# Best Proposal Software - Page 3 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 286 ### Category Stats (Jun 2026) - **Average Rating**: 4.49/5 The average rating of products in this category, based on all submitted ratings - **New Reviews This Quarter**: 285 - **Buyer Segments**: Mid-Market 43% │ Small-Business 42% │ Enterprise 15% Represents the distribution of reviewers across all products in this category. - **Top Trending Product**: Dasseti ENGAGE (+3.3%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,100+ Authentic Reviews - 286+ 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. ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,324 reviews) | Fast, template-driven proposals | "[The E-Sign Solution for the Everyday Man](https://www.g2.com/survey_responses/pandadoc-review-7615111)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,230 reviews) | Proposal delivery with sales engagement | "[Easy and efficient document signing platform](https://www.g2.com/survey_responses/getaccept-review-12654643)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,276 reviews) | High-volume RFP and questionnaire responses | "[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)" | | 4 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (883 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 5 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (833 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)" | | 6 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (119 reviews) | Services proposals with recurring pricing | "[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)" | | 8 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)" | | 9 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (241 reviews) | Complex configuration and pricing proposals | "[Streamlined Quoting with Powerful Automation - OCPQ](https://www.g2.com/survey_responses/oracle-cpq-review-11872156)" | | 10 | [Conga Composer](https://www.g2.com/products/conga-composer/reviews) | 4.4/5.0 (834 reviews) | Salesforce-native automated document generation | "[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)" | ## Which Proposal Software Is Best for Your Use Case? - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) ## Which Type of Proposal Software Tools Are You Looking For? - [Proposal Software](https://www.g2.com/categories/proposal) *(current)* - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- **Sponsored** ### 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=058ba950f024c4f1afa6abaab8234a83082a537e889b2c8f6c122e99a596fa6b&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) --- ## Buyer Guide: Key Questions for Choosing Proposal Software Software ### What does proposal software do? When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It’s a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I’ve seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. These advantages help deal teams maintain consistency without adding administrative overhead. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process. Each needs reliable content and streamlined workflows to stay aligned. - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** are designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - **Customizable templates** that maintain brand and messaging continuity. - **Automated pricing tables** and discount controls. - **Content libraries** that reduce repetitive work during proposal creation. - **Collaboration tools** for comments, reviews, and revisions. - **Engagement analytics** that show how prospects interact with documents. - **Integrated e-signatures** for faster close cycles. These features ensure proposals remain accurate, consistent, and aligned with the deal strategy. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category. - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics** are becoming more granular, showing which pages influence buying decisions. ### How should I choose proposal software? For me, the strongest platforms are the ones that help teams create accurate proposals quickly while maintaining brand, pricing, and compliance standards. When those elements work together, proposal software becomes a dependable foundation for efficient, insight-driven deal execution. ### What does proposal software do? When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It's a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I've seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process: - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - Customizable templates that maintain brand and messaging continuity. - Automated pricing tables and discount controls. - Content libraries that reduce repetitive work during proposal creation. - Collaboration tools for comments, reviews, and revisions. - Engagement analytics that show how prospects interact with documents. - Integrated e-signatures for faster close cycles. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category: - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics are becoming more granular** , showing which pages influence buying decisions. --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [QorusDocs](https://www.g2.com/products/qorusdocs/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 166 **Product Description:** QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com ### What Do G2 Reviewers Say About QorusDocs? *AI-generated summary from verified user reviews* **Pros:** - Users find **QorusDocs easy to use** with quick support and convenient template management for proposal writing. - Users find QorusDocs' **document management** capabilities exceptional for organizing and utilizing proposal content effectively. - Users appreciate the **quick and helpful customer support** from QorusDocs, enhancing their overall experience significantly. - Users enjoy the **easy access to organized content** , making document management and retrieval efficient and straightforward. - Users find **QorusDocs' extensive features** exceptionally helpful for proposal content management and document repository needs. **Cons:** - Users find the **limited features** of QorusDocs, like missing search and content reordering, frustrating for their needs. - Users face **bug issues** with QorusDocs that can disrupt operations and prolong support resolutions. - Users note the **complex setup** of QorusDocs, requiring technical expertise and time for effective implementation. - Users experience **slow performance** with QorusDocs, facing delays when opening large content and occasional application hangs. - Users often face **software bugs** with QorusDocs, leading to delays and frustrations during their workflow. #### What Are Recent G2 Reviews of QorusDocs? **"[Well-Designed AI Skills for Fast, Fully Formatted RFP Drafts](https://www.g2.com/survey_responses/qorusdocs-review-12227518)"** **Rating:** 5.0/5.0 stars *— Gordon B.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-12227518) --- **"[QorusDocs helps me to automatize pursuits set up process](https://www.g2.com/survey_responses/qorusdocs-review-10744690)"** **Rating:** 5.0/5.0 stars *— Mariana F.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-10744690) --- #### What Are G2 Users Discussing About QorusDocs? - [What is QorusDocs used for?](https://www.g2.com/discussions/what-is-qorusdocs-used-for) - 1 comment - [What does Qorus do?](https://www.g2.com/discussions/what-does-qorus-do) - 1 comment - [What is Proposal Management Software?](https://www.g2.com/discussions/what-is-proposal-management-software) ### 2. [Better Proposals](https://www.g2.com/products/better-proposals/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 51 **Product Description:** Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams. ### What Do G2 Reviewers Say About Better Proposals? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Better Proposals, praising its intuitive design and seamless integration. - Users value the **design quality** of Better Proposals, enabling professional and dynamic presentation of their video content. - Users love the **dynamic document management** in Better Proposals, which enhances their video content with professional designs. - Users love the **easy creation** feature of Better Proposals, enabling quick setup of beautiful templates for their business. - Users love the **easy integrations** that streamline automation and enhance functionality for their businesses. **Cons:** - Users often face **billing issues** , experiencing payment failures and unhelpful support responses regarding software usage. - Users find the **clunky interface** of Better Proposals frustrating and unintuitive, leading to significant issues in proposal creation. - Users find the **complex setup** challenging, with non-intuitive processes and unresolved payment issues affecting their experience. - Users find the **email issues** with Better Proposals problematic, lacking custom templates and essential integration features. - Users experience a **clunky and glitchy interface** , making proposal creation tedious and frustrating. #### What Are Recent G2 Reviews of Better Proposals? **"[Game-Changer for Automation and Value](https://www.g2.com/survey_responses/better-proposals-review-11971977)"** **Rating:** 5.0/5.0 stars *— Rebekah S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977) --- **"[Combines accepting an agreement with signature and payment in one go](https://www.g2.com/survey_responses/better-proposals-review-12051478)"** **Rating:** 5.0/5.0 stars *— Bunty S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478) --- #### What Are G2 Users Discussing About Better Proposals? - [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for) - [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software) - [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal) ### 3. [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 66 **Product Description:** Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe. ### What Do G2 Reviewers Say About Vendavo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **framework for pricing optimization** in Vendavo, enabling effective management of complex B2B pricing structures. - Users praise Vendavo for its **excellent customer satisfaction** , highlighting effective pricing strategy alignment and reliable support. - Users find Vendavo's **ease of use improves significantly** after initial learning, enhancing pricing and approval processes effectively. - Users find **easy integrations** with SAP advantageous, enhancing data flow and overall functionality of Vendavo. - Users find **Integrations with SAP** to be surprisingly painless, ensuring smooth data flow after initial adjustments. **Cons:** - Users face significant **complexity in implementation** and customization, requiring extensive training and often resulting in frustrating experiences. - Users face **difficult customization** that often leads to high consultancy fees and complex implementation challenges. - Users find the **difficult learning process** challenging, requiring extensive training and causing frustration with the interface and performance. - Users find that **customizing Vendavo can be quite expensive** due to high consultancy fees and complexity of implementation. - Users experience **lagging performance** with Vendavo, especially when managing large datasets or messy data inputs. #### What Are Recent G2 Reviews of Vendavo? **"[Excellent for Pricing Insights and Margin Optimization](https://www.g2.com/survey_responses/vendavo-review-11968271)"** **Rating:** 4.0/5.0 stars *— charlotte s.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-11968271) --- **"[Vendavo PA](https://www.g2.com/survey_responses/vendavo-review-4576703)"** **Rating:** 4.5/5.0 stars *— Vladimir B.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-4576703) --- ### 4. [ScalePad Quoter](https://www.g2.com/products/scalepad-quoter/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 44 **Product Description:** Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. ### What Do G2 Reviewers Say About ScalePad Quoter? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of ScalePad Quoter, making quoting fast, simple, and efficient. - Users laud the **efficient quoting process** of ScalePad Quoter, enabling quick and easy creation and management of quotes. - Users appreciate the **flexible and intuitive templates** in ScalePad Quoter, enhancing efficiency and support experience. - Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience. - Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration. **Cons:** - Users find the **limited customization** of ScalePad Quoter restricts their ability to personalize proposals effectively. - Users find the **missing features** in ScalePad Quoter limit functionality and customization options compared to other tools. - Users experience **poor integration** issues with Stripe and CRM, affecting invoicing and metrics clarity. - Users experience **API integration issues** that affect invoicing and metric accuracy with other tools like Pipedrive. - Users face challenges with **limited contact management capabilities** , including inability to change details after sending and poor CRM integration. #### What Are Recent G2 Reviews of ScalePad Quoter? **"[Quoter saves the day!](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)"** **Rating:** 5.0/5.0 stars *— Kevin C.* [Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471) --- **"[Great quoting software](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)"** **Rating:** 4.0/5.0 stars *— Alex Y.* [Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071) --- #### What Are G2 Users Discussing About ScalePad Quoter? - [What is online quote function?](https://www.g2.com/discussions/quoter-what-is-online-quote-function) - [What is online quote function?](https://www.g2.com/discussions/what-is-online-quote-function) - [What is quotation management system?](https://www.g2.com/discussions/what-is-quotation-management-system) - 1 upvote ### 5. [RocketDocs](https://www.g2.com/products/rocketdocs/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 103 **Product Description:** At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more. ### What Do G2 Reviewers Say About RocketDocs? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective document management** of RocketDocs, enhancing workflow and consolidating information seamlessly. - Users value the **efficient content management** capabilities of RocketDocs, significantly reducing manual workload and enhancing accessibility. - Users appreciate the **robust content library** of RocketDocs, enabling seamless approvals and efficient drafting with AI support. - Users value the **ease of use** of RocketDocs, simplifying questionnaire drafting and content management significantly. - Users commend RocketDocs for its **efficiency in drafting and approving questionnaires** , greatly streamlining their workflows and knowledge base management. **Cons:** - Users find the **inefficient search functionality** of RocketDocs makes navigating large databases frustrating and cumbersome. - Users find the **learning curve intimidating** due to the advanced features and complex navigation in RocketDocs. - Users find the **manual processes for uploads** frustrating, as they prefer automated document handling for efficiency. - Users face **limited filtering capabilities** in RocketDocs, making it difficult to achieve desired results efficiently. - Users find **difficult adjustments** needed for filtering and document generation, leading to challenges in usability and flexibility. #### What Are Recent G2 Reviews of RocketDocs? **"[Efficient Answer Management, Seamless Bulk Updates](https://www.g2.com/survey_responses/rocketdocs-review-12771812)"** **Rating:** 5.0/5.0 stars *— Christian C.* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12771812) --- **"[Easy to Learn and Great for Quickly Finding Proposal Information](https://www.g2.com/survey_responses/rocketdocs-review-12608293)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12608293) --- #### What Are G2 Users Discussing About RocketDocs? - [What are the benefits and drawbacks of using RocketDocs for proposal management, and what features do you find most useful?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-rocketdocs-for-proposal-management-and-what-features-do-you-find-most-useful) - [What is RocketDocs used for?](https://www.g2.com/discussions/what-is-rocketdocs-used-for) ### 6. [Flowcase](https://www.g2.com/products/flowcase/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 26 **Product Description:** Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win. ### What Do G2 Reviewers Say About Flowcase? *AI-generated summary from verified user reviews* **Pros:** - Users find Flowcase **very user friendly** , making CV management easy and enjoyable with great support resources. - Users find Flowcase's **intuitive interface** and features significantly enhance their document management experience. - Users appreciate the **easy integrations** of Flowcase, finding it user-friendly and fluid with other tools. - Users praise the **intuitive interface and powerful automation** of Flowcase, significantly enhancing document management efficiency. - Users love the **intuitive AI technology** of Flowcase, making their experience significantly easier and more efficient. **Cons:** - Users find that some **advanced functions are difficult to learn** , making the initial setup challenging. - Users find that some **advanced functions can be challenging to set up initially** , which may hinder their experience. - Users note potential **integration issues** with external tools, impacting their ability to fully assess the product. - Users note the **limited customization** options in Flowcase, leading to a one-size-fits-all experience. - Users note the **limited template flexibility** in Flowcase, though improvements and communication have since enhanced the experience. #### What Are Recent G2 Reviews of Flowcase? **"[Intuitive and User-Friendly with Powerful Search Functions](https://www.g2.com/survey_responses/flowcase-review-12244713)"** **Rating:** 5.0/5.0 stars *— Rita S.* [Read full review](https://www.g2.com/survey_responses/flowcase-review-12244713) --- **"[Outstanding Experience in Every Way](https://www.g2.com/survey_responses/flowcase-review-11920615)"** **Rating:** 5.0/5.0 stars *— Sven E.* [Read full review](https://www.g2.com/survey_responses/flowcase-review-11920615) --- ### 7. [Fiverr Workspace](https://www.g2.com/products/fiverr-workspace/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 19 **Product Description:** AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sounds like a lot of features. Did we mention they’re all in one place? But what else makes us better than using 8 apps to run your business? Our software intelligently integrates each aspect of business management so you can eliminate inefficiencies across your business. That means proposals and contracts once approved automatically creates your projects. Set up scheduled invoicing for automated invoicing & recurring billing so you are notified when it's time to invoice. It means time tracking that speaks to your projects and invoices, Automated overdue invoice reminders that talk to your task list. It means payments that know to automatically file your income and online payment processing fees as an expense so all your books are in order. Every feature talks to the next so that you can do things faster and focus on the work you love. AND.CO helps with the rest! Yeah, that’s what it means. With less time spent managing the business, you get more time to operate in your genius zone! ### What Do G2 Reviewers Say About Fiverr Workspace? *AI-generated summary from verified user reviews* **Pros:** - Users value the **all-in-one solutions** of Fiverr Workspace, seamlessly integrating proposals, contracts, invoicing, and timekeeping. - Users value the **comprehensive features** of Fiverr Workspace, seamlessly integrating proposals, contracts, invoicing, timekeeping, and financial dashboards. - Users value the **integrated contract management** features of Fiverr Workspace, streamlining proposals, invoicing, and timekeeping. - Users value the **all-in-one software** that seamlessly integrates proposals, contracts, invoicing, timekeeping, and financial dashboards. - Users appreciate the **ease of use** of Fiverr Workspace, benefitting from an all-in-one solution for managing contracts and invoices. **Cons:** - Users face significant **delays** in support and payment processing, undermining the overall reliability of Fiverr Workspace. - Users report **email issues** with Fiverr Workspace, citing slow responses and lack of support compared to previous service. - Users express concerns about the **lack of communication features** , especially the decrease in responsive support since Fiverr's acquisition. - Users express frustration over **limited features** and lack of updates since Fiverr's acquisition of And.co. - Users express frustration over **missing features** in Fiverr Workspace, highlighting a lack of investment and support since the acquisition. #### What Are Recent G2 Reviews of Fiverr Workspace? **"[I use this for everything!](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353)"** **Rating:** 5.0/5.0 stars *— Kayla S.* [Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353) --- **"[AND.CO is an all-in-one essential for business owners!](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365)"** **Rating:** 4.5/5.0 stars *— Verified User in Design* [Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365) --- #### What Are G2 Users Discussing About Fiverr Workspace? - [What is Fiverr Workspace used for?](https://www.g2.com/discussions/what-is-fiverr-workspace-used-for) ### 8. [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews) **Average Rating:** 3.7/5.0 **Total Reviews:** 13 **Product Description:** Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines. ### What Do G2 Reviewers Say About Kaseya Quote Manager? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** in Kaseya Quote Manager, particularly for creating personalized templates. - Users value the **easy integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes. - Users praise Kaseya Quote Manager for its **efficiency** , streamlining the quoting process and integrating smoothly with existing tools. - Users value the **seamless integration** of Kaseya Quote Manager, significantly enhancing their quoting efficiency and daily workflow. - Users commend Kaseya Quote Manager for its **process efficiency** , streamlining quoting and integrating seamlessly with existing tools. **Cons:** - Users are frustrated by the **lack of integration** with AI tools such as Make.com or Zapier, limiting functionality. - Users are frustrated by the **lack of integration** with AI tools like Make.com and Zapier, limiting functionality. - Users find the **poor integration** with AI tools like Make.com or Zapier frustrating and limiting for workflows. #### What Are Recent G2 Reviews of Kaseya Quote Manager? **"[Streamlined, Professional Quotes with Kaseya Quote Manager](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12875693)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12875693) --- **"[Kaseya Quote Manager Streamlines Quoting with a Centralized, Consistent Workflow](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)"** **Rating:** 4.0/5.0 stars *— Darren .* [Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645) --- ### 9. [Tango Agreements](https://www.g2.com/products/tango-agreements/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **Product Description:** Tango automates the contract and payment workflow for fractional executives and small-medium professional services businesses. By bringing the scope, contract, and payment onto a single interactive page, customers spend less time in disputes and following up on payments, giving them back 40% of their time per year. While platforms like Shopify cater to e-commerce stores, professional services businesses have lacked a streamlined solution that allows them to provide their clients with a checkout experience that is not only professional, but also compliant (e.g. IR35, PSI). Tango Agreements makes your professional services business more profitable, scalable and compliant. #### What Are Recent G2 Reviews of Tango Agreements? **"[100% closed contract rate with an accelerated sales cycle!](https://www.g2.com/survey_responses/tango-agreements-review-9914666)"** **Rating:** 5.0/5.0 stars *— Adam D.* [Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9914666) --- **"[Proposals / Contracts made quick & EASY](https://www.g2.com/survey_responses/tango-agreements-review-9828424)"** **Rating:** 5.0/5.0 stars *— Shev W.* [Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9828424) --- ### 10. [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 50 **Product Description:** Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing. ### What Do G2 Reviewers Say About Tacton CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Tacton CPQ, benefiting from smart configuration and seamless integration. - Users value the **easy integrations** of Tacton CPQ, enhancing their experience with seamless connectivity and efficiency. - Users value the **flexibility** of Tacton CPQ, enabling seamless omni-channel experiences across various platforms. - Users value the **implementation ease** of Tacton CPQ, benefiting from seamless integration and smart configuration. - Users value the **seamless integrations** of Tacton CPQ, enhancing their overall efficiency and experience in the sales process. **Cons:** - Users face **dependency issues** with Tacton CPQ, leading to complexities in configuration and usability challenges. - Users find the setup to be **expensive** , which can hinder their ability to adopt Tacton CPQ effectively. - Users struggle with a **steep learning curve** that complicates the initial setup and effective use of Tacton CPQ. - Users find the **limited customization** options of Tacton CPQ restrict their ability to tailor the platform to their needs. - Users find the **poor interface design** of Tacton CPQ frustrating and hampering their overall user experience. #### What Are Recent G2 Reviews of Tacton CPQ? **"[CPQ determines the right product to deliver based on customer needs to solve a problem.](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)"** **Rating:** 4.5/5.0 stars *— Verified User in Food Production* [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-9894241) --- **"[Tacton CPQ](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)"** **Rating:** 5.0/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-10552357) --- #### What Are G2 Users Discussing About Tacton CPQ? - [What is CPQ in manufacturing?](https://www.g2.com/discussions/what-is-cpq-in-manufacturing) - [What does CPQ mean?](https://www.g2.com/discussions/what-does-cpq-mean) - [What is Tacton CPQ?](https://www.g2.com/discussions/what-is-tacton-cpq) - 1 comment ### 11. [Talewind](https://www.g2.com/products/talewind/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 12 **Product Description:** Talewind is a fully managed proposal automation platform designed to assist sales and marketing teams in creating, managing, and delivering effective proposals. This innovative solution caters specifically to modern revenue organizations, integrating robust proposal software with expert support to streamline workflows, maintain brand consistency, and enhance the speed of responses to Requests for Proposals (RFPs). The platform is tailored for a diverse audience, including sales professionals, marketing teams, and business development units across various industries. Talewind provides a centralized and user-friendly interface that enables users to build, manage, and deliver proposals, pitch decks, and contracts in just minutes. A standout feature is the built-in content library, which allows teams to store their best answers, templates, and visuals in an organized manner. This accessibility ensures that users can quickly assemble accurate and professional proposals without the need to start from scratch each time, thereby increasing efficiency. A key differentiator of Talewind is its fully managed service model. Unlike traditional software solutions that require users to handle all aspects of proposal creation and management, Talewind takes on the heavy lifting. From onboarding and content setup to ongoing optimization, Talewind's experts collaborate with teams to establish a scalable and repeatable proposal process. This hands-on approach significantly reduces proposal turnaround times, with customers often experiencing up to an 80% decrease, while also minimizing manual errors in documentation. Additionally, Talewind features integrated Digital Sales Rooms, also known as Showrooms, which enhance the proposal experience. These interactive buyer hubs allow sales teams to share all deal-related content in one location, enabling real-time engagement tracking, identification of key stakeholders, and acceleration of deal velocity. Furthermore, seamless integrations with popular Customer Relationship Management (CRM) systems like Salesforce and HubSpot ensure that every proposal is directly linked to the sales process, enhancing overall efficiency and effectiveness. Talewind equips organizations with the automation, visibility, and expert support necessary to scale their proposal operations confidently. By simplifying the proposal process, it empowers teams to focus on strategic initiatives that drive revenue growth, making it a valuable asset for any organization looking to improve its proposal management capabilities. ### What Do G2 Reviewers Say About Talewind? *AI-generated summary from verified user reviews* **Pros:** - Users find Talewind's **ease of use** exceptional, enhancing document creation and overall user experience significantly. - Users appreciate the **outstanding customer support** of Talewind, noting its responsiveness and effectiveness in addressing needs. - Users love the **easy proposal creation** with Talewind, enabling quick updates and a smoother workflow for teams. - Users find Talewind enhances **efficiency** by streamlining proposal creation and improving overall team collaboration and profitability. - Users value the **presentation quality** of Talewind, enhancing their proposals' professionalism and visual appeal. **Cons:** - Users find the **multi-step approval process and cumbersome editing features** complicate their experience with Talewind. - Users find the **editing features cumbersome** , causing difficulties in making proposals and small changes efficiently. - Users desire **missing features** like AI assistance for text refinement and improved functionality for a seamless experience. - Users experience **auto-saving issues** with Talewind, leading to concerns about losing their work during proposal creation. - Users experience **copy-paste issues** with Talewind, finding it inconvenient to transfer text between platforms. #### What Are Recent G2 Reviews of Talewind? **"[Talewind - Great Proposal Software](https://www.g2.com/survey_responses/talewind-review-11885027)"** **Rating:** 4.5/5.0 stars *— Mike R.* [Read full review](https://www.g2.com/survey_responses/talewind-review-11885027) --- **"[Fast Proposal Generation](https://www.g2.com/survey_responses/talewind-review-11892480)"** **Rating:** 5.0/5.0 stars *— Carlos M.* [Read full review](https://www.g2.com/survey_responses/talewind-review-11892480) --- ### 12. [Ideagen Please Review](https://www.g2.com/products/ideagen-please-review/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 76 **Product Description:** Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down your document review timescales by 65% using Ideagen PleaseReview, giving you more time to work on the things that matter. Cut review costs by 35% by reducing the amount of time spent on them. Wherever you are working, and whether you’re collaborating with colleagues or third parties, Ideagen PleaseReview provides a secure, controlled environment for real-time document review, co-authoring and redaction that handles Word, PDF, PowerPoint, Excel and more. So, you can protect sensitive information and focus on delivering high-quality documents. Ideagen PleaseReview supports teams of 2 to 200+ reviewers simultaneously, enabling fully auditable real-time document collaboration. Integration with Veeva Vault, Intelinotion and other leading quality management and quality control solutions and users can generate audit reports with one click, ensuring transparency and traceability. We offer advanced redaction complying with EMA Policy 70 for managing and processing document redactions. ### What Do G2 Reviewers Say About Ideagen Please Review? *AI-generated summary from verified user reviews* **Pros:** - Users value the **collaborative review feature** , enabling multiple personnel to efficiently review documents simultaneously. - Users love the **team collaboration feature** of Please Review, enabling seamless simultaneous document reviews across departments. - Users highlight the **intuitive and user-friendly interface** of Please Review, making document collaboration effortless. - Users love the **customizability** of Ideagen Please Review, enhancing usability and seamless integration into existing processes. - Users value the **intuitive document management** of Please Review, enhancing collaborative editing and feedback efficiency. **Cons:** - Users find the software **difficult to use** , especially regarding formatting changes and navigating through extensive comments. - Users face **editing issues** such as complicated formatting changes and limited visibility of headers and footers during collaboration. - Users express frustration with the **missing features** in Ideagen Please Review that limit customization and reporting capabilities. - Users struggle with **feature usability** , noting difficulty in navigating the software despite educational resources being available. - Users find **formatting issues** in PleaseReview troublesome, leading to difficulties in navigating documents and comments. #### What Are Recent G2 Reviews of Ideagen Please Review? **"[Simplifying Review Workflows](https://www.g2.com/survey_responses/ideagen-please-review-review-9508385)"** **Rating:** 5.0/5.0 stars *— Verified User in Pharmaceuticals* [Read full review](https://www.g2.com/survey_responses/ideagen-please-review-review-9508385) --- **"[Validation of PleaseReview for Veeva vault integration for a client](https://www.g2.com/survey_responses/ideagen-please-review-review-11523892)"** **Rating:** 4.5/5.0 stars *— Verified User in Pharmaceuticals* [Read full review](https://www.g2.com/survey_responses/ideagen-please-review-review-11523892) --- ### 13. [Pricefx](https://www.g2.com/products/pricefx/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 126 **Product Description:** Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts. ### What Do G2 Reviewers Say About Pricefx? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Pricefx, praising its intuitive interface and seamless integration capabilities. - Users value the **flexibility** of Pricefx, which allows real-time adaptation of pricing strategies for diverse markets. - Users appreciate the **efficiency** of Pricefx, benefiting from a flexible, fast, and scalable pricing solution. - Users value the **seamless integration capabilities** of Pricefx with existing systems, enhancing overall efficiency and functionality. - Users commend Pricefx for its **excellent customer support** , highlighting the proactive and knowledgeable assistance provided by the team. **Cons:** - Users face a **complex implementation** with advanced configurations needing support, and steep learning curves for new users. - Users face a **difficult learning process** with Pricefx, as advanced configurations and workflows can be challenging initially. - Users find the **cost expensive** with additional fees for development and time-consuming feature configuration. - Users note that **feature usability can be confusing** , as important functions are sometimes hard to access within the interface. - Users face **integration issues** with Pricefx, particularly due to complex configurations and an unclear partner ecosystem. #### What Are Recent G2 Reviews of Pricefx? **"[Transformational Pricing Software with Seamless Integration](https://www.g2.com/survey_responses/pricefx-review-12495555)"** **Rating:** 4.5/5.0 stars *— vikas k.* [Read full review](https://www.g2.com/survey_responses/pricefx-review-12495555) --- **"[Comprehensive Pricing Tool with Room for Improvement](https://www.g2.com/survey_responses/pricefx-review-12603753)"** **Rating:** 4.0/5.0 stars *— Varun R.* [Read full review](https://www.g2.com/survey_responses/pricefx-review-12603753) --- #### What Are G2 Users Discussing About Pricefx? - [What is your experience with Pricefx for dynamic pricing, and how has it impacted your business strategy?](https://www.g2.com/discussions/what-is-your-experience-with-pricefx-for-dynamic-pricing-and-how-has-it-impacted-your-business-strategy) - [What is price Optimising system?](https://www.g2.com/discussions/what-is-price-optimising-system) - [What is software pricing?](https://www.g2.com/discussions/pricefx-what-is-software-pricing) ### 14. [Revolear](https://www.g2.com/products/revolear/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 11 **Product Description:** Revolear is an AI-powered Digital Sales Room platform that helps B2B companies automate sales processes and close deals faster. Designed for SaaS, data services, managed services, and professional services, Revolear replaces manual sales tasks with AI-driven automation. Businesses use it to engage prospects, generate proposals, and manage complex deal negotiations efficiently. Who is Revolear for? Revolear is built for B2B companies with complex sales cycles, custom pricing structures, and high-touch deal processes. It is ideal for organizations that want to: • Automate proposal creation, deal structuring, and contract management • Enable self-service B2B sales for smaller deals • Accelerate contract renewals and long-cycle deal nurturing • Improve pricing strategies and contract negotiations with AI-powered automation How Revolear Works Revolear leverages artificial intelligence for sales automation, streamlining the B2B sales cycle with three core AI-driven tools: • DealScript AI – Uses customer inputs to generate accurate, customized proposals and pricing quotes instantly. • DealCraft AI – Provides a no-code platform for structuring complex deals, including pricing, terms, and contract clauses. • AI DealSpace – Creates Digital Sales Rooms where buyers explore solutions, collaborate on proposals, and finalize deals with minimal sales intervention. Key Benefits of Revolear • Multiply Sales Capacity – AI sales agents handle small, specialized, and long-tail deals, freeing up human sales teams. • Reduce Sales Costs – Automates manual sales tasks, reducing the need for additional support staff. • Accelerate Deal Cycles – AI-driven engagement helps customers move through the B2B sales funnel faster. • Enhance the B2B Buying Experience – Buyers interact with a structured, self-guided digital environment that improves conversion rates. • Seamless CRM Integration – Works with Salesforce, HubSpot, and third-party apps via API and Zapier. By digitizing B2B sales and automating deal execution, Revolear helps companies scale revenue, close deals faster, and optimize sales efficiency with AI-powered sales automation. ### What Do G2 Reviewers Say About Revolear? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization capabilities** of Revolear, enabling tailored proposals that meet unique client needs efficiently. - Users appreciate the **efficiency** of Revolear, which streamlines proposals and speeds up the sales process significantly. - Users value the **time-saving efficiency** of Revolear, streamlining the proposal process for enhanced productivity and control. - Users value the **flexibility** of Revolear, enabling customized proposals that meet unique client needs efficiently. - Users appreciate the **customizability** of Revolear, allowing tailored service packages and streamlined proposal processes for each project. **Cons:** - Users note that while Revolear offers **missing key features** , the company is responsive in addressing these gaps. - Users find **limited customization** as a challenge, needing to push for better formatting options in Revolear's features. - Users note some **missing features** in Revolear, but appreciate the company's responsiveness to customer needs. - Users struggle with **eSignature UI** and face challenges transitioning from previous tools to Revolear. #### What Are Recent G2 Reviews of Revolear? **"[Managing and simplifying our proposal and signature process.](https://www.g2.com/survey_responses/revolear-review-10882388)"** **Rating:** 4.5/5.0 stars *— Michael K.* [Read full review](https://www.g2.com/survey_responses/revolear-review-10882388) --- **"[Agreements, project pricing & HubSpot integration – and the UX is awesome too!](https://www.g2.com/survey_responses/revolear-review-10873094)"** **Rating:** 5.0/5.0 stars *— Denizio D.* [Read full review](https://www.g2.com/survey_responses/revolear-review-10873094) --- ### 15. [VisibleThread](https://www.g2.com/products/visiblethread/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 13 **Product Description:** VisibleThread is a full-lifecycle RFP platform designed to support every stage of the bid and contract process - before, during, and after submission. It fits into existing workflows across sales, capture, proposal, and contracts teams, supporting organizations of all sizes without forcing process change. Manual, repetitive work is replaced with intelligence and automation, helping teams move faster while maintaining control, consistency, and quality across complex documents. All insights in VisibleThread are grounded in evidence and fully traceable back to source content. The platform creates a clear, visible thread between AI-powered outputs and the original documents they come from enabling confident decision-making, defensible compliance, and reliable analysis. From opportunity qualification and document comparison to risk identification and quality checks, teams gain actionable insights without relying on black-box AI or manual interpretation. Security is built in, not bolted on. VisibleThread is trusted with highly sensitive, mission-critical content and supports multiple deployment options including private cloud and on-premise to meet a wide range of security and governance requirements. The result is a single, secure platform that improves speed, quality, collaboration, and outcomes, while reducing risk and enabling teams to win more business with confidence. ### What Do G2 Reviewers Say About VisibleThread? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of VisibleThread, quickly generating documents and improving proposal quality with ease. - Users value the **ease of use** of VisibleThread, allowing effortless navigation and efficient document management for all experience levels. - Users value the **tracking capabilities** of VisibleThread, enhancing document accuracy and compliance with ease and efficiency. - Users appreciate the **upload ease** of VisibleThread, enjoying quick document scanning and compliance data generation. - Users value the **user-friendly documentation** of VisibleThread, enhancing their ability to scan and generate compliance data efficiently. **Cons:** - Users note **limited customization** options in VisibleThread, finding it hard to adjust features to specific needs. - Users note the **limited features** of VisibleThread, which restrict usability, especially in language support and customization options. - Users find the **interface not intuitive** , leading to a steep learning curve and reliance on additional resources for assistance. - Users find it frustrating that **bug issues** cause multiple rows for a single paragraph in compliance matrix generation. - Users find a **steep learning curve** for VisibleThread, requiring time to navigate complex terminology effectively. #### What Are Recent G2 Reviews of VisibleThread? **"[Streamline Proposal Management Tasks](https://www.g2.com/survey_responses/visiblethread-review-12037382)"** **Rating:** 5.0/5.0 stars *— Luis F.* [Read full review](https://www.g2.com/survey_responses/visiblethread-review-12037382) --- **"[Effortless Compliance Matrix Creation and Time-Saving Tools](https://www.g2.com/survey_responses/visiblethread-review-12037709)"** **Rating:** 4.5/5.0 stars *— Jean B.* [Read full review](https://www.g2.com/survey_responses/visiblethread-review-12037709) --- #### What Are G2 Users Discussing About VisibleThread? - [What is VT Docs used for?](https://www.g2.com/discussions/what-is-vt-docs-used-for) ### 16. [Ideagen Collaboration Portal](https://www.g2.com/products/ideagen-collaboration-portal/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 139 **Product Description:** Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared. ### What Do G2 Reviewers Say About Ideagen Collaboration Portal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Ideagen Collaboration Portal, benefiting from its simple functionalities and intuitive design. - Users value the **exceptional customer support** from Ideagen, enhancing their overall experience with the platform. - Users find the **easy collaboration** features of Ideagen Collaboration Portal invaluable for efficient teamwork and project management. - Users find the **easy setup** of the Ideagen Collaboration Portal enhances collaboration across diverse stakeholders seamlessly. - Users value the **solid security features** of Ideagen Collaboration Portal, ensuring safe handling of sensitive information. **Cons:** - Users express concerns over **high costs and fees** associated with Ideagen Collaboration Portal, especially regarding customer support charges. - Users mention a **difficult learning** curve for newcomers, making it challenging to navigate the Ideagen Collaboration Portal. - Users face frequent **editing and saving issues** with documents in the Ideagen Collaboration Portal, impacting usability. - Users find the Ideagen Collaboration Portal **expensive and frustrating** due to hidden fees and inadequate customer support. - Users find the **inconvenience of frequent re-logging** and less efficient mobile app frustrating in their workflow. #### What Are Recent G2 Reviews of Ideagen Collaboration Portal? **"[Excellent for managing project documentation and its storage](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)"** **Rating:** 4.5/5.0 stars *— María de Lourdes R.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763) --- **"[Great Collaboration Workspace for Sharing Documents and Planning Projects](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)"** **Rating:** 4.5/5.0 stars *— Carine P.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336) --- #### What Are G2 Users Discussing About Ideagen Collaboration Portal? - [How much does huddle cost?](https://www.g2.com/discussions/how-much-does-huddle-cost) - [What is team huddle?](https://www.g2.com/discussions/what-is-team-huddle) - [How do you use the Huddle app?](https://www.g2.com/discussions/how-do-you-use-the-huddle-app) ### 17. [SmartDocs](https://www.g2.com/products/smartdocs/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **Product Description:** Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track. #### What Are Recent G2 Reviews of SmartDocs? **"[Documents made easier](https://www.g2.com/survey_responses/smartdocs-review-4570374)"** **Rating:** 5.0/5.0 stars *— Dillon C.* [Read full review](https://www.g2.com/survey_responses/smartdocs-review-4570374) --- **"[The easy generation and processing of multi-purpose doc files.](https://www.g2.com/survey_responses/smartdocs-review-4164120)"** **Rating:** 5.0/5.0 stars *— Alison J.* [Read full review](https://www.g2.com/survey_responses/smartdocs-review-4164120) --- #### What Are G2 Users Discussing About SmartDocs? - [What is SmartDocs used for?](https://www.g2.com/discussions/what-is-smartdocs-used-for) ### 18. [RevOps](https://www.g2.com/products/revops-inc-revops/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 31 **Product Description:** RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. \*\*\*Collaborate, Price, Quote\*\*\* Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals \*\*\*"The Way a Quoting Tool Should Be"\*\*\* An agreement builder that your reps will actually use. How novel! -Built with the end-user in mind -Easy amendments = greater LTV -Flexibility with terms and SKUs \*\*\*Smarter, Faster Decision Making\*\*\* Create a scalable process with guardrails, templates, approval workflows, and more. -Customizable templates -Guardrails -Approval Workflows ### What Do G2 Reviewers Say About RevOps? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **streamlined QTC process** of RevOps, enhancing speed and accuracy in order management. - Users appreciate the **automation** of the QTC process in RevOps, enhancing efficiency and data accuracy significantly. - Users value the **seamless connectivity** of RevOps, making processes efficient and data accurate throughout the workflow. - Users appreciate the **streamlined contract management** in RevOps, enhancing efficiency and trust in the process. - Users appreciate the **seamless CRM integration** of RevOps, enhancing order creation and data accuracy significantly. **Cons:** - Users report **serious bug issues** since the Maxio acquisition, causing significant disruptions and lack of adequate support. - Users are frustrated by the **downtime issues** with RevOps, reporting critical bugs and poor support response times. - Users report **inadequate AI performance** , leading to frustrating delays in support resolution and persistent bugs affecting operations. - Users desire **insufficient analytics** in RevOps, wanting more flexible templates and detailed reporting capabilities. - Users desire more **flexibility in templates and modules** and improved reporting capabilities in RevOps. #### What Are Recent G2 Reviews of RevOps? **"[Easy to use CPQ for busy reps](https://www.g2.com/survey_responses/revops-review-10491681)"** **Rating:** 4.5/5.0 stars *— Verified User in Public Safety* [Read full review](https://www.g2.com/survey_responses/revops-review-10491681) --- **"[Seamless Data Sync to HubSpot](https://www.g2.com/survey_responses/revops-review-12595200)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/revops-review-12595200) --- ### 19. [Revv](https://www.g2.com/products/revv-revv/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 45 **Product Description:** Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process #### What Are Recent G2 Reviews of Revv? **"[Review for Revv](https://www.g2.com/survey_responses/revv-review-6655282)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/revv-review-6655282) --- **"[What a great product!](https://www.g2.com/survey_responses/revv-review-5180735)"** **Rating:** 5.0/5.0 stars *— Arezou Z.* [Read full review](https://www.g2.com/survey_responses/revv-review-5180735) --- #### What Are G2 Users Discussing About Revv? - [What is Revv used for?](https://www.g2.com/discussions/what-is-revv-used-for) ### 20. [Bidsketch](https://www.g2.com/products/bidsketch/reviews) **Average Rating:** 3.6/5.0 **Total Reviews:** 11 **Product Description:** Web app used by freelancers, consultants, and agencies to create professional looking proposals in minutes. #### What Are Recent G2 Reviews of Bidsketch? **"[Great tool to create and share proposals. ](https://www.g2.com/survey_responses/bidsketch-review-2367304)"** **Rating:** 5.0/5.0 stars *— Zane A. P.* [Read full review](https://www.g2.com/survey_responses/bidsketch-review-2367304) --- **"[An Easy to Use Reasonable Price Proposal Solution!](https://www.g2.com/survey_responses/bidsketch-review-3224909)"** **Rating:** 4.0/5.0 stars *— L. P.* [Read full review](https://www.g2.com/survey_responses/bidsketch-review-3224909) --- #### What Are G2 Users Discussing About Bidsketch? - [What is Bidsketch used for?](https://www.g2.com/discussions/what-is-bidsketch-used-for) ### 21. [Proposable](https://www.g2.com/products/proposable/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 74 **Product Description:** Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process. ### What Do G2 Reviewers Say About Proposable? *AI-generated summary from verified user reviews* **Pros:** - Users find Proposable easy to navigate, appreciating the **user-friendly interface** that simplifies the learning process. - Users find the **navigation ease** of Proposable to be intuitive and user-friendly for quick learning. **Cons:** - Users experience **slow performance** with Proposable, especially during deadlines, leading to frustration and the search for alternatives. - Users are frustrated by the **frequent downtime and lack of updates** , prompting many to seek alternative solutions. #### What Are Recent G2 Reviews of Proposable? **"[Best of the Best](https://www.g2.com/survey_responses/proposable-review-2056644)"** **Rating:** 5.0/5.0 stars *— Grant G.* [Read full review](https://www.g2.com/survey_responses/proposable-review-2056644) --- **"["A real excellent program pertaining to business expansion](https://www.g2.com/survey_responses/proposable-review-3568872)"** **Rating:** 4.0/5.0 stars *— NANDANI S.* [Read full review](https://www.g2.com/survey_responses/proposable-review-3568872) --- ### 22. [ResponsiBid](https://www.g2.com/products/responsibid/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 11 **Product Description:** It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid allows you to quickly build proposals in any service field, particularly carpet cleaning, window cleaning, pressure washing, window tinting, and solar panel cleaning... but the custom items area will allow you to build a proposal for anything you can imagine. ResponsiBid then automates the follow-up and aggregates the data so that you know where you are getting the best leads and customers. Some of our features include: - Proposal total customization - Price floors for certain geographic and/or building sizes - Automatic trip charge inclusion - "Call screen" inputting of callers allows you to either give anonymous bids, quickly find existing customers, or start a bid to be finished later - Pricing adjustment in any conceivable way - Commercial or residential bids - Full reporting on all quotes over time periods - Automated follow-up or follow-up reminders to admin users to make phone call follow-ups - Website integration for leads to get instant quotes-- or to begin a quote - Block competitors from getting quotes on the website - CRM integration allows your quotes to generate prospect profiles in your customer management software - A bidding hub that puts all prospects into an actionable sequence ### What Do G2 Reviewers Say About ResponsiBid? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **effective client communication** through email and text notifications, enhancing customer engagement. - Users value the **effective communication** through emails and texts that ResponsiBid provides for customer engagement. **Cons:** - Users often face **calendar job importance issues** , leading to confusion and affecting scheduling efficiency with ResponsiBid. - Users face **data management issues** with ResponsiBid, as jobs can occasionally be miscalendared, causing confusion. #### What Are Recent G2 Reviews of ResponsiBid? **"[Great software for automated sales](https://www.g2.com/survey_responses/responsibid-review-4315002)"** **Rating:** 5.0/5.0 stars *— John C.* [Read full review](https://www.g2.com/survey_responses/responsibid-review-4315002) --- **"[The software can help me track and win more jobs](https://www.g2.com/survey_responses/responsibid-review-8406168)"** **Rating:** 5.0/5.0 stars *— Tyler W.* [Read full review](https://www.g2.com/survey_responses/responsibid-review-8406168) --- #### What Are G2 Users Discussing About ResponsiBid? - [What is ResponsiBid used for?](https://www.g2.com/discussions/what-is-responsibid-used-for) - 1 comment ### 23. [Fresh Proposals](https://www.g2.com/products/fresh-proposals/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 18 **Product Description:** Fresh Proposals is an advanced online proposal management platform designed to streamline the creation, customization, and tracking of business proposals. It empowers sales teams and professionals to craft visually appealing proposals efficiently, enhancing client engagement and increasing the likelihood of deal closures. Key Features and Functionality: - Customizable Templates: Access a variety of professionally designed templates that are fully customizable to align with your brand identity and specific client needs. - Drag-and-Drop Editor: Utilize an intuitive editor to add and arrange elements such as text boxes, images, videos, pricing tables, and e-signature fields, facilitating the creation of engaging proposals without technical expertise. - Interactive Pricing Tables: Incorporate dynamic pricing tables that allow clients to select services, adjust quantities, and view real-time pricing updates, simplifying the negotiation process. - E-Signatures: Enable clients to sign proposals electronically, expediting the approval process and reducing the need for physical documentation. - Proposal Analytics: Gain insights into client interactions with your proposals, including views, time spent on each section, and acceptance rates, allowing for data-driven improvements. - Content Library: Save frequently used sections, fees, and content blocks to a library for easy reuse, ensuring consistency and efficiency across multiple proposals. - Automated Workflows: Implement internal review and approval workflows to streamline the proposal process within your organization, reducing bottlenecks and ensuring quality control. - Integration Capabilities: Connect with various applications through integrations, enhancing functionality and aligning with existing workflows. Primary Value and Solutions Provided: Fresh Proposals addresses common challenges in the proposal process by offering tools that enhance efficiency, professionalism, and client engagement. By automating repetitive tasks, providing insightful analytics, and facilitating seamless collaboration, it enables businesses to create compelling proposals that stand out, ultimately leading to higher conversion rates and increased revenue. ### What Do G2 Reviewers Say About Fresh Proposals? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional and responsive customer support** from Fresh Proposals, enhancing their overall experience significantly. - Users value the **easy creation** of proposals with Fresh Proposals, benefiting from fast support and dynamic customization. - Users value the **dynamic customization** of Fresh Proposals, which simplifies creating personalized, data-driven documents efficiently. - Users value the **ease of use** of Fresh Proposals, facilitating quick onboarding and efficient proposal creation. - Users value the **easy integrations** of Fresh Proposals, enhancing automation and customization in their proposal processes. **Cons:** - Users find the **proposal editor's auto-snap feature** can misalign elements, though it can be disabled if needed. - Users find that **layout issues** can lead to frustration, particularly when adding pages or continuing content smoothly. - Users find **limited customization options** as a barrier, especially when their needs grow beyond the system's capabilities. - Users experience **slow performance** with Fresh Proposals, especially when scaling beyond the system's capabilities. #### What Are Recent G2 Reviews of Fresh Proposals? **"[Fresh proposals helped us get to the next level](https://www.g2.com/survey_responses/fresh-proposals-review-11755189)"** **Rating:** 4.0/5.0 stars *— Megan M.* [Read full review](https://www.g2.com/survey_responses/fresh-proposals-review-11755189) --- **"[Streamlines my entire proposal system](https://www.g2.com/survey_responses/fresh-proposals-review-11748155)"** **Rating:** 5.0/5.0 stars *— Cevan L.* [Read full review](https://www.g2.com/survey_responses/fresh-proposals-review-11748155) --- ### 24. [SCOPE Better](https://www.g2.com/products/scope-better/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 16 **Product Description:** Is pricing a problem for your business? It can often be a complex, time consuming and inefficient task. Quoting often relies on inconsistent, scattered data filled with blind spots - there is no single point of truth. At SCOPE Better we call this The Pricing Problem and it's EXACTLY what we solve. We help professional services businesses turn pricing into a superpower by giving them the control and visibility needed to ensure their teams give the right price every single time. ### What Do G2 Reviewers Say About SCOPE Better? *AI-generated summary from verified user reviews* **Pros:** - Users find SCOPE Better's **ease of use** enhances efficiency in creating and managing SOWs effortlessly. - Users commend the **exceptional customer support** at SCOPE Better, highlighting responsiveness and helpfulness throughout their experience. - Users value the **efficient document management** of SCOPE Better, ensuring consistency and easy access to past estimates. - Users value the **easy setup** of SCOPE Better, appreciating the smooth integration and exceptional customer support provided. - Users value the **efficiency improvement** of SCOPE Better, enhancing consistency and collaboration across project scoping. **Cons:** - Users are frustrated by the **missing features** , including lack of an undo option and limited export capabilities. - Users feel a **lack of customization** limits their ability to tailor pricing and project setups effectively. - Users report consistent **bug issues** that lead to incorrect outputs and frustrating glitches within SCOPE Better. - Users face **data management issues** with SCOPE Better, struggling with deliverables and lacking features like version history. - Users find the **limited customization** options restrictive, struggling to adapt to unique project needs effectively. #### What Are Recent G2 Reviews of SCOPE Better? **"[Finally a tool that helps me productize our service offerings](https://www.g2.com/survey_responses/scope-better-review-9566791)"** **Rating:** 5.0/5.0 stars *— Michael C.* [Read full review](https://www.g2.com/survey_responses/scope-better-review-9566791) --- **"[Scope Better and why we use it at Solvit](https://www.g2.com/survey_responses/scope-better-review-9801139)"** **Rating:** 4.5/5.0 stars *— Ingo R.* [Read full review](https://www.g2.com/survey_responses/scope-better-review-9801139) --- ### 25. [DeepStream Technologies](https://www.g2.com/products/deepstream-technologies/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 23 **Product Description:** With DeepStream you can finally save your procurement team from wasting their time running source to contract processes using manual tools, and get them back to strategic work that will add business value. As a best-of-breed e-sourcing platform, we are poised to help teams move from business requirements to awarding suppliers and managing contracts - plan your RFx processes and invite, assess and negotiate with suppliers all within our cloud-based platform. Everything you need for your sourcing process: Pre-Qualification Build custom supplier onboarding questionnaires and engage confidently with the right suppliers every time. RFx Standardize your Requests, keep your communication in one place and evaluate your suppliers with ease. eAuctions Save hours of negotiation time – and reduce your spend significantly – by inviting suppliers to compete online, in real-time. Contract Management Create contracts from your awarded RFx and experience efficient and auditable source-to-contract processes. Management Reporting Actionable and informative insights on your RFx processes – enabling you to make informed sourcing decisions. AI Supplier Discovery Tell us your requirements, hit search and explore a list of new suppliers in just minutes. Integrations Fast, cost effective and resilient, we make integrations easy – and can integrate into any modern software. Get ready to simplify your source to contract processes enabling you to save time, reduce spend and transact with confidence. ### What Do G2 Reviewers Say About DeepStream Technologies? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **excellent customer support** from DeepStream, ensuring a smooth and effective experience. - Users find the platform **intuitive** and appreciate the prompt support from the Deepstream team during setup and training. - Users commend the **user-friendly experience** of DeepStream, appreciating the efficiency it brings to their projects. - Users commend the **efficiency** of DeepStream, appreciating its professional setup and user-friendly platform for tendering. - Users commend the **user-friendly interface** of DeepStream, facilitating an efficient and pleasant tendering experience. #### What Are Recent G2 Reviews of DeepStream Technologies? **"[Effortless Bidding and Comparison with DeepStream](https://www.g2.com/survey_responses/deepstream-technologies-review-12572199)"** **Rating:** 5.0/5.0 stars *— Christie R.* [Read full review](https://www.g2.com/survey_responses/deepstream-technologies-review-12572199) --- **"[Implementation of Deepstream - Offshore Wind Developer](https://www.g2.com/survey_responses/deepstream-technologies-review-11733774)"** **Rating:** 5.0/5.0 stars *— Verified User in Renewables & Environment* [Read full review](https://www.g2.com/survey_responses/deepstream-technologies-review-11733774) --- #### What Are G2 Users Discussing About DeepStream Technologies? - [What is DeepStream Technologies used for?](https://www.g2.com/discussions/what-is-deepstream-technologies-used-for) ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## How Do You Choose the Right Proposal Software? ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route. --- ## What Are the Most Common Questions About Proposal Software? ### How can proposal software improve my team's efficiency? Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement. ### How do I evaluate the ROI of investing in proposal software? To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI. ### How do pricing models vary across different proposal software solutions? Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market. ### How do proposal software solutions handle compliance and security? Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software. ### How do user reviews reflect the reliability of proposal software? User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings. ### How scalable is proposal software for growing businesses? Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions. ### What are common user experiences with proposal software? Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality. ### What are the best practices for implementing proposal software in my organization? To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes. ### What are the key features to look for in proposal software? Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation. ### What are the most common use cases for proposal software? Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals. ### What integrations should I consider for my proposal software? When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration. ### What support options are typically available for proposal software users? Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others.