# Best Proposal Software - Page 2

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 294

### Category Stats (Aug 2026)

- **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Proposal Software Products?

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

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

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

## G2 Grid® for Proposal Software
 ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=6327&focus%5B%5D=19019)

Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, Anchor, Ignition, and DealHub AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

**Sponsored**

### altaFlow

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-07T09%3A47%3A03Z&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%3FC%3D21%26link%3Dblog-cta%26page%3D2&secure%5Btoken%5D=457d45c6e88b98f2a152654c0abf820812909b9aa1cc252b3812629d0c3d189c&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)

### [FastSpring Interactive Quotes](https://www.g2.com/products/fastspring-interactive-quotes/reviews)

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.

**Average Rating:** 4.7/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate FastSpring Interactive Quotes?

- **Ease of Use:** 10.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind FastSpring Interactive Quotes?

- **Seller:** [FastSpring](https://www.g2.com/sellers/fastspring)
- **Year Founded:** 2005
- **HQ Location:** Santa Barbara, CA
- **Twitter:** @FastSpring  
3,308 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd3a264cdeeaa72dcb693aabd11d10a3a4ad60bcde9860d08f8dc0dce63f904b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F497464%2F&secure%5Burl_type%5D=linkedin_company_website)  
191 employees on LinkedIn®
- **Phone:** +1.805.409.9008

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 71% Small, 24% Medium

#### What Are Recent G2 Reviews of FastSpring Interactive Quotes?

**["My NO 1 choice for payments processing"](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284)**

**Rating:** 5.0/5.0 stars

_— Nabeel F._

[Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284)

**["Prospects love it!"](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866)**

**Rating:** 4.5/5.0 stars

_— Ashton W._

[Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866)

#### What Are G2 Users Discussing About FastSpring Interactive Quotes?

- [What is FastSpring Interactive Quotes used for?](https://www.g2.com/discussions/what-is-fastspring-interactive-quotes-used-for)

### [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews)

Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you.

**Average Rating:** 4.9/5.0

**Total Reviews:** 72

#### How Do G2 Users Rate Iris?

- **Ease of Use:** 9.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Iris?

- **Seller:** [heyiris.ai](https://www.g2.com/sellers/heyiris-ai)
- **Company Website:** www.heyiris.ai
- **Year Founded:** 2023
- **HQ Location:** Brooklyn / Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ca6f1b0f7d8cdba6c37d2317b52d461124899c9c132966d1551eea07f27ca602&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fheyiris&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Computer & Network Security
- **Company Size:** 44% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Iris to be incredibly **easy to use** , requiring minimal training and streamlining the RFP process efficiently.
- Users highly value the **time-saving capabilities** of Iris, enabling quick and efficient RFP responses.
- Users value the **time-saving RFP management** of Iris, as it simplifies responses and enhances accuracy tremendously.
- Users value Iris for its **efficiency** , enabling rapid responses and significantly reducing time spent on security questionnaires.
- Users praise the **exceptional customer support** from Iris, highlighting proactive and responsive assistance throughout implementation and usage.

##### Cons

- Users find the **lack of features** in Iris limits its capabilities, such as complex project management functions.
- Users experience **inaccurate responses** from Iris, often confused by mixed information and incomplete knowledge bases.
- Users express frustration over Iris's **inability to generate original answers** , leading to reliance on limited information.
- Users report occasional **bug issues** that arise as the platform evolves, but benefits generally outweigh these drawbacks.
- Users report **integration issues** with Iris, noting a lack of certain desired functionalities and mobile support.

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

**["Effortless RFP Management with Minor Hiccups"](https://www.g2.com/survey_responses/iris-review-13198809)**

**Rating:** 4.5/5.0 stars

_— Kelly S._

[Read full review](https://www.g2.com/survey_responses/iris-review-13198809)

**["Dependable Precision for RFP Responses"](https://www.g2.com/survey_responses/iris-review-12008148)**

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/iris-review-12008148)

### [QuoteWerks](https://www.g2.com/fr/products/quotewerks/reviews)

Intégration | Prix | Support | Fonctionnalités QuoteWerks est une solution CPQ (Configure, Price, Quote) leader sur le marché qui aide les entreprises à rationaliser leur processus de devis et de propositions commerciales. Fiable par plus de 35 000 utilisateurs dans plus de 100 pays, QuoteWerks s'intègre à plus de 115 CRM, PSA et systèmes comptables — y compris HubSpot, Salesforce, ConnectWise, Autotask et QuickBooks — éliminant la double saisie et garantissant l'exactitude des données dans votre pile technologique. Avec QuoteWerks, les équipes de vente peuvent rapidement créer des devis et propositions professionnels, automatiser les approbations et les achats, et suivre l'engagement des clients via QuoteValet. Les clients choisissent QuoteWerks pour sa fiabilité, son accessibilité et son support légendaire — offrant des capacités CPQ de niveau entreprise sans la complexité ou le coût de niveau entreprise.

**Average Rating:** 4.4/5.0

**Total Reviews:** 191

#### How Do G2 Users Rate QuoteWerks?

- **Facilité d’utilisation:** 8.4/10 (Category avg: 8.9/10)
- **Workflows d’assemblage et d’approbation:** 8.4/10 (Category avg: 8.6/10)
- **Création de modèles et flexibilité:** 8.3/10 (Category avg: 8.6/10)
- **Personnalisation : variables et champs:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind QuoteWerks?

- **Vendeur:** [Aspire Technologies](https://www.g2.com/fr/sellers/aspire-technologies)
- **Site Web de l'entreprise:** www.quotewerks.com
- **Année de fondation:** 1993
- **Emplacement du siège social:** Orlando, FL
- **Twitter:** @QuoteWerks  
1,133 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b14c093b2dfb33da2b07c9b80a77d26bd3e5cc6cceee91d1da9a4c9758aaf0e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F140538%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Président, Propriétaire
- **Top Industries:** Technologie de l'information et services, Réseautage informatique
- **Company Size:** 72% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de QuoteWerks, qui améliore considérablement l'efficacité et rationalise les processus dans tous les domaines.
- Les utilisateurs apprécient l' **efficacité** de QuoteWerks pour des processus de devis, de gestion de projet et de contrat sans faille.
- Les utilisateurs adorent les **modèles de qualité professionnelle** de QuoteWerks, qui améliorent le branding et améliorent efficacement les présentations aux clients.
- Les utilisateurs louent QuoteWerks pour son **amélioration de l'efficacité** , rationalisant sans effort les devis jusqu'à la gestion des contrats tout au long du processus.
- Les utilisateurs apprécient l' **intégration facile et complète** de QuoteWerks, qui améliore le flux de travail et rationalise l'ensemble du processus de vente.

##### Cons

- Les utilisateurs trouvent que la **conception de l'interface est dépassée** , ce qui affecte la navigation et l'expérience utilisateur globale par rapport aux applications modernes.
- Les utilisateurs trouvent que la **configuration complexe** prend du temps, surtout avec de nombreux produits et intégrations, ce qui affecte l'efficacité globale.
- Les utilisateurs trouvent l' **interface datée** , ce qui entrave la navigation et la configuration, et souhaitent un design plus moderne pour une meilleure convivialité.
- Les utilisateurs estiment que QuoteWerks est **quelque peu coûteux** et que le processus de déploiement prend plus de temps que prévu.
- Les utilisateurs rencontrent souvent des **problèmes de facturation** , trouvant les prix moins compétitifs et le déploiement plus long que prévu.

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

**["QuoteWerks simplifie les devis avec des propositions rapides et précises et des intégrations solides."](https://www.g2.com/fr/survey_responses/quotewerks-review-12591508)**

**Rating:** 4.5/5.0 stars

_— Yolanda J._

[Read full review](https://www.g2.com/fr/survey_responses/quotewerks-review-12591508)

**["QuoteWerks crée des devis professionnels et précis rapidement"](https://www.g2.com/fr/survey_responses/quotewerks-review-12661369)**

**Rating:** 5.0/5.0 stars

_— Rachel N._

[Read full review](https://www.g2.com/fr/survey_responses/quotewerks-review-12661369)

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

- [À quoi sert QuoteWerks ?](https://www.g2.com/fr/discussions/what-is-quotewerks-used-for)

### [Inventive.AI](https://www.g2.com/products/inventive-ai/reviews)

Inventive AI is AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see \> 90% faster RFP response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo

**Average Rating:** 4.9/5.0

**Total Reviews:** 60

#### How Do G2 Users Rate Inventive.AI?

- **Ease of Use:** 9.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10)

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

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

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Inventive.AI?

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— kshiteej j._

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

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

**Rating:** 5.0/5.0 stars

_— Yashwant Singh W._

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

### [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews)

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate

**Average Rating:** 4.3/5.0

**Total Reviews:** 165

#### How Do G2 Users Rate Upland Qvidian?

- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10)

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

#### What Are Recent G2 Reviews of Upland Qvidian?

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

**Rating:** 4.5/5.0 stars

_— Verified User in Outsourcing/Offshoring_

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

**["Efficient Proposal Creation but Needs Enhanced Search"](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)

#### What Are G2 Users Discussing About Upland Qvidian?

- [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do)
- [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio)
- [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software)
- [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for)

### [Cone](https://www.g2.com/fr/products/cone-accounting-practice-management/reviews)

Cone est un logiciel de gestion de cabinet comptable et de propositions tout-en-un - conçu pour les cabinets de comptabilité et de tenue de livres modernes. Des propositions et lettres d'engagement à la facturation, aux paiements, à l'automatisation des flux de travail et à la communication avec les clients - Cone offre une expérience unifiée qui remplace plusieurs outils. La plateforme de Cone comprend : - Propositions et Lettres d'Engagement Personnalisables (autonomes ou intégrées) - Facturation et Paiements (avec facturation automatisée, rappels et facturation récurrente) - Plusieurs Forfaits de Tarification - Suivi du Temps - Gestion des Documents - Gestion des Emails - Automatisation des Flux de Travail - Portail Client - Intégrations avec Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, et plus encore Fiable par des milliers de comptables et de teneurs de livres à travers le monde - au Royaume-Uni, aux États-Unis, en Australie et au-delà - Cone aide les cabinets à démarrer petit ou à évoluer en toute confiance, sans changer d'outils ou se ruiner. P.S. : Le logiciel de propositions et de lettres d'engagement de Cone est également disponible en tant que produit autonome - parfait pour les cabinets cherchant à simplifier l'intégration et à être payés plus rapidement.

**Average Rating:** 4.9/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Cone?

- **Facilité d’utilisation:** 9.3/10 (Category avg: 8.9/10)
- **Workflows d’assemblage et d’approbation:** 9.1/10 (Category avg: 8.6/10)
- **Création de modèles et flexibilité:** 9.3/10 (Category avg: 8.6/10)
- **Personnalisation : variables et champs:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Cone?

- **Vendeur:** [Cone](https://www.g2.com/fr/sellers/cone)
- **Année de fondation:** 2022
- **Emplacement du siège social:** United States
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=00e28e34b2f87b035470554d90009efa87788ecbbde004886a4a62741f03806e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetcone&secure%5Burl_type%5D=linkedin_company_website)  
8 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Comptabilité
- **Company Size:** 97% Small, 3% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent la **facilité d'utilisation** de Cone remarquable, facilitant des flux de travail sans heurts et améliorant efficacement la collaboration en équipe.
- Les utilisateurs louent Cone pour son **excellent service client** , améliorant ainsi leur expérience globale et leur satisfaction avec le produit.
- Les utilisateurs adorent la façon dont Cone offre une **efficacité qui fait gagner du temps** en consolidant des outils essentiels en une seule plateforme.
- Les utilisateurs apprécient l' **efficacité** de Cone, notant des économies de temps et de coûts significatives grâce à ses capacités tout-en-un.
- Les utilisateurs louent Cone pour son **accessibilité financière et sa fonctionnalité tout-en-un** , réduisant considérablement les coûts et le temps pour les entreprises.

##### Cons

- Les utilisateurs remarquent une **avec Cone, mais le support rend le processus d'installation plus fluide au fil du temps.**
- Les utilisateurs rencontrent des **problèmes de suppression** importants sans une fonction de sauvegarde automatique, ce qui entraîne une perte de travail lors du rechargement de la page.
- Les utilisateurs trouvent que la **configuration difficile** de Cone nécessite du temps, bien que le soutien de l'équipe soit apprécié.
- Les utilisateurs rencontrent des **difficultés initiales d'utilisation** en raison du nombre limité d'articles d'aide et de conseils avant de s'inscrire sur la plateforme.
- Les utilisateurs sont confrontés à des **options de personnalisation limitées** pour le branding et le contenu, ce qui entrave la personnalisation des propositions pour les clients.

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

**["Cône : Excellent produit et service client vraiment réactif"](https://www.g2.com/fr/survey_responses/cone-review-12402475)**

**Rating:** 5.0/5.0 stars

_— Christen C._

[Read full review](https://www.g2.com/fr/survey_responses/cone-review-12402475)

**["Gestion de pratique tout-en-un qui économise du temps et de l'argent"](https://www.g2.com/fr/survey_responses/cone-review-12334776)**

**Rating:** 5.0/5.0 stars

_— Ben C._

[Read full review](https://www.g2.com/fr/survey_responses/cone-review-12334776)

### [Ombud](https://www.g2.com/products/ombud/reviews)

Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/

**Average Rating:** 4.7/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Ombud?

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ombud?

- **Seller:** [Ombud](https://www.g2.com/sellers/ombud)
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @ombud  
278 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65822ad206c159466f0bcc11047c8e5ef76ae3515cdcaf85245d4ee01d632055&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fombud%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Large, 46% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **collaborative features** of Ombud, simplifying RFP management and response sharing.
- Users find the **ease of process** with Ombud enhances collaboration and simplifies RFP management and responses.
- Users find Ombud's platform offers **ease of use** , simplifying RFP uploads, collaboration, and response exporting.
- Users find Ombud's **easy RFP collaboration and export** features enhance their proposal submission process significantly.
- Users value the **effortless team collaboration** in Ombud, making RFP management and response preparation seamless.

##### Cons

- Users find Ombud to be **not intuitive** , making it challenging compared to more user-friendly competitors.
- Users find Ombud less **user-friendly** compared to competitors, impacting the ease of their experience.

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

**["Ombud makes RFPs easy"](https://www.g2.com/survey_responses/ombud-review-8840691)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/ombud-review-8840691)

**["Ombud Makes RFPs Easy with an Efficient, AI-Driven Library"](https://www.g2.com/survey_responses/ombud-review-12459120)**

**Rating:** 4.5/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/ombud-review-12459120)

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

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

### [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:** 160

#### 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:** autogenai.com
- **Year Founded:** 2022
- **HQ Location:** New York, NY
- **Twitter:** @AutogenAI  
324 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1dcee9c3e2d884a6e2d73724d787cb9bf84067f8a0f18e932361d253543d54e&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautogenai&secure%5Burl_type%5D=linkedin_company_website)  
171 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Bid Writer, Bid Manager
- **Top Industries:** Construction, Facilities Services
- **Company Size:** 49% Large, 37% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving efficiency** of AutogenAI, enabling focus on more critical tasks and priorities.
- Users value the **efficiency** of AutogenAI, which frees up time for important tasks and enhances tender submission processes.
- Users value the **ease of use** of AutogenAI, appreciating its simplicity and powerful capabilities for daily tasks.
- Users appreciate AutogenAI's **versatile functionalities** and integration capabilities that enhance bid management and response quality.
- Users value the **outstanding customer support** from AutogenAI, appreciating responsive advisors and effective training resources.

##### Cons

- Users find the **learning curve steep** , as the complex interface hinders efficient usage and requires considerable effort.
- Users find the **complexity and reloading requirements** of AutogenAI contribute to a frustrating and difficult user experience.
- Users find the interface of AutogenAI to be **not intuitive** , requiring excessive navigation and causing confusion.
- Users face a **steep learning curve** with AutogenAI, requiring time to maximize its multifaceted capabilities and features.
- Users face a **steep learning curve** with AutogenAI, hindering immediate productivity and requiring significant time investment.

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

**["A Reliable Tool for Faster, Smarter Proposal Creation"](https://www.g2.com/survey_responses/autogenai-review-12871483)**

**Rating:** 4.0/5.0 stars

_— Divyam S._

[Read full review](https://www.g2.com/survey_responses/autogenai-review-12871483)

**["Intuitive, Team-Driven Platform That Streamlines Bid Writing"](https://www.g2.com/survey_responses/autogenai-review-13212441)**

**Rating:** 5.0/5.0 stars

_— Ellianna-Star N._

[Read full review](https://www.g2.com/survey_responses/autogenai-review-13212441)

### [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews)

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

**Average Rating:** 4.7/5.0

**Total Reviews:** 265

#### How Do G2 Users Rate OnePageCRM?

- **Ease of Use:** 9.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind OnePageCRM?

- **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm)
- **Year Founded:** 2010
- **HQ Location:** Galway, Ireland
- **Twitter:** @OnePageCRM  
3,922 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=526907b6fc5dd5a45add17f9e7ae810ccdff01039909fce53911704215b3a076&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1014103%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®
- **Phone:** +1 (646) 762 1303

#### Who Uses This Product?

- **Who Uses This:** Founder, Managing Director
- **Top Industries:** Non-Profit Organization Management, Marketing and Advertising
- **Company Size:** 85% Small, 12% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

**["Helping The Brun Bear Foundation Stay Organized and Engaged"](https://www.g2.com/survey_responses/onepagecrm-review-12859063)**

**Rating:** 5.0/5.0 stars

_— Vanessa W._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063)

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

**Rating:** 5.0/5.0 stars

_— Khushbu B._

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

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

- [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on)
- [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment

### [AutoRFP.ai](https://www.g2.com/products/autorfp-ai/reviews)

AutoRFP.ai is the accuracy-first AI platform for RFPs, security questionnaires, and DDQs: every answer source-grounded and citable, with zero library maintenance. SUBMISSION-READY ANSWERS YOU CAN DEFEND Zero hallucination by design: AutoRFP.ai only writes from content your team has approved, and if it can't find approved sources to support a response, it leaves the answer blank and flags it for human review rather than guessing. Every answer carries a trust score and shows the exact approved sources behind it. This is the Verifiable Response Engine™, with two visible components: the Citation Engine™ (every answer cites its source) and Trust Scores (per-answer confidence and source age). Quality isn't a promise: it's two scores and an edit rate. Every answer is scored twice before a human reads it: a Trust Score for the sources behind it and a Feedback Score for how completely it answers what was asked. The measure of quality is how little your experts have to change: a number, not an adjective. Generation defaults to verbatim language from your approved responses and learns your tone and structure, so answers sound like your company, not like AI. First drafts in minutes, every answer cited. AUTOMATE THE MUNDANE AND WIN EFFORTLESSLY Zero library maintenance: don't update content; have content update you. The system learns from every approved response, with no snippet curation, no tagging, and no dedicated content-manager role. Your solutions engineers and subject-matter experts review and approve a submission-ready first draft instead of writing from scratch. Fits your stack: Salesforce, SharePoint, OneDrive, Google Drive, Confluence, Notion, Microsoft Teams, and Slack, with SSO via Okta and Microsoft Entra (SAML, SCIM provisioning), plus an official MCP server. Built for the whole team: assignments and ownership, sequential review and co-editing, approval-gated saves, Slack and Teams notifications, and an ask-a-question bot in Slack or Teams that answers from your library and shows its sources. Answers export back in the client's original format: the same Excel or Word file, however it was formatted, with compliance boxes ticked where they wanted them. A browser extension with AI question scraping handles procurement portals like Ariba, Workday, and Coupa. DEPLOY AT SCALE WITH CONFIDENCE SOC 2 Type II and ISO 27001 certified, so security review doesn't stall your pilot. GDPR compliant, no training on customer data, tenant isolation and private instances available, and regional hosting in the US, EU, and Australia. A self-service Trust Center provides downloadable reports and agreements. Sequential approval workflows, role-based permissions, version history, and audit trails keep every answer defensible, including fund-specific and firm-wide approval layers for private-capital DDQ teams. One platform for the whole workload: RFPs, RFIs, security questionnaires, and DDQs in one system. 44+ languages, 24/6 global support, and unlimited users on every plan: pricing scales with projects, not seats. Try it on your own RFPs in a two-week proof of concept.

**Average Rating:** 4.8/5.0

**Total Reviews:** 60

#### How Do G2 Users Rate AutoRFP.ai?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind AutoRFP.ai?

- **Seller:** [AutoRFP.ai](https://www.g2.com/sellers/autorfp-ai)
- **Company Website:** autorfp.ai
- **Year Founded:** 2022
- **HQ Location:** Brisbane, QLD
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79c3aecfcfc90de1789b85687ac1145a03d0dfbd23cf918c0fa4e154d4e5f380&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauto-rfp%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Medium, 23% Small

#### What Do G2 Reviewers Say About AutoRFP.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving capabilities** of AutoRFP.ai, significantly reducing manual work hours during RFP processes.
- Users appreciate the **time-saving capabilities** of AutoRFP.ai, significantly reducing manual work in the RFP process.
- Users appreciate the **seamless teamwork capabilities** of AutoRFP.ai, enhancing collaboration and efficiency in RFP submissions.
- Users praise the **fantastic customer support** at AutoRFP.ai, enhancing their experience with quick and helpful assistance.
- Users highlight the **efficiency** of AutoRFP.ai, significantly reducing response times and workload for RFP processes.

##### Cons

- Users find the **navigation and interface non-intuitive** , complicating the re-ordering of information on AutoRFP.ai.
- Users note the **poor interface design** may hinder usability, though improvements and quick fixes are being implemented.
- Users find the **feature usability lacking** , as the interface isn't intuitive and could benefit from better guidance.
- Users find the **navigation difficult** , struggling to locate past projects and reorder information intuitively.
- Users find the **difficult learning curve** of AutoRFP.ai challenging, especially without proper training before use.

#### What Are Recent G2 Reviews of AutoRFP.ai?

**["Efficient AI-Powered RFP Management"](https://www.g2.com/survey_responses/autorfp-ai-review-12941382)**

**Rating:** 4.5/5.0 stars

_— Jason M._

[Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-12941382)

**["AutoRFP Turns Messy Excel Into Accurate Answers and Streamlines RFPs"](https://www.g2.com/survey_responses/autorfp-ai-review-12917497)**

**Rating:** 5.0/5.0 stars

_— David F._

[Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-12917497)

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

fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, manage, collaborate, and sign - all in one platform!

**Average Rating:** 4.9/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate fynk?

- **Ease of Use:** 9.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind fynk?

- **Seller:** [fynk GmbH](https://www.g2.com/sellers/fynk-gmbh)
- **Year Founded:** 2022
- **HQ Location:** Vienna
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b73827447a837c60163d1f125e8999d660e1873be37851c686ebeb31f142325&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffynkcom%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Head of Finance
- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 76% Medium, 17% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** offered by fynk, simplifying contract management and enhancing overall workflow efficiency.
- Users value the **centralized contract management** of fynk, enhancing oversight and streamlining processes across their operations.
- Users value the **efficiency of streamlined contract management** , enhancing oversight and collaboration across all agreements.
- Users value the **automated workflows** in fynk, streamlining contract management and enhancing efficiency across collaborations.
- Users value the **time efficiency** of fynk, streamlining contract management and accelerating product development significantly.

##### Cons

- Users find the **analytics reporting insufficient** , lacking depth for complex analysis and requiring external tools for extensive insights.
- Users find the **limited reporting capabilities** of Fynk inadequate for in-depth financial analysis and insights.
- Users find the **reporting inadequate** , lacking depth for complex analysis and essential product-centric insights.
- Users note the **insufficient content management** in Fynk, particularly related to basic reporting and analytics capabilities.
- Users report **insufficient dashboard features** in Fynk, hindering advanced analytics and necessitating data export to other tools.

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

**["Critical Infrastructure for Scaling Our Fintech Product and Partner Ecosystem"](https://www.g2.com/survey_responses/fynk-review-12167240)**

**Rating:** 5.0/5.0 stars

_— Isaac S._

[Read full review](https://www.g2.com/survey_responses/fynk-review-12167240)

**["All Contracts Under One Roof: Clear Visibility and Efficient Workflows"](https://www.g2.com/survey_responses/fynk-review-12319840)**

**Rating:** 5.0/5.0 stars

_— Abdul M._

[Read full review](https://www.g2.com/survey_responses/fynk-review-12319840)

### [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:** 597

#### 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:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Salesforce Administrator, Account Executive
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 41% Medium, 39% Large

#### What Do G2 Reviewers Say About Conga CLM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of Conga CLM enhances their daily contract management and workflows significantly.
- Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management.
- Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks.
- Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor.
- Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency.

##### Cons

- Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation.
- Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes.
- Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data.
- Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods.
- Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience.

#### What Are Recent G2 Reviews of Conga CLM?

**["Conga CLM: Simplifying Contract Creation, Execution, and Management"](https://www.g2.com/survey_responses/conga-clm-review-10722962)**

**Rating:** 5.0/5.0 stars

_— Ankita K._

[Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962)

**["Flexible Templates and Seamless Salesforce Integration with Helpful Support"](https://www.g2.com/survey_responses/conga-clm-review-13138020)**

**Rating:** 4.5/5.0 stars

_— Eric C._

[Read full review](https://www.g2.com/survey_responses/conga-clm-review-13138020)

#### 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)

### [ConnectWise CPQ](https://www.g2.com/fr/products/connectwise-cpq/reviews)

Citer | Proposer | Clore ConnectWise CPQ est une plateforme d'automatisation de devis et de propositions basée sur le cloud, conçue pour les fournisseurs de solutions informatiques, les fournisseurs de services gérés (MSP) et les revendeurs de technologies qui ont besoin d'une méthode plus rapide et plus précise pour établir des devis, proposer et conclure des affaires. Conçu spécifiquement pour le canal IT, il simplifie les processus de vente complexes, améliore la précision des prix et permet aux équipes de créer des devis professionnels en quelques minutes. Avec la vente guidée, le coaching de vente automatisé et des intégrations profondes dans les principaux CRM et systèmes PSA, ConnectWise CPQ permet aux MSP et aux fournisseurs IT de standardiser leur cycle de vente, de réduire les erreurs manuelles et de maintenir une visibilité en temps réel sur l'activité des affaires et la performance du pipeline. Les devis et propositions sont livrés via une expérience en ligne interactive, où les clients peuvent configurer des options, revoir les prix instantanément et approuver via une signature électronique intégrée—accélérant ainsi le processus de vente. Les principales caractéristiques incluent : -Prix en direct des distributeurs tels qu'Ingram Micro, TD Synnex et d'autres grands distributeurs IT -Intégration CRM transparente avec Salesforce, Microsoft Dynamics, NetSuite, Autotask et ConnectWise PSA -Devis de produits Cisco et gestion centralisée du catalogue de produits -Modèles de devis et de propositions de marque qui garantissent une expérience client cohérente et professionnelle -Mises à jour automatisées du pipeline de vente pour des prévisions précises et une gestion des ventes améliorée -Livraison sécurisée de devis en ligne avec signature électronique intégrée pour raccourcir les cycles de vente ConnectWise CPQ fournit aux MSP et aux revendeurs IT une solution complète de devis et de propositions conçue pour améliorer l'efficacité des ventes, améliorer la précision et conclure des affaires plus rapidement—en faisant un outil essentiel pour toute entreprise technologique cherchant à augmenter ses revenus et à rationaliser ses opérations de vente.

**Average Rating:** 4.0/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate ConnectWise CPQ?

- **Facilité d’utilisation:** 7.8/10 (Category avg: 8.9/10)
- **Workflows d’assemblage et d’approbation:** 7.6/10 (Category avg: 8.6/10)
- **Création de modèles et flexibilité:** 7.4/10 (Category avg: 8.6/10)
- **Personnalisation : variables et champs:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ConnectWise CPQ?

- **Vendeur:** [ConnectWise](https://www.g2.com/fr/sellers/connectwise)
- **Année de fondation:** 1982
- **Emplacement du siège social:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,401 employés sur LinkedIn®
- **Téléphone:** 800-671-6898

#### Who Uses This Product?

- **Who Uses This:** PDG
- **Top Industries:** Technologie de l'information et services, Sécurité informatique et réseau
- **Company Size:** 51% Small, 46% Medium

#### What Do G2 Reviewers Say About ConnectWise CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient le **haut niveau de personnalisation** dans ConnectWise CPQ, améliorant efficacement leurs processus de devis.
- Les utilisateurs apprécient le **support client réactif** de ConnectWise CPQ, améliorant leur expérience globale avec une assistance rapide.
- Les utilisateurs apprécient la **grande personnalisation** de ConnectWise CPQ, améliorant leur processus de devis avec flexibilité et automatisation.
- Les utilisateurs apprécient la **grande flexibilité et les options de personnalisation** dans ConnectWise CPQ, améliorant ainsi efficacement leur processus de devis.
- Les utilisateurs trouvent que l' **intégration facile** avec CW PSA est transparente, ce qui conduit à une configuration réussie et à une utilisation efficace du produit.

##### Cons

- Les utilisateurs ont du mal avec **l'édition difficile** dans ConnectWise CPQ, trouvant la mise en forme et les demandes de fonctionnalités frustrantes et difficiles.
- Les utilisateurs rencontrent souvent des **problèmes de bogues** avec ConnectWise CPQ, ce qui provoque de la frustration et complique des tâches comme le formatage de documents.
- Les utilisateurs trouvent le **processus d'installation complexe** , recommandant souvent d'engager un consultant compétent pour obtenir de l'aide.
- Les utilisateurs trouvent la **configuration complexe** de ConnectWise CPQ accablante, nécessitant souvent l'aide d'un consultant.
- Les utilisateurs signalent des **problèmes de suppression** avec ConnectWise CPQ, compliquant les tâches de base et retardant considérablement les demandes de fonctionnalités.

#### What Are Recent G2 Reviews of ConnectWise CPQ?

**["Hautement personnalisable et facile à utiliser après une configuration appropriée"](https://www.g2.com/fr/survey_responses/connectwise-cpq-review-12541168)**

**Rating:** 5.0/5.0 stars

_— Eileen W._

[Read full review](https://www.g2.com/fr/survey_responses/connectwise-cpq-review-12541168)

**["Un incontournable si vous utilisez l'environnement CW."](https://www.g2.com/fr/survey_responses/connectwise-cpq-review-11343770)**

**Rating:** 4.0/5.0 stars

_— Utilisateur vérifié à Technologie de l'information et services_

[Read full review](https://www.g2.com/fr/survey_responses/connectwise-cpq-review-11343770)

#### What Are G2 Users Discussing About ConnectWise CPQ?

- [Is ConnectWise an ERP?](https://www.g2.com/fr/discussions/is-connectwise-an-erp)
- [What is quosal?](https://www.g2.com/fr/discussions/what-is-quosal)
- [What is ConnectWise used for?](https://www.g2.com/fr/discussions/what-is-connectwise-used-for)

### [Steerlab](https://www.g2.com/products/steerlab/reviews)

Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security questionnaires. This solution caters to Proposal, PreSales, and Security teams, leveraging advanced automation and intelligent collaboration tools to significantly reduce response times, improve accuracy, and ultimately boost win rates. Steerlab addresses the complexities of responding to both structured Q&A documents and intricate narrative RFPs. Unlike conventional RFP tools that offer basic automation, Steerlab is engineered to facilitate the creation of high-quality, customized responses in various formats such as Excel, Word, or PDF. This versatility allows teams to maintain a professional and consistent tone while tailoring their responses to the specific context of each RFP. One of the standout features of Steerlab is its ability to automatically generate up to 90% of responses using pre-approved content. This capability not only accelerates the response process but also ensures that the quality of the answers remains high. The platform supports both straightforward Q&A formats and more elaborate narrative sections, such as executive summaries and solution descriptions, making it adaptable to a wide range of proposal requirements. Additionally, the self-updating content library organizes information by product, topic, and use case, ensuring that teams have access to the most relevant and current data without the need for manual upkeep. Steerlab also empowers teams to make informed decisions with its Go/No-Go agent, which evaluates the suitability of responding to an RFP based on various factors, including fit and internal capacity. The platform includes features for bias detection and gap analysis, allowing users to identify potential issues early in the process. Furthermore, deal pattern insights provide valuable analytics that help teams understand what strategies are effective across different industries and buyer types, enhancing future submissions. Collaboration is seamless with Steerlab, as it allows real-time interaction among internal and external teams. Users can assign tasks, leave comments, and track changes directly within familiar document formats, eliminating the need for cumbersome reformatting. The platform integrates smoothly with existing tools such as Notion, SharePoint, Google Drive, Salesforce, and Slack, ensuring that teams can work efficiently without switching between applications. Steerlab is designed with enterprise needs in mind, offering robust security and compliance with standards such as SOC 2 Type II, ISO 27001, and GDPR. It can be hosted in either the EU or US, depending on client preferences, and importantly, customer data is never utilized to train the AI models. Trusted by a range of B2B software companies, from startups to established enterprises, Steerlab is equipped to support organizations responding to varying volumes of RFPs, helping them focus on what truly matters: winning deals.

**Average Rating:** 4.6/5.0

**Total Reviews:** 58

#### How Do G2 Users Rate Steerlab?

- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Steerlab?

- **Seller:** [Steerlab](https://www.g2.com/sellers/steerlab)
- **Company Website:** www.steerlab.ai
- **Year Founded:** 2023
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e25ea8f8280209c43ec153e538f73a103414b4ca5df5c4de2b6ad11c0d494db6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsteerlab%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 24% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **efficiency** of Steerlab, as it streamlines workflows and generates accurate, timely responses.
- Users appreciate the **high-quality AI** of Steerlab, enabling solid, personalized outputs and efficient decision-making.
- Users love the **ease of use** of Steerlab, allowing quick onboarding and efficient document handling.
- Users value the **process efficiency** of Steerlab, notably reducing review cycles and simplifying workflows significantly.
- Users appreciate the **efficient RFP management** of Steerlab, which saves time and improves collaboration and win rates.

##### Cons

- Users often find **inaccurate responses** from Steerlab, necessitating verification for compliance-heavy questions despite confidence score alerts.
- Users find the **limited features** of Steerlab insufficient for generating comprehensive client-facing materials and insights.
- Users note the **missing features** in Steerlab, such as slide generation and limited Slack integration, impacting workflow efficiency.
- Users report **bug issues** with Word exports and version history, affecting functionality during collaboration.
- Users find the **formatting issues** in Steerlab challenging, making navigation and usage more difficult than expected.

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

**["Steerlab Speeds Due Diligence with Trusted, Traceable Data"](https://www.g2.com/survey_responses/steerlab-review-12984287)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/steerlab-review-12984287)

**["Steerlab Keeps Up with High RFP Volume—Fast, Verified Answers and a Clean UI"](https://www.g2.com/survey_responses/steerlab-review-12927380)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/steerlab-review-12927380)

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

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

**Average Rating:** 5.0/5.0

**Total Reviews:** 55

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

- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Smart Pricing Table?

- **Seller:** [Smart Pricing Table](https://www.g2.com/sellers/smart-pricing-table)
- **Year Founded:** 2020
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef92214e14a85dbc0729d952613d32ddd178b05c46342665df3c3887065a6c78&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmart-pricing-table&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Smart Pricing Table?

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

#### What Are Recent G2 Reviews of Smart Pricing Table?

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

**Rating:** 5.0/5.0 stars

_— Peter F._

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

**["Flexible quoting that fits messy agency life"](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)**

**Rating:** 5.0/5.0 stars

_— Ryan S._

[Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)

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Similar Categories

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

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

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

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

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

Updated December 20, 2024

**Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting).

To qualify for inclusion in the Proposal category, a product must:

- Provide a repository of documents and templates which can be used to quickly generate proposals
- Integrate with solutions like CRM and CPQ to pull product and customer data
- Offer functionality to quickly and efficiently create and send proposals
- Allow edits and feedback during the proposal process, and track changes made
- Include analytics to evaluate the efficiency of the proposal process

Show More