Best Proposal Software - Page 5

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 295

Category Stats (Aug 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Kaseya Quote Manager (+6.36%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: August 04, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,600+ Authentic Reviews
  • 295+ Products
  • Unbiased Rankings

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

G2 Grid® for Proposal Software

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

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

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

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Fiverr Workspace

AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sounds like a lot of features. Did we mention they’re all in one place? But what else makes us better than using 8 apps to run your business? Our software intelligently integrates each aspect of business management so you can eliminate inefficiencies across your business. That means proposals and contracts once approved automatically creates your projects. Set up scheduled invoicing for automated invoicing & recurring billing so you are notified when it's time to invoice. It means time tracking that speaks to your projects and invoices, Automated overdue invoice reminders that talk to your task list. It means payments that know to automatically file your income and online payment processing fees as an expense so all your books are in order. Every feature talks to the next so that you can do things faster and focus on the work you love. AND.CO helps with the rest! Yeah, that’s what it means. With less time spent managing the business, you get more time to operate in your genius zone!

Average Rating: 3.9/5.0

Total Reviews: 19

How Do G2 Users Rate Fiverr Workspace?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Fiverr Workspace?

  • Seller: Fiverr
  • Year Founded: 2010
  • HQ Location: Tel-Aviv
  • Twitter: @fiverr
    458,568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    213,999 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 90% Small, 5% Large

What Do G2 Reviewers Say About Fiverr Workspace?

AI-generated summary from verified user reviews

Pros
  • Users love the all-in-one solutions of Fiverr Workspace for streamlined proposals, contracts, invoicing, and financial tracking.
  • Users value the comprehensive features of Fiverr Workspace, seamlessly integrating proposals, contracts, invoicing, and more.
  • Users value the all-in-one solution of Fiverr Workspace, combining contracts, invoicing, and timekeeping seamlessly.
  • Users value the all-in-one document management capabilities of Fiverr Workspace, enhancing efficiency and organization.
  • Users appreciate the all-in-one functionality of Fiverr Workspace, which simplifies management of proposals and invoicing.
Cons
  • Users have noted significant delays in support response and unresolved issues, impacting their overall satisfaction with Fiverr Workspace.
  • Users express frustration with email support issues that delay resolution and hinder timely assistance with problems.
  • Users are frustrated by the lack of communication features in Fiverr Workspace, impacting support and response times.
  • Users note a lack of new features in Fiverr Workspace, indicating stagnation since the acquisition of And.co.
  • Users lament the lack of new features in Fiverr Workspace, highlighting a decline in product quality since the acquisition.

What Are Recent G2 Reviews of Fiverr Workspace?

What Are G2 Users Discussing About Fiverr Workspace?

Tango Agreements

Tango automates the contract and payment workflow for fractional executives and small-medium professional services businesses. By bringing the scope, contract, and payment onto a single interactive page, customers spend less time in disputes and following up on payments, giving them back 40% of their time per year. While platforms like Shopify cater to e-commerce stores, professional services businesses have lacked a streamlined solution that allows them to provide their clients with a checkout experience that is not only professional, but also compliant (e.g. IR35, PSI). Tango Agreements makes your professional services business more profitable, scalable and compliant.

Average Rating: 5.0/5.0

Total Reviews: 10

How Do G2 Users Rate Tango Agreements?

  • Ease of Use: 9.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Tango Agreements?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Tango Agreements?

Tacton CPQ

Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing.

Average Rating: 4.3/5.0

Total Reviews: 50

How Do G2 Users Rate Tacton CPQ?

  • Ease of Use: 8.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Tacton CPQ?

  • Seller: Tacton
  • Year Founded: 1998
  • HQ Location: Stockholm, Sweden
  • Twitter: @TactonSystems
    1,180 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    245 employees on LinkedIn®
  • Phone: +46 (0) 8 690 07 50

Who Uses This Product?

  • Top Industries: Mechanical or Industrial Engineering, Industrial Automation
  • Company Size: 63% Large, 19% Small

What Do G2 Reviewers Say About Tacton CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Tacton CPQ, enhancing smart configurations and quick quoting processes.
  • Users value the easy integrations of Tacton CPQ, which streamline processes and enhance efficiency in configurations.
  • Users praise the flexibility of Tacton CPQ, benefiting from its versatile omni-channel capabilities and native visualization tools.
  • Users value the implementation ease of Tacton CPQ, highlighting its seamless integration and user-friendly features.
  • UsersValue the seamless integrations of Tacton CPQ, enhancing efficiency and streamlining their sales processes.
Cons
  • Users experience dependency issues with Tacton CPQ, leading to challenges in configuration and customization flexibility.
  • Users find the setup of Tacton CPQ expensive, which can be a barrier to effective implementation and use.
  • Users face a steep learning curve, making initial setup and customization challenging and time-consuming.
  • Users experience significant challenges due to the limited customization options in Tacton CPQ, affecting their usability.
  • Users find the poor interface design of Tacton CPQ unappealing, hindering overall usability and satisfaction.

What Are Recent G2 Reviews of Tacton CPQ?

What Are G2 Users Discussing About Tacton CPQ?

VisibleThread

VisibleThread is a full-lifecycle RFP platform designed to support every stage of the bid and contract process - before, during, and after submission. It fits into existing workflows across sales, capture, proposal, and contracts teams, supporting organizations of all sizes without forcing process change. Manual, repetitive work is replaced with intelligence and automation, helping teams move faster while maintaining control, consistency, and quality across complex documents. All insights in VisibleThread are grounded in evidence and fully traceable back to source content. The platform creates a clear, visible thread between AI-powered outputs and the original documents they come from enabling confident decision-making, defensible compliance, and reliable analysis. From opportunity qualification and document comparison to risk identification and quality checks, teams gain actionable insights without relying on black-box AI or manual interpretation. Security is built in, not bolted on. VisibleThread is trusted with highly sensitive, mission-critical content and supports multiple deployment options including private cloud and on-premise to meet a wide range of security and governance requirements. The result is a single, secure platform that improves speed, quality, collaboration, and outcomes, while reducing risk and enabling teams to win more business with confidence.

Average Rating: 4.3/5.0

Total Reviews: 14

How Do G2 Users Rate VisibleThread?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind VisibleThread?

  • Seller: VisibleThread
  • Year Founded: 2008
  • HQ Location: Baltimore, MD
  • Twitter: @VisibleThread
    1,469 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Small, 47% Medium

What Do G2 Reviewers Say About VisibleThread?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency of VisibleThread, notably for quickly generating tailored documents and compliance matrices.
  • Users find VisibleThread exceptionally user-friendly, enabling swift document review and effective compliance metrics creation.
  • Users value the excellent tracking capabilities of VisibleThread, enhancing document compliance and simplifying proposal writing.
  • Users appreciate the user-friendly documentation and quick compliance scanning of VisibleThread, enhancing their overall efficiency.
  • Users find the user-friendly documentation of VisibleThread approachable, enhancing efficiency in document compliance and review.
Cons
  • Users find limited customization challenging, needing more options for tailored searches and multi-language support.
  • Users find limited features in VisibleThread, particularly lacking options for ignored words and language support.
  • Users find the navigation and terminology not intuitive, leading to a challenging learning curve with VisibleThread.
  • Users report experiencing bug issues with the software not recognizing paragraphs correctly, leading to multiple rows being generated.
  • Users report a steep learning curve with VisibleThread, making initial navigation and understanding time-consuming.

What Are Recent G2 Reviews of VisibleThread?

What Are G2 Users Discussing About VisibleThread?

Pricefx

Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts.

Average Rating: 4.4/5.0

Total Reviews: 130

How Do G2 Users Rate Pricefx?

  • Ease of Use: 7.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.1/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Pricefx?

  • Seller: Pricefx
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Prague, Czech Republic
  • Twitter: @Price_fx
    4,767 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    377 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Pricing Manager
  • Top Industries: Automotive, Building Materials
  • Company Size: 62% Large, 22% Medium

What Do G2 Reviewers Say About Pricefx?

AI-generated summary from verified user reviews

Pros
  • Users value the flexibility of Pricefx, enabling customization and integration with existing systems to meet unique business needs.
  • Users find Pricefx's platform to be intuitive and user-friendly, simplifying complex pricing management tasks effectively.
  • Users appreciate the efficient price management of Pricefx, significantly simplifying their pricing strategies and execution.
  • Users value the customization capabilities of Pricefx, enabling tailored solutions for their unique business requirements.
  • Users value the intuitive and quick implementation of Pricefx, enhancing overall efficiency in pricing processes.
Cons
  • Users face a complex implementation process that can be time-consuming and requires support for advanced configurations.
  • Users face a difficult learning process with Pricefx, particularly during initial setup and advanced configurations.
  • Users find the feature usability of Pricefx challenging at times, with navigation issues complicating their experience.
  • Users note a steep learning curve for new users, making initial setup and configuration challenging and time-consuming.
  • Users note a support dependency for advanced configurations and ongoing maintenance can hinder their overall experience.

What Are Recent G2 Reviews of Pricefx?

What Are G2 Users Discussing About Pricefx?

Talewind

Talewind is a fully managed proposal automation platform designed to assist sales and marketing teams in creating, managing, and delivering effective proposals. This innovative solution caters specifically to modern revenue organizations, integrating robust proposal software with expert support to streamline workflows, maintain brand consistency, and enhance the speed of responses to Requests for Proposals (RFPs). The platform is tailored for a diverse audience, including sales professionals, marketing teams, and business development units across various industries. Talewind provides a centralized and user-friendly interface that enables users to build, manage, and deliver proposals, pitch decks, and contracts in just minutes. A standout feature is the built-in content library, which allows teams to store their best answers, templates, and visuals in an organized manner. This accessibility ensures that users can quickly assemble accurate and professional proposals without the need to start from scratch each time, thereby increasing efficiency. A key differentiator of Talewind is its fully managed service model. Unlike traditional software solutions that require users to handle all aspects of proposal creation and management, Talewind takes on the heavy lifting. From onboarding and content setup to ongoing optimization, Talewind's experts collaborate with teams to establish a scalable and repeatable proposal process. This hands-on approach significantly reduces proposal turnaround times, with customers often experiencing up to an 80% decrease, while also minimizing manual errors in documentation. Additionally, Talewind features integrated Digital Sales Rooms, also known as Showrooms, which enhance the proposal experience. These interactive buyer hubs allow sales teams to share all deal-related content in one location, enabling real-time engagement tracking, identification of key stakeholders, and acceleration of deal velocity. Furthermore, seamless integrations with popular Customer Relationship Management (CRM) systems like Salesforce and HubSpot ensure that every proposal is directly linked to the sales process, enhancing overall efficiency and effectiveness. Talewind equips organizations with the automation, visibility, and expert support necessary to scale their proposal operations confidently. By simplifying the proposal process, it empowers teams to focus on strategic initiatives that drive revenue growth, making it a valuable asset for any organization looking to improve its proposal management capabilities.

Average Rating: 4.7/5.0

Total Reviews: 12

How Do G2 Users Rate Talewind?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Talewind?

  • Seller: Talewind
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Temecula, US
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 83% Medium, 8% Large

What Do G2 Reviewers Say About Talewind?

AI-generated summary from verified user reviews

Pros
  • Users find Talewind's ease of use enhances their experience, simplifying document creation and integration processes.
  • Users praise the outstanding customer support of Talewind for being responsive and addressing questions effectively.
  • Users love the easy creation of proposals with Talewind, streamlining workflow and enhancing team collaboration.
  • Users appreciate the efficiency of Talewind, streamlining proposal creation and enhancing overall team productivity.
  • Users value the presentation quality of Talewind, enhancing their professional image with polished documentation and proposals.
Cons
  • Users find the complexity of Talewind frustrating, particularly with its multi-step approval and cumbersome editing processes.
  • Users find editing features to be cumbersome and inflexible, complicating document creation and proposal management.
  • Users desire the addition of missing features like AI assistance and auto-save to enhance the proposal creation process.
  • Users express frustration over auto-saving issues, wishing for more reliable proposal creation without losing progress.
  • Users find copy-paste issues frustrating, especially with the lack of AI support for improving text directly within Talewind.

What Are Recent G2 Reviews of Talewind?

Ideagen Please Review

Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down your document review timescales by 65% using Ideagen PleaseReview, giving you more time to work on the things that matter. Cut review costs by 35% by reducing the amount of time spent on them. Wherever you are working, and whether you’re collaborating with colleagues or third parties, Ideagen PleaseReview provides a secure, controlled environment for real-time document review, co-authoring and redaction that handles Word, PDF, PowerPoint, Excel and more. So, you can protect sensitive information and focus on delivering high-quality documents. Ideagen PleaseReview supports teams of 2 to 200+ reviewers simultaneously, enabling fully auditable real-time document collaboration. Integration with Veeva Vault, Intelinotion and other leading quality management and quality control solutions and users can generate audit reports with one click, ensuring transparency and traceability. We offer advanced redaction complying with EMA Policy 70 for managing and processing document redactions.

Average Rating: 4.3/5.0

Total Reviews: 76

How Do G2 Users Rate Ideagen Please Review?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Ideagen Please Review?

  • Seller: Ideagen
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,386 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Pharmaceuticals, Biotechnology
  • Company Size: 43% Medium, 31% Large

What Do G2 Reviewers Say About Ideagen Please Review?

AI-generated summary from verified user reviews

Pros
  • Users value the collaborative review feature of Please Review, enhancing teamwork across various departments seamlessly.
  • Users appreciate the collaborative review feature of Please Review, enhancing teamwork across various departments.
  • Users find Ideagen Please Review very intuitive and user-friendly, making document review and collaboration a breeze.
  • Users love the customization options of Ideagen Please Review, finding it user-friendly and seamlessly integrated.
  • Users value the intuitive document management of Ideagen Please Review, facilitating easy collaboration and real-time updates.
Cons
  • Users find the software difficult to use, struggling with formatting changes and navigating extensive comments.
  • Users face editing issues that hinder document customization and complicate navigation, affecting overall usability and effectiveness.
  • Users find the missing features in Ideagen Please Review limit customization and hinder effective collaboration.
  • Users report difficult usability with Ideagen Please Review, often requiring additional training and support to navigate effectively.
  • Users face formatting issues in PleaseReview, making it challenging to edit documents and manage comments effectively.

What Are Recent G2 Reviews of Ideagen Please Review?

Revolear

Revolear is an AI-powered Digital Sales Room platform that helps B2B companies automate sales processes and close deals faster. Designed for SaaS, data services, managed services, and professional services, Revolear replaces manual sales tasks with AI-driven automation. Businesses use it to engage prospects, generate proposals, and manage complex deal negotiations efficiently. Who is Revolear for? Revolear is built for B2B companies with complex sales cycles, custom pricing structures, and high-touch deal processes. It is ideal for organizations that want to: • Automate proposal creation, deal structuring, and contract management • Enable self-service B2B sales for smaller deals • Accelerate contract renewals and long-cycle deal nurturing • Improve pricing strategies and contract negotiations with AI-powered automation How Revolear Works Revolear leverages artificial intelligence for sales automation, streamlining the B2B sales cycle with three core AI-driven tools: • DealScript AI – Uses customer inputs to generate accurate, customized proposals and pricing quotes instantly. • DealCraft AI – Provides a no-code platform for structuring complex deals, including pricing, terms, and contract clauses. • AI DealSpace – Creates Digital Sales Rooms where buyers explore solutions, collaborate on proposals, and finalize deals with minimal sales intervention. Key Benefits of Revolear • Multiply Sales Capacity – AI sales agents handle small, specialized, and long-tail deals, freeing up human sales teams. • Reduce Sales Costs – Automates manual sales tasks, reducing the need for additional support staff. • Accelerate Deal Cycles – AI-driven engagement helps customers move through the B2B sales funnel faster. • Enhance the B2B Buying Experience – Buyers interact with a structured, self-guided digital environment that improves conversion rates. • Seamless CRM Integration – Works with Salesforce, HubSpot, and third-party apps via API and Zapier. By digitizing B2B sales and automating deal execution, Revolear helps companies scale revenue, close deals faster, and optimize sales efficiency with AI-powered sales automation.

Average Rating: 4.6/5.0

Total Reviews: 11

How Do G2 Users Rate Revolear?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Revolear?

  • Seller: Revolear
  • Year Founded: 2022
  • HQ Location: San Francisco, California, United States
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 82% Medium, 18% Small

What Do G2 Reviewers Say About Revolear?

AI-generated summary from verified user reviews

Pros
  • Users value the customization options in Revolear, enabling tailored proposals that meet unique client needs efficiently.
  • Users value the efficiency of Revolear, enhancing sales management and streamlining proposal processes effectively.
  • Users value the time-saving features of Revolear, which streamline quotations and proposals, enhancing efficiency and professionalism.
  • Users value the flexibility of Revolear, enabling tailored proposals that meet unique client needs efficiently.
  • Users value the customizability of Revolear, enhancing collaborative proposal development tailored to each client's needs.
Cons
  • Users note missing key features in Revolear, but appreciate the company’s responsiveness to customer needs.
  • Users found limited customization in Revolear's Microsoft Word output, requiring effort to achieve desired formatting.
  • Users note some missing features in Revolear, though the company is responsive and eager to address them.
  • Users find the eSignature UI challenging, making the transition from previous tools difficult and time-consuming.

What Are Recent G2 Reviews of Revolear?

SmartDocs

Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track.

Average Rating: 4.5/5.0

Total Reviews: 15

How Do G2 Users Rate SmartDocs?

  • 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: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind SmartDocs?

  • Seller: ThirtySix Software
  • Year Founded: 2009
  • HQ Location: Rochester, NY
  • Twitter: @36software
    354 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 53% Small, 27% Large

What Are Recent G2 Reviews of SmartDocs?

What Are G2 Users Discussing About SmartDocs?

Ideagen Collaboration Portal

Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

Average Rating: 4.2/5.0

Total Reviews: 139

How Do G2 Users Rate Ideagen Collaboration Portal?

  • Ease of Use: 8.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 6.3/10 (Category avg: 8.8/10)

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,386 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Government Administration
  • Company Size: 42% Small, 32% Large

What Do G2 Reviewers Say About Ideagen Collaboration Portal?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Ideagen Collaboration Portal ensures seamless collaboration without the need for special training.
  • Users laud the exceptional customer support, consistently highlighting the responsiveness and effectiveness of the Ideagen team.
  • Users appreciate the easy collaboration offered by Ideagen Collaboration Portal, streamlining teamwork across diverse stakeholders.
  • Users find the easy setup of Ideagen Collaboration Portal enhances collaborative efforts across diverse stakeholders.
  • Users appreciate the solid security features of Ideagen Collaboration Portal, ensuring the safety of sensitive information.
Cons
  • Users express concerns about high cancellation fees and poor support after years of loyalty to Ideagen Collaboration Portal.
  • Users note a difficult learning curve, especially for those unfamiliar with technology, impacting overall usability.
  • Users face frequent editing issues in documents, leading to frustrations and functionality limitations within the Ideagen Collaboration Portal.
  • Users find the Ideagen Collaboration Portal expensive for its lack of basic features and poor customer support.
  • Users face inconvenience with frequent re-logins and limited flexibility in workflows on the Ideagen Collaboration Portal.

What Are Recent G2 Reviews of Ideagen Collaboration Portal?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

Revv

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

Average Rating: 4.6/5.0

Total Reviews: 45

How Do G2 Users Rate Revv?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Revv?

  • Seller: Revv
  • Year Founded: 2018
  • HQ Location: Walnut, California
  • Twitter: @REVV
    298 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 24% Medium

What Are Recent G2 Reviews of Revv?

What Are G2 Users Discussing About Revv?

Bidsketch

Web app used by freelancers, consultants, and agencies to create professional looking proposals in minutes.

Average Rating: 3.6/5.0

Total Reviews: 11

How Do G2 Users Rate Bidsketch?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Bidsketch?

  • Seller: SignWell
  • Year Founded: 2010
  • HQ Location: Portland, OR
  • Twitter: @SignWellApp
    300 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 73% Small, 18% Medium

What Are Recent G2 Reviews of Bidsketch?

What Are G2 Users Discussing About Bidsketch?

RevOps

RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. ***Collaborate, Price, Quote*** Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals ***"The Way a Quoting Tool Should Be"*** An agreement builder that your reps will actually use. How novel! -Built with the end-user in mind -Easy amendments = greater LTV -Flexibility with terms and SKUs ***Smarter, Faster Decision Making*** Create a scalable process with guardrails, templates, approval workflows, and more. -Customizable templates -Guardrails -Approval Workflows

Average Rating: 4.6/5.0

Total Reviews: 31

How Do G2 Users Rate RevOps?

  • Ease of Use: 8.7/10 (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: 9.4/10 (Category avg: 8.8/10)

Who Is the Company Behind RevOps?

  • Seller: RevOps
  • Year Founded: 2018
  • HQ Location: San Francisco, California
  • Twitter: @GoRevOps
    266 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 58% Medium, 39% Small

What Do G2 Reviewers Say About RevOps?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of RevOps, significantly enhancing efficiency and accuracy in their order management process.
  • Users love the seamless connectivity of RevOps, which streamlines processes and ensures data accuracy across systems.
  • Users appreciate the streamlined contract management in RevOps, elevating efficiency and trust in the order process.
  • Users commend the seamless CRM integration in RevOps, simplifying and trusting their quote-to-cash processes significantly.
  • Users appreciate the streamlined QTC process of RevOps, benefiting from trusted automation and ease of use.
Cons
  • Users report severe bug issues hindering sales and support, significantly degrading the overall experience with RevOps.
  • Users are frustrated with downtime issues and poor support after the Maxio acquisition, affecting their productivity significantly.
  • Users are frustrated with the inadequate AI performance leading to unresolved issues and poor support response times.
  • Users desire insufficient analytics in RevOps, seeking better customization and detailed reporting features for efficiency.
  • Users desire more flexible templates and enhanced reporting capabilities for better customization and insights.

What Are Recent G2 Reviews of RevOps?

Proposable

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

Average Rating: 4.2/5.0

Total Reviews: 74

How Do G2 Users Rate Proposable?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.8/10)

Who Is the Company Behind Proposable?

  • Seller: Proposable
  • Year Founded: 2009
  • HQ Location: Bloomington, IN
  • Twitter: @Proposable
    1,704 Twitter followers
  • LinkedIn® Page: www.linkedin.com
  • Phone: 1-888-901-7970

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 35% Medium

What Do G2 Reviewers Say About Proposable?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Proposable, finding it simple to navigate and learn quickly.
  • Users value the navigation ease of Proposable, finding it simple to use and learn quickly.
Cons
  • Users report slow performance of Proposable, frequently facing downtimes that hinder timely completion of tasks.
  • Users are frustrated with Proposable's frequent downtime and lack of updates, which hinder timely usage and improvements.

What Are Recent G2 Reviews of Proposable?

ResponsiBid

It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid allows you to quickly build proposals in any service field, particularly carpet cleaning, window cleaning, pressure washing, window tinting, and solar panel cleaning... but the custom items area will allow you to build a proposal for anything you can imagine. ResponsiBid then automates the follow-up and aggregates the data so that you know where you are getting the best leads and customers. Some of our features include: - Proposal total customization - Price floors for certain geographic and/or building sizes - Automatic trip charge inclusion - "Call screen" inputting of callers allows you to either give anonymous bids, quickly find existing customers, or start a bid to be finished later - Pricing adjustment in any conceivable way - Commercial or residential bids - Full reporting on all quotes over time periods - Automated follow-up or follow-up reminders to admin users to make phone call follow-ups - Website integration for leads to get instant quotes-- or to begin a quote - Block competitors from getting quotes on the website - CRM integration allows your quotes to generate prospect profiles in your customer management software - A bidding hub that puts all prospects into an actionable sequence

Average Rating: 4.2/5.0

Total Reviews: 11

How Do G2 Users Rate ResponsiBid?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind ResponsiBid?

  • Seller: Symphosize
  • Year Founded: 2008
  • HQ Location: N/A
  • Twitter: @Symphosize
    132 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 82% Small, 9% Medium

What Do G2 Reviewers Say About ResponsiBid?

AI-generated summary from verified user reviews

Pros
  • Users value the effective client communication via emails and texts, enhancing customer relationships with ResponsiBid.
  • Users value the effective communication of ResponsiBid, enhancing customer engagement through emails and text messages.
Cons
  • Users often face bug issues with job scheduling, leading to mismanagement of calendar events.
  • Users experience challenges with calendar job prioritization, leading to potential oversight of important tasks.

What Are Recent G2 Reviews of ResponsiBid?

What Are G2 Users Discussing About ResponsiBid?

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