Best Proposal Software - Page 3

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 352

Category Stats (Sep 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 (+1.4%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,600+ Authentic Reviews
  • 352+ 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)

fynk

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

Average Rating: 4.9/5.0

Total Reviews: 44

How Do G2 Users Rate fynk?

  • Ease of Use: 9.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind fynk?

Who Uses This Product?

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

What Do G2 Reviewers Say About fynk?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of fynk, thanks to its seamless integration and automation for efficient contract management.
  • Users value the centralized contract management of fynk, enhancing efficiency and oversight across all agreements.
  • Users commend fynk for its efficiency in streamlining contract processes and enhancing oversight and compliance.
  • Users appreciate the automation of contract workflows in Fynk, enhancing efficiency and clarity across teams.
  • Users love Fynk's branded intelligent forms and e-signable documents, enhancing client onboarding and contract management effectively.
Cons
  • Users find the analytics insufficient, lacking depth for complex reporting and requiring external tools for data insights.
  • Users find reporting capabilities limited in fynk, lacking depth for financial analysis and product-specific insights.
  • Users express concerns about poor reporting in Fynk, seeking more advanced product-centric dashboards for detailed analysis.
  • Users find the native product analytics reporting insufficient, lacking advanced insights necessary for complex financial analysis.
  • Users find the dashboard issues in fynk limiting for detailed reporting and complex financial analysis needs.

What Are Recent G2 Reviews of fynk?

ConnectWise CPQ

Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations.

Average Rating: 4.0/5.0

Total Reviews: 122

How Do G2 Users Rate ConnectWise CPQ?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind ConnectWise CPQ?

  • Seller: ConnectWise
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • Twitter: @ConnectWise
    14,926 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®
  • Phone: 800-671-6898

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 51% Small, 46% Medium

What Do G2 Reviewers Say About ConnectWise CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the high customization options of ConnectWise CPQ, enhancing flexibility and meeting specific business needs effectively.
  • Users value the quick and responsive customer support of ConnectWise CPQ, enhancing their overall experience with the product.
  • Users value the high level of customizability in ConnectWise CPQ, enhancing their quoting processes efficiently.
  • Users value the highly customizable options in ConnectWise CPQ, enhancing their quoting process and overall efficiency.
  • Users value the easy integration with CW PSA, enhancing their efficiency and overall experience with ConnectWise CPQ.
Cons
  • Users find difficult editing in ConnectWise CPQ frustrating, as it's limited and often requires extensive troubleshooting.
  • Users often face bug issues that hinder functionality and complicate basic tasks in ConnectWise CPQ.
  • Users find the complex features of ConnectWise CPQ overwhelming and recommend hiring a knowledgeable consultant for assistance.
  • Users find the setup process complex, often requiring expert consultation to navigate effectively.
  • Users struggle with deletion problems in ConnectWise CPQ, finding the system outdated and frustrating for features and formatting.

What Are Recent G2 Reviews of ConnectWise CPQ?

What Are G2 Users Discussing About ConnectWise CPQ?

TaxDome

Winner of all 9 categories in the 2026 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 15,000 firms to communicate with more than 5 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 7,600+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Average Rating: 4.7/5.0

Total Reviews: 727

How Do G2 Users Rate TaxDome?

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

Who Is the Company Behind TaxDome?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About TaxDome?

AI-generated summary from verified user reviews

Pros
  • Users find TaxDome extremely easy to use, appreciating its convenience and efficiency in managing their workload smoothly.
  • Users praise TaxDome for its efficiency in keeping everything organized and automating workflows, enhancing productivity.
  • Users appreciate the client management features of TaxDome, enhancing organization and improving client engagement effortlessly.
  • Users commend the responsive customer support team, enhancing efficiency and simplifying client collaboration.
  • Users appreciate the document management features of TaxDome, enabling organized, secure, and efficient client interactions and workflows.
Cons
  • Users find the learning curve steep, especially for setup and mastering tags, which can be overwhelming.
  • Users feel that TaxDome is lacking in essential features like shared inboxes and open APIs, hindering productivity.
  • Users find the difficult learning curve of TaxDome challenging, requiring significant time and effort to master the platform.
  • Users often find the time-consuming setup process challenging, needing substantial effort to fully benefit from TaxDome.
  • Users note limited features in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team.

What Are Recent G2 Reviews of TaxDome?

What Are G2 Users Discussing About TaxDome?

Zilliant CPQ

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

Average Rating: 4.8/5.0

Total Reviews: 28

How Do G2 Users Rate Zilliant CPQ?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Zilliant CPQ?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Zilliant CPQ?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Zilliant CPQ?

Tilkee

Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisations to better engage with prospects and clients. Using innovative tracking tools, AI-powered engagement analytics, and over 30 tool integrations including Salesforce and Microsoft Dynamics, the Tilkee platform increases sales management effectiveness and helps achieve higher seller productivity. Whether you use Salesforce, Oracle, Microsoft Dynamics or one of many other CRM tools, Tilkee’s sophisticated cloud-based solution analyses prospects’ interest using Augmented Intelligence and allows your sales teams to contact the right prospect at the right moment. Tilkee analyzes prospects'​ reading behavior to help you qualify in real-time their willingness to sign the deal.

Average Rating: 4.6/5.0

Total Reviews: 11

How Do G2 Users Rate Tilkee?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Tilkee?

  • Seller: Tilkee
  • Year Founded: 2014
  • HQ Location: Lyon, Rh‚Äö√†√∂¬¨‚Ä¢ne Alpes
  • Twitter: @tilkeeapp
    2,962 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 55% Small, 36% Medium

What Are Recent G2 Reviews of Tilkee?

What Are G2 Users Discussing About Tilkee?

Nintex

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

Average Rating: 4.3/5.0

Total Reviews: 1,272

How Do G2 Users Rate Nintex?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Nintex?

  • Seller: Nintex
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Bellevue, WA
  • LinkedIn® Page: www.linkedin.com
    1,177 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Nintex?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Nintex?

What Are G2 Users Discussing About Nintex?

Nusii

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

Average Rating: 4.5/5.0

Total Reviews: 24

How Do G2 Users Rate Nusii?

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

Who Is the Company Behind Nusii?

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

Who Uses This Product?

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

What Are Recent G2 Reviews of Nusii?

What Are G2 Users Discussing About Nusii?

Minoa

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

Average Rating: 5.0/5.0

Total Reviews: 24

How Do G2 Users Rate Minoa?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Minoa?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Minoa?

AI-generated summary from verified user reviews

Pros
  • Users commend Minoa for its ease of use, enabling quick ROI calculations and effective collaboration with teams.
  • Users value Minoa for its time-saving capabilities, allowing quick creation of business cases and seamless integrations.
  • Users appreciate the efficiency of Minoa, allowing for quick collaboration and faster ROI calculations with ease.
  • Users rave about Minoa's sales efficiency, enabling consistent value selling and empowering teams to succeed in every deal.
  • Users highlight that Minoa enables quick business case collaboration, transforming their approach to value selling across all deals.

What Are Recent G2 Reviews of Minoa?

Smart Pricing Table

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

Average Rating: 5.0/5.0

Total Reviews: 55

How Do G2 Users Rate Smart Pricing Table?

  • Ease of Use: 9.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Smart Pricing Table?

Who Uses This Product?

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

What Do G2 Reviewers Say About Smart Pricing Table?

AI-generated summary from verified user reviews

Pros
  • Users rave about the exceptional customer support from Smart Pricing Table, noting quick responses and effective problem-solving.
  • Users find Smart Pricing Table to be super easy to use, allowing quick setup of interactive proposals with no learning curve.
  • Users commend Smart Pricing Table for its efficiency in streamlining proposal creation and enhancing overall business workflow.
  • Users praise Smart Pricing Table for its time-saving features, streamlining proposal management and reducing workload significantly.
  • Users love the easy creation process of Smart Pricing Table, enhancing proposal efficiency and streamlining their workflow.
Cons
  • Users wish for the option of multiple client signers, as some businesses require more than one signature for agreements.
  • Users feel that the watermark and design limits make proposals feel less original and customizable.
  • Users experience initial usage difficulty with Smart Pricing Table, often needing more personalized support beyond tutorial videos.
  • Users feel a lack of guidance with Smart Pricing Table, needing more direct support beyond available video resources.
  • Users find the layout issues limit design flexibility, affecting customization and usability of Smart Pricing Table.

What Are Recent G2 Reviews of Smart Pricing Table?

XaitPorter

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

Average Rating: 4.6/5.0

Total Reviews: 51

How Do G2 Users Rate XaitPorter?

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

Who Is the Company Behind XaitPorter?

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

Who Uses This Product?

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

What Are Recent G2 Reviews of XaitPorter?

What Are G2 Users Discussing About XaitPorter?

Clientary

Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects.

Average Rating: 4.7/5.0

Total Reviews: 45

How Do G2 Users Rate Clientary?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Clientary?

  • Seller: Unbrew
  • Year Founded: 2008
  • HQ Location: San Jose, CA
  • Twitter: @clientary
    631 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 63% Small, 20% Large

What Are Recent G2 Reviews of Clientary?

Oneflow

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

Average Rating: 4.4/5.0

Total Reviews: 361

How Do G2 Users Rate Oneflow?

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

Who Is the Company Behind Oneflow?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Oneflow?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Oneflow?

What Are G2 Users Discussing About Oneflow?

Odoo Sales

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

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Odoo Sales?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Odoo Sales?

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

Who Uses This Product?

  • Company Size: 50% Medium, 43% Small

What Are Recent G2 Reviews of Odoo Sales?

What Are G2 Users Discussing About Odoo Sales?

ClientPoint

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

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind ClientPoint?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Better Proposals

Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams.

Average Rating: 4.3/5.0

Total Reviews: 51

How Do G2 Users Rate Better Proposals?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Better Proposals?

  • Seller: Better Proposals
  • Year Founded: 2009
  • HQ Location: Brighton, United Kingdom
  • Twitter: @betterproposals
    15,299 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 96% Small, 2% Medium

What Do G2 Reviewers Say About Better Proposals?

AI-generated summary from verified user reviews

Pros
  • Users find Better Proposals to be extremely easy to use, enhancing efficiency and transforming their business processes.
  • Users love the design quality of Better Proposals, making documents look dynamic and professional with ease.
  • Users appreciate the effective document management of Better Proposals, enhancing video content's professionalism with dynamic designs.
  • Users love the easy creation of Better Proposals, which enhances efficiency and value for their business.
  • Users love the easy integrations of Better Proposals, enhancing automation and transforming their business operations effortlessly.
Cons
  • Users face billing issues with Better Proposals, often experiencing problems with payments and unhelpful support responses.
  • Users find the clunky interface of Better Proposals frustrating, leading to time-consuming and problematic proposal creation.
  • Users find the complex setup challenging, often struggling with payment issues and unhelpful support responses.
  • Users desire improvements in Email Issues, particularly with templates and better integration for signed documents.
  • Users report a clunky interface in Better Proposals, making it difficult to create and finalize proposals effectively.

What Are Recent G2 Reviews of Better Proposals?

What Are G2 Users Discussing About Better Proposals?

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