# Best Proposal Software - Page 3 ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 294 ### Category Stats (Aug 2026) - **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month _Last updated: August 04, 2026_ ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,600+ Authentic Reviews - 294+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Proposal Software ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=6327&focus%5B%5D=19019) Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, Anchor, Ignition, and DealHub AI. Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai) **Sponsored** ### altaFlow altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-05T19%3A18%3A05Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Fc%3Dftf%26link%3Dblog-cta%26page%3D3&secure%5Btoken%5D=150cc0db95b3e55de2ed0c16b5732f04db45e4e03c2af9b131b17c63819c90c3&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) ### [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews) Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 95 #### How Do G2 Users Rate Epicor CPQ? - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Epicor CPQ? - **Seller:** [Epicor](https://www.g2.com/sellers/epicor) - **Year Founded:** 1972 - **HQ Location:** Austin, TX - **Twitter:** @Epicor 9,286 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89ee06eeb2c1092926115071b22ad87b028ed4fd4eb02deb7823f4298af79e9e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4617%2F&secure%5Burl_type%5D=linkedin_company_website) 6,174 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Pharmaceuticals - **Company Size:** 60% Medium, 40% Large #### What Do G2 Reviewers Say About Epicor CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customization capabilities** of Epicor CPQ, allowing tailored configurations for diverse products effortlessly. - Users praise the **ease of use** of Epicor CPQ, highlighting quick updates and a user-friendly interface. - Users appreciate the **intuitive interface** of Epicor CPQ, making it easy to sell products or services effectively. - Users value the **simplicity and compatibility** of Epicor CPQ, enhancing their product and service sales experiences. - Users value the **template customization** , allowing for efficient configurations across multiple products and client needs. ##### Cons - Users often find the **slow performance** of Epicor CPQ frustrating, especially during high-usage scenarios. - Users experience **glitch issues** with Epicor CPQ, leading to frustrating screen freezes during heavy usage. - Users find the **complex implementation** requires a specialist, making adjustments challenging and time-consuming. - Users find the product's **complexity** requires a specialist for any configurator changes, complicating usability. - Users find the **complex setup** of Epicor CPQ requires specialist knowledge for effective configuration changes. #### What Are Recent G2 Reviews of Epicor CPQ? **["Flexible soltution with a lot of possibilities"](https://www.g2.com/survey_responses/epicor-cpq-review-9824766)** **Rating:** 4.0/5.0 stars _— Edwin N._ [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-9824766) **["Post launch sucess"](https://www.g2.com/survey_responses/epicor-cpq-review-11140416)** **Rating:** 5.0/5.0 stars _— Verified User in Manufacturing_ [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-11140416) #### What Are G2 Users Discussing About Epicor CPQ? - [What are the benefits and drawbacks of using Epicor CPQ for configure-price-quote processes?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-epicor-cpq-for-configure-price-quote-processes) - [What is Epicor CPQ used for?](https://www.g2.com/discussions/what-is-epicor-cpq-used-for) ### [Assembly](https://www.g2.com/products/assemblysoftware/reviews) Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 322 #### How Do G2 Users Rate Assembly? - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind Assembly? - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** assembly.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot 60,010 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0d4ae78d0c147277aa866791f15647a23740868af3ddd870f2b7d4fce263d5d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassemblycom%2F&secure%5Burl_type%5D=linkedin_company_website) 42 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small, 4% Medium #### What Do G2 Reviewers Say About Assembly? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** of Assembly exceptional, streamlining client information presentation and management. - Users value the **easy setup** of Assembly, enabling quick implementation and smooth user experiences with minimal effort. - Users praise the **responsive customer support** of Assembly, enhancing their overall experience and satisfaction with the product. - Users highlight the **intuitive design** of Assembly, making client management and onboarding seamless and efficient. - Users value the **seamless integration capabilities** of Assembly, enhancing their workflow and centralizing diverse processes effectively. ##### Cons - Users express a desire for **missing features** , hoping for enhanced integrations and richer text options for improved functionality. - Users find **limited features** in Assembly, wishing for more integration and customization opportunities for enhanced usability. - Users desire more **customization options** for the portal, wishing for full CSS control and theme selections. - Users note the **lack of features** in Assembly, likening it to a 'beta version' needing further development. - Users encounter **integration issues** with Assembly, seeking smoother connections with payment processing and other software. #### What Are Recent G2 Reviews of Assembly? **["Simple CRM That Saved Me Time"](https://www.g2.com/survey_responses/assembly-review-13128705)** **Rating:** 5.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/assembly-review-13128705) **["Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication"](https://www.g2.com/survey_responses/assembly-review-13086271)** **Rating:** 5.0/5.0 stars _— Aminder M._ [Read full review](https://www.g2.com/survey_responses/assembly-review-13086271) #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - 1 upvote - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote - [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal) ### [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Zilliant CPQ? - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.8/10) #### Who Is the Company Behind Zilliant CPQ? - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant 3,351 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website) 174 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Mechanical or Industrial Engineering - **Company Size:** 47% Small, 37% Large #### What Do G2 Reviewers Say About Zilliant CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficiency** of Zilliant CPQ, enabling quick configuration and pricing for a competitive edge. - Users benefit from **customization and integration** with Zilliant CPQ, enhancing quote cycle times and overall efficiency. - Users value the **customizability** of Zilliant CPQ, enhancing process efficiency and ensuring secure, validated data access. - Users commend the **ease of use** of Zilliant CPQ, enabling quick configuration and pricing for customer solutions. - Users value the **easy customization** of Zilliant CPQ, enabling streamlined processes and enhanced security features. ##### Cons - Users find the **slow loading** during complex operations frustrating and believe it could be improved. - Users report **slow performance** in Zilliant CPQ, particularly during complex operations that require better loading times. #### What Are Recent G2 Reviews of Zilliant CPQ? **["Inmind Cloud is 5 star"](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)** **Rating:** 5.0/5.0 stars _— Ian G._ [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) **["Able to create a Global Quoting platform integrating our specific needs"](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)** **Rating:** 4.5/5.0 stars _— Russ M._ [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) ### [Apropo](https://www.g2.com/products/apropo/reviews) Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once. Quote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors! Win more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files! Standardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours. Stop spending hours creating Excel quotes that lose. Spend minutes creating next-gen quotes that win. **Average Rating:** 4.8/5.0 **Total Reviews:** 29 #### How Do G2 Users Rate Apropo? - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Apropo? - **Seller:** [Apropo.io](https://www.g2.com/sellers/apropo-io) - **Year Founded:** 2021 - **HQ Location:** Lublin, PL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8a7b802f1b2680cd5fb88b223d3a18adbe6fc40c9b5545f2795cd39a42a581cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapropo-io&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small, 40% Medium #### What Do G2 Reviewers Say About Apropo? _AI-generated summary from verified user reviews_ ##### Pros - Users find Apropo to be **intuitive and easy to use** , streamlining proposal creation without the hassle of Excel. - Users value the **efficiency** of Apropo, significantly speeding up the quoting process and optimizing workflows effectively. - Users find Apropo's **time-saving features** greatly enhance their efficiency, speeding up the quoting process significantly. - Users love the **professional presentation quality** of Apropo, enhancing client engagement and decision-making effortlessly. - Users praise the **exceptional customer support** of Apropo, highlighting responsive assistance and direct access to leadership. ##### Cons - Users report occasional **bug issues** that arise as Apropo evolves, but overall, feedback is encouraged and welcomed. - Users find the **onboarding process complex** , with new members often feeling overwhelmed by numerous features and formatting options. - Users find the **feature usability lacking** , often facing complications and needing to adapt to the interface. - Users find a **lack of customization** in Apropo, requiring manual adjustments that hinder user experience and efficiency. - Users find the **inadequate AI performance** of Apropo limits customization and fails to meet specific requirements effectively. #### What Are Recent G2 Reviews of Apropo? **["Perfect tool"](https://www.g2.com/survey_responses/apropo-review-12354913)** **Rating:** 5.0/5.0 stars _— Piotr F._ [Read full review](https://www.g2.com/survey_responses/apropo-review-12354913) **["Best tool for creating structured proposals for custom software projects"](https://www.g2.com/survey_responses/apropo-review-12397756)** **Rating:** 5.0/5.0 stars _— Mateusz L._ [Read full review](https://www.g2.com/survey_responses/apropo-review-12397756) #### What Are G2 Users Discussing About Apropo? - [What is Apropo.io proposal automation used for?](https://www.g2.com/discussions/what-is-apropo-io-proposal-automation-used-for) - 1 upvote ### [Tilkee](https://www.g2.com/products/tilkee/reviews) 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: 8.8/10) #### Who Is the Company Behind Tilkee? - **Seller:** [Tilkee](https://www.g2.com/sellers/tilkee) - **Year Founded:** 2014 - **HQ Location:** Lyon, Rh‚Äö√†√∂¬¨‚Ä¢ne Alpes - **Twitter:** @tilkeeapp 2,962 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c99b95fa37baa5bcd2101815b10c777970f0b3768571f6a3e4270cc16616932e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2758781%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 55% Small, 36% Medium #### What Are Recent G2 Reviews of Tilkee? **["A Solution to Empower and Inform Business Development Efforts"](https://www.g2.com/survey_responses/tilkee-review-8413324)** **Rating:** 4.5/5.0 stars _— Philip H._ [Read full review](https://www.g2.com/survey_responses/tilkee-review-8413324) **["Why I am a fan of TILKEE"](https://www.g2.com/survey_responses/tilkee-review-3116139)** **Rating:** 5.0/5.0 stars _— Virginie G._ [Read full review](https://www.g2.com/survey_responses/tilkee-review-3116139) #### What Are G2 Users Discussing About Tilkee? - [What is Tilkee used for?](https://www.g2.com/discussions/what-is-tilkee-used-for) ### [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 #### How Do G2 Users Rate Nintex? - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Nintex? - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=423950581ab5fd35e7883f210e3d986c7af587acccdd1584f19be80d90c3593b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F258303%2F&secure%5Burl_type%5D=linkedin_company_website) 1,192 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Large, 40% Medium #### What Do G2 Reviewers Say About Nintex? _AI-generated summary from verified user reviews_ ##### Pros - Users find Nintex to be **easy to use** , facilitating quick upskilling and efficient workflow automation for everyone. - Users value the **ease of automation** with Nintex, facilitating streamlined workflows and reducing manual workload effectively. - Users praise the **intuitive workflow management** of Nintex, enabling seamless implementation and reliable automation. - Users praise the **easy setup** of Nintex, facilitating quick implementation of features without any issues. - Users value the **versatility** of Nintex, enabling both simple and complex workflow automation with ease and flexibility. ##### Cons - Users note the **limited features** of Nintex for data tasks, impacting speed and customization flexibility. - Users experience a **learning curve** with Skuid, finding it challenging to master its advanced features and capabilities. - Users find Nintex to be **expensive** , especially for smaller teams, which can hinder overall adoption and usage. - Users find **complexity** in understanding advanced features and managing workflows, which may hinder their productivity and experience. - Users express concern over **limited customization** options in Nintex, which can hinder advanced workflow design and flexibility. #### What Are Recent G2 Reviews of Nintex? **["Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow"](https://www.g2.com/survey_responses/nintex-review-12729348)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) **["Boosts Productivity with No-Code Automation"](https://www.g2.com/survey_responses/nintex-review-12454818)** **Rating:** 4.0/5.0 stars _— Valerie D._ [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) - [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment - [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for) ### [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 704 #### 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: 8.8/10) #### Who Is the Company Behind TaxDome? - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13210ae44fa2dc3b6260e228c347846240a5114da4fe7bd12ed1593dde8437aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxdome%2F&secure%5Burl_type%5D=linkedin_company_website) 329 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small, 0% Medium #### What Do G2 Reviewers Say About TaxDome? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup. - Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly. - Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow. - Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity. - Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction. ##### Cons - Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively. - Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration. - Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master. - Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team. - Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking. #### What Are Recent G2 Reviews of TaxDome? **["A good practice management platform with room to improve"](https://www.g2.com/survey_responses/taxdome-review-13203855)** **Rating:** 4.5/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/taxdome-review-13203855) **["User-Friendly Portal That Keeps All Client Emails and Texts in One Place"](https://www.g2.com/survey_responses/taxdome-review-13200371)** **Rating:** 5.0/5.0 stars _— Rebecca H._ [Read full review](https://www.g2.com/survey_responses/taxdome-review-13200371) #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### [Minoa](https://www.g2.com/products/minoa/reviews) Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and track promised vs. realized outcomes from discovery through renewal. Revenue teams at Snowflake, Vanta, Pendo and others use Minoa to standardize value selling, scale business cases across more deals, and defend renewals with measurable impact. **Average Rating:** 5.0/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Minoa? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Minoa? - **Seller:** [Minoa](https://www.g2.com/sellers/minoa) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=818ba48a6630e4e1775e91ba89ad39a3b6c38aa9d842cb9a17443caf535139ac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetminoa%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 17 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 79% Medium, 13% Small #### What Do G2 Reviewers Say About Minoa? _AI-generated summary from verified user reviews_ ##### Pros - Users applaud the **ease of use** of Minoa, facilitating quick ROI calculations and effective collaboration across teams. - Users find Minoa **time-saving** , enabling fast creation of business cases and swift support for efficient usage. - Users appreciate the **swift and helpful customer support** from Minoa, enhancing their overall experience and efficiency. - Users find Minoa's **easy sharing** features essential for distributing tools and enhancing team collaboration across the organization. - Users find Minoa to be **efficient** , enabling fast ROI calculations and seamless collaboration with their team. #### What Are Recent G2 Reviews of Minoa? **["Empowering my Mid-Market AEs to create more business cases and win more deals - thanks to Minoa"](https://www.g2.com/survey_responses/minoa-review-10521315)** **Rating:** 5.0/5.0 stars _— Richard U._ [Read full review](https://www.g2.com/survey_responses/minoa-review-10521315) **["Minoa helped me scale beyond our small value team"](https://www.g2.com/survey_responses/minoa-review-10568753)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/minoa-review-10568753) ### [Nusii](https://www.g2.com/products/nusii/reviews) Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Nusii? - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind Nusii? - **Seller:** [Nusii](https://www.g2.com/sellers/nusii) - **Year Founded:** 2013 - **HQ Location:** MADRID - **Twitter:** @nusiiapp 1,111 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dc8727df95a668fad792a6be1f04c0fe79797505b693ab10d2d39277f2e5b42f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnusii-proposals-sl%2F&secure%5Burl_type%5D=linkedin_company_website) 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? **["Reliant"](https://www.g2.com/survey_responses/nusii-review-5128641)** **Rating:** 4.5/5.0 stars _— Nicole L._ [Read full review](https://www.g2.com/survey_responses/nusii-review-5128641) **["The lost art and persuasive power of a great proposal format - Nusii rocks!"](https://www.g2.com/survey_responses/nusii-review-7990413)** **Rating:** 5.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/nusii-review-7990413) #### What Are G2 Users Discussing About Nusii? - [What is Nusii used for?](https://www.g2.com/discussions/what-is-nusii-used-for) ### [XaitPorter](https://www.g2.com/products/xaitporter/reviews) XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content. **Average Rating:** 4.6/5.0 **Total Reviews:** 51 #### How Do G2 Users Rate XaitPorter? - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.8/10) #### Who Is the Company Behind XaitPorter? - **Seller:** [Xait](https://www.g2.com/sellers/xait) - **Year Founded:** 2000 - **HQ Location:** Sandnes, Norway - **Twitter:** @xaitgroup 701 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce79042678f52dc98917353e81449ca890dd9b02eae61e89b6297f616c92a831&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F110126%2F&secure%5Burl_type%5D=linkedin_company_website) 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? **["My Firsthand Experience with XaitPorter: A Comprehensive Review"](https://www.g2.com/survey_responses/xaitporter-review-8317554)** **Rating:** 5.0/5.0 stars _— Deepansh K._ [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8317554) **["Efficient collaboration with intuitive interface is possible"](https://www.g2.com/survey_responses/xaitporter-review-8337616)** **Rating:** 4.5/5.0 stars _— Richard C._ [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8337616) #### What Are G2 Users Discussing About XaitPorter? - [What is XaitPorter used for?](https://www.g2.com/discussions/what-is-xaitporter-used-for) ### [Clientary](https://www.g2.com/products/clientary/reviews) 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: 8.8/10) #### Who Is the Company Behind Clientary? - **Seller:** [Unbrew](https://www.g2.com/sellers/unbrew) - **Year Founded:** 2008 - **HQ Location:** San Jose, CA - **Twitter:** @clientary 631 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2bf85bcba3ee598cb90f31f310186a6f16fbb43ea39762d03f53e46dd9a4f640&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientary%2F&secure%5Burl_type%5D=linkedin_company_website) 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? **["Perfectly Merged into our Brand's Aesthetics & Needs"](https://www.g2.com/survey_responses/clientary-review-9407822)** **Rating:** 4.5/5.0 stars _— Jay S._ [Read full review](https://www.g2.com/survey_responses/clientary-review-9407822) **["Easy to Use, Responsive Support, and Constant Improvements"](https://www.g2.com/survey_responses/clientary-review-12615050)** **Rating:** 4.5/5.0 stars _— Ethan H._ [Read full review](https://www.g2.com/survey_responses/clientary-review-12615050) ### [Oneflow](https://www.g2.com/products/oneflow/reviews) Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control. **Average Rating:** 4.4/5.0 **Total Reviews:** 361 #### How Do G2 Users Rate Oneflow? - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Oneflow? - **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow) - **Year Founded:** 2012 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @oneflowcom 261 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c65af0ab06f6cb9692fa738948b9190ec19583e934fc673261fd722182853d9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3504313%2F&secure%5Burl_type%5D=linkedin_company_website) 155 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Konsultchef - **Top Industries:** Staffing and Recruiting, Computer Software - **Company Size:** 44% Small, 43% Medium #### What Do G2 Reviewers Say About Oneflow? _AI-generated summary from verified user reviews_ ##### Pros - Users find Oneflow's **ease of use** exceptional, streamlining contract management and enhancing workflow efficiency effortlessly. - Users find Oneflow to be **intuitive and easy to use** , enhancing the contract management experience significantly. - Users find Oneflow to be an **efficient tool** that streamlines contract management and enhances workflow significantly. - Users appreciate the **streamlined contract management** of Oneflow, which simplifies processes and enhances overall efficiency. - Users commend the **fast and accurate customer support** from OneFlow, enhancing their overall experience with the product. ##### Cons - Users note a lack of **missing features** in Oneflow, particularly in customization and integrations that limit flexibility. - Users find the **limited capabilities for document collaboration** frustrating and desire better integration and automation features. - Users note the **limited customization** options in Oneflow, seeking more flexibility and integration features for better usability. - Users feel that Oneflow is **quite expensive** and lacks value due to the additional costs for promised functionalities. - Users find **feature usability lacking** in Oneflow compared to competitors, citing cumbersomeness and design issues. #### What Are Recent G2 Reviews of Oneflow? **["Useful Renewal Reminders That Keep Us on Track"](https://www.g2.com/survey_responses/oneflow-review-12858184)** **Rating:** 4.0/5.0 stars _— Lee-Anne L._ [Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184) **["Smooth, modern contract workflows that make collaboration easy"](https://www.g2.com/survey_responses/oneflow-review-11224592)** **Rating:** 4.5/5.0 stars _— Magdalena Z._ [Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592) #### What Are G2 Users Discussing About Oneflow? - [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment ### [ClientPoint](https://www.g2.com/products/clientpoint/reviews) Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify **Average Rating:** 4.5/5.0 **Total Reviews:** 198 #### How Do G2 Users Rate ClientPoint? - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind ClientPoint? - **Seller:** [ClientPoint](https://www.g2.com/sellers/clientpoint) - **Year Founded:** 2009 - **HQ Location:** Carlsbad, CA - **Twitter:** @ClientPoint 108 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be52f731793666391a094f9118c256a6a2f083993eb26820ae15a7b13fe1dd2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientpoint%2F&secure%5Burl_type%5D=linkedin_company_website) 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** of ClientPoint, enhancing their sales process and organization. - Users appreciate the **efficient client management** capabilities of ClientPoint, streamlining the sales process and document transition. - Users appreciate the **Customer Success** features of ClientPoint, enhancing document management and transitioning smoothly post-signing. - Users appreciate the **ease of document management** with ClientPoint, enhancing organization and tracking during the sales process. - Users find **ClientPoint easy to use** , streamlining document sharing and organization throughout the sales process. ##### Cons - Users experience **performance issues** with slow page loading and delays in document uploads and saving. - Users experience **saving issues** , as loading pages and uploading documents can be frustratingly slow. - Users experience **slow loading times** , often facing delays of several seconds to a minute for uploads and saves. - Users experience **slow performance** , with delays in loading pages and uploading documents affecting their efficiency. - Users often face **upload issues** with ClientPoint, leading to frustrating delays when loading and saving documents. #### What Are Recent G2 Reviews of ClientPoint? **["Great Product - Helped Close Business"](https://www.g2.com/survey_responses/clientpoint-review-10374781)** **Rating:** 4.5/5.0 stars _— Sue F._ [Read full review](https://www.g2.com/survey_responses/clientpoint-review-10374781) **["Products review"](https://www.g2.com/survey_responses/clientpoint-review-8808385)** **Rating:** 4.0/5.0 stars _— gasiram a._ [Read full review](https://www.g2.com/survey_responses/clientpoint-review-8808385) #### What Are G2 Users Discussing About ClientPoint? - [What is ClientPoint used for?](https://www.g2.com/discussions/what-is-clientpoint-used-for) ### [Cacheflow](https://www.g2.com/products/cacheflow/reviews) Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 #### How Do G2 Users Rate Cacheflow? - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (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: 8.8/10) #### Who Is the Company Behind Cacheflow? - **Seller:** [Cacheflow](https://www.g2.com/sellers/cacheflow) - **Year Founded:** 2021 - **HQ Location:** Los Altos, CA - **Twitter:** @getcacheflow 88 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14653b0e326367bbdd92fb4a14fea6a0bbe351d8835ed6001904f2b7470818b5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetcacheflow&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 78% Medium, 22% Small #### What Do G2 Reviewers Say About Cacheflow? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Cacheflow, making quote creation and management quick and efficient. - Users praise the **easy setup** of Cacheflow, enabling swift integration and significant time savings in their processes. - Users appreciate the **proactive support** from Cacheflow's team, making implementation and integrations seamless and efficient. - Users value the **real-time proposal tracking** of Cacheflow, enhancing their follow-up and collaboration efficiency with clients. - Users value the **seamless CRM integrations** of Cacheflow, significantly enhancing quote preparation and saving valuable time. ##### Cons - Users find the **missing features** in Cacheflow, such as revenue tracking and reminders, limit its effectiveness. - Users find **limited features** in Cacheflow, particularly lacking multi-currency support and comprehensive reporting options. - Users are frustrated by **access limitations** such as frequent logouts and restricted support hours affecting productivity. - Users find **difficult customization** options in Cacheflow, hindering their ability to fully tailor proposals as needed. - Users often face **integration issues** with Cacheflow, hindering their ability to streamline workflows effectively. #### What Are Recent G2 Reviews of Cacheflow? **["Clear Contract Visibility and Seamless Billing in One Platform"](https://www.g2.com/survey_responses/cacheflow-review-12602018)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/cacheflow-review-12602018) **["Simplifying the closing process"](https://www.g2.com/survey_responses/cacheflow-review-9912551)** **Rating:** 5.0/5.0 stars _— Christopher B._ [Read full review](https://www.g2.com/survey_responses/cacheflow-review-9912551) ### [Odoo Sales](https://www.g2.com/products/odoo-sales/reviews) Odoo Sales is a comprehensive sales management application designed to streamline the entire sales process, from quotation creation to order fulfillment. It offers an intuitive interface that enables businesses to generate professional, interactive quotations swiftly, manage sales orders efficiently, and integrate seamlessly with customer service and eCommerce platforms. By automating routine tasks and providing real-time insights, Odoo Sales empowers sales teams to focus on building customer relationships and driving revenue growth. Key Features and Functionality: - Quotation Builder: Create clean, professional, and interactive quotations instantly, enhancing the customer experience and expediting the sales cycle. - Quote Templates: Automate common orders by applying predefined pricing and tax rules, reducing manual input and minimizing errors. - Customer Portal: Provide customers with self-service access to their quotations, sales orders, and delivery information, facilitating faster deal closures through online payments and e-signatures. - Lead Management: Generate and qualify leads through various channels, including website visits and marketing campaigns, with AI-powered lead scoring to prioritize high-potential prospects. - Pricing Strategies: Develop custom pricing strategies with features like pricelists, promotions, loyalty programs, coupons, gift cards, and eWallets to attract and retain customers. - Product Control: Manage product pricing, variants, and categories with seamless integration across eCommerce, Inventory, and Manufacturing modules. - Reporting and Forecasting: Access comprehensive sales metrics and accurate forecasts to inform strategic decisions and monitor performance. - Invoicing Options: Utilize multiple invoicing methods, including down payments, pro-forma invoices, and milestone-based billing, with automatic invoice creation upon online payment confirmation. - Marketplace Integration: Integrate with major online marketplaces like Amazon to expand reach and eliminate manual data entry. - Shipping Integrations: Partner with local and global shipping couriers to ensure efficient product delivery. - Upselling Opportunities: Add optional products to quotations to facilitate seamless upselling, with customers able to select additional items through the online portal. - Customer Communications: Send emails and schedule meetings directly from Odoo, with all communications automatically recorded for easy access. Primary Value and User Solutions: Odoo Sales addresses the challenges of managing complex sales processes by offering an all-in-one platform that automates routine tasks, enhances customer engagement, and provides actionable insights. By integrating various sales functions into a single application, it reduces the need for multiple disparate systems, thereby improving efficiency and data consistency. Businesses benefit from faster quotation generation, improved lead management, and the ability to implement dynamic pricing strategies, all of which contribute to increased sales performance and customer satisfaction. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 #### How Do G2 Users Rate Odoo Sales? - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Odoo Sales? - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo 55,391 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a5c2909893f928df131888ff32e9c04d541ff4f4e70d91d927b1d18bacee41c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F633558%2F&secure%5Burl_type%5D=linkedin_company_website) 8,815 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Medium, 43% Small #### What Are Recent G2 Reviews of Odoo Sales? **["Nice way to track sales"](https://www.g2.com/survey_responses/odoo-sales-review-9244234)** **Rating:** 4.0/5.0 stars _— Olutade B._ [Read full review](https://www.g2.com/survey_responses/odoo-sales-review-9244234) **["A powerful and flexible sales platform with room for improvment"](https://www.g2.com/survey_responses/odoo-sales-review-11047878)** **Rating:** 4.5/5.0 stars _— Verified User in Consumer Goods_ [Read full review](https://www.g2.com/survey_responses/odoo-sales-review-11047878) #### What Are G2 Users Discussing About Odoo Sales? - [What is sales channel in Odoo?](https://www.g2.com/discussions/odoo-sales-what-is-sales-channel-in-odoo) - [What is sales channel in Odoo?](https://www.g2.com/discussions/what-is-sales-channel-in-odoo) - [What are the benefits of Odoo?](https://www.g2.com/discussions/odoo-sales-what-are-the-benefits-of-odoo-f08e45bc-52a1-4ba4-9eba-31918f058148) - [What are the benefits of Odoo?](https://www.g2.com/discussions/odoo-sales-what-are-the-benefits-of-odoo) - [What is sale in Odoo?](https://www.g2.com/discussions/odoo-sales-what-is-sale-in-odoo) - [‹ Prev‹ Prev](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=2#product-list) - [1](/categories/proposal?c=ftf&link=blog-cta&order=g2_score#product-list) - [2](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=2#product-list) - 3 - [4](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=4#product-list) - [5](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=5#product-list) - [6](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=6#product-list) - [7](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=7#product-list) - … - [19](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=19#product-list) - [20](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=20#product-list) - [Next ›Next ›](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=4#product-list) Spotlight Categories [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) [Environmental Health and Safety Software](https://www.g2.com/categories/environmental-health-and-safety) [Identity and Access Management (IAM) Software](https://www.g2.com/categories/identity-and-access-management-iam) [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) [Webinar Platforms](https://www.g2.com/categories/webinar) Similar Categories - [CPQ](/categories/cpq) - [Pricing](/categories/pricing) - [Quote-to-Cash](/categories/quote-to-cash) - [Visual Configuration](/categories/visual-configuration) [Browse Proposal Themes](/categories/proposal/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated December 20, 2024 **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process Show More