Best Proposal Software for Small Business

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 298

Category Stats (Aug 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: August 04, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,700+ Authentic Reviews
  • 298+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Proposal Software

G2 Grid® for Proposal Software plotting products by satisfaction and market presence

Highlighted products: PandaDoc, Anchor, Qwilr, Ignition, GetAccept, HoneyBook, RELAYTO AI, and Jotform Sign.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=anchor-anchor&focus%5B%5D=qwilr&focus%5B%5D=ignition&focus%5B%5D=getaccept&focus%5B%5D=honeybook&focus%5B%5D=relayto-ai&focus%5B%5D=jotform-sign&segment=small-business)

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altaFlow

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

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PandaDoc

PandaDoc is an all-in-one document management platform trusted by 68,000+ 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: 3,519

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: 8.8/10)

Who Is the Company Behind PandaDoc?

  • Seller: PandaDoc
  • Company Website:
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • Twitter: @pandadoc
    18,428 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    883 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 68% Small, 26% Medium

What Do G2 Reviewers Say About PandaDoc?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of PandaDoc, finding it simple to navigate and set up for online signing.
  • Users value PandaDoc's intuitive document management tools, enhancing workflow efficiency and streamlining approvals seamlessly.
  • Users love the intuitive editing tools of PandaDoc, enhancing their workflow and document customization.
  • Users find PandaDoc to be highly intuitive, making document management and e-signatures easy and efficient.
  • Users appreciate the simplicity and efficiency of PandaDoc for obtaining e-signatures, enhancing their workflow significantly.
Cons
  • Users are frustrated by the missing features in PandaDoc, such as document expiration controls and dynamic dates.
  • Users find PandaDoc expensive, especially for small teams needing affordable solutions for online form submissions.
  • Users find signature issues in PandaDoc, struggling with personal signature use and other document formatting challenges.
  • Users find difficult editing frustrating due to issues with document navigation and limited edit capabilities during collaboration.
  • Users find the editing difficulty in PandaDoc frustrating, especially with table formatting and live document changes.

What Are Recent G2 Reviews of PandaDoc?

What Are G2 Users Discussing About PandaDoc?

Anchor

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

Average Rating: 4.9/5.0

Total Reviews: 123

How Do G2 Users Rate Anchor?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Anchor?

  • Seller: Anchor
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • Twitter: @Say_anchor_
    169 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    117 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Accounting, Consulting
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About Anchor?

AI-generated summary from verified user reviews

Pros
  • Users value the time-saving automation of Anchor, allowing hassle-free billing and efficient proposal management.
  • Users find Anchor remarkably easy to use, with a straightforward setup and user-friendly features for efficiency.
  • Users value the automation of billing and proposal drafting, significantly streamlining their overall workflow and enhancing efficiency.
  • Users commend Anchor for its efficiency, significantly streamlining proposals, contracts, and billing processes for enhanced professionalism.
  • Users value the flexibility of Anchor, enhancing professionalism and streamlining multiple business processes effortlessly.
Cons
  • Users find payment issues challenging, especially with complex project plans and the desire for next day funding.
  • Users note the processing delays have improved, yet there's still a desire for next-day funding options.
  • Users wish for more customization options in Anchor, particularly regarding email reminders and agreement modifications.
  • Users note a steep learning curve with Anchor, requiring time and effort to master its features effectively.
  • Users are still frustrated by the 10-day delay in payouts using ACH payments, despite improvements in fund transfer times.

What Are Recent G2 Reviews of Anchor?

Qwilr

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: 901

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: 8.8/10)

Who Is the Company Behind Qwilr?

  • Seller: Qwilr
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redfern, New South Wales
  • Twitter: @Qwilr
    2,506 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    104 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, CEO
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 80% Small, 16% Medium

What Do G2 Reviewers Say About Qwilr?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Qwilr, finding the interface simple and customization quick and effective.
  • Users love Qwilr's customizable templates, enhancing their proposals with a professional touch and intuitive interface.
  • Users find the easy setup of Qwilr intuitive, allowing effortless creation of proposals without needing support.
  • Users praise Qwilr for its simplicity and efficiency, enhancing workflow and collaboration across teams effortlessly.
  • Users value the excellent customer support from Qwilr, enhancing their experience with responsive assistance and guidance.
Cons
  • Users feel that Qwilr has limited customization options, making it difficult to achieve desired edits and layouts.
  • Users are frustrated with integration issues, particularly with QuickBooks and payment options, impacting overall satisfaction.
  • Users note missing features, such as CMS-like design tools and better integrations, affecting their overall experience.
  • Users struggle with difficult editing, often feeling limited in formatting control and facing cumbersome customization challenges.
  • Users find the limited features of Qwilr restrict usability, especially with content arrangement and integrated scheduling tools.

What Are Recent G2 Reviews of Qwilr?

What Are G2 Users Discussing About Qwilr?

Ignition

From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows

Average Rating: 4.7/5.0

Total Reviews: 122

How Do G2 Users Rate Ignition?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Ignition?

  • Seller: Ignition
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Chippendale, Australia
  • Twitter: @ignitionapp
    11,259 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    345 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Director
  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 89% Small, 3% Medium

What Do G2 Reviewers Say About Ignition?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Ignition, citing its intuitive interface and seamless client interactions.
  • Users praise the first-rate customer support of Ignition, appreciating its helpfulness and availability for urgent inquiries.
  • Users find the easy setup of Ignition seamless, enhancing their experience and streamlining client engagement.
  • Users find Ignition to be a time-saving solution, streamlining proposals, invoicing, and client interactions effortlessly.
  • Users praise Ignition for its efficiency in streamlining operations, significantly enhancing their onboarding and client engagement processes.
Cons
  • Users find Ignition to be extremely expensive, making it a financial challenge despite its positive impact on their business.
  • Users note a significant learning curve for Ignition, requiring time and experience to master its functionalities.
  • Users desire more customization options in pricing and forms, limiting flexibility for unique client requests.
  • Users note a lack of customization features in Ignition, limiting their ability to efficiently send checklists to clients.
  • Users find payment issues challenging, including high fees and limited refund options impacting efficiency and cost management.

What Are Recent G2 Reviews of Ignition?

What Are G2 Users Discussing About Ignition?

HoneyBook

HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required.

Average Rating: 4.5/5.0

Total Reviews: 243

How Do G2 Users Rate HoneyBook?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind HoneyBook?

  • Seller: HoneyBook
  • Company Website:
  • Year Founded: 2013
  • HQ Location: San Francisco, CA
  • Twitter: @honeybook
    4,476 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    325 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Photographer
  • Top Industries: Photography, Events Services
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About HoneyBook?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the seamless payment management of HoneyBook, making invoicing and client payments hassle-free and organized.
  • Users appreciate the easy creation of materials with HoneyBook's user-friendly templates and automation features, streamlining their workflow.
  • Users commend the ease of use of HoneyBook, appreciating its seamless integration into daily business operations.
  • Users value the easy customization of HoneyBook, enhancing their efficiency with tailored templates for various needs.
  • Users value the ease of use of HoneyBook, enhancing organization and client management for smooth business operations.
Cons
  • Users face payment issues with HoneyBook, expressing concerns about processing fees and limited payment options.
  • Users are frustrated by the expensive pricing of HoneyBook, feeling the increase lacks justification and value.
  • Users face lack of integration, making data export difficult and complicating transitions to other platforms.
  • Users criticize the limited features of HoneyBook, feeling they do not justify the increased pricing or expectations.
  • Users find the reporting features inadequate, hindering comprehension and tracking of earnings efficiently.

What Are Recent G2 Reviews of HoneyBook?

What Are G2 Users Discussing About HoneyBook?

GetAccept

GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings 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 to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear 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: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including 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 Aaagaard Mørken, 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 Account Executive, Dealfront (67% decrease in sales cycle time) "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) (edited)

Average Rating: 4.6/5.0

Total Reviews: 1,252

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: 8.8/10)

Who Is the Company Behind GetAccept?

  • Seller: GetAccept Inc.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Palo Alto, CA
  • Twitter: @getaccept
    1,433 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    154 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Manager, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Small, 43% Medium

What Do G2 Reviewers Say About GetAccept?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of GetAccept, highlighting its supportive environment and user-friendly setup.
  • Users value the great customer support from GetAccept, consistently highlighting its responsiveness and helpfulness.
  • Users find GetAccept to be intuitive and easy to edit, making document management seamless for everyone.
  • Users value the great customer service from GetAccept, which enhances their overall experience and satisfaction.
  • Users appreciate the time-saving features of GetAccept, benefiting from centralized accessibility and efficient automation.
Cons
  • Users feel the lack of dark mode is an eyestrain issue and struggle with visual representation of multiple signees.
  • Users find limited customization with GetAccept, leading to frustrations and complex processes due to inflexible templates.
  • Users experience poor integration issues with GetAccept, often facing troubleshooting and error messages that hinder usability.
  • Users find template issues in GetAccept frustrating, as they complicate contract management and increase internal friction.
  • Users find the difficult editing experience in GetAccept limits their ability to make necessary adjustments efficiently.

What Are Recent G2 Reviews of GetAccept?

RELAYTO AI

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: 455

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: 8.8/10)

Who Is the Company Behind RELAYTO AI?

  • Seller: Relayto
  • Year Founded: 2023
  • HQ Location: San Francisco , California
  • Twitter: @relayter
    2,206 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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: 62% Small, 23% Medium

What Do G2 Reviewers Say About RELAYTO AI?

AI-generated summary from verified user reviews

Pros
  • Users find RELAYTO AI's ease of use remarkable, allowing anyone to create engaging content effortlessly and without coding.
  • Users appreciate the customization features of RELAYTO AI, enhancing document presentations with AI-driven tools and templates.
  • Users praise the user-friendly interface of RELAYTO AI, which simplifies creating interactive content and enhances productivity.
  • Users appreciate the high-quality templates and features of RELAYTO AI, enhancing their productivity and customization experience.
  • Users praise the easy creation of interactive content with RELAYTO, benefiting from user-friendly features and templates.
Cons
  • Users note a learning curve with RELAYTO, but find the effort rewarding as they adapt and excel.
  • Users may face a learning difficulty with RELAYTO AI, requiring time to fully grasp its advanced features.
  • Users experience a steep learning curve initially when using Relayto AI, despite its eventual user-friendliness.
  • Users find that the initial difficulty with Relayto AI can hinder their experience, especially for new users.
  • Users experience an initial usage difficulty with Relayto, impacting their ability to create interactive presentations swiftly.

What Are Recent G2 Reviews of RELAYTO AI?

What Are G2 Users Discussing About RELAYTO AI?

Jotform Sign

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: 1,694

How Do G2 Users Rate Jotform Sign?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Jotform Sign?

  • Seller: Jotform
  • Company Website:
  • Year Founded: 2006
  • HQ Location: San Francisco, California
  • Twitter: @Jotform
    39,289 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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, 16% Medium

What Do G2 Reviewers Say About Jotform Sign?

AI-generated summary from verified user reviews

Pros
  • Users value the frictionless ease of use with Jotform Sign, enhancing speed and streamlining document-signing processes.
  • Users love the easy setup of Jotform Sign, making form creation and signature management a breeze.
  • Users find Jotform Sign to be simple and intuitive, making document signing and management effortless for everyone.
  • Users love the frictionless signing process of Jotform Sign, which boosts efficiency and simplifies document management.
  • Users appreciate the easy creation of forms on Jotform Sign, finding it user-friendly and efficient for their needs.
Cons
  • Users find the signature limitations frustrating, especially with the restrictive submission limits affecting usability.
  • Users find Jotform Sign to be somewhat expensive, limiting access to essential features without a paid upgrade.
  • Users find the limited customization options frustrating, wishing for more flexibility in design and functionality.
  • Users report form access issues and limited options, complicating their experience and needing improvements for efficiency.
  • Users find Jotform Sign lacks flexibility in features, limiting options for payments, discounts, and product variations.

What Are Recent G2 Reviews of Jotform Sign?

Proposify

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: 1,116

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: 8.8/10)

Who Is the Company Behind Proposify?

  • Seller: Proposify
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Halifax
  • Twitter: @proposify
    4,207 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    79 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, 15% Medium

What Do G2 Reviewers Say About Proposify?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Proposify, enabling quick setup and efficient proposal sending.
  • Users value the extensive template library in Proposify, enhancing proposal creation speed and flexibility.
  • Users find Proposify's easy creation of proposals invaluable, fostering consistency and improving collaboration among teams.
  • Users find Easy Setup with Proposify allows for quick, professional proposals, saving time and streamlining processes.
  • Users value the ease of template creation in Proposify, allowing quick customization for professional proposals.
Cons
  • Users find the limited customization options in Proposify make it cumbersome to edit proposals effectively.
  • Users find difficult editing in Proposify frustrating, as the page editor lacks refinement and alignment can be tricky.
  • Users find editing difficult, with issues in alignment and refinement that complicate proposal customization.
  • Users experience slow performance with Proposify, facing lag and frustrating delays during editing and proposal updates.
  • Users find layout issues in Proposify, as template changes and managing pricing tables can be cumbersome.

What Are Recent G2 Reviews of Proposify?

What Are G2 Users Discussing About Proposify?

DocSend

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: 561

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: 8.8/10)

Who Is the Company Behind DocSend?

  • Seller: Dropbox
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • Twitter: @Dropbox
    3,279,477 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,149 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 75% Small, 21% Medium

What Do G2 Reviewers Say About DocSend?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of DocSend, enjoying seamless document sharing and tracking for enhanced engagement.
  • Users appreciate the visibility and tracking DocSend provides, enhancing their document sharing and decision-making processes.
  • Users value the real-time analytics and professional sharing options of DocSend, enhancing content sharing and collaboration.
  • Users value the top-notch security of DocSend, ensuring safe document sharing with detailed engagement insights.
  • Users value the easy sharing of DocSend, gaining insights and control over document engagement in a professional manner.
Cons
  • Users highlight the high pricing of DocSend, making it less accessible for those managing multiple clients.
  • Users face challenges with limited app functionality, including slow loading, integration issues, and mobile optimization concerns.
  • Users express frustration with lacking features on DocSend, especially regarding analytics and mobile optimization for smaller teams.
  • Users note the need for more flexible customization in DocSend to better suit dynamic marketing and collaboration processes.
  • Users express pricing concerns regarding DocSend, noting frequent changes and high costs for multiple user seats.

What Are Recent G2 Reviews of DocSend?

What Are G2 Users Discussing About DocSend?

DealHub AI

DealHub AI 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 AI 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 AI 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 AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

Average Rating: 4.7/5.0

Total Reviews: 848

How Do G2 Users Rate DealHub AI?

  • 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: 8.8/10)

Who Is the Company Behind DealHub AI?

  • Seller: DealHub.io
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Austin, Texas
  • Twitter: @DealHubIO
    3,887 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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% Medium, 23% Small

What Do G2 Reviewers Say About DealHub AI?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support from DealHub, highlighting responsiveness and helpful assistance in addressing needs.
  • Users find DealHub AI's ease of use invaluable, enabling quick adoption and daily utilization across teams.
  • Users appreciate the time-saving capabilities of DealHub AI, allowing for efficient proposal management and streamlined processes.
  • Users value the efficiency of DealHub AI, which significantly streamlines processes and saves time during implementation.
  • Users highly value the seamless integrations of DealHub AI, enabling effective management across various platforms.
Cons
  • Users find the learning curve challenging, particularly when managing complex proposals and integrations on DealHub AI.
  • Users express frustration over limited customization options in DealHub AI, affecting their ability to tailor the system fully.
  • Users experience a steep learning curve with DealHub AI, making initial implementation challenging before achieving ease of use.
  • Users find the missing self-service options frustrating, impacting customization and prolonging the implementation process.
  • Users face integration issues that complicate management, leading to slower processes and potential errors in updates.

What Are Recent G2 Reviews of DealHub AI?

What Are G2 Users Discussing About DealHub AI?

ConnectWise CPQ

Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations.

Average Rating: 4.0/5.0

Total Reviews: 122

How Do G2 Users Rate ConnectWise CPQ?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind ConnectWise CPQ?

  • Seller: ConnectWise
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • Twitter: @ConnectWise
    14,926 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®
  • Phone: 800-671-6898

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 51% Small, 46% Medium

What Do G2 Reviewers Say About ConnectWise CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the high level of customization in ConnectWise CPQ, enhancing their quoting processes effectively.
  • Users appreciate the responsive customer support of ConnectWise CPQ, enhancing their overall experience with quick assistance.
  • Users value the high customizability of ConnectWise CPQ, enhancing their quoting process with flexibility and automation.
  • Users value the high flexibility and customization options in ConnectWise CPQ, enhancing their quoting process effectively.
  • Users find easy integration with CW PSA seamless, leading to a successful setup and effective product use.
Cons
  • Users struggle with difficult editing in ConnectWise CPQ, finding formatting and feature requests frustratingly challenging.
  • Users often face bug issues with ConnectWise CPQ, causing frustration and complicating tasks like document formatting.
  • Users find the setup process complex, often recommending hiring a knowledgeable consultant for assistance.
  • Users find the complex setup of ConnectWise CPQ overwhelming, often needing a consultant for assistance.
  • Users report deletion problems with ConnectWise CPQ, complicating basic tasks and delaying feature requests significantly.

What Are Recent G2 Reviews of ConnectWise CPQ?

What Are G2 Users Discussing About ConnectWise CPQ?

QuoteWerks

Integrazione | Prezzo | Supporto | Funzionalità QuoteWerks è una soluzione CPQ (Configure, Price, Quote) leader di mercato che aiuta le aziende a semplificare il processo di preventivazione e proposta di vendita. Fidato da oltre 35.000 utenti in più di 100 paesi, QuoteWerks si integra con oltre 115 CRM, PSA e sistemi contabili — inclusi HubSpot, Salesforce, ConnectWise, Autotask e QuickBooks — eliminando la doppia immissione e garantendo l'accuratezza dei dati in tutto il tuo stack tecnologico. Con QuoteWerks, i team di vendita possono creare rapidamente preventivi e proposte professionali, automatizzare le approvazioni e gli acquisti, e monitorare il coinvolgimento dei clienti tramite QuoteValet. I clienti scelgono QuoteWerks per la sua affidabilità, convenienza e supporto leggendario — offrendo capacità CPQ di livello enterprise senza la complessità o il costo a livello enterprise.

Average Rating: 4.4/5.0

Total Reviews: 192

How Do G2 Users Rate QuoteWerks?

  • Facilità d'uso: 8.4/10 (Category avg: 8.9/10)
  • Flussi di lavoro di assemblaggio e approvazione: 8.4/10 (Category avg: 8.6/10)
  • Creazione e Flessibilità del Modello: 8.3/10 (Category avg: 8.6/10)
  • Personalizzabilità: Variabili e Campi: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind QuoteWerks?

  • Venditore: Aspire Technologies
  • Sito web dell'azienda:
  • Anno di Fondazione: 1993
  • Sede centrale: Orlando, FL
  • Twitter: @QuoteWerks
    1,133 follower su Twitter
  • Pagina LinkedIn®: www.linkedin.com
    49 dipendenti su LinkedIn®

Who Uses This Product?

  • Who Uses This: President, Owner
  • Top Industries: Tecnologia dell'informazione e servizi, Reti informatiche
  • Company Size: 72% Small, 20% Medium

What Do G2 Reviewers Say About QuoteWerks?

AI-generated summary from verified user reviews

Pros
  • Gli utenti apprezzano la facilità d'uso di QuoteWerks, che migliora significativamente l'efficienza e semplifica i processi in tutti i settori.
  • Gli utenti apprezzano l'efficienza di QuoteWerks per la gestione senza problemi di preventivi, progetti e processi contrattuali.
  • Gli utenti amano i modelli di qualità professionale di QuoteWerks, migliorando il branding e migliorando efficacemente le presentazioni ai clienti.
  • Gli utenti lodano QuoteWerks per il suo miglioramento dell'efficienza, semplificando senza sforzo la gestione dei preventivi ai contratti durante l'intero processo.
  • Gli utenti apprezzano l'integrazione facile e completa di QuoteWerks, migliorando il flusso di lavoro e semplificando l'intero processo di vendita.
Cons
  • Gli utenti trovano il design dell'interfaccia obsoleto, influenzando la navigazione e l'esperienza complessiva dell'utente rispetto alle applicazioni moderne.
  • Gli utenti trovano il setup complesso dispendioso in termini di tempo, specialmente con numerosi prodotti e integrazioni, influenzando l'efficienza complessiva.
  • Gli utenti trovano l'interfaccia datata, ostacolando la navigazione e la configurazione, e desiderano un design più moderno per una migliore usabilità.
  • Gli utenti ritengono che QuoteWerks sia piuttosto costoso e che il processo di implementazione richieda più tempo del previsto.
  • Gli utenti spesso affrontano problemi di fatturazione, trovando i prezzi meno competitivi e il deployment più lungo del previsto.

What Are Recent G2 Reviews of QuoteWerks?

What Are G2 Users Discussing About QuoteWerks?

Cone

Cone è un software all-in-one per la gestione delle pratiche contabili e delle proposte - creato per studi contabili e di contabilità moderni. Dalle proposte e lettere di incarico alla fatturazione, pagamenti, automazione del flusso di lavoro e comunicazione con i clienti - Cone offre un'esperienza unificata che sostituisce più strumenti. La piattaforma di Cone include: - Proposte e Lettere di Incarico personalizzabili (autonome o integrate) - Fatturazione e Pagamenti (con fatturazione automatizzata, promemoria e fatturazione ricorrente) - Pacchetti di Prezzi Multipli - Monitoraggio del Tempo - Gestione Documenti - Gestione Email - Automazione del Flusso di Lavoro - Portale Clienti - Integrazioni con Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint e altro ancora Fidato da migliaia di contabili e contabili a livello globale - nel Regno Unito, Stati Uniti, Australia e oltre - Cone aiuta gli studi a iniziare in piccolo o a crescere con fiducia, senza dover cambiare strumenti o spendere troppo. P.S.: Il software di proposte e lettere di incarico di Cone è disponibile anche come prodotto autonomo - perfetto per gli studi che cercano di semplificare l'onboarding e ricevere pagamenti più velocemente.

Average Rating: 4.9/5.0

Total Reviews: 34

How Do G2 Users Rate Cone?

  • Facilità d'uso: 9.3/10 (Category avg: 8.9/10)
  • Flussi di lavoro di assemblaggio e approvazione: 9.1/10 (Category avg: 8.6/10)
  • Creazione e Flessibilità del Modello: 9.3/10 (Category avg: 8.6/10)
  • Personalizzabilità: Variabili e Campi: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Cone?

  • Venditore: Cone
  • Anno di Fondazione: 2022
  • Sede centrale: United States
  • Pagina LinkedIn®: www.linkedin.com
    8 dipendenti su LinkedIn®

Who Uses This Product?

  • Top Industries: Contabilità
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Cone?

AI-generated summary from verified user reviews

Pros
  • Gli utenti trovano la facilità d'uso di Cone notevole, facilitando flussi di lavoro senza interruzioni e migliorando la collaborazione del team in modo efficiente.
  • Gli utenti elogiano Cone per il suo eccellente supporto clienti, migliorando la loro esperienza complessiva e soddisfazione con il prodotto.
  • Gli utenti amano come Cone fornisce efficienza che fa risparmiare tempo consolidando strumenti essenziali in un'unica piattaforma.
  • Gli utenti apprezzano l'efficienza di Cone, notando significativi risparmi di tempo e costi grazie alle sue capacità tutto-in-uno.
  • Gli utenti elogiano Cone per la sua convenienza e funzionalità tutto-in-uno, riducendo significativamente i costi e il tempo per le aziende.
Cons
  • Gli utenti notano una curva di apprendimento con Cone, ma il supporto rende il processo di configurazione più fluido nel tempo.
  • Gli utenti affrontano significativi problemi di cancellazione senza una funzione di salvataggio automatico, risultando in lavoro perso al ricaricamento della pagina.
  • Gli utenti trovano che la difficile configurazione di Cone richieda tempo, anche se il supporto del team è apprezzato.
  • Gli utenti affrontano difficoltà iniziali di utilizzo a causa di articoli di aiuto limitati e guida prima di iscriversi alla piattaforma.
  • Gli utenti affrontano opzioni di personalizzazione limitate per il branding e i contenuti, ostacolando la personalizzazione delle proposte per i clienti.

What Are Recent G2 Reviews of Cone?

Iris

Iris – Software di Automazione RFP e Questionari di Sicurezza Alimentato da AI Iris è una piattaforma di automazione delle risposte alimentata da AI che aiuta i team di vendita, prevendita e conformità a completare RFP, questionari di sicurezza, DDQ, RFI e altri documenti rivolti agli acquirenti in modo più rapido e accurato. Combinando la generazione intelligente di contenuti con una base di conoscenza centralizzata, Iris elimina i colli di bottiglia, riduce il lavoro manuale e garantisce coerenza in ogni risposta. Genera Prime Bozze in Minuti Iris utilizza l'AI addestrata sulle risposte passate della tua organizzazione e sulla conoscenza istituzionale per creare bozze di alta qualità istantaneamente. I team risparmiano ore su contenuti ripetitivi pur fornendo risposte personalizzate e accurate che riflettono la voce e gli standard di conformità della tua azienda. Una Singola Fonte di Verità La base di conoscenza integrata centralizza i tuoi migliori contenuti in un unico luogo. Man mano che il tuo team aggiunge nuove risposte, Iris impara e migliora—adattandosi al tuo tono, alla tua terminologia e ai requisiti di sicurezza o conformità in evoluzione. Non più scavare tra vecchi documenti o thread di Slack per trovare la risposta giusta. Flussi di Lavoro Collaborativi per Team Trasversali Che tu stia rispondendo a un RFP complesso o completando una valutazione di sicurezza del fornitore sensibile al tempo, Iris rende la collaborazione senza soluzione di continuità. L'accesso multi-utente consente agli ingegneri di vendita, agli esperti di materia e ai team di conformità di lavorare in parallelo, assegnare compiti e mantenere il controllo delle versioni—sostituendo fogli di calcolo frammentati e catene di email. Libreria di Contenuti per la Coerenza su Larga Scala Riutilizza rapidamente le risposte più performanti con la libreria di contenuti ricercabile di Iris. La gestione dei tag integrata, le istruzioni personalizzate e la gestione dei modelli aiutano i team a standardizzare le risposte su diversi tipi di questionari mantenendo la qualità e la coerenza del marchio. Rispondi Più Velocemente. Vinci di Più. Automatizzando la creazione di contenuti ripetitivi e migliorando la qualità delle risposte, Iris aiuta i team a inviare più velocemente, aumentare i tassi di vittoria e offrire una migliore esperienza all'acquirente. Che tu sia un team snello che gestisce una manciata di proposte o un'impresa che risponde su larga scala, Iris cresce con te.

Average Rating: 4.9/5.0

Total Reviews: 73

How Do G2 Users Rate Iris?

  • Facilità d'uso: 9.7/10 (Category avg: 8.9/10)
  • Flussi di lavoro di assemblaggio e approvazione: 10.0/10 (Category avg: 8.6/10)
  • Creazione e Flessibilità del Modello: 9.0/10 (Category avg: 8.6/10)
  • Personalizzabilità: Variabili e Campi: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Iris?

  • Venditore: heyiris.ai
  • Sito web dell'azienda:
  • Anno di Fondazione: 2023
  • Sede centrale: Brooklyn / Chicago, US
  • Pagina LinkedIn®: www.linkedin.com
    43 dipendenti su LinkedIn®

Who Uses This Product?

  • Top Industries: Software per computer, Sicurezza informatica e di rete
  • Company Size: 44% Medium, 27% Small

What Do G2 Reviewers Say About Iris?

AI-generated summary from verified user reviews

Pros
  • Gli utenti trovano Iris incredibilmente facile da usare, richiedendo una formazione minima e semplificando il processo RFP in modo efficiente.
  • Gli utenti apprezzano molto le capacità di risparmio di tempo di Iris, che consentono risposte rapide ed efficienti alle RFP.
  • Gli utenti apprezzano la gestione delle RFP che fa risparmiare tempo di Iris, poiché semplifica le risposte e migliora notevolmente l'accuratezza.
  • Gli utenti apprezzano Iris per la sua efficienza, che consente risposte rapide e riduce significativamente il tempo dedicato ai questionari di sicurezza.
  • Gli utenti elogiano il supporto clienti eccezionale di Iris, evidenziando un'assistenza proattiva e reattiva durante l'implementazione e l'uso.
Cons
  • Gli utenti trovano che la mancanza di funzionalità in Iris limiti le sue capacità, come le funzioni complesse di gestione dei progetti.
  • Gli utenti sperimentano risposte inaccurate da Iris, spesso confusi da informazioni miste e basi di conoscenza incomplete.
  • Gli utenti esprimono frustrazione per l'incapacità di Iris di generare risposte originali, portando a una dipendenza da informazioni limitate.
  • Gli utenti segnalano occasionali problemi di bug che sorgono man mano che la piattaforma si evolve, ma i benefici generalmente superano questi svantaggi.
  • Gli utenti segnalano problemi di integrazione con Iris, notando la mancanza di alcune funzionalità desiderate e il supporto mobile.

What Are Recent G2 Reviews of Iris?