# Best Proposal Software - Page 4

## 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**

### Anchor

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

[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=2026-08-05T15%3A49%3A39Z&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=164780&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%3D4&secure%5Btoken%5D=61acd1bc961d9019def48228fe270f9c61f7e4df0144678f0fd040e417c19096&secure%5Burl%5D=https%3A%2F%2Fwww.sayanchor.com%2Flp%2Fget-started-for-free%3Futm_medium%3Dcpc%26utm_channel%3Dpaid_media%26utm_source%3Dg2%26utm_campaign%3D986543217-g2_cpc_ads&secure%5Burl_type%5D=custom_url)

### [Zomentum e-Sign and Payment](https://www.g2.com/products/zomentum-e-sign-and-payment/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 30

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

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

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

- **Seller:** [Zomentum](https://www.g2.com/sellers/zomentum)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=697327148f5fc7097c6e52a7f1ce02d1131a573640053378d375bf152ea16c4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzomentum%2F&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation of quoting processes** , simplifying management and enhancing efficiency through system integration.
- Users appreciate the **customer satisfaction** from Zomentum e-Sign and Payment due to its seamless quoting and support processes.
- Users appreciate the **excellent technical support** of Zomentum e-Sign and Payment, enhancing their overall experience.
- Users value the **streamlined deal management** in Zomentum, enabling a standardized quoting process with excellent technical support.
- Users value the **standardized quoting process** that streamlines efficiency and enhances accuracy in their workflow.

##### Cons

- Users find the **interface usability lacking** , noting it feels rough and the language is too international.
- Users find the **outdated design** of Zomentum e-Sign and Payment hampers usability and overall experience.
- Users find the **poor interface design** of Zomentum e-Sign and Payment challenging and less intuitive to navigate.
- Users note that the **UI improvements** are needed due to a rough design and inconsistent language usage.
- Users find the **rough GUI and international language** of Zomentum e-Sign and Payment difficult to navigate.

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

**["Transformative for both inside and outside sales"](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)**

**Rating:** 5.0/5.0 stars

_— jeremy t._

[Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)

**["Proposal closure accelerated."](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)**

**Rating:** 5.0/5.0 stars

_— Robert G._

[Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)

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

- [What is Zomentum Grow used for?](https://www.g2.com/discussions/what-is-zomentum-grow-used-for)

### [Better Proposals](https://www.g2.com/products/better-proposals/reviews)

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: 8.8/10)

#### Who Is the Company Behind Better Proposals?

- **Seller:** [Better Proposals](https://www.g2.com/sellers/better-proposals)
- **Year Founded:** 2009
- **HQ Location:** Brighton, United Kingdom
- **Twitter:** @betterproposals  
15,299 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2cd0ba8039f4c3325d900df62b79eb3845137d3313700f72919ef16d4c0b06d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10323736%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 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 praise the **ease of use** of Better Proposals, finding it simple to create and manage templates effectively.
- Users value the **design quality** of Better Proposals, enabling dynamic and professional presentation of content with ease.
- Users love the **document management features** of Better Proposals for creating dynamic, professional presentations effortlessly.
- Users love the **easy creation** of Better Proposals, appreciating its user-friendly templates and seamless software integration.
- Users find **easy integrations** with other software invaluable, enhancing automation and streamlining their business processes.

##### Cons

- Users experience **billing issues** , reporting problems with payments and unhelpful support responses regarding software usage.
- Users find the **clunky interface** frustrating, causing issues like glitches and difficulties with logo placement.
- Users find the **complex setup** challenging, often struggling with payment issues and unclear support guidance.
- Users find **email issues** frustrating, wishing for customizable templates and better integration with automation tools like Zapier.
- Users find the **clunky interface and glitches** of Better Proposals frustrating, impacting usability and overall satisfaction.

#### What Are Recent G2 Reviews of Better Proposals?

**["Combines accepting an agreement with signature and payment in one go"](https://www.g2.com/survey_responses/better-proposals-review-12051478)**

**Rating:** 5.0/5.0 stars

_— Bunty S._

[Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478)

**["Game-Changer for Automation and Value"](https://www.g2.com/survey_responses/better-proposals-review-11971977)**

**Rating:** 5.0/5.0 stars

_— Rebekah S._

[Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977)

#### What Are G2 Users Discussing About Better Proposals?

- [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for)
- [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software)
- [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal)
- [How much does Proposify cost?](https://www.g2.com/discussions/how-much-does-proposify-cost) - 1 comment
- [What is the best proposal software?](https://www.g2.com/discussions/what-is-the-best-proposal-software)

### [Proposal Kit](https://www.g2.com/products/proposal-kit/reviews)

Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. The included Wizard software lets you quickly and easily custom-assemble proposal templates for any situation using a visual design of your choice. Includes line item quoting and an AI Writer for custom content creation.

**Average Rating:** 4.7/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Proposal Kit?

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposal Kit?

- **Seller:** [Proposal Kit](https://www.g2.com/sellers/proposal-kit)
- **Year Founded:** 1997
- **HQ Location:** Redmond, WA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cccbef52a70662fa205d7501375e9793b1c43e231ceb096231bfb3531fecc1a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2125763&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Small, 11% Large

#### What Are Recent G2 Reviews of Proposal Kit?

**["New featuring Proposal Templates with Proposal Kit"](https://www.g2.com/survey_responses/proposal-kit-review-8326725)**

**Rating:** 4.5/5.0 stars

_— Sally L._

[Read full review](https://www.g2.com/survey_responses/proposal-kit-review-8326725)

**["Perfect software for contract and proposal synthesis."](https://www.g2.com/survey_responses/proposal-kit-review-4437885)**

**Rating:** 4.5/5.0 stars

_— Lincolin-George E._

[Read full review](https://www.g2.com/survey_responses/proposal-kit-review-4437885)

#### What Are G2 Users Discussing About Proposal Kit?

- [What is Proposal Kit used for?](https://www.g2.com/discussions/what-is-proposal-kit-used-for) - 1 comment

### [Kantiv](https://www.g2.com/products/kantiv/reviews)

Kantiv is the pursuit intelligence platform built for AEC marketing and business development teams. Your firm's knowledge is scattered across drives, inboxes, old proposals, and people's heads. Kantiv unifies your firm’s structured and unstructured institutional knowledge across proposals, project narratives, resumes, and client history into a pursuit intelligence platform that surfaces the right expertise when it matters. If your team is still starting from old proposal folders, scattered project sheets, and the memory of whoever happens to be available, Kantiv can help turn that history into a working pursuit system. See how Kantiv captures and structures firm knowledge so every pursuit starts with context.

**Average Rating:** 4.9/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Kantiv?

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Kantiv?

- **Seller:** [Kantiv](https://www.g2.com/sellers/kantiv)
- **Year Founded:** 2022
- **HQ Location:** San Diego , US
- **Twitter:** @KantivHQ  
36 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1349a99687dbfe7162bb9a22b1a534c42826e7ef2f6d39ad9352c7f200b64ce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkantiv%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 36% Medium, 27% Large

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

**["Efficient Proposal Development with Joist AI"](https://www.g2.com/survey_responses/kantiv-review-12113945)**

**Rating:** 5.0/5.0 stars

_— Kelly K._

[Read full review](https://www.g2.com/survey_responses/kantiv-review-12113945)

**["Transforms Proposal Management with Centralized Data and Responsive Support"](https://www.g2.com/survey_responses/kantiv-review-12110201)**

**Rating:** 5.0/5.0 stars

_— Amanda C._

[Read full review](https://www.g2.com/survey_responses/kantiv-review-12110201)

### [Storydoc](https://www.g2.com/products/storydoc/reviews)

Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion.

**Average Rating:** 4.7/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate Storydoc?

- **Ease of Use:** 8.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Storydoc?

- **Seller:** [Storydoc](https://www.g2.com/sellers/storydoc)
- **Year Founded:** 2019
- **HQ Location:** Tel Aviv, Israel
- **Twitter:** @getstorydoc  
31 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5bc2acb280fc93da63a1136e8b88a08bb53edd988e6e1bad0431a4607b9651cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstorydocltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 78% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Storydoc, enabling them to create impactful presentations effortlessly.
- Users admire the **presentation quality** of Storydoc, enabling epic, shareable, and customizable presentations effortlessly.
- Users love the **user-friendly presentation builder** , enabling quick, customizable, and impressive presentations with excellent support.
- Users commend the **responsive and helpful customer support** of Storydoc, enhancing their overall experience with the platform.
- Users enjoy Storydoc's **intuitive interface** , making it easy for everyone to navigate and create engaging content.

##### Cons

- Users find the **limited customization** options in Storydoc restrictive, often needing more flexibility for unique narratives.
- Users find the **costs prohibitive** , particularly for casual use and additional expenses like URL branding.
- Users find the **pricing tier to be high** for casual use, making it less accessible for startups.
- Users express a need for **more template variety** to enhance design flexibility and ease project scalability.
- Users note the **AI limitations** of Storydoc, expressing concerns about its current lack of sophistication and accuracy.

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

**["Seamless Video Focused Presentations"](https://www.g2.com/survey_responses/storydoc-review-12427777)**

**Rating:** 5.0/5.0 stars

_— Matt M._

[Read full review](https://www.g2.com/survey_responses/storydoc-review-12427777)

**["A versatile platform for creating high-end interactive documents"](https://www.g2.com/survey_responses/storydoc-review-12268004)**

**Rating:** 5.0/5.0 stars

_— Maya D._

[Read full review](https://www.g2.com/survey_responses/storydoc-review-12268004)

### [Dasseti ENGAGE](https://www.g2.com/products/dasseti-engage/reviews)

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin.

**Average Rating:** 4.1/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Dasseti ENGAGE?

- **Ease of Use:** 8.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 1.7/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Dasseti ENGAGE?

- **Seller:** [Dasseti](https://www.g2.com/sellers/dasseti)
- **Company Website:** www.dasseti.com
- **Year Founded:** 2019
- **HQ Location:** New York, US
- **Twitter:** @Dasseti  
79 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6b3867c27c40647b91d0a8e1a36f43e23ef589d2c7e2073c1863c40077a7e10&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdasseti&secure%5Burl_type%5D=linkedin_company_website)  
79 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 40% Medium, 40% Small

#### What Do G2 Reviewers Say About Dasseti ENGAGE?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Dasseti ENGAGE to be **extremely user-friendly** , significantly simplifying the questionnaire and due diligence processes.
- Users appreciate the **efficiency** of Dasseti ENGAGE, noting significant time savings in completing RFPs and questionnaires.
- Users commend the **dedicated customer support** of Dasseti ENGAGE, facilitating quick onboarding and effective assistance.
- Users value the **time-saving AI features** of Dasseti ENGAGE that streamline tasks and enhance productivity significantly.
- Users value the **powerful AI features** of Dasseti ENGAGE, which significantly enhance efficiency and save time.

##### Cons

- Users find **poor usability** in Dasseti ENGAGE, noting the need for a more intuitive interface and improved features.
- Users experience **feature deficiencies** in Dasseti ENGAGE, citing limitations in scrolling, attachment options, and document management.
- Users find Dasseti ENGAGE's interface to be **not user-friendly** , with complexities that hinder ease of use, especially for newcomers.
- Users find the **interface clunky** , making navigation and searching for past documents frustrating and inefficient.
- Users find Dasseti ENGAGE's interface to be **complex for new users** , requiring more onboarding and manual intervention than anticipated.

#### What Are Recent G2 Reviews of Dasseti ENGAGE?

**["An Effective Platform for Modern Due Diligence Management"](https://www.g2.com/survey_responses/dasseti-engage-review-12930644)**

**Rating:** 4.5/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-12930644)

**["Simple, Intuitive Due Diligence Management with Responsive Support"](https://www.g2.com/survey_responses/dasseti-engage-review-13159310)**

**Rating:** 4.5/5.0 stars

_— Harshal P._

[Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-13159310)

### [Thalamus AI](https://www.g2.com/products/thalamus-ai/reviews)

Thalamus AI is an AI-native RFP and proposal platform that helps enterprise proposal teams automate the full RFP lifecycle - from bid qualification and requirement mapping to SME collaboration, compliance tracking, addenda management, source-linked proposal drafting, and post-submission learning. Powered by AI agents and a verified RFP content library, Thalamus AI supports every RFx type: RFPs, RFIs, DDQs, security questionnaires, Q&A forms, portal responses, and high-stakes narrative proposals. Unlike traditional RFP software built mainly around content libraries and answer reuse, Thalamus AI brings bid strategy, proposal knowledge, compliance control, SME coordination, and institutional learning into one workspace. Teams can qualify RFP opportunities, map explicit and implicit requirements, route work with AI RACI assignments, manage clarification and risk registers, track compliance matrices, monitor addenda, and build structured review gates across the response process. Thalamus AI turns past proposals, case studies, project experience, certifications, compliance proofs, Q&A pairs, pricing inputs, and approved content into source-linked proposal knowledge. Every correction, decision, reviewer comment, win, and loss can improve future responses, helping teams build a compounding RFP knowledge layer over time. Thalamus AI integrates with tools such as SharePoint, OneDrive, Google Drive, Slack, Outlook, Microsoft Teams, and enterprise file repositories, helping proposal teams centralize knowledge while coordinating work across sales, legal, finance, security, solutions, delivery, and SMEs. Thalamus AI is SOC 2 Type II and ISO 27001 certified, giving enterprise teams a secure AI RFP software platform for complex proposal, questionnaire, and bid management workflows. Trusted by organizations including AGS Health, Cardinal Correctional, EBC, R1, and Whatfix, Thalamus AI is built for proposal teams that need more than answer automation. It helps teams build stronger RFP responses with compliant content, traceable knowledge, coordinated reviews, and bid intelligence that improves with every submission.

**Average Rating:** 5.0/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Thalamus AI?

- **Ease of Use:** 9.7/10 (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: 8.8/10)

#### Who Is the Company Behind Thalamus AI?

- **Seller:** [Thalamus AI](https://www.g2.com/sellers/thalamus-ai)
- **Year Founded:** 2025
- **HQ Location:** San Francisco, US
- **Twitter:** @ThalamusHQ  
5 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a7865b6b15a9f7ecf0b61f43f54a1c84d63089e80182f94c45dddcf23de1c965&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthalamus-ai&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 46% Large, 38% Medium

#### What Do G2 Reviewers Say About Thalamus AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **efficiency of AI Assistants** in Thalamus AI that streamline proposal creation and project management.
- Users love the **fast RFP automation** of Thalamus AI, enabling rapid proposal drafts in under 15 minutes.
- Users appreciate the **automation capabilities** of Thalamus AI, making RFP drafting efficient and significantly faster.
- Users value the **seamless collaboration tools** of Thalamus AI, enhancing workflow efficiency and simplifying SME interactions.
- Users value the **efficient content library** of Thalamus AI, simplifying proposal creation and integration with tools.

##### Cons

- Users experience **software bugs** like freezing screens and task tracker issues, although support is responsive.
- Users report a **bug issue** with task tracker loading, although support responses are quick and helpful.
- Users experience prolonged **integration issues** with Dropbox, leading to delays in functionality and increased frustration.

#### What Are Recent G2 Reviews of Thalamus AI?

**["We moved beyond legacy RFP software to a Thalamus AI as their workflow is built around how our bid t"](https://www.g2.com/survey_responses/thalamus-ai-review-13049039)**

**Rating:** 5.0/5.0 stars

_— Ayush C._

[Read full review](https://www.g2.com/survey_responses/thalamus-ai-review-13049039)

**["Helpful for matching RFP scope to the right case studies & staff"](https://www.g2.com/survey_responses/thalamus-ai-review-13049057)**

**Rating:** 5.0/5.0 stars

_— vikesh d._

[Read full review](https://www.g2.com/survey_responses/thalamus-ai-review-13049057)

### [Quotient](https://www.g2.com/products/quotient/reviews)

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate Quotient?

- **Ease of Use:** 9.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Quotient?

- **Seller:** [Quotient](https://www.g2.com/sellers/quotient)
- **Year Founded:** 2011
- **HQ Location:** New Zealand
- **Twitter:** @QuotientApp  
672 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ec594daa2312c84064151301cad52be01262dd13ec938b43a05a62e0d1079c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotientapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 91% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Quotient's **ease of use** enhances workflow efficiency, simplifying quote creation and tracking significantly.
- Users appreciate the **easy creation of template quotes** with Quotient, enhancing workflow efficiency and management.
- Users value the **easy integrations** of Quotient, enhancing overall efficiency and workflow within their business operations.
- Users benefit from the **easy setup** of Quotient, enhancing their workflow and making template management straightforward.
- Users appreciate the **efficiency** of Quotient in creating and managing quotes, enhancing their workflow significantly.

##### Cons

- Users are frustrated by the **limited design options** in Quotient, hindering the creation of appealing quote templates.
- Users are frustrated by the **limited template flexibility** in Quotient, hindering the creation of visually appealing quotes.

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

**["Effortless Quoting with Quotient"](https://www.g2.com/survey_responses/quotient-review-12041542)**

**Rating:** 5.0/5.0 stars

_— William S._

[Read full review](https://www.g2.com/survey_responses/quotient-review-12041542)

**["Great Package"](https://www.g2.com/survey_responses/quotient-review-8964567)**

**Rating:** 5.0/5.0 stars

_— Zack W._

[Read full review](https://www.g2.com/survey_responses/quotient-review-8964567)

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

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

### [QorusDocs](https://www.g2.com/products/qorusdocs/reviews)

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com

**Average Rating:** 4.4/5.0

**Total Reviews:** 166

#### How Do G2 Users Rate QorusDocs?

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind QorusDocs?

- **Seller:** [QorusDocs](https://www.g2.com/sellers/qorusdocs)
- **Year Founded:** 2012
- **HQ Location:** Seattle, WA
- **Twitter:** @qorusdocs  
2,614 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f0ccdaa66bc934125954a9145ac58c2fa5d0ba77db5cfa6d75cf11e51af74b51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1203323%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 49% Large, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of QorusDocs, simplifying proposal writing and content management significantly.
- Users value the **efficient document management** in QorusDocs, benefiting from templates and centralized storage for proposals.
- Users appreciate the **responsive and knowledgeable customer support** of QorusDocs, praising their fast and helpful assistance.
- Users value the **easy access to content** with QorusDocs, enhancing their document organization and overall efficiency.
- Users appreciate the **easy content search and template management** features of QorusDocs, enhancing their proposal processes.

##### Cons

- Users note **limited features** in QorusDocs, missing essential tools like content reordering and built-in search.
- Users report **bug issues** in QorusDocs that lead to frustration and require frequent support interventions.
- Users find the **complex setup** of QorusDocs challenging, requiring technical expertise to maximize its potential.
- Users often experience **slow performance** with QorusDocs, facing delays and occasional application hangs when accessing content.
- Users find **software bugs** frustrating, as they impact normal operations and require multiple support tickets for resolution.

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

**["Well-Designed AI Skills for Fast, Fully Formatted RFP Drafts"](https://www.g2.com/survey_responses/qorusdocs-review-12227518)**

**Rating:** 5.0/5.0 stars

_— Gordon B._

[Read full review](https://www.g2.com/survey_responses/qorusdocs-review-12227518)

**["QorusDocs helps me to automatize pursuits set up process"](https://www.g2.com/survey_responses/qorusdocs-review-10744690)**

**Rating:** 5.0/5.0 stars

_— Mariana F._

[Read full review](https://www.g2.com/survey_responses/qorusdocs-review-10744690)

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

- [What is QorusDocs used for?](https://www.g2.com/discussions/what-is-qorusdocs-used-for) - 1 comment
- [What does Qorus do?](https://www.g2.com/discussions/what-does-qorus-do) - 1 comment
- [What is Proposal Management Software?](https://www.g2.com/discussions/what-is-proposal-management-software)
- [What is RFP software?](https://www.g2.com/discussions/qorusdocs-what-is-rfp-software)
- [What is qorus breeze?](https://www.g2.com/discussions/what-is-qorus-breeze)

### [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews)

Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines.

**Average Rating:** 3.8/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Kaseya Quote Manager?

- **Ease of Use:** 8.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Kaseya Quote Manager?

- **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya)
- **Company Website:** www.kaseya.com
- **Year Founded:** 2000
- **HQ Location:** Miami, FL
- **Twitter:** @KaseyaCorp  
17,411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c9a31f82a811b1e3cc7be6babe8882bb8f6b2927e142d98dd6f5662a0d0e4d2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkaseya%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,471 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 87% Small, 13% Medium

#### What Do G2 Reviewers Say About Kaseya Quote Manager?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization options** in Kaseya Quote Manager, especially for creating tailored templates for items.
- Users appreciate the **easy integrations** of Kaseya Quote Manager, significantly enhancing their daily workflow efficiency.
- Users find Kaseya Quote Manager enhances **efficiency** in their quoting process with its simplicity and seamless integration.
- Users value the **seamless integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes.
- Users appreciate the **process efficiency** of Kaseya Quote Manager, simplifying quoting and enhancing daily productivity.

##### Cons

- Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager.
- Users are frustrated with the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager.
- Users are frustrated with the **poor integration** of Kaseya Quote Manager with essential tools like AI applications.

#### What Are Recent G2 Reviews of Kaseya Quote Manager?

**["Kaseya Quote Manager Streamlines Quoting with a Centralized, Consistent Workflow"](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)**

**Rating:** 4.0/5.0 stars

_— Darren ._

[Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)

**["Simple UI, Live Quote Acceptance, and Powerful Autotask & Distributor Integrations"](https://www.g2.com/survey_responses/kaseya-quote-manager-review-13176741)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-13176741)

### [Bonsai](https://www.g2.com/products/bonsai/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 100

#### How Do G2 Users Rate Bonsai?

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Bonsai?

- **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16)
- **Year Founded:** 2015
- **HQ Location:** San Francisco, California
- **Twitter:** @bonsaiinc  
3,038 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b38d0f7036e5aae4771034a2d2363bbf2078d06e3ca9949e803bb4db2e05cfc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6591614%2F&secure%5Burl_type%5D=linkedin_company_website)  
41 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Design
- **Company Size:** 94% Small, 1% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place.
- Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently.
- Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes.
- Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place.
- Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations.

##### Cons

- Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction.
- Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options.
- Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams.
- Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs.
- Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options.

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

**["Great Accounts/CRM/collab solution for micro and small businesses"](https://www.g2.com/survey_responses/bonsai-review-9713271)**

**Rating:** 5.0/5.0 stars

_— Anita Q._

[Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271)

**["A love hate relationship I love to hate"](https://www.g2.com/survey_responses/bonsai-review-10245202)**

**Rating:** 5.0/5.0 stars

_— Braden E._

[Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202)

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

- [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers)
- [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment
- [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment
- [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments

### [Flowcase](https://www.g2.com/products/flowcase/reviews)

Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win.

**Average Rating:** 4.6/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Flowcase?

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Flowcase?

- **Seller:** [Flowcase](https://www.g2.com/sellers/flowcase)
- **Company Website:** www.flowcase.com
- **Year Founded:** 2012
- **HQ Location:** London, England
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aea5a430fbb88e10cec9ae833c8aa7ab840720d2293508b02dcea966a15bded6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2737072&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consulting
- **Company Size:** 46% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive and user-friendly design** of Flowcase, making CV management simple and efficient.
- Users find Flowcase's **intuitive interface** enhances their experience, making document management seamless and efficient.
- Users find the **AI technology** in Flowcase enhances usability, making tasks simpler and more efficient.
- Users love the **intuitive user interface** enhanced by AI, simplifying their experience and improving productivity.
- Users praise Flowcase for its **powerful automation tools** that enhance document management and proposal efficiency.

##### Cons

- Users find some **advanced functions hard to set** initially, leading to a challenging learning experience with Flowcase.
- Users find the **initial usage difficulty** challenging due to the complexity of setting advanced functions.
- Users note potential **integration issues** with external tools, impacting overall functionality without extensive testing.
- Users express concern over the **limited customization** of Flowcase, impacting individual user preferences and needs.
- Users note **limited template flexibility** initially, but appreciate the ongoing dialogue that addresses change requests over time.

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

**["An Excellent Platform Backed by Outstanding Customer Support"](https://www.g2.com/survey_responses/flowcase-review-13169738)**

**Rating:** 5.0/5.0 stars

_— Verified User in Civil Engineering_

[Read full review](https://www.g2.com/survey_responses/flowcase-review-13169738)

**["Flowcase user review"](https://www.g2.com/survey_responses/flowcase-review-13181736)**

**Rating:** 4.5/5.0 stars

_— Paul M._

[Read full review](https://www.g2.com/survey_responses/flowcase-review-13181736)

### [ScalePad Quoter](https://www.g2.com/products/scalepad-quoter/reviews)

Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.

**Average Rating:** 4.7/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate ScalePad Quoter?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ScalePad Quoter?

- **Seller:** [ScalePad](https://www.g2.com/sellers/scalepad)
- **Year Founded:** 2015
- **HQ Location:** Vancouver, BC
- **Twitter:** @GoScalePad  
981 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65e8fb974179a19c4d14b5706418e1904180ba5e0d12fd01e9c44a2b382dbce5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscalepad%2F&secure%5Burl_type%5D=linkedin_company_website)  
235 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Telecommunications
- **Company Size:** 91% Small, 9% Medium

#### What Do G2 Reviewers Say About ScalePad Quoter?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple.
- Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy.
- Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease.
- Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience.
- Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration.

##### Cons

- Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals.
- Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals.
- Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter.
- Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing.
- Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates.

#### What Are Recent G2 Reviews of ScalePad Quoter?

**["Quoter saves the day!"](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)**

**Rating:** 5.0/5.0 stars

_— Kevin C._

[Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)

**["Great quoting software"](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)**

**Rating:** 4.0/5.0 stars

_— Alex Y._

[Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)

#### What Are G2 Users Discussing About ScalePad Quoter?

- [What is online quote function?](https://www.g2.com/discussions/quoter-what-is-online-quote-function)
- [What is online quote function?](https://www.g2.com/discussions/what-is-online-quote-function)
- [What is quotation management system?](https://www.g2.com/discussions/what-is-quotation-management-system) - 1 upvote
- [What is quoter?](https://www.g2.com/discussions/what-is-quoter) - 2 comments, 1 upvote
- [What is a quoting software?](https://www.g2.com/discussions/what-is-a-quoting-software) - 1 comment, 1 upvote

### [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews)

Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe.

**Average Rating:** 4.3/5.0

**Total Reviews:** 66

#### How Do G2 Users Rate Vendavo?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Vendavo?

- **Seller:** [Vendavo](https://www.g2.com/sellers/vendavo)
- **Company Website:** www.vendavo.com
- **Year Founded:** 1998
- **HQ Location:** Denver, Colorado
- **Twitter:** @Vendavo  
6,204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=978da22213979a1fcdcb064bf9903e3f95455f787b5467fd6c4e471cb26d7fdb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14613%2F&secure%5Burl_type%5D=linkedin_company_website)  
464 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Machinery, Computer Software
- **Company Size:** 38% Large, 38% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value Vendavo for its **effective pricing optimization** , enhancing B2B pricing strategies and improving margin management.
- Users value the **solid framework and analytics capabilities** of Vendavo for effective B2B pricing management.
- Users find Vendavo’s platform to be **user-friendly after initial learning** , greatly enhancing pricing and approvals efficiency.
- Users appreciate the **easy integrations** with SAP, allowing smooth data flows after initial configuration adjustments.
- Users find Vendavo's **integrations with ERP systems** to be surprisingly painless, enhancing data flow and usability.

##### Cons

- Users struggle with the **complexity of implementation** , facing a steep learning curve and performance issues with large datasets.
- Users face **difficult customization** challenges, leading to high consultancy costs and a need for extensive training.
- Users face a **difficult learning process** with Vendavo, requiring extensive training and struggling with a complex interface.
- Users find that **customization can be quite expensive** due to high consultancy fees and ongoing dependencies.
- Users experience **lagging performance** with large datasets, causing frustration and hindering quick pricing tasks.

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

**["Excellent for Pricing Insights and Margin Optimization"](https://www.g2.com/survey_responses/vendavo-review-11968271)**

**Rating:** 4.0/5.0 stars

_— charlotte s._

[Read full review](https://www.g2.com/survey_responses/vendavo-review-11968271)

**["Vendavo PA"](https://www.g2.com/survey_responses/vendavo-review-4576703)**

**Rating:** 4.5/5.0 stars

_— Vladimir B._

[Read full review](https://www.g2.com/survey_responses/vendavo-review-4576703)

### [RocketDocs](https://www.g2.com/products/rocketdocs/reviews)

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

**Average Rating:** 4.2/5.0

**Total Reviews:** 103

#### How Do G2 Users Rate RocketDocs?

- **Ease of Use:** 8.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind RocketDocs?

- **Seller:** [RocketDocs](https://www.g2.com/sellers/rocketdocs)
- **Company Website:** rocketdocs.com
- **Year Founded:** 1994
- **HQ Location:** Dallas, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ddc294f79a0ee08c32a0e1c9223da046f748900433da9546f40d58d0ead2451c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frocketdocs&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Insurance
- **Company Size:** 50% Medium, 32% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **efficient document management** of RocketDocs, facilitating swift approvals and robust knowledge base creation.
- Users value the **efficient content management** of RocketDocs, simplifying drafting and repository organization with AI assistance.
- Users value the **comprehensive content library** in RocketDocs, enhancing collaboration and streamlining the RFP process.
- Users find RocketDocs to be **easy to use** , facilitating swift approvals and seamless content management efficiently.
- Users find RocketDocs to be highly **efficient** , streamlining the approval process and enhancing knowledge management effectively.

##### Cons

- Users report the **inefficient search functionality** of RocketDocs, making it difficult to navigate large databases effectively.
- Users find the **learning curve challenging** due to the advanced features and complex interface of RocketDocs.
- Users find the **manual processes** of RocketDocs tedious and inefficient, especially in uploading documents and attachments.
- Users find **content management limitations** in RocketDocs challenging, particularly with filtering and document attachment issues.
- Users face **difficult adjustments** due to limited filtering, inconsistencies in document formats, and redundant project listings.

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

**["Easy to Learn and Great for Quickly Finding Proposal Information"](https://www.g2.com/survey_responses/rocketdocs-review-12608293)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12608293)

**["Efficient Answer Management, Seamless Bulk Updates"](https://www.g2.com/survey_responses/rocketdocs-review-12771812)**

**Rating:** 5.0/5.0 stars

_— Christian C._

[Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12771812)

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

- [What are the benefits and drawbacks of using RocketDocs for proposal management, and what features do you find most useful?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-rocketdocs-for-proposal-management-and-what-features-do-you-find-most-useful)
- [What is RocketDocs used for?](https://www.g2.com/discussions/what-is-rocketdocs-used-for)

- [‹ Prev‹ Prev](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=3#product-list)
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- [3](/categories/proposal?c=ftf&link=blog-cta&order=g2_score&page=3#product-list)
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- …
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- [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=5#product-list)

Spotlight Categories

[Lead Intelligence Software](https://www.g2.com/categories/lead-intelligence)

[E-Commerce Platforms](https://www.g2.com/categories/e-commerce-platforms)

[Purchasing Software](https://www.g2.com/categories/purchasing-software)

[Zero Trust Networking Software](https://www.g2.com/categories/zero-trust-networking)

[Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce)

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