# Best Proposal Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 283 ### Category Stats (May 2026) - **Average Rating**: 4.49/5 - **New Reviews This Quarter**: 239 - **Buyer Segments**: Mid-Market 46% │ Small-Business 39% │ Enterprise 15% - **Top Trending Product**: Ratio (+0.122) *Last updated: May 18, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,000+ Authentic Reviews - 283+ 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. ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,311 reviews) | Fast, template-driven proposals | "[Time-Saving Templates with Few Limitations](https://www.g2.com/survey_responses/pandadoc-review-12240403)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,228 reviews) | Proposal delivery with sales engagement | "[Easy and efficient document signing platform](https://www.g2.com/survey_responses/getaccept-review-12654643)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,275 reviews) | High-volume RFP and questionnaire responses | "[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)" | | 4 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (883 reviews) | Interactive, web-style proposals | "[A Huge Time-Saver for Bundled Subscription Tiers with Smooth CRM Sync](https://www.g2.com/survey_responses/qwilr-review-12722634)" | | 5 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (833 reviews) | All-in-one proposal + CPQ automation | "[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)" | | 6 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (119 reviews) | Services proposals with recurring pricing | "[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)" | | 8 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)" | | 9 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (241 reviews) | Complex configuration and pricing proposals | "[Streamlined Quoting with Powerful Automation - OCPQ](https://www.g2.com/survey_responses/oracle-cpq-review-11872156)" | | 10 | [Conga Composer](https://www.g2.com/products/conga-composer/reviews) | 4.4/5.0 (834 reviews) | Salesforce-native automated document generation | "[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)" | ## Which Proposal Software Is Best for Your Use Case? - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) ## Which Type of Proposal Software Tools Are You Looking For? - [Proposal Software](https://www.g2.com/categories/proposal) *(current)* - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- **Sponsored** ### Conga Composer Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=274&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Fpage%3D12&secure%5Btoken%5D=9d5afd92f31a48d4bddad37b0d22f7fcf8cc2b7b24c478245de081eb689b66bd&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-composer-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo) --- ## Buyer Guide: Key Questions for Choosing Proposal Software Software ### What does proposal software do? When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It’s a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I’ve seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. These advantages help deal teams maintain consistency without adding administrative overhead. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process. Each needs reliable content and streamlined workflows to stay aligned. - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** are designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - **Customizable templates** that maintain brand and messaging continuity. - **Automated pricing tables** and discount controls. - **Content libraries** that reduce repetitive work during proposal creation. - **Collaboration tools** for comments, reviews, and revisions. - **Engagement analytics** that show how prospects interact with documents. - **Integrated e-signatures** for faster close cycles. These features ensure proposals remain accurate, consistent, and aligned with the deal strategy. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category. - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics** are becoming more granular, showing which pages influence buying decisions. ### How should I choose proposal software? For me, the strongest platforms are the ones that help teams create accurate proposals quickly while maintaining brand, pricing, and compliance standards. When those elements work together, proposal software becomes a dependable foundation for efficient, insight-driven deal execution. ### What does proposal software do? When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It's a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I've seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process: - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - Customizable templates that maintain brand and messaging continuity. - Automated pricing tables and discount controls. - Content libraries that reduce repetitive work during proposal creation. - Collaboration tools for comments, reviews, and revisions. - Engagement analytics that show how prospects interact with documents. - Integrated e-signatures for faster close cycles. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category: - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics are becoming more granular** , showing which pages influence buying decisions. --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [PandaDoc](https://www.g2.com/products/pandadoc/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 3,311 **Why buyers love it?:** My review of G2 Data for PandaDoc revealed a recurring theme of how often users point to the platform’s ability to cut proposal turnaround time dramatically. Reviewers describe flexible templates, intuitive editing tools, and integrated e-signatures that help teams move from draft to signature without switching between apps. Many also call out the document-tracking insights that reveal when prospects view or interact with a proposal. The sentiment consistently reflects a tool that supports fast, polished output with minimal friction. ### What Do G2 Reviewers Say About PandaDoc? *AI-generated summary from verified user reviews* **Pros:** - Users find PandaDoc **very user-friendly** , enhancing work efficiency and simplifying client interactions and signatures. - Users appreciate the **efficient document management** of PandaDoc, simplifying workflows and enhancing organization for client interactions. - Users find PandaDoc to be **user-friendly** and efficient, enhancing productivity for everyday work tasks. - Users appreciate the **ease of tracking e-signatures** with PandaDoc, ensuring smooth and efficient contract management. - Users appreciate the **intuitive design** of PandaDoc, making document preparation and client interactions smooth and efficient. **Cons:** - Users are frustrated by the **missing features** in PandaDoc, particularly limitations on document handling and editing options. - Users find PandaDoc **expensive** , especially regarding costs for online form submissions and upgrade necessities for usability. - Users find the **signature issues** in PandaDoc to be confusing and limiting, affecting overall usability. - Users face **difficult editing** challenges in PandaDoc, experiencing issues with document navigation and limited change capabilities. - Users struggle with **editing complexity** , finding it difficult to adjust existing documents or custom formats effectively. #### Key Features - Document Signing - Enterprise Scalability - Customizability: Variables and Fields - Document Builder Interface - Proposal Effectiveness Reporting #### What Are Recent G2 Reviews of PandaDoc? **"[Professional and Efficient Document Management for My Clinic](https://www.g2.com/survey_responses/pandadoc-review-11856586)"** **Rating:** 4.5/5.0 stars *— Shubham S.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11856586) --- **"[Time-Saving Templates with Few Limitations](https://www.g2.com/survey_responses/pandadoc-review-12240403)"** **Rating:** 4.5/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-12240403) --- #### What Are G2 Users Discussing About PandaDoc? - [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments - [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments ### 2. [GetAccept](https://www.g2.com/products/getaccept/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,228 **Why buyers love it?:** I analyzed G2 reviews for GetAccept and noticed that users highlighted the platform’s ability to seamlessly integrate proposals with sales engagement. Reviewers mention features like embedded video messages, live chat, and automated follow-up reminders that make proposals feel more conversational. People also value the document-tracking elements that reveal prospect interest. Feedback indicates that a tool has been created to keep proposals closely aligned with the live buyer conversation. ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of GetAccept for creating and sending contracts quickly and efficiently. - Users commend the **responsive customer support** from GetAccept, which greatly enhances their overall experience and efficiency. - Users find GetAccept **intuitive and user-friendly** , streamlining processes and enhancing engagement throughout the sales journey. - Users appreciate the **responsive customer support** from GetAccept, enhancing their overall experience and simplifying workflow. - Users appreciate the **time-saving features** of GetAccept, significantly improving workflow efficiency and document management. **Cons:** - Users often experience **missing features** in GetAccept, including vague error messages and limitations in templates. - Users find the **limited customization** options frustrating, making it hard to tailor GetAccept to their specific needs. - Users find **difficult editing** in GetAccept frustrating, wishing for greater flexibility in template customization and document management. - Users note the **limited features** of GetAccept, which complicate processes and create internal frustration during usage. - Users report **poor integration** with SF and Dynamics 365, leading to time-consuming troubleshooting and error challenges. #### Key Features - User, Role, and Access Management - Reminders and Expirations - Regulatory Compliance - Template Creation and Flexibility - Reporting #### What Are Recent G2 Reviews of GetAccept? **"[Seamless Onboarding, Helpful Team, and a Clean, Reliable Dashboard](https://www.g2.com/survey_responses/getaccept-review-12682321)"** **Rating:** 5.0/5.0 stars *— Joseph M.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12682321) --- **"[Easy and efficient document signing platform](https://www.g2.com/survey_responses/getaccept-review-12654643)"** **Rating:** 5.0/5.0 stars *— Niki .* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12654643) --- ### 3. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,275 **Why buyers love it?:** When I read through G2 reviews for Responsive, I noticed how often users emphasize its ability to streamline RFPs, RFIs, and long-form questionnaires. Reviewers highlight the AI-supported answer library, automated suggestions, and collaborative tools that help teams respond accurately under demanding timelines. Many also mention analytics that reveal content quality and contribution load. The feedback positions Responsive as a platform built for information-dense proposals that require precision and coordination. ### What Do G2 Reviewers Say About Responsive, formerly RFPIO? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Responsive, highlighting its intuitive design and efficient implementation process. - Users appreciate the **quick and easy import features** of Responsive, allowing more focus on valuable projects and innovation. - Users praise the **exceptional efficiency** of Responsive, significantly reducing task completion time and enhancing response quality. - Users commend Responsive for its **time-saving capabilities** , significantly streamlining RFP processes and enhancing collaboration among teams. - Users value the **team collaboration** features of Responsive, enhancing workflow and communication across departments for RFP management. **Cons:** - Users find the interface **not intuitive** , leading to frustration with complex functions and unclear tool icons. - Users express concerns over **missing features** like improved AI functionality and formatting options, affecting overall usability. - Users find Responsive's **non-intuitive features** challenging, leading to confusion and inefficiencies when navigating the platform. - Users find the **difficult learning curve** challenging, especially for new users due to numerous features and options. - Users find the **inefficient search functionality** frustrating, especially when looking for exact phrases or sentences. #### Key Features - Online Document Creation - Proposal Effectiveness Reporting - Alerts and Notifications - Templates - Review #### What Are Recent G2 Reviews of Responsive, formerly RFPIO? **"[Responsive - the Best Solution for Bid Management](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12812052)"** **Rating:** 5.0/5.0 stars *— Mythili G.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12812052) --- **"[Modern, versatile, obsolete](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920)"** **Rating:** 5.0/5.0 stars *— Horia Z.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-9940920) --- #### What Are G2 Users Discussing About Responsive, formerly RFPIO? - [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### 4. [Qwilr](https://www.g2.com/products/qwilr/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 883 **Why buyers love it?:** Looking at Qwilr G2 reviews, I found praise for its interactive, web-style proposal format. Users describe digital pages enriched with video, media sections, and scroll-based layouts that feel significantly more engaging than static documents. They also value the analytics that show how long each section holds a prospect’s attention. The sentiment points toward a tool that elevates proposals into immersive, branded experiences. ### What Do G2 Reviewers Say About Qwilr? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** with Qwilr, especially appreciating the intuitive design and customization options. - Users love the **visual templates** of Qwilr, making document presentation interactive and professional without design skills. - Users love the **easy setup** of Qwilr, enabling the creation of professional and interactive proposals effortlessly. - Users love the **professional-looking proposal builder** of Qwilr, enabling stunning and interactive documents effortlessly. - Users value the **exceptional customer support** from Qwilr, highlighting their responsiveness and helpful attitude toward inquiries. **Cons:** - Users express frustration with **limited customization options** , feeling constrained by the formatting and layout controls. - Users have faced **integration issues** with HubSpot and QuickBooks, hindering their overall experience with Qwilr. - Users find **missing features** in Qwilr, especially with Salesforce syncing and limited integration options affecting usability. - Users find **difficult editing** due to limitations on text changes and drag-and-drop functionality in Qwilr. - Users are frustrated by **limited features** , particularly in formatting options and document management within Qwilr. #### Key Features - Custom Branding - Document Signing - Signature History and Audit - Customizability: Variables and Fields - Document Builder Interface #### What Are Recent G2 Reviews of Qwilr? **"[A Huge Time-Saver for Bundled Subscription Tiers with Smooth CRM Sync](https://www.g2.com/survey_responses/qwilr-review-12722634)"** **Rating:** 5.0/5.0 stars *— Tyson C.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12722634) --- **"[Smooth Salesforce Integration and Clear Proposal Analytics in One Centralized Workflow](https://www.g2.com/survey_responses/qwilr-review-12739009)"** **Rating:** 4.5/5.0 stars *— Felton H.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12739009) --- #### What Are G2 Users Discussing About Qwilr? - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ### 5. [DealHub](https://www.g2.com/products/dealhub/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 833 **Why buyers love it?:** As I examined DealHub feedback on G2, I repeatedly saw reviewers highlighting how the platform connects quoting, approvals, and proposals into a single unified flow. Users mention guided selling paths, rules-based pricing, and automated approvals that help maintain consistent commercial processes. They also emphasize predictable proposal formatting because DealHub enforces structured configuration. The overall picture is a system designed to centralize deal creation for teams with intricate pricing or approval environments. ### What Do G2 Reviewers Say About DealHub? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive and thorough customer support** from DealHub, which enhances their overall experience significantly. - Users praise the **ease of use** of DealHub, highlighting its quick onboarding and intuitive interface for daily operations. - Users celebrate the **time-saving automation** of DealHub, enhancing efficiency and streamlining their sales processes effectively. - Users highlight the **efficiency** of DealHub, significantly improving sales cycles and streamlining processes within the company. - Users praise the **seamless integrations** with CRM systems and comprehensive support, enhancing overall sales efficiency. **Cons:** - Users mention a noticeable **learning curve** with DealHub, requiring additional support and improved documentation for better navigation. - Users note the **limited customization** in DealHub, making it challenging to implement complex features seamlessly. - Users find the **steep learning curve** of DealHub challenging for new users and those needing simpler functionalities. - Users face challenges with **missing features** in DealHub, requiring inconvenient workarounds for complex Order Form creation. - Users experience **integration issues** with DealHub, facing challenges in syncing and CRM compatibility that hinder functionality. #### Key Features - Configuration Rules - Grouping - Integration API - Online Document Creation - Proposal Effectiveness Reporting #### What Are Recent G2 Reviews of DealHub? **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12805363) --- **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12780504) --- #### What Are G2 Users Discussing About DealHub? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments ### 6. [Ignition](https://www.g2.com/products/ignition/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **Why buyers love it?:** Reviewing user sentiment for Ignition on G2, I kept encountering references to how the platform unifies proposal creation with automated billing and onboarding. Users appreciate clear statements of work, transparent pricing, and prompt invoicing once a client accepts. Many credit the automation with eliminating manual setup steps after a deal closes. The overall impression is that of a system designed to streamline the proposal-to-payment workflow for service firms. ### What Do G2 Reviewers Say About Ignition? *AI-generated summary from verified user reviews* **Pros:** - Users find Ignition to be **extremely easy to use** , benefiting from excellent support and seamless integration features. - Users commend the **exceptional customer support** of Ignition, noting helpfulness and quick responses to issues. - Users commend the **easy setup** of Ignition, appreciating the helpful support staff throughout the onboarding process. - Users value Ignition for its **time-saving capabilities** , streamlining processes from proposals to payments all in one platform. - Users love the **efficiency** of Ignition, making tasks seamless and greatly enhancing client engagement and service delivery. **Cons:** - Users find the **pricing quite expensive** , making it challenging to fully utilize Ignition's services. - Users experience a **considerable learning curve** with Ignition, making it challenging to master the platform's full capabilities. - Users find **limited customization options** frustrating, particularly after approvals, impacting their ability to tailor the platform effectively. - Users feel the **missing features** hinder their ability to manage agreements and proposals effectively within Ignition. - Users find the **payment issues** concerning pricing and processing fees limit the usability of Ignition. #### Key Features - Customizability: Variables and Fields - Document Builder Interface - Engagement Tracking - User, Role, and Access Management - Reporting & Analytics #### What Are Recent G2 Reviews of Ignition? **"[Streamlined Client Onboarding with Professional Ease](https://www.g2.com/survey_responses/ignition-review-12240231)"** **Rating:** 4.0/5.0 stars *— Steven R.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12240231) --- **"[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)"** **Rating:** 4.5/5.0 stars *— Angela K.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) --- #### What Are G2 Users Discussing About Ignition? - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### 7. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 119 **Why buyers love it?:** As I reviewed G2 user sentiment for Anchor, I observed consistent recognition for the platform's effective handling of proposals tied to recurring service packages. Users point to clear pricing models, subscription-friendly templates, and structured contract details that align with service-based offerings. Many also mention smoother back-and-forth during proposal negotiation. The feedback paints a picture of a tool designed for businesses that rely on subscription or retainer-style agreements. ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **time-saving** benefits of Anchor, reporting significant reductions in workload and improved efficiency. - Users appreciate the **ease of use** of Anchor, which simplifies invoicing and enhances overall productivity. - Users appreciate the **automation capabilities** of Anchor, streamlining invoicing and payment processes efficiently. - Users value the **efficiency** of Anchor, appreciating its straightforward setup and seamless integration with other tools. - Users value the **flexibility** of Anchor, enjoying seamless setups and customizable options for proposals and payments. **Cons:** - Users express frustrations with **payment issues** , particularly regarding slow processing and complex integration with Plaid. - Users express concerns about **processing delays** , but appreciate the improvements in settlement speed and deposit times. - Users desire more **customization options** for email reminders and agreements to enhance client interactions. - Users experience a **steep learning curve** with Anchor, requiring time to set up agreements and invoices properly. - Users note a **delay in payouts** for ACH payments, though improvements have been made recently. #### Key Features - Template Creation and Flexibility - Document Builder Interface - Engagement Tracking - User, Role, and Access Management - Accounting #### What Are Recent G2 Reviews of Anchor? **"[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)"** **Rating:** 5.0/5.0 stars *— Priscilla G.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12243521) --- **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- ### 8. [Loopio](https://www.g2.com/products/loopio/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 803 **Why buyers love it?:** When I examined Loopio’s G2 user feedback, I saw many users emphasize its strength in managing and reusing content for large, multi-contributor RFP responses. Reviewers appreciate the structured answer library, collaboration features, and automation that reduce repetitive tasks. They also emphasize the need for improved cross-departmental coordination during deadlines. Loopio appears positioned as an engine for centralizing complex proposal knowledge across teams. ### What Do G2 Reviewers Say About Loopio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Loopio, enhancing collaboration and streamlining proposal preparation effortlessly. - Users find that Loopio greatly enhances **efficiency** , streamlining RFP responses and centralizing information for better collaboration. - Users value Loopio for its **time-saving capabilities** , enabling quick proposal submissions and efficient team collaboration. - Users value Loopio's **user-friendly search engine** , facilitating efficient information access and enhancing overall project collaboration. - Users love how **intuitive** Loopio is, enabling fast, efficient project management and seamless team collaboration. **Cons:** - Users find issues with **missing features** like ineffective word mapping and SmartScan import problems, limiting functionality. - Users find **limitations in mapping complex Excel documents** , complicating the management of large tables and quantitative analyses. - Users face **formatting issues** with Loopio, requiring manual adjustments post-export and wishing for better options. - Users face **export issues** with Loopio, often requiring additional editing and format adjustments post-export. - Users experience **limited features** , such as manual imports and restricted file handling, affecting overall efficiency and usability. #### Key Features - Customizability: Variables and Fields - Assembly and Approval Workflows - User, Role, and Access Management - Templates - Collaboration #### What Are Recent G2 Reviews of Loopio? **"[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)"** **Rating:** 5.0/5.0 stars *— Amanda K.* [Read full review](https://www.g2.com/survey_responses/loopio-review-12035437) --- **"[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)"** **Rating:** 5.0/5.0 stars *— Rob W.* [Read full review](https://www.g2.com/survey_responses/loopio-review-8308614) --- #### What Are G2 Users Discussing About Loopio? - [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment - [What is Avnio RFx used for?](https://www.g2.com/discussions/what-is-avnio-rfx-used-for) - [What is Avnio Tables used for?](https://www.g2.com/discussions/what-is-avnio-tables-used-for) ### 9. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 241 **Why buyers love it?:** When I assessed Oracle CPQ G2 reviews, I noticed strong emphasis on its capacity to support highly detailed configuration and pricing structures. Reviewers describe dependable rules engines, guided configuration paths, and dynamic document generation that ensures accuracy across large product catalogs. They also highlight the stability the platform brings to enterprise-scale quoting. It emerges as a robust solution for organizations that deal with intricate pricing logic. ### What Do G2 Reviewers Say About Oracle CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users find Oracle CPQ to be **simple to use** , streamlining quoting and minimizing errors, enhancing overall efficiency. - Users value the **time-saving capabilities** of Oracle CPQ, which streamline quoting and enhance overall efficiency. - Users appreciate the **streamlined efficiency** of Oracle CPQ, enhancing quote accuracy and speeding up deal closures. - Users value the **enhanced sales efficiency** of Oracle CPQ, facilitating quicker, error-free quoting and improved customer experiences. - Users value the **seamless integrations** of Oracle CPQ, enhancing workflow efficiency and connectivity with CRM and ERP systems. **Cons:** - Users find **complexity in configuration** and customization of Oracle CPQ, which can delay implementation and require technical expertise. - Users experience **bug issues** that lead to slow performance and functionality problems with Oracle CPQ. - Users find the **complex setup** of Oracle CPQ challenging, especially for organizations with diverse pricing rules. - Users face **initial usage difficulty** with Oracle CPQ, as the setup and learning curve can be overwhelming for beginners. - Users struggle with the **steep learning curve** of Oracle CPQ, making initial setup and usage challenging for new admins. #### Key Features - Product Catalog - Discounting - Grouping - Configuration Ease of Admin - Mobile User Support #### What Are Recent G2 Reviews of Oracle CPQ? **"[Streamlined Quoting with Powerful Automation - OCPQ](https://www.g2.com/survey_responses/oracle-cpq-review-11872156)"** **Rating:** 5.0/5.0 stars *— Harish T.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-11872156) --- **"[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)"** **Rating:** 5.0/5.0 stars *— Manisha Reddy K.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518) --- #### What Are G2 Users Discussing About Oracle CPQ? - [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm) ### 10. [Conga Composer](https://www.g2.com/products/conga-composer/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 834 **Why buyers love it?:** What I found across Conga Composer reviews was a platform described as eliminating the manual work of building proposals, quotes, and contracts from Salesforce records. Reviewers consistently credited it with merging real-time data from multiple Salesforce objects into pre-defined templates, producing accurate, consistently formatted documents without copy-paste work. The initial template setup requiring SOQL knowledge was something I found noted across reviews, with most describing it as a worthwhile configuration investment once templates are in place. ### What Do G2 Reviewers Say About Conga Composer? *AI-generated summary from verified user reviews* **Pros:** - Users value the **API for bulk document generation** in Conga Composer, enhancing efficiency and integration with existing systems. - Users value the **document generation API** of Conga Composer, enhancing efficiency and streamlining the document creation process. - Users find Conga Composer's **ease of use** enhances document customization and streamlines work processes effectively. - Users appreciate the **time-saving** capabilities of Conga Composer, enabling quick document creation and customization with ease. - Users value the **seamless integration with Salesforce** , enhancing efficiency and reducing errors in document creation. **Cons:** - Users face a significant **learning curve** with Conga Composer, requiring time and technical skills for setup and template design. - Users find the **steep learning curve** of Conga Composer challenging, particularly for advanced setup and template management. - Users find the **difficulty of mastering advanced templates** and syntax challenging, especially for newcomers to the software. - Users find the **time-consuming setup** of Conga Composer challenging, especially for complex templates and learning curves. - Users find the **complex setup** of Conga Composer in Salesforce challenging and lacking sufficient training resources. #### Key Features - Customizability: Variables and Fields - Document Builder Interface - Reporting and Dashboards - CRM Integration - Spreadsheets #### What Are Recent G2 Reviews of Conga Composer? **"[Efficient Salesforce Document Generation with Consistent, High-ROI Reporting](https://www.g2.com/survey_responses/conga-composer-review-12706846)"** **Rating:** 4.5/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846) --- **"[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)"** **Rating:** 4.0/5.0 stars *— Trupti J.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-9699157) --- #### What Are G2 Users Discussing About Conga Composer? - [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution) - [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do) ### 11. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 559 **Product Description:** Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. ### What Do G2 Reviewers Say About DocSend? *AI-generated summary from verified user reviews* **Pros:** - Users highlight DocSend's **ease of use** , praising its straightforward setup and efficient document sharing capabilities. - Users appreciate the **effective document management** of DocSend, enjoying secure sharing and insightful engagement tracking. - Users appreciate the **real-time analytics and ease of use** in DocSend, enhancing document sharing and tracking efficiency. - Users value the **strong security measures** of DocSend, ensuring professional content is shared safely and efficiently. - Users love the **easy sharing** and tracking of DocSend, enhancing their document security and engagement insights. **Cons:** - Users find DocSend's pricing structure **expensive** , particularly for startups, with no free plan available. - Users are frustrated with the **limited app functionality** , particularly regarding connectivity and file type support. - Users are frustrated by the **lack of essential features** , hindering effective use and increasing costs for upgrades. - Users find the **limited features** of DocSend inadequate for its high pricing, impacting overall value and usability. - Users experience **slow loading and integration issues** with DocSend, impacting usability and flexibility for smaller teams. #### What Are Recent G2 Reviews of DocSend? **"[Easy Onboarding and User-Friendly E‑Signing That Streamlines Contracts](https://www.g2.com/survey_responses/docsend-review-12740184)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12740184) --- **"[Effortless Controlled Document Sharing with One Always-Up-to-Date Link](https://www.g2.com/survey_responses/docsend-review-12503276)"** **Rating:** 4.0/5.0 stars *— Vikram A.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12503276) --- #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### 12. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 450 **Product Description:** How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase ### What Do G2 Reviewers Say About RELAYTO AI? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of RELAYTO AI, allowing anyone to create engaging content without coding skills. - Users appreciate the **customization capabilities** of RELAYTO AI, enhancing their documents with ease while saving time. - Users value the **quality of templates and intuitive design** in Relayto AI, enhancing their workflow and collaboration. - Users find RELAYTO's **user-friendly interface** enhances productivity, making document creation quick and enjoyable. - Users enjoy the **easy creation** of interactive content with RELAYTO's intuitive interface and versatile templates. **Cons:** - Users experience a notable **learning curve** with RELAYTO, but the rewards make the effort worthwhile. - Users find there is a **learning difficulty** with Relayto AI, requiring time to get familiar with its features. - Users find a **steep learning curve** initially with Relayto, but it becomes easier with familiarity and support. - Users often experience an **initial difficulty** navigating RELAYTO AI, requiring time to become familiar with its features. - New users may experience a **learning curve** with Relayto AI, making initial navigation challenging despite its user-friendly design. #### What Are Recent G2 Reviews of RELAYTO AI? **"[From Static to Dynamic: How RELAYTO Redefines Our Competitive Edge and Client Insights](https://www.g2.com/survey_responses/relayto-ai-review-12350177)"** **Rating:** 4.5/5.0 stars *— yifan z.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12350177) --- **"[RELAYTO Turns Static PDFs into Engaging, Trackable Content Experiences](https://www.g2.com/survey_responses/relayto-ai-review-12791315)"** **Rating:** 5.0/5.0 stars *— Meghana V.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12791315) --- #### What Are G2 Users Discussing About RELAYTO AI? - [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks) - [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments ### 13. [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 1,607 **Product Description:** Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. ### What Do G2 Reviewers Say About Jotform Sign? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Jotform Sign, appreciating its intuitive setup and flexible customization options. - Users love the **easy setup** of Jotform Sign, appreciating its intuitive interface and seamless integration with existing systems. - Users highlight the **intuitive design** of Jotform Sign, making document preparation and signing effortless and efficient. - Users love the **simplicity and accessibility** of Jotform Sign, streamlining the process for both clients and creators. - Users love the **easy creation** of forms and documents with Jotform Sign, streamlining their workflow effortlessly. **Cons:** - Users find the **signature limits restrictive** , leading to frustrations and a desire for more flexible pricing options. - Users feel that Jotform Sign is **expensive** and lacks full functionality without upgrading to a higher plan. - Users desire more **customization options** , particularly for signature styles and advanced workflow features in Jotform Sign. - Users express frustration with **form issues** , desiring more flexibility and better functionality in document management and signature visibility. - Users feel Jotform Sign lacks **advanced features and scalability** for complex workflows and broader sharing options. #### What Are Recent G2 Reviews of Jotform Sign? **"[Affordable and Feature-Rich with Remote Signature Ease](https://www.g2.com/survey_responses/jotform-sign-review-11412266)"** **Rating:** 5.0/5.0 stars *— Rashanae P.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-11412266) --- **"[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12825628) --- ### 14. [Proposify](https://www.g2.com/products/proposify/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,107 **Why buyers love it?:** As I evaluated Proposify insights on G2, one pattern stood out: users consistently appreciate how it supports team-wide consistency in proposal creation. Reviewers reference structured template management, approval workflows, and reporting dashboards that surface performance trends. Many describe improved template discipline across large sales teams. It appears to be a system designed to bring order, repeatability, and visibility to proposal operations. ### What Do G2 Reviewers Say About Proposify? *AI-generated summary from verified user reviews* **Pros:** - Users find Proposify to be **extremely user-friendly** , enabling easy proposal creation that impresses clients and boosts sales. - Users love the **variety of templates** in Proposify, making proposal preparation quick and efficient for prospective clients. - Users appreciate the **easy creation** of proposals with Proposify, benefiting from multiple templates and user-friendly design. - Users value the **template creation feature** , allowing faster, error-free proposal generation tailored to different services. - Users value the **ease of creation** with Proposify, praising its user-friendly interface and efficient proposal management. **Cons:** - Users find **limited customization** options in Proposify, particularly lacking in advanced features for proposals. - Users find the **difficult editing** process challenging, as it lacks intuitiveness and cohesive formatting options. - Users find the **editing difficulties** frustrating, highlighting issues with formatting and design flexibility in Proposify. - Users find **template issues** frustrating, especially with organization, messy UI, and restrictive pricing tables. - Users find **formatting issues** with Proposify, indicating limitations and complications in design flexibility and table setups. #### Key Features - Mobile Signatures - Customizability: Variables and Fields - Proposal Effectiveness Reporting - CRM Integration - Contract Creation #### What Are Recent G2 Reviews of Proposify? **"[Effortlessly Bridges Sales and Marketing](https://www.g2.com/survey_responses/proposify-review-12868681)"** **Rating:** 4.5/5.0 stars *— Maria A.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12868681) --- **"[Effortless Proposal Creation with Professional Templates](https://www.g2.com/survey_responses/proposify-review-11966569)"** **Rating:** 4.5/5.0 stars *— Abhijeet K.* [Read full review](https://www.g2.com/survey_responses/proposify-review-11966569) --- #### What Are G2 Users Discussing About Proposify? - [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment ### 15. [FastSpring Interactive Quotes](https://www.g2.com/products/fastspring-interactive-quotes/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 15 **Product Description:** FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered. #### What Are Recent G2 Reviews of FastSpring Interactive Quotes? **"[Prospects love it!](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866)"** **Rating:** 4.5/5.0 stars *— Ashton W.* [Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866) --- **"[My NO 1 choice for payments processing](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284)"** **Rating:** 5.0/5.0 stars *— Nabeel F.* [Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284) --- #### What Are G2 Users Discussing About FastSpring Interactive Quotes? - [What is FastSpring Interactive Quotes used for?](https://www.g2.com/discussions/what-is-fastspring-interactive-quotes-used-for) ### 16. [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 67 **Product Description:** Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you. ### What Do G2 Reviewers Say About Iris? *AI-generated summary from verified user reviews* **Pros:** - Users value Iris for its **ease of use** , enabling quick productivity and seamless integration without extensive training. - Users value Iris for its **time-saving capabilities** , drastically reducing the time required for RFPs and questionnaires. - Users praise Iris for its **time-saving RFP management** , enhancing efficiency and reducing workload with smart automation. - Users value the **efficiency** of Iris, significantly reducing time spent on security questionnaires and RFP responses. - Users appreciate the **excellent customer support** from Iris, noting quick responses and practical solutions for success. **Cons:** - Users note the **lack of mobile features** in Iris, hindering collaboration and review processes effectively. - Users report **inaccurate responses** from Iris, often due to outdated or incomplete data affecting its reliability. - Users note the **missing mobile capabilities** in Iris restrict collaboration and review processes on-the-go. - Users report facing **minor bugs** in Iris, requiring support for occasional workarounds as the platform evolves. - Users experience **integration issues** with Iris, noting a lack of certain desired functionalities and mobile support. #### What Are Recent G2 Reviews of Iris? **"[Streamlined RFP Collaboration with Iris](https://www.g2.com/survey_responses/iris-review-12696929)"** **Rating:** 5.0/5.0 stars *— Dylan S.* [Read full review](https://www.g2.com/survey_responses/iris-review-12696929) --- **"[Effortless Security Questionnaire Solution](https://www.g2.com/survey_responses/iris-review-10783543)"** **Rating:** 5.0/5.0 stars *— Casandra W.* [Read full review](https://www.g2.com/survey_responses/iris-review-10783543) --- ### 17. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 182 **Product Description:** Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. ### What Do G2 Reviewers Say About QuoteWerks? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of QuoteWerks, enabling quick onboarding and streamlined quoting processes for efficient workflows. - Users praise the **efficiency** of QuoteWerks, streamlining everything from quoting to project management seamlessly. - Users value the **professional-quality templates** in QuoteWerks, significantly enhancing client presentations and streamlining their sales process. - Users highlight the **efficiency improvement** of QuoteWerks, simplifying the entire sales process and reducing errors significantly. - Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining sales to payment processes. **Cons:** - Users find the **interface design poor** , describing it as outdated and affecting navigation and overall experience. - Users find the **complex setup** process time-consuming, especially with numerous products, impacting overall efficiency. - Users find the **interface dated** , impacting navigation and setup, which could benefit from a modern design overhaul. - Users frequently feel that QuoteWerks is **expensive** , especially considering the time-consuming deployment and integration process. - Users highlight **billing issues** as a concern due to lengthy deployment and high pricing compared to competitors. #### What Are Recent G2 Reviews of QuoteWerks? **"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"** **Rating:** 5.0/5.0 stars *— Rachel N.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369) --- **"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"** **Rating:** 4.5/5.0 stars *— Yolanda J.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508) --- #### What Are G2 Users Discussing About QuoteWerks? - [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for) ### 18. [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 165 **Product Description:** Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate ### What Do G2 Reviewers Say About Upland Qvidian? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Upland Qvidian, enhancing efficiency in managing content and completing tasks. - Users value the **effective content management** of Upland Qvidian, significantly enhancing their library's usability and efficiency. - Users find the **content management capabilities** of Upland Qvidian invaluable for enhancing efficiency and collaboration. - Users value the **responsive customer support** from Upland Qvidian, enhancing their experience with personalized attention and guidance. - Users value the **efficient task assignment** and streamlined proposal process of Upland Qvidian, enhancing collaboration and productivity. **Cons:** - Users find the **interface not intuitive** , leading to a frustrating and complex experience with Qvidian. - Users often face **user difficulty** with Qvidian due to its unintuitive interface and steep learning curve. - Users report **update issues** that lead to broken features and a complex, outdated interface, affecting their experience. - Users find the **complex setup** of Upland Qvidian challenging, requiring additional training and support for effective use. - Users believe Upland Qvidian needs improved **AI capabilities** for better response suggestions and automation. #### What Are Recent G2 Reviews of Upland Qvidian? **"[Efficient Proposal Creation but Needs Enhanced Search](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953) --- **"[Outstanding Support from Upland Qvidian Specialists Makes Qvidian Easy to Master](https://www.g2.com/survey_responses/upland-qvidian-review-12512588)"** **Rating:** 5.0/5.0 stars *— Sono N.* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-12512588) --- #### What Are G2 Users Discussing About Upland Qvidian? - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do) - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio) - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software) ### 19. [AutogenAI](https://www.g2.com/products/autogenai/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 148 **Product Description:** AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth. ### What Do G2 Reviewers Say About AutogenAI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **time-saving features** of AutogenAI, allowing for increased productivity and skill development. - Users value the **efficiency** of AutogenAI, significantly reducing time spent on content creation and enhancing productivity. - Users find AutogenAI's **intuitive user interface** enhances productivity and simplifies the review process for various tasks. - Users praise the **customizable content features** of AutogenAI, enabling efficient task completion and enhanced productivity. - Users value the **top-notch customer support** from AutogenAI, ensuring prompt responses and valuable feedback incorporation. **Cons:** - Users find the **learning curve steep** , feeling frustrated and overwhelmed while trying to master AutogenAI's features. - Users find the **user experience difficult** due to complex features, requiring improvements for easier navigation. - Users find AutogenAI to be **not intuitive** , requiring extra effort to navigate and locate detailed information. - Users face a **steep learning curve** with AutogenAI, making it challenging to utilize the platform effectively. - Users find AutogenAI has a **steep learning curve** and is often clunky and overly complex to navigate effectively. #### What Are Recent G2 Reviews of AutogenAI? **"[Comprehensive AgenticAI Capabilities - Usage provides for proficiency](https://www.g2.com/survey_responses/autogenai-review-12813236)"** **Rating:** 4.5/5.0 stars *— Tobias O.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12813236) --- **"[Ideator, Expand, and Evidence: A Powerful Trio for Clearer Writing](https://www.g2.com/survey_responses/autogenai-review-12493271)"** **Rating:** 4.5/5.0 stars *— Natalia Z.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12493271) --- ### 20. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 34 **Product Description:** Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. ### What Do G2 Reviewers Say About Cone? *AI-generated summary from verified user reviews* **Pros:** - Users find Cone to be **incredibly easy to use** , enabling quick setup and intuitive proposal creation for teams. - Users praise the **excellent customer support** of Cone, highlighting their helpfulness and responsiveness to suggestions. - Users find that Cone offers **significant time-saving** benefits, streamlining proposal workflows and enhancing productivity effortlessly. - Users highlight Cone's **exceptional efficiency** , streamlining workflows and saving hours while maintaining professionalism and support. - Users value the **cost efficiency** of Cone, appreciating its impressive power at a low price point. **Cons:** - Users mention a **learning curve** when setting up Cone, though support helps ease the transition. - Users are frustrated by the lack of an **autosave option** , leading to loss of work upon page reload. - Users find the **difficult setup** of Cone requires time, though support from the team is appreciated. - Users find the **initial usage difficulty** challenging due to the lack of helpful guides and resources available. - Users find the **limited customization options** frustrating, restricting the ability to personalize proposals for clients effectively. #### What Are Recent G2 Reviews of Cone? **"[All-in-One Practice Management That Saves Time and Money](https://www.g2.com/survey_responses/cone-review-12334776)"** **Rating:** 5.0/5.0 stars *— Ben C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12334776) --- **"[Cone: Great Product and Truly Responsive Customer Service](https://www.g2.com/survey_responses/cone-review-12402475)"** **Rating:** 5.0/5.0 stars *— Christen C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12402475) --- ### 21. [fynk](https://www.g2.com/products/fynk/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 44 **Product Description:** fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, manage, collaborate, and sign - all in one platform! ### What Do G2 Reviewers Say About fynk? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Fynk, enhancing contract management efficiency and productivity. - Users benefit from **efficient contract management** with Fynk, enhancing compliance and significantly reducing legal risks. - Users commend Fynk for its **efficiency** in managing contracts, enhancing workflow and providing clear insights. - Users appreciate the **automation** in fynk, enhancing collaboration and efficiency in contract management processes. - Users value Fynk for its **branded online forms and intelligent document management** , enhancing client onboarding and contract handling. **Cons:** - Users find the **insufficient analytics** of Fynk limits complex financial analysis, requiring export to other BI tools. - Users find **limited reporting** capabilities in fynk, seeking more detailed analytics for comprehensive financial insights. - Users find the **reporting capabilities insufficient** , lacking depth for complex financial analysis and critical metrics. - Users find the **native product analytics insufficient** , lacking advanced features for in-depth financial analysis and complexity. - Users find the **dashboard issues** frustrating, as they lack depth for effective analytics and complex financial analysis. #### What Are Recent G2 Reviews of fynk? **"[All Contracts Under One Roof: Clear Visibility and Efficient Workflows](https://www.g2.com/survey_responses/fynk-review-12319840)"** **Rating:** 5.0/5.0 stars *— Abdul M.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12319840) --- **"[Critical Infrastructure for Scaling Our Fintech Product and Partner Ecosystem](https://www.g2.com/survey_responses/fynk-review-12167240)"** **Rating:** 5.0/5.0 stars *— Isaac S.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12167240) --- ### 22. [Ombud](https://www.g2.com/products/ombud/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 26 **Product Description:** Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/ #### What Are Ombud's Pros and Cons? **Pros:** - Collaboration (1 reviews) - Ease of Process (1 reviews) - Ease of Use (1 reviews) - RFP Management (1 reviews) - Team Collaboration (1 reviews) **Cons:** - Not Intuitive (1 reviews) - UX Improvement (1 reviews) #### What Are Recent G2 Reviews of Ombud? **"[Ombud makes RFPs easy](https://www.g2.com/survey_responses/ombud-review-8840691)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/ombud-review-8840691) --- **"[Ombud Makes RFPs Easy with an Efficient, AI-Driven Library](https://www.g2.com/survey_responses/ombud-review-12459120)"** **Rating:** 4.5/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/ombud-review-12459120) --- #### What Are G2 Users Discussing About Ombud? - [What is Ombud used for?](https://www.g2.com/discussions/what-is-ombud-used-for) ### 23. [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 122 **Product Description:** Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. ### What Do G2 Reviewers Say About ConnectWise CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** of ConnectWise CPQ, enhancing their quoting process and improving efficiency. - Users value the **quick customer support** of ConnectWise CPQ, enhancing their experience with efficient responses and assistance. - Users appreciate the **high customizability** of ConnectWise CPQ, enabling tailored solutions and streamlined quoting processes. - Users value the **flexibility and customization options** of ConnectWise CPQ, enhancing their quoting process significantly. - Users find **easy integration** with CW PSA to be a significant advantage, enhancing their experience with the product. **Cons:** - Users find **difficult editing** in ConnectWise CPQ frustrating due to limited formatting options and required developer access. - Users face significant **bug issues** with ConnectWise CPQ, leading to frustrations with document formatting and slow feature updates. - Users find the **complex features** of ConnectWise CPQ overwhelming, often requiring expert assistance for setup. - Users find the **complex setup** process overwhelming, suggesting hiring a knowledgeable consultant for assistance. - Users face **deletion problems** in ConnectWise CPQ, finding the system outdated and inefficient for managing features and exports. #### What Are Recent G2 Reviews of ConnectWise CPQ? **"[Highly Customizable and Easy to Use After Proper Setup](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)"** **Rating:** 5.0/5.0 stars *— Eileen W.* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168) --- **"[A must have if you use CW environment.](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770) --- #### What Are G2 Users Discussing About ConnectWise CPQ? - [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp) - [What is quosal?](https://www.g2.com/discussions/what-is-quosal) - [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for) ### 24. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 594 **Product Description:** Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. ### What Do G2 Reviewers Say About Conga CLM? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** in Conga CLM, facilitating seamless end-to-end contract management. - Users appreciate the **flexibility and seamless integration** of Conga CLM, enhancing document management and customization capabilities. - Users appreciate the **efficiency** of Conga CLM, enabling streamlined workflows and quicker contract management processes. - Users value the **advanced contract management features** of Conga CLM, enhancing speed, collaboration, and compliance. - Users appreciate the **seamless integration with Salesforce** , enhancing user management and workflow automation significantly. **Cons:** - Users find the **steep learning curve** of Conga CLM challenging, hindering effective utilization for non-legal participants. - Users find the **learning curve steep** for Conga CLM, especially with configuration, integration, and advanced workflows. - Users experience **slow performance** with Conga CLM, especially when handling large documents, leading to frustration in quick processing. - Users experience **time-consuming processes** with Conga CLM, especially during document generation for large contracts and frequent profile changes. - Users face challenges with the **complex setup** of Conga CLM, requiring advanced skills for initial configuration. #### What Are Recent G2 Reviews of Conga CLM? **"[Conga CLM: Simplifying Contract Creation, Execution, and Management](https://www.g2.com/survey_responses/conga-clm-review-10722962)"** **Rating:** 5.0/5.0 stars *— Ankita K.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962) --- **"[Streamlines Contract Management, But Setup Can Be Challenging](https://www.g2.com/survey_responses/conga-clm-review-11888895)"** **Rating:** 5.0/5.0 stars *— Bhagirath P.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-11888895) --- #### What Are G2 Users Discussing About Conga CLM? - [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment - [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce) - [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for) ### 25. [AutoRFP.ai](https://www.g2.com/products/autorfp-ai/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 57 **Product Description:** AutoRFP.ai delivers AI-powered RFP automation that helps sales & bid teams win more deals with exceptional RFP responses in a fraction of the time. Unlike legacy systems that rely on outdated libraries, AutoRFP.ai harnesses the full power of AI to automatically generate comprehensive RFP responses in seconds. Our AI engine instantly: - Analyzes requirements - Searches your content - Drafts tailored responses using your company's unique terminology and tone. Key Differentiators: Immediate Time-to-Value: Generate complete draft responses for hundreds of requirements in seconds, not days. Superior Accuracy: Our AI engine provides transparent "Trust Scores" for each response, showing confidence levels based on your source content. Seamless Collaboration: Purpose-built workflows unite bid teams, subject matter experts, and reviewers with real-time progress tracking. Multi-Format Support: Easily handle Excel, Word, PDF, and online portal submissions through our powerful browser extension. No Library Maintenance: Eliminate time-consuming content reviews with our library-less approach that learns from each approved response. Intelligent Conflict Resolution: AI automatically resolves content conflicts based on recency and context, reducing manual review requirements. Customers report dramatically reduced response times (60% average time savings), increased bid participation rates (30% more RFPs completed), and improved win rates (10%+ uplift) after implementing AutoRFP.ai. AutoRFP.ai is SOC2 & ISO 27001 certified, placing security and privacy at our core. ### What Do G2 Reviewers Say About AutoRFP.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find AutoRFP.ai to be a **brilliant time-saving tool** , enhancing efficiency in managing RFP projects significantly. - Users praise the **time-saving efficiency** of AutoRFP, significantly enhancing productivity in RFP response processes. - Users value the **team collaboration features** of AutoRFP.ai, enhancing project management and streamlining RFP processes. - Users praise the **responsive customer support** of AutoRFP.ai, appreciating quick resolutions and openness to feedback. - Users highlight the **time-saving efficiency** of AutoRFP.ai, significantly reducing RFP response compilation time and boosting productivity. **Cons:** - Users find the platform **not especially intuitive** , struggling with navigation and missing helpful features for guidance. - Users find the **poor interface design** challenging, especially when navigating projects and managing imports. - Users find the **feature usability lacking** , noting difficulties with intuitiveness and some temperamental plug-in functionalities. - Users find the **navigation difficult** , struggling to effectively locate and manage their projects within the interface. - Users find the **difficult learning curve** of AutoRFP.ai challenging, which impacts their overall experience and ease of use. #### What Are Recent G2 Reviews of AutoRFP.ai? **"[The Only Reason I Don’t Dread RFPs Anymore](https://www.g2.com/survey_responses/autorfp-ai-review-12000717)"** **Rating:** 5.0/5.0 stars *— Scott M.* [Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-12000717) --- **"[Fast search and collaboration to improve our entire bid management process](https://www.g2.com/survey_responses/autorfp-ai-review-12876473)"** **Rating:** 5.0/5.0 stars *— Sam B.* [Read full review](https://www.g2.com/survey_responses/autorfp-ai-review-12876473) --- ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## How Do You Choose the Right Proposal Software? ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route. --- ## What Are the Most Common Questions About Proposal Software? ### How can proposal software improve my team's efficiency? Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement. ### How do I evaluate the ROI of investing in proposal software? To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI. ### How do pricing models vary across different proposal software solutions? Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market. ### How do proposal software solutions handle compliance and security? Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software. ### How do user reviews reflect the reliability of proposal software? User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings. ### How scalable is proposal software for growing businesses? Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions. ### What are common user experiences with proposal software? Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality. ### What are the best practices for implementing proposal software in my organization? To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes. ### What are the key features to look for in proposal software? Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation. ### What are the most common use cases for proposal software? Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals. ### What integrations should I consider for my proposal software? When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration. ### What support options are typically available for proposal software users? Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others.