# Best Proposal Software for Small Business - Page 2 *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 (3,432 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 (1,252 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 (1,300 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 (247 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 (897 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 6 | [DealHub AI](https://www.g2.com/products/dealhub-ai/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-ai-review-12780504)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (122 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 (804 reviews) | Centralized RFP content management | "[Intuitive, User-Friendly Interface with Strong Collaboration](https://www.g2.com/survey_responses/loopio-review-13115393)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,671 reviews) | — | "[The best e-signature solution for growing businesses](https://www.g2.com/survey_responses/jotform-sign-review-13068219)" | --- ## 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 ## 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=53397&focus%5B%5D=1214785) Highlighted products: PandaDoc, Anchor, Qwilr, Ignition, GetAccept, HoneyBook, RELAYTO AI, and Jotform Sign. 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=relayto-ai&focus%5B%5D=jotform-sign&segment=small-business) ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 289 ### Category Stats (Jul 2026) - **Average Rating**: 4.5/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Dasseti ENGAGE (+3.37%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 17, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,500+ Authentic Reviews - 289+ 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** ### Bizagi Bizagi is an enterprise platform for business orchestration and AI automation, enabling organizations to design, automate, and run complex end-to-end processes that bring together people, AI agents, systems, and data. Unlike point AI tools, Bizagi is the operational layer where AI, processes, and enterprise systems work together: governed, auditable, and production-ready. Built on more than two decades of enterprise process expertise, Bizagi brings the depth of operational knowledge that newer AI platforms simply have not had time to develop. That foundation is what makes Bizagi's AI story credible where others are still experimental. Bizagi's native AI capabilities are built directly into the platform. AI Agents are reusable, GenAI-powered assistants configured in the AI Hub, capable of content generation, document analysis, classification, summarization, and more. They can be invoked from processes, interfaces, or other agents, and integrate via connectors and Model Context Protocol to reach internal and external systems. AI Workers automate repetitive tasks inside forms and workflows by analyzing rules, field history, and process context, operating in supervised or more autonomous modes and improving through reinforcement learning. Ask Ada, Bizagi's conversational analytics assistant, lets users query business data in natural language and receive answers, charts, and insights, all within Bizagi's role and permission model and grounded in both process data and enterprise documents through a built-in RAG knowledge layer. Governance is central, not optional. Bizagi runs on Microsoft Azure with Private OpenAI integration, keeping sensitive data within a secure perimeter. AI features require deliberate configuration and deployment. Generative AI capabilities are intentionally built into workflows rather than casually enabled, and Data Domains, Personas, and Bizagi's role model control precisely what any AI capability can access and how results can be used. Customers see results fast. Stone Coast Fund Services reduced processing time by 80% across more than 25,000 annual service requests, going live in six weeks. Bizagi's AI Ignite packages take organizations from zero to live AI Agents or AI Assistants in approximately seven weeks, combining software and professional services to de-risk early projects. With over 1,000 enterprise implementations across financial services, manufacturing, healthcare, and government, Bizagi is named in the 2025 Gartner Magic Quadrant for Business Orchestration and Automation Technologies (BOAT), Microsoft Certified for AI in Financial Services and Manufacturing, and a G2 leader across Agentic AI, AI Agents for Business Operations, BPM, and Digital Process Automation. Customers include DHL, Unilever, Caterpillar, and Old Mutual. For more information, visit bizagi.com. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-07-17T15%3A38%3A12Z&secure%5Bdisplayable_resource_id%5D=1614&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=20785&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=20785&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%26selected_view%3Dgrid&secure%5Btoken%5D=99da0e8c90fa5d3cdf615c602ad56d46273bb7ec0165a53dbb8d72c71718de68&secure%5Burl%5D=https%3A%2F%2Fwww.bizagi.com%2Fen%2Fprocess-orchestration-with-bizagi%3Futm_source%3DG2%26utm_medium%3Dthird_party%26utm_campaign%3DTech-GL-2026_05-Content-G2_Clicks_Orchestration&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [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:** 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 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) ### 2. [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:** https://www.linkedin.com/company/zomentum/ (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-Business, 3% Mid-Market #### What Are Zomentum e-Sign and Payment's Pros and Cons? **Pros:** - Automation (1 reviews) - Customer Satisfaction (1 reviews) - Customer Support (1 reviews) - Deal Management (1 reviews) - Document Management (1 reviews) **Cons:** - Interface Usability (1 reviews) - Outdated Design (1 reviews) - Poor Interface Design (1 reviews) - UI Improvements (1 reviews) - UX Improvement (1 reviews) ### 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) ### 3. [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:** https://www.linkedin.com/company/2125763 (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 78% Small-Business, 11% Enterprise #### 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 ### 4. [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:** https://www.linkedin.com/company/clientary/ **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 63% Small-Business, 20% Enterprise #### 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) --- ### 5. [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:** https://www.linkedin.com/company/clientpoint/ (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% Mid-Market, 33% Enterprise #### What Are ClientPoint's Pros and Cons? **Pros:** - AI Technology (1 reviews) - Client Management (1 reviews) - Customer Success (1 reviews) - Document Management (1 reviews) - Ease of Use (1 reviews) **Cons:** - Performance Issues (1 reviews) - Saving Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Upload Issues (1 reviews) ### 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) ### 6. [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe. **Average Rating:** 4.3/5.0 **Total Reviews:** 66 **How Do G2 Users Rate Vendavo?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Vendavo?** - **Seller:** [Vendavo](https://www.g2.com/sellers/vendavo) - **Company Website:** https://www.vendavo.com - **Year Founded:** 1998 - **HQ Location:** Denver, Colorado - **Twitter:** @Vendavo (6,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14613/ (440 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Machinery, Computer Software - **Company Size:** 38% Enterprise, 38% Mid-Market #### What Are Vendavo's Pros and Cons? **Pros:** - Pricing Optimization (3 reviews) - Customer Satisfaction (2 reviews) - Ease of Use (2 reviews) - Easy Integrations (2 reviews) - Integrations (2 reviews) **Cons:** - Complexity (2 reviews) - Difficult Customization (2 reviews) - Difficult Learning Process (2 reviews) - Expensive (2 reviews) - Lagging Performance (2 reviews) ### What Do G2 Reviewers Say About Vendavo? *AI-generated summary from verified user reviews* **Pros:** - Users value Vendavo for its **effective pricing optimization** , enhancing B2B pricing strategies and improving margin management. - Users value the **solid framework and analytics capabilities** of Vendavo for effective B2B pricing management. - Users find Vendavo’s platform to be **user-friendly after initial learning** , greatly enhancing pricing and approvals efficiency. - Users appreciate the **easy integrations** with SAP, allowing smooth data flows after initial configuration adjustments. - Users find Vendavo's **integrations with ERP systems** to be surprisingly painless, enhancing data flow and usability. **Cons:** - Users struggle with the **complexity of implementation** , facing a steep learning curve and performance issues with large datasets. - Users face **difficult customization** challenges, leading to high consultancy costs and a need for extensive training. - Users face a **difficult learning process** with Vendavo, requiring extensive training and struggling with a complex interface. - Users find that **customization can be quite expensive** due to high consultancy fees and ongoing dependencies. - Users experience **lagging performance** with large datasets, causing frustration and hindering quick pricing tasks. #### What Are Recent G2 Reviews of Vendavo? **"[Excellent for Pricing Insights and Margin Optimization](https://www.g2.com/survey_responses/vendavo-review-11968271)"** **Rating:** 4.0/5.0 stars *— charlotte s.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-11968271) --- **"[Vendavo PA](https://www.g2.com/survey_responses/vendavo-review-4576703)"** **Rating:** 4.5/5.0 stars *— Vladimir B.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-4576703) --- ### 7. [Apropo](https://www.g2.com/products/apropo/reviews) Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once. Quote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors! Win more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files! Standardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours. Stop spending hours creating Excel quotes that lose. Spend minutes creating next-gen quotes that win. **Average Rating:** 4.8/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Apropo?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Apropo?** - **Seller:** [Apropo.io](https://www.g2.com/sellers/apropo-io) - **Year Founded:** 2021 - **HQ Location:** Lublin, PL - **LinkedIn® Page:** https://www.linkedin.com/company/apropo-io (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are Apropo's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Efficiency (12 reviews) - Time-saving (11 reviews) - Presentation Quality (9 reviews) - Customer Support (8 reviews) **Cons:** - Bug Issues (5 reviews) - Complexity (4 reviews) - Feature Usability (4 reviews) - Lack of Customization (3 reviews) - Inadequate AI Performance (2 reviews) ### What Do G2 Reviewers Say About Apropo? *AI-generated summary from verified user reviews* **Pros:** - Users find Apropo to be **intuitive and easy to use** , streamlining proposal creation without the hassle of Excel. - Users value the **efficiency** of Apropo, significantly speeding up the quoting process and optimizing workflows effectively. - Users find Apropo's **time-saving features** greatly enhance their efficiency, speeding up the quoting process significantly. - Users love the **professional presentation quality** of Apropo, enhancing client engagement and decision-making effortlessly. - Users praise the **exceptional customer support** of Apropo, highlighting responsive assistance and direct access to leadership. **Cons:** - Users report occasional **bug issues** that arise as Apropo evolves, but overall, feedback is encouraged and welcomed. - Users find the **onboarding process complex** , with new members often feeling overwhelmed by numerous features and formatting options. - Users find the **feature usability lacking** , often facing complications and needing to adapt to the interface. - Users find a **lack of customization** in Apropo, requiring manual adjustments that hinder user experience and efficiency. - Users find the **inadequate AI performance** of Apropo limits customization and fails to meet specific requirements effectively. #### What Are Recent G2 Reviews of Apropo? **"[Perfect tool](https://www.g2.com/survey_responses/apropo-review-12354913)"** **Rating:** 5.0/5.0 stars *— Piotr F.* [Read full review](https://www.g2.com/survey_responses/apropo-review-12354913) --- **"[Best tool for creating structured proposals for custom software projects](https://www.g2.com/survey_responses/apropo-review-12397756)"** **Rating:** 5.0/5.0 stars *— Mateusz L.* [Read full review](https://www.g2.com/survey_responses/apropo-review-12397756) --- #### What Are G2 Users Discussing About Apropo? - [What is Apropo.io proposal automation used for?](https://www.g2.com/discussions/what-is-apropo-io-proposal-automation-used-for) - 1 upvote ### 8. [Oneflow](https://www.g2.com/products/oneflow/reviews) Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control. **Average Rating:** 4.4/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Oneflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Oneflow?** - **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow) - **Year Founded:** 2012 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @oneflowcom (261 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3504313/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Konsultchef - **Top Industries:** Staffing and Recruiting, Computer Software - **Company Size:** 44% Small-Business, 43% Mid-Market #### What Are Oneflow's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Intuitive (14 reviews) - Efficiency (12 reviews) - Contract Management (8 reviews) - Customer Support (8 reviews) **Cons:** - Missing Features (12 reviews) - Document Management (5 reviews) - Limited Customization (5 reviews) - Expensive (4 reviews) - Feature Usability (4 reviews) ### What Do G2 Reviewers Say About Oneflow? *AI-generated summary from verified user reviews* **Pros:** - Users find Oneflow's **ease of use** exceptional, streamlining contract management and enhancing workflow efficiency effortlessly. - Users find Oneflow to be **intuitive and easy to use** , enhancing the contract management experience significantly. - Users find Oneflow to be an **efficient tool** that streamlines contract management and enhances workflow significantly. - Users appreciate the **streamlined contract management** of Oneflow, which simplifies processes and enhances overall efficiency. - Users commend the **fast and accurate customer support** from OneFlow, enhancing their overall experience with the product. **Cons:** - Users note a lack of **missing features** in Oneflow, particularly in customization and integrations that limit flexibility. - Users find the **limited capabilities for document collaboration** frustrating and desire better integration and automation features. - Users note the **limited customization** options in Oneflow, seeking more flexibility and integration features for better usability. - Users feel that Oneflow is **quite expensive** and lacks value due to the additional costs for promised functionalities. - Users find **feature usability lacking** in Oneflow compared to competitors, citing cumbersomeness and design issues. #### What Are Recent G2 Reviews of Oneflow? **"[Useful Renewal Reminders That Keep Us on Track](https://www.g2.com/survey_responses/oneflow-review-12858184)"** **Rating:** 4.0/5.0 stars *— Lee-Anne L.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184) --- **"[Smooth, modern contract workflows that make collaboration easy](https://www.g2.com/survey_responses/oneflow-review-11224592)"** **Rating:** 4.5/5.0 stars *— Magdalena Z.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592) --- #### What Are G2 Users Discussing About Oneflow? - [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment ### 9. [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 **How Do G2 Users Rate Bonsai?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Bonsai?** - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc (3,038 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6591614/ (41 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small-Business, 1% Mid-Market #### What Are Bonsai's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Invoicing (17 reviews) - Invoice Management (13 reviews) - Time-saving (13 reviews) - Time Tracking (13 reviews) **Cons:** - Missing Features (18 reviews) - Expensive (8 reviews) - Integration Issues (8 reviews) - Limited Customization (8 reviews) - Limited Features (8 reviews) ### What Do G2 Reviewers Say About Bonsai? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. **Cons:** - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **"[Great Accounts/CRM/collab solution for micro and small businesses](https://www.g2.com/survey_responses/bonsai-review-9713271)"** **Rating:** 5.0/5.0 stars *— Anita Q.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) --- **"[A love hate relationship I love to hate](https://www.g2.com/survey_responses/bonsai-review-10245202)"** **Rating:** 5.0/5.0 stars *— Braden E.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) --- #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ### 10. [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews) Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines. **Average Rating:** 3.6/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Kaseya Quote Manager?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Kaseya Quote Manager?** - **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya) - **Company Website:** https://www.kaseya.com/ - **Year Founded:** 2000 - **HQ Location:** Miami, FL - **Twitter:** @KaseyaCorp (17,411 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kaseya/ (5,471 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 94% Small-Business, 6% Mid-Market #### What Are Kaseya Quote Manager's Pros and Cons? **Pros:** - Customization (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) - Integrations (1 reviews) - Process Efficiency (1 reviews) **Cons:** - Integration Issues (1 reviews) - Lack of Integration (1 reviews) - Poor Integration (1 reviews) ### What Do G2 Reviewers Say About Kaseya Quote Manager? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** in Kaseya Quote Manager, especially for creating tailored templates for items. - Users appreciate the **easy integrations** of Kaseya Quote Manager, significantly enhancing their daily workflow efficiency. - Users find Kaseya Quote Manager enhances **efficiency** in their quoting process with its simplicity and seamless integration. - Users value the **seamless integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes. - Users appreciate the **process efficiency** of Kaseya Quote Manager, simplifying quoting and enhancing daily productivity. **Cons:** - Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. - Users are frustrated with the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. - Users are frustrated with the **poor integration** of Kaseya Quote Manager with essential tools like AI applications. #### What Are Recent G2 Reviews of Kaseya Quote Manager? **"[Kaseya Quote Manager Streamlines Quoting with a Centralized, Consistent Workflow](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)"** **Rating:** 4.0/5.0 stars *— Darren .* [Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645) --- **"[Streamlined, Professional Quotes with Kaseya Quote Manager](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12875693)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12875693) --- ### 11. [Quotient](https://www.g2.com/products/quotient/reviews) Great looking quotes and proposals in one easy to use system. **Average Rating:** 4.7/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Quotient?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (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 Quotient?** - **Seller:** [Quotient](https://www.g2.com/sellers/quotient) - **Year Founded:** 2011 - **HQ Location:** Columbia, MD - **Twitter:** @QuotientApp (672 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/quotientapp/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 91% Small-Business #### What Are Quotient's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Creation (1 reviews) - Easy Integrations (1 reviews) - Easy Setup (1 reviews) - Efficiency (1 reviews) **Cons:** - Limited Design Options (1 reviews) - Limited Template Flexibility (1 reviews) ### What Do G2 Reviewers Say About Quotient? *AI-generated summary from verified user reviews* **Pros:** - Users find Quotient's **ease of use** enhances workflow efficiency, simplifying quote creation and tracking significantly. - Users appreciate the **easy creation of template quotes** with Quotient, enhancing workflow efficiency and management. - Users value the **easy integrations** of Quotient, enhancing overall efficiency and workflow within their business operations. - Users benefit from the **easy setup** of Quotient, enhancing their workflow and making template management straightforward. - Users appreciate the **efficiency** of Quotient in creating and managing quotes, enhancing their workflow significantly. **Cons:** - Users are frustrated by the **limited design options** in Quotient, hindering the creation of appealing quote templates. - Users are frustrated by the **limited template flexibility** in Quotient, hindering the creation of visually appealing quotes. #### What Are Recent G2 Reviews of Quotient? **"[Effortless Quoting with Quotient](https://www.g2.com/survey_responses/quotient-review-12041542)"** **Rating:** 5.0/5.0 stars *— William S.* [Read full review](https://www.g2.com/survey_responses/quotient-review-12041542) --- **"[Great Package](https://www.g2.com/survey_responses/quotient-review-8964567)"** **Rating:** 5.0/5.0 stars *— Zack W.* [Read full review](https://www.g2.com/survey_responses/quotient-review-8964567) --- #### What Are G2 Users Discussing About Quotient? - [What is Quotient used for?](https://www.g2.com/discussions/what-is-quotient-used-for) ### 12. [Storydoc](https://www.g2.com/products/storydoc/reviews) Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion. **Average Rating:** 4.7/5.0 **Total Reviews:** 67 **How Do G2 Users Rate Storydoc?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Storydoc?** - **Seller:** [Storydoc](https://www.g2.com/sellers/storydoc) - **Year Founded:** 2019 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @getstorydoc (31 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/storydocltd/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 78% Small-Business, 16% Mid-Market #### What Are Storydoc's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Presentation Quality (18 reviews) - Presentations (13 reviews) - Customer Support (12 reviews) - Intuitive (12 reviews) **Cons:** - Limited Customization (7 reviews) - Cost (6 reviews) - Expensive (5 reviews) - Limited Templates (5 reviews) - AI Limitations (4 reviews) ### What Do G2 Reviewers Say About Storydoc? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Storydoc, enabling them to create impactful presentations effortlessly. - Users admire the **presentation quality** of Storydoc, enabling epic, shareable, and customizable presentations effortlessly. - Users love the **user-friendly presentation builder** , enabling quick, customizable, and impressive presentations with excellent support. - Users commend the **responsive and helpful customer support** of Storydoc, enhancing their overall experience with the platform. - Users enjoy Storydoc's **intuitive interface** , making it easy for everyone to navigate and create engaging content. **Cons:** - Users find the **limited customization** options in Storydoc restrictive, often needing more flexibility for unique narratives. - Users find the **costs prohibitive** , particularly for casual use and additional expenses like URL branding. - Users find the **pricing tier to be high** for casual use, making it less accessible for startups. - Users express a need for **more template variety** to enhance design flexibility and ease project scalability. - Users note the **AI limitations** of Storydoc, expressing concerns about its current lack of sophistication and accuracy. #### What Are Recent G2 Reviews of Storydoc? **"[Seamless Video Focused Presentations](https://www.g2.com/survey_responses/storydoc-review-12427777)"** **Rating:** 5.0/5.0 stars *— Matt M.* [Read full review](https://www.g2.com/survey_responses/storydoc-review-12427777) --- **"[A versatile platform for creating high-end interactive documents](https://www.g2.com/survey_responses/storydoc-review-12268004)"** **Rating:** 5.0/5.0 stars *— Maya D.* [Read full review](https://www.g2.com/survey_responses/storydoc-review-12268004) --- ### 13. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business. **Average Rating:** 4.3/5.0 **Total Reviews:** 596 **How Do G2 Users Rate Conga CLM?** - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Conga CLM?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Administrator - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Mid-Market, 39% Enterprise #### What Are Conga CLM's Pros and Cons? **Pros:** - Ease of Use (82 reviews) - Features (61 reviews) - Efficiency (60 reviews) - Contract Management (59 reviews) - Integrations (45 reviews) **Cons:** - Steep Learning Curve (31 reviews) - Learning Curve (29 reviews) - Slow Performance (26 reviews) - Time-Consuming (26 reviews) - Complex Setup (23 reviews) ### What Do G2 Reviewers Say About Conga CLM? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Conga CLM enhances their daily contract management and workflows significantly. - Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management. - Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks. - Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor. - Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency. **Cons:** - Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation. - Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes. - Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data. - Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods. - Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience. #### What Are Recent G2 Reviews of Conga CLM? **"[Conga CLM: Simplifying Contract Creation, Execution, and Management](https://www.g2.com/survey_responses/conga-clm-review-10722962)"** **Rating:** 5.0/5.0 stars *— Ankita K.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962) --- **"[Streamlines Contract Management, But Setup Can Be Challenging](https://www.g2.com/survey_responses/conga-clm-review-11888895)"** **Rating:** 5.0/5.0 stars *— Bhagirath P.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-11888895) --- #### What Are G2 Users Discussing About Conga CLM? - [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment - [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce) - [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for) - [What do contract management systems look for?](https://www.g2.com/discussions/what-do-contract-management-systems-look-for) - [How much does conga cost?](https://www.g2.com/discussions/how-much-does-conga-cost) ### 14. [Fiverr Workspace](https://www.g2.com/products/fiverr-workspace/reviews) AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sounds like a lot of features. Did we mention they’re all in one place? But what else makes us better than using 8 apps to run your business? Our software intelligently integrates each aspect of business management so you can eliminate inefficiencies across your business. That means proposals and contracts once approved automatically creates your projects. Set up scheduled invoicing for automated invoicing & recurring billing so you are notified when it's time to invoice. It means time tracking that speaks to your projects and invoices, Automated overdue invoice reminders that talk to your task list. It means payments that know to automatically file your income and online payment processing fees as an expense so all your books are in order. Every feature talks to the next so that you can do things faster and focus on the work you love. AND.CO helps with the rest! Yeah, that’s what it means. With less time spent managing the business, you get more time to operate in your genius zone! **Average Rating:** 3.9/5.0 **Total Reviews:** 19 **How Do G2 Users Rate Fiverr Workspace?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Fiverr Workspace?** - **Seller:** [Fiverr](https://www.g2.com/sellers/fiverr) - **Year Founded:** 2010 - **HQ Location:** Tel-Aviv - **Twitter:** @fiverr (458,568 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/861427/ (213,999 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 90% Small-Business, 5% Enterprise #### What Are Fiverr Workspace's Pros and Cons? **Pros:** - All-in-one Solutions (1 reviews) - Comprehensive Features (1 reviews) - Contract Management (1 reviews) - Document Management (1 reviews) - Ease of Use (1 reviews) **Cons:** - Delays (1 reviews) - Email Issues (1 reviews) - Lack of Communication Features (1 reviews) - Limited Features (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Fiverr Workspace? *AI-generated summary from verified user reviews* **Pros:** - Users love the **all-in-one solutions** of Fiverr Workspace for streamlined proposals, contracts, invoicing, and financial tracking. - Users value the **comprehensive features** of Fiverr Workspace, seamlessly integrating proposals, contracts, invoicing, and more. - Users value the **all-in-one solution** of Fiverr Workspace, combining contracts, invoicing, and timekeeping seamlessly. - Users value the **all-in-one document management** capabilities of Fiverr Workspace, enhancing efficiency and organization. - Users appreciate the **all-in-one functionality** of Fiverr Workspace, which simplifies management of proposals and invoicing. **Cons:** - Users have noted significant **delays in support response** and unresolved issues, impacting their overall satisfaction with Fiverr Workspace. - Users express frustration with **email support issues** that delay resolution and hinder timely assistance with problems. - Users are frustrated by the **lack of communication features** in Fiverr Workspace, impacting support and response times. - Users note a **lack of new features** in Fiverr Workspace, indicating stagnation since the acquisition of And.co. - Users lament the **lack of new features** in Fiverr Workspace, highlighting a decline in product quality since the acquisition. #### What Are Recent G2 Reviews of Fiverr Workspace? **"[I use this for everything!](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353)"** **Rating:** 5.0/5.0 stars *— Kayla S.* [Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353) --- **"[AND.CO is an all-in-one essential for business owners!](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365)"** **Rating:** 4.5/5.0 stars *— Verified User in Design* [Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365) --- #### What Are G2 Users Discussing About Fiverr Workspace? - [What is Fiverr Workspace used for?](https://www.g2.com/discussions/what-is-fiverr-workspace-used-for) ### 15. [ScalePad Quoter](https://www.g2.com/products/scalepad-quoter/reviews) Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. **Average Rating:** 4.7/5.0 **Total Reviews:** 44 **How Do G2 Users Rate ScalePad Quoter?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind ScalePad Quoter?** - **Seller:** [ScalePad](https://www.g2.com/sellers/scalepad) - **Year Founded:** 2015 - **HQ Location:** Vancouver, BC - **Twitter:** @GoScalePad (981 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scalepad/ (235 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Telecommunications - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are ScalePad Quoter's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Quoting Process (8 reviews) - Templates (5 reviews) - Customer Support (4 reviews) - Customizability (4 reviews) **Cons:** - Limited Customization (3 reviews) - Missing Features (3 reviews) - Poor Integration (3 reviews) - API Integration Issues (2 reviews) - Contact Management (2 reviews) ### What Do G2 Reviewers Say About ScalePad Quoter? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple. - Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy. - Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease. - Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience. - Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration. **Cons:** - Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals. - Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals. - Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter. - Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing. - Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates. #### What Are Recent G2 Reviews of ScalePad Quoter? **"[Quoter saves the day!](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)"** **Rating:** 5.0/5.0 stars *— Kevin C.* [Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471) --- **"[Great quoting software](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)"** **Rating:** 4.0/5.0 stars *— Alex Y.* [Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071) --- #### What Are G2 Users Discussing About ScalePad Quoter? - [What is online quote function?](https://www.g2.com/discussions/quoter-what-is-online-quote-function) - [What is online quote function?](https://www.g2.com/discussions/what-is-online-quote-function) - [What is quotation management system?](https://www.g2.com/discussions/what-is-quotation-management-system) - 1 upvote - [What is quoter?](https://www.g2.com/discussions/what-is-quoter) - 2 comments, 1 upvote - [What is a quoting software?](https://www.g2.com/discussions/what-is-a-quoting-software) - 1 comment, 1 upvote ### 16. [Conga Composer](https://www.g2.com/products/conga-composer/reviews) Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation. **Average Rating:** 4.4/5.0 **Total Reviews:** 843 **How Do G2 Users Rate Conga Composer?** - **Ease of Use:** 8.3/10 (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:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Conga Composer?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Salesforce Administrator, Business Analyst - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 28% Enterprise #### What Are Conga Composer's Pros and Cons? **Pros:** - Features (86 reviews) - Document Management (80 reviews) - Ease of Use (72 reviews) - Time-saving (53 reviews) - Integrations (52 reviews) **Cons:** - Learning Curve (48 reviews) - Steep Learning Curve (31 reviews) - Difficulty (26 reviews) - Time-Consuming (25 reviews) - Complex Setup (20 reviews) ### What Do G2 Reviewers Say About Conga Composer? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **bulk API and integration capabilities** of Conga Composer, enhancing document generation efficiency and performance. - Users value the **bulk document generation** feature of Conga Composer, enhancing efficiency and performance for complex use cases. - Users find Conga Composer to be **easy to use** , simplifying document customization and integration with other tools. - Users value the **time-saving automation** of Conga Composer, simplifying document creation and delivery processes significantly. - Users value the **seamless integrations** with Salesforce, enhancing efficiency and reducing errors in document creation. **Cons:** - Users find the **learning curve steep and frustrating** , complicating setup and issue resolution within Conga Composer. - Users find the **steep learning curve** of Conga Composer challenging, especially with complex formatting and data mapping. - Users find the **difficulty in learning and navigation** frustrating, affecting efficient use of Conga Composer. - Users find the **time-consuming setup and performance** challenges of Conga Composer frustrating, especially with large documents. - Users find the **complex setup** of Conga Composer burdensome, leading to ongoing issues and delayed resolutions. #### What Are Recent G2 Reviews of Conga Composer? **"[Seamless Salesforce Integration with Outstanding Support](https://www.g2.com/survey_responses/conga-composer-review-13109142)"** **Rating:** 5.0/5.0 stars *— Verified User in Online Media* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-13109142) --- **"[Efficient Salesforce Document Generation with Consistent, High-ROI Reporting](https://www.g2.com/survey_responses/conga-composer-review-12706846)"** **Rating:** 4.5/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846) --- #### What Are G2 Users Discussing About Conga Composer? - [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution) - [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do) ### 17. [AutogenAI](https://www.g2.com/products/autogenai/reviews) AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth. **Average Rating:** 4.3/5.0 **Total Reviews:** 159 **How Do G2 Users Rate AutogenAI?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.6/10 (Category avg: 8.8/10) **Who Is the Company Behind AutogenAI?** - **Seller:** [AutogenAI](https://www.g2.com/sellers/autogenai) - **Company Website:** https://autogenai.com/ - **Year Founded:** 2022 - **HQ Location:** New York, NY - **Twitter:** @AutogenAI (324 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/autogenai (171 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Bid Writer, Bid Manager - **Top Industries:** Construction, Facilities Services - **Company Size:** 50% Enterprise, 36% Mid-Market #### What Are AutogenAI's Pros and Cons? **Pros:** - Time-saving (56 reviews) - Efficiency (55 reviews) - Ease of Use (54 reviews) - Features (42 reviews) - Customer Support (38 reviews) **Cons:** - Learning Curve (18 reviews) - User Difficulty (15 reviews) - Not Intuitive (12 reviews) - Steep Learning Curve (11 reviews) - Learning Difficulty (10 reviews) ### What Do G2 Reviewers Say About AutogenAI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving efficiency** of AutogenAI, enabling focus on more critical tasks and priorities. - Users value the **efficiency** of AutogenAI, which frees up time for important tasks and enhances tender submission processes. - Users value the **ease of use** of AutogenAI, appreciating its simplicity and powerful capabilities for daily tasks. - Users appreciate AutogenAI's **versatile functionalities** and integration capabilities that enhance bid management and response quality. - Users value the **outstanding customer support** from AutogenAI, appreciating responsive advisors and effective training resources. **Cons:** - Users find the **learning curve steep** , as the complex interface hinders efficient usage and requires considerable effort. - Users find the **complexity and reloading requirements** of AutogenAI contribute to a frustrating and difficult user experience. - Users find the interface of AutogenAI to be **not intuitive** , requiring excessive navigation and causing confusion. - Users face a **steep learning curve** with AutogenAI, requiring time to maximize its multifaceted capabilities and features. - Users face a **steep learning curve** with AutogenAI, hindering immediate productivity and requiring significant time investment. #### What Are Recent G2 Reviews of AutogenAI? **"[A Reliable Tool for Faster, Smarter Proposal Creation](https://www.g2.com/survey_responses/autogenai-review-12871483)"** **Rating:** 4.0/5.0 stars *— Divyam S.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12871483) --- **"[Efficient Content Creation with Unique Insights](https://www.g2.com/survey_responses/autogenai-review-12834910)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12834910) --- ### 18. [QorusDocs](https://www.g2.com/products/qorusdocs/reviews) QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com **Average Rating:** 4.4/5.0 **Total Reviews:** 166 **How Do G2 Users Rate QorusDocs?** - **Ease of Use:** 8.4/10 (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:** 8.2/10 (Category avg: 8.8/10) **Who Is the Company Behind QorusDocs?** - **Seller:** [QorusDocs](https://www.g2.com/sellers/qorusdocs) - **Year Founded:** 2012 - **HQ Location:** Seattle, WA - **Twitter:** @qorusdocs (2,614 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1203323/ (62 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Enterprise, 31% Mid-Market #### What Are QorusDocs's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Document Management (18 reviews) - Customer Support (15 reviews) - Content Management (13 reviews) - Features (13 reviews) **Cons:** - Limited Features (6 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Slow Performance (4 reviews) - Software Bugs (4 reviews) ### What Do G2 Reviewers Say About QorusDocs? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of QorusDocs, simplifying proposal writing and content management significantly. - Users value the **efficient document management** in QorusDocs, benefiting from templates and centralized storage for proposals. - Users appreciate the **responsive and knowledgeable customer support** of QorusDocs, praising their fast and helpful assistance. - Users value the **easy access to content** with QorusDocs, enhancing their document organization and overall efficiency. - Users appreciate the **easy content search and template management** features of QorusDocs, enhancing their proposal processes. **Cons:** - Users note **limited features** in QorusDocs, missing essential tools like content reordering and built-in search. - Users report **bug issues** in QorusDocs that lead to frustration and require frequent support interventions. - Users find the **complex setup** of QorusDocs challenging, requiring technical expertise to maximize its potential. - Users often experience **slow performance** with QorusDocs, facing delays and occasional application hangs when accessing content. - Users find **software bugs** frustrating, as they impact normal operations and require multiple support tickets for resolution. #### What Are Recent G2 Reviews of QorusDocs? **"[Well-Designed AI Skills for Fast, Fully Formatted RFP Drafts](https://www.g2.com/survey_responses/qorusdocs-review-12227518)"** **Rating:** 5.0/5.0 stars *— Gordon B.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-12227518) --- **"[QorusDocs helps me to automatize pursuits set up process](https://www.g2.com/survey_responses/qorusdocs-review-10744690)"** **Rating:** 5.0/5.0 stars *— Mariana F.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-10744690) --- #### What Are G2 Users Discussing About QorusDocs? - [What is QorusDocs used for?](https://www.g2.com/discussions/what-is-qorusdocs-used-for) - 1 comment - [What does Qorus do?](https://www.g2.com/discussions/what-does-qorus-do) - 1 comment - [What is Proposal Management Software?](https://www.g2.com/discussions/what-is-proposal-management-software) - [What is RFP software?](https://www.g2.com/discussions/qorusdocs-what-is-rfp-software) - [What is qorus breeze?](https://www.g2.com/discussions/what-is-qorus-breeze) ### 19. [Flowcase](https://www.g2.com/products/flowcase/reviews) Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win. **Average Rating:** 4.6/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Flowcase?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Flowcase?** - **Seller:** [Flowcase](https://www.g2.com/sellers/flowcase) - **Company Website:** https://www.flowcase.com - **Year Founded:** 2012 - **HQ Location:** London, England - **LinkedIn® Page:** https://www.linkedin.com/company/2737072 (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consulting - **Company Size:** 46% Small-Business, 23% Mid-Market #### What Are Flowcase's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Intuitive (2 reviews) - AI Technology (1 reviews) - Artificial Intelligence (1 reviews) - Automation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Initial Usage Difficulty (1 reviews) - Integration Issues (1 reviews) - Limited Customization (1 reviews) - Limited Template Flexibility (1 reviews) ### What Do G2 Reviewers Say About Flowcase? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive and user-friendly design** of Flowcase, making CV management simple and efficient. - Users find Flowcase's **intuitive interface** enhances their experience, making document management seamless and efficient. - Users find the **AI technology** in Flowcase enhances usability, making tasks simpler and more efficient. - Users love the **intuitive user interface** enhanced by AI, simplifying their experience and improving productivity. - Users praise Flowcase for its **powerful automation tools** that enhance document management and proposal efficiency. **Cons:** - Users find some **advanced functions hard to set** initially, leading to a challenging learning experience with Flowcase. - Users find the **initial usage difficulty** challenging due to the complexity of setting advanced functions. - Users note potential **integration issues** with external tools, impacting overall functionality without extensive testing. - Users express concern over the **limited customization** of Flowcase, impacting individual user preferences and needs. - Users note **limited template flexibility** initially, but appreciate the ongoing dialogue that addresses change requests over time. #### What Are Recent G2 Reviews of Flowcase? **"[Outstanding Experience in Every Way](https://www.g2.com/survey_responses/flowcase-review-11920615)"** **Rating:** 5.0/5.0 stars *— Sven E.* [Read full review](https://www.g2.com/survey_responses/flowcase-review-11920615) --- **"[Intuitive and User-Friendly with Powerful Search Functions](https://www.g2.com/survey_responses/flowcase-review-12244713)"** **Rating:** 5.0/5.0 stars *— Rita S.* [Read full review](https://www.g2.com/survey_responses/flowcase-review-12244713) --- ### 20. [Tango Agreements](https://www.g2.com/products/tango-agreements/reviews) Tango automates the contract and payment workflow for fractional executives and small-medium professional services businesses. By bringing the scope, contract, and payment onto a single interactive page, customers spend less time in disputes and following up on payments, giving them back 40% of their time per year. While platforms like Shopify cater to e-commerce stores, professional services businesses have lacked a streamlined solution that allows them to provide their clients with a checkout experience that is not only professional, but also compliant (e.g. IR35, PSI). Tango Agreements makes your professional services business more profitable, scalable and compliant. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Tango Agreements?** - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Tango Agreements?** - **Seller:** [Tango Agreements](https://www.g2.com/sellers/tango-agreements) - **Year Founded:** 2022 - **HQ Location:** Burleigh Heads, AU - **LinkedIn® Page:** https://www.linkedin.com/company/tangoagreements/about/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Tango Agreements? **"[Proposals / Contracts made quick & EASY](https://www.g2.com/survey_responses/tango-agreements-review-9828424)"** **Rating:** 5.0/5.0 stars *— Shev W.* [Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9828424) --- **"[100% closed contract rate with an accelerated sales cycle!](https://www.g2.com/survey_responses/tango-agreements-review-9914666)"** **Rating:** 5.0/5.0 stars *— Adam D.* [Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9914666) --- ### 21. [Loopio](https://www.g2.com/products/loopio/reviews) Loopio is a response management software designed to assist enterprise businesses in streamlining their response processes for Requests for Proposals (RFPs), Requests for Information (RFIs), Security Questionnaires, and other similar documents. This innovative solution leverages advanced machine learning technology, specifically its proprietary Response Intelligence™, to enhance the efficiency and effectiveness of the response process. By providing actionable insights and recommendations, Loopio enables users to work smarter, ultimately leading to the creation of more compelling proposals. Loopio caters to a diverse range of industries, including technology, finance, healthcare, and professional services. With Loopio, users can significantly reduce the time and effort spent on crafting responses, allowing them to focus on strategic initiatives and other critical business activities. Key features of Loopio include its intuitive user interface, a comprehensive content library, and robust collaboration tools. The content library allows users to store and organize previously used responses, making it easy to retrieve and adapt them for new proposals. Collaboration tools enable team members to work together seamlessly, ensuring that all stakeholders can contribute their expertise and insights. Additionally, the software's analytics capabilities provide valuable metrics on response performance, helping teams identify areas for improvement and optimize their approach over time. The benefits of using Loopio extend beyond mere time savings. Organizations that implement this software often experience a significant increase in the number of RFP responses completed, with some reporting up to a 51% improvement. Furthermore, users can save up to 42% in time spent on the response process, allowing them to allocate resources more effectively. Most notably, businesses leveraging Loopio have reported an 85% increase in their success rate for winning new business, underscoring the software's impact on overall performance and competitiveness in the market. With over 1,700 companies relying on Loopio to enhance their response capabilities, the software has established itself as a trusted solution in the realm of response management. By combining advanced technology with user-friendly features, Loopio empowers organizations to respond faster, improve the quality of their submissions, and ultimately secure more business opportunities. **Average Rating:** 4.6/5.0 **Total Reviews:** 804 **How Do G2 Users Rate Loopio?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Loopio?** - **Seller:** [Loopio Inc.](https://www.g2.com/sellers/loopio-inc) - **Company Website:** https://www.loopio.com - **Year Founded:** 2014 - **HQ Location:** Toronto - **Twitter:** @loopioinc (1,664 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5020707/ (301 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Bid Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 51% Mid-Market, 34% Enterprise #### What Are Loopio's Pros and Cons? **Pros:** - Ease of Use (235 reviews) - Efficiency (146 reviews) - Time-saving (143 reviews) - Features (121 reviews) - Intuitive (112 reviews) **Cons:** - Missing Features (48 reviews) - Limitations (41 reviews) - Formatting Issues (39 reviews) - Export Issues (35 reviews) - Limited Features (35 reviews) ### What Do G2 Reviewers Say About Loopio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Loopio, making RFP responses efficient and collaboration seamless. - Users appreciate Loopio for its **enhanced efficiency** through easy search, quick access to information, and seamless setup. - Users value Loopio for its **time-saving features** , streamlining proposal management and enhancing team collaboration and efficiency. - Users appreciate Loopio for its **user-friendly search engine and seamless collaboration features** , enhancing efficiency and communication in projects. - Users value the **intuitive design** of Loopio, making information retrieval and collaboration seamless and efficient. **Cons:** - Users note the **missing features** like better Word mapping and keyword search options limit Loopio's effectiveness. - Users face **occasional search limitations** and difficulties with importing responses, impacting overall usability of Loopio. - Users struggle with **formatting issues** in Loopio, finding it difficult to maintain consistency during exports and edits. - Users find the **export issues** frustrating, noting clunky functionality and a lack of filtering options. - Users find Loopio's **limited features** impede configurability and intuitiveness, affecting overall user experience and efficiency. #### What Are Recent G2 Reviews of Loopio? **"[Intuitive, User-Friendly Interface with Strong Collaboration](https://www.g2.com/survey_responses/loopio-review-13115393)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/loopio-review-13115393) --- **"[Streamlines RFP Responses with Ease](https://www.g2.com/survey_responses/loopio-review-11972599)"** **Rating:** 4.0/5.0 stars *— madeleine h.* [Read full review](https://www.g2.com/survey_responses/loopio-review-11972599) --- #### What Are G2 Users Discussing About Loopio? - [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment - [What is Avnio RFx used for?](https://www.g2.com/discussions/what-is-avnio-rfx-used-for) - [What is Avnio Tables used for?](https://www.g2.com/discussions/what-is-avnio-tables-used-for) ### 22. [Ideagen Collaboration Portal](https://www.g2.com/products/ideagen-collaboration-portal/reviews) Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared. **Average Rating:** 4.2/5.0 **Total Reviews:** 139 **How Do G2 Users Rate Ideagen Collaboration Portal?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 6.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Ideagen Collaboration Portal?** - **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen) - **Year Founded:** 2000 - **HQ Location:** Ruddington, Nottingham - **Twitter:** @Ideagen_ (2,172 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2280940 (1,386 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management, Government Administration - **Company Size:** 42% Small-Business, 32% Enterprise #### What Are Ideagen Collaboration Portal's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Customer Support (3 reviews) - Easy Collaboration (3 reviews) - Easy Setup (3 reviews) - Security (3 reviews) **Cons:** - Cost Issues (2 reviews) - Difficult Learning (2 reviews) - Document (2 reviews) - Expensive (2 reviews) - Inconvenience (2 reviews) ### What Do G2 Reviewers Say About Ideagen Collaboration Portal? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Ideagen Collaboration Portal ensures seamless collaboration without the need for special training. - Users laud the **exceptional customer support** , consistently highlighting the responsiveness and effectiveness of the Ideagen team. - Users appreciate the **easy collaboration** offered by Ideagen Collaboration Portal, streamlining teamwork across diverse stakeholders. - Users find the **easy setup** of Ideagen Collaboration Portal enhances collaborative efforts across diverse stakeholders. - Users appreciate the **solid security features** of Ideagen Collaboration Portal, ensuring the safety of sensitive information. **Cons:** - Users express concerns about **high cancellation fees** and poor support after years of loyalty to Ideagen Collaboration Portal. - Users note a **difficult learning curve** , especially for those unfamiliar with technology, impacting overall usability. - Users face **frequent editing issues** in documents, leading to frustrations and functionality limitations within the Ideagen Collaboration Portal. - Users find the Ideagen Collaboration Portal **expensive** for its lack of basic features and poor customer support. - Users face **inconvenience** with frequent re-logins and limited flexibility in workflows on the Ideagen Collaboration Portal. #### What Are Recent G2 Reviews of Ideagen Collaboration Portal? **"[Great Collaboration Workspace for Sharing Documents and Planning Projects](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)"** **Rating:** 4.5/5.0 stars *— Carine P.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336) --- **"[Excellent for managing project documentation and its storage](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)"** **Rating:** 4.5/5.0 stars *— María de Lourdes R.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763) --- #### What Are G2 Users Discussing About Ideagen Collaboration Portal? - [How much does huddle cost?](https://www.g2.com/discussions/how-much-does-huddle-cost) - [What is team huddle?](https://www.g2.com/discussions/what-is-team-huddle) - [How do you use the Huddle app?](https://www.g2.com/discussions/how-do-you-use-the-huddle-app) - [What is Huddle app?](https://www.g2.com/discussions/what-is-huddle-app) ### 23. [Revv](https://www.g2.com/products/revv-revv/reviews) Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process **Average Rating:** 4.6/5.0 **Total Reviews:** 45 **How Do G2 Users Rate Revv?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Revv?** - **Seller:** [Revv](https://www.g2.com/sellers/revv-dd605773-fc55-47ed-b216-e73abbeb26b2) - **Year Founded:** 2018 - **HQ Location:** Walnut, California - **Twitter:** @REVV (298 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14418325/ (11 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 24% Mid-Market #### What Are Recent G2 Reviews of Revv? **"[What a great product!](https://www.g2.com/survey_responses/revv-review-5180735)"** **Rating:** 5.0/5.0 stars *— Arezou Z.* [Read full review](https://www.g2.com/survey_responses/revv-review-5180735) --- **"[Review for Revv](https://www.g2.com/survey_responses/revv-review-6655282)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/revv-review-6655282) --- #### What Are G2 Users Discussing About Revv? - [What is Revv used for?](https://www.g2.com/discussions/what-is-revv-used-for) ### 24. [RocketDocs](https://www.g2.com/products/rocketdocs/reviews) At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more. **Average Rating:** 4.2/5.0 **Total Reviews:** 103 **How Do G2 Users Rate RocketDocs?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10) **Who Is the Company Behind RocketDocs?** - **Seller:** [RocketDocs](https://www.g2.com/sellers/rocketdocs) - **Company Website:** https://rocketdocs.com/ - **Year Founded:** 1994 - **HQ Location:** Dallas, TX - **LinkedIn® Page:** https://www.linkedin.com/company/rocketdocs (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Insurance - **Company Size:** 50% Mid-Market, 32% Enterprise #### What Are RocketDocs's Pros and Cons? **Pros:** - Document Management (9 reviews) - Content Management (7 reviews) - Content Library (5 reviews) - Ease of Use (5 reviews) - Efficiency (5 reviews) **Cons:** - Inefficient Search Functionality (3 reviews) - Learning Curve (3 reviews) - Manual Processes (3 reviews) - Content Management (2 reviews) - Difficult Adjustments (2 reviews) ### What Do G2 Reviewers Say About RocketDocs? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficient document management** of RocketDocs, facilitating swift approvals and robust knowledge base creation. - Users value the **efficient content management** of RocketDocs, simplifying drafting and repository organization with AI assistance. - Users value the **comprehensive content library** in RocketDocs, enhancing collaboration and streamlining the RFP process. - Users find RocketDocs to be **easy to use** , facilitating swift approvals and seamless content management efficiently. - Users find RocketDocs to be highly **efficient** , streamlining the approval process and enhancing knowledge management effectively. **Cons:** - Users report the **inefficient search functionality** of RocketDocs, making it difficult to navigate large databases effectively. - Users find the **learning curve challenging** due to the advanced features and complex interface of RocketDocs. - Users find the **manual processes** of RocketDocs tedious and inefficient, especially in uploading documents and attachments. - Users find **content management limitations** in RocketDocs challenging, particularly with filtering and document attachment issues. - Users face **difficult adjustments** due to limited filtering, inconsistencies in document formats, and redundant project listings. #### What Are Recent G2 Reviews of RocketDocs? **"[Easy to Learn and Great for Quickly Finding Proposal Information](https://www.g2.com/survey_responses/rocketdocs-review-12608293)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12608293) --- **"[Efficient Answer Management, Seamless Bulk Updates](https://www.g2.com/survey_responses/rocketdocs-review-12771812)"** **Rating:** 5.0/5.0 stars *— Christian C.* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12771812) --- #### What Are G2 Users Discussing About RocketDocs? - [What are the benefits and drawbacks of using RocketDocs for proposal management, and what features do you find most useful?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-rocketdocs-for-proposal-management-and-what-features-do-you-find-most-useful) - [What is RocketDocs used for?](https://www.g2.com/discussions/what-is-rocketdocs-used-for) ### 25. [Proposable](https://www.g2.com/products/proposable/reviews) Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process. **Average Rating:** 4.2/5.0 **Total Reviews:** 74 **How Do G2 Users Rate Proposable?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Proposable?** - **Seller:** [Proposable](https://www.g2.com/sellers/proposable) - **Year Founded:** 2009 - **HQ Location:** Bloomington, IN - **Twitter:** @Proposable (1,704 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3353595/ - **Phone:** 1-888-901-7970 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 55% Small-Business, 35% Mid-Market #### What Are Proposable's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Navigation Ease (1 reviews) **Cons:** - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Proposable? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Proposable, finding it simple to navigate and learn quickly. - Users value the **navigation ease** of Proposable, finding it simple to use and learn quickly. **Cons:** - Users report **slow performance** of Proposable, frequently facing downtimes that hinder timely completion of tasks. - Users are frustrated with Proposable's **frequent downtime and lack of updates** , which hinder timely usage and improvements. #### What Are Recent G2 Reviews of Proposable? **"["A real excellent program pertaining to business expansion](https://www.g2.com/survey_responses/proposable-review-3568872)"** **Rating:** 4.0/5.0 stars *— NANDANI S.* [Read full review](https://www.g2.com/survey_responses/proposable-review-3568872) --- **"[Best of the Best](https://www.g2.com/survey_responses/proposable-review-2056644)"** **Rating:** 5.0/5.0 stars *— Grant G.* [Read full review](https://www.g2.com/survey_responses/proposable-review-2056644) --- ## 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) - [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) - [E-Signature Software](https://www.g2.com/categories/e-signature) - [Document Generation Software](https://www.g2.com/categories/document-generation) - [RFP Software](https://www.g2.com/categories/rfp) - [AI Proposal Generator Tools Software](https://www.g2.com/categories/ai-proposal-generator-tools) --- ## 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.