Best Proposal Software - Page 3

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 346

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
  • 22,800+ Authentic Reviews
  • 346+ 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, Responsive, formerly RFPIO, 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=oracle-cpq&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai)

Sponsored

PandaDoc

PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process.

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Steerlab

Steerlab es una plataforma impulsada por IA específicamente diseñada para ayudar a las empresas B2B a mejorar sus estrategias de respuesta para Solicitudes de Propuestas (RFP), Solicitudes de Información (RFI) y cuestionarios de seguridad. Esta solución está dirigida a los equipos de Propuestas, PreVentas y Seguridad, aprovechando la automatización avanzada y herramientas de colaboración inteligente para reducir significativamente los tiempos de respuesta, mejorar la precisión y, en última instancia, aumentar las tasas de éxito. Steerlab aborda las complejidades de responder tanto a documentos de preguntas y respuestas estructurados como a RFP narrativas complejas. A diferencia de las herramientas convencionales de RFP que ofrecen automatización básica, Steerlab está diseñado para facilitar la creación de respuestas personalizadas de alta calidad en varios formatos como Excel, Word o PDF. Esta versatilidad permite a los equipos mantener un tono profesional y consistente mientras adaptan sus respuestas al contexto específico de cada RFP. Una de las características destacadas de Steerlab es su capacidad para generar automáticamente hasta el 90% de las respuestas utilizando contenido preaprobado. Esta capacidad no solo acelera el proceso de respuesta, sino que también garantiza que la calidad de las respuestas se mantenga alta. La plataforma admite tanto formatos de preguntas y respuestas directas como secciones narrativas más elaboradas, como resúmenes ejecutivos y descripciones de soluciones, lo que la hace adaptable a una amplia gama de requisitos de propuestas. Además, la biblioteca de contenido autoactualizable organiza la información por producto, tema y caso de uso, asegurando que los equipos tengan acceso a los datos más relevantes y actuales sin necesidad de mantenimiento manual. Steerlab también empodera a los equipos para tomar decisiones informadas con su agente Go/No-Go, que evalúa la idoneidad de responder a una RFP en función de varios factores, incluyendo la adecuación y la capacidad interna. La plataforma incluye características para la detección de sesgos y análisis de brechas, permitiendo a los usuarios identificar posibles problemas temprano en el proceso. Además, las ideas sobre patrones de acuerdos proporcionan análisis valiosos que ayudan a los equipos a entender qué estrategias son efectivas en diferentes industrias y tipos de compradores, mejorando las presentaciones futuras. La colaboración es fluida con Steerlab, ya que permite la interacción en tiempo real entre equipos internos y externos. Los usuarios pueden asignar tareas, dejar comentarios y realizar un seguimiento de los cambios directamente dentro de formatos de documentos familiares, eliminando la necesidad de reformateos engorrosos. La plataforma se integra sin problemas con herramientas existentes como Notion, SharePoint, Google Drive, Salesforce y Slack, asegurando que los equipos puedan trabajar eficientemente sin cambiar entre aplicaciones. Steerlab está diseñado teniendo en cuenta las necesidades empresariales, ofreciendo una seguridad robusta y cumplimiento con estándares como SOC 2 Tipo II, ISO 27001 y GDPR. Puede alojarse tanto en la UE como en EE. UU., dependiendo de las preferencias del cliente, y lo que es importante, los datos de los clientes nunca se utilizan para entrenar los modelos de IA. Confiado por una variedad de empresas de software B2B, desde startups hasta empresas consolidadas, Steerlab está equipado para apoyar a las organizaciones que responden a volúmenes variables de RFP, ayudándolas a centrarse en lo que realmente importa: ganar acuerdos.

Average Rating: 4.6/5.0

Total Reviews: 55

How Do G2 Users Rate Steerlab?

  • Facilidad de uso: 9.5/10 (Category avg: 8.9/10)
  • Flujos de trabajo de ensamblaje y aprobación: 5.0/10 (Category avg: 8.6/10)
  • Creación de plantillas y flexibilidad: 5.0/10 (Category avg: 8.6/10)
  • Personalización: variables y campos: 5.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Steerlab?

  • Vendedor: Steerlab
  • Sitio web de la empresa:
  • Año de fundación: 2023
  • Ubicación de la sede: N/A
  • Página de LinkedIn®: www.linkedin.com
    14 empleados en LinkedIn®

Who Uses This Product?

  • Top Industries: Software de Computadora, Tecnología de la información y servicios
  • Company Size: 64% Medium, 25% Small

What Do G2 Reviewers Say About Steerlab?

AI-generated summary from verified user reviews

Pros
  • Los usuarios aprecian la eficiencia de Steerlab, beneficiándose de respuestas más rápidas y precisas y de flujos de trabajo optimizados.
  • Los usuarios aprecian las respuestas de IA de alta calidad de Steerlab, que mejoran la colaboración y la eficiencia en la toma de decisiones.
  • Los usuarios encuentran Steerlab fácil de usar, facilitando una rápida incorporación y un manejo de documentos sin problemas con excelentes características de importación/exportación.
  • Los usuarios se benefician de una eficiencia de procesos mejorada, ya que Steerlab automatiza los flujos de trabajo y acelera significativamente la generación de borradores.
  • Los usuarios valoran la automatización que ahorra tiempo en la gestión de RFP de Steerlab, mejorando la colaboración y aumentando las tasas de éxito.
Cons
  • Los usuarios notan respuestas inexactas de la IA de Steerlab, destacando la necesidad de verificar dos veces las respuestas críticas relacionadas con el cumplimiento.
  • Los usuarios encuentran que las funciones limitadas de Steerlab restringen su capacidad para generar ideas y crear materiales completos para los clientes.
  • Los usuarios notan las características faltantes en Steerlab, particularmente la falta de generación de diapositivas e integraciones completas con Slack.
  • Los usuarios encuentran problemas de formato desafiantes, lo que afecta su capacidad para navegar y utilizar las funciones de manera efectiva.

What Are Recent G2 Reviews of Steerlab?

Zilliant CPQ

In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing

Average Rating: 4.8/5.0

Total Reviews: 28

How Do G2 Users Rate Zilliant CPQ?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Zilliant CPQ?

  • Seller: Zilliant
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Austin, TX
  • Twitter: @zilliant
    3,351 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    174 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Mechanical or Industrial Engineering
  • Company Size: 47% Small, 37% Large

What Do G2 Reviewers Say About Zilliant CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of Zilliant CPQ, significantly reducing quote cycle and order lead times for competitive advantage.
  • Users value the customization and integration capabilities of Zilliant CPQ, enhancing efficiency and competitive advantage.
  • Users value the customizability of Zilliant CPQ, enhancing efficiency and security tailored to their specific needs.
  • Users value the ease of use of Zilliant CPQ, enabling quick configuration of customer solutions and pricing.
  • Users value the easy customization of Zilliant CPQ, enhancing processes with tailored solutions and security features.
Cons
  • Users find the slow loading times during complex operations to be frustrating and detrimental to their experience.
  • Users experience slow performance during complex operations, leading to frustrations with loading times.

What Are Recent G2 Reviews of Zilliant CPQ?

Apropo

Apropo es una herramienta de estimación de proyectos diseñada para agencias de software obsesionadas con la experiencia del cliente. Te da una ventaja INJUSTA sobre otras agencias al hacer tus cotizaciones más rápidas, precisas y amigables para el cliente, todo a la vez. Cotiza más rápido - crea cotizaciones en minutos en lugar de horas, gracias a la IA, componentes de cotización repetibles y fórmulas a prueba de errores. ¡Llega a tus clientes antes que tus competidores! Gana más proyectos - compón cotizaciones hermosas y amigables con la marca de tu agencia que se destacarán de los competidores. Involucra a tus clientes con configuraciones de alcance interactivas y mira videos de cómo trabajan con tu cotización. ¡No más archivos de Excel feos! Estandariza y controla tu proceso de cotización - ten todas las cotizaciones de tu agencia en un solo lugar, estandariza tu proceso con plantillas de cotización y exporta tus cotizaciones a Jira y crea el backlog del proyecto en minutos en lugar de horas. Deja de pasar horas creando cotizaciones en Excel que pierden. Pasa minutos creando cotizaciones de próxima generación que ganan.

Average Rating: 4.8/5.0

Total Reviews: 29

How Do G2 Users Rate Apropo?

  • Facilidad de uso: 9.1/10 (Category avg: 8.9/10)
  • Creación de plantillas y flexibilidad: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Apropo?

  • Vendedor: Apropo.io
  • Año de fundación: 2021
  • Ubicación de la sede: Lublin, PL
  • Página de LinkedIn®: www.linkedin.com
    6 empleados en LinkedIn®

Who Uses This Product?

  • Top Industries: Software de Computadora, Tecnología de la información y servicios
  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Apropo?

AI-generated summary from verified user reviews

Pros
  • Los usuarios encuentran Apropo extremadamente intuitivo y fácil de usar, lo que hace que la preparación de propuestas sea rápida y eficiente.
  • Los usuarios valoran la eficiencia de Apropo, acelerando significativamente el proceso de cotización y ahorrando tiempo valioso.
  • Los usuarios se benefician de las funciones que ahorran tiempo de Apropo, acelerando drásticamente su proceso de cotización.
  • Los usuarios elogian la calidad de presentación de Apropo, mejorando el compromiso del cliente con cotizaciones visualmente atractivas y profesionales.
  • Los usuarios elogian a Apropo por su soporte al cliente excepcional, que mejora la incorporación y aborda las consultas de manera efectiva.
Cons
  • Los usuarios experimentan errores menores ocasionales con Apropo, pero aprecian la capacidad de respuesta del equipo y la evolución del producto.
  • Los usuarios informan de complejidad en la incorporación debido a las características abrumadoras, lo que hace que sea un desafío para los nuevos miembros adaptarse.
  • Los usuarios encuentran que la usabilidad de la función es deficiente, enfrentándose a opciones de formato confusas y pasos adicionales en las aplicaciones de marca.
  • Los usuarios expresan preocupación por la falta de personalización, deseando más opciones automatizadas y configuraciones personalizadas.
  • Los usuarios encuentran que el rendimiento inadecuado de la IA limita la personalización y el refinamiento, afectando la usabilidad y satisfacción general.

What Are Recent G2 Reviews of Apropo?

What Are G2 Users Discussing About Apropo?

Tilkee

Tilkee impulsa su negocio al empoderar a sus equipos de ventas y marketing a través de datos confiables y procesables. Tilkee aumenta la eficiencia de los equipos de ventas y marketing y genera datos para que las organizaciones se involucren mejor con prospectos y clientes. Utilizando herramientas de seguimiento innovadoras, análisis de compromiso impulsados por IA y más de 30 integraciones de herramientas, incluida Salesforce y Microsoft Dynamics, la plataforma Tilkee aumenta la efectividad de la gestión de ventas y ayuda a lograr una mayor productividad de los vendedores. Ya sea que utilice Salesforce, Oracle, Microsoft Dynamics o una de muchas otras herramientas CRM, la sofisticada solución basada en la nube de Tilkee analiza el interés de los prospectos utilizando Inteligencia Aumentada y permite a sus equipos de ventas contactar al prospecto adecuado en el momento adecuado. Tilkee analiza el comportamiento de lectura de los prospectos para ayudarle a calificar en tiempo real su disposición a firmar el acuerdo.

Average Rating: 4.6/5.0

Total Reviews: 11

How Do G2 Users Rate Tilkee?

  • Facilidad de uso: 9.4/10 (Category avg: 8.9/10)
  • Flujos de trabajo de ensamblaje y aprobación: 9.6/10 (Category avg: 8.6/10)
  • Creación de plantillas y flexibilidad: 8.8/10 (Category avg: 8.6/10)
  • Personalización: variables y campos: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Tilkee?

  • Vendedor: Tilkee
  • Año de fundación: 2014
  • Ubicación de la sede: Lyon, Rh‚Äö√†√∂¬¨‚Ä¢ne Alpes
  • Twitter: @tilkeeapp
    2,962 seguidores en Twitter
  • Página de LinkedIn®: www.linkedin.com
    6 empleados en LinkedIn®

Who Uses This Product?

  • Company Size: 55% Small, 36% Medium

What Are Recent G2 Reviews of Tilkee?

What Are G2 Users Discussing About Tilkee?

Nusii

Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow.

Average Rating: 4.5/5.0

Total Reviews: 24

How Do G2 Users Rate Nusii?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Nusii?

  • Seller: Nusii
  • Year Founded: 2013
  • HQ Location: MADRID
  • Twitter: @nusiiapp
    1,111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 96% Small, 4% Large

What Are Recent G2 Reviews of Nusii?

What Are G2 Users Discussing About Nusii?

Smart Pricing Table

Smart Pricing Table es un software interactivo de propuestas y cotizaciones creado por una agencia de marketing para agencias, proveedores de servicios de TI y gestionados (MSPs) y firmas de servicios profesionales. En lugar de un PDF estático, envías una propuesta en vivo, impulsada por el cliente: los clientes activan servicios opcionales, eligen paquetes y ajustan cantidades mientras el total se actualiza en tiempo real. Los equipos lo utilizan para crear propuestas detalladas y coherentes rápidamente, reduciendo el tiempo de creación de propuestas hasta en un 90%. Características y Funcionalidades Clave: - Tablas de Precios Interactivas: Los clientes seleccionan complementos opcionales, eligen paquetes y ajustan cantidades, con totales que se recalculan en vivo para aumentar el compromiso y el tamaño del trato. - Elementos de Línea Reutilizables y Plantillas: Construye una biblioteca de servicios predefinidos y plantillas listas para usar para que cada propuesta sea coherente, acorde a la marca y más rápida que la anterior. - Controles de Precios Avanzados: Oculta precios, establece límites de cantidad, ofrece paquetes de selección única, añade notas a los elementos de línea, aplica descuentos y tarifas urgentes, y combina retenciones recurrentes con proyectos únicos en una sola cotización. - Firmas Electrónicas: Cierra en la propuesta con firmas electrónicas integradas (hasta 5 firmantes). - Seguimiento y Análisis de Propuestas: Ve cuándo un cliente abre e interactúa con una propuesta, para que puedas programar tu seguimiento en lugar de adivinar. - Agentes de IA (Claude y ChatGPT a través de MCP): Conecta un asistente de IA a través del servidor MCP (Protocolo de Contexto de Modelo) nativo de Smart Pricing Table y haz que redacte, edite y gestione propuestas en lenguaje sencillo. - Envío y Marca en la Aplicación: Envía propuestas como enlaces alojados y con marca directamente desde la aplicación para una experiencia del cliente sin interrupciones. - Integraciones: QuickBooks, Stripe, HubSpot, Pipedrive, Zoho y GoHighLevel, además de acceso a API. Valor Principal y Soluciones Proporcionadas: Smart Pricing Table resuelve los problemas que los proveedores de servicios conocen bien: la lenta creación de propuestas, el aumento del alcance y el bajo compromiso del cliente. Los componentes reutilizables y las plantillas reducen el tiempo de redacción y mantienen el alcance claro, los precios interactivos permiten a los clientes construir su propio paquete (lo que aumenta la conversión y el tamaño promedio del trato), y el seguimiento más las firmas electrónicas acortan el camino de enviado a firmado. El resultado es menos tiempo en trabajo administrativo de propuestas y más negocios ganados, ya sea que dirijas una agencia de marketing, un MSP o una práctica de consultoría.

Average Rating: 5.0/5.0

Total Reviews: 55

How Do G2 Users Rate Smart Pricing Table?

  • Facilidad de uso: 9.5/10 (Category avg: 8.9/10)
  • Flujos de trabajo de ensamblaje y aprobación: 9.8/10 (Category avg: 8.6/10)
  • Creación de plantillas y flexibilidad: 9.6/10 (Category avg: 8.6/10)
  • Personalización: variables y campos: 9.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Smart Pricing Table?

Who Uses This Product?

  • Who Uses This: Propietario
  • Top Industries: Marketing y publicidad
  • Company Size: 95% Small, 4% Medium

What Do G2 Reviewers Say About Smart Pricing Table?

AI-generated summary from verified user reviews

Pros
  • Los usuarios elogian el excepcional servicio de atención al cliente de Smart Pricing Table, destacando respuestas rápidas y una resolución de problemas efectiva.
  • Los usuarios encuentran que Smart Pricing Table es muy fácil de usar, permitiendo una configuración rápida de propuestas interactivas sin curva de aprendizaje.
  • Los usuarios elogian a Smart Pricing Table por su eficiencia en agilizar la creación de propuestas y mejorar el flujo de trabajo general del negocio.
  • Los usuarios elogian a Smart Pricing Table por sus funciones que ahorran tiempo, agilizando la gestión de propuestas y reduciendo significativamente la carga de trabajo.
  • A los usuarios les encanta el proceso de creación fácil de Smart Pricing Table, mejorando la eficiencia de las propuestas y agilizando su flujo de trabajo.
Cons
  • Los usuarios desean la opción de múltiples firmantes de clientes, ya que algunas empresas requieren más de una firma para los acuerdos.
  • Los usuarios sienten que los límites de marca de agua y diseño hacen que las propuestas se sientan menos originales y personalizables.
  • Los usuarios experimentan dificultad inicial de uso con Smart Pricing Table, a menudo necesitando más soporte personalizado más allá de los videos tutoriales.
  • Los usuarios sienten una falta de orientación con Smart Pricing Table, necesitando más apoyo directo más allá de los recursos de video disponibles.
  • Los usuarios encuentran que los problemas de diseño limitan la flexibilidad del diseño, afectando la personalización y la usabilidad de la Tabla de Precios Inteligente.

What Are Recent G2 Reviews of Smart Pricing Table?

TaxDome

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Average Rating: 4.7/5.0

Total Reviews: 721

How Do G2 Users Rate TaxDome?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind TaxDome?

  • Seller: TaxDome
  • Year Founded: 2017
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    329 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Accounting, Financial Services
  • Company Size: 99% Small, 0% Medium

What Do G2 Reviewers Say About TaxDome?

AI-generated summary from verified user reviews

Pros
  • Users find TaxDome extremely easy to use, appreciating its convenience and efficiency in managing their workload smoothly.
  • Users appreciate the client management features of TaxDome, enhancing organization and improving client engagement effortlessly.
  • Users commend the responsive customer support team, enhancing efficiency and simplifying client collaboration.
  • Users love the automation features of TaxDome, enhancing efficiency and streamlining workflows for their firm.
  • Users value the effective communication tools of TaxDome, enhancing client interactions and document coordination seamlessly.
Cons
  • Users find the learning curve steep, especially for setup and mastering tags, which can be overwhelming.
  • Users feel that TaxDome is lacking in essential features like shared inboxes and open APIs, hindering productivity.
  • Users find the difficult learning curve of TaxDome challenging, requiring significant time and effort to master the platform.
  • Users face billing issues with TaxDome, particularly in passing fees and generating effective reports.
  • Users find the difficult setup process of TaxDome challenging but acknowledge that support from the community helps.

What Are Recent G2 Reviews of TaxDome?

What Are G2 Users Discussing About TaxDome?

Minoa

Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and track promised vs. realized outcomes from discovery through renewal. Revenue teams at Snowflake, Vanta, Pendo and others use Minoa to standardize value selling, scale business cases across more deals, and defend renewals with measurable impact.

Average Rating: 5.0/5.0

Total Reviews: 24

How Do G2 Users Rate Minoa?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Minoa?

  • Seller: Minoa
  • Year Founded: 2023
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 79% Medium, 13% Small

What Do G2 Reviewers Say About Minoa?

AI-generated summary from verified user reviews

Pros
  • Users commend Minoa for its ease of use, enabling quick ROI calculations and effective collaboration with teams.
  • Users value Minoa for its time-saving capabilities, allowing quick creation of business cases and seamless integrations.
  • Users commend Minoa for its swift and helpful customer support, enhancing overall user experience and satisfaction.
  • Users praise Minoa for its easy sharing capabilities, enhancing collaboration and empowering teams with essential tools.
  • Users appreciate the efficiency of Minoa, allowing for quick collaboration and faster ROI calculations with ease.

What Are Recent G2 Reviews of Minoa?

Nintex

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.

Average Rating: 4.3/5.0

Total Reviews: 1,272

How Do G2 Users Rate Nintex?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Nintex?

  • Seller: Nintex
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Bellevue, WA
  • LinkedIn® Page: www.linkedin.com
    1,192 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Analyst, Salesforce Administrator
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 40% Medium

What Do G2 Reviewers Say About Nintex?

AI-generated summary from verified user reviews

Pros
  • Users find Nintex's ease of use invaluable, enabling quick development of workflows and forms without extensive training.
  • Users value the easy design and automation of workflows with Nintex, enhancing efficiency and reducing manual effort.
  • Users value the user-friendly workflow management of Nintex, enabling smooth implementation and efficient automation.
  • Users laud the easy setup of Nintex, enabling quick implementation and smooth feature integration without issues.
  • Users value the versatile capabilities of Nintex, streamlining both simple and complex workflows effortlessly.
Cons
  • Users find Nintex's limited features for data tasks and customization hinder overall effectiveness and flexibility.
  • Users experience a learning curve with Skuid, finding it challenging to master all its features effectively.
  • Users find Nintex to be expensive, especially for smaller teams facing challenges with complex workflows and support.
  • Users find the complexity of Nintex challenging, especially with advanced features and intricate workflows requiring significant time to master.
  • Users note limited customization options in Nintex, hindering advanced functionality and specific workflow needs.

What Are Recent G2 Reviews of Nintex?

What Are G2 Users Discussing About Nintex?

XaitPorter

XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.

Average Rating: 4.6/5.0

Total Reviews: 51

How Do G2 Users Rate XaitPorter?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind XaitPorter?

  • Seller: Xait
  • Year Founded: 2000
  • HQ Location: Sandnes, Norway
  • Twitter: @xaitgroup
    701 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Oil & Energy, Computer Software
  • Company Size: 57% Medium, 31% Large

What Are Recent G2 Reviews of XaitPorter?

What Are G2 Users Discussing About XaitPorter?

Clientary

Clientary es una aplicación completa para que tu equipo gestione proyectos, horas, propuestas, clientes potenciales, facturas, pagos, personal y clientes. Clientary te ayuda a optimizar los ciclos de vida de los clientes desde propuestas y estimaciones, hasta el seguimiento del tiempo, facturas y pagos, para que tú y tu equipo tengan todo lo que necesitan en un solo lugar. Clientary también incluye un portal de clientes con marca para ayudarte a lucir profesional ante clientes y prospectos.

Average Rating: 4.7/5.0

Total Reviews: 45

How Do G2 Users Rate Clientary?

  • Facilidad de uso: 9.7/10 (Category avg: 8.9/10)
  • Flujos de trabajo de ensamblaje y aprobación: 9.3/10 (Category avg: 8.6/10)
  • Creación de plantillas y flexibilidad: 9.2/10 (Category avg: 8.6/10)
  • Personalización: variables y campos: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Clientary?

  • Vendedor: Unbrew
  • Año de fundación: 2008
  • Ubicación de la sede: San Jose, CA
  • Twitter: @clientary
    631 seguidores en Twitter
  • Página de LinkedIn®: www.linkedin.com

Who Uses This Product?

  • Top Industries: Tecnología de la información y servicios
  • Company Size: 63% Small, 20% Large

What Are Recent G2 Reviews of Clientary?

Oneflow

Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control.

Average Rating: 4.4/5.0

Total Reviews: 361

How Do G2 Users Rate Oneflow?

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

Who Is the Company Behind Oneflow?

  • Seller: Oneflow
  • Year Founded: 2012
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @oneflowcom
    261 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    155 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Konsultchef
  • Top Industries: Staffing and Recruiting, Computer Software
  • Company Size: 44% Small, 43% Medium

What Do G2 Reviewers Say About Oneflow?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive interface of Oneflow, making contract management simple and efficient for everyone.
  • Users appreciate the ease of use of Oneflow, enjoying its intuitive interface and efficient workflow management.
  • Users appreciate the easy document storage in Oneflow, enabling quick access to contracts and templates.
  • Users value the efficiency of Oneflow, enjoying real-time collaboration and seamless document editing for smooth workflows.
  • Users value the reliability of Oneflow, experiencing seamless transitions and minimal issues in their contract processes.
Cons
  • Users feel the document management features are limited, complicating contract review and integration with other systems.
  • Users find feature usability lacking, noting difficulties with management and design compared to other platforms.
  • Users find Oneflow expensive, facing unexpected costs and poor billing practices that complicate their experience.
  • Users experience integration issues with Oneflow, particularly with Office templates and Hubspot, complicating workflows.
  • Users find the template limitations frustrating, particularly with integrations and lack of "Track Changes" functionality.

What Are Recent G2 Reviews of Oneflow?

What Are G2 Users Discussing About Oneflow?

ClientPoint

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind ClientPoint?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Zomentum e-Sign and Payment

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

Average Rating: 4.6/5.0

Total Reviews: 30

How Do G2 Users Rate Zomentum e-Sign and Payment?

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

Who Is the Company Behind Zomentum e-Sign and Payment?

  • Seller: Zomentum
  • Year Founded: 2018
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Zomentum e-Sign and Payment?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of Zomentum e-Sign and Payment for streamlining their quoting process efficiently.
  • Users value the customer satisfaction with Zomentum e-Sign and Payment, particularly appreciating the excellent technical support.
  • Users value the excellent technical support provided by Zomentum e-Sign and Payment, enhancing their overall experience.
  • Users appreciate the streamlined deal management of Zomentum e-Sign and Payment, enhancing efficiency and consistency in quoting.
  • Users value the standardized quoting process of Zomentum e-Sign and Payment, enhancing efficiency and accuracy in transactions.
Cons
  • Users find the interface usability of Zomentum e-Sign and Payment to be challenging due to its rough GUI.
  • Users find the outdated design of Zomentum e-Sign and Payment lacks polish and can be confusing.
  • Users find the interface design lacking, with a rough GUI and diverse language issues impacting usability.
  • Users find the UI improvements of Zomentum e-Sign and Payment to be somewhat lacking and inconsistent.
  • Users feel the rough GUI and international language could hinder the overall user experience with Zomentum e-Sign and Payment.

What Are Recent G2 Reviews of Zomentum e-Sign and Payment?

What Are G2 Users Discussing About Zomentum e-Sign and Payment?

Odoo Sales

Odoo Sales is a comprehensive sales management application designed to streamline the entire sales process, from quotation creation to order fulfillment. It offers an intuitive interface that enables businesses to generate professional, interactive quotations swiftly, manage sales orders efficiently, and integrate seamlessly with customer service and eCommerce platforms. By automating routine tasks and providing real-time insights, Odoo Sales empowers sales teams to focus on building customer relationships and driving revenue growth. Key Features and Functionality: - Quotation Builder: Create clean, professional, and interactive quotations instantly, enhancing the customer experience and expediting the sales cycle. - Quote Templates: Automate common orders by applying predefined pricing and tax rules, reducing manual input and minimizing errors. - Customer Portal: Provide customers with self-service access to their quotations, sales orders, and delivery information, facilitating faster deal closures through online payments and e-signatures. - Lead Management: Generate and qualify leads through various channels, including website visits and marketing campaigns, with AI-powered lead scoring to prioritize high-potential prospects. - Pricing Strategies: Develop custom pricing strategies with features like pricelists, promotions, loyalty programs, coupons, gift cards, and eWallets to attract and retain customers. - Product Control: Manage product pricing, variants, and categories with seamless integration across eCommerce, Inventory, and Manufacturing modules. - Reporting and Forecasting: Access comprehensive sales metrics and accurate forecasts to inform strategic decisions and monitor performance. - Invoicing Options: Utilize multiple invoicing methods, including down payments, pro-forma invoices, and milestone-based billing, with automatic invoice creation upon online payment confirmation. - Marketplace Integration: Integrate with major online marketplaces like Amazon to expand reach and eliminate manual data entry. - Shipping Integrations: Partner with local and global shipping couriers to ensure efficient product delivery. - Upselling Opportunities: Add optional products to quotations to facilitate seamless upselling, with customers able to select additional items through the online portal. - Customer Communications: Send emails and schedule meetings directly from Odoo, with all communications automatically recorded for easy access. Primary Value and User Solutions: Odoo Sales addresses the challenges of managing complex sales processes by offering an all-in-one platform that automates routine tasks, enhances customer engagement, and provides actionable insights. By integrating various sales functions into a single application, it reduces the need for multiple disparate systems, thereby improving efficiency and data consistency. Businesses benefit from faster quotation generation, improved lead management, and the ability to implement dynamic pricing strategies, all of which contribute to increased sales performance and customer satisfaction.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Odoo Sales?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Odoo Sales?

  • Seller: Odoo
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • Twitter: @Odoo
    55,391 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,815 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 43% Small

What Are Recent G2 Reviews of Odoo Sales?

What Are G2 Users Discussing About Odoo Sales?

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