Top Tools at a Glance
Best for Fast, template-driven proposals | User Review "Effortless E-Signing and Document Sharing with Pandadoc"  KH Kat H. Mid-Market (51-1000 emp.) | ||
Best for All-in-one proposal + CPQ automation | User Review "Automates Sales with Easy Integrations" KG Kaif G.
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 Sponsored You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings. Tresorit | Product Description This description is provided by the seller. Tresorit is an end-to-end encrypted, zero-knowledge content collaboration platform that enables security-conscious companies to manage, sync, sign, and share their files safely. Unlike other public... | Visit company website | |
Best for Interactive, web-style proposals | User Review "Effortless Drag and Drop Makes Workflow a Breeze"  C Verified User Small-Business (50 or fewer emp.) | ||
Best for High-volume RFP and questionnaire responses | User Review "Essential Collaboration Tool for Streamlined Responses" U Verified User Mid-Market (51-1000 emp.) | ||
Best for Centralized RFP content management | User Review "very useful" A Verified User Enterprise (> 1000 emp.) | ||
Best for Services proposals with recurring pricing | User Review "Effortless Proposals and Agreements with Smart Pricing Features" A Verified User Small-Business (50 or fewer emp.) | ||
Best for Team-scaled proposal consistency | User Review "Excellent Data Security and Compliance Focus" PK Pramod K. Mid-Market (51-1000 emp.) | ||
Best for Proposal delivery with sales engagement | User Review "Excellent Tool for Music Admissions Teams" A Verified User Mid-Market (51-1000 emp.) | ||
Best for Complex configuration and pricing proposals | User Review "Streamlined Quoting with Powerful Automation - OCPQ" HT Harish T. Enterprise (> 1000 emp.) | ||
Best for Proposal-to-billing automation for service firms | User Review "Transforms Client Engagements with Ease" DV Danielle V.
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All-in-one proposal + CPQ automation
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You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
This description is provided by the seller.
Tresorit is an end-to-end encrypted, zero-knowledge content collaboration platform that enables security-conscious companies to manage, sync, sign, and share their files safely. Unlike other public...
High-volume RFP and questionnaire responses
Complex configuration and pricing proposals
Buyer's Guide: Proposal
All Proposal Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find RELAYTO's interface intuitive and easy to use, streamlining the creation of interactive documents effortlessly.
Users love how RELAYTO offers seamless integration of AI and visuals, enhancing document presentation for modern needs.
Users appreciate the high quality and user-friendly features of RELAYTO, enhancing their document customization and workflow efficiency.
Users find the learning curve challenging, but with practice and support, mastering RELAYTO becomes worthwhile.
Users find the learning difficulty of RELAYTO challenging initially, yet support aids in overcoming the hurdle effectively.
Users find the steep learning curve of RELAYTO challenging initially, but it becomes manageable with practice and support.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the customization options of Epicor CPQ, enabling tailored configurations and compatibility for diverse products.
Users appreciate the ease of use of Epicor CPQ, facilitating quick updates and seamless order processing.
Users highlight the intuitive interface of Epicor CPQ, making it easy to sell products and services effectively.
Users note that the slow performance of Epicor CPQ can lead to glitches and screen freezes during heavy use.
Users often face bug issues with Epicor CPQ, including glitches and screen freezes during heavy use.
Users find the complex implementation of Epicor CPQ requires specialists, complicating configuration changes significantly.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Oneflow's interface easy to use, simplifying contract management and enhancing the HR team's efficiency.
Users appreciate the intuitive design of Oneflow, finding it easy to adapt and manage documents effectively.
Users find Oneflow to provide exceptional efficiency, streamlining document management and enhancing collaborative workflows.
Users find the missing features of Oneflow, particularly in document tracking and integrations, limiting their experience.
Users report challenges with document management integration and face difficulties in handling multiple contracts efficiently.
Users find missing signature options and limited functionality in Oneflow, impacting efficiency and leading to reliance on alternatives.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the significant time savings offered by AutoRFP.ai, enabling efficient navigation and quick response generation.
Users value the time-saving efficiency of AutoRFP.ai, significantly reducing manual workload and enhancing RFP management.
Users value the effective team collaboration features of AutoRFP.ai, enhancing workflows and reducing time spent on RFPs.
Users find the platform not intuitive, often struggling with navigation and clarity of features.
Users mention the poor interface design of AutoRFP.ai, though it does not significantly hinder usability.
Users find the feature usability lacking, as the platform is not intuitive and requires more guidance.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the intuitive and clean interface of Nintex, making it easy to create and manage workflows.
Users find the intuitive drag-and-drop interface of Nintex Workflow Management easy for creating and integrating workflows.
Users appreciate the intuitive automation features of Nintex, making process management and workflow creation seamless and efficient.
Users note the limited features of Nintex, especially compared to more powerful alternatives like Microsoft Power Apps.
Users experience a steep learning curve with Nintex, making it challenging for non-expert users to fully utilize.
Users find limited customization options in Nintex, often needing developer assistance for specific requirements.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Conga CLM to be extremely easy to use, facilitating efficient contract management and negotiations.
Users value the efficiency of Conga CLM, benefiting from streamlined contract management and improved processing speed.
Users appreciate the comprehensive and adaptable features of Conga CLM, enhancing contract management processes effectively.
Users often face a steep learning curve with Conga CLM, finding its extensive features initially overwhelming and complex.
Users face a steep learning curve with Conga CLM, often finding the setup and features overwhelming.
Users find the time-consuming processes in Conga CLM frustrating, especially during document generation and configuration.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value Vendavo for its effective pricing optimization, especially leveraging analytics for enhanced margin management.
Users commend Vendavo for its strong customer support and robust analytics capabilities, enhancing pricing strategies effectively.
Users find Vendavo’s ease of use improves significantly after initial learning, streamlining pricing and approval processes.
Users struggle with the complexity of Vendavo, citing a cluttered UI and a steep learning curve.
Users find the difficult customization process challenging, often leading to high consultancy costs and time-consuming implementation.
Users face a difficult learning process with Vendavo, requiring extensive training and ongoing assistance to navigate effectively.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the flexibility and customizability of ConnectWise CPQ, enhancing their quoting efficiency and automation.
Users appreciate the responsive customer support of ConnectWise CPQ, enhancing their overall experience and reliability.
Users love the flexibility and customizability of ConnectWise CPQ, enhancing their quoting process with ease.
Users find the difficult editing in ConnectWise CPQ frustrating, hindering efficient document formatting and modifications.
Users experience numerous bug issues with ConnectWise CPQ, leading to frustration and inefficiencies in their workflow.
Users find the setup process complex and overwhelming, often recommending consulting expertise for better navigation.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find QuoteWerks to be extremely easy to use, significantly speeding up the quoting process and enhancing efficiency.
Users love the professional templates of QuoteWerks, which streamline the quoting process and save significant time.
Users value the time-saving capabilities of QuoteWerks, drastically reducing quote preparation from hours to mere minutes.
Users often face a complex setup process that can be time-consuming and challenging to navigate initially.
Users find the interface design poor, noting it feels outdated and hampers navigation and setup efficiency.
Users feel the interface is dated, impacting navigation and overall user experience despite some appreciating its familiarity.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of RocketDocs, enhancing efficiency with user-friendly content management and AI assistance.
Users value the powerful Document Management features of RocketDocs, enhancing information storage and retrieval effortlessly.
Users enjoy the powerful content management features of RocketDocs, which simplify information storage and retrieval.
Users find the learning curve steep, struggling with AI features and cumbersome updates for new system functions.
Users report a difficult learning curve with RocketDocs, particularly in navigating its comprehensive features and updates.
Users find the inefficient search functionality of RocketDocs frustrating, complicating document retrieval and navigation.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the insights and ease of use with ClientPoint, which simplifies managing complex sales processes.
Users appreciate the ease of client management, effectively tracking and organizing shared documents throughout the sales process.
Users love the ease of use and tracking capabilities of ClientPoint for managing complex sales processes.
Users experience significant performance issues with slow loading times for pages and document uploads.
Users experience slow saving issues with ClientPoint, leading to frustrating delays during document uploads.
Users experience slow loading times with ClientPoint, facing delays when uploading documents and saving changes.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the intuitive functionality of QorusDocs, making document creation effortless for all experience levels.
Users love the excellent document management capabilities of QorusDocs, enabling seamless collaboration and integration with O365.
Users commend the responsive customer support from QorusDocs, enhancing collaboration and improving internal processes effectively.
Users find the limited features of QorusDocs restrict their ability to track and manage pursuits effectively.
Users find the relationship with SharePoint libraries complex, experiencing difficulties that affect overall usability.
Users find QorusDocs requires considerable time and effort, emphasizing the difficult learning curve for effective usage.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the ease of use of Ideagen Please Review, praising its seamless implementation and functionality for collaboration.
Users value the collaboration features of Ideagen Please Review, enhancing teamwork and task management effectively.
Users value the effective team collaboration features of Ideagen Please Review, enhancing task management and communication.
Users find Ideagen Please Review's complexity a significant difficult hurdle, requiring extensive training for effective use.
Users report performance issues with Ideagen due to slow response times, especially during heavy traffic and large document handling.
Users feel the need for a more modern and user-friendly interface to enhance their overall experience with Ideagen Please Review.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Talewind's software to be exceptionally easy to use, significantly enhancing their proposal creation experience.
Users praise Talewind for its outstanding customer support, highlighting responsiveness and effective solutions to their needs.
Users love the easy creation of proposals with Talewind, enhancing efficiency and improving the buyer experience.
Users find the complexity of Talewind's editing and approval process to hinder efficiency and usability.
Users find the editing difficulties in Talewind cumbersome, especially when making small changes or using e-Sign features.
Users desire missing features like auto-save and AI assistance, which hinder the proposal creation process.
