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Best Proposal Software for Small Business

Julie Jung
JJ
Researched and written by 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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Proposal category.

In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Small Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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Best Proposal Software At A Glance

Best for Small Businesses:
PandaDoc
PandaDoc
Best for Mid-Market:
PandaDoc
PandaDoc
Best for Enterprise:
Responsive, formerly RFPIO
Responsive, formerly RFPIO
Highest User Satisfaction:
PandaDoc
PandaDoc
Best Free Software:
PandaDoc
PandaDoc
Show LessShow More
Best for Enterprise:
Responsive, formerly RFPIO
Responsive, formerly RFPIO
Highest User Satisfaction:
PandaDoc
PandaDoc
Best Free Software:
PandaDoc
PandaDoc

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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48 Listings in Small Business Proposal Available

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    G2 Score
PandaDoc
(3,390)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Proposal software
View top Consulting Services for PandaDoc
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 69% Small-Business
    • 25% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • PandaDoc is a digital platform that facilitates the creation, sending, and tracking of documents, and offers electronic signature capabilities.
    • Reviewers frequently mention the ease of use, time-saving features, and seamless integration with other platforms as key benefits of using PandaDoc.
    • Reviewers experienced issues with the pricing structure, occasional glitches in editing fields, and limitations in customization and advanced features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • PandaDoc Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    650
    Document Management
    339
    Simple
    305
    E-Signatures
    289
    Intuitive
    278
    Cons
    Signature Issues
    109
    Missing Features
    93
    Expensive
    86
    Difficult Editing
    80
    Editing Difficulty
    74
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • PandaDoc features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    8.7
    Template Creation and Flexibility
    Average: 8.6
    8.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    PandaDoc
    Company Website
    Year Founded
    2011
    HQ Location
    San Francisco, CA
    Twitter
    @pandadoc
    18,486 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    880 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficienci

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 69% Small-Business
  • 25% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • PandaDoc is a digital platform that facilitates the creation, sending, and tracking of documents, and offers electronic signature capabilities.
  • Reviewers frequently mention the ease of use, time-saving features, and seamless integration with other platforms as key benefits of using PandaDoc.
  • Reviewers experienced issues with the pricing structure, occasional glitches in editing fields, and limitations in customization and advanced features.
PandaDoc Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
650
Document Management
339
Simple
305
E-Signatures
289
Intuitive
278
Cons
Signature Issues
109
Missing Features
93
Expensive
86
Difficult Editing
80
Editing Difficulty
74
View All Pros and Cons
PandaDoc features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
8.7
Template Creation and Flexibility
Average: 8.6
8.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
PandaDoc
Company Website
Year Founded
2011
HQ Location
San Francisco, CA
Twitter
@pandadoc
18,486 Twitter followers
LinkedIn® Page
www.linkedin.com
880 employees on LinkedIn®
Qwilr
(883)4.6 out of 5
Optimized for quick response
5th Easiest To Use in Proposal software
DealsSpecial offer!
20% Off: $31/user per month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 OpenTab

    Users
    • Account Executive
    • CEO
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 81% Small-Business
    • 15% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Qwilr is a proposal creation tool that integrates with CRM systems, offers tracking capabilities, and allows for customization and interactivity in proposals.
    • Reviewers appreciate Qwilr's user-friendly interface, seamless CRM integration, and the ability to create interactive, visually appealing proposals with analytics and reporting features.
    • Users mentioned limitations in customization options, issues with specific integrations, difficulties with certain formatting aspects, and challenges in locating and managing documents.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Qwilr Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    99
    Customer Support
    54
    Simple
    53
    Easy Setup
    49
    Templates
    48
    Cons
    Limited Customization
    26
    Limited Features
    19
    Missing Features
    19
    Difficult Editing
    17
    Integration Issues
    15
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Qwilr features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    8.4
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    7.9
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Qwilr
    Company Website
    Year Founded
    2014
    HQ Location
    Redfern, New South Wales
    Twitter
    @Qwilr
    2,522 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    104 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 OpenTab

Users
  • Account Executive
  • CEO
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 81% Small-Business
  • 15% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Qwilr is a proposal creation tool that integrates with CRM systems, offers tracking capabilities, and allows for customization and interactivity in proposals.
  • Reviewers appreciate Qwilr's user-friendly interface, seamless CRM integration, and the ability to create interactive, visually appealing proposals with analytics and reporting features.
  • Users mentioned limitations in customization options, issues with specific integrations, difficulties with certain formatting aspects, and challenges in locating and managing documents.
Qwilr Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
99
Customer Support
54
Simple
53
Easy Setup
49
Templates
48
Cons
Limited Customization
26
Limited Features
19
Missing Features
19
Difficult Editing
17
Integration Issues
15
View All Pros and Cons
Qwilr features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
8.4
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
7.9
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Qwilr
Company Website
Year Founded
2014
HQ Location
Redfern, New South Wales
Twitter
@Qwilr
2,522 Twitter followers
LinkedIn® Page
www.linkedin.com
104 employees on LinkedIn®
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Anchor
(117)4.9 out of 5
1st Easiest To Use in Proposal software
Entry Level Price:$5.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Owner
    • CEO
    Industries
    • Accounting
    • Consulting
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anchor is a platform for creating proposals, managing client engagements, and facilitating payments, with features such as automatic price increase and integration with QuickBooks Online.
    • Reviewers frequently mention the ease of use, the ability to streamline the proposal and billing process, the seamless integration with other platforms, and the responsive customer support.
    • Reviewers noted some limitations such as the inability to create invoices on the go, the lack of customization options for outgoing messages and invoices, and the delay in receiving funds.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anchor Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time-saving
    28
    Ease of Use
    23
    Automation
    17
    Invoicing
    16
    Efficiency
    15
    Cons
    Payment Issues
    9
    Processing Delays
    6
    Missing Features
    5
    Steep Learning Curve
    5
    Delays
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anchor features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    9.2
    Template Creation and Flexibility
    Average: 8.6
    8.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anchor
    HQ Location
    New York, US
    Twitter
    @Say_anchor_
    171 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    107 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Owner
  • CEO
Industries
  • Accounting
  • Consulting
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anchor is a platform for creating proposals, managing client engagements, and facilitating payments, with features such as automatic price increase and integration with QuickBooks Online.
  • Reviewers frequently mention the ease of use, the ability to streamline the proposal and billing process, the seamless integration with other platforms, and the responsive customer support.
  • Reviewers noted some limitations such as the inability to create invoices on the go, the lack of customization options for outgoing messages and invoices, and the delay in receiving funds.
Anchor Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time-saving
28
Ease of Use
23
Automation
17
Invoicing
16
Efficiency
15
Cons
Payment Issues
9
Processing Delays
6
Missing Features
5
Steep Learning Curve
5
Delays
4
View All Pros and Cons
Anchor features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
9.2
Template Creation and Flexibility
Average: 8.6
8.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Anchor
HQ Location
New York, US
Twitter
@Say_anchor_
171 Twitter followers
LinkedIn® Page
www.linkedin.com
107 employees on LinkedIn®
Ignition
(119)4.7 out of 5
4th Easiest To Use in Proposal software
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Owner
    • Director
    Industries
    • Accounting
    • Marketing and Advertising
    Market Segment
    • 89% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Ignition is an AI-driven company that uses AI tools for pricing, developing proposals, and collecting payments, and also offers features for organization and integration with other software.
    • Reviewers frequently mention the ease of use, the seamless integration with other tools, the time-saving aspect, the professionalism it brings, the quick customer support, and the ability to customize contracts.
    • Reviewers noted issues with the level of data access, a learning curve for customized scopes, high pricing, limited customization for pricing options, difficulty in sending change orders, and inability to delete or write off sent invoices.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Ignition Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Customer Support
    34
    Easy Setup
    30
    Time-saving
    30
    Efficiency
    28
    Cons
    Expensive
    14
    Learning Curve
    9
    Limited Customization
    8
    Missing Features
    8
    Payment Issues
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ignition features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    8.8
    Assembly and Approval Workflows
    Average: 8.6
    9.2
    Template Creation and Flexibility
    Average: 8.6
    9.1
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ignition
    Company Website
    Year Founded
    2013
    HQ Location
    Chippendale, Australia
    Twitter
    @ignitionapp
    11,291 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    326 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Owner
  • Director
Industries
  • Accounting
  • Marketing and Advertising
Market Segment
  • 89% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Ignition is an AI-driven company that uses AI tools for pricing, developing proposals, and collecting payments, and also offers features for organization and integration with other software.
  • Reviewers frequently mention the ease of use, the seamless integration with other tools, the time-saving aspect, the professionalism it brings, the quick customer support, and the ability to customize contracts.
  • Reviewers noted issues with the level of data access, a learning curve for customized scopes, high pricing, limited customization for pricing options, difficulty in sending change orders, and inability to delete or write off sent invoices.
Ignition Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Customer Support
34
Easy Setup
30
Time-saving
30
Efficiency
28
Cons
Expensive
14
Learning Curve
9
Limited Customization
8
Missing Features
8
Payment Issues
8
View All Pros and Cons
Ignition features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
8.8
Assembly and Approval Workflows
Average: 8.6
9.2
Template Creation and Flexibility
Average: 8.6
9.1
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Ignition
Company Website
Year Founded
2013
HQ Location
Chippendale, Australia
Twitter
@ignitionapp
11,291 Twitter followers
LinkedIn® Page
www.linkedin.com
326 employees on LinkedIn®
Proposify
(1,136)4.6 out of 5
Optimized for quick response
11th Easiest To Use in Proposal software
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 fle

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 84% Small-Business
    • 14% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Proposify is a software that automates the creation of business proposals, featuring eSignature capabilities, document processing, and detailed analytics for tracking client engagement.
    • Reviewers appreciate Proposify's ability to simplify the proposal process, provide actionable insights through tracking features, and maintain brand consistency across documents, all of which contribute to increased closing rates and efficient workflow management.
    • Users reported challenges with Proposify's compatibility with mobile devices, limitations in design customization options, occasional slow loading times for larger proposals, and difficulties in navigating the platform due to its advanced technology.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Proposify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Templates
    40
    Ease of Creation
    29
    Easy Creation
    29
    Customer Support
    25
    Cons
    Difficult Editing
    18
    Editing Difficulties
    17
    Limited Customization
    17
    Formatting Issues
    15
    Feature Usability
    14
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Proposify features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.5
    Template Creation and Flexibility
    Average: 8.6
    8.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Proposify
    Company Website
    Year Founded
    2012
    HQ Location
    Halifax
    Twitter
    @proposify
    4,230 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    75 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 fle

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 84% Small-Business
  • 14% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Proposify is a software that automates the creation of business proposals, featuring eSignature capabilities, document processing, and detailed analytics for tracking client engagement.
  • Reviewers appreciate Proposify's ability to simplify the proposal process, provide actionable insights through tracking features, and maintain brand consistency across documents, all of which contribute to increased closing rates and efficient workflow management.
  • Users reported challenges with Proposify's compatibility with mobile devices, limitations in design customization options, occasional slow loading times for larger proposals, and difficulties in navigating the platform due to its advanced technology.
Proposify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Templates
40
Ease of Creation
29
Easy Creation
29
Customer Support
25
Cons
Difficult Editing
18
Editing Difficulties
17
Limited Customization
17
Formatting Issues
15
Feature Usability
14
View All Pros and Cons
Proposify features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.5
Template Creation and Flexibility
Average: 8.6
8.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Proposify
Company Website
Year Founded
2012
HQ Location
Halifax
Twitter
@proposify
4,230 Twitter followers
LinkedIn® Page
www.linkedin.com
75 employees on LinkedIn®
DealHub.io
(833)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Proposal software
View top Consulting Services for DealHub.io
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Sales Operations Manager
    • Revenue Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 22% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
    • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
    • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DealHub.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    102
    Ease of Use
    82
    Efficiency
    78
    Time-saving
    77
    Integrations
    76
    Cons
    Learning Curve
    35
    Limited Customization
    27
    Steep Learning Curve
    26
    Complexity
    21
    High Complexity
    17
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DealHub.io features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    9.3
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    9.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DealHub.io
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,908 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    308 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Sales Operations Manager
  • Revenue Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 22% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
  • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
  • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
DealHub.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
102
Ease of Use
82
Efficiency
78
Time-saving
77
Integrations
76
Cons
Learning Curve
35
Limited Customization
27
Steep Learning Curve
26
Complexity
21
High Complexity
17
View All Pros and Cons
DealHub.io features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
9.3
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
DealHub.io
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,908 Twitter followers
LinkedIn® Page
www.linkedin.com
308 employees on LinkedIn®
RELAYTO AI
(466)4.7 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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.

    Users
    • Student
    • Executive Assistant
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 61% Small-Business
    • 24% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • RELAYTO is a tool that transforms static content into interactive, engaging presentations and allows users to embed multimedia, track engagements, and personalize content.
    • Reviewers appreciate the user-friendly interface, the ability to create interactive blogs and articles with drag-and-drop features, customizable templates, and the platform's suitability for those with minimal technical skills.
    • Reviewers mentioned that the advanced customization can be tricky, the software can feel slightly overwhelming for new users, and the performance may occasionally slow down when handling very large files or multimedia-heavy projects.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RELAYTO AI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    114
    Features
    68
    Quality
    62
    User Interface
    61
    Easy Creation
    60
    Cons
    Learning Curve
    55
    Learning Difficulty
    47
    Steep Learning Curve
    39
    Initial Difficulty
    31
    Limited Features
    18
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RELAYTO AI features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 8.9
    9.4
    Assembly and Approval Workflows
    Average: 8.6
    9.6
    Template Creation and Flexibility
    Average: 8.6
    9.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Relayto
    Year Founded
    2023
    HQ Location
    San Francisco , California
    Twitter
    @relayter
    2,232 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
  • Student
  • Executive Assistant
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 61% Small-Business
  • 24% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • RELAYTO is a tool that transforms static content into interactive, engaging presentations and allows users to embed multimedia, track engagements, and personalize content.
  • Reviewers appreciate the user-friendly interface, the ability to create interactive blogs and articles with drag-and-drop features, customizable templates, and the platform's suitability for those with minimal technical skills.
  • Reviewers mentioned that the advanced customization can be tricky, the software can feel slightly overwhelming for new users, and the performance may occasionally slow down when handling very large files or multimedia-heavy projects.
RELAYTO AI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
114
Features
68
Quality
62
User Interface
61
Easy Creation
60
Cons
Learning Curve
55
Learning Difficulty
47
Steep Learning Curve
39
Initial Difficulty
31
Limited Features
18
View All Pros and Cons
RELAYTO AI features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 8.9
9.4
Assembly and Approval Workflows
Average: 8.6
9.6
Template Creation and Flexibility
Average: 8.6
9.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Relayto
Year Founded
2023
HQ Location
San Francisco , California
Twitter
@relayter
2,232 Twitter followers
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
DocSend
(586)4.6 out of 5
Entry Level Price:$180.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 sec

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 76% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DocSend is a document sharing and tracking software that provides insights into document utilization, enables secure sharing, and offers features like bulk upload, full text search, and mobile access.
    • Users frequently mention the ease of use, the ability to track viewer engagement in real time, and the convenience of updating documents without changing the shared link.
    • Reviewers noted that the analytics dashboard can feel crowded for new users, the mobile experience is less intuitive compared to the desktop version, and the pricing can be high for smaller teams.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DocSend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    54
    Document Management
    42
    Features
    35
    Security
    29
    Easy Sharing
    28
    Cons
    Expensive
    18
    Lacking Features
    12
    Limited Features
    11
    File Management
    10
    Limitations
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DocSend features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.9
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    8.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dropbox
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @Dropbox
    3,296,034 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,969 employees on LinkedIn®
    Ownership
    NASDAQ: DBX
Product Description
How are these determined?Information
This description is provided by the seller.

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 sec

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 76% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DocSend is a document sharing and tracking software that provides insights into document utilization, enables secure sharing, and offers features like bulk upload, full text search, and mobile access.
  • Users frequently mention the ease of use, the ability to track viewer engagement in real time, and the convenience of updating documents without changing the shared link.
  • Reviewers noted that the analytics dashboard can feel crowded for new users, the mobile experience is less intuitive compared to the desktop version, and the pricing can be high for smaller teams.
DocSend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
54
Document Management
42
Features
35
Security
29
Easy Sharing
28
Cons
Expensive
18
Lacking Features
12
Limited Features
11
File Management
10
Limitations
9
View All Pros and Cons
DocSend features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.9
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
8.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Dropbox
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@Dropbox
3,296,034 Twitter followers
LinkedIn® Page
www.linkedin.com
3,969 employees on LinkedIn®
Ownership
NASDAQ: DBX
GetAccept
(1,046)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Proposal software
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communica

    Users
    • Sales Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 40% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • GetAccept is a digital sales room that houses all documents and materials for customers, offering features such as contract and deal rooms, Salesforce integration, and customization options.
    • Users like the user-friendly interface, the ability to work entirely within Salesforce, the real-time engagement tracking, the customization options, and the professional and standardized proposals and request forms.
    • Users reported issues with the Salesforce integration, limitations with contracts and fields, a learning curve in setup and navigation, and some advanced Salesforce customization needing extra effort.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • GetAccept Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    93
    Customer Support
    48
    Helpful
    42
    Intuitive
    40
    Time-saving
    38
    Cons
    Missing Features
    16
    Difficult Editing
    11
    Limited Customization
    11
    Limited Features
    11
    Poor Integration
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GetAccept features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.5
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    8.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GetAccept Inc.
    Company Website
    Year Founded
    2015
    HQ Location
    Palo Alto, CA
    Twitter
    @getaccept
    1,430 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    159 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communica

Users
  • Sales Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 40% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • GetAccept is a digital sales room that houses all documents and materials for customers, offering features such as contract and deal rooms, Salesforce integration, and customization options.
  • Users like the user-friendly interface, the ability to work entirely within Salesforce, the real-time engagement tracking, the customization options, and the professional and standardized proposals and request forms.
  • Users reported issues with the Salesforce integration, limitations with contracts and fields, a learning curve in setup and navigation, and some advanced Salesforce customization needing extra effort.
GetAccept Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
93
Customer Support
48
Helpful
42
Intuitive
40
Time-saving
38
Cons
Missing Features
16
Difficult Editing
11
Limited Customization
11
Limited Features
11
Poor Integration
9
View All Pros and Cons
GetAccept features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.5
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
8.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
GetAccept Inc.
Company Website
Year Founded
2015
HQ Location
Palo Alto, CA
Twitter
@getaccept
1,430 Twitter followers
LinkedIn® Page
www.linkedin.com
159 employees on LinkedIn®
Jotform Sign
(1,611)4.7 out of 5
Optimized for quick response
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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-signatur

    Users
    • Owner
    • CEO
    Industries
    • Non-Profit Organization Management
    • Health, Wellness and Fitness
    Market Segment
    • 71% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jotform Sign Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    247
    Easy Setup
    108
    Intuitive
    96
    Simple
    82
    Time Saving
    79
    Cons
    Limited Customization
    38
    Signature Issues
    31
    Form Issues
    30
    Expensive
    28
    Bug Issues
    16
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jotform Sign features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    8.2
    Assembly and Approval Workflows
    Average: 8.6
    8.1
    Template Creation and Flexibility
    Average: 8.6
    8.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jotform
    Company Website
    Year Founded
    2006
    HQ Location
    San Francisco, California
    Twitter
    @Jotform
    39,466 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    900 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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-signatur

Users
  • Owner
  • CEO
Industries
  • Non-Profit Organization Management
  • Health, Wellness and Fitness
Market Segment
  • 71% Small-Business
  • 16% Mid-Market
Jotform Sign Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
247
Easy Setup
108
Intuitive
96
Simple
82
Time Saving
79
Cons
Limited Customization
38
Signature Issues
31
Form Issues
30
Expensive
28
Bug Issues
16
View All Pros and Cons
Jotform Sign features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
8.2
Assembly and Approval Workflows
Average: 8.6
8.1
Template Creation and Flexibility
Average: 8.6
8.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Jotform
Company Website
Year Founded
2006
HQ Location
San Francisco, California
Twitter
@Jotform
39,466 Twitter followers
LinkedIn® Page
www.linkedin.com
900 employees on LinkedIn®
ConnectWise CPQ
(141)4.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 nee

    Users
    • CEO
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 51% Small-Business
    • 46% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ConnectWise CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    3
    Customer Support
    2
    Customizability
    2
    Customization Options
    2
    Easy Integration
    2
    Cons
    Difficult Editing
    2
    Bug Issues
    1
    Complex Features
    1
    Complex Setup
    1
    Deletion Problems
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ConnectWise CPQ features and usability ratings that predict user satisfaction
    7.8
    Ease of Use
    Average: 8.9
    7.6
    Assembly and Approval Workflows
    Average: 8.6
    7.4
    Template Creation and Flexibility
    Average: 8.6
    7.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ConnectWise
    Year Founded
    1982
    HQ Location
    Tampa, FL
    Twitter
    @ConnectWise
    14,943 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,439 employees on LinkedIn®
    Phone
    800-671-6898
Product Description
How are these determined?Information
This description is provided by the seller.

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 nee

Users
  • CEO
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 51% Small-Business
  • 46% Mid-Market
ConnectWise CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
3
Customer Support
2
Customizability
2
Customization Options
2
Easy Integration
2
Cons
Difficult Editing
2
Bug Issues
1
Complex Features
1
Complex Setup
1
Deletion Problems
1
View All Pros and Cons
ConnectWise CPQ features and usability ratings that predict user satisfaction
7.8
Ease of Use
Average: 8.9
7.6
Assembly and Approval Workflows
Average: 8.6
7.4
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
ConnectWise
Year Founded
1982
HQ Location
Tampa, FL
Twitter
@ConnectWise
14,943 Twitter followers
LinkedIn® Page
www.linkedin.com
3,439 employees on LinkedIn®
Phone
800-671-6898
TaxDome
(694)4.7 out of 5
View top Consulting Services for TaxDome
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 99% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaxDome Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    137
    Automation
    73
    Client Portal
    66
    Customer Support
    65
    Document Management
    60
    Cons
    Learning Curve
    66
    Difficult Learning
    37
    Difficult Setup
    36
    Time-Consuming Setup
    36
    Missing Features
    34
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    8.4
    Template Creation and Flexibility
    Average: 8.6
    8.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    329 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 99% Small-Business
  • 0% Mid-Market
TaxDome Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
137
Automation
73
Client Portal
66
Customer Support
65
Document Management
60
Cons
Learning Curve
66
Difficult Learning
37
Difficult Setup
36
Time-Consuming Setup
36
Missing Features
34
View All Pros and Cons
TaxDome features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
8.4
Template Creation and Flexibility
Average: 8.6
8.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
329 employees on LinkedIn®
Cone
(31)4.9 out of 5
10th Easiest To Use in Proposal software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 aut

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cone Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Customer Support
    12
    Time-saving
    10
    Efficiency
    6
    Flexibility
    5
    Cons
    Learning Curve
    2
    Deletion Problems
    1
    Difficult Setup
    1
    Initial Usage Difficulty
    1
    Limited Customization
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cone features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.9
    9.1
    Assembly and Approval Workflows
    Average: 8.6
    9.3
    Template Creation and Flexibility
    Average: 8.6
    9.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cone
    Year Founded
    2022
    HQ Location
    United States
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 aut

Users
No information available
Industries
  • Accounting
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
Cone Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Customer Support
12
Time-saving
10
Efficiency
6
Flexibility
5
Cons
Learning Curve
2
Deletion Problems
1
Difficult Setup
1
Initial Usage Difficulty
1
Limited Customization
1
View All Pros and Cons
Cone features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.9
9.1
Assembly and Approval Workflows
Average: 8.6
9.3
Template Creation and Flexibility
Average: 8.6
9.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Cone
Year Founded
2022
HQ Location
United States
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
Iris
(66)4.9 out of 5
Optimized for quick response
7th Easiest To Use in Proposal software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 qu

    Users
    No information available
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 45% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Iris is a tool designed to streamline the request for proposal (RFP) process, reducing manual effort and increasing efficiency.
    • Users like the user-friendly interface, the AI capabilities for quick response generation, and the supportive and responsive Iris team that aids in easy setup and ongoing use.
    • Users experienced issues with the output occasionally getting confused, lack of mobile capabilities, occasional technical glitches, and a desire for more complex project management features and integrations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Iris Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Time-saving
    30
    RFP Management
    23
    Efficiency
    22
    Customer Support
    19
    Cons
    Lack of Features
    5
    Missing Features
    4
    Bug Issues
    3
    Inaccurate Responses
    3
    Integration Issues
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Iris features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 8.9
    10.0
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    9.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    heyiris.ai
    Company Website
    Year Founded
    2023
    HQ Location
    Brooklyn / Chicago, US
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 qu

Users
No information available
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 45% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Iris is a tool designed to streamline the request for proposal (RFP) process, reducing manual effort and increasing efficiency.
  • Users like the user-friendly interface, the AI capabilities for quick response generation, and the supportive and responsive Iris team that aids in easy setup and ongoing use.
  • Users experienced issues with the output occasionally getting confused, lack of mobile capabilities, occasional technical glitches, and a desire for more complex project management features and integrations.
Iris Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Time-saving
30
RFP Management
23
Efficiency
22
Customer Support
19
Cons
Lack of Features
5
Missing Features
4
Bug Issues
3
Inaccurate Responses
3
Integration Issues
3
View All Pros and Cons
Iris features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 8.9
10.0
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
heyiris.ai
Company Website
Year Founded
2023
HQ Location
Brooklyn / Chicago, US
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
QuoteWerks
(194)4.4 out of 5
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • President
    • Owner
    Industries
    • Information Technology and Services
    • Computer Networking
    Market Segment
    • 74% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
    • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
    • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • QuoteWerks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Templates
    9
    Efficiency
    8
    Time-saving
    8
    Integrations
    7
    Cons
    Poor Interface Design
    4
    Complex Setup
    3
    Dated Interface
    2
    Expensive
    2
    Billing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QuoteWerks features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.4
    Template Creation and Flexibility
    Average: 8.6
    8.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aspire Technologies
    Company Website
    Year Founded
    1993
    HQ Location
    Orlando, FL
    Twitter
    @QuoteWerks
    1,137 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • President
  • Owner
Industries
  • Information Technology and Services
  • Computer Networking
Market Segment
  • 74% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
  • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
  • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
QuoteWerks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Templates
9
Efficiency
8
Time-saving
8
Integrations
7
Cons
Poor Interface Design
4
Complex Setup
3
Dated Interface
2
Expensive
2
Billing Issues
1
View All Pros and Cons
QuoteWerks features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.4
Template Creation and Flexibility
Average: 8.6
8.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Aspire Technologies
Company Website
Year Founded
1993
HQ Location
Orlando, FL
Twitter
@QuoteWerks
1,137 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
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