# Best Proposal Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Proposal category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Proposal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Proposal category. In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Small Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## 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 (3,417 reviews) | Fast, template-driven proposals | "[Intuitive, Reliable Document Workflows with Strong Integrations](https://www.g2.com/survey_responses/pandadoc-review-13054495)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,246 reviews) | Proposal delivery with sales engagement | "[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,298 reviews) | High-volume RFP and questionnaire responses | "[Effortless RFP Management, Clean and Simple Interface](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)" | | 4 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (246 reviews) | Complex configuration and pricing proposals | "[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)" | | 5 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (895 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 6 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (834 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)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (121 reviews) | Services proposals with recurring pricing | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 8 | [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)" | | 9 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,656 reviews) | — | "[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)" | --- ## What Are the Most Common Questions About Proposal Software? *AI-generated · Last updated: May 26, 2026* ### What most trusted Proposal by sales leaders based on verified user reviews. and key capabilities? Based on G2 reviews, sales teams most often describe proposal software they trust in terms of speed, consistency, and visibility after sending documents. According to verified users, products in this category help teams build proposals from templates, track when buyers open documents, manage approvals, and collect signatures without switching between multiple tools. G2 reviewers mention that strong proposal software also supports CRM integrations, reusable content libraries, and easier collaboration between sales and operations. In recent reviews, PandaDoc is the most frequently mentioned product among eligible options, with users repeatedly highlighting proposal creation speed, template reuse, tracking, and signing workflows that help teams move deals forward. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11856586) – used for fast proposal creation, template reuse, document tracking, and e-signature workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12859481) – helps sales teams create offers quickly, track engagement, and simplify digital signing - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12868863) – supports interactive proposals, customizable templates, and client-friendly presentation experiences ### What best Proposal platforms enabling tracking of engagement metrics and acceptance rates. that deliver strong? Based on G2 reviews, buyers looking for proposal software with engagement tracking should prioritize products that show when documents are opened, what sections prospects spend time on, and when signatures or approvals are completed. According to verified users, these capabilities help sales teams time follow-ups better and keep proposals moving without guesswork. G2 reviewers mention that strong platforms in this area also combine tracking with templates, digital signatures, and easier collaboration so proposal activity is tied directly to execution. Across recent reviews, PandaDoc, GetAccept, and Qwilr are the products most often associated with document visibility, buyer engagement signals, and smoother proposal workflows for sales teams. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11819301) – gives teams visibility into customer views and proposal activity to support sales follow-up - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12681948) – offers real-time engagement tracking so teams can see opens, interactions, and signing progress - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12739009) – helps teams track proposal views and partner engagement while standardizing proposal delivery ### Which Proposal tools include templates and workflows that actually help close deals? Based on G2 reviews, PandaDoc stands out here because verified users repeatedly connect its templates and workflow features to faster proposal delivery, easier collaboration, and quicker signatures. According to verified users, proposal tools that help close deals usually combine reusable templates, content blocks or libraries, reminders, approval flow support, and simple signing steps in one process. G2 reviewers mention that these features reduce manual rework, keep content consistent, and make it easier for reps to personalize proposals without rebuilding them every time. Recent reviews also highlight that effective workflows matter most when they shorten handoffs between sales, reviewers, and customers while keeping document status visible. ### What top Proposal vendors offering integrated e-signature and approval workflow automation. and key capabilities? Based on G2 reviews, leading proposal vendors with integrated e-signature and approval workflow automation help teams move from draft to signed agreement in one system. According to verified users, the most valued capabilities include proposal creation, reusable templates, approval routing, digital signatures, payment collection or invoicing support, and visibility into document status. G2 reviewers mention that these tools reduce manual handoffs, keep records centralized, and help sales, finance, and operations stay aligned during the quote-to-signature process. In recent category reviews, PandaDoc, GetAccept, and Qwilr are repeatedly associated with all-in-one proposal creation, signing, and workflow support that helps organizations keep deals moving. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12719243) – supports electronic quoting, document tracking, certification, and standardized workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12654643) – combines proposal sending, tracking, notifications, and e-signatures in one workflow - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12701678) – connects proposal presentation with signatures and payments to speed deal completion ### What highest rated Proposal for reducing proposal cycle time and improving closure rates? Based on G2 reviews, PandaDoc is the strongest fit for this need because users consistently describe faster proposal creation, quicker sending, and easier signing as key benefits. According to verified users, reducing proposal cycle time usually comes from reusable templates, auto-filled or standardized content, smoother collaboration, reminders, and built-in tracking after documents are sent. G2 reviewers mention that these features help sales teams avoid rebuilding proposals, reduce back-and-forth, and keep customer momentum high. Reviews also connect visibility into opens and signatures with better follow-up timing, which supports stronger close outcomes. For teams prioritizing speed from draft to signed document, recent review themes point most clearly to PandaDoc. ### Which Proposal solutions effectively prevent version confusion and lost opportunities for your organization and specific needs? Based on G2 reviews, solutions that reduce version confusion tend to centralize proposal content, keep one active document source, and make collaboration visible across teams. According to verified users, the biggest pain points before adopting proposal software were scattered files, duplicate edits, outdated content, and manual back-and-forth between sales and reviewers. G2 reviewers mention that tools with shared templates, tracked revisions, content libraries, and in-platform collaboration help teams avoid sending the wrong version or missing follow-up moments. Recent reviews especially emphasize PandaDoc for centralized proposal creation and editing, Qwilr for maintaining one linked proposal version, and GetAccept for keeping communication, offers, and signing activity together in one workflow. ### What most reliable Proposal software based on reviews from sales teams and operations? Based on G2 reviews, reliability in proposal software is usually defined by consistent daily use, easy adoption across sales and operations, and fewer breakdowns between quoting, approvals, and signing. According to verified users, reliable tools help teams create documents quickly, maintain content consistency, track proposal status, and keep customer actions visible without constant manual intervention. G2 reviewers mention that products feel most dependable when they are straightforward to use, integrate into existing workflows, and support both internal collaboration and external customer signing. In the recent review set, PandaDoc, GetAccept, and Qwilr appear most often in reliability-related feedback tied to proposal execution, visibility, and team efficiency. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12579427) – keeps proposal creation, sending, tracking, and signing organized in one place - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12682321) – praised for smooth onboarding, a clear dashboard, and reliable proposal workflow support - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12068746) – helps teams deliver polished, consistent proposals while reducing formatting and workflow overhead ### Which Proposal software handles complex configurations with multiple products and pricing for your organization and specific needs? Based on G2 reviews, proposal software that handles more complex product and pricing scenarios usually combines configurable templates, pricing tables, reusable product content, and stronger quote structure controls. According to verified users, these capabilities matter when teams need to manage bundles, multiple vendor lists, itemized pricing, or project options without rebuilding proposals manually. G2 reviewers mention PandaDoc for compiling pricing with terms and keeping standard content current, Qwilr for customizable quote structures and buyer-selectable options, and QuoteWerks for centralized product, pricing, and bundle management in more detailed quoting workflows. Buyers with more layered quoting needs should look for products that keep product data organized while still making proposals client-friendly. ### How Proposal software that measurably reduces the time from initial quote to send? Based on G2 reviews, proposal software reduces time from initial quote to send by removing repetitive drafting, centralizing pricing and content, and making documents easier to assemble from templates. According to verified users, the biggest time savings come from predefined templates, reusable content blocks, automatic reminders, quote duplication, and integrations that pull information from existing systems. G2 reviewers mention that these features let teams move from customer conversation to proposal delivery much faster, especially when they no longer need to juggle spreadsheets, word processors, and separate signing tools. Across recent reviews, PandaDoc, Qwilr, and QuoteWerks are repeatedly linked to faster quote preparation and smoother quote-to-send workflows. ### What are the best Proposal software platforms designed specifically for sales teams? Based on G2 reviews, the best proposal software platforms for sales teams are the ones that make it easier to create polished proposals fast, track buyer engagement, and move directly into approval or signature steps. According to verified users, sales-focused platforms stand out when they combine templates, CRM-connected workflows, visibility into document activity, and simple collaboration between reps and supporting teams. G2 reviewers mention that sales teams value tools that help them stay consistent while still personalizing offers for each buyer. In the recent review data, PandaDoc, GetAccept, and Qwilr are the most consistently mentioned platforms for sales-driven proposal creation, engagement tracking, and closing workflows. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12678944) – supports sales teams with tailored proposals, content libraries, and streamlined quoting workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12683567) – helps sales teams present, track, and close deals with engagement visibility - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12708455) – speeds proposal creation for sales teams with reusable blocks and CRM-connected workflows ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 290 ### Category Stats (Jul 2026) - **Average Rating**: 4.51/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Steerlab (+1.44%) - Among all products in this category, Steerlab recorded the largest rating increase compared to last month *Last updated: July 05, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,400+ Authentic Reviews - 290+ 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. ## Which Proposal Software Is Best for Your Use Case? - **Best for Small Businesses:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Mid-Market:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Enterprise:** [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - **Highest User Satisfaction:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### RoomSketcher RoomSketcher is the leading floor plan software, designed to make it easy to create and share accurate, high-quality floor plans. Create RoomSketcher floor plans in five ways. 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[PandaDoc](https://www.g2.com/products/pandadoc/reviews) PandaDoc is an all-in-one document management platform trusted by 50,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,417 **How Do G2 Users Rate PandaDoc?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind PandaDoc?** - **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc) - **Company Website:** https://www.pandadoc.com - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @pandadoc (18,428 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2211704/ (895 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 68% Small-Business, 26% Mid-Market #### What Are PandaDoc's Pros and Cons? **Pros:** - Ease of Use (718 reviews) - Document Management (353 reviews) - Simple (337 reviews) - Intuitive (307 reviews) - E-Signatures (304 reviews) **Cons:** - Missing Features (120 reviews) - Expensive (109 reviews) - Signature Issues (106 reviews) - Difficult Editing (98 reviews) - Editing Difficulty (87 reviews) ### What Do G2 Reviewers Say About PandaDoc? *AI-generated summary from verified user reviews* **Pros:** - Users find **ease of use** in PandaDoc's navigation and setup, enhancing efficiency for long-distance client signing. - Users value the **intuitive document management** features of PandaDoc, enhancing workflow efficiency and ensuring secure approvals. - Users love PandaDoc's **intuitive editing tools** and seamless e-signatures, enhancing workflow efficiency and document management. - Users love the **intuitive interface** of PandaDoc, finding it easy to navigate and streamline their workflow efficiently. - Users appreciate the **ease of use** of PandaDoc, enhancing the signing experience for both creators and clients. **Cons:** - Users are frustrated by the **missing features** like document expiration controls and horizontal cell merging. - Users find PandaDoc **expensive** , especially for online form submissions, making it challenging for small teams to justify cost. - Users struggle with **signature issues** , finding it unclear how to use personal signatures and facing functionality limitations. - Users experience **difficult editing** with PandaDoc, facing issues with skipping sections and clunky design adjustments. - Users face **editing difficulties** in PandaDoc, with clunky table formatting and challenges in making real-time changes. #### What Are Recent G2 Reviews of PandaDoc? **"[Intuitive, Reliable Document Workflows with Strong Integrations](https://www.g2.com/survey_responses/pandadoc-review-13054495)"** **Rating:** 4.0/5.0 stars *— Cecilia R.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-13054495) --- **"[Effective for Document Tracking, but Needs Improvements](https://www.g2.com/survey_responses/pandadoc-review-11792847)"** **Rating:** 4.5/5.0 stars *— Iris J.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11792847) --- #### What Are G2 Users Discussing About PandaDoc? - [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments - [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments - [How much does PandaDoc cost?](https://www.g2.com/discussions/how-much-does-pandadoc-cost) - 2 comments - [Is PandaDoc really free?](https://www.g2.com/discussions/is-pandadoc-really-free) - 3 comments ### 2. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. **Average Rating:** 4.9/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Anchor?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Anchor?** - **Seller:** [Anchor](https://www.g2.com/sellers/anchor) - **HQ Location:** New York, US - **Twitter:** @Say_anchor_ (169 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anchor-pay/ (117 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Consulting - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are Anchor's Pros and Cons? **Pros:** - Time-saving (30 reviews) - Ease of Use (24 reviews) - Automation (18 reviews) - Efficiency (16 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (8 reviews) - Processing Delays (6 reviews) - Limited Customization (5 reviews) - Steep Learning Curve (5 reviews) - Delays (4 reviews) ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **time-saving automation** of Anchor, simplifying billing and client proposal management effortlessly. - Users appreciate the **ease of use** of Anchor, finding it straightforward and efficient for both themselves and clients. - Users value the **automation of billing** in Anchor, eliminating the need to chase payments and streamlining processes. - Users praise the **efficiency** of Anchor, which streamlines processes and saves significant time in managing proposals and billing. - Users praise the **flexibility** of Anchor, streamlining proposals and billing while enhancing professionalism and efficiency. **Cons:** - Users feel that **payment issues** remain a concern, particularly around creating flexible payment plans for large projects. - Users notice **processing delays** have improved, yet express a desire for quicker next-day funding options. - Users express a need for greater **customization options** in Anchor, feeling limited by the system's constraints. - Users note a **steep learning curve** with Anchor, requiring time and effort to become proficient in its use. - Users note a **persistent delay in payouts** , especially for ACH payments, despite recent improvements in funding speed. #### What Are Recent G2 Reviews of Anchor? **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- **"[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)"** **Rating:** 4.5/5.0 stars *— Jennifer H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12951275) --- ### 3. [Qwilr](https://www.g2.com/products/qwilr/reviews) Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/ **Average Rating:** 4.6/5.0 **Total Reviews:** 895 **How Do G2 Users Rate Qwilr?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Qwilr?** - **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr) - **Company Website:** https://qwilr.com - **Year Founded:** 2014 - **HQ Location:** Redfern, New South Wales - **Twitter:** @Qwilr (2,506 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5173204/ (103 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small-Business, 16% Mid-Market #### What Are Qwilr's Pros and Cons? **Pros:** - Ease of Use (99 reviews) - Simple (53 reviews) - Customer Support (50 reviews) - Templates (50 reviews) - Easy Setup (49 reviews) **Cons:** - Limited Customization (26 reviews) - Difficult Editing (18 reviews) - Missing Features (18 reviews) - Integration Issues (17 reviews) - Limited Features (16 reviews) ### What Do G2 Reviewers Say About Qwilr? *AI-generated summary from verified user reviews* **Pros:** - Users find Qwilr's platform **easy to use** , thanks to its user-friendly interface and helpful drag-and-drop features. - Users love the **professional and visually impressive proposals** Qwilr helps create, enhancing client interaction and experience. - Users appreciate the **responsive support team** of Qwilr, making it easy to get help whenever needed. - Users love the **visual templates** of Qwilr, enhancing proposals and documents with stunning, interactive designs. - Users love the **easy setup** of Qwilr, enabling the creation of professional and interactive proposals effortlessly. **Cons:** - Users find the **limited customization options** frustrating, facing challenges with formatting and layout control in Qwilr. - Users find the **difficult editing** experience frustrating due to limitations in text edits and drag-and-drop functionality. - Users face **missing features** such as real-time Salesforce syncing and limited integration options, impacting usability and flexibility. - Users face **integration issues** with Qwilr, particularly with HubSpot and QuickBooks, affecting their overall satisfaction. - Users find the **limited formatting options** in Qwilr restricting, impacting their design flexibility and usability. #### What Are Recent G2 Reviews of Qwilr? **"[Flexible Drag-and-Drop Proposals, Great HubSpot Integration, and Stellar Support](https://www.g2.com/survey_responses/qwilr-review-12950377)"** **Rating:** 5.0/5.0 stars *— Ryan P.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12950377) --- **"[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)"** **Rating:** 4.5/5.0 stars *— Erik S.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-6913855) --- #### What Are G2 Users Discussing About Qwilr? - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ### 4. [Ignition](https://www.g2.com/products/ignition/reviews) From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Ignition?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Ignition?** - **Seller:** [Ignition](https://www.g2.com/sellers/ignition) - **Company Website:** https://www.ignitionapp.com/ - **Year Founded:** 2013 - **HQ Location:** Chippendale, Australia - **Twitter:** @ignitionapp (11,259 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2602590/ (330 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Director - **Top Industries:** Accounting, Marketing and Advertising - **Company Size:** 89% Small-Business, 3% Mid-Market #### What Are Ignition's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Customer Support (36 reviews) - Easy Setup (33 reviews) - Time-saving (31 reviews) - Efficiency (30 reviews) **Cons:** - Expensive (16 reviews) - Learning Curve (9 reviews) - Limited Customization (9 reviews) - Missing Features (9 reviews) - Payment Issues (9 reviews) ### What Do G2 Reviewers Say About Ignition? *AI-generated summary from verified user reviews* **Pros:** - Users find Ignition to be **extremely easy to use** , simplifying tasks like template creation and payment processing. - Users find the **customer support** of Ignition extremely helpful, providing thorough assistance and quick responses to issues. - Users find the **easy setup** of Ignition impressive, with support staff providing exceptional assistance throughout the process. - Users appreciate the **time-saving features** of Ignition, streamlining processes and reducing manual admin tasks significantly. - Users praise Ignition for its **efficiency** in streamlining proposals, invoicing, and improving client interactions effortlessly. **Cons:** - Users find the **pricing to be high** , making it challenging to justify the monthly subscription costs. - Users experience a **considerable learning curve** with Ignition, making it challenging to fully utilize its features. - Users note the **limited customization** options in Ignition, which restrict flexibility in adapting the platform to needs. - Users feel the lack of **seamless integration for change orders** and other essential features limits their productivity. - Users find the **payment issues** challenging, particularly due to high subscription costs and processing fees. #### What Are Recent G2 Reviews of Ignition? **"[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)"** **Rating:** 4.5/5.0 stars *— Angela K.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) --- **"[Streamlined Client Onboarding with Professional Ease](https://www.g2.com/survey_responses/ignition-review-12240231)"** **Rating:** 4.0/5.0 stars *— Steven R.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12240231) --- #### What Are G2 Users Discussing About Ignition? - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### 5. [GetAccept](https://www.g2.com/products/getaccept/reviews) GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,246 **How Do G2 Users Rate GetAccept?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind GetAccept?** - **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc) - **Company Website:** https://www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept (1,433 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 50% Small-Business, 43% Mid-Market #### What Are GetAccept's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Customer Support (44 reviews) - Intuitive (38 reviews) - Helpful (35 reviews) - Time-saving (29 reviews) **Cons:** - Missing Features (13 reviews) - Limited Customization (9 reviews) - Difficult Editing (8 reviews) - Limited Features (7 reviews) - Poor Integration (7 reviews) ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of GetAccept, highlighting its friendly support and seamless setup process. - Users commend the **responsive customer support** of GetAccept, enhancing their overall experience and satisfaction with the platform. - Users find GetAccept **intuitive and easy to use** , enabling smooth document management and enhancing client engagement. - Users value the **great customer service** from GetAccept, appreciating responsive support and ongoing product development. - Users appreciate the **time-saving features** of GetAccept, with everything easily accessible and automatable in one place. **Cons:** - Users note the lack of **dark mode** , which impacts comfort for those sensitive to bright screens. - Users have encountered **limited customization** options in GetAccept, leading to complications and inefficiencies in contract management. - Users find the **difficult editing** process in GetAccept clunky, impacting their ability to build complex solutions efficiently. - Users note **limited features** in GetAccept, causing frustration with customization and complex processes for proposals. - Users experience **poor integration** with GetAccept, encountering frequent errors and difficulties with outgoing forms and data validation. #### What Are Recent G2 Reviews of GetAccept? **"[GetAccept: a daily productivity accelerator](https://www.g2.com/survey_responses/getaccept-review-13042858)"** **Rating:** 5.0/5.0 stars *— Christelle A.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13042858) --- **"[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)"** **Rating:** 5.0/5.0 stars *— Franck T.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13036866) --- ### 6. [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,656 **How Do G2 Users Rate Jotform Sign?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Jotform Sign?** - **Seller:** [Jotform](https://www.g2.com/sellers/jotform) - **Company Website:** https://www.jotform.com/ - **Year Founded:** 2006 - **HQ Location:** San Francisco, California - **Twitter:** @Jotform (39,289 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3541463/ (901 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Non-Profit Organization Management, Health, Wellness and Fitness - **Company Size:** 73% Small-Business, 16% Mid-Market #### What Are Jotform Sign's Pros and Cons? **Pros:** - Ease of Use (473 reviews) - Easy Setup (226 reviews) - Intuitive (172 reviews) - Simple (153 reviews) - Easy Creation (141 reviews) **Cons:** - Signature Issues (67 reviews) - Expensive (54 reviews) - Limited Customization (53 reviews) - Form Issues (47 reviews) - Missing Features (36 reviews) ### What Do G2 Reviewers Say About Jotform Sign? *AI-generated summary from verified user reviews* **Pros:** - Users value the **frictionless and straightforward setup** of Jotform Sign, enhancing document-signing efficiency and organization. - Users find Jotform Sign's **easy setup** refreshing, enabling quick form creation and seamless integration for efficient document handling. - Users value the **intuitive interface** of Jotform Sign, which simplifies document setup and enhances productivity significantly. - Users value the **frictionless document-signing process** of Jotform Sign, greatly enhancing efficiency and professionalism. - Users love the **easy creation** of forms in Jotform Sign, finding it user-friendly and efficient for their needs. **Cons:** - Users find the **signature submission limits restrictive** and desire more flexible pricing options for infrequent use. - Users find Jotform Sign to be **somewhat expensive** , especially for essential features that require paid upgrades. - Users find the **limited customization** options of Jotform Sign restrict their ability to tailor documents to their preferences. - Users experience **form access issues** due to delays and limited options, complicating the overall process. - Users find **missing features** in Jotform Sign, noting limitations in flexibility, payment options, and document viewing. #### What Are Recent G2 Reviews of Jotform Sign? **"[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12825628) --- **"[User-Friendly PDF Signatures and Approval Workflows with Jotform Sign](https://www.g2.com/survey_responses/jotform-sign-review-12965629)"** **Rating:** 4.5/5.0 stars *— Chris K.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12965629) --- ### 7. [HoneyBook](https://www.g2.com/products/honeybook/reviews) HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. **Average Rating:** 4.5/5.0 **Total Reviews:** 234 **How Do G2 Users Rate HoneyBook?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind HoneyBook?** - **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook) - **Company Website:** https://www.honeybook.com - **Year Founded:** 2013 - **HQ Location:** San Francisco, CA - **Twitter:** @honeybook (4,476 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2527444/ (320 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Photographer - **Top Industries:** Photography, Events Services - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are HoneyBook's Pros and Cons? **Pros:** - Payment Management (19 reviews) - Easy Creation (8 reviews) - Ease of Use (6 reviews) - Easy Customization (6 reviews) - Product Value (6 reviews) **Cons:** - Payment Issues (5 reviews) - Expensive (4 reviews) - Lack of Integration (4 reviews) - Limited Features (4 reviews) - Poor Reporting (4 reviews) ### What Do G2 Reviewers Say About HoneyBook? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **streamlined payment management** of HoneyBook, enjoying seamless invoicing and client communication. - Users love HoneyBook for its **easy creation** of materials through user-friendly templates and automated client communications. - Users love the **ease of use** of HoneyBook, making business management and client interactions seamless and professional. - Users love the **easy customization** of HoneyBook, enhancing their workflow with tailored templates for various needs. - Users value the **ease of use** of HoneyBook, which simplifies booking clients and managing projects efficiently. **Cons:** - Users report **payment issues** with HoneyBook, emphasizing the need for better integration and easier alternative payment options. - Users express frustration over **expensive price increases** with HoneyBook, feeling the value does not match the cost. - Users express frustration with the **lack of integration** in HoneyBook, making data migration and management challenging. - Users find HoneyBook's **limited features** insufficient for their needs, affecting workflow automation and overall usability. - Users find the **reporting features lacking** , making it challenging to track earnings and complicated to use effectively. #### What Are Recent G2 Reviews of HoneyBook? **"[Honeybook Feels Like a Virtual Assistant for My Business](https://www.g2.com/survey_responses/honeybook-review-13032698)"** **Rating:** 4.5/5.0 stars *— Nikki M.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698) --- **"[All-in-One Client Management That Keeps Everything Organized](https://www.g2.com/survey_responses/honeybook-review-13060587)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-13060587) --- #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments - [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments - [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments ### 8. [DealHub](https://www.g2.com/products/dealhub/reviews) DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze. **Average Rating:** 4.7/5.0 **Total Reviews:** 834 **How Do G2 Users Rate DealHub?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind DealHub?** - **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io) - **Company Website:** https://dealhub.ai/ - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO (3,887 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (322 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Operations Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Mid-Market, 23% Small-Business #### What Are DealHub's Pros and Cons? **Pros:** - Customer Support (105 reviews) - Ease of Use (95 reviews) - Time-saving (87 reviews) - Efficiency (85 reviews) - Integrations (81 reviews) **Cons:** - Learning Curve (35 reviews) - Limited Customization (30 reviews) - Steep Learning Curve (23 reviews) - Missing Features (20 reviews) - Integration Issues (19 reviews) ### What Do G2 Reviewers Say About DealHub? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive customer support** of DealHub, receiving prompt assistance and personalized guidance at every step. - Users commend the **ease of use** of DealHub, noting its quick adoption and effective user interface. - Users value the **time-saving capabilities** of DealHub, enhancing efficiency and enabling quick proposal delivery. - Users value the **efficiency** of DealHub, enabling quick adjustments to workflows and saving significant time in proposal management. - Users value the **first-grade integrations** of DealHub, enhancing their workflows and boosting overall sales performance. **Cons:** - Users find the **learning curve challenging** , as navigating the system and managing integrations can be cumbersome. - Users find the **limited customization** options in DealHub restrictive, particularly for modifying customer-facing elements. - Users face a **steep learning curve** with DealHub, making initial implementation challenging despite easier maintenance later. - Users note the **lack of self-service automation features** , requiring extensive dependence on DealHub's support for customization. - Users face **integration issues** that complicate navigation and slow down processes, especially during updates and setup. #### What Are Recent G2 Reviews of DealHub? **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12805363) --- **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12780504) --- #### What Are G2 Users Discussing About DealHub? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments - [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments - [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub) ### 9. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase **Average Rating:** 4.7/5.0 **Total Reviews:** 454 **How Do G2 Users Rate RELAYTO AI?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind RELAYTO AI?** - **Seller:** [Relayto](https://www.g2.com/sellers/relayto) - **Year Founded:** 2023 - **HQ Location:** San Francisco , California - **Twitter:** @relayter (2,206 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/relayto/ (46 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Student, Executive Assistant - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small-Business, 24% Mid-Market #### What Are RELAYTO AI's Pros and Cons? **Pros:** - Ease of Use (118 reviews) - Features (71 reviews) - User Interface (64 reviews) - Quality (63 reviews) - Easy Creation (62 reviews) **Cons:** - Learning Curve (58 reviews) - Learning Difficulty (50 reviews) - Steep Learning Curve (42 reviews) - Initial Difficulty (34 reviews) - Initial Usage Difficulty (18 reviews) ### What Do G2 Reviewers Say About RELAYTO AI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of RELAYTO AI, enabling effortless creation of interactive content without coding skills. - Users love the **intuitive interface** of RELAYTO AI, streamlining document customisation and enhancing workflow efficiency. - Users love RELAYTO's **user-friendly interface** , making it easy to create and customize interactive content effortlessly. - Users appreciate the **high quality and intuitive design** of RELAYTO, enhancing their workflow and collaboration experiences. - Users love the **easy creation process** of RELAYTO AI, simplifying the development of interactive content effortlessly. **Cons:** - Users note a **significant learning curve** with RELAYTO, although the long-term benefits make it worthwhile. - Users find the **learning difficulty** with Relayto AI may slow down initial navigation and feature utilization. - Users experience a **steep learning curve** initially with Relayto, but support is available to ease the transition. - Users find the **initial difficulty** of navigating Relayto AI challenging, especially for newcomers adapting to its features. - New users may encounter a **learning curve** with Relayto AI, initially finding it challenging to navigate its features. #### What Are Recent G2 Reviews of RELAYTO AI? **"[RELAYTO AI Makes Interactive, Polished Presentations Quick and Easy](https://www.g2.com/survey_responses/relayto-ai-review-12935383)"** **Rating:** 4.5/5.0 stars *— Cooper L.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12935383) --- **"[Transforming Static Content into Engaging Experiences](https://www.g2.com/survey_responses/relayto-ai-review-12963519)"** **Rating:** 4.5/5.0 stars *— Connor D.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12963519) --- #### What Are G2 Users Discussing About RELAYTO AI? - [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks) - [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments - [What is RELAYTO?](https://www.g2.com/discussions/what-is-relayto) - 1 comment ### 10. [Proposify](https://www.g2.com/products/proposify/reviews) Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,111 **How Do G2 Users Rate Proposify?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Proposify?** - **Seller:** [Proposify](https://www.g2.com/sellers/proposify) - **Company Website:** https://www.proposify.com/ - **Year Founded:** 2012 - **HQ Location:** Halifax - **Twitter:** @proposify (4,207 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2934548/ (79 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 14% Mid-Market #### What Are Proposify's Pros and Cons? **Pros:** - Ease of Use (40 reviews) - Templates (23 reviews) - Easy Creation (20 reviews) - Customization (16 reviews) - Ease of Creation (16 reviews) **Cons:** - Difficult Editing (13 reviews) - Limited Customization (13 reviews) - Editing Difficulties (11 reviews) - Feature Usability (9 reviews) - Missing Features (9 reviews) ### What Do G2 Reviewers Say About Proposify? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Proposify, making proposal creation quick and efficient with user-friendly features. - Users find that the **abundance of templates** in Proposify enables quick and efficient proposal preparation. - Users love the **easy creation** of proposals with Proposify's diverse templates and user-friendly design features. - Users value the **customization options** in Proposify, enhancing professionalism and efficiency in their proposals. - Users highlight the **ease of creation** with Proposify, appreciating its user-friendly interface and seamless proposal process. **Cons:** - Users struggle with **difficult editing** , finding the software unintuitive and formatting inconsistent for content creation. - Users note **limited customization** options for advanced features, impacting their ability to tailor proposals effectively. - Users find **editing difficulties** in Proposify frustrating, requiring more flexibility and user-friendly design options. - Users face **usability challenges** with Proposify, struggling with mobile compatibility and a complex editing interface. - Users find the **missing advanced features** in Proposify limiting, impacting customization and overall usability. #### What Are Recent G2 Reviews of Proposify? **"[Effortlessly Bridges Sales and Marketing](https://www.g2.com/survey_responses/proposify-review-12868681)"** **Rating:** 4.5/5.0 stars *— Maria A.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12868681) --- **"[Provides Reliable Accuracy in Generating Proposals and Quick Sending of Quotation Summary to Clients](https://www.g2.com/survey_responses/proposify-review-12957267)"** **Rating:** 5.0/5.0 stars *— Andre F.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12957267) --- #### What Are G2 Users Discussing About Proposify? - [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment ### 11. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. **Average Rating:** 4.6/5.0 **Total Reviews:** 560 **How Do G2 Users Rate DocSend?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind DocSend?** - **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox) - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @Dropbox (3,279,477 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/167251/ (4,149 employees on LinkedIn®) - **Ownership:** NASDAQ: DBX **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 76% Small-Business, 21% Mid-Market #### What Are DocSend's Pros and Cons? **Pros:** - Ease of Use (53 reviews) - Document Management (45 reviews) - Features (37 reviews) - Tracking Features (35 reviews) - Security (32 reviews) **Cons:** - Expensive (17 reviews) - App Functionality (10 reviews) - Lacking Features (10 reviews) - Limited Features (9 reviews) - Limitations (8 reviews) ### What Do G2 Reviewers Say About DocSend? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of DocSend, enabling quick setup and efficient document tracking for enhanced productivity. - Users value the **powerful and secure document management** features of DocSend, ensuring effective sharing and insightful tracking. - Users appreciate the **real-time analytics** of DocSend, enhancing follow-ups with valuable insights on document engagement. - Users appreciate the **real-time tracking features** of DocSend, enabling them to monitor document engagement effectively. - Users value the **secure document sharing** of DocSend, ensuring professional and protected transmissions of their work. **Cons:** - Users find DocSend's pricing structure **too expensive** for its limited capabilities, especially for startups. - Users struggle with **poor app functionality** , including connectivity issues, limited file type support, and high pricing for upgrades. - Users criticize the **lack of essential features** , including limited connectivity and expensive pricing for upgrades. - Users find DocSend's **limited features** frustrating, particularly for its high cost relative to the capabilities offered. - Users face **limitations in features and support** , impacting smaller teams and overall user experience on mobile. #### What Are Recent G2 Reviews of DocSend? **"[Docsend Makes Secure Document Sharing Simple with Helpful Viewing Insights](https://www.g2.com/survey_responses/docsend-review-13060862)"** **Rating:** 5.0/5.0 stars *— Muzammil M.* [Read full review](https://www.g2.com/survey_responses/docsend-review-13060862) --- **"[I didn't expect document analytics to be this useful](https://www.g2.com/survey_responses/docsend-review-13061841)"** **Rating:** 5.0/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/docsend-review-13061841) --- #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### 12. [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. **Average Rating:** 4.0/5.0 **Total Reviews:** 122 **How Do G2 Users Rate ConnectWise CPQ?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind ConnectWise CPQ?** - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise (14,926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48576/ (3,388 employees on LinkedIn®) - **Phone:** 800-671-6898 **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 51% Small-Business, 46% Mid-Market #### What Are ConnectWise CPQ's Pros and Cons? **Pros:** - Customization (3 reviews) - Customer Support (2 reviews) - Customizability (2 reviews) - Customization Options (2 reviews) - Easy Integration (2 reviews) **Cons:** - Difficult Editing (2 reviews) - Bug Issues (1 reviews) - Complex Features (1 reviews) - Complex Setup (1 reviews) - Deletion Problems (1 reviews) ### What Do G2 Reviewers Say About ConnectWise CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **flexible customization** options of ConnectWise CPQ, enhancing their quoting process and user experience. - Users value the **quick customer support** of ConnectWise CPQ, enhancing their overall experience and efficiency. - Users value the **high customizability** of ConnectWise CPQ, enhancing their quoting process with flexibility and automation. - Users value the **flexible customization options** of ConnectWise CPQ, enhancing their quoting process with many great features. - Users find **easy integration** with CW PSA highly beneficial, enhancing their overall experience with ConnectWise CPQ. **Cons:** - Users struggle with **difficult editing** in ConnectWise CPQ, finding formatting and feature requests frustrating and time-consuming. - Users experience **bug issues** that hinder functionality and complicate tasks within ConnectWise CPQ, causing frustration. - Users find the **complex setup** of ConnectWise CPQ overwhelming, often recommending a knowledgeable consultant for assistance. - Users find the **setup process complex and overwhelming** , recommending hiring a knowledgeable consultant for assistance. - Users struggle with **deletion problems** in ConnectWise CPQ, finding it outdated and slow to implement changes. #### What Are Recent G2 Reviews of ConnectWise CPQ? **"[Highly Customizable and Easy to Use After Proper Setup](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)"** **Rating:** 5.0/5.0 stars *— Eileen W.* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168) --- **"[A must have if you use CW environment.](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770) --- #### What Are G2 Users Discussing About ConnectWise CPQ? - [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp) - [What is quosal?](https://www.g2.com/discussions/what-is-quosal) - [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for) ### 13. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews) Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. **Average Rating:** 4.9/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Cone?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Cone?** - **Seller:** [Cone](https://www.g2.com/sellers/cone) - **Year Founded:** 2022 - **HQ Location:** United States - **LinkedIn® Page:** https://www.linkedin.com/company/getcone (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 97% Small-Business, 3% Mid-Market #### What Are Cone's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Customer Support (15 reviews) - Time-saving (11 reviews) - Efficiency (8 reviews) - Pricing (8 reviews) **Cons:** - Learning Curve (2 reviews) - Deletion Problems (1 reviews) - Difficult Setup (1 reviews) - Initial Usage Difficulty (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Cone? *AI-generated summary from verified user reviews* **Pros:** - Users find Cone's **ease of use** remarkable, facilitating quick adoption and streamlined workflows for their teams. - Users praise the **excellent customer support** of Cone, enhancing their experience with the product's features and usability. - Users appreciate the **time-saving convenience** of Cone's all-in-one features that streamline processes and enhance efficiency. - Users value the **efficiency** of Cone, significantly reducing time and costs with its all-in-one platform. - Users value the **cost-effectiveness** of Cone, appreciating its comprehensive features that save time and enhance efficiency. **Cons:** - Users acknowledge a **learning curve** with Cone, but appreciate the helpful support during setup and adaptation. - Users are frustrated by the lack of an **autosave option** , resulting in lost work when pages are reloaded. - Users find the **difficult setup** challenging initially, but appreciate the helpful support from the Cone team. - Users find the **initial usage difficult** due to a lack of help articles and guides for guidance. - Users find the **limited customization options** frustrating, hindering their ability to tailor proposals to client needs. #### What Are Recent G2 Reviews of Cone? **"[Cone: Great Product and Truly Responsive Customer Service](https://www.g2.com/survey_responses/cone-review-12402475)"** **Rating:** 5.0/5.0 stars *— Christen C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12402475) --- **"[All-in-One Practice Management That Saves Time and Money](https://www.g2.com/survey_responses/cone-review-12334776)"** **Rating:** 5.0/5.0 stars *— Ben C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12334776) --- ### 14. [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 699 **How Do G2 Users Rate TaxDome?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind TaxDome?** - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small-Business, 0% Mid-Market #### What Are TaxDome's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Communication (27 reviews) - Centralization (26 reviews) - Efficiency (26 reviews) - Customer Support (24 reviews) **Cons:** - Learning Curve (21 reviews) - Missing Features (16 reviews) - Difficult Learning (15 reviews) - Limited Features (12 reviews) - Limited Functionality (11 reviews) ### What Do G2 Reviewers Say About TaxDome? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of TaxDome, benefiting from seamless client management and intuitive features. - Users value the **effective communication tools** of TaxDome, enabling seamless client interactions and document management. - Users value the **centralization of client information** in TaxDome, enhancing communication and organization across the team. - Users highlight the **efficiency** of TaxDome, streamlining client communication and organizing complex tax cases effortlessly. - Users commend the **excellent customer support** at TaxDome, highlighting responsiveness and attentiveness in resolving issues. **Cons:** - Users find the **learning curve steep** , especially when managing tags and lacking adequate support for setup. - Users find the **missing features** in TaxDome limiting, affecting usability and integration with other tools. - Users find the **difficult learning curve** of TaxDome overwhelming, requiring significant time and effort to master. - Users report **limited features** in TaxDome, including inadequate invoicing, reporting, and basic functionality, hindering efficiency. - Users report **limited functionality** in TaxDome, facing issues with invoicing, reporting, and overall user experience. #### What Are Recent G2 Reviews of TaxDome? **"[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)"** **Rating:** 4.5/5.0 stars *— Eric J.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) --- **"[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)"** **Rating:** 5.0/5.0 stars *— Heather B.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) --- #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### 15. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. **Average Rating:** 4.4/5.0 **Total Reviews:** 191 **How Do G2 Users Rate QuoteWerks?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind QuoteWerks?** - **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies) - **Company Website:** https://www.quotewerks.com - **Year Founded:** 1993 - **HQ Location:** Orlando, FL - **Twitter:** @QuoteWerks (1,133 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (48 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** President, Owner - **Top Industries:** Information Technology and Services, Computer Networking - **Company Size:** 72% Small-Business, 20% Mid-Market #### What Are QuoteWerks's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Efficiency (10 reviews) - Templates (9 reviews) - Efficiency Improvement (8 reviews) - Integrations (8 reviews) **Cons:** - Poor Interface Design (4 reviews) - Complex Setup (3 reviews) - Dated Interface (2 reviews) - Expensive (2 reviews) - Billing Issues (1 reviews) ### What Do G2 Reviewers Say About QuoteWerks? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of QuoteWerks, appreciating its efficient quote creation and organized workflow management. - Users love the **efficiency** of QuoteWerks, quickly transforming quotes into orders and enhancing workflow seamlessly. - Users appreciate the **customizable templates** of QuoteWerks for creating professional quotes quickly and efficiently. - Users appreciate the **efficiency improvement** of QuoteWerks, enhancing workflow and speeding up the quoting process substantially. - Users value the **seamless integrations** of QuoteWerks, enhancing workflow with CRM and accounting tools for efficiency. **Cons:** - Users find the **interface design outdated** , making navigation and setup more challenging than in modern applications. - Users find the **complex setup** of QuoteWerks time-consuming, especially with a large number of products and services. - Users find the **interface dated** , impacting navigation and setup, especially for younger employees seeking a modern design. - Users feel that QuoteWerks is **expensive** , especially considering the time-consuming initial deployment and integration process. - Users experience **billing issues** and find the deployment process more time-consuming than anticipated during integration. #### What Are Recent G2 Reviews of QuoteWerks? **"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"** **Rating:** 4.5/5.0 stars *— Yolanda J.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508) --- **"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"** **Rating:** 5.0/5.0 stars *— Rachel N.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369) --- #### What Are G2 Users Discussing About QuoteWerks? - [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for) ### 16. [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you. **Average Rating:** 4.9/5.0 **Total Reviews:** 65 **How Do G2 Users Rate Iris?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Iris?** - **Seller:** [heyiris.ai](https://www.g2.com/sellers/heyiris-ai) - **Company Website:** https://www.heyiris.ai - **Year Founded:** 2023 - **HQ Location:** Brooklyn / Chicago, US - **LinkedIn® Page:** https://www.linkedin.com/company/heyiris (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Financial Services - **Company Size:** 45% Mid-Market, 29% Small-Business #### What Are Iris's Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Time-saving (36 reviews) - RFP Management (30 reviews) - Efficiency (27 reviews) - Customer Support (25 reviews) **Cons:** - Lack of Features (5 reviews) - Inaccurate Responses (4 reviews) - Missing Features (4 reviews) - Bug Issues (3 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About Iris? *AI-generated summary from verified user reviews* **Pros:** - Users find Iris to be **extremely easy to use** , requiring minimal training and streamlining the proposal process effectively. - Users find that Iris significantly enhances productivity by offering **time-saving solutions** for handling lengthy RFPs efficiently. - Users value the **time-saving RFP management** capabilities of Iris, enhancing response quality and efficiency significantly. - Users value Iris for its **exceptional efficiency** , drastically reducing response times and simplifying complex tasks with ease. - Users commend the **exceptional customer support** from Iris, appreciating the proactive and responsive assistance throughout their experience. **Cons:** - Users are disappointed by Iris's **lack of features** , particularly its inability to generate answers independently and limited project management tools. - Users experience **inaccurate responses** due to mixed information and reliance on the data fed into Iris. - Users find the **lack of autonomous answer generation** frustrating, as it limits Iris's responsiveness and flexibility. - Users report occasional **bug issues** that arise as the platform evolves, but they still find value in the product. - Users experience **integration issues** with Iris, noting a lack of certain functionalities and mobile support. #### What Are Recent G2 Reviews of Iris? **"[Effortless Security Questionnaire Solution](https://www.g2.com/survey_responses/iris-review-10783543)"** **Rating:** 5.0/5.0 stars *— Casandra W.* [Read full review](https://www.g2.com/survey_responses/iris-review-10783543) --- **"[Streamlined RFP Collaboration with Iris](https://www.g2.com/survey_responses/iris-review-12696929)"** **Rating:** 5.0/5.0 stars *— Dylan S.* [Read full review](https://www.g2.com/survey_responses/iris-review-12696929) --- ### 17. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,298 **How Do G2 Users Rate Responsive, formerly RFPIO?** - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Responsive, formerly RFPIO?** - **Seller:** [Responsive](https://www.g2.com/sellers/responsive) - **Company Website:** https://www.responsive.io/ - **Year Founded:** 2016 - **HQ Location:** Frisco, Texas - **Twitter:** @responsiveio (1,735 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/responsiveio (716 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Mid-Market, 39% Enterprise #### What Are Responsive, formerly RFPIO's Pros and Cons? **Pros:** - Time-saving (160 reviews) - Ease of Use (150 reviews) - Team Collaboration (143 reviews) - Features (117 reviews) - Efficiency (86 reviews) **Cons:** - Missing Features (59 reviews) - Time-Consuming (38 reviews) - Learning Curve (34 reviews) - Not Intuitive (33 reviews) - Limited Features (30 reviews) ### What Do G2 Reviewers Say About Responsive, formerly RFPIO? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **time-saving features** of Responsive, enabling efficient content reuse and project management with ease. - Users commend the **ease of use** of Responsive, finding it intuitive and efficient for daily tasks. - Users value the **efficient team collaboration** features of Responsive, enhancing productivity and streamlining project management. - Users appreciate the **quick import facilities** and powerful features of Responsive, enhancing project efficiency and ease of use. - Users highlight the **exceptional efficiency** of Responsive, significantly reducing response times and enhancing overall quality. **Cons:** - Users find the **missing features** in Responsive, including duplicate notifications and format support, limiting their experience. - Users find the **time-consuming processes** of formatting and exporting documents frustrating, affecting overall efficiency with proposals. - Users find the **learning curve steep** due to a complicated UI and basic text formatting functionalities. - Users find the interface **not intuitive** , with some tools and functions lacking clarity and making navigation challenging. - Users note the **limited features** of Responsive, particularly regarding online questionnaires and the chat function's drawbacks. #### What Are Recent G2 Reviews of Responsive, formerly RFPIO? **"[Effortless RFP Management, Clean and Simple Interface](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)"** **Rating:** 5.0/5.0 stars *— Jack P.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533) --- **"[Powerful AI and Document Management for better responses](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11884656)"** **Rating:** 4.0/5.0 stars *— Rui D.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11884656) --- #### What Are G2 Users Discussing About Responsive, formerly RFPIO? - [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### 18. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 261 **How Do G2 Users Rate OnePageCRM?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind OnePageCRM?** - **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm) - **Year Founded:** 2010 - **HQ Location:** Galway, Ireland - **Twitter:** @OnePageCRM (3,922 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1014103/ (21 employees on LinkedIn®) - **Phone:** +1 (646) 762 1303 **Who Uses This Product?** - **Who Uses This:** Founder, Managing Director - **Top Industries:** Non-Profit Organization Management, Marketing and Advertising - **Company Size:** 84% Small-Business, 12% Mid-Market #### What Are OnePageCRM's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Simple (33 reviews) - Simplicity (27 reviews) - Customer Support (26 reviews) - Easy Setup (25 reviews) **Cons:** - Missing Features (15 reviews) - Limited Options (9 reviews) - Limited Features (7 reviews) - Export Limitations (6 reviews) - Integration Issues (6 reviews) ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of OnePageCRM, appreciating its intuitive interface and excellent customer support. - Users praise the **simple and effective** nature of OnePageCRM, enhancing daily client management for small businesses. - Users value the **simplicity and ease of use** of OnePageCRM, quickly mastering it for effective sales management. - Users commend the **quick and caring customer support** of OnePageCRM, enhancing their overall experience and satisfaction. - Users appreciate the **easy setup** of OnePageCRM, making it simple to configure and train others swiftly. **Cons:** - Users feel that **missing features** like billing flexibility and adequate duplicate management hinder optimal use of OnePageCRM. - Users find the **limited options** for reporting, automation, and customization restrictive for their diverse needs. - Users note the **limited features** of OnePageCRM, desiring better integration and advanced functionalities for diverse needs. - Users find the **export limitations** in OnePageCRM restrictive, hindering custom reporting and data analysis effectively. - Users find **integration issues** with OnePageCRM challenging, affecting its functionality with other essential software. #### What Are Recent G2 Reviews of OnePageCRM? **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- **"[Simple, Action-Focused CRM That Keeps Sales Moving](https://www.g2.com/survey_responses/onepagecrm-review-13042676)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-13042676) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ### 19. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 317 **How Do G2 Users Rate Assembly?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Assembly?** - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** https://assembly.com/ - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot (60,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/assemblycom/ (42 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small-Business, 4% Mid-Market #### What Are Assembly's Pros and Cons? **Pros:** - Ease of Use (147 reviews) - Easy Setup (80 reviews) - Customer Support (75 reviews) - Integrations (73 reviews) - Intuitive (73 reviews) **Cons:** - Missing Features (96 reviews) - Limited Features (69 reviews) - Lacking Features (47 reviews) - Limited Customization (47 reviews) - Integration Issues (33 reviews) ### What Do G2 Reviewers Say About Assembly? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Assembly, finding it simplifies client interactions and organization of information. - Users love the **easy setup** of Copilot, allowing seamless integration for both businesses and customers. - Users appreciate the **responsive customer support** of Assembly, finding it helpful and vital for seamless integration. - Users value the **seamless integrations** of Assembly, enhancing client management and centralizing business processes effectively. - Users praise Assembly for its **intuitive setup** , making client management and integrations seamless and efficient. **Cons:** - Users desire more **features** in Assembly, hoping for improved integration and support for rich text and HTML functionality. - Users feel that there are **limited features** in Assembly, hindering customization and integration opportunities. - Users find Assembly **lacking features** , needing workarounds due to limited apps, forms, and workflows available. - Users feel the **limited customization** options hinder the portal's adaptability to their specific needs and preferences. - Users experience **integration issues** with Assembly, desiring better compatibility with third-party services and tools. #### What Are Recent G2 Reviews of Assembly? **"[Custom Workflows, Forms, and Easy Client Billing in One System](https://www.g2.com/survey_responses/assembly-review-12715760)"** **Rating:** 5.0/5.0 stars *— John M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-12715760) --- **"[Smooth Client Data Capture with a Stable, White-Label-Friendly UI](https://www.g2.com/survey_responses/assembly-review-13020502)"** **Rating:** 4.5/5.0 stars *— Verified User in Civil Engineering* [Read full review](https://www.g2.com/survey_responses/assembly-review-13020502) --- #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - 1 upvote - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote - [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal) ### 20. [Inventive.AI](https://www.g2.com/products/inventive-ai/reviews) Inventive AI is the fastest growing AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see \> 70% efficiency in response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo **Average Rating:** 4.9/5.0 **Total Reviews:** 67 **How Do G2 Users Rate Inventive.AI?** - **Ease of Use:** 9.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Inventive.AI?** - **Seller:** [Inventive](https://www.g2.com/sellers/inventive) - **Company Website:** https://www.inventive.ai - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/inventive-ai/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 40% Small-Business, 31% Enterprise #### What Are Inventive.AI's Pros and Cons? **Pros:** - Ease of Use (59 reviews) - Efficiency (52 reviews) - Time-saving (33 reviews) - Consistency in Responses (30 reviews) - Intuitive (29 reviews) **Cons:** - Insufficient Analytics (23 reviews) - Poor Reporting (19 reviews) - Lack of Clarity (8 reviews) - Missing Features (5 reviews) - Access Management (4 reviews) ### What Do G2 Reviewers Say About Inventive.AI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Inventive.AI, finding it simplifies complex tasks and speeds up responses. - Users commend the **efficiency** of Inventive.AI, significantly saving time and enhancing response quality for teams. - Users find the **time-saving capabilities** of Inventive.AI invaluable, significantly enhancing their team's efficiency and productivity. - Users value the **consistency in messaging** offered by Inventive.AI, enhancing clarity and improving overall win rates. - Users find the **ease of user experience** in Inventive.AI to be extremely intuitive and time-saving. **Cons:** - Users find the **analytics insufficient** , lacking depth for strategic planning and comprehensive insights into productivity trends. - Users find the **poor reporting** options limiting, wishing for better customization and visual representations of data. - Users feel a significant **lack of clarity** in content performance, hindering improvements and effective content management. - Users desire more **control over role-based access** and clearer onboarding to enhance their experience with Inventive.AI. - Users desire **customizable role permissions** for better control and find Slack notifications too noisy during busy weeks. #### What Are Recent G2 Reviews of Inventive.AI? **"[AI-First RFP Drafting That Eliminates Q&A Libraries and Copy-Paste](https://www.g2.com/survey_responses/inventive-ai-review-13064900)"** **Rating:** 5.0/5.0 stars *— Amit S.* [Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13064900) --- **"[Grounded, Cited Drafts That Speed Up Security Questionnaires](https://www.g2.com/survey_responses/inventive-ai-review-13064840)"** **Rating:** 5.0/5.0 stars *— Vivek K.* [Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13064840) --- ### 21. [Smart Pricing Table](https://www.g2.com/products/smart-pricing-table/reviews) Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offering reusable components, customizable templates, and interactive options, it enables users to build detailed, client-driven proposals efficiently, reducing the time spent on proposal generation by up to 90%. Key Features and Functionality: - Reusable Line Items: Create a library of pre-defined services that can be quickly inserted into any proposal, ensuring accuracy and scalability. - Powerful Templates: Develop ready-to-use templates for common project types by combining content blocks and service packages, facilitating rapid proposal assembly. - Interactive Proposals: Allow clients to select optional add-ons and upsells through interactive checkboxes, enhancing engagement and increasing deal sizes. - Price Visibility Controls: Customize what clients see by showing or hiding individual line items and sections within the proposal. - Discounts & Price Adjustments: Easily apply discounts, rush fees, or adjustments to accommodate project complexities without disrupting the proposal structure. - In-App Proposal Sending: Send proposals directly from the application or via custom links, providing a seamless and branded client experience. - CRM Integrations: Integrate with platforms like HubSpot, Pipedrive, Zoho CRM, and Salesforce (beta) to synchronize data and streamline workflows. Primary Value and Solutions Provided: Smart Pricing Table addresses common challenges faced by service providers, such as time-consuming proposal creation, scope creep, and limited client engagement. By leveraging reusable components and interactive features, it reduces the time spent on drafting proposals, minimizes unpaid work, and empowers clients to customize their service packages, leading to higher conversion rates and increased revenue. The software's user-friendly interface and integration capabilities ensure a smooth workflow, allowing businesses to focus more on delivering value to their clients. **Average Rating:** 5.0/5.0 **Total Reviews:** 53 **How Do G2 Users Rate Smart Pricing Table?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Smart Pricing Table?** - **Seller:** [Smart Pricing Table](https://www.g2.com/sellers/smart-pricing-table) - **Year Founded:** 2020 - **HQ Location:** N/A - **LinkedIn® Page:** http://www.linkedin.com/company/smart-pricing-table (3 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 94% Small-Business, 4% Mid-Market #### What Are Smart Pricing Table's Pros and Cons? **Pros:** - Customer Support (7 reviews) - Ease of Use (6 reviews) - Efficiency (4 reviews) - Time-saving (4 reviews) - Easy Creation (3 reviews) **Cons:** - Signature Issues (2 reviews) - Copy-Paste Issues (1 reviews) - Initial Usage Difficulty (1 reviews) - Lack of Guidance (1 reviews) - Layout Issues (1 reviews) ### What Do G2 Reviewers Say About Smart Pricing Table? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **responsive customer support** of Smart Pricing Table, highlighting quick solutions and helpful assistance. - Users find Smart Pricing Table to be **extremely easy to use** , enabling quick and intuitive setup without a learning curve. - Users highlight the **efficiency** of Smart Pricing Table, streamlining proposal creation and enhancing overall business productivity. - Users value the **time-saving features** of Smart Pricing Table, significantly reducing proposal preparation and follow-up efforts. - Users highly value the **easy creation** of proposals with Smart Pricing Table, enhancing efficiency and client communication. **Cons:** - Users wish for **multiple client signers** and a simplified signing process for a better experience with Smart Pricing Table. - Users feel that having the **Smart Pricing Table watermarked** everywhere undermines originality and customization for proposals. - Users face **initial usage difficulty** with Smart Pricing Table, often needing more direct help beyond available video resources. - Users experience a **lack of guidance** during setup, preferring direct human interaction over instructional videos. - Users note **layout issues** with Smart Pricing Table, expressing a desire for greater design control beyond the basic framework. #### What Are Recent G2 Reviews of Smart Pricing Table? **"[Flexible quoting that fits messy agency life](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)"** **Rating:** 5.0/5.0 stars *— Ryan S.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578) --- **"[A Game Changer for Agency Proposals](https://www.g2.com/survey_responses/smart-pricing-table-review-11734948)"** **Rating:** 5.0/5.0 stars *— Lukas L.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-11734948) --- ### 22. [Nusii](https://www.g2.com/products/nusii/reviews) Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Nusii?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Nusii?** - **Seller:** [Nusii](https://www.g2.com/sellers/nusii) - **Year Founded:** 2013 - **HQ Location:** MADRID - **Twitter:** @nusiiapp (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nusii-proposals-sl/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small-Business, 4% Enterprise #### What Are Recent G2 Reviews of Nusii? **"[Reliant](https://www.g2.com/survey_responses/nusii-review-5128641)"** **Rating:** 4.5/5.0 stars *— Nicole L.* [Read full review](https://www.g2.com/survey_responses/nusii-review-5128641) --- **"[The lost art and persuasive power of a great proposal format - Nusii rocks!](https://www.g2.com/survey_responses/nusii-review-7990413)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/nusii-review-7990413) --- #### What Are G2 Users Discussing About Nusii? - [What is Nusii used for?](https://www.g2.com/discussions/what-is-nusii-used-for) ### 23. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 **How Do G2 Users Rate Nintex?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Nintex?** - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** https://www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,192 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Enterprise, 40% Mid-Market #### What Are Nintex's Pros and Cons? **Pros:** - Ease of Use (37 reviews) - Workflow Management (19 reviews) - Automation (18 reviews) - Easy Setup (17 reviews) - Versatility (16 reviews) **Cons:** - Limited Features (17 reviews) - Learning Curve (13 reviews) - Complexity (9 reviews) - Expensive (9 reviews) - Limited Customization (9 reviews) ### What Do G2 Reviewers Say About Nintex? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Nintex, enjoying quick form adjustments and improved visibility for requests. - Users value the **intuitive workflow management** in Nintex, enabling seamless feature implementation and enhanced communication. - Users value the **automation capabilities** of Nintex, enhancing efficiency and simplifying complex processes seamlessly. - Users commend the **easy setup** of Nintex, enabling even non-technical staff to create workflows effortlessly. - Users highlight the **versatility** of Nintex, enabling seamless integration and effortless automation for diverse workflows. **Cons:** - Users find Nintex offers **limited features** , making it challenging to build complex workflows and requiring better integration. - Users experience a **steep learning curve** with Nintex, making it challenging for new users to fully utilize its features. - Users find the **complexity of Nintex** challenging, noting a steep learning curve and difficult navigation in workflows. - Users find Nintex to be **expensive** , especially for smaller organizations with less critical processes and needs. - Users find **limited customization options** in Nintex, often needing developer support for complex features and integrations. #### What Are Recent G2 Reviews of Nintex? **"[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) --- **"[Boosts Productivity with No-Code Automation](https://www.g2.com/survey_responses/nintex-review-12454818)"** **Rating:** 4.0/5.0 stars *— Valerie D.* [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) --- #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) - [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment - [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for) ### 24. [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate **Average Rating:** 4.3/5.0 **Total Reviews:** 165 **How Do G2 Users Rate Upland Qvidian?** - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Upland Qvidian?** - **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software) - **Company Website:** https://uplandsoftware.com/ - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** https://www.linkedin.com/company/3139095/ (815 employees on LinkedIn®) - **Ownership:** NASDAQ:UPLD **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 54% Enterprise, 34% Mid-Market #### What Are Upland Qvidian's Pros and Cons? **Pros:** - Ease of Use (58 reviews) - Document Management (32 reviews) - Content Library (29 reviews) - Features (27 reviews) - Content Management (26 reviews) **Cons:** - Limited Features (18 reviews) - Feature Usability (13 reviews) - Not Intuitive (9 reviews) - Difficult Learning (8 reviews) - Ineffective Search Functionality (8 reviews) ### What Do G2 Reviewers Say About Upland Qvidian? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of accessing and managing content** in Upland Qvidian, enhancing team collaboration and efficiency. - Users find **document management features** invaluable for efficiency and ease in organizing and updating proposal content. - Users value the **efficient content management** of Upland Qvidian, significantly enhancing their team's productivity and collaboration. - Users appreciate the **quick and reliable access to proposal content** , enhancing efficiency and ease of use with features. - Users value the **effective content management** of Upland Qvidian, enhancing their team's efficiency and support in improvements. **Cons:** - Users find the **limited features** of Upland Qvidian restrictive, impacting their overall user experience and efficiency. - Users find that **feature usability issues** hinder efficiency, with a need for better reporting and streamlined functions. - Users find Qvidian **not intuitive** , facing challenges in navigation and solution discovery compared to other tools. - Users express frustration with **difficult learning** , particularly in mastering merge codes and navigating the interface efficiently. - Users struggle with the **ineffective search functionality** in Qvidian, making it hard to find necessary solutions. #### What Are Recent G2 Reviews of Upland Qvidian? **"[Efficient Proposal Creation but Needs Enhanced Search](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953) --- **"[Outstanding Support from Upland Qvidian Specialists Makes Qvidian Easy to Master](https://www.g2.com/survey_responses/upland-qvidian-review-12512588)"** **Rating:** 5.0/5.0 stars *— Sono N.* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-12512588) --- #### What Are G2 Users Discussing About Upland Qvidian? - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do) - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio) - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software) - [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for) ### 25. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction. **Average Rating:** 4.0/5.0 **Total Reviews:** 246 **How Do G2 Users Rate Oracle CPQ?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle CPQ?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Enterprise, 32% Mid-Market #### What Are Oracle CPQ's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Time-saving (8 reviews) - Efficiency (7 reviews) - Sales Efficiency (7 reviews) - Integrations (6 reviews) **Cons:** - Complexity (5 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Initial Usage Difficulty (4 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Oracle CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Oracle CPQ, simplifying complex sales processes and enhancing quote accuracy. - Users benefit from **time-saving automation** in Oracle CPQ, leading to quicker and more accurate quote generation. - Users value the **efficiency** of Oracle CPQ, as it streamlines quoting, enhances accuracy, and speeds up processes. - Users value the **sales efficiency** of Oracle CPQ, benefiting from streamlined processes and guided selling features. - Users value the **seamless integration** of Oracle CPQ with other Oracle Cloud apps and Salesforce for improved efficiency. **Cons:** - Users find the **complexity** of Oracle CPQ challenging, especially during initial setup and customization efforts. - Users experience **bug issues** in Oracle CPQ, causing slow performance, data loss, and occasional system hangs. - Users find the **complex setup** of Oracle CPQ challenging, often needing technical expertise for configuration and customization. - Users experience **initial usage difficulty** with Oracle CPQ, facing a steep learning curve and complex configurations. - Users struggle with a **steep learning curve** in Oracle CPQ, making it challenging for new admins to adapt. #### What Are Recent G2 Reviews of Oracle CPQ? **"[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)"** **Rating:** 5.0/5.0 stars *— Manisha Reddy K.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518) --- **"[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)"** **Rating:** 5.0/5.0 stars *— Jeannie E.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12950580) --- #### What Are G2 Users Discussing About Oracle CPQ? - [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm) - [What is Oracle CPQ cloud?](https://www.g2.com/discussions/what-is-oracle-cpq-cloud) ## 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.