# Best Proposal Software for Small Business - Page 2

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 294

### Category Stats (Aug 2026)

- **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Proposal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 22,600+ Authentic Reviews
- 294+ Products
- Unbiased Rankings

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

## G2 Grid® for Proposal Software
 ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=164780&focus%5B%5D=14268&focus%5B%5D=6327&focus%5B%5D=16016&focus%5B%5D=57321&focus%5B%5D=1214785&focus%5B%5D=53397)

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

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

**Sponsored**

### altaFlow

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-04T14%3A15%3A23Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fsmall-business%3Fpage%3D2%26segment%3Dsmall-business&secure%5Btoken%5D=edba4f1283ad0c26f9588643b5a6e6cc1d95fa1f561f178af2e08a8526585a49&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo)

### [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:** 1,300

#### 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: 8.8/10)

#### Who Is the Company Behind Responsive, formerly RFPIO?

- **Seller:** [Responsive](https://www.g2.com/sellers/responsive)
- **Company Website:** www.responsive.io
- **Year Founded:** 2016
- **HQ Location:** Frisco, Texas
- **Twitter:** @responsiveio  
1,735 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=82217c41f6a5e492d82f08bf2e615eda4cafadcdbd2bcc37d9ca3f315e279e7d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fresponsiveio&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 39% Large

#### What Do G2 Reviewers Say About Responsive, formerly RFPIO?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Responsive, making RFI management intuitive and efficient.
- Users value the **user-friendly interface** and effective features that streamline response processes and enhance productivity.
- Users value the **efficiency** of Responsive, which simplifies collaboration and accelerates response delivery for RFPs.
- Users appreciate the **time-saving features** of Responsive, enhancing efficiency in project management and content reuse.
- Users value the **efficient team collaboration** features of Responsive, enhancing project management and response coordination.

##### Cons

- Users note a **steep initial learning curve** for advanced features, despite helpful support documentation and resources.
- Users find the **UI not intuitive** , especially for new users who struggle to navigate the platform efficiently.
- Users miss the **missing features** like Q&A pair notifications and support for additional formats.
- Users find the **non-intuitive features** of Responsive frustrating, complicating their searching experience and navigation.
- Users find the **difficult learning** curve challenging initially, but support resources help ease the process over time.

#### 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

### [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:** 264

#### 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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=526907b6fc5dd5a45add17f9e7ae810ccdff01039909fce53911704215b3a076&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1014103%2F&secure%5Burl_type%5D=linkedin_company_website)  
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:** 85% Small, 12% Medium

#### What Do G2 Reviewers Say About OnePageCRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople.
- Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams.
- Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks.
- Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient.
- Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding.

##### Cons

- Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management.
- Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows.
- Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility.
- Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software.
- Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality.

#### What Are Recent G2 Reviews of OnePageCRM?

**["Simple Interface and Effective Sales Management"](https://www.g2.com/survey_responses/onepagecrm-review-12953882)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882)

**["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)

#### 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

### [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: 8.8/10)

#### Who Is the Company Behind TaxDome?

- **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13210ae44fa2dc3b6260e228c347846240a5114da4fe7bd12ed1593dde8437aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxdome%2F&secure%5Burl_type%5D=linkedin_company_website)  
329 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 99% Small, 0% Medium

#### What Do G2 Reviewers Say About TaxDome?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup.
- Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly.
- Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow.
- Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity.
- Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction.

##### Cons

- Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively.
- Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration.
- Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master.
- Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team.
- Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking.

#### What Are Recent G2 Reviews of TaxDome?

**["A good practice management platform with room to improve"](https://www.g2.com/survey_responses/taxdome-review-13203855)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/taxdome-review-13203855)

**["User-Friendly Portal That Keeps All Client Emails and Texts in One Place"](https://www.g2.com/survey_responses/taxdome-review-13200371)**

**Rating:** 5.0/5.0 stars

_— Rebecca H._

[Read full review](https://www.g2.com/survey_responses/taxdome-review-13200371)

#### 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

### [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:** 322

#### 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: 8.8/10)

#### Who Is the Company Behind Assembly?

- **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1)
- **Company Website:** assembly.com
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **Twitter:** @copilot  
60,010 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0d4ae78d0c147277aa866791f15647a23740868af3ddd870f2b7d4fce263d5d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassemblycom%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Accounting
- **Company Size:** 91% Small, 4% Medium

#### What Do G2 Reviewers Say About Assembly?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of Assembly exceptional, streamlining client information presentation and management.
- Users value the **easy setup** of Assembly, enabling quick implementation and smooth user experiences with minimal effort.
- Users praise the **responsive customer support** of Assembly, enhancing their overall experience and satisfaction with the product.
- Users highlight the **intuitive design** of Assembly, making client management and onboarding seamless and efficient.
- Users value the **seamless integration capabilities** of Assembly, enhancing their workflow and centralizing diverse processes effectively.

##### Cons

- Users express a desire for **missing features** , hoping for enhanced integrations and richer text options for improved functionality.
- Users find **limited features** in Assembly, wishing for more integration and customization opportunities for enhanced usability.
- Users desire more **customization options** for the portal, wishing for full CSS control and theme selections.
- Users note the **lack of features** in Assembly, likening it to a 'beta version' needing further development.
- Users encounter **integration issues** with Assembly, seeking smoother connections with payment processing and other software.

#### What Are Recent G2 Reviews of Assembly?

**["Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication"](https://www.g2.com/survey_responses/assembly-review-13086271)**

**Rating:** 5.0/5.0 stars

_— Aminder M._

[Read full review](https://www.g2.com/survey_responses/assembly-review-13086271)

**["Simple CRM That Saved Me Time"](https://www.g2.com/survey_responses/assembly-review-13128705)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/assembly-review-13128705)

#### 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)

### [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:** 77

#### 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: 8.8/10)

#### Who Is the Company Behind Inventive.AI?

- **Seller:** [Inventive](https://www.g2.com/sellers/inventive)
- **Company Website:** www.inventive.ai
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=31696ae016bc01bcab33d56e99c4996ed1e9c1f56b428d6ebd4ab76477b3419d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finventive-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 45% Small, 33% Medium

#### 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 highlight the **efficiency** of Inventive.AI, significantly saving time and improving response quality for presales teams.
- Users appreciate the **time-saving capabilities** of Inventive.AI, significantly enhancing their team's efficiency and response quality.
- Users value the **consistency in messaging** offered by Inventive.AI, enhancing clarity and improving overall win rates.
- Users find the **intuitive user experience** of Inventive.AI makes it easy to navigate and utilize effectively.

##### Cons

- Users find the **analytics insufficient** , lacking depth for strategic planning and comprehensive insights into productivity trends.
- Users find the **poor reporting** features limit customization and hinder effective tracking of teams' adoption and usage.
- Users feel a significant **lack of clarity** in content performance, hindering improvements and effective content management.
- Users feel that the **missing features** hinder effective use of Inventive.AI, particularly in user guidance and notification control.
- Users desire more **customizable role permissions** for improved control over access management in Inventive.AI.

#### What Are Recent G2 Reviews of Inventive.AI?

**["Grounded, Cited Drafts That Cut Our Response Cycle from 6 Days to 2"](https://www.g2.com/survey_responses/inventive-ai-review-13037325)**

**Rating:** 5.0/5.0 stars

_— kshiteej j._

[Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13037325)

**["Inventive AI's End-to-End Agents Turn RFPs into Ready Drafts"](https://www.g2.com/survey_responses/inventive-ai-review-13047107)**

**Rating:** 5.0/5.0 stars

_— Yashwant Singh W._

[Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13047107)

### [Smart Pricing Table](https://www.g2.com/products/smart-pricing-table/reviews)

Smart Pricing Table is interactive proposal and quoting software built by a marketing agency for agencies, IT and managed-services providers (MSPs), and professional service firms. Instead of a static PDF, you send a live, client-driven proposal: clients toggle optional services, choose packages, and adjust quantities while the total updates in real time. Teams use it to build detailed, on-brand proposals fast, cutting proposal creation time by up to 90%. Key Features and Functionality: - Interactive Pricing Tables: Clients select optional add-ons, choose packages, and adjust quantities, with totals that recalculate live to boost engagement and deal size. - Reusable Line Items & Templates: Build a library of pre-scoped services and ready-to-use templates so every proposal is consistent, on-brand, and faster than the last. - Advanced Pricing Controls: Hide prices, set quantity limits, offer single-select packages, add line-item notes, apply discounts and rush fees, and combine recurring retainers with one-time projects in a single quote. - E-Signatures: Close in the proposal with built-in electronic signatures (up to 5 signers). - Proposal Tracking & Analytics: See when a client opens and interacts with a proposal, so you can time your follow-up instead of guessing. - AI Agents (Claude & ChatGPT via MCP): Connect an AI assistant through Smart Pricing Table's native MCP (Model Context Protocol) server and have it draft, edit, and manage proposals in plain language. - In-App Sending & Branding: Send proposals as hosted, branded links directly from the app for a seamless client experience. - Integrations: QuickBooks, Stripe, HubSpot, Pipedrive, Zoho, and GoHighLevel, plus API access. Primary Value and Solutions Provided: Smart Pricing Table solves the problems service providers know well: slow proposal creation, scope creep, and low client engagement. Reusable components and templates cut drafting time and keep scope clear, interactive pricing lets clients build their own package (which lifts conversion and average deal size), and tracking plus e-signatures shorten the path from sent to signed. The result is less time on proposal busywork and more won business, whether you run a marketing agency, an MSP, or a consulting practice.

**Average Rating:** 5.0/5.0

**Total Reviews:** 55

#### How Do G2 Users Rate Smart Pricing Table?

- **Ease of Use:** 9.5/10 (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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef92214e14a85dbc0729d952613d32ddd178b05c46342665df3c3887065a6c78&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmart-pricing-table&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising
- **Company Size:** 95% Small, 4% Medium

#### 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, appreciating quick resolutions and helpful assistance.
- Users find the **ease of use** of Smart Pricing Table enhances proposal setup and client interaction greatly.
- Users value the **efficiency** of Smart Pricing Table, streamlining proposal creation and enhancing productivity across diverse industries.
- Users love how Smart Pricing Table saves them **time** by streamlining proposal creation and management effectively.
- Users praise the **easy creation** of proposals with Smart Pricing Table, enhancing efficiency and client engagement significantly.

##### Cons

- Users desire the inclusion of **multiple client signers** , as some companies need more than one signature for approvals.
- Users feel that the **copy-paste issues** due to extensive watermarking diminish the uniqueness of proposals.
- Users find the **initial usage difficulty** of Smart Pricing Table frustrating, desiring more direct support during setup.
- Users express concern over a **lack of guidance** in the setup process, finding videos insufficient without direct support.
- Users find **layout issues** limiting, wishing for more design control and easier table navigation in Smart Pricing Table.

#### 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)

**["The best quote generation and sales proposal tool I've used in 37 years in the IT business."](https://www.g2.com/survey_responses/smart-pricing-table-review-13166890)**

**Rating:** 5.0/5.0 stars

_— Peter F._

[Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-13166890)

### [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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dc8727df95a668fad792a6be1f04c0fe79797505b693ab10d2d39277f2e5b42f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnusii-proposals-sl%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 96% Small, 4% Large

#### 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)

### [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: 8.8/10)

#### Who Is the Company Behind Nintex?

- **Seller:** [Nintex](https://www.g2.com/sellers/nintex)
- **Company Website:** www.nintex.com
- **Year Founded:** 2006
- **HQ Location:** Bellevue, WA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=423950581ab5fd35e7883f210e3d986c7af587acccdd1584f19be80d90c3593b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F258303%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Large, 40% Medium

#### What Do G2 Reviewers Say About Nintex?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Nintex to be **easy to use** , facilitating quick upskilling and efficient workflow automation for everyone.
- Users value the **ease of automation** with Nintex, facilitating streamlined workflows and reducing manual workload effectively.
- Users praise the **intuitive workflow management** of Nintex, enabling seamless implementation and reliable automation.
- Users praise the **easy setup** of Nintex, facilitating quick implementation of features without any issues.
- Users value the **versatility** of Nintex, enabling both simple and complex workflow automation with ease and flexibility.

##### Cons

- Users note the **limited features** of Nintex for data tasks, impacting speed and customization flexibility.
- Users experience a **learning curve** with Skuid, finding it challenging to master its advanced features and capabilities.
- Users find Nintex to be **expensive** , especially for smaller teams, which can hinder overall adoption and usage.
- Users find **complexity** in understanding advanced features and managing workflows, which may hinder their productivity and experience.
- Users express concern over **limited customization** options in Nintex, which can hinder advanced workflow design and flexibility.

#### 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)

### [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: 8.8/10)

#### Who Is the Company Behind Upland Qvidian?

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Company Website:** uplandsoftware.com
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website)  
815 employees on LinkedIn®
- **Ownership:** NASDAQ:UPLD

#### Who Uses This Product?

- **Who Uses This:** Proposal Writer, Proposal Manager
- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 54% Large, 34% Medium

#### What Do G2 Reviewers Say About Upland Qvidian?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Upland Qvidian, facilitating efficient content management and quick questionnaire completion.
- Users find the **content management capabilities** of Upland Qvidian invaluable for enhancing efficiency and team collaboration.
- Users value the **task assignment and content reuse features** in Upland Qvidian for efficient RFP management.
- Users value the **effective content management** in Upland Qvidian, greatly enhancing their library's efficiency and usability.
- Users value the **efficiency** of Upland Qvidian, significantly enhancing content management and streamlining their workflow.

##### Cons

- Users often face **upload issues** as adding questions is cumbersome, hindering collaboration and efficiency in large organizations.
- Users find the **complexity of navigation** in Upland Qvidian can complicate tasks and diminish overall user experience.
- Users find that **adding content can be cumbersome** , wishing for improved categorization and version tracking features.
- Users experience **inadequate search functionality** that leads to irrelevant results and complicates finding the right information.
- Users find Qvidian's interface **not intuitive** , making it challenging to navigate its complex features and functionalities.

#### 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)

**["Centralized Content Library, Needs UI Modernization"](https://www.g2.com/survey_responses/upland-qvidian-review-8825807)**

**Rating:** 4.5/5.0 stars

_— Verified User in Outsourcing/Offshoring_

[Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8825807)

#### 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)

### [Better Proposals](https://www.g2.com/products/better-proposals/reviews)

Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams.

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate Better Proposals?

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Better Proposals?

- **Seller:** [Better Proposals](https://www.g2.com/sellers/better-proposals)
- **Year Founded:** 2009
- **HQ Location:** Brighton, United Kingdom
- **Twitter:** @betterproposals  
15,299 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2cd0ba8039f4c3325d900df62b79eb3845137d3313700f72919ef16d4c0b06d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10323736%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 96% Small, 2% Medium

#### What Do G2 Reviewers Say About Better Proposals?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Better Proposals, finding it simple to create and manage templates effectively.
- Users value the **design quality** of Better Proposals, enabling dynamic and professional presentation of content with ease.
- Users love the **document management features** of Better Proposals for creating dynamic, professional presentations effortlessly.
- Users love the **easy creation** of Better Proposals, appreciating its user-friendly templates and seamless software integration.
- Users find **easy integrations** with other software invaluable, enhancing automation and streamlining their business processes.

##### Cons

- Users experience **billing issues** , reporting problems with payments and unhelpful support responses regarding software usage.
- Users find the **clunky interface** frustrating, causing issues like glitches and difficulties with logo placement.
- Users find the **complex setup** challenging, often struggling with payment issues and unclear support guidance.
- Users find **email issues** frustrating, wishing for customizable templates and better integration with automation tools like Zapier.
- Users find the **clunky interface and glitches** of Better Proposals frustrating, impacting usability and overall satisfaction.

#### What Are Recent G2 Reviews of Better Proposals?

**["Combines accepting an agreement with signature and payment in one go"](https://www.g2.com/survey_responses/better-proposals-review-12051478)**

**Rating:** 5.0/5.0 stars

_— Bunty S._

[Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478)

**["Game-Changer for Automation and Value"](https://www.g2.com/survey_responses/better-proposals-review-11971977)**

**Rating:** 5.0/5.0 stars

_— Rebekah S._

[Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977)

#### What Are G2 Users Discussing About Better Proposals?

- [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for)
- [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software)
- [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal)
- [How much does Proposify cost?](https://www.g2.com/discussions/how-much-does-proposify-cost) - 1 comment
- [What is the best proposal software?](https://www.g2.com/discussions/what-is-the-best-proposal-software)

### [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:** 247

#### 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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 53% Large, 32% Medium

#### 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 self-service capabilities.
- Users value the **time-saving features** of Oracle CPQ, streamlining quotes and enhancing efficiency in the sales process.
- Users value the **efficiency of Oracle CPQ** , which streamlines quoting and pricing processes while enhancing accuracy and speed.
- Users value the **sales efficiency** of Oracle CPQ, streamlining processes and enhancing quote accuracy seamlessly.
- Users value the **seamless integrations** of Oracle CPQ with various platforms and Oracle Cloud apps for efficient workflows.

##### Cons

- Users find Oracle CPQ's **complexity** in configuration and setup can hinder initial implementation and ease of use.
- Users experience **bug issues** with Oracle CPQ, affecting performance, loading times, and data handling during use.
- Users find the **complex setup** of Oracle CPQ challenging, particularly when dealing with custom pricing rules and configurations.
- Users face a **difficult initial usage** experience with Oracle CPQ due to its complexity and steep learning curve.
- Users find the **steep learning curve** of Oracle CPQ challenging, resulting in a long adjustment period for new admins.

#### 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)

### [Zomentum e-Sign and Payment](https://www.g2.com/products/zomentum-e-sign-and-payment/reviews)

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

**Average Rating:** 4.6/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate Zomentum e-Sign and Payment?

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Zomentum e-Sign and Payment?

- **Seller:** [Zomentum](https://www.g2.com/sellers/zomentum)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=697327148f5fc7097c6e52a7f1ce02d1131a573640053378d375bf152ea16c4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzomentum%2F&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Managing Director
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 97% Small, 3% Medium

#### What Do G2 Reviewers Say About Zomentum e-Sign and Payment?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation of quoting processes** , simplifying management and enhancing efficiency through system integration.
- Users appreciate the **customer satisfaction** from Zomentum e-Sign and Payment due to its seamless quoting and support processes.
- Users appreciate the **excellent technical support** of Zomentum e-Sign and Payment, enhancing their overall experience.
- Users value the **streamlined deal management** in Zomentum, enabling a standardized quoting process with excellent technical support.
- Users value the **standardized quoting process** that streamlines efficiency and enhances accuracy in their workflow.

##### Cons

- Users find the **interface usability lacking** , noting it feels rough and the language is too international.
- Users find the **outdated design** of Zomentum e-Sign and Payment hampers usability and overall experience.
- Users find the **poor interface design** of Zomentum e-Sign and Payment challenging and less intuitive to navigate.
- Users note that the **UI improvements** are needed due to a rough design and inconsistent language usage.
- Users find the **rough GUI and international language** of Zomentum e-Sign and Payment difficult to navigate.

#### What Are Recent G2 Reviews of Zomentum e-Sign and Payment?

**["Transformative for both inside and outside sales"](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)**

**Rating:** 5.0/5.0 stars

_— jeremy t._

[Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)

**["Proposal closure accelerated."](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)**

**Rating:** 5.0/5.0 stars

_— Robert G._

[Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)

#### What Are G2 Users Discussing About Zomentum e-Sign and Payment?

- [What is Zomentum Grow used for?](https://www.g2.com/discussions/what-is-zomentum-grow-used-for)

### [Proposal Kit](https://www.g2.com/products/proposal-kit/reviews)

Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. The included Wizard software lets you quickly and easily custom-assemble proposal templates for any situation using a visual design of your choice. Includes line item quoting and an AI Writer for custom content creation.

**Average Rating:** 4.7/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Proposal Kit?

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposal Kit?

- **Seller:** [Proposal Kit](https://www.g2.com/sellers/proposal-kit)
- **Year Founded:** 1997
- **HQ Location:** Redmond, WA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cccbef52a70662fa205d7501375e9793b1c43e231ceb096231bfb3531fecc1a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2125763&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Small, 11% Large

#### What Are Recent G2 Reviews of Proposal Kit?

**["New featuring Proposal Templates with Proposal Kit"](https://www.g2.com/survey_responses/proposal-kit-review-8326725)**

**Rating:** 4.5/5.0 stars

_— Sally L._

[Read full review](https://www.g2.com/survey_responses/proposal-kit-review-8326725)

**["Perfect software for contract and proposal synthesis."](https://www.g2.com/survey_responses/proposal-kit-review-4437885)**

**Rating:** 4.5/5.0 stars

_— Lincolin-George E._

[Read full review](https://www.g2.com/survey_responses/proposal-kit-review-4437885)

#### What Are G2 Users Discussing About Proposal Kit?

- [What is Proposal Kit used for?](https://www.g2.com/discussions/what-is-proposal-kit-used-for) - 1 comment

### [Clientary](https://www.g2.com/products/clientary/reviews)

Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects.

**Average Rating:** 4.7/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate Clientary?

- **Ease of Use:** 9.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Clientary?

- **Seller:** [Unbrew](https://www.g2.com/sellers/unbrew)
- **Year Founded:** 2008
- **HQ Location:** San Jose, CA
- **Twitter:** @clientary  
631 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2bf85bcba3ee598cb90f31f310186a6f16fbb43ea39762d03f53e46dd9a4f640&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientary%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 63% Small, 20% Large

#### What Are Recent G2 Reviews of Clientary?

**["Perfectly Merged into our Brand's Aesthetics & Needs"](https://www.g2.com/survey_responses/clientary-review-9407822)**

**Rating:** 4.5/5.0 stars

_— Jay S._

[Read full review](https://www.g2.com/survey_responses/clientary-review-9407822)

**["Easy to Use, Responsive Support, and Constant Improvements"](https://www.g2.com/survey_responses/clientary-review-12615050)**

**Rating:** 4.5/5.0 stars

_— Ethan H._

[Read full review](https://www.g2.com/survey_responses/clientary-review-12615050)

### [ClientPoint](https://www.g2.com/products/clientpoint/reviews)

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

**Average Rating:** 4.5/5.0

**Total Reviews:** 198

#### How Do G2 Users Rate ClientPoint?

- **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:** 8.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ClientPoint?

- **Seller:** [ClientPoint](https://www.g2.com/sellers/clientpoint)
- **Year Founded:** 2009
- **HQ Location:** Carlsbad, CA
- **Twitter:** @ClientPoint  
108 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be52f731793666391a094f9118c256a6a2f083993eb26820ae15a7b13fe1dd2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientpoint%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®
- **Phone:** -9234

#### Who Uses This Product?

- **Who Uses This:** Business Development Manager, Business Development Executive
- **Top Industries:** Facilities Services, Security and Investigations
- **Company Size:** 34% Medium, 33% Large

#### What Do G2 Reviewers Say About ClientPoint?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **insights and ease of use** of ClientPoint, enhancing their sales process and organization.
- Users appreciate the **efficient client management** capabilities of ClientPoint, streamlining the sales process and document transition.
- Users appreciate the **Customer Success** features of ClientPoint, enhancing document management and transitioning smoothly post-signing.
- Users appreciate the **ease of document management** with ClientPoint, enhancing organization and tracking during the sales process.
- Users find **ClientPoint easy to use** , streamlining document sharing and organization throughout the sales process.

##### Cons

- Users experience **performance issues** with slow page loading and delays in document uploads and saving.
- Users experience **saving issues** , as loading pages and uploading documents can be frustratingly slow.
- Users experience **slow loading times** , often facing delays of several seconds to a minute for uploads and saves.
- Users experience **slow performance** , with delays in loading pages and uploading documents affecting their efficiency.
- Users often face **upload issues** with ClientPoint, leading to frustrating delays when loading and saving documents.

#### What Are Recent G2 Reviews of ClientPoint?

**["Great Product - Helped Close Business"](https://www.g2.com/survey_responses/clientpoint-review-10374781)**

**Rating:** 4.5/5.0 stars

_— Sue F._

[Read full review](https://www.g2.com/survey_responses/clientpoint-review-10374781)

**["Products review"](https://www.g2.com/survey_responses/clientpoint-review-8808385)**

**Rating:** 4.0/5.0 stars

_— gasiram a._

[Read full review](https://www.g2.com/survey_responses/clientpoint-review-8808385)

#### What Are G2 Users Discussing About ClientPoint?

- [What is ClientPoint used for?](https://www.g2.com/discussions/what-is-clientpoint-used-for)

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Similar Categories

- [CPQ](/categories/cpq)
- [Pricing](/categories/pricing)

- [Quote-to-Cash](/categories/quote-to-cash)
- [Visual Configuration](/categories/visual-configuration)

[Browse Proposal Themes](/categories/proposal/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated 

Products classified in the overall Proposal category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Proposal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Proposal category.

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

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