Best Proposal Software for Small Business - Page 3

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 361

Category Stats (Oct 2026)

  • Average Rating: 4.5/5 (↓0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nusii (+0.42%) - Among all products in this category, Nusii recorded the largest rating increase compared to last month

Last updated: October 13, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,900+ Authentic Reviews
  • 361+ Products
  • Unbiased Rankings

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

G2 Grid® for Proposal Software

G2 Grid® for Proposal Software plotting products by satisfaction and market presence

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

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

Clientary

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: 8.7/10)

Who Is the Company Behind Clientary?

  • Seller: Unbrew
  • Year Founded: 2008
  • HQ Location: San Jose, CA
  • Twitter: @clientary
    631 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

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

What Are Recent G2 Reviews of Clientary?

ClientPoint

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: 8.7/10)

Who Is the Company Behind ClientPoint?

  • Seller: ClientPoint
  • Year Founded: 2009
  • HQ Location: Carlsbad, CA
  • Twitter: @ClientPoint
    108 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®
  • Phone: -9234

Who Uses This Product?

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

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insights and ease of use with ClientPoint, especially for complex sales processes and document sharing.
  • Users appreciate the effective client management features of ClientPoint, simplifying document sharing and tracking during complex sales.
  • Users appreciate the insightful tracking and organization capabilities of ClientPoint for enhancing the sales process.
  • Users value the ease of tracking and organizing documents with ClientPoint, enhancing efficiency in sales processes.
  • Users love the ease of use of ClientPoint, making it simple to manage and share documents effectively.
Cons
  • Users experience performance issues with slow page loads and long upload times affecting their overall experience.
  • Users experience saving issues with slow loading times, taking up to a minute to upload and save documents.
  • Users report frustratingly slow loading times, often waiting seconds to minutes for document uploads and saves.
  • Users find the slow performance of ClientPoint frustrating, as page loads and uploads take considerable time.
  • Users experience upload issues with ClientPoint, noting slow page loading and delays in saving documents.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Conga CLM

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: 599

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: 8.7/10)

Who Is the Company Behind Conga CLM?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 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: 40% Medium, 39% Large

What Do G2 Reviewers Say About Conga CLM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Conga CLM, facilitating seamless contract management and daily administrative tasks.
  • Users value the flexibility and powerful features of Conga CLM, streamlining their contract management processes efficiently.
  • Users appreciate Conga CLM for its efficiency in automating contract lifecycle processes, saving time and reducing manual labor.
  • Users appreciate the automation of the entire contract lifecycle in Conga CLM, simplifying tracking, drafting, and approval.
  • Users praise the seamless Salesforce integration of Conga CLM, enhancing efficiency and simplifying contract management.
Cons
  • Users face a steep learning curve with Conga CLM due to complex setup and inadequate documentation.
  • Users find the learning curve steep, struggling with complex setups and insufficient documentation for effective use.
  • Users experience slow performance with Conga CLM, especially during bulk operations and with large data volumes.
  • Users find the implementation process time-consuming, often requiring extensive support during critical periods and upgrades.
  • Users find the initial setup complex, leading to challenges in management and ongoing support for Conga CLM.

What Are Recent G2 Reviews of Conga CLM?

What Are G2 Users Discussing About Conga CLM?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

Vendavo

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: 8.7/10)

Who Is the Company Behind Vendavo?

  • Seller: Vendavo
  • Year Founded: 1998
  • HQ Location: Denver, Colorado
  • Twitter: @Vendavo
    6,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    464 employees on LinkedIn®
  • Phone: (650) 960-4300

Who Uses This Product?

  • Top Industries: Machinery, Computer Software
  • Company Size: 38% Large, 38% Medium

What Do G2 Reviewers Say About Vendavo?

AI-generated summary from verified user reviews

Pros
  • Users value the solid framework for pricing optimization that Vendavo provides, enhancing margin management and performance analytics.
  • Users value the excellent analytics and centralized governance of Vendavo, enhancing their B2B pricing strategies effectively.
  • Users find Vendavo's ease of use improves significantly after the learning curve, becoming essential for pricing management.
  • Users find the easy integrations with SAP and other systems enhance their pricing management efficiency.
  • Users find Vendavo's integrations seamless with SAP, facilitating smooth data flow and effective pricing management.
Cons
  • Users face significant complexity in implementation and navigation, with a steep learning curve and performance issues with large datasets.
  • Users find difficult customization to be costly and complex, requiring significant configuration and dependence on consultants.
  • Users struggle with the difficult learning process, requiring extensive training and resulting in ongoing confusion with the interface.
  • Users find that customization can become quite expensive due to high consultancy fees and implementation complexities.
  • Users experience lagging performance with large datasets, leading to frustration and inefficiency during critical tasks.

What Are Recent G2 Reviews of Vendavo?

Apropo

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?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Apropo?

AI-generated summary from verified user reviews

Pros
  • Users find Apropo extremely intuitive and easy to use, making proposal preparation quick and efficient.
  • Users value the efficiency of Apropo, significantly speeding up the quoting process and saving valuable time.
  • Users benefit from the time-saving features of Apropo, drastically speeding up their quoting process.
  • Users commend the presentation quality of Apropo, enhancing client engagement with visually appealing, professional quotes.
  • Users commend Apropo for its exceptional customer support, which enhances onboarding and addresses inquiries effectively.
Cons
  • Users experience occasional minor bugs with Apropo, but appreciate the team's responsiveness and the product's evolution.
  • Users report complexity in onboarding due to overwhelming features, making it challenging for new members to adapt.
  • Users find the feature usability lacking, facing confusing formatting options and extra steps in branding applications.
  • Users express concern over the lack of customization, wishing for more automated options and tailored settings.
  • Users find the inadequate AI performance limits customization and refinement, affecting overall usability and satisfaction.

What Are Recent G2 Reviews of Apropo?

What Are G2 Users Discussing About Apropo?

Quotient

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: 8.7/10)

Who Is the Company Behind Quotient?

  • Seller: Quotient
  • Year Founded: 2011
  • HQ Location: New Zealand
  • Twitter: @QuotientApp
    672 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small

What Do G2 Reviewers Say About Quotient?

AI-generated summary from verified user reviews

Pros
  • Users find Quotient extremely user-friendly, streamlining quote creation and enhancing overall efficiency in their workflow.
  • Users appreciate the easy creation of quote templates in Quotient, enhancing workflow efficiency and management.
  • Users value the seamless integrations of Quotient, enhancing their workflow and improving overall productivity.
  • Users find the easy setup of Quotient enhances workflow efficiency and supports a smooth user experience.
  • Users appreciate the efficiency of Quotient for quickly creating quotes and enhancing workflow management.
Cons
  • Users criticize the limited design options in Quotient, making it difficult to create visually appealing templates.
  • Users find the limited template flexibility in Quotient hampers their ability to create visually appealing quotes.

What Are Recent G2 Reviews of Quotient?

What Are G2 Users Discussing About Quotient?

Storydoc

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: 70

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: 8.7/10)

Who Is the Company Behind Storydoc?

  • Seller: Storydoc
  • Year Founded: 2019
  • HQ Location: Tel Aviv, Israel
  • Twitter: @getstorydoc
    31 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 77% Small, 17% Medium

What Do G2 Reviewers Say About Storydoc?

AI-generated summary from verified user reviews

Pros
  • Users rave about the ease of use of Storydoc, enabling effortless creation of impactful presentations.
  • Users love the presentation quality of Storydoc, finding it easy to create engaging and adaptable presentations.
  • Users find Storydoc incredibly intuitive, enabling seamless document creation and enhancing collaboration with ease.
  • Users praise the responsive and helpful customer support of Storydoc, enhancing their overall experience with the tool.
  • Users find Storydoc very helpful for creating engaging presentations and closing deals efficiently.
Cons
  • Users find the pricing to be high, especially for casual use, and are concerned about additional costs.
  • Users find the limited customization in Storydoc restrictive, often needing more flexibility to meet their specific needs.
  • Users find Storydoc's pricing to be expensive, especially for casual users and small startups needing occasional access.
  • Users seek more limited templates in Storydoc’s library for enhanced customization and project scalability.
  • Users feel the limited features of Storydoc hinder usability, especially concerning font uploads and video sizes.

What Are Recent G2 Reviews of Storydoc?

Conga Composer

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: 848

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: 8.7/10)

Who Is the Company Behind Conga Composer?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 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% Medium, 28% Large

What Do G2 Reviewers Say About Conga Composer?

AI-generated summary from verified user reviews

Pros
  • Users value the powerful API of Conga Composer for efficient bulk document generation and seamless integration.
  • Users value the easy document customization and excellent support from Conga Composer for efficient document management.
  • Users value the ease of use of Conga Composer, finding it straightforward for document configuration and template launching.
  • Users value the time-saving capabilities of Conga Composer, streamlining document creation and delivery processes effortlessly.
  • Users value the seamless integration with Salesforce that enhances efficiency and reduces errors in document creation.
Cons
  • Users find the learning curve steep, making it challenging to resolve issues independently, leading to frustration.
  • Users find the steep learning curve of Conga Composer challenging, requiring time to master templates and queries.
  • Users find the difficult learning curve and complex steps hinder their experience with Conga Composer.
  • Users find that tasks are time-consuming due to the complex setup and steep learning curve of Conga Composer.
  • Users face a complex setup for Conga Composer, making issue resolution tedious and time-consuming with many unresolved tickets.

What Are Recent G2 Reviews of Conga Composer?

What Are G2 Users Discussing About Conga Composer?

Fiverr Workspace

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: 8.7/10)

Who Is the Company Behind Fiverr Workspace?

  • Seller: Fiverr
  • Year Founded: 2010
  • HQ Location: Tel-Aviv
  • Twitter: @fiverr
    458,568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    228,387 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 90% Small, 5% Large

What Do G2 Reviewers Say About Fiverr Workspace?

AI-generated summary from verified user reviews

Pros
  • Users love the all-in-one solutions offered by Fiverr Workspace, streamlining proposals, contracts, and invoicing effortlessly.
  • Users love the comprehensive features of Fiverr Workspace, streamlining proposals, invoicing, and financial management in one platform.
  • Users appreciate the all-in-one contract management capabilities of Fiverr Workspace, simplifying their workflow significantly.
  • Users value the all-in-one document management capabilities of Fiverr Workspace for enhanced efficiency in handling projects.
  • Users love the ease of use with Fiverr Workspace, integrating proposals, contracts, invoicing, and dashboards seamlessly.
Cons
  • Users express frustration over the delays in support and issue resolution, impacting their overall experience with Fiverr Workspace.
  • Users report that email issues complicate support, leading to delays and frustrations with urgent concerns.
  • Users lament the lack of communication features in Fiverr Workspace, noting poor support and delayed issue resolution.
  • Users express frustration over the limited features of Fiverr Workspace, noting a lack of updates and support responsiveness.
  • Users are frustrated by the missing features in Fiverr Workspace, feeling neglected since the acquisition of And.co.

What Are Recent G2 Reviews of Fiverr Workspace?

What Are G2 Users Discussing About Fiverr Workspace?

Bonsai

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: 8.7/10)

Who Is the Company Behind Bonsai?

  • Seller: Bonsai (YC W16)
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @bonsaiinc
    3,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Design
  • Company Size: 94% Small, 1% Medium

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Bonsai, enjoying streamlined management of contracts, invoices, and services in one place.
  • Users value the all-in-one invoicing capabilities of Bonsai, simplifying their business management and enhancing productivity.
  • Users appreciate the comprehensive invoice management of Bonsai, streamlining business processes and enhancing productivity effortlessly.
  • Users love the time-saving features of Bonsai, streamlining proposal, invoicing, and project management effortlessly.
  • Users value the time tracking capabilities of Bonsai, enhancing project management and overall business efficiency.
Cons
  • Users note a lack of features like CSV export, mobile app, and satisfactory customer service in Bonsai.
  • Users find Bonsai expensive compared to alternatives, often paying for unnecessary features in a restrictive membership model.
  • Users experience integration issues with Bonsai, citing problems like timezone conflicts and inadequate calendar functionalities.
  • Users find the limited customization options restrictive, impacting their ability to tailor Bonsai to specific needs.
  • Users find Bonsai's features limited and restrictive, often feeling they pay for unnecessary functionalities.

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

QorusDocs

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: 8.7/10)

Who Is the Company Behind QorusDocs?

  • Seller: QorusDocs
  • Year Founded: 2012
  • HQ Location: Seattle, WA
  • Twitter: @qorusdocs
    2,614 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Large, 31% Medium

What Do G2 Reviewers Say About QorusDocs?

AI-generated summary from verified user reviews

Pros
  • Users find QorusDocs to be very easy to use, streamlining proposal writing and content management effectively.
  • Users appreciate the easy search and document repository capabilities of QorusDocs, enhancing proposal content efficiency.
  • Users value the responsive customer support of QorusDocs, noting their quick and knowledgeable assistance.
  • Users appreciate the easy access to content, streamlining document organization and enhancing overall efficiency.
  • Users appreciate the extensive functionality of QorusDocs, facilitating efficient proposal content management and retrieval.
Cons
  • Users find limited features in QorusDocs, such as the absence of content reordering and built-in search functionality.
  • Users report frequent bug issues with QorusDocs that hinder performance and require ongoing support interventions.
  • Users find the complex setup of QorusDocs challenging, requiring technical expertise and internal configuration knowledge for effective use.
  • Users experience slow performance with QorusDocs, encountering delays and occasional application hangs when accessing documents.
  • Users face software bugs in QorusDocs that disrupt functionality and require frequent support, causing frustration during updates.

What Are Recent G2 Reviews of QorusDocs?

What Are G2 Users Discussing About QorusDocs?

Loopio

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, Due Diligence Questionnaires (DDQs), 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: 8.7/10)

Who Is the Company Behind Loopio?

  • Seller: Loopio Inc.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Toronto
  • Twitter: @loopioinc
    1,664 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    299 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% Medium, 34% Large

What Do G2 Reviewers Say About Loopio?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use in Loopio, finding it intuitive and effective for streamlined collaboration and organization.
  • Users value Loopio for its efficiency, benefiting from streamlined information access and seamless proposal management.
  • Users find Loopio's time-saving features invaluable, as it streamlines proposal management and enhances team collaboration.
  • Users value Loopio's intuitive features, including a user-friendly search engine and seamless collaboration tools that enhance efficiency.
  • Users value Loopio's intuitive interface that simplifies searching and streamlines proposal content management effortlessly.
Cons
  • Users note that the Word mapping feature and translation tools need improvement for better overall functionality.
  • Users experience search limitations and difficulties with importing responses, hindering the overall functionality of Loopio.
  • Users experience formatting issues with bullet points and difficulty accessing completed questions in Loopio.
  • Users find the export issues inconvenient, citing clunky functionality and a need for improved filtering options.
  • Users note the limited features of Loopio, wishing for improved functionality and integration capabilities.

What Are Recent G2 Reviews of Loopio?

What Are G2 Users Discussing About Loopio?

AutogenAI

AutogenAI is an AI-powered proposal platform that connects the entire proposal process, from pursuit to compliant submission. Purpose-built for proposal teams, AutogenAI brings proposal management, organizational knowledge, AI-assisted research and writing, collaboration, and review into one connected workspace. Teams use AutogenAI to: • Manage proposal projects, priorities, and next actions • Analyze RFPs and turn complex solicitations into clear, traceable requirements • Find and reuse relevant content, evidence, and organizational knowledge • Research, develop, and improve proposal responses • Collaborate with contributors, reviewers, and subject matter experts • Review responses for quality, consistency, and compliance • Reduce repetitive work and increase proposal capacity without increasing headcount Unlike general-purpose AI tools or traditional proposal management software with AI added on, AutogenAI is AI-first and built specifically around the way proposal teams work. It helps teams spend less time switching between disconnected tools and more time on solutioning, strategy, and review. AutogenAI is developed by AI engineers, experienced proposal professionals, and linguistic experts. Customers also receive dedicated support to help them embed the platform into their proposal process and achieve stronger outcomes. Customers using AutogenAI achieve: • 70% faster drafting • 85% greater productivity • 22% higher win rates on average AutogenAI helps organizations produce stronger, compliant proposals faster, pursue more opportunities, and win more business.

Average Rating: 4.3/5.0

Total Reviews: 168

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: 8.7/10)

Who Is the Company Behind AutogenAI?

  • Seller: AutogenAI
  • Company Website:
  • Year Founded: 2022
  • HQ Location: New York, NY
  • Twitter: @AutogenAI
    324 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    167 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Bid Manager, Bid Writer
  • Top Industries: Construction, Facilities Services
  • Company Size: 52% Large, 35% Medium

What Do G2 Reviewers Say About AutogenAI?

AI-generated summary from verified user reviews

Pros
  • Users praise the time-saving capabilities of AutogenAI, allowing them to enhance productivity and focus on improvements.
  • Users highlight the efficiency of AutogenAI, significantly reducing time spent on content creation and enhancing productivity.
  • Users find AutogenAI's intuitive interface easy to navigate, enhancing productivity and simplifying complex tasks effectively.
  • Users appreciate the customized content creation and robust features of AutogenAI, significantly enhancing their productivity.
  • Users commend the exceptional customer support from AutogenAI, ensuring issues are quickly resolved and feedback is valued.
Cons
  • Users find the learning curve challenging, feeling frustration due to the tool's complexity and variations in prompts.
  • Users find the user difficulty frustrating, citing complex navigation and overwhelming features that hinder usability.
  • Users find AutogenAI to be not intuitive, making it challenging to navigate and learn effectively.
  • Users find a steep learning curve with AutogenAI, struggling to intuitively navigate its complex features and integration.
  • Users find AutogenAI to have a learning difficulty, as it's not intuitive and often overly complex.

What Are Recent G2 Reviews of AutogenAI?

Flowcase

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: 30

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: 8.7/10)

Who Is the Company Behind Flowcase?

  • Seller: Flowcase
  • Company Website:
  • Year Founded: 2012
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 43% Small, 27% Medium

What Do G2 Reviewers Say About Flowcase?

AI-generated summary from verified user reviews

Pros
  • Users find Flowcase to be intuitive and user-friendly, making CV management easy and efficient.
  • Users find Flowcase to be highly intuitive, enhancing their experience in managing CVs and proposals efficiently.
  • Users find the intuitive AI technology of Flowcase enhances ease of use and overall experience.
  • Users love the intuitive AI interface of Flowcase, making their experience seamless and effortless.
  • Users highlight the powerful automation tools in Flowcase, enhancing proposal management and overall efficiency.
Cons
  • Users find that the difficult learning curve can make setting advanced functions challenging initially.
  • Users find that initial usage difficulty with advanced functions complicates the onboarding experience for Flowcase.
  • Users note some integration issues with external tools, though personal experiences may vary based on usage.
  • Users note the limited customization in Flowcase, as it must accommodate many users simultaneously.
  • Users initially find limited template flexibility with Flowcase, but appreciate improvements and ongoing dialogue for changes.

What Are Recent G2 Reviews of Flowcase?

Tango Agreements

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: 8.7/10)

Who Is the Company Behind Tango Agreements?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Tango Agreements?

Julie Jung
JJ
Researched and written by Julie Jung
Updated