# Best Proposal Software - Page 2

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 293

### Category Stats (Aug 2026)

- **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Proposal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 22,600+ Authentic Reviews
- 293+ 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=19019&focus%5B%5D=164780&focus%5B%5D=6327)

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

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=dealhub-ai&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition)

**Sponsored**

### Everbridge 360 (Critical Event Management)

Every day, critical events impact people, productivity and revenue by causing production slowdowns, threatening life safety, delaying responses to time-sensitive issues, and much more. Organizations need to be prepared to deal with these events in a high velocity way with both speed and direction. Everbridge delivers a business resilience advantage with Everbridge 360 (Critical Event Management), protecting organizations from the impact of critical events. By combining purpose-built AI, decision-ready risk intelligence, and full lifecycle automation, only Everbridge helps organizations know earlier, respond faster, and improve continuously amidst the increasing frequency and volume of critical events. The leading organizations rely on Everbridge to keep their people safe and organizations running. - Secure, reliable & scalable platform trusted by 6,500+ customers - Send consistent and error-free messages quickly - Communicate and respond more quickly to disruptive events - Automate and tailor response activities to meet your needs Companies Trust Everbridge to Deliver High Availability, Scalability, Resiliency, and Security: 9 of the 10 Top U.S. Investment Banks 6 of the 10 Largest Global Automakers 4 of the 4 Largest Global Consulting Firms 8 of the 9 Largest Health Systems 8 of the 10 Largest U.S. Cities 47 of the 50 Busiest North American Airports

[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=2026-08-02T04%3A59%3A50Z&secure%5Bdisplayable_resource_id%5D=258&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=339&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=339&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%3Fet_blog%2525253Fv%3D4ea2a3%26page%3D2&secure%5Btoken%5D=9e1121e47f85e3d36ca413e4dba5a3a695cab4b21ffd79122293c4a5852ffed5&secure%5Burl%5D=https%3A%2F%2Fwww.everbridge.com%2Fplatform%2Fcritical-event-management%2F%3Ftrk%3Dg2-clicks%26utm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks-campaign%26utm_content%3Devb-g2-clicks-demo&secure%5Burl_type%5D=custom_url)

### [FastSpring Interactive Quotes](https://www.g2.com/products/fastspring-interactive-quotes/reviews)

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.

**Average Rating:** 4.7/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate FastSpring Interactive Quotes?

- **Ease of Use:** 10.0/10 (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 FastSpring Interactive Quotes?

- **Seller:** [FastSpring](https://www.g2.com/sellers/fastspring)
- **Year Founded:** 2005
- **HQ Location:** Santa Barbara, CA
- **Twitter:** @FastSpring  
3,308 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd3a264cdeeaa72dcb693aabd11d10a3a4ad60bcde9860d08f8dc0dce63f904b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F497464%2F&secure%5Burl_type%5D=linkedin_company_website)  
184 employees on LinkedIn®
- **Phone:** +1.805.409.9008

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 71% Small, 24% Medium

#### What Are Recent G2 Reviews of FastSpring Interactive Quotes?

**["Prospects love it!"](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866)**

**Rating:** 4.5/5.0 stars

_— Ashton W._

[Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866)

**["My NO 1 choice for payments processing"](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284)**

**Rating:** 5.0/5.0 stars

_— Nabeel F._

[Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284)

#### What Are G2 Users Discussing About FastSpring Interactive Quotes?

- [What is FastSpring Interactive Quotes used for?](https://www.g2.com/discussions/what-is-fastspring-interactive-quotes-used-for)

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

Inventive AI is the fastest growing AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see \> 70% efficiency in response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo

**Average Rating:** 4.9/5.0

**Total Reviews:** 77

#### How Do G2 Users Rate Inventive.AI?

- **Ease of Use:** 9.9/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Inventive.AI?

- **Seller:** [Inventive](https://www.g2.com/sellers/inventive)
- **Company Website:** www.inventive.ai
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=31696ae016bc01bcab33d56e99c4996ed1e9c1f56b428d6ebd4ab76477b3419d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finventive-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 36% Small, 35% Medium

#### What Do G2 Reviewers Say About Inventive.AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Inventive.AI, finding it simplifies complex tasks and speeds up responses.
- Users highlight the **efficiency** of Inventive.AI, significantly saving time and improving response quality for presales teams.
- Users appreciate the **time-saving capabilities** of Inventive.AI, significantly enhancing their team's efficiency and response quality.
- Users value the **consistency in messaging** offered by Inventive.AI, enhancing clarity and improving overall win rates.
- Users find the **intuitive user experience** of Inventive.AI makes it easy to navigate and utilize effectively.

##### Cons

- Users find the **analytics insufficient** , lacking depth for strategic planning and comprehensive insights into productivity trends.
- Users find the **poor reporting** features limit customization and hinder effective tracking of teams' adoption and usage.
- Users feel a significant **lack of clarity** in content performance, hindering improvements and effective content management.
- Users feel that the **missing features** hinder effective use of Inventive.AI, particularly in user guidance and notification control.
- Users desire more **customizable role permissions** for improved control over access management in Inventive.AI.

#### What Are Recent G2 Reviews of Inventive.AI?

**["Inventive’s Chrome Extension Makes Security Questionnaires and RFPs Effortless"](https://www.g2.com/survey_responses/inventive-ai-review-13149533)**

**Rating:** 5.0/5.0 stars

_— satyam Ram N._

[Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13149533)

**["Fast RFP automation with seamless SharePoint and Salesforce integration"](https://www.g2.com/survey_responses/inventive-ai-review-13154579)**

**Rating:** 5.0/5.0 stars

_— Miguel S._

[Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13154579)

### [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews)

Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you.

**Average Rating:** 4.9/5.0

**Total Reviews:** 70

#### How Do G2 Users Rate Iris?

- **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:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Iris?

- **Seller:** [heyiris.ai](https://www.g2.com/sellers/heyiris-ai)
- **Company Website:** www.heyiris.ai
- **Year Founded:** 2023
- **HQ Location:** Brooklyn / Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ca6f1b0f7d8cdba6c37d2317b52d461124899c9c132966d1551eea07f27ca602&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fheyiris&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Computer & Network Security
- **Company Size:** 46% Medium, 27% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Iris to be incredibly **easy to use** , requiring minimal training and streamlining the RFP process efficiently.
- Users highly value the **time-saving capabilities** of Iris, enabling quick and efficient RFP responses.
- Users value the **time-saving RFP management** of Iris, as it simplifies responses and enhances accuracy tremendously.
- Users value Iris for its **efficiency** , enabling rapid responses and significantly reducing time spent on security questionnaires.
- Users praise the **exceptional customer support** from Iris, highlighting proactive and responsive assistance throughout implementation and usage.

##### Cons

- Users find the **lack of features** in Iris limits its capabilities, such as complex project management functions.
- Users experience **inaccurate responses** from Iris, often confused by mixed information and incomplete knowledge bases.
- Users express frustration over Iris's **inability to generate original answers** , leading to reliance on limited information.
- Users report occasional **bug issues** that arise as the platform evolves, but benefits generally outweigh these drawbacks.
- Users report **integration issues** with Iris, noting a lack of certain desired functionalities and mobile support.

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

**["Easy to Use with Fast, Helpful Responses from the Iris Team."](https://www.g2.com/survey_responses/iris-review-13182603)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer & Network Security_

[Read full review](https://www.g2.com/survey_responses/iris-review-13182603)

**["Iris Delivers Fast, Accurate Drafts with Great Support"](https://www.g2.com/survey_responses/iris-review-13178762)**

**Rating:** 5.0/5.0 stars

_— Verified User in Public Safety_

[Read full review](https://www.g2.com/survey_responses/iris-review-13178762)

### [QuoteWerks](https://www.g2.com/products/quotewerks/reviews)

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

**Average Rating:** 4.4/5.0

**Total Reviews:** 191

#### How Do G2 Users Rate QuoteWerks?

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind QuoteWerks?

- **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies)
- **Company Website:** www.quotewerks.com
- **Year Founded:** 1993
- **HQ Location:** Orlando, FL
- **Twitter:** @QuoteWerks  
1,133 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b14c093b2dfb33da2b07c9b80a77d26bd3e5cc6cceee91d1da9a4c9758aaf0e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F140538%2F&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Owner
- **Top Industries:** Information Technology and Services, Computer Networking
- **Company Size:** 72% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board.
- Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes.
- Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively.
- Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process.
- Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process.

##### Cons

- Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications.
- Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency.
- Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability.
- Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated.
- Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated.

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

**["QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations"](https://www.g2.com/survey_responses/quotewerks-review-12591508)**

**Rating:** 4.5/5.0 stars

_— Yolanda J._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508)

**["QuoteWerks Makes Professional, Accurate Quotes Fast"](https://www.g2.com/survey_responses/quotewerks-review-12661369)**

**Rating:** 5.0/5.0 stars

_— Rachel N._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369)

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

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

### [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews)

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate

**Average Rating:** 4.3/5.0

**Total Reviews:** 165

#### How Do G2 Users Rate Upland Qvidian?

- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.2/10 (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 Upland Qvidian?

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Company Website:** uplandsoftware.com
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website)  
815 employees on LinkedIn®
- **Ownership:** NASDAQ:UPLD

#### Who Uses This Product?

- **Who Uses This:** Proposal Manager, Proposal Writer
- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 54% Large, 34% Medium

#### What Do G2 Reviewers Say About Upland Qvidian?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Upland Qvidian, facilitating efficient content management and quick questionnaire completion.
- Users find the **content management capabilities** of Upland Qvidian invaluable for enhancing efficiency and team collaboration.
- Users value the **task assignment and content reuse features** in Upland Qvidian for efficient RFP management.
- Users value the **effective content management** in Upland Qvidian, greatly enhancing their library's efficiency and usability.
- Users value the **efficiency** of Upland Qvidian, significantly enhancing content management and streamlining their workflow.

##### Cons

- Users often face **upload issues** as adding questions is cumbersome, hindering collaboration and efficiency in large organizations.
- Users find the **complexity of navigation** in Upland Qvidian can complicate tasks and diminish overall user experience.
- Users find that **adding content can be cumbersome** , wishing for improved categorization and version tracking features.
- Users experience **inadequate search functionality** that leads to irrelevant results and complicates finding the right information.
- Users find Qvidian's interface **not intuitive** , making it challenging to navigate its complex features and functionalities.

#### What Are Recent G2 Reviews of Upland Qvidian?

**["Centralized Content Library, Needs UI Modernization"](https://www.g2.com/survey_responses/upland-qvidian-review-8825807)**

**Rating:** 4.5/5.0 stars

_— Verified User in Outsourcing/Offshoring_

[Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8825807)

**["Efficient Proposal Creation but Needs Enhanced Search"](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)

#### What Are G2 Users Discussing About Upland Qvidian?

- [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do)
- [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio)
- [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software)
- [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for)

### [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews)

Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster.

**Average Rating:** 4.9/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Cone?

- **Ease of Use:** 9.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.1/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Cone?

- **Seller:** [Cone](https://www.g2.com/sellers/cone)
- **Year Founded:** 2022
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=00e28e34b2f87b035470554d90009efa87788ecbbde004886a4a62741f03806e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetcone&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 97% Small, 3% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Cone's **ease of use** remarkable, facilitating seamless workflows and enhancing team collaboration efficiently.
- Users commend Cone for its **excellent customer support** , enhancing their overall experience and satisfaction with the product.
- Users love how Cone provides **time-saving efficiency** by consolidating essential tools into one platform.
- Users value the **efficiency** of Cone, noting significant time and cost savings through its all-in-one capabilities.
- Users commend Cone for its **affordability and all-in-one functionality** , significantly reducing costs and time for businesses.

##### Cons

- Users notice a **learning curve** with Cone, but support makes the setup process smoother over time.
- Users face significant **deletion problems** without an autosave feature, resulting in lost work upon page reload.
- Users find the **difficult setup** of Cone requires time, though support from the team is appreciated.
- Users face **initial usage difficulty** due to limited help articles and guidance before signing up for the platform.
- Users face **limited customization** options for branding and content, hindering proposal personalization for clients.

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

**["All-in-One Practice Management That Saves Time and Money"](https://www.g2.com/survey_responses/cone-review-12334776)**

**Rating:** 5.0/5.0 stars

_— Ben C._

[Read full review](https://www.g2.com/survey_responses/cone-review-12334776)

**["Cone: Great Product and Truly Responsive Customer Service"](https://www.g2.com/survey_responses/cone-review-12402475)**

**Rating:** 5.0/5.0 stars

_— Christen C._

[Read full review](https://www.g2.com/survey_responses/cone-review-12402475)

### [Ombud](https://www.g2.com/products/ombud/reviews)

Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/

**Average Rating:** 4.7/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Ombud?

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ombud?

- **Seller:** [Ombud](https://www.g2.com/sellers/ombud)
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @ombud  
278 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65822ad206c159466f0bcc11047c8e5ef76ae3515cdcaf85245d4ee01d632055&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fombud%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Large, 46% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **collaborative features** of Ombud, simplifying RFP management and response sharing.
- Users find the **ease of process** with Ombud enhances collaboration and simplifies RFP management and responses.
- Users find Ombud's platform offers **ease of use** , simplifying RFP uploads, collaboration, and response exporting.
- Users find Ombud's **easy RFP collaboration and export** features enhance their proposal submission process significantly.
- Users value the **effortless team collaboration** in Ombud, making RFP management and response preparation seamless.

##### Cons

- Users find Ombud to be **not intuitive** , making it challenging compared to more user-friendly competitors.
- Users find Ombud less **user-friendly** compared to competitors, impacting the ease of their experience.

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

**["Ombud Makes RFPs Easy with an Efficient, AI-Driven Library"](https://www.g2.com/survey_responses/ombud-review-12459120)**

**Rating:** 4.5/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/ombud-review-12459120)

**["Ombud makes RFPs easy"](https://www.g2.com/survey_responses/ombud-review-8840691)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/ombud-review-8840691)

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

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

### [AutogenAI](https://www.g2.com/products/autogenai/reviews)

AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth.

**Average Rating:** 4.3/5.0

**Total Reviews:** 159

#### How Do G2 Users Rate AutogenAI?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind AutogenAI?

- **Seller:** [AutogenAI](https://www.g2.com/sellers/autogenai)
- **Company Website:** autogenai.com
- **Year Founded:** 2022
- **HQ Location:** New York, NY
- **Twitter:** @AutogenAI  
324 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1dcee9c3e2d884a6e2d73724d787cb9bf84067f8a0f18e932361d253543d54e&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautogenai&secure%5Burl_type%5D=linkedin_company_website)  
171 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Bid Writer, Bid Manager
- **Top Industries:** Construction, Facilities Services
- **Company Size:** 50% Large, 36% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving efficiency** of AutogenAI, enabling focus on more critical tasks and priorities.
- Users value the **efficiency** of AutogenAI, which frees up time for important tasks and enhances tender submission processes.
- Users value the **ease of use** of AutogenAI, appreciating its simplicity and powerful capabilities for daily tasks.
- Users appreciate AutogenAI's **versatile functionalities** and integration capabilities that enhance bid management and response quality.
- Users value the **outstanding customer support** from AutogenAI, appreciating responsive advisors and effective training resources.

##### Cons

- Users find the **learning curve steep** , as the complex interface hinders efficient usage and requires considerable effort.
- Users find the **complexity and reloading requirements** of AutogenAI contribute to a frustrating and difficult user experience.
- Users find the interface of AutogenAI to be **not intuitive** , requiring excessive navigation and causing confusion.
- Users face a **steep learning curve** with AutogenAI, requiring time to maximize its multifaceted capabilities and features.
- Users face a **steep learning curve** with AutogenAI, hindering immediate productivity and requiring significant time investment.

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

**["A Reliable Tool for Faster, Smarter Proposal Creation"](https://www.g2.com/survey_responses/autogenai-review-12871483)**

**Rating:** 4.0/5.0 stars

_— Divyam S._

[Read full review](https://www.g2.com/survey_responses/autogenai-review-12871483)

**["Efficient Content Creation with Unique Insights"](https://www.g2.com/survey_responses/autogenai-review-12834910)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/autogenai-review-12834910)

### [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews)

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

**Average Rating:** 4.7/5.0

**Total Reviews:** 264

#### How Do G2 Users Rate OnePageCRM?

- **Ease of Use:** 9.3/10 (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:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind OnePageCRM?

- **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm)
- **Year Founded:** 2010
- **HQ Location:** Galway, Ireland
- **Twitter:** @OnePageCRM  
3,922 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=526907b6fc5dd5a45add17f9e7ae810ccdff01039909fce53911704215b3a076&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1014103%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®
- **Phone:** +1 (646) 762 1303

#### Who Uses This Product?

- **Who Uses This:** Founder, Managing Director
- **Top Industries:** Non-Profit Organization Management, Marketing and Advertising
- **Company Size:** 85% Small, 12% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople.
- Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams.
- Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks.
- Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient.
- Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding.

##### Cons

- Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management.
- Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows.
- Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility.
- Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software.
- Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality.

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

**["Simple Interface and Effective Sales Management"](https://www.g2.com/survey_responses/onepagecrm-review-12953882)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882)

**["Helping The Brun Bear Foundation Stay Organized and Engaged"](https://www.g2.com/survey_responses/onepagecrm-review-12859063)**

**Rating:** 5.0/5.0 stars

_— Vanessa W._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063)

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

- [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on)
- [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment

### [AutoRFP.ai](https://www.g2.com/products/autorfp-ai/reviews)

AutoRFP.ai is the accuracy-first AI platform for RFPs, security questionnaires, and DDQs: every answer source-grounded and citable, with zero library maintenance. SUBMISSION-READY ANSWERS YOU CAN DEFEND Zero hallucination by design: AutoRFP.ai only writes from content your team has approved, and if it can't find approved sources to support a response, it leaves the answer blank and flags it for human review rather than guessing. Every answer carries a trust score and shows the exact approved sources behind it. This is the Verifiable Response Engine™, with two visible components: the Citation Engine™ (every answer cites its source) and Trust Scores (per-answer confidence and source age). Quality isn't a promise: it's two scores and an edit rate. Every answer is scored twice before a human reads it: a Trust Score for the sources behind it and a Feedback Score for how completely it answers what was asked. The measure of quality is how little your experts have to change: a number, not an adjective. Generation defaults to verbatim language from your approved responses and learns your tone and structure, so answers sound like your company, not like AI. First drafts in minutes, every answer cited. AUTOMATE THE MUNDANE AND WIN EFFORTLESSLY Zero library maintenance: don't update content; have content update you. The system learns from every approved response, with no snippet curation, no tagging, and no dedicated content-manager role. Your solutions engineers and subject-matter experts review and approve a submission-ready first draft instead of writing from scratch. Fits your stack: Salesforce, SharePoint, OneDrive, Google Drive, Confluence, Notion, Microsoft Teams, and Slack, with SSO via Okta and Microsoft Entra (SAML, SCIM provisioning), plus an official MCP server. Built for the whole team: assignments and ownership, sequential review and co-editing, approval-gated saves, Slack and Teams notifications, and an ask-a-question bot in Slack or Teams that answers from your library and shows its sources. Answers export back in the client's original format: the same Excel or Word file, however it was formatted, with compliance boxes ticked where they wanted them. A browser extension with AI question scraping handles procurement portals like Ariba, Workday, and Coupa. DEPLOY AT SCALE WITH CONFIDENCE SOC 2 Type II and ISO 27001 certified, so security review doesn't stall your pilot. GDPR compliant, no training on customer data, tenant isolation and private instances available, and regional hosting in the US, EU, and Australia. A self-service Trust Center provides downloadable reports and agreements. Sequential approval workflows, role-based permissions, version history, and audit trails keep every answer defensible, including fund-specific and firm-wide approval layers for private-capital DDQ teams. One platform for the whole workload: RFPs, RFIs, security questionnaires, and DDQs in one system. 44+ languages, 24/6 global support, and unlimited users on every plan: pricing scales with projects, not seats. Try it on your own RFPs in a two-week proof of concept.

**Average Rating:** 4.8/5.0

**Total Reviews:** 60

#### How Do G2 Users Rate AutoRFP.ai?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind AutoRFP.ai?

- **Seller:** [AutoRFP.ai](https://www.g2.com/sellers/autorfp-ai)
- **Company Website:** autorfp.ai
- **Year Founded:** 2022
- **HQ Location:** Brisbane, QLD
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79c3aecfcfc90de1789b85687ac1145a03d0dfbd23cf918c0fa4e154d4e5f380&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauto-rfp%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 23% Small

#### What Do G2 Reviewers Say About AutoRFP.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving capabilities** of AutoRFP.ai, significantly reducing manual work hours during RFP processes.
- Users appreciate the **time-saving capabilities** of AutoRFP.ai, significantly reducing manual work in the RFP process.
- Users appreciate the **seamless teamwork capabilities** of AutoRFP.ai, enhancing collaboration and efficiency in RFP submissions.
- Users praise the **fantastic customer support** at AutoRFP.ai, enhancing their experience with quick and helpful assistance.
- Users highlight the **efficiency** of AutoRFP.ai, significantly reducing response times and workload for RFP processes.

##### Cons

- Users find the **navigation and interface non-intuitive** , complicating the re-ordering of information on AutoRFP.ai.
- Users note the **poor interface design** may hinder usability, though improvements and quick fixes are being implemented.
- Users find the **feature usability lacking** , as the interface isn't intuitive and could benefit from better guidance.
- Users find the **navigation difficult** , struggling to locate past projects and reorder information intuitively.
- Users find the **difficult learning curve** of AutoRFP.ai challenging, especially without proper training before use.

#### What Are Recent G2 Reviews of AutoRFP.ai?

**["AutoRFP Turns Messy Excel Into Accurate Answers and Streamlines RFPs"](https://www.g2.com/survey_responses/autorfp-ai-review-12917497)**

**Rating:** 5.0/5.0 stars

_— David F._

[Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-12917497)

**["AutoRFP.ai Saves Hours with Accurate, Easy RFP Responses"](https://www.g2.com/survey_responses/autorfp-ai-review-13179414)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-13179414)

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

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

**Average Rating:** 4.9/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate fynk?

- **Ease of Use:** 9.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind fynk?

- **Seller:** [fynk GmbH](https://www.g2.com/sellers/fynk-gmbh)
- **Year Founded:** 2022
- **HQ Location:** Vienna
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b73827447a837c60163d1f125e8999d660e1873be37851c686ebeb31f142325&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffynkcom%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** offered by fynk, simplifying contract management and enhancing overall workflow efficiency.
- Users value the **centralized contract management** of fynk, enhancing oversight and streamlining processes across their operations.
- Users value the **efficiency of streamlined contract management** , enhancing oversight and collaboration across all agreements.
- Users value the **automated workflows** in fynk, streamlining contract management and enhancing efficiency across collaborations.
- Users value the **time efficiency** of fynk, streamlining contract management and accelerating product development significantly.

##### Cons

- Users find the **analytics reporting insufficient** , lacking depth for complex analysis and requiring external tools for extensive insights.
- Users find the **limited reporting capabilities** of Fynk inadequate for in-depth financial analysis and insights.
- Users find the **reporting inadequate** , lacking depth for complex analysis and essential product-centric insights.
- Users note the **insufficient content management** in Fynk, particularly related to basic reporting and analytics capabilities.
- Users report **insufficient dashboard features** in Fynk, hindering advanced analytics and necessitating data export to other tools.

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

**["All Contracts Under One Roof: Clear Visibility and Efficient Workflows"](https://www.g2.com/survey_responses/fynk-review-12319840)**

**Rating:** 5.0/5.0 stars

_— Abdul M._

[Read full review](https://www.g2.com/survey_responses/fynk-review-12319840)

**["Critical Infrastructure for Scaling Our Fintech Product and Partner Ecosystem"](https://www.g2.com/survey_responses/fynk-review-12167240)**

**Rating:** 5.0/5.0 stars

_— Isaac S._

[Read full review](https://www.g2.com/survey_responses/fynk-review-12167240)

### [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews)

Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business.

**Average Rating:** 4.3/5.0

**Total Reviews:** 597

#### How Do G2 Users Rate Conga CLM?

- **Ease of Use:** 8.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Conga CLM?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Salesforce Administrator
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 41% Medium, 39% Large

#### What Do G2 Reviewers Say About Conga CLM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of Conga CLM enhances their daily contract management and workflows significantly.
- Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management.
- Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks.
- Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor.
- Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency.

##### Cons

- Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation.
- Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes.
- Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data.
- Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods.
- Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience.

#### What Are Recent G2 Reviews of Conga CLM?

**["Conga CLM: Simplifying Contract Creation, Execution, and Management"](https://www.g2.com/survey_responses/conga-clm-review-10722962)**

**Rating:** 5.0/5.0 stars

_— Ankita K._

[Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962)

**["Flexible Templates and Seamless Salesforce Integration with Helpful Support"](https://www.g2.com/survey_responses/conga-clm-review-13138020)**

**Rating:** 4.5/5.0 stars

_— Eric C._

[Read full review](https://www.g2.com/survey_responses/conga-clm-review-13138020)

#### What Are G2 Users Discussing About Conga CLM?

- [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment
- [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce)
- [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for)
- [What do contract management systems look for?](https://www.g2.com/discussions/what-do-contract-management-systems-look-for)
- [How much does conga cost?](https://www.g2.com/discussions/how-much-does-conga-cost)

### [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews)

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

**Average Rating:** 4.0/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate ConnectWise CPQ?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ConnectWise CPQ?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,388 employees on LinkedIn®
- **Phone:** 800-671-6898

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About ConnectWise CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **high level of customization** in ConnectWise CPQ, enhancing their quoting processes effectively.
- Users appreciate the **responsive customer support** of ConnectWise CPQ, enhancing their overall experience with quick assistance.
- Users value the **high customizability** of ConnectWise CPQ, enhancing their quoting process with flexibility and automation.
- Users value the **high flexibility and customization options** in ConnectWise CPQ, enhancing their quoting process effectively.
- Users find **easy integration** with CW PSA seamless, leading to a successful setup and effective product use.

##### Cons

- Users struggle with **difficult editing** in ConnectWise CPQ, finding formatting and feature requests frustratingly challenging.
- Users often face **bug issues** with ConnectWise CPQ, causing frustration and complicating tasks like document formatting.
- Users find the **setup process complex** , often recommending hiring a knowledgeable consultant for assistance.
- Users find the **complex setup** of ConnectWise CPQ overwhelming, often needing a consultant for assistance.
- Users report **deletion problems** with ConnectWise CPQ, complicating basic tasks and delaying feature requests significantly.

#### What Are Recent G2 Reviews of ConnectWise CPQ?

**["Highly Customizable and Easy to Use After Proper Setup"](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)**

**Rating:** 5.0/5.0 stars

_— Eileen W._

[Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)

**["A must have if you use CW environment."](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)

#### What Are G2 Users Discussing About ConnectWise CPQ?

- [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp)
- [What is quosal?](https://www.g2.com/discussions/what-is-quosal)
- [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for)

### [Steerlab](https://www.g2.com/products/steerlab/reviews)

Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security questionnaires. This solution caters to Proposal, PreSales, and Security teams, leveraging advanced automation and intelligent collaboration tools to significantly reduce response times, improve accuracy, and ultimately boost win rates. Steerlab addresses the complexities of responding to both structured Q&A documents and intricate narrative RFPs. Unlike conventional RFP tools that offer basic automation, Steerlab is engineered to facilitate the creation of high-quality, customized responses in various formats such as Excel, Word, or PDF. This versatility allows teams to maintain a professional and consistent tone while tailoring their responses to the specific context of each RFP. One of the standout features of Steerlab is its ability to automatically generate up to 90% of responses using pre-approved content. This capability not only accelerates the response process but also ensures that the quality of the answers remains high. The platform supports both straightforward Q&A formats and more elaborate narrative sections, such as executive summaries and solution descriptions, making it adaptable to a wide range of proposal requirements. Additionally, the self-updating content library organizes information by product, topic, and use case, ensuring that teams have access to the most relevant and current data without the need for manual upkeep. Steerlab also empowers teams to make informed decisions with its Go/No-Go agent, which evaluates the suitability of responding to an RFP based on various factors, including fit and internal capacity. The platform includes features for bias detection and gap analysis, allowing users to identify potential issues early in the process. Furthermore, deal pattern insights provide valuable analytics that help teams understand what strategies are effective across different industries and buyer types, enhancing future submissions. Collaboration is seamless with Steerlab, as it allows real-time interaction among internal and external teams. Users can assign tasks, leave comments, and track changes directly within familiar document formats, eliminating the need for cumbersome reformatting. The platform integrates smoothly with existing tools such as Notion, SharePoint, Google Drive, Salesforce, and Slack, ensuring that teams can work efficiently without switching between applications. Steerlab is designed with enterprise needs in mind, offering robust security and compliance with standards such as SOC 2 Type II, ISO 27001, and GDPR. It can be hosted in either the EU or US, depending on client preferences, and importantly, customer data is never utilized to train the AI models. Trusted by a range of B2B software companies, from startups to established enterprises, Steerlab is equipped to support organizations responding to varying volumes of RFPs, helping them focus on what truly matters: winning deals.

**Average Rating:** 4.6/5.0

**Total Reviews:** 58

#### How Do G2 Users Rate Steerlab?

- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Steerlab?

- **Seller:** [Steerlab](https://www.g2.com/sellers/steerlab)
- **Company Website:** www.steerlab.ai
- **Year Founded:** 2023
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e25ea8f8280209c43ec153e538f73a103414b4ca5df5c4de2b6ad11c0d494db6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsteerlab%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 24% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **efficiency** of Steerlab, as it streamlines workflows and generates accurate, timely responses.
- Users appreciate the **high-quality AI** of Steerlab, enabling solid, personalized outputs and efficient decision-making.
- Users love the **ease of use** of Steerlab, allowing quick onboarding and efficient document handling.
- Users value the **process efficiency** of Steerlab, notably reducing review cycles and simplifying workflows significantly.
- Users appreciate the **efficient RFP management** of Steerlab, which saves time and improves collaboration and win rates.

##### Cons

- Users often find **inaccurate responses** from Steerlab, necessitating verification for compliance-heavy questions despite confidence score alerts.
- Users find the **limited features** of Steerlab insufficient for generating comprehensive client-facing materials and insights.
- Users note the **missing features** in Steerlab, such as slide generation and limited Slack integration, impacting workflow efficiency.
- Users report **bug issues** with Word exports and version history, affecting functionality during collaboration.
- Users find the **formatting issues** in Steerlab challenging, making navigation and usage more difficult than expected.

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

**["Steerlab Speeds Due Diligence with Trusted, Traceable Data"](https://www.g2.com/survey_responses/steerlab-review-12984287)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/steerlab-review-12984287)

**["Steerlab Keeps Up with High RFP Volume—Fast, Verified Answers and a Clean UI"](https://www.g2.com/survey_responses/steerlab-review-12927380)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/steerlab-review-12927380)

### [Smart Pricing Table](https://www.g2.com/products/smart-pricing-table/reviews)

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

**Average Rating:** 5.0/5.0

**Total Reviews:** 55

#### How Do G2 Users Rate Smart Pricing Table?

- **Ease of Use:** 9.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Smart Pricing Table?

- **Seller:** [Smart Pricing Table](https://www.g2.com/sellers/smart-pricing-table)
- **Year Founded:** 2020
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef92214e14a85dbc0729d952613d32ddd178b05c46342665df3c3887065a6c78&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmart-pricing-table&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Smart Pricing Table?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **responsive customer support** of Smart Pricing Table, appreciating quick resolutions and helpful assistance.
- Users find the **ease of use** of Smart Pricing Table enhances proposal setup and client interaction greatly.
- Users value the **efficiency** of Smart Pricing Table, streamlining proposal creation and enhancing productivity across diverse industries.
- Users love how Smart Pricing Table saves them **time** by streamlining proposal creation and management effectively.
- Users praise the **easy creation** of proposals with Smart Pricing Table, enhancing efficiency and client engagement significantly.

##### Cons

- Users desire the inclusion of **multiple client signers** , as some companies need more than one signature for approvals.
- Users feel that the **copy-paste issues** due to extensive watermarking diminish the uniqueness of proposals.
- Users find the **initial usage difficulty** of Smart Pricing Table frustrating, desiring more direct support during setup.
- Users express concern over a **lack of guidance** in the setup process, finding videos insufficient without direct support.
- Users find **layout issues** limiting, wishing for more design control and easier table navigation in Smart Pricing Table.

#### What Are Recent G2 Reviews of Smart Pricing Table?

**["Flexible quoting that fits messy agency life"](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)**

**Rating:** 5.0/5.0 stars

_— Ryan S._

[Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)

**["The best quote generation and sales proposal tool I've used in 37 years in the IT business."](https://www.g2.com/survey_responses/smart-pricing-table-review-13166890)**

**Rating:** 5.0/5.0 stars

_— Peter F._

[Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-13166890)

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- [CPQ](/categories/cpq)
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[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

* * *

## How Do You Choose the Right Proposal Software?

### What You Should Know About Proposal Software

### What is Proposal Software?

Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign.

In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails.

#### What Types of Proposal Software Exist?

**Cloud-based proposal software**

Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call

**On-premise proposal software**

An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal.

### What are the Common Features of Proposal Software?

The following are some core features within proposal software that can help users in various ways:

**Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses.

**Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software.

**Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval.

**Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future.

Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting)

### What are the Benefits of Proposal Software?

**Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal.

**Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines.

### Who Uses Proposal Software?

**Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal.

**Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more.

**Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines.

### What are the Alternatives to Proposal Software?

[CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features.

#### Software Related to Proposal Software

Related solutions that can be used together with proposal software include:

[CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software.

**CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother.

[E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company

### Challenges with Proposal Software

**Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software.

### Which Companies Should Buy Proposal Software?

Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team.

### How to Buy Proposal Software

#### Requirements Gathering (RFI/RFP) for Proposal Software

Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software.

#### Compare Proposal Software Products

**Create a long list**

Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality:

- E-signature
- Template creation
- Media support for images, audio, and video
- Analytics
- Collaboration
- Quote management
- Contract management
- Payment integrations
- Assembly and approval workflows

**Create a short list**

Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM.

**Conduct demos**

Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly.

#### Selection of Proposal Software

**Choose a selection team**

The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software.

**Negotiation**

When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative.

**Final decision**

After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved.

### What Does Proposal Software Cost?

As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay.

The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month. 

Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms. 

#### Return on Investment (ROI)

Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020:

- 55% of buyers see an ROI in 6 months or less
- 28% of buyers see an ROI in 7-12 months
- 10% of buyers see an ROI in 13-24 months
- 7% of all other buyers see an ROI from 24 months onwards

### Implementation of Proposal Software

**How is Proposal Software Implemented?**

Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages:

- Software installation
- Process review and needs analysis
- Design, configuration, and integrations
- Training 
- Post-implementation support 

During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.