My review of G2 Data for PandaDoc revealed a recurring theme of how often users point to the platform’s ability to cut proposal turnaround time dramatically. Reviewers describe flexible templates, intuitive editing tools, and integrated e-signatures that help teams move from draft to signature without switching between apps. Many also call out the document-tracking insights that reveal when prospects view or interact with a proposal. The sentiment consistently reflects a tool that supports fast, polished output with minimal friction.

Looking at Qwilr G2 reviews, I found praise for its interactive, web-style proposal format. Users describe digital pages enriched with video, media sections, and scroll-based layouts that feel significantly more engaging than static documents. They also value the analytics that show how long each section holds a prospect’s attention. The sentiment points toward a tool that elevates proposals into immersive, branded experiences.

As I reviewed G2 user sentiment for Anchor, I observed consistent recognition for the platform's effective handling of proposals tied to recurring service packages. Users point to clear pricing models, subscription-friendly templates, and structured contract details that align with service-based offerings. Many also mention smoother back-and-forth during proposal negotiation. The feedback paints a picture of a tool designed for businesses that rely on subscription or retainer-style agreements.

As I evaluated Proposify insights on G2, one pattern stood out: users consistently appreciate how it supports team-wide consistency in proposal creation. Reviewers reference structured template management, approval workflows, and reporting dashboards that surface performance trends. Many describe improved template discipline across large sales teams. It appears to be a system designed to bring order, repeatability, and visibility to proposal operations.

Reviewing user sentiment for Ignition on G2, I kept encountering references to how the platform unifies proposal creation with automated billing and onboarding. Users appreciate clear statements of work, transparent pricing, and prompt invoicing once a client accepts. Many credit the automation with eliminating manual setup steps after a deal closes. The overall impression is that of a system designed to streamline the proposal-to-payment workflow for service firms.

My look at DealHub.io’s G2 reviews revealed strong appreciation for its unified quote-to-contract experience. Reviewers often reference guided selling, shareable deal rooms, and automated contract creation. DealHub.io is a good fit for companies that prioritize cohesive workflows across configuration, pricing, and contract finalization.

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.

I analyzed G2 reviews for GetAccept and noticed that users highlighted the platform’s ability to seamlessly integrate proposals with sales engagement. Reviewers mention features like embedded video messages, live chat, and automated follow-up reminders that make proposals feel more conversational. People also value the document-tracking elements that reveal prospect interest. Feedback indicates that a tool has been created to keep proposals closely aligned with the live buyer conversation.

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.

When I examined G2 input on RELAYTO, I found repeated mentions of its interactive document and presentation layers, which are used to build immersive demo experiences. Users highlight multimedia support, engagement tracking, and flexible publishing options. RELAYTO suits teams that want demos to feel like interactive content rather than standalone walk-throughs.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster.