# Best Proposal Software - Page 6 ## 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** ### altaFlow altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-01T23%3A56%3A59Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Fet_blog%25253Fv%3D4ea2a3%26page%3D6&secure%5Btoken%5D=a00c9c80f17cb03ff60d539ce2a90bf9c89a2cfd4fe32166fed6316bc09ab638&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) ### [Fresh Proposals](https://www.g2.com/products/fresh-proposals/reviews) Fresh Proposals is an advanced online proposal management platform designed to streamline the creation, customization, and tracking of business proposals. It empowers sales teams and professionals to craft visually appealing proposals efficiently, enhancing client engagement and increasing the likelihood of deal closures. Key Features and Functionality: - Customizable Templates: Access a variety of professionally designed templates that are fully customizable to align with your brand identity and specific client needs. - Drag-and-Drop Editor: Utilize an intuitive editor to add and arrange elements such as text boxes, images, videos, pricing tables, and e-signature fields, facilitating the creation of engaging proposals without technical expertise. - Interactive Pricing Tables: Incorporate dynamic pricing tables that allow clients to select services, adjust quantities, and view real-time pricing updates, simplifying the negotiation process. - E-Signatures: Enable clients to sign proposals electronically, expediting the approval process and reducing the need for physical documentation. - Proposal Analytics: Gain insights into client interactions with your proposals, including views, time spent on each section, and acceptance rates, allowing for data-driven improvements. - Content Library: Save frequently used sections, fees, and content blocks to a library for easy reuse, ensuring consistency and efficiency across multiple proposals. - Automated Workflows: Implement internal review and approval workflows to streamline the proposal process within your organization, reducing bottlenecks and ensuring quality control. - Integration Capabilities: Connect with various applications through integrations, enhancing functionality and aligning with existing workflows. Primary Value and Solutions Provided: Fresh Proposals addresses common challenges in the proposal process by offering tools that enhance efficiency, professionalism, and client engagement. By automating repetitive tasks, providing insightful analytics, and facilitating seamless collaboration, it enables businesses to create compelling proposals that stand out, ultimately leading to higher conversion rates and increased revenue. **Average Rating:** 4.5/5.0 **Total Reviews:** 18 #### How Do G2 Users Rate Fresh Proposals? - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10) #### Who Is the Company Behind Fresh Proposals? - **Seller:** [Fresh Proposals](https://www.g2.com/sellers/fresh-proposals) - **Year Founded:** 2019 - **HQ Location:** N/A - **Twitter:** @freshproposals 244 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f0e6486ffdf844b798eae4a3b4079f10fdf0123cf6881b6fcd9102b8c89972cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreshproposals&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 89% Small, 6% Medium #### What Do G2 Reviewers Say About Fresh Proposals? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **extremely fast and detailed customer support** from Fresh Proposals, making their experience seamless and efficient. - Users value the **easy creation** of proposals with Fresh Proposals, enabling rapid customization and efficient onboarding. - Users praise the **dynamically customizable proposals** from Fresh Proposals, enhancing efficiency and personalization in their workflow. - Users appreciate the **ease of use** of Fresh Proposals, making proposal creation and customization seamless and efficient. - Users appreciate the **easy integrations** of Fresh Proposals, enhancing automated processes and streamlining proposal customization. ##### Cons - Users find the **proposal editor's auto-snap feature** can misalign content, although it can be disabled if needed. - Users find **layout issues** frustrating, especially when needing to create extra text boxes to continue content. - Users feel the **limited customization** options hinder growth, especially for rapidly scaling businesses needing more dynamic features. - Users experience **slow performance** with Fresh Proposals, particularly with the wysiwyg feature during rapid scaling. #### What Are Recent G2 Reviews of Fresh Proposals? **["Fresh proposals helped us get to the next level"](https://www.g2.com/survey_responses/fresh-proposals-review-11755189)** **Rating:** 4.0/5.0 stars _— Megan M._ [Read full review](https://www.g2.com/survey_responses/fresh-proposals-review-11755189) **["Streamlines my entire proposal system"](https://www.g2.com/survey_responses/fresh-proposals-review-11748155)** **Rating:** 5.0/5.0 stars _— Cevan L._ [Read full review](https://www.g2.com/survey_responses/fresh-proposals-review-11748155) ### [SCOPE Better](https://www.g2.com/products/scope-better/reviews) Is pricing a problem for your business? It can often be a complex, time consuming and inefficient task. Quoting often relies on inconsistent, scattered data filled with blind spots - there is no single point of truth. At SCOPE Better we call this The Pricing Problem and it's EXACTLY what we solve. We help professional services businesses turn pricing into a superpower by giving them the control and visibility needed to ensure their teams give the right price every single time. **Average Rating:** 3.5/5.0 **Total Reviews:** 16 #### How Do G2 Users Rate SCOPE Better? - **Ease of Use:** 5.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind SCOPE Better? - **Seller:** [The Virtu Group](https://www.g2.com/sellers/the-virtu-group) - **Year Founded:** 2017 - **HQ Location:** London, GB - **Twitter:** @ScopeBetter 143 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e3f0934a4987a5a0c80590fed193bf9cc1c8facb33cf6662c79cdf3fb6844dd3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscope-better&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 63% Medium, 25% Small #### What Do G2 Reviewers Say About SCOPE Better? _AI-generated summary from verified user reviews_ ##### Pros - Users find SCOPE Better to be **incredibly easy to use** , streamlining the creation and management of SOWs effortlessly. - Users commend the **exceptional customer support** from the SCOPE Better team, enhancing the overall experience with the tool. - Users value the **efficient document management** of SCOPE Better, enhancing consistency and accessibility of estimates and SOWs. - Users highlight the **easy setup** of SCOPE Better, complemented by exceptional support and seamless integrations. - Users value the **efficiency improvement** of SCOPE Better, enhancing consistency and collaboration in scoping processes. ##### Cons - Users find the **missing features** frustrating, particularly lacking export options and outdated functionalities that hinder their workflow. - Users desire greater **customization for project pricing** and flexibility to suit diverse client needs effectively. - Users face **bug issues** with SCOPE Better, encountering glitches and inconsistencies affecting functionality and output accuracy. - Users struggle with **data management issues** , particularly in handling deliverables and lacking features like undo and version history. - Users desire **greater customization** options for pricing and project setup to better fit unique client needs. #### What Are Recent G2 Reviews of SCOPE Better? **["Scope Better and why we use it at Solvit"](https://www.g2.com/survey_responses/scope-better-review-9801139)** **Rating:** 4.5/5.0 stars _— Ingo R._ [Read full review](https://www.g2.com/survey_responses/scope-better-review-9801139) **["Finally a tool that helps me productize our service offerings"](https://www.g2.com/survey_responses/scope-better-review-9566791)** **Rating:** 5.0/5.0 stars _— Michael C._ [Read full review](https://www.g2.com/survey_responses/scope-better-review-9566791) ### [DeepStream Technologies](https://www.g2.com/products/deepstream-technologies/reviews) With DeepStream you can finally save your procurement team from wasting their time running source to contract processes using manual tools, and get them back to strategic work that will add business value. As a best-of-breed e-sourcing platform, we are poised to help teams move from business requirements to awarding suppliers and managing contracts - plan your RFx processes and invite, assess and negotiate with suppliers all within our cloud-based platform. Everything you need for your sourcing process: Pre-Qualification Build custom supplier onboarding questionnaires and engage confidently with the right suppliers every time. RFx Standardize your Requests, keep your communication in one place and evaluate your suppliers with ease. eAuctions Save hours of negotiation time – and reduce your spend significantly – by inviting suppliers to compete online, in real-time. Contract Management Create contracts from your awarded RFx and experience efficient and auditable source-to-contract processes. Management Reporting Actionable and informative insights on your RFx processes – enabling you to make informed sourcing decisions. AI Supplier Discovery Tell us your requirements, hit search and explore a list of new suppliers in just minutes. Integrations Fast, cost effective and resilient, we make integrations easy – and can integrate into any modern software. Get ready to simplify your source to contract processes enabling you to save time, reduce spend and transact with confidence. **Average Rating:** 4.7/5.0 **Total Reviews:** 23 #### How Do G2 Users Rate DeepStream Technologies? - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind DeepStream Technologies? - **Seller:** [DeepStream Technologies](https://www.g2.com/sellers/deepstream-technologies) - **Year Founded:** 2016 - **HQ Location:** London, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9b9a5e157a576f2c498ab9d340ae1b8f4d19b4cc2ea7b9b8291043ea2b5b4bb6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeepstreamtech%2F&secure%5Burl_type%5D=linkedin_company_website) 16 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 57% Medium, 30% Small #### What Do G2 Reviewers Say About DeepStream Technologies? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **excellent customer support** from DeepStream, noting quick responses and comprehensive guidance throughout their experience. - Users appreciate the **intuitive design** of DeepStream, which simplifies tendering and enhances overall user experience. - Users find DeepStream Technologies to offer **exceptional ease of use** , making the tendering process straightforward and efficient. - Users commend the **efficiency** of DeepStream, praising its professional setup and user-friendly experience during implementation. - Users commend the **user-friendly platform** of DeepStream Technologies, simplifying the tendering process remarkably. #### What Are Recent G2 Reviews of DeepStream Technologies? **["Implementation of Deepstream - Offshore Wind Developer"](https://www.g2.com/survey_responses/deepstream-technologies-review-11733774)** **Rating:** 5.0/5.0 stars _— Verified User in Renewables & Environment_ [Read full review](https://www.g2.com/survey_responses/deepstream-technologies-review-11733774) **["Effortless Bidding and Comparison with DeepStream"](https://www.g2.com/survey_responses/deepstream-technologies-review-12572199)** **Rating:** 5.0/5.0 stars _— Christie R._ [Read full review](https://www.g2.com/survey_responses/deepstream-technologies-review-12572199) #### What Are G2 Users Discussing About DeepStream Technologies? - [What is DeepStream Technologies used for?](https://www.g2.com/discussions/what-is-deepstream-technologies-used-for) ### [EasyPQQ](https://www.g2.com/products/easypqq/reviews) EasyPQQ Pro is an AI-powered bid, proposal & tender writing platform designed to simplify and accelerate the completion of PQQs, RFPs, RFIs, and ITTs; while improving quality, consistency, and win rates. At its core, EasyPQQ Pro combines a centralised knowledgebase with a suite of intelligent AI assistants that act like specialist team members across your bid function. Each assistant can write, review, and refine content in different tones and styles, ensuring responses are tailored, compliant, and persuasive. Key capabilities include: Centralised bid & knowledge management Store and organise all pre-qualification and tender content in a single, searchable library. AI-powered answer generation Automatically suggest high-quality responses using your approved content, past submissions, and best-performing answers. Role-based AI assistants Work with multiple AI “team members” that specialise in different functions, such as bid writer, client relationships, HR and training, legal, accounts and IT. Each producing content in the appropriate style and voice. Smart content retrieval across files Instantly surface the right information from past bids, CVs, partner profiles, and case studies, ensuring answers are always accurate and relevant. Also compatible with SharePoint. Automated bid marking AI-assisted scoring and evaluation against the scoring criteria, highlighting gaps, risks, and improvements before submission. Collaborative multi-user workspace Teams can work simultaneously on live documents, assign questions, track progress, and manage approvals in real time. Reusable profiles & project libraries Store, find, and attach partner profiles, CVs, and project case studies with ease. Branded document generation Produce fully formatted, brand-compliant submission documents at the click of a button. Why EasyPQQ Pro? By combining intelligent automation with AI-assisted collaboration, EasyPQQ Pro removes the inefficiencies of traditional bid writing. Teams no longer waste time searching for content or rewriting from scratch... instead, they work alongside AI specialists that understand context, tone, and compliance. The result: faster turnaround times, higher-quality submissions, and a significantly improved chance of winning work. **Average Rating:** 4.2/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate EasyPQQ? - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind EasyPQQ? - **Seller:** [Propeller Studios Ltd](https://www.g2.com/sellers/propeller-studios-ltd) - **Year Founded:** 2001 - **HQ Location:** Hitchin, Hertfordshire - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8e6032ab8629b2db82516fe2dd8bda96237953b5dc473c7ed31e22ac0736a3da&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpropeller-studios&secure%5Burl_type%5D=linkedin_company_website) 32 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 56% Medium, 44% Small #### What Are Recent G2 Reviews of EasyPQQ? **["Superb collaboration tools and knowledge base"](https://www.g2.com/survey_responses/easypqq-review-9926278)** **Rating:** 4.5/5.0 stars _— NARAT R._ [Read full review](https://www.g2.com/survey_responses/easypqq-review-9926278) **["bid and tender management software"](https://www.g2.com/survey_responses/easypqq-review-12753854)** **Rating:** 4.0/5.0 stars _— iftekhair r._ [Read full review](https://www.g2.com/survey_responses/easypqq-review-12753854) ### [iQuote Xpress](https://www.g2.com/products/iquote-xpress/reviews) iQuote Xpress is a web-based SaaS application which enables businesses to automate their sales estimating process using the latest internet technology. Sales personnel is able to easily and quickly generate sales proposals which are more detailed, accurate and include product marketing information. iQuote Xpress users enjoy an enhanced image as professional communication is consistently delivered to the customer. **Average Rating:** 4.5/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate iQuote Xpress? - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind iQuote Xpress? - **Seller:** [iQuote Xpress](https://www.g2.com/sellers/iquote-xpress) - **Year Founded:** 2009 - **HQ Location:** Studio City, CA - **Twitter:** @iQuoteXpress 629 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=24a9ee713351ef883f07d5287cbdb6ad4c71b64fcbb4c97254ef7b8f1568be16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1108212%2F&secure%5Burl_type%5D=linkedin_company_website) 22 employees on LinkedIn® - **Phone:** 1+818-765-3149 #### Who Uses This Product? - **Company Size:** 82% Small, 18% Medium #### What Are Recent G2 Reviews of iQuote Xpress? **["IQX made it easier and faster to make sales quotes"](https://www.g2.com/survey_responses/iquote-xpress-review-5001886)** **Rating:** 5.0/5.0 stars _— Matt C._ [Read full review](https://www.g2.com/survey_responses/iquote-xpress-review-5001886) **["Easy to use, editing and adding new product is a breeze, exceptional support from staff"](https://www.g2.com/survey_responses/iquote-xpress-review-4020865)** **Rating:** 5.0/5.0 stars _— Philip W._ [Read full review](https://www.g2.com/survey_responses/iquote-xpress-review-4020865) #### What Are G2 Users Discussing About iQuote Xpress? - [What is iQuote Xpress used for?](https://www.g2.com/discussions/what-is-iquote-xpress-used-for) ### [OrbitShift](https://www.g2.com/products/orbitshift/reviews) OrbitShift is a multi-agent AI full-stack enterprise sales intelligence platform purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With four powerful and seamlessly integrated modules, accountOS, knowledgeOS, rfpOS and marketing OS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales and marketing teams to identify high-value accounts, get relevant account/people insights, build account plans, generate highly contextual and personalized messages/emails, launch campaigns, access AI driven sales engineering support and automate RFP/RFI responses. **Average Rating:** 4.6/5.0 **Total Reviews:** 30 #### How Do G2 Users Rate OrbitShift? - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind OrbitShift? - **Seller:** [OrbitShift](https://www.g2.com/sellers/orbitshift) - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b2c5f4dd5d504fc2818f5e0e52384c841f8d1a9f64fdcfd86d1c7dfadb04eb20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forbitshift-ai&secure%5Burl_type%5D=linkedin_company_website) 56 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 63% Large, 10% Medium #### What Do G2 Reviewers Say About OrbitShift? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **efficiency** of OrbitShift, enjoying centralized information and automated processes that streamline their workflow. - Users appreciate the **ease of use** of OrbitShift, enhancing their workflow with seamless navigation and centralized information. - Users value the **efficient decision-making capabilities** of OrbitShift, benefiting from consolidated insights and timely updates. - Users value the **time-saving features** of OrbitShift, allowing for efficient navigation and streamlined workflow management. - Users value the **effective outreach capabilities** of OrbitShift, simplifying connections with key decision makers for opportunities. ##### Cons - Users find the **inaccuracy of data** on OrbitShift problematic, often encountering outdated or mismatched contact information. - Users find the **outdated data** can be frustrating, impacting the accuracy and relevance of account information. - Users find the **inaccurate responses** on OrbitShift problematic, citing issues with outdated or mismatched contact information. - Users find the **outdated information** on OrbitShift problematic, leading to issues with data accuracy and reliability. - Users find the **learning curve steep** , requiring time and guidance to fully leverage OrbitShift's capabilities. #### What Are Recent G2 Reviews of OrbitShift? **["Effortless Contact Discovery, Needs Data Accuracy Improvement"](https://www.g2.com/survey_responses/orbitshift-review-11914594)** **Rating:** 4.0/5.0 stars _— Adnan A._ [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914594) **["Time-Saver with Integrated Information"](https://www.g2.com/survey_responses/orbitshift-review-11914251)** **Rating:** 4.0/5.0 stars _— Abdallah H._ [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914251) ### [ProposalWorks](https://www.g2.com/products/proposalworks/reviews) Build Complete Quotes, Proposals and Get a Wealth of Product Information for Rockwell Automation Products **Average Rating:** 4.5/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate ProposalWorks? - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind ProposalWorks? - **Seller:** [Rockwell Automation](https://www.g2.com/sellers/rockwell-automation-2026-07-14) - **Year Founded:** 1903 - **HQ Location:** Milwaukee, WI - **Twitter:** @ROKAutomation 44,405 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=953b633cb0e7485467b610ca7ffd15edf9910be261167f167a33c9b20d91e00c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2498%2F&secure%5Burl_type%5D=linkedin_company_website) 22,408 employees on LinkedIn® - **Ownership:** NYSE:ROK #### Who Uses This Product? - **Company Size:** 60% Small, 20% Large #### What Are Recent G2 Reviews of ProposalWorks? **["Good UI and faster response"](https://www.g2.com/survey_responses/proposalworks-review-7602573)** **Rating:** 4.0/5.0 stars _— Abhineet S._ [Read full review](https://www.g2.com/survey_responses/proposalworks-review-7602573) **["the best portal to a world of possibilities in Rockwell Automation products and solutions"](https://www.g2.com/survey_responses/proposalworks-review-7225092)** **Rating:** 5.0/5.0 stars _— Agustin G._ [Read full review](https://www.g2.com/survey_responses/proposalworks-review-7225092) ### [SolarVis](https://www.g2.com/products/solarvis/reviews) SolarVis is an all-in-one B2B SaaS platform for solar energy companies to streamline sales, design, and management across projects, teams, and stakeholders. With solar lead generation, 3D roof modeling, regulation-compliant feasibility reports including battery, heat pump, and EV charger options, material pricing, and CRM tools, solarVis enables teams to create, share, and track solar proposals in minutes. **Average Rating:** 4.8/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate SolarVis? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind SolarVis? - **Seller:** [SolarVis](https://www.g2.com/sellers/solarvis) - **Year Founded:** 2019 - **HQ Location:** Ankara, TR - **Twitter:** @solarvisco 23 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=961326da9c29b5a10cef67bbf167edaa1c73c59cebabe729283306c306312023&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsolarvisco%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Renewables & Environment - **Company Size:** 78% Small, 22% Medium #### What Are Recent G2 Reviews of SolarVis? **["It helps us recommend the right system, not just prepare an offer"](https://www.g2.com/survey_responses/solarvis-review-13029102)** **Rating:** 5.0/5.0 stars _— Utku A._ [Read full review](https://www.g2.com/survey_responses/solarvis-review-13029102) **["Smarter project management with solarVis"](https://www.g2.com/survey_responses/solarvis-review-12953271)** **Rating:** 5.0/5.0 stars _— Hazar Y._ [Read full review](https://www.g2.com/survey_responses/solarvis-review-12953271) ### [Bidnet Direct](https://www.g2.com/products/bidnet-direct/reviews) For more than 30 years, Bidnet has delivered targeted and comprehensive federal, state, and local government opportunities from across the United States that match your business needs. **Average Rating:** 3.9/5.0 **Total Reviews:** 15 #### How Do G2 Users Rate Bidnet Direct? - **Ease of Use:** 7.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Bidnet Direct? - **Seller:** [Sovra](https://www.g2.com/sellers/sovra-d5e50987-3f1c-471c-81f2-d251a38c7521) - **Year Founded:** 1996 - **HQ Location:** Latham, New York - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8cbda32e5ba31fc1243905970a348cac2b90e3f69203e70734b77ff443b8902c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsovra1%2F&secure%5Burl_type%5D=linkedin_company_website) 547 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Small, 44% Medium #### What Do G2 Reviewers Say About Bidnet Direct? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **efficiency** of Bidnet Direct for easily viewing and responding to bids across agencies. - Users find Bidnet Direct **easy to use** , appreciating its intuitive design for finding government bid opportunities. - Users find **notifications very helpful** , as they provide accurate information about relevant bid opportunities efficiently. - Users find the **search efficiency** of Bidnet Direct exceptional, enabling accurate and relevant RFP discoveries effortlessly. - Users value the **efficient communication** in Bidnet Direct, facilitating quick responses to various bids. ##### Cons - Users find the **cost of Bidnet Direct licenses too high** , making it challenging for smaller organizations to compete effectively. - Users find the **additional costs** of Bidnet Direct high, impacting their ability to secure good bids effectively. - Users express concerns about **data loss** due to high license costs and necessary county subscriptions affecting bid outcomes. - Users find the **notifications excessive** , which can detract from the overall experience of Bidnet Direct. #### What Are Recent G2 Reviews of Bidnet Direct? **["Accurate Search, Handy Bid Alerts, and Great Filters"](https://www.g2.com/survey_responses/bidnet-direct-review-12322366)** **Rating:** 5.0/5.0 stars _— swathi B._ [Read full review](https://www.g2.com/survey_responses/bidnet-direct-review-12322366) **["Helpful, Effective Platform for Finding Government Bid Opportunities"](https://www.g2.com/survey_responses/bidnet-direct-review-12330202)** **Rating:** 5.0/5.0 stars _— Hari P._ [Read full review](https://www.g2.com/survey_responses/bidnet-direct-review-12330202) #### What Are G2 Users Discussing About Bidnet Direct? - [Where are government RFPs posted?](https://www.g2.com/discussions/where-are-government-rfps-posted) - [Does BidNet cost money?](https://www.g2.com/discussions/does-bidnet-cost-money) - [Is BidNet direct free?](https://www.g2.com/discussions/is-bidnet-direct-free) - [How does BidNet work?](https://www.g2.com/discussions/how-does-bidnet-work) ### [BigTime Services CPQ](https://www.g2.com/products/bigtime-services-cpq/reviews) WorkRails’ Services CPQ helps enterprise technology companies build professional services quotes quickly and easily. We are ideal for teams who sell complex services but struggle with accuracy and timeliness. The WorkRails Services CPQ platform standardizes how services are sold, allowing for repeatability, scale and revenue acceleration. WorkRails breaks down the silos between Sales, Professional Services, and their Clients, connect to other systems of record, eliminate double entry and errors, and makes selling easy. WorkRails integrates with your existing tech stack including out of the box integrations with Salesforce.com, Conga, and Microsoft Dynamics. More than 40,000 Professional Services quotes have been configured with WorkRails’ Services CPQ. WorkRails customers have cut service quote creation time from weeks to hours, reducing overall sales cycle times, increasing product adoption and lowering churn. **Average Rating:** 5.0/5.0 **Total Reviews:** 8 #### How Do G2 Users Rate BigTime Services CPQ? - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind BigTime Services CPQ? - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware 2,744 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e625721a119beff90fe9564427c769e6e8214dad6eeb6bee97fc509bcf34bdb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1457823%2F&secure%5Burl_type%5D=linkedin_company_website) 168 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 75% Large, 25% Medium #### What Do G2 Reviewers Say About BigTime Services CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of BigTime Services CPQ, enjoying a seamless experience for their sales teams. - Users highlight the **time efficiency** of BigTime Services CPQ, significantly reducing cycle times and enhancing customer experience. - Users benefit from the **sales efficiency** provided by BigTime Services CPQ, enhancing productivity and speeding up service delivery. - Users value the **time efficiency** of BigTime Services CPQ, which significantly streamlines processes and boosts productivity. - Users benefit from the **time-saving features** of BigTime Services CPQ, enhancing efficiency and overall productivity. ##### Cons - Users find the **difficult learning process** of BigTime Services CPQ challenging without predefined services packages to ease navigation. - Users find **feature usability lacking** when Services packages are not created, complicating the overall experience. - Users find that the **initial usage difficulty** can arise when services packages are not created, complicating the setup. - Users find the **learning curve challenging** without pre-created service packages, impacting overall usability of BigTime Services CPQ. - Users note the **limited template flexibility** in BigTime Services CPQ, which restricts customization options for their needs. #### What Are Recent G2 Reviews of BigTime Services CPQ? **["A great no.of helpful tools"](https://www.g2.com/survey_responses/bigtime-services-cpq-review-10412439)** **Rating:** 5.0/5.0 stars _— Rupali S._ [Read full review](https://www.g2.com/survey_responses/bigtime-services-cpq-review-10412439) **["Solved many of our issues and saved significant effort"](https://www.g2.com/survey_responses/bigtime-services-cpq-review-8292320)** **Rating:** 5.0/5.0 stars _— Rod G._ [Read full review](https://www.g2.com/survey_responses/bigtime-services-cpq-review-8292320) ### [Deltek ProPricer](https://www.g2.com/products/deltek-propricer/reviews) Deltek ProPricer is a proposal pricing software that helps federal contractors build, price, and submit audit-ready proposals faster — with accuracy and control across CAS/FAR and TINA-regulated work. It centralizes rate build-ups, basis-of-estimate (BOE) justification, bill-of-materials (BOM) details, and all pricing data in one governed database. When a rate or cost changes, every impacted element updates automatically, eliminating spreadsheet errors, reducing rework, and protecting margin under deadline pressure. Best for: Federal contractors in aerospace and defense manufacturing, professional and government services who need to develop defensible, compliant cost proposals under tight deadlines — especially teams crossing the TINA threshold or managing multiple concurrent bids. Use cases: · Build compliant cost proposals with automated rate governance and audit trails for CAS/FAR submissions. · Build and submit defensible, audit-ready proposals that withstand CAS/FAR and TINA scrutiny — with complete audit trails from first estimate to final submission · Run dynamic what-if analyses to compare pricing positions and strengthen negotiation strategies · Eliminate 11th-hour rework — one rate or cost update cascades instantly across the entire proposal, protecting margin and compliance under deadline pressure · Coordinate proposal pricing with project schedules through Deltek Open Plan integration · Respond to more RFPs faster by standardizing rate structures, templates, and workflows across pricing teams — cutting proposal cycle time by up to 75%Prove cost realism and compliance to evaluators with BOE justification tied directly to every priced element — reducing credibility risk during proposal review · Scale proposal operations confidently as contract size and complexity grow — without rebuilding processes or adding compliance risk Key Features: · Automated formula and rate governance with full audit trails · Dynamic What-Ifs for real-time comparative pricing analysis · BOE, labor, materials, and subcontractor data stored in a single system · Version control and snapshots for fast rollback and proposal comparison · Report Designer with 110+ built-in report templates · Daily Pricing for day-to-day cost calculations on non-standard contract durations · Dela AI: Narrative Scoring Agent to evaluate and improve proposal narratives; Agentic AI for Smarter Formula Generation in BOE Pro — validating assumptions, spotting anomalies, and accelerating compliant proposals. External systems integration: Named bi-directional integration with Deltek Costpoint; connects with Deltek Open Plan for schedule-to- proposal alignment; Open API for SAP and other back-end systems · Governed pricing execution: centralized pricing models, rate build-ups, and formulas ensure accuracy, consistency, and compliance as proposals evolve — enabling teams to move fast without losing control · Pricing decision at the point of change: real-time cascading updates ensure every pricing change is reflected instantly across the proposal — reducing rework, errors, and submission risk · Audit-ready pricing by design: built-in audit trails, permissions, and documentation capture pricing decisions as they happen — increasing confidence and reducing CAS, FAR, and TINA risk · Submission-ready cost volumes: pricing data flows directly into compliant, customer-ready cost volumes — accelerating submissions and eliminating manual formatting and reconciliation Why GovCon firms choose ProPricer: · Proposals are defensible from day one. Permissions, audit trails, and automated rate governance enforce CAS/FAR requirements throughout every proposal — not just at final review. · One change updates everywhere. All pricing data lives in a single governed database, so rate or cost updates carry across the entire proposal instantly — eliminating the spreadsheet errors that put margin and compliance at risk. · Teams respond to more bids, faster. Proposal templates, reusable rates, and dynamic what-if tools cut proposal cycle time by 75%, freeing pricing teams to pursue higher-value opportunities. · Governed pricing where decisions are made. Pricing models, BOEs, and rate structures live in one controlled system, ensuring accuracy, traceability, and compliance as proposals evolve — not after submission. Used by: Federal contractors of all sizes in aerospace and defense manufacturing, government services, and professional services — from growing firms crossing the TINA threshold for the first time to enterprise primes managing high-volume, complex regulated bids. ProPricer offers packages scaled to business size and is trusted by the top 10 U.S. defense contractors. **Average Rating:** 4.6/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate Deltek ProPricer? - **Ease of Use:** 8.6/10 (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 Deltek ProPricer? - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek 6,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website) 4,828 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 67% Large, 33% Medium #### What Do G2 Reviewers Say About Deltek ProPricer? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** in Deltek ProPricer, enhancing functionality and providing detailed outputs. - Users value the **exceptional reporting capabilities** of Deltek ProPricer, enhancing their data analysis experience. - Users value the **seamless screen sharing** for effective pricing between contractor and estimator editions in Deltek ProPricer. - Users praise the **exceptional reporting capabilities** of Deltek ProPricer, particularly enjoying the ease of exporting reports. - Users value the **solution efficiency** of Deltek ProPricer, highlighting its exceptional reporting and overall capabilities. ##### Cons - Users struggle with **manual processes** needed for updates and timely implementation of business-related tasks in Deltek ProPricer. - Users find Deltek ProPricer **time-consuming** , struggling to implement business processes efficiently and swiftly. - Users note that **some modules require maintenance outside regular updates** , which can disrupt workflow and efficiency. #### What Are Recent G2 Reviews of Deltek ProPricer? **["Exceptional Reporting and Capabilities"](https://www.g2.com/survey_responses/deltek-propricer-review-11940165)** **Rating:** 4.0/5.0 stars _— Jacob C._ [Read full review](https://www.g2.com/survey_responses/deltek-propricer-review-11940165) **["Seamless Screen Sharing Makes Pricing Effortless"](https://www.g2.com/survey_responses/deltek-propricer-review-11945219)** **Rating:** 5.0/5.0 stars _— Verified User in Research_ [Read full review](https://www.g2.com/survey_responses/deltek-propricer-review-11945219) #### What Are G2 Users Discussing About Deltek ProPricer? - [What is ProPricer used for?](https://www.g2.com/discussions/what-is-propricer-used-for) ### [Vartana, a Capchase company](https://www.g2.com/products/vartana-a-capchase-company/reviews) Vartana, a Capchase company, is an AI-powered B2B enterprise sales and financing platform that enables vendors to close deals at lightning-fast speeds by offering automated credit approvals, flexible payment terms, and a smooth checkout experience. Vartana helps vendors easily configure deals directly from their CRMs like Salesforce, HubSpot, Microsoft Dynamics, and Zoho. Vartana's automation helps vendors seamlessly craft payment options that align with their customer’s needs and close fast. Founded in 2020 by Kush Kella and Ahmed Sharif, acquired by Capchase in 2025.  Learn more: https://www.capchase.com/blog/capchase-acquires-vartana **Average Rating:** 4.9/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Vartana, a Capchase company? - **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 Vartana, a Capchase company? - **Seller:** [Capchase](https://www.g2.com/sellers/capchase) - **Year Founded:** 2020 - **HQ Location:** New York, New York - **Twitter:** @Capchase 2,443 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=88a1b822abbee863e9983c8c28ce5074207e033f1f66368c1e6ce12f31555375&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcapchase%2F&secure%5Burl_type%5D=linkedin_company_website) 99 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 79% Large, 17% Medium #### What Are Recent G2 Reviews of Vartana, a Capchase company? **["Quick, Easy, Helps Close Deals"](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8473098)** **Rating:** 5.0/5.0 stars _— Brad H._ [Read full review](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8473098) **["Senior Director of Revenue Operations and Accounting"](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8338950)** **Rating:** 5.0/5.0 stars _— Michael K._ [Read full review](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8338950) ### [CobbleStone Contract Insight Enterprise](https://www.g2.com/products/cobblestone-contract-insight-enterprise/reviews) CobbleStone Contract Insight Enterprise is a sophisticated contract lifecycle management (CLM) software solution designed to assist organizations in managing their contracts effectively and efficiently. This B2B software solution caters to a diverse range of professionals, including those in legal, procurement, sales, and risk management, across various industries. By automating and streamlining the entire contract lifecycle, CobbleStone enhances productivity and reduces the complexities associated with contract management. The target audience for CobbleStone includes businesses of all sizes that require a structured approach to contract management. This software is particularly beneficial for organizations that handle a high volume of contracts and need to ensure compliance, mitigate risks, and improve collaboration among stakeholders. Specific use cases for CobbleStone include contract repository and storage, creation, negotiation, execution, and renewal processes, allowing users to maintain oversight and control throughout each stage of the contract lifecycle. Key features of CobbleStone Contract Insight Enterprise include its advanced AI-powered capabilities, which set it apart from traditional contract management solutions. The auto-redlining feature allows users to make precise edits and comments on contracts, ensuring clarity and accuracy during negotiations. Additionally, the agentic AI chatbot provides users with the ability to query contract-related information and generate contracts efficiently, enhancing user experience and reducing the time spent on manual tasks. The software also offers quick AI-powered risk insights, enabling organizations to identify potential issues at a glance, and contract sentiment analysis, which provides suggestions for improving contract terms based on historical data. With over 30 years of industry experience, CobbleStone has established itself as a trusted provider of CLM solutions. The combination of its user-friendly interface and highly configurable features makes it an appealing choice for organizations looking to optimize their contract management processes. By leveraging CobbleStone's capabilities, users can expect to achieve greater efficiency, improved compliance, and enhanced collaboration, ultimately leading to more favorable contract outcomes. **Average Rating:** 4.8/5.0 **Total Reviews:** 45 #### How Do G2 Users Rate CobbleStone Contract Insight Enterprise? - **Ease of Use:** 9.3/10 (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 CobbleStone Contract Insight Enterprise? - **Seller:** [CobbleStone Systems](https://www.g2.com/sellers/cobblestone-systems) - **Company Website:** www.cobblestonesystems.com - **Year Founded:** 1995 - **HQ Location:** Princeton, NJ - **Twitter:** @CobbleStoneCM 631 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6414cef5883e284faa0a520c191c2004f27df47e472bdd16ed3de95c922d60c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1199765%2F&secure%5Burl_type%5D=linkedin_company_website) 149 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Hospital & Health Care, Higher Education - **Company Size:** 62% Medium, 27% Large #### What Do G2 Reviewers Say About CobbleStone Contract Insight Enterprise? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **responsive customer support** of CobbleStone Contract Insight Enterprise, ensuring prompt assistance with their queries. - Users appreciate the **responsive sales team** of CobbleStone Contract Insight Enterprise, enhancing collaboration and support. - Users appreciate the **flexibility and configurability** of CobbleStone Contract Insight, allowing tailored approval processes. - Users value the **responsive client management** of CobbleStone, appreciating the support from dedicated sales and legal staff. - Users appreciate the **simplicity in contract management** and find the service pricing very reasonable. ##### Cons - Users find the **learning difficulty** of CobbleStone Contract Insight Enterprise challenging, especially during initial use. #### What Are Recent G2 Reviews of CobbleStone Contract Insight Enterprise? **["User-Friendly System - Tracking staff productivity and proactive approach to managing contracts"](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12961148)** **Rating:** 5.0/5.0 stars _— Bianca T._ [Read full review](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12961148) **["Incredibly Configurable Platform with Patient, Knowledgeable Onboarding"](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12405218)** **Rating:** 5.0/5.0 stars _— Jake P._ [Read full review](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12405218) #### What Are G2 Users Discussing About CobbleStone Contract Insight Enterprise? - [What does Icertis do?](https://www.g2.com/discussions/cobblestone-contract-insight-enterprise-what-does-icertis-do) - [When did CobbleStone start?](https://www.g2.com/discussions/when-did-cobblestone-start) - 1 comment - [What is CobbleStone app?](https://www.g2.com/discussions/what-is-cobblestone-app) - 1 comment - [What is contract insight?](https://www.g2.com/discussions/what-is-contract-insight) - 1 comment ### [Docspo](https://www.g2.com/products/docspo/reviews) Send beautiful proposals that impress your clients without effort. With a focus on modern design, version control and electronic signatures. Docspo makes it so send interactive proposals that looks great and works across all devices. **Average Rating:** 4.8/5.0 **Total Reviews:** 6 #### How Do G2 Users Rate Docspo? - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind Docspo? - **Seller:** [Docspo](https://www.g2.com/sellers/docspo) - **Year Founded:** 1997 - **HQ Location:** Leopardstown, IE - **Twitter:** @docspo 2 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90917298daae86ef8e127d7f2c8435ad491a47732040935a9d988ef4ae5d17e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficonstrategicsolutions&secure%5Burl_type%5D=linkedin_company_website) 742 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 33% Small #### What Are Recent G2 Reviews of Docspo? **["Smooth and improve the submission of proposals and jobs."](https://www.g2.com/survey_responses/docspo-review-8586988)** **Rating:** 4.5/5.0 stars _— Edilianny S._ [Read full review](https://www.g2.com/survey_responses/docspo-review-8586988) **["Easy to send nice proposals"](https://www.g2.com/survey_responses/docspo-review-4683344)** **Rating:** 4.5/5.0 stars _— Johan S._ [Read full review](https://www.g2.com/survey_responses/docspo-review-4683344) ### [FlippingBook](https://www.g2.com/products/flippingbook/reviews) FlippingBook is an online tool and desktop software for creating professional digital flipbooks. It makes your PDF ebooks, e-catalogs, digital brochures, annual reports, presentations, magazines, and sales collateral interactive. More than 50,000 companies across 179 countries use FlippingBook to create easy-to-use online documents, deliver content across the web, and improve their communication processes. The service works on desktops and mobile devices and can be integrated with third-party systems such as Zapier, Google Analytics, and WordPress. FlippingBook helps small businesses and large renowned brands, such as Unilever, Marriott, Intel, Cartier, FOX, Nestle. **Average Rating:** 4.7/5.0 **Total Reviews:** 292 #### How Do G2 Users Rate FlippingBook? - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind FlippingBook? - **Seller:** [FlippingBook](https://www.g2.com/sellers/flippingbook) - **Year Founded:** 2004 - **HQ Location:** Cospicua, Malta - **Twitter:** @flippingbook 1,120 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=578b8bcabf0f59542885402eb08343749f9ddfbfe83362ce6329577ceeddf7a8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2495509%2F&secure%5Burl_type%5D=linkedin_company_website) 47 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Manager, Marketing Coordinator - **Top Industries:** Marketing and Advertising, Real Estate - **Company Size:** 58% Small, 31% Medium #### What Do G2 Reviewers Say About FlippingBook? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of FlippingBook, making PDF conversions and content access effortless and efficient. - Users value the **intuitive design** of FlippingBook, finding it easy to create engaging and effective content. - Users admire the **high-quality PDF conversions and engaging design** of FlippingBook, enhancing customer satisfaction and resource accessibility. - Users appreciate the **intuitive design and valuable features** of FlippingBook, enhancing communication and engagement effectively. - Users value the **intuitive and user-friendly interface** of FlippingBook, enhancing accessibility and communication for employees and customers. ##### Cons - Users express frustration over **feature limitations** in FlippingBook, impacting document customization and interactivity options. - Users feel the **limited customization** options in FlippingBook restrict their design capabilities and brand flexibility. - Users find the **missing features** in FlippingBook, such as report generation and editing during presentations, limiting their experience. - Users find the **limited features** of FlippingBook frustrating, particularly the lack of customization and reporting options. - Users find FlippingBook to be **expensive** , feeling that its value does not always justify the high cost. #### What Are Recent G2 Reviews of FlippingBook? **["Very happy with FlippingBook"](https://www.g2.com/survey_responses/flippingbook-review-1361061)** **Rating:** 5.0/5.0 stars _— Peter J._ [Read full review](https://www.g2.com/survey_responses/flippingbook-review-1361061) **["Stable Links and Great Value for Managing Many FlippingBooks"](https://www.g2.com/survey_responses/flippingbook-review-12496818)** **Rating:** 5.0/5.0 stars _— Loni S._ [Read full review](https://www.g2.com/survey_responses/flippingbook-review-12496818) #### What Are G2 Users Discussing About FlippingBook? - [What is FlippingBook used for?](https://www.g2.com/discussions/what-is-flippingbook-used-for) - [How much does flipbook cost?](https://www.g2.com/discussions/how-much-does-flipbook-cost) - 1 comment - [Is flipbook free?](https://www.g2.com/discussions/is-flipbook-free) - 1 comment - [What is the best flipbook software?](https://www.g2.com/discussions/what-is-the-best-flipbook-software) - 1 comment - [What is FlippingBook?](https://www.g2.com/discussions/what-is-flippingbook) - 3 comments - [‹ Prev‹ Prev](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=5#product-list) - [1](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score#product-list) - [2](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=4#product-list) - [5](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=5#product-list) - 6 - [7](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=7#product-list) - [8](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=8#product-list) - [9](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=9#product-list) - [10](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=10#product-list) - … - [19](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=19#product-list) - [20](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=20#product-list) - [Next ›Next ›](/categories/proposal?open_modal_url=%2Fproducts%2Fquotient%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%26source%3Dcategory&order=g2_score&page=7#product-list) Spotlight Categories [Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking) [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) [Payment Processing Software](https://www.g2.com/categories/payment-processing) [Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim) [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration) Similar Categories - [CPQ](/categories/cpq) - [Pricing](/categories/pricing) - [Quote-to-Cash](/categories/quote-to-cash) - [Visual Configuration](/categories/visual-configuration) [Browse Proposal Themes](/categories/proposal/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated December 20, 2024 **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process Show More * * * ## 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.