Best Proposal Software - Page 5

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 362

Category Stats (Oct 2026)

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

Last updated: October 20, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for Proposal Software

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

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

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

Quotient

Great looking quotes and proposals in one easy to use system.

Average Rating: 4.7/5.0

Total Reviews: 22

How Do G2 Users Rate Quotient?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 7.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Quotient?

  • Seller: Quotient
  • Year Founded: 2011
  • HQ Location: New Zealand
  • Twitter: @QuotientApp
    672 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small

What Do G2 Reviewers Say About Quotient?

AI-generated summary from verified user reviews

Pros
  • Users find Quotient extremely user-friendly, streamlining quote creation and enhancing overall efficiency in their workflow.
  • Users appreciate the easy creation of quote templates in Quotient, enhancing workflow efficiency and management.
  • Users value the seamless integrations of Quotient, enhancing their workflow and improving overall productivity.
  • Users find the easy setup of Quotient enhances workflow efficiency and supports a smooth user experience.
  • Users appreciate the efficiency of Quotient for quickly creating quotes and enhancing workflow management.
Cons
  • Users criticize the limited design options in Quotient, making it difficult to create visually appealing templates.
  • Users find the limited template flexibility in Quotient hampers their ability to create visually appealing quotes.

What Are Recent G2 Reviews of Quotient?

What Are G2 Users Discussing About Quotient?

Bonsai

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Average Rating: 4.3/5.0

Total Reviews: 100

How Do G2 Users Rate Bonsai?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.0/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Bonsai?

  • Seller: Bonsai (YC W16)
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @bonsaiinc
    3,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Design
  • Company Size: 94% Small, 1% Large

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Bonsai, enjoying streamlined management of contracts, invoices, and services in one place.
  • Users value the all-in-one invoicing capabilities of Bonsai, simplifying their business management and enhancing productivity.
  • Users appreciate the comprehensive invoice management of Bonsai, streamlining business processes and enhancing productivity effortlessly.
  • Users love the time-saving features of Bonsai, streamlining proposal, invoicing, and project management effortlessly.
  • Users value the time tracking capabilities of Bonsai, enhancing project management and overall business efficiency.
Cons
  • Users note a lack of features like CSV export, mobile app, and satisfactory customer service in Bonsai.
  • Users find Bonsai expensive compared to alternatives, often paying for unnecessary features in a restrictive membership model.
  • Users experience integration issues with Bonsai, citing problems like timezone conflicts and inadequate calendar functionalities.
  • Users find the limited customization options restrictive, impacting their ability to tailor Bonsai to specific needs.
  • Users find Bonsai's features limited and restrictive, often feeling they pay for unnecessary functionalities.

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

Fiverr Workspace

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: 8.5/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Fiverr Workspace?

  • Seller: Fiverr
  • Year Founded: 2010
  • HQ Location: Tel-Aviv
  • Twitter: @fiverr
    458,568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    228,387 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 90% Small, 5% Medium

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?

What Are G2 Users Discussing About Fiverr Workspace?

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Tango Agreements

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: 8.5/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Tango Agreements?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Tango Agreements?

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: 31

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

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
    59 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?

Tacton CPQ

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: 8.5/10)
  • Template Creation and Flexibility: 7.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Tacton CPQ?

  • Seller: Tacton
  • Year Founded: 1998
  • HQ Location: Stockholm, Sweden
  • Twitter: @TactonSystems
    1,180 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About Tacton CPQ?

Pricefx

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: 8.5/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Pricefx?

  • Seller: Pricefx
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Prague, Czech Republic
  • Twitter: @Price_fx
    4,767 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    380 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?

What Are G2 Users Discussing About Pricefx?

Talewind

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: 8.5/10)
  • Template Creation and Flexibility: 8.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Talewind?

  • Seller: Talewind
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Temecula, US
  • LinkedIn® Page: www.linkedin.com
    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?

OrbitShift

OrbitShift is an AI-powered sales engine built for enterprise technology, engineering, and business services organizations, helping teams move from the first signal of opportunity to closing the deal. Powered by 50+ specialized AI agents, OrbitShift continuously connects live buying signals with the intelligence spread across your CRM, customer interactions, and knowledge repositories. It helps teams uncover emerging opportunities, understand complex accounts, identify the right buyers, execute relevant campaigns and outreach, manage proposals, and move deals forward faster. Rather than adding another point solution to the sales stack, OrbitShift brings sales, campaign teams, pre-sales, and enablement together around a shared view of the customer and the next best action. Every part of the selling motion becomes faster, more connected, and easier to execute. Trusted by 8 of the world's top 15 technology services providers, including DXC, Fujitsu, HCLTech, Infosys, LTIMindtree, Tech Mahindra, and Wipro, OrbitShift helps organizations build better-qualified pipeline, shorten deal cycles, increase win rates, and accelerate proposal management.

Average Rating: 4.5/5.0

Total Reviews: 44

How Do G2 Users Rate OrbitShift?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.5/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind OrbitShift?

  • Seller: OrbitShift
  • Year Founded: 2022
  • HQ Location: San Francisco, California, United States
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 57% Large, 20% Medium

What Do G2 Reviewers Say About OrbitShift?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of OrbitShift, significantly reducing time spent on research and planning for outreach efforts.
  • Users highlight the ease of use of OrbitShift, enhancing their workflows and adapting seamlessly to company needs.
  • Users value the efficient decision-making capabilities of OrbitShift, enhancing team alignment and reducing research time.
  • Users value the time-saving capabilities of OrbitShift, significantly reducing their research and planning efforts.
  • Users value the ease of setup and detailed contact information provided by OrbitShift, enhancing their outreach effectiveness.
Cons
  • Users find the data accuracy issues on OrbitShift problematic, with outdated contact info undermining trust and reliability.
  • Users find the outdated data on OrbitShift frustrating, as it compromises the reliability and accuracy of information.
  • Users find the inaccurate responses on OrbitShift problematic, encountering outdated or mismatched contact information frequently.
  • Users report outdated information on OrbitShift, with 2%-3% inaccuracies affecting the reliability of contact data.
  • Users find OrbitShift has a steep learning curve, requiring guided onboarding for effective use and understanding of its features.

What Are Recent G2 Reviews of OrbitShift?

Ideagen Please Review

Ideagen Please Review is document review, co-authoring and redaction software built for regulated industries including life sciences, pharma, aerospace and defense, government and financial services. Teams of 2 to 200+ reviewers work on the same document at the same time in a secure, web-based environment, with Word, PDF, PowerPoint and Excel files kept in their original format. Every comment, change and decision is tracked, and audit reports are generated in one click. Paragraph-level permissions control who can view, comment on or edit each section, and external partners can review through secure, time-limited links without VPN access. Redaction tools support EMA Policy 70 requirements. Ideagen Please Review integrates with Veeva Vault, Documentum D2 and Intelinotion, and connects to the wider Ideagen Quality platform for document control, CAPA, audit and training. Customers see up to 65% faster review cycles and around 35% lower review costs. It is trusted by four of the top five global CROs and 85% of the top 25 global pharma companies.

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: 8.5/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Ideagen Please Review?

  • Seller: Ideagen
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Ruddington, GB
  • Twitter: @Ideagen_Plc
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,445 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?

Ideagen Collaboration Portal

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: 8.5/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 6.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, GB
  • Twitter: @Ideagen_Plc
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,445 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?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

SmartDocs

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: 8.5/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind SmartDocs?

  • Seller: ThirtySix Software
  • Year Founded: 2009
  • HQ Location: Rochester, NY
  • Twitter: @36software
    354 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 53% Small, 27% Medium

What Are Recent G2 Reviews of SmartDocs?

What Are G2 Users Discussing About SmartDocs?

Revolear

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

Who Is the Company Behind Revolear?

  • Seller: Revolear
  • Year Founded: 2022
  • HQ Location: San Francisco, California, United States
  • LinkedIn® Page: www.linkedin.com
    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?

Revv

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

Who Is the Company Behind Revv?

  • Seller: Revv
  • Year Founded: 2018
  • HQ Location: Walnut, California
  • Twitter: @REVV
    298 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 Are G2 Users Discussing About Revv?

Bidsketch

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: 8.5/10)
  • Template Creation and Flexibility: 7.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Bidsketch?

  • Seller: SignWell
  • Year Founded: 2010
  • HQ Location: Portland, OR
  • Twitter: @SignWellApp
    300 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 73% Small, 18% Medium

What Are Recent G2 Reviews of Bidsketch?

What Are G2 Users Discussing About Bidsketch?

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