# 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 (3,427 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 (1,251 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 (1,299 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](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (834 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (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 (803 reviews) | Centralized RFP content management | "[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,666 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 (+1.57%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 12, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,400+ Authentic Reviews - 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** ### altaFlow altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-07-12T22%3A58%3A19Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fsmall-business%3Fpage%3D3&secure%5Btoken%5D=5e5448dd1cf2c4ae2fa79dcea6e2de1073b2421aa631bb7deb7a4bcfcabd7e2e&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [Better Proposals](https://www.g2.com/products/better-proposals/reviews) Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams. **Average Rating:** 4.3/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Better Proposals?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Better Proposals?** - **Seller:** [Better Proposals](https://www.g2.com/sellers/better-proposals) - **Year Founded:** 2009 - **HQ Location:** Brighton, United Kingdom - **Twitter:** @betterproposals (15,299 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10323736/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small-Business, 2% Mid-Market #### What Are Better Proposals's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Design Quality (1 reviews) - Document Management (1 reviews) - Easy Creation (1 reviews) - Easy Integrations (1 reviews) **Cons:** - Billing Issues (1 reviews) - Clunky Interface (1 reviews) - Complex Setup (1 reviews) - Email Issues (1 reviews) - Feature Usability (1 reviews) ### What Do G2 Reviewers Say About Better Proposals? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Better Proposals, finding it simple and efficient for their needs. - Users value the **professional design quality** of Better Proposals, enhancing their documents with dynamic and clean presentations. - Users value the **outstanding document management** of Better Proposals, benefiting from seamless video integration and excellent support. - Users appreciate the **easy creation** of proposals, enabling beautiful templates and seamless integration for greater efficiency. - Users love the **easy integrations** that enhance automation and improve their overall business efficiency. **Cons:** - Users often face **billing issues** , with payment problems and unhelpful support responses affecting their overall experience. - Users find the **clunky interface** of Better Proposals frustrating, resulting in issues with signing and customization. - Users find the **complex setup** of Better Proposals challenging, making integration and payment processing frustrating. - Users express the need for **improved email customization** and better API integration for signature clarity and automation. - Users find the **clunky interface and glitches** of Better Proposals frustrating and negatively impact usability. #### What Are Recent G2 Reviews of Better Proposals? **"[Combines accepting an agreement with signature and payment in one go](https://www.g2.com/survey_responses/better-proposals-review-12051478)"** **Rating:** 5.0/5.0 stars *— Bunty S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478) --- **"[Game-Changer for Automation and Value](https://www.g2.com/survey_responses/better-proposals-review-11971977)"** **Rating:** 5.0/5.0 stars *— Rebekah S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977) --- #### What Are G2 Users Discussing About Better Proposals? - [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for) - [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software) - [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal) - [How much does Proposify cost?](https://www.g2.com/discussions/how-much-does-proposify-cost) - 1 comment - [What is the best proposal software?](https://www.g2.com/discussions/what-is-the-best-proposal-software) ### 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 appreciate the **automation of the quoting process** , streamlining tasks and enhancing overall efficiency with excellent support. - Users commend the **customer satisfaction** of Zomentum e-Sign and Payment, especially praising the excellent technical support available. - Users value the **excellent technical support** of Zomentum e-Sign and Payment, enhancing their overall experience and efficiency. - Users value the **standardized quoting process** of Zomentum e-Sign and Payment, enhancing efficiency and accuracy in transactions. - Users value the **standardized quoting process** offered by Zomentum, enhancing efficiency and consistency across operations. **Cons:** - Users find the **interface usability** of Zomentum e-Sign and Payment to be somewhat problematic and lacking polish. - Users find the **outdated design** of Zomentum e-Sign and Payment detracts from the overall usability and experience. - Users find the **poor interface design** of Zomentum e-Sign and Payment to be unintuitive and challenging. - Users find the **UI improvements lacking** , describing the GUI as rough and overly internationalized in language. - Users find the **user experience lacking** due to a rough GUI and inconsistent international language support. #### 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% Mid-Market #### 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 love the **ease of use and insights** of ClientPoint, streamlining document sharing in complex sales processes. - Users appreciate the **efficiency of Client Management** in tracking and organizing client interactions throughout the sales process. - Users appreciate the **ease of use and organization** of ClientPoint, enhancing the sales process and client transition. - Users appreciate the **easy document organization and tracking** capabilities of ClientPoint, enhancing their sales process efficiency. - Users commend ClientPoint for its **ease of use** , simplifying complex sales processes and document sharing for clients. **Cons:** - Users experience **performance issues** with slow loading times and delays when uploading or saving documents. - Users experience **saving issues** with ClientPoint, often facing delays when uploading and saving documents. - Users often face **slow loading times** , resulting in delays when uploading documents and navigating the platform. - Users experience **slow performance** with ClientPoint, facing delays when loading pages and uploading documents. - Users often face **upload issues** with slow loading times, requiring significant waiting to upload documents. #### What Are Recent G2 Reviews of ClientPoint? **"[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) --- **"[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) --- #### 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 the **solid framework for managing complex B2B pricing** with excellent analytics for performance optimization. - Users value the **excellent analytics capabilities** of Vendavo, enhancing their understanding of pricing performance and margin management. - Users find Vendavo to have a **solid framework for pricing management** that enhances overall usability after initial adjustment. - Users value the **easy integrations** with SAP, making data flow smooth and efficient for pricing management. - Users find **integrations with SAP** to be surprisingly painless, enhancing data flow and overall system functionality. **Cons:** - Users struggle with the **complexity of implementation** , finding the tool challenging and slow with large datasets. - Users find **difficult customization** to be costly and complex, often requiring extensive consultancy and training. - Users struggle with the **difficult learning process** , requiring multiple trainings and facing a steep learning curve with Vendavo. - Users find that **customization can be quite expensive** due to high consultancy fees and implementation complexity. - Users experience **lagging performance** with large datasets, leading to frustrating slowdowns and occasional crashes during critical 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** , allowing for quick and professional proposal creation. - Users value Apropo for its **efficiency** in streamlining the estimation process and improving client engagement significantly. - Users benefit from **time-saving features** in Apropo, optimizing their workflow and speeding up the quoting process significantly. - Users love the **presentation quality** of Apropo, as it creates professional and visually appealing quotes for clients. - Users commend the **exceptional customer support** of Apropo, highlighting responsiveness and dedicated assistance throughout onboarding. **Cons:** - Users often face **minor bug issues** with Apropo, but the product is actively evolving and improving. - Users experience **complexity in onboarding** , often feeling overwhelmed by features and struggling with formatting options. - Users find the **feature usability lacking** due to extra steps and confusing formatting options in Apropo. - Users express a need for greater **customization options** in Apropo to enhance their overall experience and efficiency. - Users note the **inadequate AI performance** , as it lacks smart automation and customization in its features. #### 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** essential for simplifying contract management and enhancing workflow efficiency. - Users find Oneflow **intuitive and easy to use** , enhancing collaboration and making contract management seamless and efficient. - Users find Oneflow to be an **efficient tool** that simplifies contract management and improves overall workflow. - Users appreciate the **streamlined contract management** of Oneflow, significantly enhancing their workflow and efficiency. - Users appreciate the **fast and accurate customer support** from Oneflow, enhancing their overall experience with the product. **Cons:** - Users note the **missing features** in Oneflow, particularly in customization, integrations, and bulk contract management. - Users express a desire for better **document management features** like inline comments and easier contract migration. - Users desire greater **customization options** in Oneflow to enhance flexibility and streamline workflows. - Users find Oneflow **quite expensive** and feel additional payments are required for promised functionalities. - Users find **feature usability lacking** compared to competitors, facing challenges in design and management of functionalities. #### 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, seamlessly managing proposals, invoices, and schedules in one place. - Users value the **all-in-one invoicing management** of Bonsai, simplifying proposals, payments, and services effortlessly. - Users appreciate the **convenient all-in-one invoice management** feature of Bonsai, streamlining business operations effectively. - Users value the **time-saving capabilities** of Bonsai, consolidating tasks like invoicing and project management efficiently. - Users appreciate the **efficient time tracking** features of Bonsai, streamlining project management and invoicing seamlessly. **Cons:** - Users note a **lack of features** like CSV export, mobile app, and responsive customer service, impacting overall satisfaction. - Users find Bonsai **expensive** compared to similar services, often paying for features they don't utilize effectively. - Users report **integration issues** with Bonsai, highlighting complications with Cronofy and the need for better task-tracking features. - Users find the **limited customization** options frustrating, wishing for more adaptability to meet their specific needs. - Users find the **limited features** of Bonsai restrictive, feeling they pay for unnecessary options and lack essential tools. #### 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 **template customization** in Kaseya Quote Manager for creating tailored items efficiently. - Users value the **easy integrations** of Kaseya Quote Manager, enhancing daily efficiency in their quoting process. - Users find Kaseya Quote Manager to enhance **efficiency** , streamlining their quoting process through seamless integration with existing tools. - Users love the **seamless integration** of Kaseya Quote Manager, enhancing efficiency in their daily quoting process. - Users appreciate the **process efficiency** of Kaseya Quote Manager, which streamlines quoting and integrates seamlessly with existing tools. **Cons:** - Users find the **lack of integration with AI tools** like Make.com or Zapier limiting and frustrating. - Users find the **lack of integration** with AI tools like Make.com or Zapier frustrating and limiting. - Users find the **poor integration** with AI tools like Make.com or Zapier limits Kaseya Quote Manager's functionality. #### 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 appreciate the **ease of use** of Quotient, enabling quick template creation and efficient workflow management. - Users appreciate the **easy creation of template quotes** with Quotient, streamlining workflows and enhancing efficiency. - Users appreciate the **easy integrations** of Quotient, enhancing their workflow with seamless connectivity to various tools. - Users find the **easy setup** of Quotient enhances their experience, streamlining their workflow and operations effortlessly. - Users appreciate Quotient for its **efficient quote creation** , significantly speeding up their workflow and improving follow-up management. **Cons:** - Users express frustration over the **limited design options** in Quotient, hindering the creation of appealing templates. - Users find the **limited template flexibility** in Quotient restricts creativity and complicates quote generation for larger projects. #### What Are Recent G2 Reviews of Quotient? **"[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) --- **"[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) --- #### 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 appreciate the **ease of use** of Storydoc, enabling effortless creation of stunning presentations with great templates. - Users value the **high-quality presentation options** in Storydoc, enabling impressive and customizable outputs effortlessly. - Users find Storydoc's **user-friendly presentation features** outstanding, enabling quick, customizable, and impactful presentations. - Users commend the **responsive and helpful customer support** of Storydoc, enhancing their overall experience with the tool. - Users love Storydoc for its **intuitive interface** , making it easy for all team members to create engaging content. **Cons:** - Users find the platform to have **limited customization** , feeling constrained by predefined templates and rigid structures. - Users feel that the **cost of Storydoc** is high, particularly for casual users with limited needs. - Users find the **pricing tiers too high** for occasional use, making it challenging for casual users to justify costs. - Users express a desire for **more pre-set templates** , highlighting limitations in flexibility and customization options. - Users find the **AI capabilities limited** and lacking compared to other tools, hoping for future improvements. #### 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:** 595 **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 (83 reviews) - Efficiency (61 reviews) - Features (61 reviews) - Contract Management (59 reviews) - Integrations (45 reviews) **Cons:** - Steep Learning Curve (32 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 exceptional, facilitating seamless contract management and daily operations. - Users highlight the **efficiency** of Conga CLM, praising its seamless integration and streamlined workflows for productivity. - Users value the **flexible features** of Conga CLM, making document generation and management seamless and efficient. - Users value the **enhanced contract management features** of Conga CLM, streamlining processes with AI and collaboration tools. - Users appreciate the **seamless integrations** of Conga CLM, enhancing workflow automation and contract management efficiency. **Cons:** - Users face a **steep learning curve** with Conga CLM, especially during initial setup and configuration tasks. - Users find the **learning curve steep** for Conga CLM, particularly with complex features and integrations requiring support. - Users frequently face **slow performance** with Conga CLM, particularly when handling large documents, which hampers efficiency. - Users experience **time-consuming processes** with Conga CLM, particularly in document generation for large and complex contracts. - Users find the **complex setup** of Conga CLM challenging, often requiring expert assistance for proper configuration. #### What Are Recent G2 Reviews of Conga CLM? **"[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) --- **"[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) --- #### 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, seamlessly combining proposals, contracts, invoicing, and more. - Users value the **comprehensive features** of Fiverr Workspace for integrating proposals, contracts, invoicing, and more. - Users value the **all-in-one contract management** functionality of Fiverr Workspace, simplifying proposal and invoicing processes. - Users value the **integrated document management** system of Fiverr Workspace, streamlining proposals, contracts, and invoicing. - Users value the **all-in-one software solution** of Fiverr Workspace, streamlining proposals, contracts, invoicing, and more. **Cons:** - Users express frustration with **delays** in support and processing, impacting their confidence in Fiverr Workspace. - Users report significant **email issues** with Fiverr Workspace, impacting support responsiveness and timely problem resolution. - Users report a **lack of communication features** , with support transitioning from chat to hard-to-find email options. - Users express frustration over the **limited features** provided by Fiverr Workspace, feeling neglected since the acquisition of And.co. - Users are disappointed with the **lack of new features** on Fiverr Workspace since its acquisition by Fiverr. #### 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 appreciate the **ease of use** of ScalePad Quoter, enabling quick quote creation and seamless client interactions. - Users love the **swift and streamlined quoting process** of ScalePad Quoter, enhancing efficiency and simplicity in quote management. - Users appreciate the **flexible and intuitive quote templates** , enhancing efficiency and providing excellent support. - Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience. - Users value the **customizability** of ScalePad Quoter, streamlining quoting with flexible templates and integrated data management. **Cons:** - Users find **limited customization** in ScalePad Quoter, wishing for more flexibility in templates and proposals. - Users note the **missing features** in ScalePad Quoter, impacting functionality and customization compared to other tools. - Users find the **poor integration** with systems like Stripe and CRMs limits functionality and accuracy in quoting. - Users report **API integration issues** affecting invoicing and metrics accuracy, impacting the overall efficiency of ScalePad Quoter. - Users dislike the **inability to change company names** and lack of automatic updates in ScalePad Quoter. #### 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:** 836 **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, Salesforce Consultant - **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 value the **powerful API** of Conga Composer for efficient bulk document generation and seamless integration. - Users value the **bulk API for efficient document generation** , enhancing performance and simplifying complex use cases. - Users appreciate the **ease of use** of Conga Composer, making document customization and template launching effortless. - Users value the **time-saving automation** of Conga Composer, significantly reducing document creation and delivery times. - Users praise the **seamless integration with Salesforce** , enhancing efficiency and reducing errors in document creation. **Cons:** - Users find the **learning curve steep and frustrating** , often leading to unresolved issues and lengthy ticket processes. - Users experience a **steep learning curve** with Conga Composer due to complex templates and intricate formatting requirements. - Users find the **initial setup difficult** and criticize complex processes and unclear documentation, impacting their experience. - Users find that **time-consuming setup** and slow performance hinder their overall experience with Conga Composer. - Users find the **setup process too complex** , causing significant delays and inefficiencies in resolving ongoing issues. #### What Are Recent G2 Reviews of Conga Composer? **"[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)"** **Rating:** 4.0/5.0 stars *— Trupti J.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-9699157) --- **"[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:** 157 **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:** 49% Enterprise, 37% 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 find AutogenAI to be a **time-saving tool** that boosts productivity and enhances skill development. - Users value the **efficiency** of AutogenAI, significantly reducing time on tasks and simplifying content creation. - Users appreciate AutogenAI's **intuitive user interface** , enhancing productivity and making it easy to generate responses. - Users value AutogenAI for its **customizable content creation** and robust support, enhancing efficiency and user experience. - Users praise the **exceptional customer support** of AutogenAI, highlighting prompt responses and valuable feedback integration. **Cons:** - Users find the **learning curve challenging** , feeling frustrated and realizing they have much to learn about AutogenAI. - Users find the **user difficulty** of AutogenAI frustrating due to overwhelming features and cumbersome login processes. - Users find AutogenAI **not intuitive** , leading to challenges in learning and accessing detailed information efficiently. - Users find a **steep learning curve** with AutogenAI, complicating integration and limiting effective use of its features. - Users find AutogenAI to have a **steep learning curve** , with complexity complicating effective use and integration. #### What Are Recent G2 Reviews of AutogenAI? **"[Comprehensive AgenticAI Capabilities - Usage provides for proficiency](https://www.g2.com/survey_responses/autogenai-review-12813236)"** **Rating:** 4.5/5.0 stars *— Tobias O.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12813236) --- **"[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) --- ### 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 (12 reviews) - Document Management (9 reviews) - Content Management (8 reviews) - Customer Support (8 reviews) - Simple (8 reviews) **Cons:** - Limited Features (4 reviews) - Slow Performance (4 reviews) - Complexity (3 reviews) - Content Management (3 reviews) - Delays (3 reviews) ### What Do G2 Reviewers Say About QorusDocs? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive ease of use** of QorusDocs, facilitating seamless integration with existing workflows in O365. - Users appreciate the **seamless integration with O365** , enhancing document management and workflow fluidity in their organization. - Users value the **ease of access and organization** provided by QorusDocs, simplifying document management and collaboration. - Users praise the **responsive and helpful customer support** from QorusDocs, enhancing collaboration and process improvement. - Users find QorusDocs' **intuitive functionality** enhances document creation, integrating seamlessly with O365 workflows. **Cons:** - Users find the **limited features** of QorusDocs restrict their ability to track pursuits effectively. - Users experience **slow performance** with QorusDocs, facing delays and occasional application hangs while accessing content. - Users note the **complexity** of QorusDocs requires technical expertise, making it less accessible for some organizations. - Users find **missing simple features** in QorusDocs, such as content reordering and a built-in search function. - Users experience **delays** in opening large documents and frustration from slow support ticket resolutions due to frequent updates. #### 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 love the **intuitive and user-friendly design** of Flowcase, making CV management effortless and effective. - Users find Flowcase's **intuitive interface** enhances document management, streamlining the handling of CVs and proposals effectively. - Users love the **intuitive AI technology** of Flowcase, making their experience much easier and more enjoyable. - Users find the **intuitive AI-enhanced interface** of Flowcase simplifies tasks, greatly improving their overall experience. - Users admire the **powerful automation tools** in Flowcase, significantly enhancing efficiency in document management and proposal handling. **Cons:** - Users find some advanced functions **difficult to learn** initially, complicating their overall experience with Flowcase. - Users find the **initial usage difficulty** frustrating, especially when trying to set advanced functions in Flowcase. - Users acknowledge potential **integration issues** with external tools, though personal experiences may vary. - Users find the **limited customization** of Flowcase restrictive, as it does not fully cater to individual needs. - Users note the **limited template flexibility** in Flowcase, although improvements and discussions have enhanced adaptability 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 the most highly-trusted response management software, helping enterprise businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. Loopio streamlines manual and time-consuming processes through: Confident Answers: Our AI-powered library connects to preferred content sources, enabling teams to craft tailored responses, populate trustworthy answers, and ensure accuracy across every proposal. Effortless Projects: AI-driven automation helps teams seamlessly import and export complex document formats, track high-volume proposal pipelines, and respond to portal-based RFPs with ease. Seamless Collaboration: Our vast integrations break down departmental silos, allowing responders to engage with SMEs, centralize multi-stakeholder feedback, and deliver vetted content—all within an existing tech stack. Strategic Insights: Loopio transforms the response process into a data-driven operation by providing the visibility needed to monitor content health, identify winning trends, and measure business impact. At the heart of our enterprise RFP platform is Response Intelligence™, Loopio’s proprietary machine learning technology. It surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP response solution to use on the market. The proof is in the numbers. Loopio customers experience: ■ 51% more RFP responses completed ■ 42% in time savings ■ And 85% win more business Loopio’s RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. **Average Rating:** 4.6/5.0 **Total Reviews:** 803 **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 (142 reviews) - Time-saving (95 reviews) - Efficiency (90 reviews) - Features (84 reviews) - Intuitive (70 reviews) **Cons:** - Missing Features (32 reviews) - Limitations (28 reviews) - Limited Features (26 reviews) - Inaccurate Responses (25 reviews) - Formatting Issues (24 reviews) ### What Do G2 Reviewers Say About Loopio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Loopio, enhancing team collaboration and streamlining proposal management. - Users love Loopio for its **time-saving capabilities** , allowing teams to quickly handle multiple proposals efficiently. - Users praise Loopio for its **exceptional efficiency** , dramatically reducing time spent on RFP responses and improving collaboration. - Users value the **user-friendly search engine** and collaboration tools in Loopio, enhancing efficiency and team communication. - Users value Loopio for its **intuitive design** , enhancing collaboration and making proposal management simple and efficient. **Cons:** - Users note the **missing features** in Loopio, particularly in Word mapping and proposal functionality, hindering effectiveness. - Users face **limitations with complex Excel mapping** , which can hinder efficiency and complicate data management. - Users express frustration with **limited features** in Loopio, particularly affecting document handling and integrations. - Users often face **inaccurate responses** from Loopio, creating challenges in finding the correct information when needed. - Users find that **formatting issues** often require manual cleanup, impacting the efficiency of their document preparation. #### What Are Recent G2 Reviews of Loopio? **"[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)"** **Rating:** 5.0/5.0 stars *— Rob W.* [Read full review](https://www.g2.com/survey_responses/loopio-review-8308614) --- **"[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)"** **Rating:** 5.0/5.0 stars *— Amanda K.* [Read full review](https://www.g2.com/survey_responses/loopio-review-12035437) --- #### 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. [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) ### 23. [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 (6 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** of Ideagen Collaboration Portal to be impressive, requiring no special training. - Users commend the **exceptional customer support** from Ideagen, enhancing their overall experience and confidence in the platform. - Users value the **easy collaboration** capabilities of Ideagen Collaboration Portal, enhancing teamwork and document management effortlessly. - Users find the **easy setup** of Ideagen Collaboration Portal enhances collaboration and efficiency across projects. - Users commend the **solid security features** of Ideagen Collaboration Portal, ensuring safe handling of sensitive information. **Cons:** - Users express frustration over **high cancellation fees** and ongoing issues with customer support and software glitches. - Users face a **difficult learning curve** with the Ideagen Collaboration Portal, especially if they lack computer familiarity. - Users report frequent **editing issues with Excel and Word** , leading to frustration due to unsaved changes and poor performance. - Users are frustrated by the **high costs and poor customer support** , affecting their overall satisfaction and loyalty. - Users find the **inconvenience of frequent re-logins** and limited mobile functionality frustrating for seamless collaboration. #### What Are Recent G2 Reviews of Ideagen Collaboration Portal? **"[Excellent for managing project documentation and its storage](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)"** **Rating:** 4.5/5.0 stars *— María de Lourdes R.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763) --- **"[Great Collaboration Workspace for Sharing Documents and Planning Projects](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)"** **Rating:** 4.5/5.0 stars *— Carine P.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336) --- #### What Are G2 Users Discussing About Ideagen Collaboration Portal? - [How much does huddle cost?](https://www.g2.com/discussions/how-much-does-huddle-cost) - [What is team huddle?](https://www.g2.com/discussions/what-is-team-huddle) - [How do you use the Huddle app?](https://www.g2.com/discussions/how-do-you-use-the-huddle-app) - [What is Huddle app?](https://www.g2.com/discussions/what-is-huddle-app) ### 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 **document management capabilities** of RocketDocs, enabling streamlined workflows and robust organization. - Users value the **efficient content management** of RocketDocs, simplifying drafting and supporting easy access to information. - Users value the **extensive content library** in RocketDocs, facilitating efficient RFP submissions and collaboration. - Users appreciate the **ease of use** of RocketDocs, streamlining content creation and approvals effortlessly. - Users appreciate the **efficiency** of RocketDocs in streamlining workflows and enhancing content management processes. **Cons:** - Users find the **inefficient search functionality** of RocketDocs frustrating, making it difficult to navigate large databases. - Users find the **learning curve intimidating** due to RocketDocs' advanced features and complex navigation. - Users find the **manual processes** cumbersome, especially the need to upload documents individually, complicating their workflow. - Users find **limited filtering capabilities** and difficulties in document generation hinder their overall experience with RocketDocs. - Users face **difficult adjustments** due to limited filtering and inconsistent document exporting in RocketDocs. #### What Are Recent G2 Reviews of RocketDocs? **"[Efficient Answer Management, Seamless Bulk Updates](https://www.g2.com/survey_responses/rocketdocs-review-12771812)"** **Rating:** 5.0/5.0 stars *— Christian C.* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12771812) --- **"[Easy to Learn and Great for Quickly Finding Proposal Information](https://www.g2.com/survey_responses/rocketdocs-review-12608293)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12608293) --- #### What Are G2 Users Discussing About RocketDocs? - [What are the benefits and drawbacks of using RocketDocs for proposal management, and what features do you find most useful?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-rocketdocs-for-proposal-management-and-what-features-do-you-find-most-useful) - [What is RocketDocs used for?](https://www.g2.com/discussions/what-is-rocketdocs-used-for) ### 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 find Proposable's **ease of use** enhances their experience, making it simple to navigate and learn. - Users appreciate the **navigation ease** of Proposable, finding it simple to use and learn quickly. **Cons:** - Users report **slow performance** of Proposable, leading to frustration, especially during critical deadlines. - Users are frustrated by the **frequent downtime** of Proposable, especially during critical deadlines, diminishing their trust in the platform. #### 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) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## How Do You Choose the Right Proposal Software? ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.