# Best Proposal Software ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 294 ### Category Stats (Aug 2026) - **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month _Last updated: August 04, 2026_ ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,600+ Authentic Reviews - 294+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Proposal Software ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=164780&focus%5B%5D=6327&focus%5B%5D=19019) Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, Anchor, Ignition, and DealHub AI. Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=dealhub-ai) **Sponsored** ### Anchor Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-07T18%3A50%3A36Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=164780&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3FhsCtaTracking%3D5f441786-29d7-4178-b2b4-080a2c18121e%257C760827c8-b24b-4b79-ad17-1d03517883ea&secure%5Btoken%5D=fb6d6e8da92a1aafe75a21c1bcdae6ecbcc4a06458c4b9a0e5149143a13cead6&secure%5Burl%5D=https%3A%2F%2Fwww.sayanchor.com%2Flp%2Fget-started-for-free%3Futm_medium%3Dcpc%26utm_channel%3Dpaid_media%26utm_source%3Dg2%26utm_campaign%3D986543217-g2_cpc_ads&secure%5Burl_type%5D=custom_url) ### [PandaDoc](https://www.g2.com/products/pandadoc/reviews) PandaDoc is an all-in-one document management platform trusted by 50,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,447 #### How Do G2 Users Rate PandaDoc? - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind PandaDoc? - **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc) - **Company Website:** www.pandadoc.com - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @pandadoc 18,428 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=40ca5f565283ec365ee9960a9ae5dd31d786fbaa6c410fe3d86b23a96392cfce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2211704%2F&secure%5Burl_type%5D=linkedin_company_website) 883 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 68% Small, 26% Medium #### What Do G2 Reviewers Say About PandaDoc? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing. - Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly. - Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization. - Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient. - Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly. ##### Cons - Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates. - Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions. - Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges. - Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration. - Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes. #### What Are Recent G2 Reviews of PandaDoc? **["Smooth File Integration, Fast Support, and a Feasible UI"](https://www.g2.com/survey_responses/pandadoc-review-13129698)** **Rating:** 4.5/5.0 stars _— R K B._ [Read full review](https://www.g2.com/survey_responses/pandadoc-review-13129698) **["PandaDoc gives marketing control without slowing sales down"](https://www.g2.com/survey_responses/pandadoc-review-13115170)** **Rating:** 4.5/5.0 stars _— Valeria B._ [Read full review](https://www.g2.com/survey_responses/pandadoc-review-13115170) #### What Are G2 Users Discussing About PandaDoc? - [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments - [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments - [How much does PandaDoc cost?](https://www.g2.com/discussions/how-much-does-pandadoc-cost) - 2 comments - [Is PandaDoc really free?](https://www.g2.com/discussions/is-pandadoc-really-free) - 3 comments ### [GetAccept](https://www.g2.com/products/getaccept/reviews) GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,252 #### How Do G2 Users Rate GetAccept? - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind GetAccept? - **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc) - **Company Website:** www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept 1,433 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6727d6b862761e7dd8a49f4f49ee33491cdac2784341b003b2227fed536056c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10154116%2F&secure%5Burl_type%5D=linkedin_company_website) 154 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Sales Manager, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 50% Small, 43% Medium #### What Do G2 Reviewers Say About GetAccept? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of GetAccept, highlighting its supportive environment and user-friendly setup. - Users value the **great customer support** from GetAccept, consistently highlighting its responsiveness and helpfulness. - Users find GetAccept to be **intuitive and easy to edit** , making document management seamless for everyone. - Users value the **great customer service** from GetAccept, which enhances their overall experience and satisfaction. - Users appreciate the **time-saving features** of GetAccept, benefiting from centralized accessibility and efficient automation. ##### Cons - Users feel the lack of **dark mode** is an eyestrain issue and struggle with visual representation of multiple signees. - Users find **limited customization** with GetAccept, leading to frustrations and complex processes due to inflexible templates. - Users experience **poor integration** issues with GetAccept, often facing troubleshooting and error messages that hinder usability. - Users find **template issues** in GetAccept frustrating, as they complicate contract management and increase internal friction. - Users find the **difficult editing** experience in GetAccept limits their ability to make necessary adjustments efficiently. #### What Are Recent G2 Reviews of GetAccept? **["GetAccept: a daily productivity accelerator"](https://www.g2.com/survey_responses/getaccept-review-13042858)** **Rating:** 5.0/5.0 stars _— Christelle A._ [Read full review](https://www.g2.com/survey_responses/getaccept-review-13042858) **["GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot"](https://www.g2.com/survey_responses/getaccept-review-13036866)** **Rating:** 5.0/5.0 stars _— Franck T._ [Read full review](https://www.g2.com/survey_responses/getaccept-review-13036866) ### [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,300 #### How Do G2 Users Rate Responsive, formerly RFPIO? - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.8/10) #### Who Is the Company Behind Responsive, formerly RFPIO? - **Seller:** [Responsive](https://www.g2.com/sellers/responsive) - **Company Website:** www.responsive.io - **Year Founded:** 2016 - **HQ Location:** Frisco, Texas - **Twitter:** @responsiveio 1,735 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=82217c41f6a5e492d82f08bf2e615eda4cafadcdbd2bcc37d9ca3f315e279e7d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fresponsiveio&secure%5Burl_type%5D=linkedin_company_website) 716 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Medium, 39% Large #### What Do G2 Reviewers Say About Responsive, formerly RFPIO? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Responsive, making RFI management intuitive and efficient. - Users value the **user-friendly interface** and effective features that streamline response processes and enhance productivity. - Users value the **efficiency** of Responsive, which simplifies collaboration and accelerates response delivery for RFPs. - Users appreciate the **time-saving features** of Responsive, enhancing efficiency in project management and content reuse. - Users value the **efficient team collaboration** features of Responsive, enhancing project management and response coordination. ##### Cons - Users note a **steep initial learning curve** for advanced features, despite helpful support documentation and resources. - Users find the **UI not intuitive** , especially for new users who struggle to navigate the platform efficiently. - Users miss the **missing features** like Q&A pair notifications and support for additional formats. - Users find the **non-intuitive features** of Responsive frustrating, complicating their searching experience and navigation. - Users find the **difficult learning** curve challenging initially, but support resources help ease the process over time. #### What Are Recent G2 Reviews of Responsive, formerly RFPIO? **["Effortless RFP Management, Clean and Simple Interface"](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)** **Rating:** 5.0/5.0 stars _— Jack P._ [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533) **["Powerful AI and Document Management for better responses"](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11884656)** **Rating:** 4.0/5.0 stars _— Rui D._ [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11884656) #### What Are G2 Users Discussing About Responsive, formerly RFPIO? - [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### [Oracle CPQ](https://www.g2.com/pt/products/oracle-cpq/reviews) Oracle CPQ Cloud (anteriormente BigMachines) ajuda as empresas a vender produtos, serviços e soluções mais rapidamente. Com a força da infraestrutura Oracle Cloud, você pode ter a certeza de que este portal de receita é de nível empresarial, performante e seguro. Oracle CPQ Cloud pode ser implantado de forma independente ou em conjunto com as principais plataformas de CRM, eCommerce, Serviço e ERP para proporcionar experiências de cliente omnicanal, enquanto elimina o atrito de cotação para pagamento. **Average Rating:** 4.0/5.0 **Total Reviews:** 247 #### How Do G2 Users Rate Oracle CPQ? - **Facilidade de Uso:** 7.8/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.4/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.2/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Oracle CPQ? - **Vendedor:** [Oracle](https://www.g2.com/pt/sellers/oracle) - **Ano de Fundação:** 1977 - **Localização da Sede:** Austin, TX - **Twitter:** @Oracle 827,997 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 funcionários no LinkedIn® - **Propriedade:** NYSE:ORCL #### Who Uses This Product? - **Top Industries:** Tecnologia da Informação e Serviços, Software de Computador - **Company Size:** 53% Large, 32% Medium #### What Do G2 Reviewers Say About Oracle CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** no Oracle CPQ, simplificando processos de vendas complexos e aprimorando as capacidades de autoatendimento. - Os usuários valorizam os **recursos que economizam tempo** do Oracle CPQ, agilizando cotações e aumentando a eficiência no processo de vendas. - Os usuários valorizam a **eficiência do Oracle CPQ** , que simplifica os processos de cotação e precificação, ao mesmo tempo que melhora a precisão e a velocidade. - Os usuários valorizam a **eficiência de vendas** do Oracle CPQ, simplificando processos e melhorando a precisão das cotações de forma contínua. - Os usuários valorizam as **integrações perfeitas** do Oracle CPQ com várias plataformas e aplicativos Oracle Cloud para fluxos de trabalho eficientes. ##### Cons - Os usuários acham que a **complexidade** do Oracle CPQ na configuração e instalação pode dificultar a implementação inicial e a facilidade de uso. - Os usuários enfrentam **problemas de bugs** com o Oracle CPQ, afetando o desempenho, os tempos de carregamento e o manuseio de dados durante o uso. - Os usuários acham a **configuração complexa** do Oracle CPQ desafiadora, especialmente ao lidar com regras de preços personalizadas e configurações. - Os usuários enfrentam uma **experiência inicial difícil** com o Oracle CPQ devido à sua complexidade e curva de aprendizado acentuada. - Os usuários acham a **curva de aprendizado acentuada** do Oracle CPQ desafiadora, resultando em um longo período de adaptação para novos administradores. #### What Are Recent G2 Reviews of Oracle CPQ? **["Ferramenta realmente sólida para simplificar o processo de cotação e lidar com estruturas de negócios altamente flexíveis."](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12950580)** **Rating:** 5.0/5.0 stars _— Jeannie E._ [Read full review](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12950580) **["Oracle CPQ simplifica vendas complexas com vendas guiadas poderosas e automação"](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12710518)** **Rating:** 5.0/5.0 stars _— Manisha Reddy K._ [Read full review](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12710518) #### What Are G2 Users Discussing About Oracle CPQ? - [Para que é usado o Oracle CPQ?](https://www.g2.com/pt/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/pt/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/pt/discussions/what-is-cpq-in-crm) - [What is Oracle CPQ cloud?](https://www.g2.com/pt/discussions/what-is-oracle-cpq-cloud) ### [Qwilr](https://www.g2.com/products/qwilr/reviews) Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/ **Average Rating:** 4.6/5.0 **Total Reviews:** 900 #### How Do G2 Users Rate Qwilr? - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10) #### Who Is the Company Behind Qwilr? - **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr) - **Company Website:** qwilr.com - **Year Founded:** 2014 - **HQ Location:** Redfern, New South Wales - **Twitter:** @Qwilr 2,506 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1fb3a2f5466bb6e351edb34247b9a352565e78985f93d5bb9c706080d58c325a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5173204%2F&secure%5Burl_type%5D=linkedin_company_website) 104 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small, 16% Medium #### What Do G2 Reviewers Say About Qwilr? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Qwilr, finding the interface simple and customization quick and effective. - Users love Qwilr's **customizable templates** , enhancing their proposals with a professional touch and intuitive interface. - Users find the **easy setup** of Qwilr intuitive, allowing effortless creation of proposals without needing support. - Users praise Qwilr for its **simplicity and efficiency** , enhancing workflow and collaboration across teams effortlessly. - Users value the **excellent customer support** from Qwilr, enhancing their experience with responsive assistance and guidance. ##### Cons - Users feel that Qwilr has **limited customization** options, making it difficult to achieve desired edits and layouts. - Users are frustrated with **integration issues** , particularly with QuickBooks and payment options, impacting overall satisfaction. - Users note **missing features** , such as CMS-like design tools and better integrations, affecting their overall experience. - Users struggle with **difficult editing** , often feeling limited in formatting control and facing cumbersome customization challenges. - Users find the **limited features** of Qwilr restrict usability, especially with content arrangement and integrated scheduling tools. #### What Are Recent G2 Reviews of Qwilr? **["User-Friendly, Time-Saving Quotes with Live Updates in Qwilr"](https://www.g2.com/survey_responses/qwilr-review-13175337)** **Rating:** 5.0/5.0 stars _— Julie B._ [Read full review](https://www.g2.com/survey_responses/qwilr-review-13175337) **["Flexible Drag-and-Drop Proposals, Great HubSpot Integration, and Stellar Support"](https://www.g2.com/survey_responses/qwilr-review-12950377)** **Rating:** 5.0/5.0 stars _— Ryan P._ [Read full review](https://www.g2.com/survey_responses/qwilr-review-12950377) #### What Are G2 Users Discussing About Qwilr? - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ### [Anchor](https://www.g2.com/pt/products/anchor-anchor/reviews) Anchor é a principal plataforma de automação de AR que garante que empresas de serviços sejam pagas pontualmente, sempre, sem esforço. Sem taxas de assinatura, a Anchor combina propostas, acordos, faturamento e pagamentos em um fluxo de trabalho contínuo. Os clientes são cobrados e debitados automaticamente com base em acordos dinâmicos, e tudo é sincronizado em tempo real com seu livro razão geral. Projetada para contadores, consultores, agências e prestadores de serviços, a Anchor elimina tarefas manuais de faturamento, reduz erros humanos e ajuda a prevenir vazamentos de receita. • Feche negócios mais rapidamente com propostas online personalizadas • Envie acordos flexíveis que evoluem com o escopo e os termos • Automatize o faturamento: recorrente, por hora, fixo ou único • Aceite ACH ou cartões de crédito com configurações de taxas ajustáveis • Colabore através de funções, permissões e trilhas de auditoria • Ofereça aos clientes um portal de autoatendimento e lembretes automáticos • Sincronize com QuickBooks Online, Xero e mais de 5.000 aplicativos via Zapier Apenas $5 por pagamento. Sem assinaturas. Sem limites. **Average Rating:** 4.9/5.0 **Total Reviews:** 123 #### How Do G2 Users Rate Anchor? - **Facilidade de Uso:** 9.3/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.7/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 9.2/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Anchor? - **Vendedor:** [Anchor](https://www.g2.com/pt/sellers/anchor) - **Website da Empresa:** www.sayanchor.com - **Ano de Fundação:** 2021 - **Localização da Sede:** New York, US - **Twitter:** @Say\_anchor\_ 169 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a51e6f40e23459f5e825d9c0e0f320ca1a31bed8136341c64121a9e1f8f9205&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanchor-pay%2F&secure%5Burl_type%5D=linkedin_company_website) 117 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Proprietário, CEO - **Top Industries:** Contabilidade, Consultoria - **Company Size:** 98% Small, 2% Medium #### What Do G2 Reviewers Say About Anchor? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários valorizam a **automação que economiza tempo** do Anchor, permitindo faturamento sem complicações e gestão eficiente de propostas. - Os usuários acham o Anchor notavelmente **fácil de usar** , com uma configuração simples e recursos amigáveis para eficiência. - Os usuários valorizam a **automação** de faturamento e elaboração de propostas, simplificando significativamente seu fluxo de trabalho geral e aumentando a eficiência. - Os usuários elogiam o Anchor por sua **eficiência** , simplificando significativamente os processos de propostas, contratos e faturamento para um profissionalismo aprimorado. - Os usuários valorizam a **flexibilidade** do Anchor, aprimorando o profissionalismo e simplificando vários processos de negócios sem esforço. ##### Cons - Os usuários acham **problemas de pagamento** desafiadores, especialmente com planos de projeto complexos e o desejo de financiamento para o dia seguinte. - Os usuários observam que os **atrasos no processamento** melhoraram, mas ainda há um desejo por opções de financiamento no dia seguinte. - Os usuários desejam mais **opções de personalização** no Anchor, particularmente em relação a lembretes de e-mail e modificações de acordos. - Os usuários observam uma **curva de aprendizado acentuada** com o Anchor, exigindo tempo e esforço para dominar seus recursos de forma eficaz. - Os usuários ainda estão frustrados com o **atraso de 10 dias nos pagamentos** usando pagamentos ACH, apesar das melhorias nos tempos de transferência de fundos. #### What Are Recent G2 Reviews of Anchor? **["Propostas Intuitivas com Configuração Rápida e Faturamento Integrado"](https://www.g2.com/pt/survey_responses/anchor-review-12951275)** **Rating:** 4.5/5.0 stars _— Jennifer H._ [Read full review](https://www.g2.com/pt/survey_responses/anchor-review-12951275) **["Solução Tudo-em-Um para Propostas e Pagamentos"](https://www.g2.com/pt/survey_responses/anchor-review-12769161)** **Rating:** 4.5/5.0 stars _— Emily H._ [Read full review](https://www.g2.com/pt/survey_responses/anchor-review-12769161) ### [Ignition](https://www.g2.com/products/ignition/reviews) From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows **Average Rating:** 4.7/5.0 **Total Reviews:** 122 #### How Do G2 Users Rate Ignition? - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.1/10 (Category avg: 8.8/10) #### Who Is the Company Behind Ignition? - **Seller:** [Ignition](https://www.g2.com/sellers/ignition) - **Company Website:** www.ignitionapp.com - **Year Founded:** 2013 - **HQ Location:** Chippendale, Australia - **Twitter:** @ignitionapp 11,259 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a9c9ae4c3ab75b33540e1b21ce6cef652f862c218c05b4bc6d23b38a3f283e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2602590%2F&secure%5Burl_type%5D=linkedin_company_website) 345 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Director - **Top Industries:** Accounting, Marketing and Advertising - **Company Size:** 89% Small, 3% Medium #### What Do G2 Reviewers Say About Ignition? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Ignition, citing its intuitive interface and seamless client interactions. - Users praise the **first-rate customer support** of Ignition, appreciating its helpfulness and availability for urgent inquiries. - Users find the **easy setup** of Ignition seamless, enhancing their experience and streamlining client engagement. - Users find Ignition to be a **time-saving solution** , streamlining proposals, invoicing, and client interactions effortlessly. - Users praise Ignition for its **efficiency in streamlining operations** , significantly enhancing their onboarding and client engagement processes. ##### Cons - Users find Ignition to be **extremely expensive** , making it a financial challenge despite its positive impact on their business. - Users note a **significant learning curve** for Ignition, requiring time and experience to master its functionalities. - Users desire **more customization options** in pricing and forms, limiting flexibility for unique client requests. - Users note a lack of **customization features** in Ignition, limiting their ability to efficiently send checklists to clients. - Users find **payment issues** challenging, including high fees and limited refund options impacting efficiency and cost management. #### What Are Recent G2 Reviews of Ignition? **["Streamlined Proposals & Invoicing with Ease"](https://www.g2.com/survey_responses/ignition-review-13179637)** **Rating:** 4.5/5.0 stars _— Kevin L._ [Read full review](https://www.g2.com/survey_responses/ignition-review-13179637) **["All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing"](https://www.g2.com/survey_responses/ignition-review-12759341)** **Rating:** 4.5/5.0 stars _— Angela K._ [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) #### What Are G2 Users Discussing About Ignition? - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze. **Average Rating:** 4.7/5.0 **Total Reviews:** 845 #### How Do G2 Users Rate DealHub AI? - **Ease of Use:** 9.0/10 (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:** 9.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind DealHub AI? - **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io) - **Company Website:** dealhub.ai - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO 3,887 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website) 322 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Sales Operations Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Medium, 23% Small #### What Do G2 Reviewers Say About DealHub AI? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs. - Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams. - Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes. - Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation. - Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms. ##### Cons - Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI. - Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully. - Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use. - Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process. - Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates. #### What Are Recent G2 Reviews of DealHub AI? **["Flexible, Scalable DealHub with Intuitive Admin and Responsive Support"](https://www.g2.com/survey_responses/dealhub-ai-review-13187190)** **Rating:** 4.5/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13187190) **["Clean dealroom user experience, with class leading onboarding covering a technically clunky product"](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)** **Rating:** 4.0/5.0 stars _— Thomas C._ [Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13169218) #### What Are G2 Users Discussing About DealHub AI? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments - [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments - [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub) ### [Loopio](https://www.g2.com/pt/products/loopio/reviews) Loopio é um software de gestão de respostas projetado para ajudar empresas de grande porte a otimizar seus processos de resposta para Solicitações de Propostas (RFPs), Solicitações de Informações (RFIs), Questionários de Segurança, Questionários de Diligência Prévia (DDQs) e outros documentos semelhantes. Esta solução inovadora utiliza tecnologia avançada de aprendizado de máquina, especificamente sua Response Intelligence™ proprietária, para aumentar a eficiência e a eficácia do processo de resposta. Ao fornecer insights e recomendações acionáveis, Loopio permite que os usuários trabalhem de forma mais inteligente, levando, em última análise, à criação de propostas mais atraentes. Loopio atende a uma ampla gama de indústrias, incluindo tecnologia, finanças, saúde e serviços profissionais. Com o Loopio, os usuários podem reduzir significativamente o tempo e o esforço gastos na elaboração de respostas, permitindo que se concentrem em iniciativas estratégicas e outras atividades empresariais críticas. Os principais recursos do Loopio incluem sua interface de usuário intuitiva, uma biblioteca de conteúdo abrangente e ferramentas de colaboração robustas. A biblioteca de conteúdo permite que os usuários armazenem e organizem respostas usadas anteriormente, facilitando a recuperação e adaptação para novas propostas. As ferramentas de colaboração permitem que os membros da equipe trabalhem juntos de forma integrada, garantindo que todas as partes interessadas possam contribuir com sua expertise e insights. Além disso, as capacidades analíticas do software fornecem métricas valiosas sobre o desempenho das respostas, ajudando as equipes a identificar áreas para melhoria e otimizar sua abordagem ao longo do tempo. Os benefícios de usar o Loopio vão além da mera economia de tempo. As organizações que implementam este software frequentemente experimentam um aumento significativo no número de respostas a RFPs concluídas, com algumas relatando até 51% de melhoria. Além disso, os usuários podem economizar até 42% do tempo gasto no processo de resposta, permitindo que alocem recursos de forma mais eficaz. Mais notavelmente, empresas que utilizam o Loopio relataram um aumento de 85% na taxa de sucesso para ganhar novos negócios, destacando o impacto do software no desempenho geral e na competitividade no mercado. Com mais de 1.700 empresas confiando no Loopio para aprimorar suas capacidades de resposta, o software se estabeleceu como uma solução confiável no campo da gestão de respostas. Ao combinar tecnologia avançada com recursos fáceis de usar, o Loopio capacita as organizações a responder mais rapidamente, melhorar a qualidade de suas submissões e, em última análise, garantir mais oportunidades de negócios. **Average Rating:** 4.6/5.0 **Total Reviews:** 804 #### How Do G2 Users Rate Loopio? - **Facilidade de Uso:** 9.1/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.6/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.0/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Loopio? - **Vendedor:** [Loopio Inc.](https://www.g2.com/pt/sellers/loopio-inc) - **Website da Empresa:** www.loopio.com - **Ano de Fundação:** 2014 - **Localização da Sede:** Toronto - **Twitter:** @loopioinc 1,664 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26e18252a27ea9b9afc218abedddfce1956cec43fe42c92afba110ae9fcf4a9e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5020707%2F&secure%5Burl_type%5D=linkedin_company_website) 299 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de Propostas, Gerente de Licitações - **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços - **Company Size:** 51% Medium, 34% Large #### What Do G2 Reviewers Say About Loopio? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** do Loopio, tornando as respostas a RFPs eficientes e a colaboração perfeita. - Os usuários apreciam o Loopio por sua **eficiência aprimorada** através de busca fácil, acesso rápido à informação e configuração sem complicações. - Os usuários valorizam o Loopio por seus **recursos que economizam tempo** , otimizando o gerenciamento de propostas e melhorando a colaboração e eficiência da equipe. - Os usuários apreciam o Loopio por seu **motor de busca fácil de usar e recursos de colaboração sem interrupções** , melhorando a eficiência e a comunicação nos projetos. - Os usuários valorizam o **design intuitivo** do Loopio, tornando a recuperação de informações e a colaboração contínuas e eficientes. ##### Cons - Os usuários observam que a **falta de recursos** como melhor mapeamento do Word e opções de pesquisa por palavras-chave limitam a eficácia do Loopio. - Os usuários enfrentam **limitações ocasionais de pesquisa** e dificuldades com a importação de respostas, impactando a usabilidade geral do Loopio. - Os usuários enfrentam dificuldades com **problemas de formatação** no Loopio, achando difícil manter a consistência durante exportações e edições. - Os usuários acham os **problemas de exportação** frustrantes, observando a funcionalidade desajeitada e a falta de opções de filtragem. - Os usuários acham que os **recursos limitados** do Loopio impedem a configurabilidade e a intuitividade, afetando a experiência geral do usuário e a eficiência. #### What Are Recent G2 Reviews of Loopio? **["Plataforma RFP confiável com forte colaboração, mas a IA e o gerenciamento de conteúdo ainda precisam de melhorias"](https://www.g2.com/pt/survey_responses/loopio-review-11957602)** **Rating:** 4.0/5.0 stars _— Usuário Verificado em Serviços Financeiros_ [Read full review](https://www.g2.com/pt/survey_responses/loopio-review-11957602) **["Loopio mudou a forma como eu respondo a licitações"](https://www.g2.com/pt/survey_responses/loopio-review-11267001)** **Rating:** 5.0/5.0 stars _— Jack W._ [Read full review](https://www.g2.com/pt/survey_responses/loopio-review-11267001) #### What Are G2 Users Discussing About Loopio? - [What is Loopio used for?](https://www.g2.com/pt/discussions/what-is-loopio-used-for) - 1 comment - [Para que é usado o Avnio RFx?](https://www.g2.com/pt/discussions/what-is-avnio-rfx-used-for) - [Para que serve o Avnio Tables?](https://www.g2.com/pt/discussions/what-is-avnio-tables-used-for) ### [Jotform Sign](https://www.g2.com/pt/products/jotform-sign/reviews) Jotform Sign é uma plataforma poderosa de assinaturas eletrônicas que combina assinaturas digitais com automação integrada para simplificar os fluxos de trabalho de documentos. Crie, compartilhe e colete assinaturas eletrônicas legalmente vinculativas em qualquer dispositivo — sem escrever uma única linha de código. Carregue um PDF existente, escolha entre mais de 800 modelos projetados profissionalmente ou construa um documento personalizado do zero usando o construtor de documentos intuitivo de arrastar e soltar da Jotform. Projetado para máxima flexibilidade, o Jotform Sign é ideal para renúncias, formulários de consentimento, contratos de locação, contratos de venda, documentos de integração e qualquer fluxo de trabalho que exija assinaturas seguras. Personalize cada parte do seu documento para corresponder à sua marca carregando seu logotipo, selecionando fontes e cores e ajustando elementos de layout. Você também pode adicionar vários signatários, definir uma ordem de assinatura automatizada passo a passo, definir permissões de acesso e personalizar suas notificações por e-mail. Essas ferramentas de automação ajudam a reduzir tarefas manuais, prevenir gargalos e acelerar ciclos de aprovação. O Jotform Sign funciona perfeitamente em todos os dispositivos, para que os destinatários possam revisar e assinar documentos de seu telefone, tablet ou laptop com uma experiência suave e amigável. Cada documento inclui um trilho de auditoria detalhado, garantindo conformidade, transparência e manutenção de registros confiáveis. Seja lidando com renúncias, acordos, contratos, formulários de consentimento ou aprovações internas, o Jotform Sign automatiza tarefas repetitivas e elimina as etapas lentas e desatualizadas dos processos baseados em papel. Todos os documentos assinados são armazenados com segurança e podem ser facilmente exportados, organizados, compartilhados ou integrados aos seus fluxos de trabalho existentes. Ao combinar assinaturas digitais com automação, o Jotform Sign ajuda as empresas a reduzir os tempos de resposta, melhorar a precisão e aprimorar a experiência de assinatura para clientes, funcionários e parceiros. Diga adeus à digitalização, impressão e acompanhamentos manuais — e gerencie todo o seu fluxo de trabalho de assinaturas online com uma plataforma de assinaturas eletrônicas rápida, moderna e confiável. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,686 #### How Do G2 Users Rate Jotform Sign? - **Facilidade de Uso:** 9.2/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.2/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.1/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.4/10 (Category avg: 8.8/10) #### Who Is the Company Behind Jotform Sign? - **Vendedor:** [Jotform](https://www.g2.com/pt/sellers/jotform) - **Website da Empresa:** www.jotform.com - **Ano de Fundação:** 2006 - **Localização da Sede:** San Francisco, California - **Twitter:** @Jotform 39,289 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8baa6a5c796d62ca5df3355392c638c519f99283c496ed24278490484f9fcca1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3541463%2F&secure%5Burl_type%5D=linkedin_company_website) 901 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Proprietário, CEO - **Top Industries:** Gestão de Organizações Sem Fins Lucrativos, Saúde, Bem-estar e Fitness - **Company Size:** 73% Small, 16% Medium #### What Do G2 Reviewers Say About Jotform Sign? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários valorizam a **facilidade de uso sem atritos** com o Jotform Sign, aumentando a velocidade e simplificando os processos de assinatura de documentos. - Os usuários adoram a **configuração fácil** do Jotform Sign, tornando a criação de formulários e a gestão de assinaturas muito simples. - Os usuários acham o Jotform Sign **simples e intuitivo** , tornando a assinatura e o gerenciamento de documentos sem esforço para todos. - Os usuários adoram o **processo de assinatura sem atrito** do Jotform Sign, que aumenta a eficiência e simplifica o gerenciamento de documentos. - Os usuários apreciam a **fácil criação** de formulários no Jotform Sign, achando-o fácil de usar e eficiente para suas necessidades. ##### Cons - Os usuários acham as **limitações de assinatura** frustrantes, especialmente com os limites restritivos de submissão que afetam a usabilidade. - Os usuários acham o Jotform Sign **um pouco caro** , limitando o acesso a recursos essenciais sem uma atualização paga. - Os usuários acham as **opções limitadas de personalização** frustrantes, desejando mais flexibilidade no design e na funcionalidade. - Os usuários relatam **problemas de acesso ao formulário** e opções limitadas, complicando sua experiência e necessitando de melhorias para eficiência. - Os usuários acham que o Jotform Sign carece de **flexibilidade em recursos** , limitando opções para pagamentos, descontos e variações de produtos. #### What Are Recent G2 Reviews of Jotform Sign? **["A melhor solução de assinatura eletrônica para empresas em crescimento"](https://www.g2.com/pt/survey_responses/jotform-sign-review-13068219)** **Rating:** 5.0/5.0 stars _— Christopher P._ [Read full review](https://www.g2.com/pt/survey_responses/jotform-sign-review-13068219) **["Configuração Super Fácil com Recursos Potenciados por IA"](https://www.g2.com/pt/survey_responses/jotform-sign-review-13069722)** **Rating:** 4.5/5.0 stars _— Adrien F._ [Read full review](https://www.g2.com/pt/survey_responses/jotform-sign-review-13069722) ### [RELAYTO AI](https://www.g2.com/pt/products/relayto-ai/reviews) Como multiplicar por 100 o impacto do seu conteúdo? RELAYTO é a plataforma de experiência de conteúdo interativo impulsionada por IA que transforma cada PDF, PowerPoint, MP4 ou imagem estática em uma experiência de escolha do seu próprio caminho. Confira nossa própria jornada de compra impulsionada pelo RELAYTO que começou como uma apresentação convencional aqui: https://rla.to/pitch Em minutos, sem necessidade de código, você pode arrastar e soltar arquivos em nosso construtor intuitivo, adicionar camadas de vídeo, áudio, formulários e CTAs, e publicar um microsite responsivo que se parece mais com a Netflix do que com um flipbook. O resultado é um hub interativo de materiais de vendas, uma sala de vendas digital ou um microsite de proposta seguro que os compradores consomem em qualquer dispositivo enquanto se autoeducam no seu próprio ritmo. Nos bastidores, as análises de engajamento de conteúdo impulsionadas por IA do RELAYTO capturam a linguagem corporal digital 360°—mapas de calor por página, profundidade de rolagem, tempo de permanência, replays, insights de mapa de calor de documentos e pontuação de intenção—entregando as análises de PDF que as suítes legadas de habilitação de vendas não conseguem. Alertas em tempo real destacam visualizadores com alta intenção para que equipes de receita, profissionais de marketing baseados em contas e gerentes de sucesso do cliente possam priorizar o acompanhamento, encurtar ciclos de negócios e provar o ROI do conteúdo com confiança baseada em dados. Segurança e escala são padrão: crie experiências interativas públicas ou privadas ilimitadas, proteja-as com permissões granulares, SSO, marca d'água e controles de conformidade, ou abra-as com links de incorporação amigáveis para SEO em e-mails, LinkedIn, HubSpot, Salesforce, seu CMS e em qualquer lugar que um único link possa viajar. De e-books e white papers em flipbook impulsionados por IA a apresentações interativas, microsites de propostas, portais de demonstração e salas de vendas digitais, RELAYTO é a maneira mais simples de transformar documentos entediantes em experiências cativantes e mensuráveis que aumentam o engajamento, a conversão e a receita. https://relayto.com/showcase **Average Rating:** 4.7/5.0 **Total Reviews:** 455 #### How Do G2 Users Rate RELAYTO AI? - **Facilidade de Uso:** 9.4/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 9.5/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 9.6/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 9.4/10 (Category avg: 8.8/10) #### Who Is the Company Behind RELAYTO AI? - **Vendedor:** [Relayto](https://www.g2.com/pt/sellers/relayto) - **Ano de Fundação:** 2023 - **Localização da Sede:** San Francisco , California - **Twitter:** @relayter 2,206 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=408237fad51bad5839b334c5ae7943ac342f3084a3538c6b5a390226a0e3e475&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frelayto%2F&secure%5Burl_type%5D=linkedin_company_website) 46 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Estudante, Assistente Executivo - **Top Industries:** Marketing e Publicidade, Tecnologia da Informação e Serviços - **Company Size:** 62% Small, 23% Medium #### What Do G2 Reviewers Say About RELAYTO AI? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham a **facilidade de uso** do RELAYTO AI notável, permitindo que qualquer pessoa crie conteúdo envolvente sem esforço e sem necessidade de codificação. - Os usuários apreciam os **recursos de personalização** do RELAYTO AI, aprimorando apresentações de documentos com ferramentas e modelos impulsionados por IA. - Os usuários elogiam a **interface amigável** do RELAYTO AI, que simplifica a criação de conteúdo interativo e aumenta a produtividade. - Os usuários apreciam os **modelos de alta qualidade** e os recursos do RELAYTO AI, melhorando sua produtividade e experiência de personalização. - Os usuários elogiam a **fácil criação** de conteúdo interativo com o RELAYTO, beneficiando-se de recursos e modelos fáceis de usar. ##### Cons - Os usuários notam uma **curva de aprendizado** com o RELAYTO, mas acham o esforço recompensador à medida que se adaptam e se destacam. - Os usuários podem enfrentar uma **dificuldade de aprendizado** com o RELAYTO AI, exigindo tempo para compreender totalmente seus recursos avançados. - Os usuários experimentam uma **curva de aprendizado acentuada** inicialmente ao usar o Relayto AI, apesar de sua eventual facilidade de uso. - Os usuários acham que a **dificuldade inicial** com o Relayto AI pode prejudicar sua experiência, especialmente para novos usuários. - Os usuários enfrentam uma **dificuldade inicial de uso** com o Relayto, impactando sua capacidade de criar apresentações interativas rapidamente. #### What Are Recent G2 Reviews of RELAYTO AI? **["RELAYTO AI torna as apresentações interativas e polidas rápidas e fáceis"](https://www.g2.com/pt/survey_responses/relayto-ai-review-12935383)** **Rating:** 4.5/5.0 stars _— Cooper L._ [Read full review](https://www.g2.com/pt/survey_responses/relayto-ai-review-12935383) **["Transformando Conteúdo Estático em Experiências Envolventes"](https://www.g2.com/pt/survey_responses/relayto-ai-review-12963519)** **Rating:** 4.5/5.0 stars _— Connor D._ [Read full review](https://www.g2.com/pt/survey_responses/relayto-ai-review-12963519) #### What Are G2 Users Discussing About RELAYTO AI? - [Para que é usado o HubSpot?](https://www.g2.com/pt/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/pt/discussions/what-are-playbooks) - [O que o Google Analytics pode fazer?](https://www.g2.com/pt/discussions/what-can-google-analytics-do) - 2 comments - [What is RELAYTO?](https://www.g2.com/pt/discussions/what-is-relayto) - 1 comment ### [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. **Average Rating:** 4.6/5.0 **Total Reviews:** 561 #### How Do G2 Users Rate DocSend? - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind DocSend? - **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox) - **Company Website:** www.dropbox.com - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @Dropbox 3,279,477 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7505e3c975e91739221f62ad8db1b74e68595cd1fc87ef0554b6ed9b60fce9f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167251%2F&secure%5Burl_type%5D=linkedin_company_website) 4,149 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 75% Small, 21% Medium #### What Do G2 Reviewers Say About DocSend? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of DocSend, enjoying seamless document sharing and tracking for enhanced engagement. - Users appreciate the **visibility and tracking** DocSend provides, enhancing their document sharing and decision-making processes. - Users value the **real-time analytics and professional sharing options** of DocSend, enhancing content sharing and collaboration. - Users value the **top-notch security** of DocSend, ensuring safe document sharing with detailed engagement insights. - Users value the **easy sharing** of DocSend, gaining insights and control over document engagement in a professional manner. ##### Cons - Users highlight the **high pricing** of DocSend, making it less accessible for those managing multiple clients. - Users face challenges with **limited app functionality** , including slow loading, integration issues, and mobile optimization concerns. - Users express frustration with **lacking features** on DocSend, especially regarding analytics and mobile optimization for smaller teams. - Users note the need for more **flexible customization** in DocSend to better suit dynamic marketing and collaboration processes. - Users express **pricing concerns** regarding DocSend, noting frequent changes and high costs for multiple user seats. #### What Are Recent G2 Reviews of DocSend? **["I didn't expect document analytics to be this useful"](https://www.g2.com/survey_responses/docsend-review-13061841)** **Rating:** 5.0/5.0 stars _— Yaroslav B._ [Read full review](https://www.g2.com/survey_responses/docsend-review-13061841) **["Docsend Makes Secure Document Sharing Simple with Helpful Viewing Insights"](https://www.g2.com/survey_responses/docsend-review-13060862)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/survey_responses/docsend-review-13060862) #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### [Conga Composer](https://www.g2.com/pt/products/conga-composer/reviews) Flexível. Escalável. Incorporado. Conga Composer transforma a forma como as empresas geram documentos Sistemas desconectados e fluxos de trabalho manuais tornam a geração de documentos lenta, propensa a erros e cara. Conga Composer simplifica isso incorporando a criação automatizada de documentos nas suas ferramentas existentes. Ele suporta múltiplos formatos, mescla dados de qualquer fonte e escala sem esforço, capacitando equipes a entregar documentos precisos, com marca bem definida, mais rapidamente, com menos esforço e maior controle. Conga Composer se destaca na geração de documentos com vantagens chave: Lance em Qualquer Lugar – Inicie a geração de documentos a partir de botões, fluxos, Apex ou sistemas externos - sem necessidade de código personalizado. Suporte a Múltiplos Formatos – Crie modelos de Word, PDF, Excel, PowerPoint e e-mails em HTML. Conteúdo Dinâmico – Use lógica condicional, gráficos, painéis, texto rico e moedas globais. Pronto para Alto Volume – Suporta grandes modelos (25MB), saídas mescladas (250MB) e processamento em lote. Escalabilidade Empresarial – Modelos e comportamentos reutilizáveis em departamentos e casos de uso. Integração com Assinatura Eletrônica – Emparelhamento perfeito com Conga Sign para fluxos de trabalho de acordos de ponta a ponta. Alinhamento ao Ciclo de Receita – Único fornecedor que integra geração de documentos em CLM, CPQ e processos de receita completos. Configuração Amigável para Administradores – Construído para administradores do Salesforce e usuários de negócios — sem dependência de desenvolvedores. Desempenho Comprovado – Confiado por mais de 8.000 empresas; milhões de documentos gerados mensalmente. Pronto para o Futuro – Monitorando tendências de IA para investir quando a confiabilidade em nível empresarial for garantida. Com essas forças, Conga Composer oferece uma solução escalável, flexível e automatizada para uma geração de documentos eficiente. **Average Rating:** 4.4/5.0 **Total Reviews:** 847 #### How Do G2 Users Rate Conga Composer? - **Facilidade de Uso:** 8.3/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.6/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.6/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Conga Composer? - **Vendedor:** [Conga](https://www.g2.com/pt/sellers/conga) - **Website da Empresa:** conga.com - **Ano de Fundação:** 2006 - **Localização da Sede:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn® - **Telefone:** (303) 465-1616 #### Who Uses This Product? - **Who Uses This:** Administrador do Salesforce, Analista de Negócios - **Top Industries:** Tecnologia da Informação e Serviços, Software de Computador - **Company Size:** 47% Medium, 28% Large #### What Do G2 Reviewers Say About Conga Composer? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **API em massa e as capacidades de integração** do Conga Composer, melhorando a eficiência e o desempenho da geração de documentos. - Os usuários valorizam o recurso de **geração em massa de documentos** do Conga Composer, aumentando a eficiência e o desempenho para casos de uso complexos. - Os usuários acham o Conga Composer **fácil de usar** , simplificando a personalização de documentos e a integração com outras ferramentas. - Os usuários valorizam a **automação que economiza tempo** do Conga Composer, simplificando significativamente os processos de criação e entrega de documentos. - Os usuários valorizam as **integrações perfeitas** com o Salesforce, aumentando a eficiência e reduzindo erros na criação de documentos. ##### Cons - Os usuários acham a **curva de aprendizado íngreme e frustrante** , complicando a configuração e a resolução de problemas no Conga Composer. - Os usuários acham a **curva de aprendizado íngreme** do Conga Composer desafiadora, especialmente com formatação complexa e mapeamento de dados. - Os usuários acham a **dificuldade em aprender e navegar** frustrante, afetando o uso eficiente do Conga Composer. - Os usuários acham os desafios de **configuração demorada e desempenho** do Conga Composer frustrantes, especialmente com documentos grandes. - Os usuários acham a **configuração complexa** do Conga Composer onerosa, levando a problemas contínuos e resoluções atrasadas. #### What Are Recent G2 Reviews of Conga Composer? **["Integração Salesforce Sem Costura com Suporte Excepcional"](https://www.g2.com/pt/survey_responses/conga-composer-review-13109142)** **Rating:** 5.0/5.0 stars _— Usuário Verificado em Mídia Online_ [Read full review](https://www.g2.com/pt/survey_responses/conga-composer-review-13109142) **["Geração Eficiente de Documentos do Salesforce com Relatórios Consistentes e de Alto Retorno sobre Investimento"](https://www.g2.com/pt/survey_responses/conga-composer-review-12706846)** **Rating:** 4.5/5.0 stars _— Harshit S._ [Read full review](https://www.g2.com/pt/survey_responses/conga-composer-review-12706846) #### What Are G2 Users Discussing About Conga Composer? - [What is conga solution?](https://www.g2.com/pt/discussions/what-is-conga-solution) - [O que é o Conga Composer?](https://www.g2.com/pt/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/pt/discussions/what-does-conga-software-do) ### [Proposify](https://www.g2.com/pt/products/proposify/reviews) Proposify é o software de propostas online que oferece controle e visibilidade sobre a etapa mais importante do seu processo de vendas. O fechamento. Desde o design do negócio até a assinatura, obtenha a confiança e flexibilidade para dominar os negócios. Crie documentos de vendas impressionantes que permanecem consistentes e sem erros. Receba insights para escalar seu processo, fazer engajamentos oportunos e prever com precisão. Ofereça uma experiência de assinatura perfeita para seus clientes e prospects. Os recursos incluem um editor de design flexível e fácil de usar, assinaturas eletrônicas, integrações com CRM, insights baseados em dados, precificação interativa, gerenciamento de conteúdo, aprovações e muito mais. Se você está pronto para dar à sua equipe de vendas a vantagem competitiva, visite nosso site ou agende uma demonstração em https://www.proposify.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,116 #### How Do G2 Users Rate Proposify? - **Facilidade de Uso:** 8.5/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.6/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.5/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.5/10 (Category avg: 8.8/10) #### Who Is the Company Behind Proposify? - **Vendedor:** [Proposify](https://www.g2.com/pt/sellers/proposify) - **Website da Empresa:** www.proposify.com - **Ano de Fundação:** 2012 - **Localização da Sede:** Halifax - **Twitter:** @proposify 4,207 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4bb06a75164ee1534eec5879659b4439aff9f14bbc64289e2f2d8b1d8eaf0666&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2934548%2F&secure%5Burl_type%5D=linkedin_company_website) 79 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Proprietário - **Top Industries:** Marketing e Publicidade, Tecnologia da Informação e Serviços - **Company Size:** 84% Small, 15% Medium #### What Do G2 Reviewers Say About Proposify? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários adoram a **facilidade de uso** do Proposify, permitindo uma configuração rápida e envio eficiente de propostas. - Os usuários valorizam a **extensa biblioteca de modelos** no Proposify, aumentando a velocidade e a flexibilidade na criação de propostas. - Os usuários consideram a **fácil criação** de propostas do Proposify inestimável, promovendo consistência e melhorando a colaboração entre as equipes. - Os usuários acham que o **Fácil Configuração** com o Proposify permite propostas rápidas e profissionais, economizando tempo e simplificando processos. - Os usuários valorizam a **facilidade de criação de modelos** no Proposify, permitindo uma rápida personalização para propostas profissionais. ##### Cons - Os usuários acham que as **opções limitadas de personalização** no Proposify tornam complicado editar propostas de forma eficaz. - Os usuários acham **difícil editar** no Proposify frustrante, pois o editor de página carece de refinamento e o alinhamento pode ser complicado. - Os usuários acham **difícil editar** , com problemas de alinhamento e refinamento que complicam a personalização de propostas. - Os usuários experimentam **desempenho lento** com o Proposify, enfrentando atrasos e demoras frustrantes durante a edição e atualização de propostas. - Os usuários encontram **problemas de layout** no Proposify, pois as alterações de modelo e o gerenciamento de tabelas de preços podem ser complicados. #### What Are Recent G2 Reviews of Proposify? **["Menos documentos duplicados e controle mais rigoroso sobre o que realmente prometemos aos clientes"](https://www.g2.com/pt/survey_responses/proposify-review-13148367)** **Rating:** 4.5/5.0 stars _— Miguel F._ [Read full review](https://www.g2.com/pt/survey_responses/proposify-review-13148367) **["Criação Fácil de Sistema de Propostas Uma Vez que os Modelos Estejam Configurados"](https://www.g2.com/pt/survey_responses/proposify-review-13169996)** **Rating:** 4.5/5.0 stars _— Kevin T._ [Read full review](https://www.g2.com/pt/survey_responses/proposify-review-13169996) #### What Are G2 Users Discussing About Proposify? - [Para que serve o Proposify?](https://www.g2.com/pt/discussions/what-is-proposify-used-for) - 1 comment ### [HoneyBook](https://www.g2.com/products/honeybook/reviews) HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. **Average Rating:** 4.5/5.0 **Total Reviews:** 238 #### How Do G2 Users Rate HoneyBook? - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind HoneyBook? - **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook) - **Company Website:** www.honeybook.com - **Year Founded:** 2013 - **HQ Location:** San Francisco, CA - **Twitter:** @honeybook 4,476 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8c5093e3124c7eb86fcd868932fa65193871a5dcc154d636da58ede1ce223cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2527444%2F&secure%5Burl_type%5D=linkedin_company_website) 325 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Photographer - **Top Industries:** Photography, Events Services - **Company Size:** 98% Small, 2% Medium #### What Do G2 Reviewers Say About HoneyBook? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **seamless payment management** of HoneyBook, making invoicing and client payments hassle-free and organized. - Users appreciate the **easy creation of materials** with HoneyBook's user-friendly templates and automation features, streamlining their workflow. - Users commend the **ease of use** of HoneyBook, appreciating its seamless integration into daily business operations. - Users value the **easy customization** of HoneyBook, enhancing their efficiency with tailored templates for various needs. - Users value the **ease of use** of HoneyBook, enhancing organization and client management for smooth business operations. ##### Cons - Users face **payment issues** with HoneyBook, expressing concerns about processing fees and limited payment options. - Users are frustrated by the **expensive pricing** of HoneyBook, feeling the increase lacks justification and value. - Users face **lack of integration** , making data export difficult and complicating transitions to other platforms. - Users criticize the **limited features** of HoneyBook, feeling they do not justify the increased pricing or expectations. - Users find the **reporting features inadequate** , hindering comprehension and tracking of earnings efficiently. #### What Are Recent G2 Reviews of HoneyBook? **["Honeybook Feels Like a Virtual Assistant for My Business"](https://www.g2.com/survey_responses/honeybook-review-13032698)** **Rating:** 4.5/5.0 stars _— Nikki M._ [Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698) **["Easy to Use, Affordable All-in-One Tool with Great AI Automations"](https://www.g2.com/survey_responses/honeybook-review-13213721)** **Rating:** 5.0/5.0 stars _— Graeme R._ [Read full review](https://www.g2.com/survey_responses/honeybook-review-13213721) #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments - [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments - [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments - ‹ Prev‹ Prev - 1 - [2](/categories/proposal?hsCtaTracking=5f441786-29d7-4178-b2b4-080a2c18121e%7C760827c8-b24b-4b79-ad17-1d03517883ea&order=g2_score&page=2#product-list) - [3](/categories/proposal?hsCtaTracking=5f441786-29d7-4178-b2b4-080a2c18121e%7C760827c8-b24b-4b79-ad17-1d03517883ea&order=g2_score&page=3#product-list) - [4](/categories/proposal?hsCtaTracking=5f441786-29d7-4178-b2b4-080a2c18121e%7C760827c8-b24b-4b79-ad17-1d03517883ea&order=g2_score&page=4#product-list) - [5](/categories/proposal?hsCtaTracking=5f441786-29d7-4178-b2b4-080a2c18121e%7C760827c8-b24b-4b79-ad17-1d03517883ea&order=g2_score&page=5#product-list) - … - [19](/categories/proposal?hsCtaTracking=5f441786-29d7-4178-b2b4-080a2c18121e%7C760827c8-b24b-4b79-ad17-1d03517883ea&order=g2_score&page=19#product-list) - [20](/categories/proposal?hsCtaTracking=5f441786-29d7-4178-b2b4-080a2c18121e%7C760827c8-b24b-4b79-ad17-1d03517883ea&order=g2_score&page=20#product-list) - [Next ›Next ›](/categories/proposal?hsCtaTracking=5f441786-29d7-4178-b2b4-080a2c18121e%7C760827c8-b24b-4b79-ad17-1d03517883ea&order=g2_score&page=2#product-list) Spotlight Categories [Restaurant POS Systems](https://www.g2.com/categories/restaurant-pos) [Retail POS Systems](https://www.g2.com/categories/retail-pos) [Spend Management Software](https://www.g2.com/categories/spend-management) [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) [Product Analytics Software](https://www.g2.com/categories/product-analytics) 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 Top Tools at a Glance | Product | Best for | User Review | | --- | --- | --- | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image")](https://www.g2.com/products/pandadoc/reviews)[PandaDoc](https://www.g2.com/products/pandadoc/reviews)[4.7/5(3,621)](https://www.g2.com/products/pandadoc/reviews) | Fast, template-driven proposals | "PandaDoc gives marketing control without slowing sales down" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_168c356a51096b5637e1628a2fa4456a/getaccept.png "Product Avatar Image")](https://www.g2.com/products/getaccept/reviews)[GetAccept](https://www.g2.com/products/getaccept/reviews)[4.6/5(1,267)](https://www.g2.com/products/getaccept/reviews) | Proposal delivery with sales engagement | "GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_02a3248f5f1fb2d64d51c21a5804217d/responsive-formerly-rfpio.png "Product Avatar Image")](https://www.g2.com/products/responsive-formerly-rfpio/reviews)[Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews)[4.5/5(1,310)](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | High-volume RFP and questionnaire responses | "Effortless RFP Management, Clean and Simple Interface" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d554fcefe65894ee5ce15deee9215fc7/oracle-cpq.png "Product Avatar Image")](https://www.g2.com/products/oracle-cpq/reviews)[Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews)[4/5(277)](https://www.g2.com/products/oracle-cpq/reviews) | Complex configuration and pricing proposals | "Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_2f5833ae3e3fa56504b149eb75f00981/qwilr.png "Product Avatar Image")](https://www.g2.com/products/qwilr/reviews)[Qwilr](https://www.g2.com/products/qwilr/reviews)[4.6/5(914)](https://www.g2.com/products/qwilr/reviews) | Interactive, web-style proposals | "User-Friendly, Time-Saving Quotes with Live Updates in Qwilr" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_77cd561fd64c2791e1f2030fd6f8bf60/anchor-anchor.jpg "Product Avatar Image")](https://www.g2.com/products/anchor-anchor/reviews)[Anchor](https://www.g2.com/products/anchor-anchor/reviews)[4.9/5(123)](https://www.g2.com/products/anchor-anchor/reviews) | Services proposals with recurring pricing | "Intuitive Proposals with Fast Setup and Built-In Invoicing" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a6b1a31159dcbe2c442f25ccee307f74/ignition.png "Product Avatar Image")](https://www.g2.com/products/ignition/reviews)[Ignition](https://www.g2.com/products/ignition/reviews)[4.7/5(123)](https://www.g2.com/products/ignition/reviews) | Proposal-to-billing automation for service firms | "Streamlined Proposals & Invoicing with Ease" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9fe3576925b628e3393007813b12d3f4/dealhub-ai.png "Product Avatar Image")](https://www.g2.com/products/dealhub-ai/reviews)[DealHub AI](https://www.g2.com/products/dealhub-ai/reviews)[4.7/5(861)](https://www.g2.com/products/dealhub-ai/reviews) | All-in-one proposal + CPQ automation | "Flexible, Scalable DealHub with Intuitive Admin and Responsive Support" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_36de0fae26eb54abb8f356aaec8f4c3d/loopio.png "Product Avatar Image")](https://www.g2.com/products/loopio/reviews)[Loopio](https://www.g2.com/products/loopio/reviews)[4.6/5(813)](https://www.g2.com/products/loopio/reviews) | Centralized RFP content management | "Reliable RFP platform with strong collaboration, but AI and content management still need work" | * * * Show More ### Proposal Topics - [What is Proposal Software?](#what-is-proposal-software) - [What are the Common Features of Proposal Software?](#what-are-the-common-features-of-proposal-software) - [What are the Benefits of Proposal Software?](#what-are-the-benefits-of-proposal-software) - [Who Uses Proposal Software?](#who-uses-proposal-software) - [What are the Alternatives to Proposal Software?](#what-are-the-alternatives-to-proposal-software) - [Challenges with Proposal Software](#challenges-with-proposal-software) - [Which Companies Should Buy Proposal Software?](#which-companies-should-buy-proposal-software) - [How to Buy Proposal Software](#how-to-buy-proposal-software) - [What Does Proposal Software Cost?](#what-does-proposal-software-cost) - [Implementation of Proposal Software](#implementation-of-proposal-software) [ ### Proposal Topics Expand/Collapse ](#) - [What is Proposal Software?](#what-is-proposal-software) - [What are the Common Features of Proposal Software?](#what-are-the-common-features-of-proposal-software) - [What are the Benefits of Proposal Software?](#what-are-the-benefits-of-proposal-software) - [Who Uses Proposal Software?](#who-uses-proposal-software) - [What are the Alternatives to Proposal Software?](#what-are-the-alternatives-to-proposal-software) - [Challenges with Proposal Software](#challenges-with-proposal-software) - [Which Companies Should Buy Proposal Software?](#which-companies-should-buy-proposal-software) - [How to Buy Proposal Software](#how-to-buy-proposal-software) - [What Does Proposal Software Cost?](#what-does-proposal-software-cost) - [Implementation of Proposal Software](#implementation-of-proposal-software) ## Learn More 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. ## Frequently asked questions about Proposal Software ### How do user reviews reflect the reliability of proposal software? User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings. ### What are the most common use cases for proposal software? Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals. ### How do proposal software solutions handle compliance and security? Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software. ### What are the best practices for implementing proposal software in my organization? To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes. ### How do I evaluate the ROI of investing in proposal software? To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI. ### What support options are typically available for proposal software users? Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others. ### How scalable is proposal software for growing businesses? Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions. ### What are common user experiences with proposal software? Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality. ### How can proposal software improve my team's efficiency? Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement. ### What integrations should I consider for my proposal software? When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration. ### How do pricing models vary across different proposal software solutions? Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market. ### What are the key features to look for in proposal software? Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation.