Manisha Reddy K.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518) --- #### What Are G2 Users Discussing About Oracle CPQ? - [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm) - [What is Oracle CPQ cloud?](https://www.g2.com/discussions/what-is-oracle-cpq-cloud) ### 4. [DealHub](https://www.g2.com/products/dealhub/reviews) 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 revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze. **Average Rating:** 4.7/5.0 **Total Reviews:** 836 **How Do G2 Users Rate DealHub?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind DealHub?** - **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io) - **Company Website:** https://dealhub.io/ - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO (3,887 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (322 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Operations Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Mid-Market, 23% Small-Business #### What Are DealHub's Pros and Cons? **Pros:** - Customer Support (105 reviews) - Ease of Use (95 reviews) - Time-saving (87 reviews) - Efficiency (85 reviews) - Integrations (81 reviews) **Cons:** - Learning Curve (35 reviews) - Limited Customization (30 reviews) - Steep Learning Curve (23 reviews) - Missing Features (20 reviews) - Integration Issues (19 reviews) ### What Do G2 Reviewers Say About DealHub? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **exceptional customer support** of DealHub, highlighting quick assistance and dedicated account management. - Users value the **ease of use** of DealHub, enabling quick adoption and improved sales performance across teams. - Users value the **time-saving capabilities** of DealHub, enhancing efficiency in workflows and enabling quick proposal delivery. - Users benefit from the **efficiency** of DealHub, streamlining complex pricing setups and enabling quick proposal readiness. - Users commend the **seamless integrations** of DealHub, enhancing efficiency and supporting diverse operational needs. **Cons:** - Users find the **learning curve** of DealHub challenging, making navigation and integration management cumbersome at first. - Users find the **limited customization options** in DealHub restricting, requiring extra effort for advanced configurations. - Users face a **steep learning curve** with DealHub, making initial implementation and navigation quite challenging. - Users find the **missing self-service automation features** limiting, preferring more customization options for a smoother experience. - Users face **integration issues** that complicate setup and require frequent updates, impacting efficiency and user experience. #### What Are Recent G2 Reviews of DealHub? **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12805363) --- **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12780504) --- #### What Are G2 Users Discussing About DealHub? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments - [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments - [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub) ### 5. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,282 **How Do G2 Users Rate Responsive, formerly RFPIO?** - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Responsive, formerly RFPIO?** - **Seller:** [Responsive](https://www.g2.com/sellers/responsive) - **Company Website:** https://www.responsive.io/ - **Year Founded:** 2016 - **HQ Location:** Frisco, Texas - **Twitter:** @responsiveio (1,735 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/responsiveio (716 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Mid-Market, 39% Enterprise #### What Are Responsive, formerly RFPIO's Pros and Cons? **Pros:** - Ease of Use (340 reviews) - Features (227 reviews) - Efficiency (186 reviews) - Time-saving (160 reviews) - Team Collaboration (143 reviews) **Cons:** - Learning Curve (71 reviews) - Not Intuitive (60 reviews) - Missing Features (59 reviews) - Non-Intuitive Features (45 reviews) - Difficult Learning (44 reviews) ### What Do G2 Reviewers Say About Responsive, formerly RFPIO? *AI-generated summary from verified user reviews* **Pros:** - Users find Responsive.io's **ease of use** exceptional, making RFI management fast and efficient with seamless integration. - Users appreciate the **user-friendly global capabilities** and effective integration that streamline questionnaire responses and enhance productivity. - Users value the **efficiency** of RFPIO, enabling swift collaborations and streamlined responses across the organization. - Users value the **time-saving capabilities** of Responsive, enhancing efficiency in project management and content reuse. - Users value the **team collaboration** of Responsive, enabling efficient project management and seamless communication across their company. **Cons:** - Users mention a **steep learning curve** for advanced features, though support resources aid in overcoming this challenge. - Users find the **UI not intuitive** , making navigation challenging, especially for newcomers to the platform. - Users feel the lack of **missing features** like duplicate Q&A pair notifications and format support limits usability. - Users find the **non-intuitive features** of Responsive frustrating, particularly when searching for specific content or navigation. - Users find the **difficult learning** curve challenging initially, although support helps ease the transition to advanced features. #### What Are Recent G2 Reviews of Responsive, formerly RFPIO? **"[Major Time-Saver for Multilingual RFPs with a Smarter AI Assistant](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12891436)"** **Rating:** 5.0/5.0 stars *— Sofía A.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12891436) --- **"[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)"** **Rating:** 5.0/5.0 stars *— Horia Z.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920) --- #### What Are G2 Users Discussing About Responsive, formerly RFPIO? - [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### 6. [Loopio](https://www.g2.com/products/loopio/reviews) 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 streamlines manual and time-consuming processes through: Confident Answers: Our AI-powered library connects to preferred content sources, enabling teams to craft tailored responses, populate trustworthy answers, and ensure accuracy across every proposal. Effortless Projects: AI-driven automation helps teams seamlessly import and export complex document formats, track high-volume proposal pipelines, and respond to portal-based RFPs with ease. Seamless Collaboration: Our vast integrations break down departmental silos, allowing responders to engage with SMEs, centralize multi-stakeholder feedback, and deliver vetted content—all within an existing tech stack. Strategic Insights: Loopio transforms the response process into a data-driven operation by providing the visibility needed to monitor content health, identify winning trends, and measure business impact. At the heart of our enterprise RFP platform is Response Intelligence™, Loopio’s proprietary machine learning technology. It surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP response solution to use on the market. The proof is in the numbers. Loopio customers experience: ■ 51% more RFP responses completed ■ 42% in time savings ■ And 85% win more business Loopio’s RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. **Average Rating:** 4.6/5.0 **Total Reviews:** 803 **How Do G2 Users Rate Loopio?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Loopio?** - **Seller:** [Loopio Inc.](https://www.g2.com/sellers/loopio-inc) - **Company Website:** https://www.loopio.com - **Year Founded:** 2014 - **HQ Location:** Toronto - **Twitter:** @loopioinc (1,664 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5020707/ (298 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Bid Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 51% Mid-Market, 34% Enterprise #### What Are Loopio's Pros and Cons? **Pros:** - Ease of Use (235 reviews) - Efficiency (146 reviews) - Time-saving (143 reviews) - Features (121 reviews) - Intuitive (112 reviews) **Cons:** - Missing Features (48 reviews) - Limitations (41 reviews) - Formatting Issues (39 reviews) - Export Issues (35 reviews) - Limited Features (35 reviews) ### What Do G2 Reviewers Say About Loopio? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Loopio, enhancing team collaboration and streamlining RFP response processes. - Users appreciate Loopio for its **enhanced efficiency** , enjoying easy access to information and streamlined proposal management. - Users value Loopio for its **time-saving features** , including a user-friendly search engine and efficient content management. - Users value Loopio for its **user-friendly search engine** and efficient content management for proposals and collaboration. - Users find Loopio’s **intuitive interface** greatly enhances their efficiency and ease of collaboration in project management. **Cons:** - Users note the **missing features** in Loopio, particularly with word mapping and insufficient keyword viewing options. - Users face **search limitations** and difficulties with importing responses, affecting the overall efficiency of Loopio. - Users face notable **formatting issues** with Loopio, especially when exporting projects and reviewing completed questions. - Users find the **export issues** with Loopio frustrating, as it complicates their project workflows and document handling. - Users find the **limited features** of Loopio hinder functionality and usability, impacting overall user experience. #### What Are Recent G2 Reviews of Loopio? **"[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)"** **Rating:** 5.0/5.0 stars *— Amanda K.* [Read full review](https://www.g2.com/survey_responses/loopio-review-12035437) --- **"[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)"** **Rating:** 5.0/5.0 stars *— Rob W.* [Read full review](https://www.g2.com/survey_responses/loopio-review-8308614) --- #### What Are G2 Users Discussing About Loopio? - [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment - [What is Avnio RFx used for?](https://www.g2.com/discussions/what-is-avnio-rfx-used-for) - [What is Avnio Tables used for?](https://www.g2.com/discussions/what-is-avnio-tables-used-for) ### 7. [Conga Composer](https://www.g2.com/products/conga-composer/reviews) Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation. **Average Rating:** 4.4/5.0 **Total Reviews:** 834 **How Do G2 Users Rate Conga Composer?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Conga Composer?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Salesforce Administrator, Salesforce Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 28% Enterprise #### What Are Conga Composer's Pros and Cons? **Pros:** - Features (86 reviews) - Document Management (80 reviews) - Ease of Use (72 reviews) - Time-saving (53 reviews) - Integrations (52 reviews) **Cons:** - Learning Curve (48 reviews) - Steep Learning Curve (31 reviews) - Difficulty (26 reviews) - Time-Consuming (25 reviews) - Complex Setup (20 reviews) ### What Do G2 Reviewers Say About Conga Composer? *AI-generated summary from verified user reviews* **Pros:** - Users value the **powerful API** of Conga Composer for efficient bulk document generation and seamless integration capabilities. - Users appreciate the **efficient document generation** capabilities of Conga Composer, enhancing performance and customization for complex use cases. - Users appreciate the **ease of use** of Conga Composer, finding it simple to customize and configure templates. - Users value the **time-saving automation** of Conga Composer, streamlining document creation and delivery efficiently. - Users value the **seamless Salesforce integration** of Conga Composer, enhancing accuracy and efficiency in document creation. **Cons:** - Users experience a challenging **learning curve** with Conga Composer due to its complex setup and frequent issues. - Users find the **steep learning curve** of Conga Composer challenging, especially with complex setups and template understanding. - Users find the **initial setup challenging** , facing complexities and confusing documentation that hinder productivity. - Users find the **time-consuming setup** of Conga Composer challenging, especially with complex templates and large documents. - Users find the **complex setup** and ticketing system overwhelming, complicating issue resolution and hindering productivity. #### What Are Recent G2 Reviews of Conga Composer? **"[Efficient Salesforce Document Generation with Consistent, High-ROI Reporting](https://www.g2.com/survey_responses/conga-composer-review-12706846)"** **Rating:** 4.5/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846) --- **"[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)"** **Rating:** 4.0/5.0 stars *— Trupti J.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-9699157) --- #### What Are G2 Users Discussing About Conga Composer? - [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution) - [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do) ### 8. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. **Average Rating:** 4.6/5.0 **Total Reviews:** 559 **How Do G2 Users Rate DocSend?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind DocSend?** - **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox) - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @Dropbox (3,279,477 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/167251/ (4,149 employees on LinkedIn®) - **Ownership:** NASDAQ: DBX **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 76% Small-Business, 21% Mid-Market #### What Are DocSend's Pros and Cons? **Pros:** - Ease of Use (53 reviews) - Document Management (45 reviews) - Features (37 reviews) - Tracking Features (35 reviews) - Security (32 reviews) **Cons:** - Expensive (17 reviews) - App Functionality (10 reviews) - Lacking Features (10 reviews) - Limited Features (9 reviews) - Limitations (8 reviews) ### What Do G2 Reviewers Say About DocSend? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of DocSend, highlighting its straightforward setup and efficient document management. - Users value the **powerful and secure document sharing** capabilities of DocSend, enhancing their workflow and client engagement. - Users appreciate the **real-time analytics** of DocSend, providing valuable insights for effective follow-ups and document control. - Users appreciate the **real-time tracking features** of DocSend, allowing insights into document engagement and audience interest. - Users commend the **secure and reliable document sharing** of DocSend, which enhances control and professionalism in communications. **Cons:** - Users find DocSend to be **expensive** , especially for startups due to high pricing and limited capabilities. - Users are frustrated by the **poor connectivity and limited functionality** of DocSend, impacting their overall experience. - Users are frustrated by **lacking features** , particularly limitations on connectivity and high costs for essential upgrades. - Users find DocSend's **limited features** unworthy of the high cost, especially without a startup program. - Users face **limitations** with advanced features locked behind higher tiers, slow loading, and a less intuitive mobile experience. #### What Are Recent G2 Reviews of DocSend? **"[Easy Onboarding and User-Friendly E‑Signing That Streamlines Contracts](https://www.g2.com/survey_responses/docsend-review-12740184)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12740184) --- **"[Effortless Controlled Document Sharing with One Always-Up-to-Date Link](https://www.g2.com/survey_responses/docsend-review-12503276)"** **Rating:** 4.0/5.0 stars *— Vikram A.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12503276) --- #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### 9. [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) 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-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,647 **How Do G2 Users Rate Jotform Sign?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Jotform Sign?** - **Seller:** [Jotform](https://www.g2.com/sellers/jotform) - **Company Website:** https://www.jotform.com/ - **Year Founded:** 2006 - **HQ Location:** San Francisco, California - **Twitter:** @Jotform (39,289 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3541463/ (901 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Non-Profit Organization Management, Health, Wellness and Fitness - **Company Size:** 73% Small-Business, 16% Mid-Market #### What Are Jotform Sign's Pros and Cons? **Pros:** - Ease of Use (477 reviews) - Easy Setup (229 reviews) - Intuitive (175 reviews) - Simple (153 reviews) - Easy Creation (141 reviews) **Cons:** - Signature Issues (67 reviews) - Expensive (55 reviews) - Limited Customization (55 reviews) - Form Issues (48 reviews) - Missing Features (36 reviews) ### What Do G2 Reviewers Say About Jotform Sign? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Jotform Sign, enjoying its intuitive setup and customizable templates for efficient event management. - Users appreciate the **easy setup** of Jotform Sign, enabling a seamless start for efficient document management. - Users praise Jotform Sign for its **intuitive ease of use** , streamlining document handling and enhancing efficiency in workflows. - Users love the **simplicity and customizability** of Jotform Sign, making form creation easy and accessible for everyone. - Users laud the **easy creation** features of Jotform Sign, enhancing efficiency in form handling and document management. **Cons:** - Users find the **cost and submission limits** of Jotform Sign restrictive, especially when infrequent use is required. - Users find Jotform Sign's pricing **expensive** , questioning whether the cost justifies the features offered. - Users find **limited customization** options frustrating, especially regarding signature styles and overall branding flexibility. - Users express frustration over **form issues** like difficulties in document swapping and visibility of signatures. - Users find Jotform Sign lacking in **essential features** for complex workflows and options for broader usage. #### What Are Recent G2 Reviews of Jotform Sign? **"[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12825628) --- **"[User-Friendly PDF Signatures and Approval Workflows with Jotform Sign](https://www.g2.com/survey_responses/jotform-sign-review-12965629)"** **Rating:** 4.5/5.0 stars *— Chris K.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12965629) --- ### 10. [Qwilr](https://www.g2.com/products/qwilr/reviews) Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/ **Average Rating:** 4.6/5.0 **Total Reviews:** 894 **How Do G2 Users Rate Qwilr?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Qwilr?** - **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr) - **Company Website:** https://qwilr.com - **Year Founded:** 2014 - **HQ Location:** Redfern, New South Wales - **Twitter:** @Qwilr (2,506 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5173204/ (103 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small-Business, 16% Mid-Market #### What Are Qwilr's Pros and Cons? **Pros:** - Ease of Use (99 reviews) - Simple (53 reviews) - Customer Support (50 reviews) - Templates (50 reviews) - Easy Setup (49 reviews) **Cons:** - Limited Customization (26 reviews) - Difficult Editing (18 reviews) - Missing Features (18 reviews) - Integration Issues (17 reviews) - Limited Features (16 reviews) ### What Do G2 Reviewers Say About Qwilr? *AI-generated summary from verified user reviews* **Pros:** - Users find Qwilr's platform boasts a **user-friendly interface** that simplifies proposal creation and customization. - Users love the **user-friendly proposal builder** of Qwilr, making it easy to create professional and interactive documents. - Users praise the **responsive customer support** of Qwilr, which enhances their experience and facilitates easy assistance. - Users love the **visual templates** of Qwilr, enhancing their proposals with stunning, interactive designs effortlessly. - Users find **easy setup** with Qwilr enhances professionalism and enables the creation of stunning interactive proposals effortlessly. **Cons:** - Users struggle with **limited customization** , facing frustrations over formatting control and constrained features in Qwilr. - Users find the **difficult editing** experience frustrating due to limitations in text and drag-and-drop functionality. - Users note **missing features** like improved Salesforce syncing and better integration with Microsoft, impacting overall workflow. - Users experience **integration issues** with Qwilr, particularly with HubSpot and QuickBooks, leading to frustration. - Users express concerns over **limited formatting features** , wishing for more options to enhance customization and usability. #### What Are Recent G2 Reviews of Qwilr? **"[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)"** **Rating:** 4.5/5.0 stars *— Erik S.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-6913855) --- **"[Flexible Drag-and-Drop Proposals, Great HubSpot Integration, and Stellar Support](https://www.g2.com/survey_responses/qwilr-review-12950377)"** **Rating:** 5.0/5.0 stars *— Ryan P.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12950377) --- #### What Are G2 Users Discussing About Qwilr? - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ### 11. [Proposify](https://www.g2.com/products/proposify/reviews) Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,111 **How Do G2 Users Rate Proposify?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Proposify?** - **Seller:** [Proposify](https://www.g2.com/sellers/proposify) - **Company Website:** https://www.proposify.com/ - **Year Founded:** 2012 - **HQ Location:** Halifax - **Twitter:** @proposify (4,207 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2934548/ (78 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 14% Mid-Market #### What Are Proposify's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Templates (17 reviews) - Easy Creation (16 reviews) - Easy Setup (13 reviews) - Template Creation (13 reviews) **Cons:** - Limited Customization (14 reviews) - Difficult Editing (11 reviews) - Editing Difficulties (9 reviews) - Slow Performance (7 reviews) - Layout Issues (6 reviews) ### What Do G2 Reviewers Say About Proposify? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Proposify, finding it quick and efficient for sending proposals. - Users value the **large library of customizable templates** in Proposify, enabling efficient proposal creation and flexibility. - Users value the **easy creation** feature of Proposify, enhancing proposal development for teams and clients effectively. - Users enjoy the **easy setup** of Proposify, allowing for quick and efficient proposal sending with a professional touch. - Users appreciate the **template creation** feature, enabling quick, customizable proposals tailored to various services. **Cons:** - Users find **limited customization** options in Proposify, making editing proposals feel cumbersome and less tailored. - Users find **difficult editing** in Proposify, with challenges in alignment and WYSIWYG functionality affecting ease of use. - Users find the **editing difficulties** with Proposify's editor frustrating, impacting the overall proposal creation experience. - Users face **slow performance** with Proposify, experiencing lag and delays, which frustrates their overall use. - Users face **layout issues** with Proposify, complicating editing and alignment, particularly for pricing tables and multi-page content. #### What Are Recent G2 Reviews of Proposify? **"[Effortlessly Bridges Sales and Marketing](https://www.g2.com/survey_responses/proposify-review-12868681)"** **Rating:** 4.5/5.0 stars *— Maria A.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12868681) --- **"[Provides Reliable Accuracy in Generating Proposals and Quick Sending of Quotation Summary to Clients](https://www.g2.com/survey_responses/proposify-review-12957267)"** **Rating:** 5.0/5.0 stars *— Andre F.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12957267) --- #### What Are G2 Users Discussing About Proposify? - [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment ### 12. [Steerlab](https://www.g2.com/products/steerlab/reviews) Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security questionnaires. This solution caters to Proposal, PreSales, and Security teams, leveraging advanced automation and intelligent collaboration tools to significantly reduce response times, improve accuracy, and ultimately boost win rates. Steerlab addresses the complexities of responding to both structured Q&A documents and intricate narrative RFPs. Unlike conventional RFP tools that offer basic automation, Steerlab is engineered to facilitate the creation of high-quality, customized responses in various formats such as Excel, Word, or PDF. This versatility allows teams to maintain a professional and consistent tone while tailoring their responses to the specific context of each RFP. One of the standout features of Steerlab is its ability to automatically generate up to 90% of responses using pre-approved content. This capability not only accelerates the response process but also ensures that the quality of the answers remains high. The platform supports both straightforward Q&A formats and more elaborate narrative sections, such as executive summaries and solution descriptions, making it adaptable to a wide range of proposal requirements. Additionally, the self-updating content library organizes information by product, topic, and use case, ensuring that teams have access to the most relevant and current data without the need for manual upkeep. Steerlab also empowers teams to make informed decisions with its Go/No-Go agent, which evaluates the suitability of responding to an RFP based on various factors, including fit and internal capacity. The platform includes features for bias detection and gap analysis, allowing users to identify potential issues early in the process. Furthermore, deal pattern insights provide valuable analytics that help teams understand what strategies are effective across different industries and buyer types, enhancing future submissions. Collaboration is seamless with Steerlab, as it allows real-time interaction among internal and external teams. Users can assign tasks, leave comments, and track changes directly within familiar document formats, eliminating the need for cumbersome reformatting. The platform integrates smoothly with existing tools such as Notion, SharePoint, Google Drive, Salesforce, and Slack, ensuring that teams can work efficiently without switching between applications. Steerlab is designed with enterprise needs in mind, offering robust security and compliance with standards such as SOC 2 Type II, ISO 27001, and GDPR. It can be hosted in either the EU or US, depending on client preferences, and importantly, customer data is never utilized to train the AI models. Trusted by a range of B2B software companies, from startups to established enterprises, Steerlab is equipped to support organizations responding to varying volumes of RFPs, helping them focus on what truly matters: winning deals. **Average Rating:** 4.6/5.0 **Total Reviews:** 67 **How Do G2 Users Rate Steerlab?** - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Steerlab?** - **Seller:** [Steerlab](https://www.g2.com/sellers/steerlab) - **Company Website:** https://www.steerlab.ai - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/steerlab/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 68% Mid-Market, 23% Small-Business #### What Are Steerlab's Pros and Cons? **Pros:** - Efficiency (12 reviews) - Artificial Intelligence (10 reviews) - Ease of Use (9 reviews) - Process Efficiency (8 reviews) - RFP Management (7 reviews) **Cons:** - Inaccurate Responses (6 reviews) - Limited Features (6 reviews) - Missing Features (6 reviews) - Bug Issues (2 reviews) - Formatting Issues (2 reviews) ### What Do G2 Reviewers Say About Steerlab? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Steerlab's **efficiency in automating workflows** , significantly reducing time and effort for complex tasks. - Users value the **high-quality AI** of Steerlab, producing responses that closely match their own writing style. - Users appreciate the **ease of use** of Steerlab, allowing quick training and efficient document handling. - Users love the **process efficiency** of Steerlab, enjoying streamlined workflows and faster review cycles. - Users value the **efficiency of RFP management** with Steerlab, significantly improving their proposal processes and collaboration. **Cons:** - Users report **inaccurate responses** from Steerlab, necessitating double-checking, especially for compliance-heavy questions. - Users find the **limited features** of Steerlab hinder comprehensive workflows and insights, requiring manual efforts for summaries. - Users note a **lack of key features** , such as slide generation and advanced workflow triggers, affecting usability. - Users experience **bug issues** with Word exports and version history, affecting collaboration and template reliability. - Users find **formatting issues** challenging, impacting navigation and overall user experience with Steerlab. #### What Are Recent G2 Reviews of Steerlab? **"[Makes Travel & Event Requests Faster with Smart, Reusable Answers](https://www.g2.com/survey_responses/steerlab-review-13020655)"** **Rating:** 4.5/5.0 stars *— Verified User in Leisure, Travel & Tourism* [Read full review](https://www.g2.com/survey_responses/steerlab-review-13020655) --- **"[Saves Us Hours by Reusing Past Answers for Enterprise Staffing Questionnaires](https://www.g2.com/survey_responses/steerlab-review-13024090)"** **Rating:** 5.0/5.0 stars *— Verified User in Staffing and Recruiting* [Read full review](https://www.g2.com/survey_responses/steerlab-review-13024090) --- ### 13. [AutogenAI](https://www.g2.com/products/autogenai/reviews) 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 manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth. **Average Rating:** 4.3/5.0 **Total Reviews:** 154 **How Do G2 Users Rate AutogenAI?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind AutogenAI?** - **Seller:** [AutogenAI](https://www.g2.com/sellers/autogenai) - **Company Website:** https://autogenai.com/ - **Year Founded:** 2022 - **HQ Location:** New York, NY - **Twitter:** @AutogenAI (324 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/autogenai (171 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Bid Writer, Bid Manager - **Top Industries:** Construction, Facilities Services - **Company Size:** 48% Enterprise, 38% Mid-Market #### What Are AutogenAI's Pros and Cons? **Pros:** - Time-saving (56 reviews) - Efficiency (55 reviews) - Ease of Use (54 reviews) - Features (42 reviews) - Customer Support (38 reviews) **Cons:** - Learning Curve (18 reviews) - User Difficulty (15 reviews) - Not Intuitive (12 reviews) - Steep Learning Curve (11 reviews) - Learning Difficulty (10 reviews) ### What Do G2 Reviewers Say About AutogenAI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate how AutogenAI **saves time** and enhances efficiency, allowing focus on other important tasks. - Users value the **improved efficiency** of AutogenAI, which liberates time for essential priorities in tender processes. - Users find AutogenAI to be an **incredibly simple platform** that delivers powerful results effortlessly. - Users highlight the **versatile functionalities** of AutogenAI, enhancing bid responses and improving overall efficiency and quality. - Users commend the **outstanding customer support** of AutogenAI, highlighting responsive and knowledgeable advisors for effective assistance. **Cons:** - Users find the **learning curve challenging** , citing complexity and frustration in fully utilizing AutogenAI's features. - Users find the **user difficulty** of AutogenAI challenging due to complex navigation and mandatory source reloading. - Users find AutogenAI to be **not intuitive** , struggling with frequent changes and complex navigation through its numerous menus. - Users face a **steep learning curve** with AutogenAI, requiring time to maximize its features and capabilities effectively. - Users experience a **steep learning curve** with AutogenAI, requiring time to master its extensive features for optimal results. #### What Are Recent G2 Reviews of AutogenAI? **"[Comprehensive AgenticAI Capabilities - Usage provides for proficiency](https://www.g2.com/survey_responses/autogenai-review-12813236)"** **Rating:** 4.5/5.0 stars *— Tobias O.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12813236) --- **"[A Reliable Tool for Faster, Smarter Proposal Creation](https://www.g2.com/survey_responses/autogenai-review-12871483)"** **Rating:** 4.0/5.0 stars *— Divyam S.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12871483) --- ### 14. [fynk](https://www.g2.com/products/fynk/reviews) 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, manage, collaborate, and sign - all in one platform! **Average Rating:** 4.9/5.0 **Total Reviews:** 44 **How Do G2 Users Rate fynk?** - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind fynk?** - **Seller:** [fynk GmbH](https://www.g2.com/sellers/fynk-gmbh) - **Year Founded:** 2022 - **HQ Location:** Vienna - **LinkedIn® Page:** https://www.linkedin.com/company/fynkcom/ (32 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Head of Finance - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 76% Mid-Market, 17% Small-Business #### What Are fynk's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Contract Management (17 reviews) - Efficiency (15 reviews) - Automation (11 reviews) - Features (11 reviews) **Cons:** - Insufficient Analytics (6 reviews) - Limited Reporting (5 reviews) - Poor Reporting (5 reviews) - Content Management (4 reviews) - Dashboard Issues (4 reviews) ### What Do G2 Reviewers Say About fynk? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of fynk, finding it efficient for contract management and workflow improvements. - Users value the **comprehensive contract management** of Fynk, enhancing compliance and reducing legal risks significantly. - Users value the **efficiency** of fynk, streamlining contract management and enhancing overall workflow and productivity. - Users value the **automation** features of fynk, enabling efficient contract management and enhanced collaboration. - Users appreciate the **intelligent online forms and document automation** features of Fynk, enhancing client onboarding and satisfaction. **Cons:** - Users find **insufficient analytics** in Fynk, needing more depth for complex financial analysis and comparisons. - Users find **limited reporting** in Fynk's platform insufficient for advanced analytics and contract management needs. - Users find the **reporting capabilities lacking** , requiring manual data exports for detailed financial analysis and insights. - Users find the **native product analytics reporting insufficient** , lacking depth for advanced financial analysis and insights. - Users express frustration with **insufficient dashboard analytics** , limiting their ability to conduct detailed financial analyses. #### What Are Recent G2 Reviews of fynk? **"[All Contracts Under One Roof: Clear Visibility and Efficient Workflows](https://www.g2.com/survey_responses/fynk-review-12319840)"** **Rating:** 5.0/5.0 stars *— Abdul M.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12319840) --- **"[Critical Infrastructure for Scaling Our Fintech Product and Partner Ecosystem](https://www.g2.com/survey_responses/fynk-review-12167240)"** **Rating:** 5.0/5.0 stars *— Isaac S.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12167240) --- ### 15. [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) 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 sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate **Average Rating:** 4.3/5.0 **Total Reviews:** 165 **How Do G2 Users Rate Upland Qvidian?** - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.2/10 (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: 8.7/10) **Who Is the Company Behind Upland Qvidian?** - **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software) - **Company Website:** https://uplandsoftware.com/ - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** https://www.linkedin.com/company/3139095/ (814 employees on LinkedIn®) - **Ownership:** NASDAQ:UPLD **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 54% Enterprise, 34% Mid-Market #### What Are Upland Qvidian's Pros and Cons? **Pros:** - Ease of Use (58 reviews) - Document Management (32 reviews) - Content Library (29 reviews) - Features (27 reviews) - Content Management (26 reviews) **Cons:** - Limited Features (18 reviews) - Feature Usability (13 reviews) - Not Intuitive (9 reviews) - Difficult Learning (8 reviews) - Ineffective Search Functionality (8 reviews) ### What Do G2 Reviewers Say About Upland Qvidian? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Upland Qvidian, which streamlines content management and enhances collaboration. - Users find the **content management capabilities** of Upland Qvidian incredibly effective and supportive for their proposal processes. - Users find the **Content Library** highly effective, enhancing productivity and streamlining proposal management with ease. - Users appreciate the **quick and reliable access to proposal content** , enhancing their efficiency and workflow. - Users value the **effective content management** features of Upland Qvidian, enhancing their library's efficiency significantly. **Cons:** - Users find the **limited features** of Upland Qvidian hinder their ability to manage content efficiently and effectively. - Users find that **feature usability is lacking** , with suggestions for streamlining and improving the reporting process. - Users find Qvidian **not intuitive** , making it challenging to navigate and find solutions seamlessly. - Users find Qvidian's **difficult learning curve** frustrating, particularly with merge code management and document building processes. - Users find the **ineffective search functionality** in Qvidian challenging, making it hard to locate necessary solutions. #### What Are Recent G2 Reviews of Upland Qvidian? **"[Efficient Proposal Creation but Needs Enhanced Search](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953) --- **"[Outstanding Support from Upland Qvidian Specialists Makes Qvidian Easy to Master](https://www.g2.com/survey_responses/upland-qvidian-review-12512588)"** **Rating:** 5.0/5.0 stars *— Sono N.* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-12512588) --- #### What Are G2 Users Discussing About Upland Qvidian? - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do) - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio) - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software) - [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for) ### 16. [AutoRFP.ai](https://www.g2.com/products/autorfp-ai/reviews) AutoRFP.ai delivers AI-powered RFP automation that helps sales & bid teams win more deals with exceptional RFP responses in a fraction of the time. Unlike legacy systems that rely on outdated libraries, AutoRFP.ai harnesses the full power of AI to automatically generate comprehensive RFP responses in seconds. Our AI engine instantly: - Analyzes requirements - Searches your content - Drafts tailored responses using your company's unique terminology and tone. Key Differentiators: Immediate Time-to-Value: Generate complete draft responses for hundreds of requirements in seconds, not days. Superior Accuracy: Our AI engine provides transparent "Trust Scores" for each response, showing confidence levels based on your source content. Seamless Collaboration: Purpose-built workflows unite bid teams, subject matter experts, and reviewers with real-time progress tracking. Multi-Format Support: Easily handle Excel, Word, PDF, and online portal submissions through our powerful browser extension. No Library Maintenance: Eliminate time-consuming content reviews with our library-less approach that learns from each approved response. Intelligent Conflict Resolution: AI automatically resolves content conflicts based on recency and context, reducing manual review requirements. Customers report dramatically reduced response times (60% average time savings), increased bid participation rates (30% more RFPs completed), and improved win rates (10%+ uplift) after implementing AutoRFP.ai. AutoRFP.ai is SOC2 & ISO 27001 certified, placing security and privacy at our core. **Average Rating:** 4.8/5.0 **Total Reviews:** 60 **How Do G2 Users Rate AutoRFP.ai?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind AutoRFP.ai?** - **Seller:** [AutoRFP.ai](https://www.g2.com/sellers/autorfp-ai) - **Company Website:** https://autorfp.ai - **Year Founded:** 2022 - **HQ Location:** Brisbane, QLD - **LinkedIn® Page:** https://www.linkedin.com/company/auto-rfp/ (20 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Mid-Market, 23% Small-Business #### What Are AutoRFP.ai's Pros and Cons? **Pros:** - Time-saving (34 reviews) - RFP Management (25 reviews) - Team Collaboration (19 reviews) - Customer Support (16 reviews) - Efficiency (16 reviews) **Cons:** - Not Intuitive (5 reviews) - Poor Interface Design (4 reviews) - Feature Usability (3 reviews) - Navigation Difficulty (3 reviews) - Difficult Learning (2 reviews) ### What Do G2 Reviewers Say About AutoRFP.ai? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving benefits** of AutoRFP.ai, significantly reducing manual effort in the RFP process. - Users value the **time-saving efficiency** of AutoRFP.ai, which significantly reduces manual work in RFP processes. - Users highlight the **easy collaboration** with AutoRFP.ai, enhancing teamwork and streamlining RFP processes significantly. - Users commend the **fantastic customer support** at AutoRFP.ai, enhancing their overall experience and workflow efficiency. - Users commend the **efficiency** of AutoRFP.ai, significantly speeding up RFP responses and enhancing overall productivity. **Cons:** - Users find the **interface not intuitive** , especially when re-ordering information, affecting their overall experience. - Users note the **poor interface design** , despite it being easy to use, making some tasks confusing. - Users find the **feature usability lacking** , noting difficulties with intuitiveness and occasional plugin issues. - Users find the **navigation difficult** , struggling to locate projects and reorder information effectively within the interface. - Users find the **difficult learning** curve of AutoRFP.ai challenging, especially without prior training or guidance. #### What Are Recent G2 Reviews of AutoRFP.ai? **"[AutoRFP Turns Messy Excel Into Accurate Answers and Streamlines RFPs](https://www.g2.com/survey_responses/autorfp-ai-review-12917497)"** **Rating:** 5.0/5.0 stars *— David F.* [Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-12917497) --- **"[Efficient AI-Powered RFP Management](https://www.g2.com/survey_responses/autorfp-ai-review-12941382)"** **Rating:** 4.5/5.0 stars *— Jason M.* [Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-12941382) --- ### 17. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. **Average Rating:** 4.4/5.0 **Total Reviews:** 188 **How Do G2 Users Rate QuoteWerks?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind QuoteWerks?** - **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies) - **Company Website:** https://www.quotewerks.com - **Year Founded:** 1993 - **HQ Location:** Orlando, FL - **Twitter:** @QuoteWerks (1,133 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (48 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** President, Owner - **Top Industries:** Information Technology and Services, Computer Networking - **Company Size:** 72% Small-Business, 20% Mid-Market #### What Are QuoteWerks's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Efficiency (10 reviews) - Templates (9 reviews) - Efficiency Improvement (8 reviews) - Integrations (8 reviews) **Cons:** - Poor Interface Design (4 reviews) - Complex Setup (3 reviews) - Dated Interface (2 reviews) - Expensive (2 reviews) - Billing Issues (1 reviews) ### What Do G2 Reviewers Say About QuoteWerks? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of QuoteWerks, enabling quick and seamless quote generation and management. - Users appreciate the **efficiency** of QuoteWerks, simplifying quote creation and enhancing overall workflow seamlessly. - Users value the **customizable templates** in QuoteWerks, enabling quick creation of professional, branded quotes effortlessly. - Users highlight the **efficiency improvement** of QuoteWerks, praising its streamlined workflow and quick quote generation capabilities. - Users value the **seamless integrations** of QuoteWerks, enhancing workflow by connecting with various CRM and accounting systems. **Cons:** - Users find the **interface design outdated** , which complicates navigation and affects overall user experience. - Users often face **complex setup** processes that can be time-consuming, impacting initial deployment and integration efficiency. - Users feel the **dated interface** affects navigation and setup, noting a need for a more modern design. - Users feel the product is **expensive** and noted that initial deployment can take longer than anticipated. - Users face **billing issues** with QuoteWerks, particularly regarding pricing competitiveness and the time-consuming deployment process. #### What Are Recent G2 Reviews of QuoteWerks? **"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"** **Rating:** 4.5/5.0 stars *— Yolanda J.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508) --- **"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"** **Rating:** 5.0/5.0 stars *— Rachel N.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369) --- #### What Are G2 Users Discussing About QuoteWerks? - [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for) ### 18. [Minoa](https://www.g2.com/products/minoa/reviews) Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and track promised vs. realized outcomes from discovery through renewal. Revenue teams at Snowflake, Vanta, Pendo and others use Minoa to standardize value selling, scale business cases across more deals, and defend renewals with measurable impact. **Average Rating:** 5.0/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Minoa?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Minoa?** - **Seller:** [Minoa](https://www.g2.com/sellers/minoa) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** https://www.linkedin.com/company/getminoa/about/ (17 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 79% Mid-Market, 13% Small-Business #### What Are Minoa's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Time-saving (5 reviews) - Efficiency (4 reviews) - Sales Efficiency (4 reviews) - Solutions (4 reviews) ### What Do G2 Reviewers Say About Minoa? *AI-generated summary from verified user reviews* **Pros:** - Users find Minoa's **ease of use** remarkable, leading to improved adoption and efficient ROI calculations. - Users value Minoa for its ability to create business cases **quickly and efficiently** , enhancing overall productivity. - Users find Minoa to enhance **efficiency** , significantly speeding up ROI calculations and business case creation processes. - Users commend Minoa for its **sales efficiency** , significantly enhancing value selling across their organizations. - Users find Minoa a **gamechanger for building business cases** , enabling faster, more effective value selling in deals. #### What Are Recent G2 Reviews of Minoa? **"[Empowering my Mid-Market AEs to create more business cases and win more deals - thanks to Minoa](https://www.g2.com/survey_responses/minoa-review-10521315)"** **Rating:** 5.0/5.0 stars *— Richard U.* [Read full review](https://www.g2.com/survey_responses/minoa-review-10521315) --- **"[Minoa helped me scale beyond our small value team](https://www.g2.com/survey_responses/minoa-review-10568753)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/minoa-review-10568753) --- ### 19. [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you. **Average Rating:** 4.9/5.0 **Total Reviews:** 65 **How Do G2 Users Rate Iris?** - **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:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Iris?** - **Seller:** [heyiris.ai](https://www.g2.com/sellers/heyiris-ai) - **Company Website:** https://www.heyiris.ai - **Year Founded:** 2023 - **HQ Location:** Brooklyn / Chicago, US - **LinkedIn® Page:** https://www.linkedin.com/company/heyiris (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Financial Services - **Company Size:** 45% Mid-Market, 29% Small-Business #### What Are Iris's Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Time-saving (36 reviews) - RFP Management (30 reviews) - Efficiency (27 reviews) - Customer Support (25 reviews) **Cons:** - Lack of Features (5 reviews) - Inaccurate Responses (4 reviews) - Missing Features (4 reviews) - Bug Issues (3 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About Iris? *AI-generated summary from verified user reviews* **Pros:** - Users commend Iris for its **ease of use** , requiring minimal training and streamlining the proposal process efficiently. - Users benefit from the **time-saving capabilities** of Iris, streamlining RFP responses and enhancing productivity significantly. - Users appreciate the **simplicity and efficiency** of Iris in managing RFP responses, saving valuable time and effort. - Users value Iris for its **exceptional efficiency** , dramatically reducing time on security questionnaires and improving response speed. - Users commend the **exceptional customer support** of Iris, highlighting proactive assistance throughout the implementation and usage. **Cons:** - Users dislike the **lack of features** in Iris, particularly its limited ability to generate answers and manage projects. - Users encounter **inaccurate responses** from Iris, often struggling with incomplete or outdated information affecting trustworthiness. - Users find the **lack of self-generated answers** frustrating, limiting Iris's capability to provide complete responses. - Users experience **minor bug issues** that arise frequently due to ongoing changes in the Iris platform. - Users face **integration issues** with Iris, notably the lack of certain necessary integrations for seamless functionality. #### What Are Recent G2 Reviews of Iris? **"[Streamlined RFP Collaboration with Iris](https://www.g2.com/survey_responses/iris-review-12696929)"** **Rating:** 5.0/5.0 stars *— Dylan S.* [Read full review](https://www.g2.com/survey_responses/iris-review-12696929) --- **"[Effortless Security Questionnaire Solution](https://www.g2.com/survey_responses/iris-review-10783543)"** **Rating:** 5.0/5.0 stars *— Casandra W.* [Read full review](https://www.g2.com/survey_responses/iris-review-10783543) --- ### 20. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase **Average Rating:** 4.7/5.0 **Total Reviews:** 454 **How Do G2 Users Rate RELAYTO AI?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind RELAYTO AI?** - **Seller:** [Relayto](https://www.g2.com/sellers/relayto) - **Year Founded:** 2023 - **HQ Location:** San Francisco , California - **Twitter:** @relayter (2,206 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/relayto/ (46 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Student, Executive Assistant - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small-Business, 24% Mid-Market #### What Are RELAYTO AI's Pros and Cons? **Pros:** - Ease of Use (118 reviews) - Features (70 reviews) - User Interface (64 reviews) - Quality (63 reviews) - Easy Creation (61 reviews) **Cons:** - Learning Curve (58 reviews) - Learning Difficulty (50 reviews) - Steep Learning Curve (42 reviews) - Initial Difficulty (34 reviews) - Initial Usage Difficulty (18 reviews) ### What Do G2 Reviewers Say About RELAYTO AI? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of RELAYTO AI, enabling anyone to create engaging content without coding skills. - Users appreciate the **intuitive interface and time-saving features** of RELAYTO AI, enhancing document customization effortlessly. - Users praise RELAYTO AI's **user-friendly interface** , making document creation and customization simple and efficient. - Users praise the **high quality and creativity** of RELAYTO, enabling modern and engaging content creation effortlessly. - Users find RELAYTO AI provides **easy creation** of dynamic content, enhancing productivity while reducing learning curves for teams. **Cons:** - Users experience a **challenging learning curve** initially when navigating Relayto's complex and feature-rich interface. - Users find a **learning difficulty** with Relayto AI, especially when trying to navigate its features initially. - Users experience a **steep learning curve** initially, but adapt quickly to the platform's rich features over time. - Users find the **initial difficulty** in navigating Relayto AI can hinder their onboarding experience and learning process. - New users may experience a **learning curve** with Relayto AI, though it becomes easier with support and practice. #### What Are Recent G2 Reviews of RELAYTO AI? **"[Transforming Static Content into Engaging Experiences](https://www.g2.com/survey_responses/relayto-ai-review-12963519)"** **Rating:** 4.5/5.0 stars *— Connor D.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12963519) --- **"[RELAYTO AI Makes Interactive, Polished Presentations Quick and Easy](https://www.g2.com/survey_responses/relayto-ai-review-12935383)"** **Rating:** 4.5/5.0 stars *— Cooper L.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12935383) --- #### What Are G2 Users Discussing About RELAYTO AI? - [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks) - [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments - [What is RELAYTO?](https://www.g2.com/discussions/what-is-relayto) - 1 comment ### 21. [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews) Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 95 **How Do G2 Users Rate Epicor CPQ?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Epicor CPQ?** - **Seller:** [Epicor](https://www.g2.com/sellers/epicor) - **Year Founded:** 1972 - **HQ Location:** Austin, TX - **Twitter:** @Epicor (9,286 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4617/ (6,204 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Pharmaceuticals - **Company Size:** 60% Mid-Market, 40% Enterprise #### What Are Epicor CPQ's Pros and Cons? **Pros:** - Customization (2 reviews) - Ease of Use (2 reviews) - Intuitive (1 reviews) - Simple (1 reviews) - Templates (1 reviews) **Cons:** - Slow Performance (2 reviews) - Bug Issues (1 reviews) - Complex Implementation (1 reviews) - Complexity (1 reviews) - Complex Setup (1 reviews) ### What Do G2 Reviewers Say About Epicor CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** in Epicor CPQ, enabling tailored configurations for various products with ease. - Users appreciate the **ease of use** of Epicor CPQ, facilitating quick updates and a seamless quoting process. - Users value the **intuitive design** of Epicor CPQ, making product and service sales seamless and efficient. - Users value the **simplicity and compatibility** of Epicor CPQ for seamless selling of products and services. - Users find the **template flexibility** in Epicor CPQ beneficial for configuring various products effortlessly. **Cons:** - Users face **slow performance** with Epicor CPQ, experiencing glitches and freezing screens during extensive use. - Users find the **bug issues** in Epicor CPQ frustrating, as glitches and freezing screens hinder usability. - Users find the **complex implementation** of Epicor CPQ requires a specialist for effective configurator adjustments. - Users find the **complexity** of Epicor CPQ requires specialist intervention for configurator adjustments, hindering ease of use. - Users find the setup **complex** , often requiring a specialist to adjust the configurator effectively. #### What Are Recent G2 Reviews of Epicor CPQ? **"[Flexible soltution with a lot of possibilities](https://www.g2.com/survey_responses/epicor-cpq-review-9824766)"** **Rating:** 4.0/5.0 stars *— Edwin N.* [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-9824766) --- **"[Post launch sucess](https://www.g2.com/survey_responses/epicor-cpq-review-11140416)"** **Rating:** 5.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-11140416) --- #### What Are G2 Users Discussing About Epicor CPQ? - [What are the benefits and drawbacks of using Epicor CPQ for configure-price-quote processes?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-epicor-cpq-for-configure-price-quote-processes) - [What is Epicor CPQ used for?](https://www.g2.com/discussions/what-is-epicor-cpq-used-for) ### 22. [Inventive.AI](https://www.g2.com/products/inventive-ai/reviews) 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 response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo **Average Rating:** 4.9/5.0 **Total Reviews:** 53 **How Do G2 Users Rate Inventive.AI?** - **Ease of Use:** 9.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Inventive.AI?** - **Seller:** [Inventive](https://www.g2.com/sellers/inventive) - **Company Website:** https://www.inventive.ai - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/inventive-ai/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 49% Small-Business, 29% Mid-Market #### What Are Inventive.AI's Pros and Cons? **Pros:** - Ease of Use (59 reviews) - Efficiency (52 reviews) - Time-saving (33 reviews) - Consistency in Responses (30 reviews) - Intuitive (29 reviews) **Cons:** - Insufficient Analytics (23 reviews) - Poor Reporting (19 reviews) - Lack of Clarity (8 reviews) - Missing Features (5 reviews) - Access Management (4 reviews) ### What Do G2 Reviewers Say About Inventive.AI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Inventive.AI, finding it simplifies complex tasks and speeds up responses. - Users highlight the **time-saving efficiency** of Inventive.AI, significantly enhancing productivity and response quality. - Users value the **time-saving capabilities** of Inventive.AI, significantly enhancing team efficiency and response quality. - Users value the **consistency in messaging** offered by Inventive.AI, enhancing clarity and improving overall win rates. - Users find the **intuitive user experience** of Inventive.AI enhances efficiency and simplifies their workflow. **Cons:** - Users find the **analytics insufficient** , lacking depth for strategic planning and comprehensive insights into productivity trends. - Users find the **poor reporting** options limiting, wishing for better customization and visual representations of data. - Users feel a significant **lack of clarity** in content performance, hindering improvements and effective content management. - Users feel the **missing features** include better access control, notification filters, and enhanced onboarding for new users. - Users desire more control in **access management** , particularly for role permissions and notification settings. #### What Are Recent G2 Reviews of Inventive.AI? **"[Fast, Accurate RFP Responses with Traceable Staffing Metrics](https://www.g2.com/survey_responses/inventive-ai-review-12986299)"** **Rating:** 5.0/5.0 stars *— Sílvia C.* [Read full review](https://www.g2.com/survey_responses/inventive-ai-review-12986299) --- **"[Inventive AI Saved Me Weekends on Security Questionnaires](https://www.g2.com/survey_responses/inventive-ai-review-12978450)"** **Rating:** 4.5/5.0 stars *— Carlos B.* [Read full review](https://www.g2.com/survey_responses/inventive-ai-review-12978450) --- ### 23. [Oneflow](https://www.g2.com/products/oneflow/reviews) Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control. **Average Rating:** 4.4/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Oneflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Oneflow?** - **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow) - **Year Founded:** 2012 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @oneflowcom (261 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3504313/ (157 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Konsultchef - **Top Industries:** Staffing and Recruiting, Computer Software - **Company Size:** 44% Small-Business, 43% Mid-Market #### What Are Oneflow's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Intuitive (14 reviews) - Efficiency (12 reviews) - Contract Management (8 reviews) - Customer Support (8 reviews) **Cons:** - Missing Features (12 reviews) - Document Management (5 reviews) - Limited Customization (5 reviews) - Expensive (4 reviews) - Feature Usability (4 reviews) ### What Do G2 Reviewers Say About Oneflow? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Oneflow, enjoying simplified contract management and seamless integration. - Users appreciate the **intuitive interface** of Oneflow, noting its ease of use for all team members. - Users find Oneflow to be an **efficient tool** that simplifies contract management and enhances workflow organization. - Users value the **simplified contract management** of Oneflow, enhancing workflow and organization through user-friendly templates and edits. - Users commend the **fast and accurate customer support** from Oneflow, enhancing their overall experience significantly. **Cons:** - Users note the **missing features** in Oneflow, particularly in customization and integration capabilities with other tools. - Users find the **document management cumbersome** due to limited inline commenting and manual processes in contract handling. - Users desire more **customization options** in Oneflow to improve flexibility and streamline workflows. - Users find Oneflow **quite expensive** and feel that not all promised functionalities are included in the initial license. - Users find the **feature usability lacking** compared to competitors, with some functionalities being cumbersome and not user-friendly. #### What Are Recent G2 Reviews of Oneflow? **"[Smooth, modern contract workflows that make collaboration easy](https://www.g2.com/survey_responses/oneflow-review-11224592)"** **Rating:** 4.5/5.0 stars *— Magdalena Z.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592) --- **"[Useful Renewal Reminders That Keep Us on Track](https://www.g2.com/survey_responses/oneflow-review-12858184)"** **Rating:** 4.0/5.0 stars *— Lee-Anne L.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184) --- #### What Are G2 Users Discussing About Oneflow? - [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment ### 24. [Cacheflow](https://www.g2.com/products/cacheflow/reviews) Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Cacheflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Cacheflow?** - **Seller:** [Cacheflow](https://www.g2.com/sellers/cacheflow) - **Year Founded:** 2021 - **HQ Location:** Los Altos, CA - **Twitter:** @getcacheflow (88 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getcacheflow (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 78% Mid-Market, 22% Small-Business #### What Are Cacheflow's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - Easy Setup (10 reviews) - Customer Support (8 reviews) - Features (8 reviews) - Integrations (8 reviews) **Cons:** - Missing Features (9 reviews) - Limited Features (5 reviews) - Access Limitations (4 reviews) - Difficult Customization (3 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About Cacheflow? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Cacheflow, making quote creation and management seamlessly efficient. - Users find the **easy setup** of Cacheflow enhances efficiency and simplifies their accounting processes significantly. - Users commend the **quick and efficient customer support** from Cacheflow, enhancing their overall experience and onboarding. - Users value the **tracking features** of Cacheflow, enhancing follow-up strategies and collaboration with leadership and clients. - Users appreciate the **seamless integrations** with CRM tools like Hubspot, simplifying quote preparation and tracking. **Cons:** - Users find the **missing features** in Cacheflow limiting, such as lack of contract revenue overview and auto payment adjustments. - Users find the **limited features** of Cacheflow hinder comprehensive management, especially regarding reporting and dashboard capabilities. - Users face **access limitations** with frequent logouts and restricted support hours, impacting their overall experience with Cacheflow. - Users feel that **difficult customization** limits flexibility in proposals, affecting their overall experience with Cacheflow. - Users face **integration issues** with Cacheflow, experiencing difficulties with Hubspot and payment processing in general. #### What Are Recent G2 Reviews of Cacheflow? **"[Clear Contract Visibility and Seamless Billing in One Platform](https://www.g2.com/survey_responses/cacheflow-review-12602018)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/cacheflow-review-12602018) --- **"[Simplifying the closing process](https://www.g2.com/survey_responses/cacheflow-review-9912551)"** **Rating:** 5.0/5.0 stars *— Christopher B.* [Read full review](https://www.g2.com/survey_responses/cacheflow-review-9912551) --- ### 25. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 **How Do G2 Users Rate Nintex?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Nintex?** - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** https://www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,192 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Enterprise, 40% Mid-Market #### What Are Nintex's Pros and Cons? **Pros:** - Ease of Use (37 reviews) - Workflow Management (19 reviews) - Automation (18 reviews) - Easy Setup (17 reviews) - Versatility (16 reviews) **Cons:** - Limited Features (17 reviews) - Learning Curve (13 reviews) - Complexity (9 reviews) - Expensive (9 reviews) - Limited Customization (9 reviews) ### What Do G2 Reviewers Say About Nintex? *AI-generated summary from verified user reviews* **Pros:** - Users find Nintex to be **extremely user-friendly** , enabling quick adjustments and efficient management of request forms. - Users find Nintex's **workflow management intuitive and flexible** , streamlining processes and enhancing communication effectively. - Users value the **automation capabilities** of Nintex, which significantly streamline workflows and enhance overall efficiency. - Users find Nintex's **easy setup** remarkable, enabling even non-technical staff to create workflows effortlessly. - Users commend Nintex for its **versatility** , enabling seamless integration and efficient workflow automation across various platforms. **Cons:** - Users find Nintex has **limited features** for complex workflows, leading to challenges in automation and integration. - Users face a **steep learning curve** with Nintex, making it challenging to fully utilize its extensive features. - Users find the **complexity** of Nintex challenging, especially with unclear navigation and a steep learning curve. - Users find Nintex to be **expensive** , particularly for those who do not require extensive features or support. - Users find **limited customization options** challenging, often needing developer assistance for advanced features and integrations. #### What Are Recent G2 Reviews of Nintex? **"[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) --- **"[Boosts Productivity with No-Code Automation](https://www.g2.com/survey_responses/nintex-review-12454818)"** **Rating:** 4.0/5.0 stars *— Valerie D.* [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) --- #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) - [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment - [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for) ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## How Do You Choose the Right Proposal Software? ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.