Best Proposal Software - Page 2

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 362

Category Stats (Oct 2026)

  • Average Rating: 4.5/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nusii (+4.6%) - Among all products in this category, Nusii recorded the largest rating increase compared to last month

Last updated: October 20, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for Proposal Software

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

Highlighted products: PandaDoc, GetAccept, Oracle CPQ, Qwilr, Responsive, formerly RFPIO, 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=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

FastSpring Interactive Quotes

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: 8.5/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind FastSpring Interactive Quotes?

  • Seller: FastSpring
  • Year Founded: 2005
  • HQ Location: Santa Barbara, CA
  • Twitter: @FastSpring
    3,308 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About FastSpring Interactive Quotes?

QuoteWerks

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

Average Rating: 4.4/5.0

Total Reviews: 192

How Do G2 Users Rate QuoteWerks?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind QuoteWerks?

  • Seller: Aspire Technologies
  • Company Website:
  • Year Founded: 1993
  • HQ Location: Orlando, FL
  • Twitter: @QuoteWerks
    1,133 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: President, Owner
  • Top Industries: Information Technology and Services, Computer Networking
  • Company Size: 72% Small, 20% Medium

What Do G2 Reviewers Say About QuoteWerks?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of QuoteWerks, allowing for quick and seamless quote creation and management.
  • Users appreciate the efficiency of QuoteWerks in creating and managing quotes, streamlining their sales processes effortlessly.
  • Users love the customizable templates of QuoteWerks, creating professional quotes quickly and enhancing their branding effortlessly.
  • Users appreciate the efficiency improvement of QuoteWerks, which significantly streamlines their workflow and saves time.
  • Users highlight QuoteWerks' seamless integrations with CRM and accounting systems, enhancing workflow and reducing manual data entry.
Cons
  • Users find the poor interface design of QuoteWerks outdated and challenging for new users, impacting overall usability.
  • Users find the complex setup process time-consuming, impacting initial deployment and overall user experience.
  • Users find the datsed interface of QuoteWerks impacts navigation and suggests a more modern design would improve usability.
  • Users feel that QuoteWerks is somewhat expensive and report slow deployment and integration processes as drawbacks.
  • Users find that billing issues arise from time-consuming deployments and less competitive pricing, affecting overall satisfaction.

What Are Recent G2 Reviews of QuoteWerks?

What Are G2 Users Discussing About QuoteWerks?

Iris

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: 77

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: 8.5/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Iris?

  • Seller: heyiris.ai
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Brooklyn / Chicago, US
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Computer & Network Security
  • Company Size: 44% Medium, 27% Small

What Do G2 Reviewers Say About Iris?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Iris, enabling quick productivity with minimal training and setup.
  • Users appreciate the time-saving benefits of Iris, significantly reducing response times for RFPs and security questionnaires.
  • Users value the time-saving capabilities of Iris, significantly reducing manual work during the RFP process.
  • Users praise Iris for its efficiency, drastically reducing time on tasks and enhancing productivity for teams.
  • Users praise the responsive customer support of Iris, providing quick solutions and enhancing the overall experience.
Cons
  • Users find a lack of mobile features hinders collaboration and review capabilities, despite prompt glitch resolutions.
  • Users encounter minor bugs with Iris as the platform evolves, requiring occasional support for workarounds.
  • Users experience inaccurate responses from Iris, particularly due to data quality and overly robotic outputs.
  • Users are disappointed by missing mobile capabilities that hinder review and collaboration efforts with Iris.
  • Users face integration issues with Iris, as it lacks certain functionalities and mobile support.

What Are Recent G2 Reviews of Iris?

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Inventive.AI

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: 80

How Do G2 Users Rate Inventive.AI?

  • Ease of Use: 9.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.5/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Inventive.AI?

  • Seller: Inventive
  • Company Website:
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 43% Small, 38% 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 commend the efficiency of Inventive.AI, highlighting rapid RFP completion and seamless integration with tools.
  • Users value the time-saving benefits of Inventive.AI, greatly reducing the hours spent on manual reviews and compliance.
  • Users value the consistency in messaging offered by Inventive.AI, enhancing clarity and improving overall win rates.
  • Users appreciate the intuitive design of Inventive.AI, enabling faster and more efficient completion of tasks.
Cons
  • Users find the analytics insufficient, lacking depth for strategic planning and comprehensive insights into productivity trends.
  • Users find the reporting features lacking as customizable filters and visual dashboards are needed for better analytics.
  • Users feel a significant lack of clarity in content performance, hindering improvements and effective content management.
  • Users find the missing features of Inventive.AI, like onboarding tips and notification filters, limiting and frustrating.
  • Users note a minor gap in role-based workflows and suggest improvements for better control and onboarding.

What Are Recent G2 Reviews of Inventive.AI?

Upland Qvidian

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: 8.5/10)
  • Template Creation and Flexibility: 7.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Upland Qvidian?

  • Seller: Upland Software
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    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, simplifying content access and enhancing collaboration efficiencies.
  • Users value the efficient content management of Upland Qvidian, enhancing proposal accuracy and streamlining document creation.
  • Users value the task assignment and content reuse features in Upland Qvidian for efficient RFP management.
  • Users highlight the effective content management features of Upland Qvidian, enhancing productivity and ease of access.
  • 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 to be not intuitive, making it challenging for new users to navigate and find solutions.

What Are Recent G2 Reviews of Upland Qvidian?

What Are G2 Users Discussing About Upland Qvidian?

Ombud

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: 8.5/10)
  • Template Creation and Flexibility: 9.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Ombud?

  • Seller: Ombud
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • Twitter: @ombud
    278 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    43 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 collaboration ease of Ombud, allowing seamless teamwork on RFPs and efficient response management.
  • Users appreciate the ease of process with Ombud, finding RFP management and collaboration straightforward and efficient.
  • Users find Ombud's platform provides ease of use for uploading RFPs and collaborating seamlessly.
  • Users appreciate the ease of RFP management with Ombud, facilitating collaboration and response creation effortlessly.
  • Users value the easy collaboration features of Ombud, simplifying RFP management and response generation.
Cons
  • Users find Ombud not intuitive, leading to challenges in usability compared to more user-friendly alternatives.
  • Users find Ombud's user experience lacking after switching to competitors, highlighting ease of use as a key factor.

What Are Recent G2 Reviews of Ombud?

What Are G2 Users Discussing About Ombud?

OnePageCRM

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: 272

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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: 8.5/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind OnePageCRM?

  • Seller: OnePageCRM
  • Year Founded: 2010
  • HQ Location: Galway, Ireland
  • Twitter: @OnePageCRM
    3,922 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®
  • Phone: +1 (646) 762 1303

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • 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 commend the ease of use of OnePageCRM, appreciating its intuitive interface and effective daily action management.
  • Users love the simple and effective design of OnePageCRM, making client management easy and efficient.
  • Users value the simplicity of OnePageCRM, finding it easy to use and quick to adopt for their needs.
  • Users appreciate the quick and caring support from OnePageCRM, enhancing their overall experience significantly.
  • Users value the easy setup of OnePageCRM, making it intuitive and straightforward for daily operations.
Cons
  • Users find the missing features of OnePageCRM limiting, particularly for billing and integration options.
  • Users find limited options for customization and automation in OnePageCRM, hindering advanced data analysis and workflows.
  • Users find export limitations in OnePageCRM hinder their ability to create custom reports and analyze performance effectively.
  • Users note integration issues with OnePageCRM that hinder seamless compatibility with other tools and systems.
  • Users find the lack of integrations with other software frustrating, impacting their workflow and CRM functionality.

What Are Recent G2 Reviews of OnePageCRM?

What Are G2 Users Discussing About OnePageCRM?

Cone

Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster.

Average Rating: 4.8/5.0

Total Reviews: 35

How Do G2 Users Rate Cone?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.1/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 9.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Cone?

  • Seller: Cone
  • Year Founded: 2022
  • HQ Location: United States
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Cone?

AI-generated summary from verified user reviews

Pros
  • Users find Cone's ease of use remarkable, streamlining workflows and enhancing team adoption with its intuitive design.
  • Users commend Cone's exceptional customer support, enhancing their experience with the product's features and functionality.
  • Users value the time-saving features of Cone, making processes more efficient and improving productivity significantly.
  • Users rave about the time-saving efficiency of Cone, streamlining processes and enhancing productivity across various functions.
  • Users value the affordable pricing of Cone, appreciating the cost-effective all-in-one management solution it provides.
Cons
  • Users note a learning curve with Cone, but find support helpful in easing the transition.
  • Users find the lack of an autosave option problematic, risking loss of work upon page reload.
  • Users find the difficult setup process challenging, but appreciate the helpful support from the Cone team.
  • Users face initial usage difficulty due to limited help resources, requiring extensive research before getting started.
  • Users find the limited customization options frustrating, hindering their ability to tailor proposals to client needs.

What Are Recent G2 Reviews of Cone?

Assembly

Assembly is the AI-powered platform for professional service firms, from accounting and bookkeeping practices to agencies and consultants. It combines a branded client portal, a simple CRM, and an AI app builder that lets your firm add any software it needs without a dev team. Clients get one branded place for messages, files, forms, tasks, contracts and e-signatures, and invoices they can pay online. Your team runs on a CRM with automated reminders and an AI Assistant that knows full client context. When your firm needs something the portal doesn’t do yet, describe it. The AI app builder asks a few questions, shows you the plan, and builds the app once you approve it: a project tracker, intake form, onboarding wizard, proposal builder or client dashboard. Every app publishes into your branded portal with secure access built in, so each client sees only their own data. Hosting and permissions are handled by the platform, not the AI. Start from 30+ pre-made app templates or build from scratch, then keep editing by chat. Assembly fits the stack you already use, with QuickBooks and Xero invoice sync, Zapier, Make, webhooks, an API, and an MCP connector for Claude. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II, with HIPAA BAA available. Start free at assembly.com, no credit card required.

Average Rating: 4.7/5.0

Total Reviews: 344

How Do G2 Users Rate Assembly?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 6.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Assembly?

  • Seller: Assembly
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @assemblycom
    60,010 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 90% Small, 5% Medium

What Do G2 Reviewers Say About Assembly?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Assembly, enhancing their ability to share and manage information effectively.
  • Users highlight the easy setup of Assembly, enabling quick user onboarding and efficient workflow integration.
  • Users commend the responsive customer support of Assembly, which enhances their overall experience with the platform.
  • Users love the intuitive setup of Assembly, enjoying seamless integrations and a straightforward client management process.
  • Users appreciate the seamless integrations that streamline processes and enhance client management within Assembly.
Cons
  • Users desire more missing features in Assembly, hoping for enhancements like Rich text and better integration opportunities.
  • Users express desire for more features as current options lead to limited integration and customization capabilities.
  • Users desire more customization options for the client portal, feeling limited by the current capabilities.
  • Users note the lack of features in Assembly, feeling it resembles a 'beta version' at times.
  • Users find the integration issues with other software limit the overall functionality and flexibility of Assembly.

What Are Recent G2 Reviews of Assembly?

What Are G2 Users Discussing About Assembly?

Epicor CPQ

Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs.

Average Rating: 4.5/5.0

Total Reviews: 95

How Do G2 Users Rate Epicor CPQ?

  • Ease of Use: 8.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 9.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Epicor CPQ?

  • Seller: Epicor
  • Year Founded: 1972
  • HQ Location: Austin, TX
  • Twitter: @Epicor
    9,286 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6,161 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Pharmaceuticals
  • Company Size: 60% Medium, 40% Large

What Do G2 Reviewers Say About Epicor CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the customization options in Epicor CPQ, making product configuration easy and user-friendly.
  • Users find Epicor CPQ to be user-friendly and compatible, enabling quick updates for efficient quoting and order processing.
  • Users praise the intuitive design of Epicor CPQ, making it easy to sell products and services efficiently.
  • Users value the simplicity and compatibility of Epicor CPQ, making it easier to sell products and services.
  • Users value the template flexibility in Epicor CPQ, enabling easy configuration across multiple products efficiently.
Cons
  • Users experience slow performance with Epicor CPQ, including glitches and screen freezes during heavy use.
  • Users often experience bug issues with Epicor CPQ, including glitches and screen freezes during intensive use.
  • Users find the complex implementation of Epicor CPQ requires specialists for configurator adjustments, complicating the process.
  • Users find the complexity of Epicor CPQ requires specialist knowledge for configurator adjustments, making it difficult to use.
  • Users find the complex setup of Epicor CPQ requires specialists for effective configuration changes.

What Are Recent G2 Reviews of Epicor CPQ?

What Are G2 Users Discussing About Epicor CPQ?

AutoRFP.ai

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: 61

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: 8.5/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind AutoRFP.ai?

  • Seller: AutoRFP.ai
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Brisbane, QLD
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 66% Medium, 23% Small

What Do G2 Reviewers Say About AutoRFP.ai?

AI-generated summary from verified user reviews

Pros
  • Users highlight the time-saving features of AutoRFP.ai, appreciating its efficiency in managing RFP processes seamlessly.
  • Users praise the time-saving RFP management of AutoRFP.ai, significantly enhancing productivity and efficiency in responses.
  • Users appreciate the team collaboration features of AutoRFP.ai, enhancing efficiency in project management and RFP responses.
  • Users appreciate the responsive customer support of AutoRFP.ai, ensuring quick assistance and valuable feedback integration.
  • Users highly value the efficiency of AutoRFP.ai, significantly reducing time spent on RFP processes and boosting productivity.
Cons
  • Users find the platform not especially intuitive, making navigation and project continuity challenging without clearer guidance.
  • Users find the poor interface design challenging, though it doesn't significantly hinder the overall usability of AutoRFP.ai.
  • Users find the feature usability lacking, with a need for clearer guidance and more intuitive navigation.
  • Users find navigation difficult, struggling to track projects and access features within the user interface.
  • Users find the difficult learning curve of AutoRFP.ai challenging, especially without adequate training before use.

What Are Recent G2 Reviews of AutoRFP.ai?

AutogenAI

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

Average Rating: 4.3/5.0

Total Reviews: 170

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: 8.5/10)
  • Template Creation and Flexibility: 6.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.6/10 (Category avg: 8.7/10)

Who Is the Company Behind AutogenAI?

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

Who Uses This Product?

  • Who Uses This: Bid Manager, Bid Writer
  • Top Industries: Construction, Facilities Services
  • Company Size: 52% Large, 34% Medium

What Do G2 Reviewers Say About AutogenAI?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of AutogenAI?

Tribble

Tribble is a governed knowledge platform for organizations that answer high-stakes questions under time pressure. It takes the knowledge a company already holds, scattered across the CRM, call recordings, decks and documents, and turns it into answers that are cited, reviewable and drawn only from approved sources. At the center sits a knowledge layer Tribble calls the Brain. It learns: every document read and every expert correction compounds into one current understanding of how the business runs, with experts kept in the loop wherever judgment matters. Unlike a content library, where everything sits on the shelf and nothing indicates what is current, newer approved answers outrank stale ones. The platform covers RFPs, RFIs, due diligence questionnaires and security questionnaires, and connects to sources including Salesforce, Highspot, Confluence, SharePoint, Google Drive, Box and call recordings. Answers are delivered inside Slack, Microsoft Teams and the browser, so subject matter experts contribute without leaving the tools they already work in. The same knowledge layer supports pre-call preparation, closed-lost analysis, partner enablement, call coaching and CRM hygiene, so one deployment serves more than the proposal team. Published deployments include a sales engineer completing 90 percent of a 200-question RFP in under an hour, a proposal team handling more than 500 bids a year, and an enterprise rollout reaching 1,300 internal users and 350 partner organizations. Licensing is usage-based with unlimited users, so reviewers, subject matter experts and approvers participate without additional licenses. Tribble was founded in 2023 and is backed by Salesforce Ventures.

Average Rating: 4.7/5.0

Total Reviews: 175

How Do G2 Users Rate Tribble?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Tribble?

  • Seller: Tribble
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Los Angeles, CA
  • Twitter: @Tribble_ai
    36 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Large, 42% Medium

What Do G2 Reviewers Say About Tribble?

AI-generated summary from verified user reviews

Pros
  • Users find Tribble to be an easy to use solution, enhancing efficiency and speeding up the RFX response process.
  • Users highlight the time-saving capabilities of Tribble, dramatically reducing workloads and speeding up response generation.
  • Users love Tribble's efficiency, significantly reducing workloads and expediting responses under strict deadlines.
  • Users value seamless integrations of Tribble with tools like Salesforce and Slack, enhancing efficiency and self-sufficiency.
  • Users appreciate the efficiency in RFP management with Tribble, highlighting time savings and ease of use.
Cons
  • Users have experienced inaccurate responses from Tribble, occasionally requiring validation against other sources for accuracy.
  • Users find Tribble has limited features, particularly missing project management tools and formatting options that hinder efficiency.
  • Users highlight the inaccuracy of AI responses in Tribble, necessitating careful prompting for reliable information.
  • Users find Tribble's inaccurate responses and outdated information limiting, impacting effective use in queries and tasks.
  • Users often face inaccuracy issues with Tribble, leading to vague responses and outdated information in their work.

What Are Recent G2 Reviews of Tribble?

Conga CLM

Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business.

Average Rating: 4.3/5.0

Total Reviews: 599

How Do G2 Users Rate Conga CLM?

  • Ease of Use: 8.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.5/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Conga CLM?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Account Executive, Salesforce Administrator
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 40% Medium, 39% Large

What Do G2 Reviewers Say About Conga CLM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Conga CLM?

What Are G2 Users Discussing About Conga CLM?

Steerlab

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: 55

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: 8.5/10)
  • Template Creation and Flexibility: 5.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 5.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Steerlab?

  • Seller: Steerlab
  • Company Website:
  • Year Founded: 2023
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 64% Medium, 25% Small

What Do G2 Reviewers Say About Steerlab?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency of Steerlab, benefiting from faster, accurate responses and streamlined workflows.
  • Users appreciate the high-quality AI responses of Steerlab, which enhance collaboration and decision-making efficiency.
  • Users find Steerlab easy to use, facilitating quick onboarding and seamless document handling with excellent import/export features.
  • Users benefit from enhanced process efficiency, as Steerlab automates workflows and accelerates draft generation significantly.
  • Users value the time-saving automation in Steerlab's RFP management, enhancing collaboration and boosting win rates.
Cons
  • Users notice inaccurate responses from Steerlab's AI, highlighting the need for double-checking critical compliance-related answers.
  • Users find the limited features of Steerlab restrict their ability to generate insights and create comprehensive client-facing materials.
  • Users note the missing features in Steerlab, particularly the lack of slide generation and comprehensive Slack integrations.
  • Users experience bug issues with formatted templates and version history, impacting collaboration efficiency in Steerlab.
  • Users find formatting issues challenging, impacting their ability to navigate and utilize features effectively.

What Are Recent G2 Reviews of Steerlab?

Julie Jung
JJ
Researched and written by Julie Jung
Updated December 20, 2024