# Best Proposal Software - Page 5

## 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](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=284&focus%5B%5D=21326&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=6327&focus%5B%5D=19019)

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.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-25T21%3A38%3A10Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=4036&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Fauthuser%3D0%26page%3D5&secure%5Btoken%5D=cbad182a63322fdcbee95ca9c8d8beb5ae4ade303f4496d9ec9f47556e5b19a9&secure%5Burl%5D=https%3A%2F%2Fwww.pandadoc.com%2Flp%2Fproposal-software-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dreview_sites%26utm_campaign%3Dg2-clicks-proposal&secure%5Burl_type%5D=custom_url)

### [Fiverr Workspace](https://www.g2.com/products/fiverr-workspace/reviews)

AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sounds like a lot of features. Did we mention they’re all in one place? But what else makes us better than using 8 apps to run your business? Our software intelligently integrates each aspect of business management so you can eliminate inefficiencies across your business. That means proposals and contracts once approved automatically creates your projects. Set up scheduled invoicing for automated invoicing & recurring billing so you are notified when it's time to invoice. It means time tracking that speaks to your projects and invoices, Automated overdue invoice reminders that talk to your task list. It means payments that know to automatically file your income and online payment processing fees as an expense so all your books are in order. Every feature talks to the next so that you can do things faster and focus on the work you love. AND.CO helps with the rest! Yeah, that’s what it means. With less time spent managing the business, you get more time to operate in your genius zone!

**Average Rating:** 3.9/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Fiverr Workspace?

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Fiverr Workspace?

- **Seller:** [Fiverr](https://www.g2.com/sellers/fiverr)
- **Year Founded:** 2010
- **HQ Location:** Tel-Aviv
- **Twitter:** @fiverr  
458,568 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=718ac1dc61c3407332902bb088203b60aa123d43fb4e821364922357108298cc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F861427%2F&secure%5Burl_type%5D=linkedin_company_website)  
213,999 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Fiverr Workspace?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **all-in-one solutions** offered by Fiverr Workspace, streamlining proposals, contracts, and invoicing effortlessly.
- Users love the **comprehensive features** of Fiverr Workspace, streamlining proposals, invoicing, and financial management in one platform.
- Users appreciate the **all-in-one contract management** capabilities of Fiverr Workspace, simplifying their workflow significantly.
- Users value the **all-in-one document management** capabilities of Fiverr Workspace for enhanced efficiency in handling projects.
- Users love the **ease of use** with Fiverr Workspace, integrating proposals, contracts, invoicing, and dashboards seamlessly.

##### Cons

- Users express frustration over the **delays** in support and issue resolution, impacting their overall experience with Fiverr Workspace.
- Users report that **email issues** complicate support, leading to delays and frustrations with urgent concerns.
- Users lament the **lack of communication features** in Fiverr Workspace, noting poor support and delayed issue resolution.
- Users express frustration over the **limited features** of Fiverr Workspace, noting a lack of updates and support responsiveness.
- Users are frustrated by the **missing features** in Fiverr Workspace, feeling neglected since the acquisition of And.co.

#### What Are Recent G2 Reviews of Fiverr Workspace?

**["AND.CO is an all-in-one essential for business owners!"](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365)**

**Rating:** 4.5/5.0 stars

_— Verified User in Design_

[Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365)

**["I use this for everything!"](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353)**

**Rating:** 5.0/5.0 stars

_— Kayla S._

[Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353)

#### What Are G2 Users Discussing About Fiverr Workspace?

- [What is Fiverr Workspace used for?](https://www.g2.com/discussions/what-is-fiverr-workspace-used-for)

### [Tango Agreements](https://www.g2.com/products/tango-agreements/reviews)

Tango automates the contract and payment workflow for fractional executives and small-medium professional services businesses. By bringing the scope, contract, and payment onto a single interactive page, customers spend less time in disputes and following up on payments, giving them back 40% of their time per year. While platforms like Shopify cater to e-commerce stores, professional services businesses have lacked a streamlined solution that allows them to provide their clients with a checkout experience that is not only professional, but also compliant (e.g. IR35, PSI). Tango Agreements makes your professional services business more profitable, scalable and compliant.

**Average Rating:** 5.0/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Tango Agreements?

- **Ease of Use:** 9.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Tango Agreements?

- **Seller:** [Tango Agreements](https://www.g2.com/sellers/tango-agreements)
- **Year Founded:** 2022
- **HQ Location:** Burleigh Heads, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9546f68b678cfe019bf05eeb89d3878c0ff33a53c8bd9adacd5b11ece80376a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftangoagreements%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Tango Agreements?

**["Proposals / Contracts made quick & EASY"](https://www.g2.com/survey_responses/tango-agreements-review-9828424)**

**Rating:** 5.0/5.0 stars

_— Shev W._

[Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9828424)

**["100% closed contract rate with an accelerated sales cycle!"](https://www.g2.com/survey_responses/tango-agreements-review-9914666)**

**Rating:** 5.0/5.0 stars

_— Adam D._

[Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9914666)

### [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews)

Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing.

**Average Rating:** 4.3/5.0

**Total Reviews:** 50

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

- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

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

- **Seller:** [Tacton](https://www.g2.com/sellers/tacton)
- **Year Founded:** 1998
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @TactonSystems  
1,180 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f29bea6943ce8f64579a74e1e0f5da17cd8f3f377d26c897c069eaf9ef33088&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F43155%2F&secure%5Burl_type%5D=linkedin_company_website)  
245 employees on LinkedIn®
- **Phone:** +46 (0) 8 690 07 50

#### Who Uses This Product?

- **Top Industries:** Mechanical or Industrial Engineering, Industrial Automation
- **Company Size:** 63% Large, 19% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Tacton CPQ, benefiting from seamless integration and guided selling features.
- Users appreciate the **easy integrations** of Tacton CPQ, enhancing their experience with smooth system connectivity.
- Users value the **flexibility** of Tacton CPQ, finding it to be the most adaptable omni-channel solution available.
- Users value the **implementation ease** of Tacton CPQ, benefiting from its smart configuration and seamless integration.
- Users value the **seamless integration** of Tacton CPQ, enhancing their workflow and overall productivity.

##### Cons

- Users face a **dependency on rule configurations** , which complicates the setup and customization of Tacton CPQ.
- Users find the setup process **expensive** , leading to concerns about overall affordability and value for money.
- Users face a **steep learning curve** with Tacton CPQ, making initial adaptation and mastery challenging.
- Users note the **limited customization** options in Tacton CPQ, restricting their ability to tailor the product to specific needs.
- Users find the **poor interface design** of Tacton CPQ difficult to navigate and frustrating to use.

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

**["Tacton CPQ"](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)**

**Rating:** 5.0/5.0 stars

_— Harshit S._

[Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)

**["CPQ determines the right product to deliver based on customer needs to solve a problem."](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)**

**Rating:** 4.5/5.0 stars

_— Verified User in Food Production_

[Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)

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

- [What is CPQ in manufacturing?](https://www.g2.com/discussions/what-is-cpq-in-manufacturing)
- [What does CPQ mean?](https://www.g2.com/discussions/what-does-cpq-mean)
- [What is Tacton CPQ?](https://www.g2.com/discussions/what-is-tacton-cpq) - 1 comment

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

VisibleThread is a full-lifecycle RFP platform designed to support every stage of the bid and contract process - before, during, and after submission. It fits into existing workflows across sales, capture, proposal, and contracts teams, supporting organizations of all sizes without forcing process change. Manual, repetitive work is replaced with intelligence and automation, helping teams move faster while maintaining control, consistency, and quality across complex documents. All insights in VisibleThread are grounded in evidence and fully traceable back to source content. The platform creates a clear, visible thread between AI-powered outputs and the original documents they come from enabling confident decision-making, defensible compliance, and reliable analysis. From opportunity qualification and document comparison to risk identification and quality checks, teams gain actionable insights without relying on black-box AI or manual interpretation. Security is built in, not bolted on. VisibleThread is trusted with highly sensitive, mission-critical content and supports multiple deployment options including private cloud and on-premise to meet a wide range of security and governance requirements. The result is a single, secure platform that improves speed, quality, collaboration, and outcomes, while reducing risk and enabling teams to win more business with confidence.

**Average Rating:** 4.3/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate VisibleThread?

- **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:** 7.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind VisibleThread?

- **Seller:** [VisibleThread](https://www.g2.com/sellers/visiblethread)
- **Year Founded:** 2008
- **HQ Location:** Baltimore, MD
- **Twitter:** @VisibleThread  
1,469 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d582e542c1bbf04926f4b8df0ff723023d5b765396f70b7841dc3f977af677cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1484691&secure%5Burl_type%5D=linkedin_company_website)  
67 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 47% Small, 47% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **efficiency** of VisibleThread for rapidly generating compliance matrices and tailored proposals.
- Users appreciate the **user-friendly interface** of VisibleThread, enhancing efficiency with easy navigation and helpful documentation.
- Users benefit from **excellent tracking capabilities** , enhancing document compliance and providing essential insights for proposal writing.
- Users appreciate the **easy document scanning and compliance generation** feature of VisibleThread, enhancing efficiency and accuracy.
- Users value the **user-friendly documentation** of VisibleThread, enhancing their ability to quickly generate compliance metrics.

##### Cons

- Users find **limited customization** options in VisibleThread, affecting the ability to tailor the experience to their needs.
- Users highlight **limited features** in VisibleThread, particularly the lack of customizable options and language support.
- Users find the **interface not intuitive** , requiring time and support to navigate and understand the features effectively.
- Users experience **bug issues** with VisibleThread, as it sometimes fails to correctly recognize paragraphs when shredding PDFs.
- Users report a **steep learning curve** with VisibleThread, making it time-consuming to master the complex interface.

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

**["Streamline Proposal Management Tasks"](https://www.g2.com/survey_responses/visiblethread-review-12037382)**

**Rating:** 5.0/5.0 stars

_— Luis F._

[Read full review](https://www.g2.com/survey_responses/visiblethread-review-12037382)

**["Intelligent, Customer-Driven Evolution That Keeps Getting Better"](https://www.g2.com/survey_responses/visiblethread-review-12984220)**

**Rating:** 4.0/5.0 stars

_— Anatalia M._

[Read full review](https://www.g2.com/survey_responses/visiblethread-review-12984220)

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

- [What is VT Docs used for?](https://www.g2.com/discussions/what-is-vt-docs-used-for)

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

Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts.

**Average Rating:** 4.4/5.0

**Total Reviews:** 130

#### How Do G2 Users Rate Pricefx?

- **Ease of Use:** 7.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Pricefx?

- **Seller:** [Pricefx](https://www.g2.com/sellers/pricefx)
- **Company Website:** www.pricefx.com
- **Year Founded:** 2011
- **HQ Location:** Prague, Czech Republic
- **Twitter:** @Price\_fx  
4,767 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=940b475de729c089eae7f396da55a32382d866df0d869e8a0ce49252211ff15a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprice-f-x-%2F&secure%5Burl_type%5D=linkedin_company_website)  
377 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Pricing Manager
- **Top Industries:** Automotive, Building Materials
- **Company Size:** 62% Large, 22% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Pricefx, appreciating its user-friendly interface and smooth implementation process.
- Users appreciate the **configurability** of Pricefx, tailoring it to their unique business models effectively.
- Users appreciate the **efficiency** of Pricefx, seamlessly integrating with unique business requirements for optimal pricing practices.
- Users praise the **easy integration** with other systems, enhancing user experience without disruptions or complications.
- Users praise the **responsive customer support** of Pricefx, enhancing their overall experience with swift assistance.

##### Cons

- Users find that **complex implementation** can be challenging, often needing customization rather than simple configuration for unique scenarios.
- Users find the **difficult learning process** for live price grids challenging, though it improves over time.
- Users find the product **expensive** , with high costs for development and time-intensive feature configurations.
- Users find the **feature usability** of Pricefx occasionally challenging due to complexity and navigational difficulties.
- Users face **integration issues** with Pricefx, finding it complex and time-consuming despite the system's flexibility.

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

**["Transformational Pricing Software with Seamless Integration"](https://www.g2.com/survey_responses/pricefx-review-12495555)**

**Rating:** 4.5/5.0 stars

_— vikas k._

[Read full review](https://www.g2.com/survey_responses/pricefx-review-12495555)

**["End-to-End Pricing Journey in the Cloud with Scalable Architecture"](https://www.g2.com/survey_responses/pricefx-review-12942922)**

**Rating:** 4.5/5.0 stars

_— Suyash A._

[Read full review](https://www.g2.com/survey_responses/pricefx-review-12942922)

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

- [What is your experience with Pricefx for dynamic pricing, and how has it impacted your business strategy?](https://www.g2.com/discussions/what-is-your-experience-with-pricefx-for-dynamic-pricing-and-how-has-it-impacted-your-business-strategy)
- [What is price Optimising system?](https://www.g2.com/discussions/what-is-price-optimising-system)
- [What is software pricing?](https://www.g2.com/discussions/pricefx-what-is-software-pricing)
- [When was Pricefx founded?](https://www.g2.com/discussions/when-was-pricefx-founded)

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

Talewind is a fully managed proposal automation platform designed to assist sales and marketing teams in creating, managing, and delivering effective proposals. This innovative solution caters specifically to modern revenue organizations, integrating robust proposal software with expert support to streamline workflows, maintain brand consistency, and enhance the speed of responses to Requests for Proposals (RFPs). The platform is tailored for a diverse audience, including sales professionals, marketing teams, and business development units across various industries. Talewind provides a centralized and user-friendly interface that enables users to build, manage, and deliver proposals, pitch decks, and contracts in just minutes. A standout feature is the built-in content library, which allows teams to store their best answers, templates, and visuals in an organized manner. This accessibility ensures that users can quickly assemble accurate and professional proposals without the need to start from scratch each time, thereby increasing efficiency. A key differentiator of Talewind is its fully managed service model. Unlike traditional software solutions that require users to handle all aspects of proposal creation and management, Talewind takes on the heavy lifting. From onboarding and content setup to ongoing optimization, Talewind's experts collaborate with teams to establish a scalable and repeatable proposal process. This hands-on approach significantly reduces proposal turnaround times, with customers often experiencing up to an 80% decrease, while also minimizing manual errors in documentation. Additionally, Talewind features integrated Digital Sales Rooms, also known as Showrooms, which enhance the proposal experience. These interactive buyer hubs allow sales teams to share all deal-related content in one location, enabling real-time engagement tracking, identification of key stakeholders, and acceleration of deal velocity. Furthermore, seamless integrations with popular Customer Relationship Management (CRM) systems like Salesforce and HubSpot ensure that every proposal is directly linked to the sales process, enhancing overall efficiency and effectiveness. Talewind equips organizations with the automation, visibility, and expert support necessary to scale their proposal operations confidently. By simplifying the proposal process, it empowers teams to focus on strategic initiatives that drive revenue growth, making it a valuable asset for any organization looking to improve its proposal management capabilities.

**Average Rating:** 4.7/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Talewind?

- **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:** 8.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Talewind?

- **Seller:** [Talewind](https://www.g2.com/sellers/talewind)
- **Company Website:** talewind.com
- **Year Founded:** 2020
- **HQ Location:** Temecula, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8d7880887b7f34d73a87adb9a932fbadd2f96a02c32738cf8de1dc8e13e0de01&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftalewind-technologies-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Medium, 8% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Talewind to be **easy to use** , with a positive experience following implementation and training.
- Users value the **outstanding customer support** from Talewind, noting quick responses and effective solutions to challenges.
- Users are thrilled with the **easy proposal creation** in Talewind, enabling faster drafts and a calmer team environment.
- Users appreciate the **efficiency** of Talewind, significantly speeding up proposal creation and enhancing team productivity.
- Users value the **presentation quality** of Talewind, enhancing the professionalism and appearance of their documentation effectively.

##### Cons

- Users find the **complex multi-step approval process** and editing features cumbersome, making their experience inefficient.
- Users find editing in Talewind to be **cumbersome and inflexible** , complicating document creation and sharing processes.
- Users desire **missing features** like AI assistance for wording refinement and improved functionality for convenience in drafting.
- Users experience frustration with **auto-saving issues** in Talewind, risking loss of important work during proposal creation.
- Users find the **copy-paste issues** frustrating, as they often resort to external tools for text improvement.

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

**["Talewind - Great Proposal Software"](https://www.g2.com/survey_responses/talewind-review-11885027)**

**Rating:** 4.5/5.0 stars

_— Mike R._

[Read full review](https://www.g2.com/survey_responses/talewind-review-11885027)

**["Fast Proposal Generation"](https://www.g2.com/survey_responses/talewind-review-11892480)**

**Rating:** 5.0/5.0 stars

_— Carlos M._

[Read full review](https://www.g2.com/survey_responses/talewind-review-11892480)

### [Ideagen Please Review](https://www.g2.com/products/ideagen-please-review/reviews)

Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down your document review timescales by 65% using Ideagen PleaseReview, giving you more time to work on the things that matter. Cut review costs by 35% by reducing the amount of time spent on them. Wherever you are working, and whether you’re collaborating with colleagues or third parties, Ideagen PleaseReview provides a secure, controlled environment for real-time document review, co-authoring and redaction that handles Word, PDF, PowerPoint, Excel and more. So, you can protect sensitive information and focus on delivering high-quality documents. Ideagen PleaseReview supports teams of 2 to 200+ reviewers simultaneously, enabling fully auditable real-time document collaboration. Integration with Veeva Vault, Intelinotion and other leading quality management and quality control solutions and users can generate audit reports with one click, ensuring transparency and traceability. We offer advanced redaction complying with EMA Policy 70 for managing and processing document redactions.

**Average Rating:** 4.3/5.0

**Total Reviews:** 76

#### How Do G2 Users Rate Ideagen Please Review?

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ideagen Please Review?

- **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen)
- **Company Website:** www.ideagen.com
- **Year Founded:** 2000
- **HQ Location:** Ruddington, Nottingham
- **Twitter:** @Ideagen\_  
2,172 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6655b5ba4b1663e52d01d3ccebcf7f42ae8d5fa0ce0a5e9f1e935a92bf8234c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2280940&secure%5Burl_type%5D=linkedin_company_website)  
1,386 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Pharmaceuticals, Biotechnology
- **Company Size:** 43% Medium, 31% Large

#### What Do G2 Reviewers Say About Ideagen Please Review?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **collaborative review feature** of Please Review, enhancing teamwork across various departments effectively.
- Users appreciate the **collaborative review feature** of Please Review, facilitating seamless teamwork across departments.
- Users find **Please Review very easy to use** , appreciating its intuitive design and collaborative review features.
- Users love the **customizability** of Ideagen Please Review, appreciating its user-friendly and seamless integration into workflows.
- Users find Please Review's **intuitive document management** features enhance collaboration and streamline the review process effectively.

##### Cons

- Users find the software **difficult to use** , especially when making formatting changes and managing comments effectively.
- Users struggle with **editing issues** in Please Review, including difficulties in formatting and managing tracked changes effectively.
- Users express frustration with the **missing features** in Ideagen Please Review, limiting customization and reporting capabilities.
- Users find the software **difficult to use** , despite educational resources provided to assist them.
- Users find **formatting issues** with PleaseReview, complicating document reviews and making navigation challenging.

#### What Are Recent G2 Reviews of Ideagen Please Review?

**["Validation of PleaseReview for Veeva vault integration for a client"](https://www.g2.com/survey_responses/ideagen-please-review-review-11523892)**

**Rating:** 4.5/5.0 stars

_— Verified User in Pharmaceuticals_

[Read full review](https://www.g2.com/survey_responses/ideagen-please-review-review-11523892)

**["Simplifying Review Workflows"](https://www.g2.com/survey_responses/ideagen-please-review-review-9508385)**

**Rating:** 5.0/5.0 stars

_— Verified User in Pharmaceuticals_

[Read full review](https://www.g2.com/survey_responses/ideagen-please-review-review-9508385)

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

Revolear is an AI-powered Digital Sales Room platform that helps B2B companies automate sales processes and close deals faster. Designed for SaaS, data services, managed services, and professional services, Revolear replaces manual sales tasks with AI-driven automation. Businesses use it to engage prospects, generate proposals, and manage complex deal negotiations efficiently. Who is Revolear for? Revolear is built for B2B companies with complex sales cycles, custom pricing structures, and high-touch deal processes. It is ideal for organizations that want to: • Automate proposal creation, deal structuring, and contract management • Enable self-service B2B sales for smaller deals • Accelerate contract renewals and long-cycle deal nurturing • Improve pricing strategies and contract negotiations with AI-powered automation How Revolear Works Revolear leverages artificial intelligence for sales automation, streamlining the B2B sales cycle with three core AI-driven tools: • DealScript AI – Uses customer inputs to generate accurate, customized proposals and pricing quotes instantly. • DealCraft AI – Provides a no-code platform for structuring complex deals, including pricing, terms, and contract clauses. • AI DealSpace – Creates Digital Sales Rooms where buyers explore solutions, collaborate on proposals, and finalize deals with minimal sales intervention. Key Benefits of Revolear • Multiply Sales Capacity – AI sales agents handle small, specialized, and long-tail deals, freeing up human sales teams. • Reduce Sales Costs – Automates manual sales tasks, reducing the need for additional support staff. • Accelerate Deal Cycles – AI-driven engagement helps customers move through the B2B sales funnel faster. • Enhance the B2B Buying Experience – Buyers interact with a structured, self-guided digital environment that improves conversion rates. • Seamless CRM Integration – Works with Salesforce, HubSpot, and third-party apps via API and Zapier. By digitizing B2B sales and automating deal execution, Revolear helps companies scale revenue, close deals faster, and optimize sales efficiency with AI-powered sales automation.

**Average Rating:** 4.6/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Revolear?

- **Ease of Use:** 8.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Revolear?

- **Seller:** [Revolear](https://www.g2.com/sellers/revolear)
- **Year Founded:** 2022
- **HQ Location:** San Francisco, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c483685c138ca37956eea02b8cc1f55515f47a2bd405ec807790a69b213193ca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevolear&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 82% Medium, 18% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization capabilities** of Revolear, enabling tailored proposals that meet unique client needs efficiently.
- Users appreciate the **efficiency** of Revolear, streamlining the sales process and enhancing client interactions.
- Users value the **time-saving capabilities** of Revolear, allowing for quicker, more efficient proposal creation and delivery.
- Users value the **flexibility** of Revolear, allowing tailored proposals while maintaining efficiency in complex sales processes.
- Users appreciate the **customizability** of Revolear, enabling tailored proposals and streamlined workflows that enhance productivity.

##### Cons

- Users feel that **key features are missing** in Revolear, but the company is responsive to their needs.
- Users find **limited customization** in Revolear, requiring persistent efforts to achieve desired formatting in outputs.
- Users note **missing key features** in Revolear, though the company is responsive to evolving customer needs.
- Users struggle with **eSignature UI** , finding it challenging to transition from previous tools to Revolear.

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

**["Agreements, project pricing & HubSpot integration – and the UX is awesome too!"](https://www.g2.com/survey_responses/revolear-review-10873094)**

**Rating:** 5.0/5.0 stars

_— Denizio D._

[Read full review](https://www.g2.com/survey_responses/revolear-review-10873094)

**["Managing and simplifying our proposal and signature process."](https://www.g2.com/survey_responses/revolear-review-10882388)**

**Rating:** 4.5/5.0 stars

_— Michael K._

[Read full review](https://www.g2.com/survey_responses/revolear-review-10882388)

### [Ideagen Collaboration Portal](https://www.g2.com/products/ideagen-collaboration-portal/reviews)

Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

**Average Rating:** 4.2/5.0

**Total Reviews:** 139

#### How Do G2 Users Rate Ideagen Collaboration Portal?

- **Ease of Use:** 8.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ideagen Collaboration Portal?

- **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen)
- **Year Founded:** 2000
- **HQ Location:** Ruddington, Nottingham
- **Twitter:** @Ideagen\_  
2,172 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6655b5ba4b1663e52d01d3ccebcf7f42ae8d5fa0ce0a5e9f1e935a92bf8234c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2280940&secure%5Burl_type%5D=linkedin_company_website)  
1,386 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management, Government Administration
- **Company Size:** 42% Small, 32% Large

#### What Do G2 Reviewers Say About Ideagen Collaboration Portal?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of Ideagen Collaboration Portal enhances their experience and ensures swift implementation.
- Users commend the **exceptional customer support** of Ideagen Collaboration Portal, ensuring responsiveness and satisfaction with services.
- Users value the **easy collaboration** features of Ideagen Collaboration Portal, enhancing teamwork and project management efficiency.
- Users find the **easy setup** of the Ideagen Collaboration Portal simplifies collaboration across diverse stakeholders and projects.
- Users appreciate the **solid security features** of Ideagen Collaboration Portal, ensuring the safety of sensitive information.

##### Cons

- Users are frustrated by **hidden costs and difficult cancellation policies** , leading to dissatisfaction with Ideagen Collaboration Portal.
- Users find the **difficult learning curve** challenging, especially for those unfamiliar with computers and the interface.
- Users report issues with **inconsistent editing and performance** in the Ideagen Collaboration Portal, affecting overall usability.
- Users find the Ideagen Collaboration Portal **expensive** due to high charges for basic features and unreliable customer support.
- Users experience **inconvenience from frequent logins** and limited mobile app functionality, hindering overall usability.

#### What Are Recent G2 Reviews of Ideagen Collaboration Portal?

**["Great Collaboration Workspace for Sharing Documents and Planning Projects"](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)**

**Rating:** 4.5/5.0 stars

_— Carine P._

[Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)

**["Excellent for managing project documentation and its storage"](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)**

**Rating:** 4.5/5.0 stars

_— María de Lourdes R._

[Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)

#### What Are G2 Users Discussing About Ideagen Collaboration Portal?

- [How much does huddle cost?](https://www.g2.com/discussions/how-much-does-huddle-cost)
- [What is team huddle?](https://www.g2.com/discussions/what-is-team-huddle)
- [How do you use the Huddle app?](https://www.g2.com/discussions/how-do-you-use-the-huddle-app)
- [What is Huddle app?](https://www.g2.com/discussions/what-is-huddle-app)

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

Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate SmartDocs?

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

#### Who Is the Company Behind SmartDocs?

- **Seller:** [ThirtySix Software](https://www.g2.com/sellers/thirtysix-software)
- **Year Founded:** 2009
- **HQ Location:** Rochester, NY
- **Twitter:** @36software  
354 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f7cc142a0ccaf0553aef1b9a6592fc1ce7e86755b6a83b484ba960a6259a6b1d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1162882%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 53% Small, 27% Large

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

**["The easy generation and processing of multi-purpose doc files."](https://www.g2.com/survey_responses/smartdocs-review-4164120)**

**Rating:** 5.0/5.0 stars

_— Alison J._

[Read full review](https://www.g2.com/survey_responses/smartdocs-review-4164120)

**["Documents made easier"](https://www.g2.com/survey_responses/smartdocs-review-4570374)**

**Rating:** 5.0/5.0 stars

_— Dillon C._

[Read full review](https://www.g2.com/survey_responses/smartdocs-review-4570374)

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

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

### [Revv](https://www.g2.com/products/revv-revv/reviews)

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

**Average Rating:** 4.6/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate Revv?

- **Ease of Use:** 8.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Revv?

- **Seller:** [Revv](https://www.g2.com/sellers/revv-dd605773-fc55-47ed-b216-e73abbeb26b2)
- **Year Founded:** 2018
- **HQ Location:** Walnut, California
- **Twitter:** @REVV  
298 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55a45d3d41e3614b851c1a9c18edf62f92f13d3563cbe8d960f091cbde01c409&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14418325%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 24% Medium

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

**["What a great product!"](https://www.g2.com/survey_responses/revv-review-5180735)**

**Rating:** 5.0/5.0 stars

_— Arezou Z._

[Read full review](https://www.g2.com/survey_responses/revv-review-5180735)

**["Review for Revv"](https://www.g2.com/survey_responses/revv-review-6655282)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/revv-review-6655282)

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

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

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

Web app used by freelancers, consultants, and agencies to create professional looking proposals in minutes.

**Average Rating:** 3.6/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Bidsketch?

- **Ease of Use:** 8.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Bidsketch?

- **Seller:** [SignWell](https://www.g2.com/sellers/signwell)
- **Year Founded:** 2010
- **HQ Location:** Portland, OR
- **Twitter:** @SignWellApp  
300 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=54bfa251a30d9833dabd9f00a848553d308fb9b65776636698882e52083ea7b2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsignwellapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 73% Small, 18% Medium

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

**["Great tool to create and share proposals. "](https://www.g2.com/survey_responses/bidsketch-review-2367304)**

**Rating:** 5.0/5.0 stars

_— Zane A. P._

[Read full review](https://www.g2.com/survey_responses/bidsketch-review-2367304)

**["An Easy to Use Reasonable Price Proposal Solution!"](https://www.g2.com/survey_responses/bidsketch-review-3224909)**

**Rating:** 4.0/5.0 stars

_— L. P._

[Read full review](https://www.g2.com/survey_responses/bidsketch-review-3224909)

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

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

### [RevOps](https://www.g2.com/products/revops-inc-revops/reviews)

RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. \*\*\*Collaborate, Price, Quote\*\*\* Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals \*\*\*"The Way a Quoting Tool Should Be"\*\*\* An agreement builder that your reps will actually use. How novel! -Built with the end-user in mind -Easy amendments = greater LTV -Flexibility with terms and SKUs \*\*\*Smarter, Faster Decision Making\*\*\* Create a scalable process with guardrails, templates, approval workflows, and more. -Customizable templates -Guardrails -Approval Workflows

**Average Rating:** 4.6/5.0

**Total Reviews:** 31

#### How Do G2 Users Rate RevOps?

- **Ease of Use:** 8.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind RevOps?

- **Seller:** [RevOps](https://www.g2.com/sellers/revops)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, California
- **Twitter:** @GoRevOps  
266 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=50baf9359b64d99d64857c5c6d7458c66666203fcadf94fed0aae252134036d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevops%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 58% Medium, 39% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **automation features** of RevOps, making order creation quick, accurate, and hassle-free.
- Users value the **seamless connectivity** of RevOps, significantly simplifying the QTC process and enhancing data trustworthiness.
- Users appreciate the **streamlined contract management** in RevOps, enhancing efficiency and trust in the approval process.
- Users appreciate the **CRM integration** of RevOps, improving order creation and ensuring reliable, accurate data flow.
- Users value the **streamlined QTC process** of RevOps, enjoying accurate, automated order creation and approval.

##### Cons

- Users report **game-breaking bugs** and insufficient support after the Maxio acquisition, leading to significant operational challenges.
- Users are frustrated with **downtime issues** after the Maxio acquisition, facing bugs and poor support response times.
- Users report **inadequate AI performance** leading to unresolved issues and frustrating support experiences after the Maxio acquisition.
- Users desire **insufficient analytics** capabilities, seeking more flexibility and detailed reporting on discounts and SKUs.
- Users desire more **flexibility in templates and limited reporting functionalities** to enhance their RevOps experience.

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

**["Seamless Data Sync to HubSpot"](https://www.g2.com/survey_responses/revops-review-12595200)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/revops-review-12595200)

**["Easy to use CPQ for busy reps"](https://www.g2.com/survey_responses/revops-review-10491681)**

**Rating:** 4.5/5.0 stars

_— Verified User in Public Safety_

[Read full review](https://www.g2.com/survey_responses/revops-review-10491681)

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

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

**Average Rating:** 4.2/5.0

**Total Reviews:** 74

#### How Do G2 Users Rate Proposable?

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

#### Who Is the Company Behind Proposable?

- **Seller:** [Proposable](https://www.g2.com/sellers/proposable)
- **Year Founded:** 2009
- **HQ Location:** Bloomington, IN
- **Twitter:** @Proposable  
1,704 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5fff2f45fb43f75215b443052bbdf152872e4452728adf248a1fc005ebdf5de4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3353595%2F&secure%5Burl_type%5D=linkedin_company_website)
- **Phone:** 1-888-901-7970

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 55% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Proposable to be an **easy-to-navigate system** , making it simple to learn and use effectively.
- Users find the **navigation ease** of Proposable makes it simple to learn and use effectively.

##### Cons

- Users experience **slow performance** with Proposable, leading to frustration and a lack of reliable updates.
- Users report increasing **update issues** with Proposable, causing frustration and leading some to seek alternative solutions.

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

**[""A real excellent program pertaining to business expansion"](https://www.g2.com/survey_responses/proposable-review-3568872)**

**Rating:** 4.0/5.0 stars

_— NANDANI S._

[Read full review](https://www.g2.com/survey_responses/proposable-review-3568872)

**["Best of the Best"](https://www.g2.com/survey_responses/proposable-review-2056644)**

**Rating:** 5.0/5.0 stars

_— Grant G._

[Read full review](https://www.g2.com/survey_responses/proposable-review-2056644)

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

It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid allows you to quickly build proposals in any service field, particularly carpet cleaning, window cleaning, pressure washing, window tinting, and solar panel cleaning... but the custom items area will allow you to build a proposal for anything you can imagine. ResponsiBid then automates the follow-up and aggregates the data so that you know where you are getting the best leads and customers. Some of our features include: - Proposal total customization - Price floors for certain geographic and/or building sizes - Automatic trip charge inclusion - "Call screen" inputting of callers allows you to either give anonymous bids, quickly find existing customers, or start a bid to be finished later - Pricing adjustment in any conceivable way - Commercial or residential bids - Full reporting on all quotes over time periods - Automated follow-up or follow-up reminders to admin users to make phone call follow-ups - Website integration for leads to get instant quotes-- or to begin a quote - Block competitors from getting quotes on the website - CRM integration allows your quotes to generate prospect profiles in your customer management software - A bidding hub that puts all prospects into an actionable sequence

**Average Rating:** 4.2/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate ResponsiBid?

- **Ease of Use:** 8.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ResponsiBid?

- **Seller:** [Symphosize](https://www.g2.com/sellers/symphosize)
- **Year Founded:** 2008
- **HQ Location:** N/A
- **Twitter:** @Symphosize  
132 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b53aa00b9766dbf99a1f357abdddce993e08525f81a2858b41f870ea4336c41&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsymphosize%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 82% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective client communication** through automated emails and text messages with ResponsiBid.
- Users love how ResponsiBid ensures **effective communication** with customers through automated emails and text messages.

##### Cons

- Users report **calendar job inaccuracies** in ResponsiBid, leading to confusion and scheduling issues.
- Users experience **data management issues** with jobs not being prioritized accurately on the calendar.

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

**["Great software for automated sales"](https://www.g2.com/survey_responses/responsibid-review-4315002)**

**Rating:** 5.0/5.0 stars

_— John C._

[Read full review](https://www.g2.com/survey_responses/responsibid-review-4315002)

**["The software can help me track and win more jobs"](https://www.g2.com/survey_responses/responsibid-review-8406168)**

**Rating:** 5.0/5.0 stars

_— Tyler W._

[Read full review](https://www.g2.com/survey_responses/responsibid-review-8406168)

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

- [What is ResponsiBid used for?](https://www.g2.com/discussions/what-is-responsibid-used-for) - 1 comment

- [‹ Prev ‹ Prev](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=4#product-list)
- [1](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score#product-list)
- [2](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=2#product-list)
- [3](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=3#product-list)
- [4](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=4#product-list)
- 5
- [6](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=6#product-list)
- [7](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=7#product-list)
- [8](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=8#product-list)
- [9](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=9#product-list)
- …
- [23](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=23#product-list)
- [24](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=24#product-list)
- [Next › Next ›](/categories/proposal?open_modal_url=%2Fproducts%2Fkaseya-quote-manager%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=6#product-list)

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Similar Categories

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

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

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

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

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

Updated December 20, 2024

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

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

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

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