Best Proposal Software - Page 4

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 412

Category Stats (Nov 2026)

  • Average Rating: 4.51/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nusii (+4.16%) - Among all products in this category, Nusii recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 23,600+ Authentic Reviews
  • 412+ 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, Qwilr, Responsive, formerly RFPIO, Anchor, Ignition, and Jotform Sign.

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=qwilr&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition&focus%5B%5D=jotform-sign)

Better Proposals

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

Average Rating: 4.3/5.0

Total Reviews: 51

How Do G2 Users Rate Better Proposals?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Better Proposals?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 96% Small, 2% Medium

What Do G2 Reviewers Say About Better Proposals?

AI-generated summary from verified user reviews

Pros
  • Users find Better Proposals to be extremely easy to use, enhancing efficiency and transforming their business processes.
  • Users love the design quality of Better Proposals, making documents look dynamic and professional with ease.
  • Users appreciate the effective document management of Better Proposals, enhancing video content's professionalism with dynamic designs.
  • Users love the easy creation of Better Proposals, which enhances efficiency and value for their business.
  • Users love the easy integrations of Better Proposals, enhancing automation and transforming their business operations effortlessly.
Cons
  • Users face billing issues with Better Proposals, often experiencing problems with payments and unhelpful support responses.
  • Users find the clunky interface of Better Proposals frustrating, leading to time-consuming and problematic proposal creation.
  • Users find the complex setup challenging, often struggling with payment issues and unhelpful support responses.
  • Users desire improvements in Email Issues, particularly with templates and better integration for signed documents.
  • Users report a clunky interface in Better Proposals, making it difficult to create and finalize proposals effectively.

What Are Recent G2 Reviews of Better Proposals?

What Are G2 Users Discussing About Better Proposals?

ClientPoint

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

  • 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: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind ClientPoint?

  • Seller: ClientPoint
  • Year Founded: 2009
  • HQ Location: Carlsbad, CA
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®
  • Phone: -9234

Who Uses This Product?

  • Who Uses This: Business Development Manager, Business Development Executive
  • Top Industries: Facilities Services, Security and Investigations
  • Company Size: 34% Medium, 33% Large

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insights and ease of use with ClientPoint, especially for complex sales processes and document sharing.
  • Users appreciate the effective client management features of ClientPoint, simplifying document sharing and tracking during complex sales.
  • Users appreciate the insightful tracking and organization capabilities of ClientPoint for enhancing the sales process.
  • Users value the ease of tracking and organizing documents with ClientPoint, enhancing efficiency in sales processes.
  • Users love the ease of use of ClientPoint, making it simple to manage and share documents effectively.
Cons
  • Users experience performance issues with slow page loads and long upload times affecting their overall experience.
  • Users experience saving issues with slow loading times, taking up to a minute to upload and save documents.
  • Users report frustratingly slow loading times, often waiting seconds to minutes for document uploads and saves.
  • Users find the slow performance of ClientPoint frustrating, as page loads and uploads take considerable time.
  • Users experience upload issues with ClientPoint, noting slow page loading and delays in saving documents.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Odoo Sales

Odoo Sales is a comprehensive sales management application designed to streamline the entire sales process, from quotation creation to order fulfillment. It offers an intuitive interface that enables businesses to generate professional, interactive quotations swiftly, manage sales orders efficiently, and integrate seamlessly with customer service and eCommerce platforms. By automating routine tasks and providing real-time insights, Odoo Sales empowers sales teams to focus on building customer relationships and driving revenue growth. Key Features and Functionality: - Quotation Builder: Create clean, professional, and interactive quotations instantly, enhancing the customer experience and expediting the sales cycle. - Quote Templates: Automate common orders by applying predefined pricing and tax rules, reducing manual input and minimizing errors. - Customer Portal: Provide customers with self-service access to their quotations, sales orders, and delivery information, facilitating faster deal closures through online payments and e-signatures. - Lead Management: Generate and qualify leads through various channels, including website visits and marketing campaigns, with AI-powered lead scoring to prioritize high-potential prospects. - Pricing Strategies: Develop custom pricing strategies with features like pricelists, promotions, loyalty programs, coupons, gift cards, and eWallets to attract and retain customers. - Product Control: Manage product pricing, variants, and categories with seamless integration across eCommerce, Inventory, and Manufacturing modules. - Reporting and Forecasting: Access comprehensive sales metrics and accurate forecasts to inform strategic decisions and monitor performance. - Invoicing Options: Utilize multiple invoicing methods, including down payments, pro-forma invoices, and milestone-based billing, with automatic invoice creation upon online payment confirmation. - Marketplace Integration: Integrate with major online marketplaces like Amazon to expand reach and eliminate manual data entry. - Shipping Integrations: Partner with local and global shipping couriers to ensure efficient product delivery. - Upselling Opportunities: Add optional products to quotations to facilitate seamless upselling, with customers able to select additional items through the online portal. - Customer Communications: Send emails and schedule meetings directly from Odoo, with all communications automatically recorded for easy access. Primary Value and User Solutions: Odoo Sales addresses the challenges of managing complex sales processes by offering an all-in-one platform that automates routine tasks, enhances customer engagement, and provides actionable insights. By integrating various sales functions into a single application, it reduces the need for multiple disparate systems, thereby improving efficiency and data consistency. Businesses benefit from faster quotation generation, improved lead management, and the ability to implement dynamic pricing strategies, all of which contribute to increased sales performance and customer satisfaction.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Odoo Sales?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Odoo Sales?

  • Seller: Odoo
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • LinkedIn® Page: www.linkedin.com
    8,815 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 43% Small

What Are Recent G2 Reviews of Odoo Sales?

What Are G2 Users Discussing About Odoo Sales?

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Kaseya Quote Manager

Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines.

Average Rating: 3.9/5.0

Total Reviews: 27

How Do G2 Users Rate Kaseya Quote Manager?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Kaseya Quote Manager?

  • Seller: Kaseya
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Miami, FL
  • LinkedIn® Page: www.linkedin.com
    5,483 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About Kaseya Quote Manager?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the customization options in Kaseya Quote Manager, particularly for creating templates for custom items.
  • Users value the easy integrations of Kaseya Quote Manager, enhancing their efficiency and simplifying daily quoting processes.
  • Users love the efficiency of Kaseya Quote Manager, simplifying and speeding up their quoting process significantly.
  • Users value the seamless integration of Kaseya Quote Manager, enhancing efficiency in their daily quoting process.
  • Users appreciate the process efficiency of Kaseya Quote Manager, significantly simplifying and speeding up their quoting tasks.
Cons
  • Users express frustration over the lack of integration with AI tools like Make.com or Zapier in Kaseya Quote Manager.
  • Users are frustrated by the lack of integration with AI tools like Make.com or Zapier in Kaseya Quote Manager.
  • Users are disappointed by the poor integration with AI tools, limiting automation and workflow efficiency.

What Are Recent G2 Reviews of Kaseya Quote Manager?

Kantiv

Kantiv is the pursuit intelligence platform built for AEC marketing and business development teams. Your firm's knowledge is scattered across drives, inboxes, old proposals, and people's heads. Kantiv unifies your firm’s structured and unstructured institutional knowledge across proposals, project narratives, resumes, and client history into a pursuit intelligence platform that surfaces the right expertise when it matters. If your team is still starting from old proposal folders, scattered project sheets, and the memory of whoever happens to be available, Kantiv can help turn that history into a working pursuit system. See how Kantiv captures and structures firm knowledge so every pursuit starts with context.

Average Rating: 4.9/5.0

Total Reviews: 11

How Do G2 Users Rate Kantiv?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Kantiv?

  • Seller: Kantiv
  • Year Founded: 2022
  • HQ Location: San Diego , US
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 36% Medium, 27% Large

What Are Recent G2 Reviews of Kantiv?

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: 4.4/5.0

Total Reviews: 16

How Do G2 Users Rate VisibleThread?

  • Ease of Use: 9.1/10 (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: 8.7/10)

Who Is the Company Behind VisibleThread?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Medium, 41% Small

What Do G2 Reviewers Say About VisibleThread?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of VisibleThread, enhancing efficiency with easy navigation and helpful documentation.
  • Users benefit from excellent tracking capabilities, enhancing document compliance and providing essential insights for proposal writing.
  • Users appreciate the easy document scanning and compliance generation feature of VisibleThread, enhancing efficiency and accuracy.
  • Users value the user-friendly documentation of VisibleThread, enhancing their ability to quickly generate compliance metrics.
  • Users find document management features in VisibleThread user-friendly, enhancing compliance and security with impressive visuals.
Cons
  • Users find the interface not intuitive, requiring time and support to navigate and understand the features effectively.
  • Users experience bug issues with VisibleThread, as it sometimes fails to correctly recognize paragraphs when shredding PDFs.
  • Users report a steep learning curve with VisibleThread, making it time-consuming to master the complex interface.
  • Users find the feature usability limited due to lack of ignored word lists and support for additional languages.
  • Users are frustrated by inaccurate responses when generating compliance matrices from PDF documents, leading to multiple rows for one paragraph.

What Are Recent G2 Reviews of VisibleThread?

What Are G2 Users Discussing About VisibleThread?

RocketDocs

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

Average Rating: 4.2/5.0

Total Reviews: 104

How Do G2 Users Rate RocketDocs?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind RocketDocs?

  • Seller: RocketDocs
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 50% Medium, 31% Large

What Do G2 Reviewers Say About RocketDocs?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of RocketDocs, enhancing workflow efficiency and content management seamlessly.
  • Users value the efficiency of RocketDocs in streamlining approvals and enhancing workflow management for documentation.
Cons
  • Users find the inefficient search functionality of RocketDocs frustrating, hindering effective navigation of large databases.
  • Users are frustrated by the manual processes required for uploads and document attachments in RocketDocs, hindering efficiency.
  • Users face formatting issues with RocketDocs, making document generation and exports unnecessarily complicated and inconsistent.
  • Users find the inadequate filtering of RocketDocs frustrating, complicating the retrieval of necessary documents and results.

What Are Recent G2 Reviews of RocketDocs?

What Are G2 Users Discussing About RocketDocs?

Proposal Kit

Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. The included Wizard software lets you quickly and easily custom-assemble proposal templates for any situation using a visual design of your choice. Includes line item quoting and an AI Writer for custom content creation.

Average Rating: 4.7/5.0

Total Reviews: 18

How Do G2 Users Rate Proposal Kit?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Proposal Kit?

Who Uses This Product?

  • Company Size: 78% Small, 11% Medium

What Are Recent G2 Reviews of Proposal Kit?

What Are G2 Users Discussing About Proposal Kit?

Cacheflow

Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects.

Average Rating: 4.5/5.0

Total Reviews: 34

How Do G2 Users Rate Cacheflow?

  • 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: 8.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Cacheflow?

  • Seller: Cacheflow
  • Year Founded: 2021
  • HQ Location: Los Altos, CA
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Medium, 22% Small

What Do G2 Reviewers Say About Cacheflow?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Cacheflow, allowing quick creation and management of agreements and invoices.
  • Users appreciate the easy setup of Cacheflow, allowing for quick integrations and efficient workflows.
  • Users enjoy the exceptional support from Cacheflow’s team, making implementation and integration seamless and efficient.
  • Users appreciate the visibility into proposal views and streamlined invoice management, enhancing collaboration and follow-up strategies.
  • Users appreciate the seamless CRM integrations of Cacheflow, enhancing quote preparation and streamlining sales processes.
Cons
  • Users are frustrated by missing features like overall revenue tracking and auto adjustments for payments in Cacheflow.
  • Users feel that Cacheflow has limited features, impacting usability and visibility in multi-currency and multi-year proposals.
  • Users are frustrated by frequent logout issues, wishing for extended access beyond the current 30-minute limit.
  • Users find difficult customization frustrating, as proposals need more flexibility and integration options to enhance their experience.
  • Users face integration issues with Cacheflow, particularly with Hubspot and payment processing, hampering overall usability.

What Are Recent G2 Reviews of Cacheflow?

Dasseti ENGAGE

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin.

Average Rating: 4.2/5.0

Total Reviews: 35

How Do G2 Users Rate Dasseti ENGAGE?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 1.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Dasseti ENGAGE?

  • Seller: Dasseti
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 50% Small, 36% Medium

What Do G2 Reviewers Say About Dasseti ENGAGE?

AI-generated summary from verified user reviews

Pros
  • Users find Dasseti ENGAGE exceptionally easy to use, enhancing efficiency and streamlining the questionnaire process.
  • Users value the efficiency of Dasseti ENGAGE, significantly speeding up RFPs and enhancing the overall workflow.
  • Users value the dedicated customer support of Dasseti ENGAGE, enabling quick implementation and effective assistance.
  • Users praise Dasseti ENGAGE's time-saving AI features, which streamline tasks and enhance productivity in financial services.
  • Users value the powerful AI features of Dasseti ENGAGE for saving time and enhancing productivity.
Cons
  • Users find the poor usability of Dasseti ENGAGE limits its effectiveness and complicates their interaction with the platform.
  • Users find the scrolling method and feature limitations hinder the usability and effectiveness of Dasseti ENGAGE.
  • Users find Dasseti ENGAGE not user-friendly, needing improvements in interface complexity, setup, and customization options.
  • Users find the clunky interface of Dasseti ENGAGE difficult to navigate, affecting their overall experience.
  • Users find Dasseti ENGAGE's interface complex for new users, needing more onboarding and facing limited customization options.

What Are Recent G2 Reviews of Dasseti ENGAGE?

QorusDocs

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com

Average Rating: 4.4/5.0

Total Reviews: 166

How Do G2 Users Rate QorusDocs?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind QorusDocs?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Large, 31% Medium

What Do G2 Reviewers Say About QorusDocs?

AI-generated summary from verified user reviews

Pros
  • Users find QorusDocs to be very easy to use, streamlining proposal writing and content management effectively.
  • Users appreciate the easy search and document repository capabilities of QorusDocs, enhancing proposal content efficiency.
  • Users appreciate the easy access to content, streamlining document organization and enhancing overall efficiency.
  • Users value the responsive customer support of QorusDocs, noting their quick and knowledgeable assistance.
  • Users find QorusDocs' intuitive functionality enhances document creation, integrating seamlessly with O365 workflows.
Cons
  • Users find limited features in QorusDocs, such as the absence of content reordering and built-in search functionality.
  • Users experience slow performance with QorusDocs, encountering delays and occasional application hangs when accessing documents.
  • Users note the complexity of QorusDocs requires technical expertise, making it less accessible for some organizations.
  • Users find missing simple features in QorusDocs, such as content reordering and a built-in search function.
  • Users experience delays in opening large documents and frustration from slow support ticket resolutions due to frequent updates.

What Are Recent G2 Reviews of QorusDocs?

What Are G2 Users Discussing About QorusDocs?

Storydoc

Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion.

Average Rating: 4.7/5.0

Total Reviews: 70

How Do G2 Users Rate Storydoc?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Storydoc?

  • Seller: Storydoc
  • Year Founded: 2019
  • HQ Location: Tel Aviv, Israel
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 77% Small, 17% Medium

What Do G2 Reviewers Say About Storydoc?

AI-generated summary from verified user reviews

Pros
  • Users rave about the ease of use of Storydoc, enabling effortless creation of impactful presentations.
  • Users love the presentation quality of Storydoc, finding it easy to create engaging and adaptable presentations.
  • Users find Storydoc incredibly intuitive, enabling seamless document creation and enhancing collaboration with ease.
  • Users praise the responsive and helpful customer support of Storydoc, enhancing their overall experience with the tool.
  • Users find Storydoc very helpful for creating engaging presentations and closing deals efficiently.
Cons
  • Users find the pricing to be high, especially for casual use, and are concerned about additional costs.
  • Users find the limited customization in Storydoc restrictive, often needing more flexibility to meet their specific needs.
  • Users find Storydoc's pricing to be expensive, especially for casual users and small startups needing occasional access.
  • Users seek more limited templates in Storydoc’s library for enhanced customization and project scalability.
  • Users feel the limited features of Storydoc hinder usability, especially concerning font uploads and video sizes.

What Are Recent G2 Reviews of Storydoc?

Thalamus AI

Thalamus AI is an AI-native RFP and proposal platform that helps enterprise proposal teams automate the full RFP lifecycle - from bid qualification and requirement mapping to SME collaboration, compliance tracking, addenda management, source-linked proposal drafting, and post-submission learning. Powered by AI agents and a verified RFP content library, Thalamus AI supports every RFx type: RFPs, RFIs, DDQs, security questionnaires, Q&A forms, portal responses, and high-stakes narrative proposals. Unlike traditional RFP software built mainly around content libraries and answer reuse, Thalamus AI brings bid strategy, proposal knowledge, compliance control, SME coordination, and institutional learning into one workspace. Teams can qualify RFP opportunities, map explicit and implicit requirements, route work with AI RACI assignments, manage clarification and risk registers, track compliance matrices, monitor addenda, and build structured review gates across the response process. Thalamus AI turns past proposals, case studies, project experience, certifications, compliance proofs, Q&A pairs, pricing inputs, and approved content into source-linked proposal knowledge. Every correction, decision, reviewer comment, win, and loss can improve future responses, helping teams build a compounding RFP knowledge layer over time. Thalamus AI integrates with tools such as SharePoint, OneDrive, Google Drive, Slack, Outlook, Microsoft Teams, and enterprise file repositories, helping proposal teams centralize knowledge while coordinating work across sales, legal, finance, security, solutions, delivery, and SMEs. Thalamus AI is SOC 2 Type II and ISO 27001 certified, giving enterprise teams a secure AI RFP software platform for complex proposal, questionnaire, and bid management workflows. Trusted by organizations including AGS Health, Cardinal Correctional, EBC, R1, and Whatfix, Thalamus AI is built for proposal teams that need more than answer automation. It helps teams build stronger RFP responses with compliant content, traceable knowledge, coordinated reviews, and bid intelligence that improves with every submission.

Average Rating: 5.0/5.0

Total Reviews: 13

How Do G2 Users Rate Thalamus AI?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Thalamus AI?

Who Uses This Product?

  • Company Size: 46% Large, 38% Medium

What Do G2 Reviewers Say About Thalamus AI?

AI-generated summary from verified user reviews

Pros
  • Users love the efficiency brought by Thalamus AI, achieving rapid proposal drafts with powerful AI assistance.
  • Users love the efficient RFP automation of Thalamus AI, drastically speeding up proposal creation with its AI Agents.
  • Users value the automation capabilities of Thalamus AI, significantly speeding up RFP processes and enhancing efficiency.
  • Users value the smoother collaboration tools in Thalamus AI, enhancing communication and efficiency with integrated solutions.
  • Users value the efficient Content Library for its smooth integration and minimal maintenance, enhancing proposal creation speed.
Cons
  • Users experience software bugs like freezing screens and loading issues, impacting the overall reliability of Thalamus AI.
  • Users experience bug issues like task tracker loading failures, although support is responsive and helpful.
  • Users experience integration issues with Thalamus AI, particularly finding the Dropbox setup prolonged and cumbersome.

What Are Recent G2 Reviews of Thalamus AI?

Vendavo

Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe.

Average Rating: 4.3/5.0

Total Reviews: 66

How Do G2 Users Rate Vendavo?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.1/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Vendavo?

  • Seller: Vendavo
  • Year Founded: 1998
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    464 employees on LinkedIn®
  • Phone: (650) 960-4300

Who Uses This Product?

  • Top Industries: Machinery, Computer Software
  • Company Size: 38% Large, 38% Medium

What Do G2 Reviewers Say About Vendavo?

AI-generated summary from verified user reviews

Pros
  • Users value the solid framework for pricing optimization that Vendavo provides, enhancing margin management and performance analytics.
  • Users value the excellent analytics and centralized governance of Vendavo, enhancing their B2B pricing strategies effectively.
  • Users find Vendavo's ease of use improves significantly after the learning curve, becoming essential for pricing management.
  • Users find the easy integrations with SAP and other systems enhance their pricing management efficiency.
  • Users find Vendavo's integrations seamless with SAP, facilitating smooth data flow and effective pricing management.
Cons
  • Users face significant complexity in implementation and navigation, with a steep learning curve and performance issues with large datasets.
  • Users find difficult customization to be costly and complex, requiring significant configuration and dependence on consultants.
  • Users struggle with the difficult learning process, requiring extensive training and resulting in ongoing confusion with the interface.
  • Users find that customization can become quite expensive due to high consultancy fees and implementation complexities.
  • Users experience lagging performance with large datasets, leading to frustration and inefficiency during critical tasks.

What Are Recent G2 Reviews of Vendavo?

Flowcase

Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win.

Average Rating: 4.6/5.0

Total Reviews: 31

How Do G2 Users Rate Flowcase?

  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Flowcase?

  • Seller: Flowcase
  • Company Website:
  • Year Founded: 2012
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 42% Small, 29% Medium

What Do G2 Reviewers Say About Flowcase?

AI-generated summary from verified user reviews

Pros
  • Users find Flowcase to be intuitive and user-friendly, making CV management easy and efficient.
  • Users find Flowcase to be highly intuitive, enhancing their experience in managing CVs and proposals efficiently.
  • Users value the easy integrations of Flowcase, appreciating its seamless compatibility with other tools and personalized features.
  • Users appreciate the intuitive interface and powerful automation tools of Flowcase, enhancing document management and proposal handling.
  • Users find the intuitive AI technology of Flowcase enhances ease of use and overall experience.
Cons
  • Users find that the difficult learning curve can make setting advanced functions challenging initially.
  • Users find that initial usage difficulty with advanced functions complicates the onboarding experience for Flowcase.
  • Users note some integration issues with external tools, though personal experiences may vary based on usage.
  • Users note the limited customization in Flowcase, as it must accommodate many users simultaneously.
  • Users initially find limited template flexibility with Flowcase, but appreciate improvements and ongoing dialogue for changes.

What Are Recent G2 Reviews of Flowcase?

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