Best Proposal Software - Page 3

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 296

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
  • 22,700+ Authentic Reviews
  • 296+ 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, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, Anchor, Ignition, and DealHub AI.

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

Sponsored

Inventive.AI

Inventive AI is AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see > 90% faster RFP response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo

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Zilliant CPQ

Die Mind Cloud Digital Sales Platform wurde von Zilliant (www.zilliant.com) übernommen. Zilliant hilft Unternehmen, die Kraft der Preisgestaltung zu nutzen, indem es die Preisgestaltung in den Mittelpunkt jedes Geschäfts stellt. Zilliant ermöglicht es Unternehmen, den gesamten Preisgestaltungszyklus auf einer einzigen Plattform zu verwalten, sodass sie bessere Kauferlebnisse schaffen und profitables Wachstum vorantreiben können. Zilliant CPQ vereinfacht selbst den komplexesten Angebotsprozess, um Verkaufszyklen zu verkürzen und das Kauferlebnis zu verbessern. Speziell für die Fertigung entwickelt, erstellt Zilliant CPQ genaue Angebote für komplexe Konfigurationen mit geführtem Verkauf, Echtzeit-Preisgestaltung und dynamischen Kostenschätzungen. Mit robusten ERP- und CRM-Integrationen macht Zilliant CPQ es einfach, das Kundenerlebnis mit interaktiven Visualisierungen und Selbstbedienungskäufen zu optimieren, um den Umsatz zu steigern und einen Wettbewerbsvorteil zu erhalten. Mit Zilliant CPQ können Unternehmen: - Fehlkonfigurationen, Kostenungenauigkeiten und Bestellfehler beseitigen - Umsatz und Auftragsgröße mit optimierter, geführter Preisgestaltung steigern - Den Verkaufsprozess mit optimierten Workflows und Angeboten automatisieren und skalieren - Selbstbedienung freischalten, um in neue Kanäle zu expandieren und das Kundenerlebnis zu verbessern - Von einer schnellen Wertschöpfung mit einer speziell für die Fertigung entwickelten Lösung profitieren

Average Rating: 4.8/5.0

Total Reviews: 28

How Do G2 Users Rate Zilliant CPQ?

  • Einfache Bedienung: 9.2/10 (Category avg: 8.9/10)
  • Montage- und Freigabe-Workflows: 9.6/10 (Category avg: 8.6/10)
  • Vorlagenerstellung und Flexibilität: 9.5/10 (Category avg: 8.6/10)
  • Anpassbarkeit: Variablen und Felder: 9.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Zilliant CPQ?

  • Verkäufer: Zilliant
  • Unternehmenswebsite:
  • Gründungsjahr: 1999
  • Hauptsitz: Austin, TX
  • Twitter: @zilliant
    3,351 Twitter-Follower
  • LinkedIn®-Seite: www.linkedin.com
    174 Mitarbeiter*innen auf LinkedIn®

Who Uses This Product?

  • Top Industries: Informationstechnologie und Dienstleistungen, Maschinenbau oder industrielle Technik
  • Company Size: 47% Small, 37% Large

What Do G2 Reviewers Say About Zilliant CPQ?

AI-generated summary from verified user reviews

Pros
  • Benutzer schätzen die Effizienz von Zilliant CPQ, die eine schnelle Konfiguration und Preisgestaltung für einen Wettbewerbsvorteil ermöglicht.
  • Benutzer profitieren von Anpassung und Integration mit Zilliant CPQ, was die Angebotszyklen und die Gesamteffizienz verbessert.
  • Benutzer schätzen die Anpassungsfähigkeit von Zilliant CPQ, was die Prozesseffizienz verbessert und einen sicheren, validierten Datenzugriff gewährleistet.
  • Benutzer loben die Benutzerfreundlichkeit von Zilliant CPQ, die eine schnelle Konfiguration und Preisgestaltung für Kundenlösungen ermöglicht.
  • Benutzer schätzen die einfache Anpassung von Zilliant CPQ, die optimierte Prozesse und verbesserte Sicherheitsfunktionen ermöglicht.
Cons
  • Benutzer finden das langsame Laden während komplexer Operationen frustrierend und glauben, dass es verbessert werden könnte.
  • Benutzer berichten von langsamer Leistung in Zilliant CPQ, insbesondere bei komplexen Vorgängen, die bessere Ladezeiten erfordern.

What Are Recent G2 Reviews of Zilliant CPQ?

Assembly

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more, with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work, so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start for free today at assembly.com.

Average Rating: 4.7/5.0

Total Reviews: 325

How Do G2 Users Rate Assembly?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 6.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Assembly?

  • Seller: Assembly
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @assemblycom
    60,010 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 91% Small, 4% Medium

What Do G2 Reviewers Say About Assembly?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Assembly exceptional, streamlining client information presentation and management.
  • Users value the easy setup of Assembly, enabling quick implementation and smooth user experiences with minimal effort.
  • Users praise the responsive customer support of Assembly, enhancing their overall experience and satisfaction with the product.
  • Users highlight the intuitive design of Assembly, making client management and onboarding seamless and efficient.
  • Users value the seamless integration capabilities of Assembly, enhancing their workflow and centralizing diverse processes effectively.
Cons
  • Users express a desire for missing features, hoping for enhanced integrations and richer text options for improved functionality.
  • Users find limited features in Assembly, wishing for more integration and customization opportunities for enhanced usability.
  • Users desire more customization options for the portal, wishing for full CSS control and theme selections.
  • Users note the lack of features in Assembly, likening it to a 'beta version' needing further development.
  • Users encounter integration issues with Assembly, seeking smoother connections with payment processing and other software.

What Are Recent G2 Reviews of Assembly?

What Are G2 Users Discussing About Assembly?

Apropo

Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once. Quote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors! Win more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files! Standardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours. Stop spending hours creating Excel quotes that lose. Spend minutes creating next-gen quotes that win.

Average Rating: 4.8/5.0

Total Reviews: 29

How Do G2 Users Rate Apropo?

  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Apropo?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Apropo?

AI-generated summary from verified user reviews

Pros
  • Users find Apropo to be intuitive and easy to use, streamlining proposal creation without the hassle of Excel.
  • Users value the efficiency of Apropo, significantly speeding up the quoting process and optimizing workflows effectively.
  • Users find Apropo's time-saving features greatly enhance their efficiency, speeding up the quoting process significantly.
  • Users love the professional presentation quality of Apropo, enhancing client engagement and decision-making effortlessly.
  • Users praise the exceptional customer support of Apropo, highlighting responsive assistance and direct access to leadership.
Cons
  • Users report occasional bug issues that arise as Apropo evolves, but overall, feedback is encouraged and welcomed.
  • Users find the onboarding process complex, with new members often feeling overwhelmed by numerous features and formatting options.
  • Users find the feature usability lacking, often facing complications and needing to adapt to the interface.
  • Users find a lack of customization in Apropo, requiring manual adjustments that hinder user experience and efficiency.
  • Users find the inadequate AI performance of Apropo limits customization and fails to meet specific requirements effectively.

What Are Recent G2 Reviews of Apropo?

What Are G2 Users Discussing About Apropo?

Nusii

Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow.

Average Rating: 4.5/5.0

Total Reviews: 24

How Do G2 Users Rate Nusii?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Nusii?

  • Seller: Nusii
  • Year Founded: 2013
  • HQ Location: MADRID
  • Twitter: @nusiiapp
    1,111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 96% Small, 4% Large

What Are Recent G2 Reviews of Nusii?

What Are G2 Users Discussing About Nusii?

Tilkee

Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisations to better engage with prospects and clients. Using innovative tracking tools, AI-powered engagement analytics, and over 30 tool integrations including Salesforce and Microsoft Dynamics, the Tilkee platform increases sales management effectiveness and helps achieve higher seller productivity. Whether you use Salesforce, Oracle, Microsoft Dynamics or one of many other CRM tools, Tilkee’s sophisticated cloud-based solution analyses prospects’ interest using Augmented Intelligence and allows your sales teams to contact the right prospect at the right moment. Tilkee analyzes prospects'​ reading behavior to help you qualify in real-time their willingness to sign the deal.

Average Rating: 4.6/5.0

Total Reviews: 11

How Do G2 Users Rate Tilkee?

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

Who Is the Company Behind Tilkee?

  • Seller: Tilkee
  • Year Founded: 2014
  • HQ Location: Lyon, Rh‚Äö√†√∂¬¨‚Ä¢ne Alpes
  • Twitter: @tilkeeapp
    2,962 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 55% Small, 36% Medium

What Are Recent G2 Reviews of Tilkee?

What Are G2 Users Discussing About Tilkee?

Smart Pricing Table

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

Average Rating: 5.0/5.0

Total Reviews: 55

How Do G2 Users Rate Smart Pricing Table?

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

Who Is the Company Behind Smart Pricing Table?

Who Uses This Product?

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

What Do G2 Reviewers Say About Smart Pricing Table?

AI-generated summary from verified user reviews

Pros
  • Users commend the responsive customer support of Smart Pricing Table, appreciating quick resolutions and helpful assistance.
  • Users find the ease of use of Smart Pricing Table enhances proposal setup and client interaction greatly.
  • Users value the efficiency of Smart Pricing Table, streamlining proposal creation and enhancing productivity across diverse industries.
  • Users love how Smart Pricing Table saves them time by streamlining proposal creation and management effectively.
  • Users praise the easy creation of proposals with Smart Pricing Table, enhancing efficiency and client engagement significantly.
Cons
  • Users desire the inclusion of multiple client signers, as some companies need more than one signature for approvals.
  • Users feel that the copy-paste issues due to extensive watermarking diminish the uniqueness of proposals.
  • Users find the initial usage difficulty of Smart Pricing Table frustrating, desiring more direct support during setup.
  • Users express concern over a lack of guidance in the setup process, finding videos insufficient without direct support.
  • Users find layout issues limiting, wishing for more design control and easier table navigation in Smart Pricing Table.

What Are Recent G2 Reviews of Smart Pricing Table?

TaxDome

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

Average Rating: 4.7/5.0

Total Reviews: 712

How Do G2 Users Rate TaxDome?

  • 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: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind TaxDome?

  • Seller: TaxDome
  • Year Founded: 2017
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    329 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Accounting, Financial Services
  • Company Size: 99% Small, 0% Medium

What Do G2 Reviewers Say About TaxDome?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of TaxDome, enhancing their workflow and allowing quick client setup.
  • Users value the effective communication with clients through TaxDome, simplifying document management and collaboration seamlessly.
  • Users appreciate the centralized access of TaxDome, ensuring efficient communication and organization in their workflow.
  • Users praise TaxDome for its efficiency in keeping everything organized and automating workflows, enhancing productivity.
  • Users commend the responsive and knowledgeable customer support at TaxDome, enhancing their overall experience and satisfaction.
Cons
  • Users find the learning curve steep, requiring considerable time and effort to set up and integrate TaxDome effectively.
  • Users feel that the missing features in TaxDome limit functionality and hinder efficient workflow integration.
  • Users find the difficult learning curve of TaxDome challenging, requiring significant time and effort to master.
  • Users note limited features in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team.
  • Users often face limited functionality with TaxDome, finding many promised features are unavailable or lacking.

What Are Recent G2 Reviews of TaxDome?

What Are G2 Users Discussing About TaxDome?

Minoa

Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and track promised vs. realized outcomes from discovery through renewal. Revenue teams at Snowflake, Vanta, Pendo and others use Minoa to standardize value selling, scale business cases across more deals, and defend renewals with measurable impact.

Average Rating: 5.0/5.0

Total Reviews: 24

How Do G2 Users Rate Minoa?

  • Ease of Use: 10.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Minoa?

  • Seller: Minoa
  • Year Founded: 2023
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 79% Medium, 13% Small

What Do G2 Reviewers Say About Minoa?

AI-generated summary from verified user reviews

Pros
  • Users applaud the ease of use of Minoa, facilitating quick ROI calculations and effective collaboration across teams.
  • Users find Minoa time-saving, enabling fast creation of business cases and swift support for efficient usage.
  • Users appreciate the swift and helpful customer support from Minoa, enhancing their overall experience and efficiency.
  • Users find Minoa's easy sharing features essential for distributing tools and enhancing team collaboration across the organization.
  • Users find Minoa to be efficient, enabling fast ROI calculations and seamless collaboration with their team.

What Are Recent G2 Reviews of Minoa?

Nintex

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.

Average Rating: 4.3/5.0

Total Reviews: 1,272

How Do G2 Users Rate Nintex?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (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: 8.8/10)

Who Is the Company Behind Nintex?

  • Seller: Nintex
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Bellevue, WA
  • LinkedIn® Page: www.linkedin.com
    1,192 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Analyst, Salesforce Administrator
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 40% Medium

What Do G2 Reviewers Say About Nintex?

AI-generated summary from verified user reviews

Pros
  • Users find Nintex to be easy to use, facilitating quick upskilling and efficient workflow automation for everyone.
  • Users value the ease of automation with Nintex, facilitating streamlined workflows and reducing manual workload effectively.
  • Users praise the intuitive workflow management of Nintex, enabling seamless implementation and reliable automation.
  • Users praise the easy setup of Nintex, facilitating quick implementation of features without any issues.
  • Users value the versatility of Nintex, enabling both simple and complex workflow automation with ease and flexibility.
Cons
  • Users note the limited features of Nintex for data tasks, impacting speed and customization flexibility.
  • Users experience a learning curve with Skuid, finding it challenging to master its advanced features and capabilities.
  • Users find Nintex to be expensive, especially for smaller teams, which can hinder overall adoption and usage.
  • Users find complexity in understanding advanced features and managing workflows, which may hinder their productivity and experience.
  • Users express concern over limited customization options in Nintex, which can hinder advanced workflow design and flexibility.

What Are Recent G2 Reviews of Nintex?

What Are G2 Users Discussing About Nintex?

XaitPorter

XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.

Average Rating: 4.6/5.0

Total Reviews: 51

How Do G2 Users Rate XaitPorter?

  • 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: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind XaitPorter?

  • Seller: Xait
  • Year Founded: 2000
  • HQ Location: Sandnes, Norway
  • Twitter: @xaitgroup
    701 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Oil & Energy, Computer Software
  • Company Size: 57% Medium, 31% Large

What Are Recent G2 Reviews of XaitPorter?

What Are G2 Users Discussing About XaitPorter?

Clientary

Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects.

Average Rating: 4.7/5.0

Total Reviews: 45

How Do G2 Users Rate Clientary?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Clientary?

  • Seller: Unbrew
  • Year Founded: 2008
  • HQ Location: San Jose, CA
  • Twitter: @clientary
    631 Twitter followers
  • LinkedIn® Page: www.linkedin.com

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 63% Small, 20% Large

What Are Recent G2 Reviews of Clientary?

Oneflow

Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control.

Average Rating: 4.4/5.0

Total Reviews: 361

How Do G2 Users Rate Oneflow?

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

Who Is the Company Behind Oneflow?

  • Seller: Oneflow
  • Year Founded: 2012
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @oneflowcom
    261 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    155 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Konsultchef
  • Top Industries: Staffing and Recruiting, Computer Software
  • Company Size: 44% Small, 43% Medium

What Do G2 Reviewers Say About Oneflow?

AI-generated summary from verified user reviews

Pros
  • Users find Oneflow's ease of use exceptional, streamlining contract management and enhancing workflow efficiency effortlessly.
  • Users find Oneflow to be intuitive and easy to use, enhancing the contract management experience significantly.
  • Users find Oneflow to be an efficient tool that streamlines contract management and enhances workflow significantly.
  • Users appreciate the streamlined contract management of Oneflow, which simplifies processes and enhances overall efficiency.
  • Users commend the fast and accurate customer support from OneFlow, enhancing their overall experience with the product.
Cons
  • Users note a lack of missing features in Oneflow, particularly in customization and integrations that limit flexibility.
  • Users find the limited capabilities for document collaboration frustrating and desire better integration and automation features.
  • Users note the limited customization options in Oneflow, seeking more flexibility and integration features for better usability.
  • Users feel that Oneflow is quite expensive and lacks value due to the additional costs for promised functionalities.
  • Users find feature usability lacking in Oneflow compared to competitors, citing cumbersomeness and design issues.

What Are Recent G2 Reviews of Oneflow?

What Are G2 Users Discussing About Oneflow?

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: 8.8/10)

Who Is the Company Behind ClientPoint?

  • Seller: ClientPoint
  • Year Founded: 2009
  • HQ Location: Carlsbad, CA
  • Twitter: @ClientPoint
    108 Twitter followers
  • 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 of ClientPoint, enhancing their sales process and organization.
  • Users appreciate the efficient client management capabilities of ClientPoint, streamlining the sales process and document transition.
  • Users appreciate the Customer Success features of ClientPoint, enhancing document management and transitioning smoothly post-signing.
  • Users appreciate the ease of document management with ClientPoint, enhancing organization and tracking during the sales process.
  • Users find ClientPoint easy to use, streamlining document sharing and organization throughout the sales process.
Cons
  • Users experience performance issues with slow page loading and delays in document uploads and saving.
  • Users experience saving issues, as loading pages and uploading documents can be frustratingly slow.
  • Users experience slow loading times, often facing delays of several seconds to a minute for uploads and saves.
  • Users experience slow performance, with delays in loading pages and uploading documents affecting their efficiency.
  • Users often face upload issues with ClientPoint, leading to frustrating delays when loading and saving documents.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

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: 8.8/10)

Who Is the Company Behind Cacheflow?

  • Seller: Cacheflow
  • Year Founded: 2021
  • HQ Location: Los Altos, CA
  • Twitter: @getcacheflow
    88 Twitter followers
  • 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 love the ease of use of Cacheflow, making quote creation and management quick and efficient.
  • Users praise the easy setup of Cacheflow, enabling swift integration and significant time savings in their processes.
  • Users appreciate the proactive support from Cacheflow's team, making implementation and integrations seamless and efficient.
  • Users value the real-time proposal tracking of Cacheflow, enhancing their follow-up and collaboration efficiency with clients.
  • Users value the seamless CRM integrations of Cacheflow, significantly enhancing quote preparation and saving valuable time.
Cons
  • Users find the missing features in Cacheflow, such as revenue tracking and reminders, limit its effectiveness.
  • Users find limited features in Cacheflow, particularly lacking multi-currency support and comprehensive reporting options.
  • Users are frustrated by access limitations such as frequent logouts and restricted support hours affecting productivity.
  • Users find difficult customization options in Cacheflow, hindering their ability to fully tailor proposals as needed.
  • Users often face integration issues with Cacheflow, hindering their ability to streamline workflows effectively.

What Are Recent G2 Reviews of Cacheflow?

Zomentum e-Sign and Payment

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

Average Rating: 4.6/5.0

Total Reviews: 30

How Do G2 Users Rate Zomentum e-Sign and Payment?

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

Who Is the Company Behind Zomentum e-Sign and Payment?

  • Seller: Zomentum
  • Year Founded: 2018
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Zomentum e-Sign and Payment?

AI-generated summary from verified user reviews

Pros
  • Users value the automation of quoting processes, simplifying management and enhancing efficiency through system integration.
  • Users appreciate the customer satisfaction from Zomentum e-Sign and Payment due to its seamless quoting and support processes.
  • Users appreciate the excellent technical support of Zomentum e-Sign and Payment, enhancing their overall experience.
  • Users value the streamlined deal management in Zomentum, enabling a standardized quoting process with excellent technical support.
  • Users value the standardized quoting process that streamlines efficiency and enhances accuracy in their workflow.
Cons
  • Users find the interface usability lacking, noting it feels rough and the language is too international.
  • Users find the outdated design of Zomentum e-Sign and Payment hampers usability and overall experience.
  • Users find the poor interface design of Zomentum e-Sign and Payment challenging and less intuitive to navigate.
  • Users note that the UI improvements are needed due to a rough design and inconsistent language usage.
  • Users find the rough GUI and international language of Zomentum e-Sign and Payment difficult to navigate.

What Are Recent G2 Reviews of Zomentum e-Sign and Payment?

What Are G2 Users Discussing About Zomentum e-Sign and Payment?

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