Best Proposal Software - Page 4

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 295

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
  • 295+ Products
  • Unbiased Rankings

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

G2 Grid® for Proposal Software

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

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

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

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Zomentum e-Sign and Payment

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

Average Rating: 4.6/5.0

Total Reviews: 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
  • Year Founded: 2018
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    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?

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

Better Proposals

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

Average Rating: 4.3/5.0

Total Reviews: 51

How Do G2 Users Rate Better Proposals?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Better Proposals?

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

What Are G2 Users Discussing About Better Proposals?

Proposal Kit

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?

Who Uses This Product?

  • Company Size: 78% Small, 11% Large

What Are Recent G2 Reviews of Proposal Kit?

What Are G2 Users Discussing About Proposal Kit?

Kantiv

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
  • Year Founded: 2022
  • HQ Location: San Diego , US
  • Twitter: @KantivHQ
    36 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    73 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 36% Medium, 27% Large

What Are Recent G2 Reviews of Kantiv?

Flowcase

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: 29

How Do G2 Users Rate Flowcase?

  • Ease of Use: 9.1/10 (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
  • Company Website:
  • Year Founded: 2012
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 45% Small, 24% Large

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?

Storydoc

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
  • Year Founded: 2019
  • HQ Location: Tel Aviv, Israel
  • Twitter: @getstorydoc
    31 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

Thalamus AI

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
  • Year Founded: 2025
  • HQ Location: San Francisco, US
  • Twitter: @ThalamusHQ
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 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?

Dasseti ENGAGE

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: 31

How Do G2 Users Rate Dasseti ENGAGE?

  • Ease of Use: 8.2/10 (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
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • Twitter: @Dasseti
    79 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 42% Medium, 39% 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?

QorusDocs

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
  • Year Founded: 2012
  • HQ Location: Seattle, WA
  • Twitter: @qorusdocs
    2,614 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About QorusDocs?

Quotient

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

Average Rating: 4.7/5.0

Total Reviews: 22

How Do G2 Users Rate Quotient?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
  • 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
  • Year Founded: 2011
  • HQ Location: New Zealand
  • Twitter: @QuotientApp
    672 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small

What Do G2 Reviewers Say About Quotient?

AI-generated summary from verified user reviews

Pros
  • Users find Quotient'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?

What Are G2 Users Discussing About Quotient?

Kaseya Quote Manager

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
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Miami, FL
  • Twitter: @KaseyaCorp
    17,411 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

Bonsai

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

Average Rating: 4.3/5.0

Total Reviews: 100

How Do G2 Users Rate Bonsai?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.0/10 (Category avg: 8.6/10)
  • 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)
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @bonsaiinc
    3,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

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

What Are G2 Users Discussing About Bonsai?

ScalePad Quoter

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
  • Year Founded: 2015
  • HQ Location: Vancouver, BC
  • Twitter: @GoScalePad
    981 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About ScalePad Quoter?

Vendavo

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
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Denver, Colorado
  • Twitter: @Vendavo
    6,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

RocketDocs

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
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About RocketDocs?

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