# 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 (3,312 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 (1,226 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 (882 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 (832 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 (802 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** ### 1stContact.ai AI Sales Acceleration CRM 1stContact.ai™ is your all-in-one, AI-powered CRM platform that replaces costly multi-tool stacks with one smart system, so you can capture leads, automate follow-ups, manage pipelines, book appointments, run email & social campaigns, take payments, and measure results in one place. 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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:** 3,312 **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 value the **ease of use** of PandaDoc, enhancing workflow efficiency and simplifying client interactions. - Users value the **email copy feature** in PandaDoc, enhancing document accessibility and overall workflow efficiency. - Users find PandaDoc to be very **user-friendly** , enhancing efficiency with easy navigation and convenient mobile access. - Users value the **seamless e-signature experience** with PandaDoc, enhancing communication and speeding up contract conversions. - Users appreciate the **intuitive design** of PandaDoc, allowing for quick and smooth document preparation and signing. **Cons:** - Users find it challenging to use their **personal signatures** effectively, impacting the overall user experience with PandaDoc. - Users find the **missing features** of PandaDoc limiting, impacting efficiency and ease of use in document management. - Users find PandaDoc to be **expensive** , making it fiscally impractical for small teams or startups to adopt. - Users face **difficult editing** issues, as the platform sometimes restricts changes during collaborative reviews and document navigation. - Users face challenges with **document management** , such as lacking invoices and formatting limitations when using PandaDoc. #### 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:** 1,226 **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 find GetAccept's **ease of use** invaluable for quickly sending contracts and streamlining the sales process. - Users praise the **responsive customer support** from GetAccept, valuing the team's professionalism and effectiveness in addressing needs. - Users value the **helpful customer support** from GetAccept, enhancing their overall experience and streamlining workflows effectively. - Users find GetAccept to be **intuitive** , streamlining document processes and enhancing buyer engagement effortlessly. - Users find GetAccept to be a **time-saving tool** that simplifies document processes and enhances team efficiency. **Cons:** - Users find the **missing features** in templates and integrations frustrating, complicating setup and error resolution. - Users find the **limited customization options** in GetAccept frustrating, leading to internal complications and inefficiencies. - Users find the **limited features** of GetAccept, especially in templates and layouts, hinder their overall efficiency. - Users find **difficult editing** in GetAccept frustrating, lacking flexibility in templates and options for managing unique deals. - Users experience **poor integration** with GetAccept, facing issues like drafts getting stuck and error messages lacking clarity. #### 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 smooth integration with existing tools. - Users appreciate the **quick import facilities** and powerful project creation, enhancing efficiency and value in their tasks. - Users value how Responsive significantly **saves time** by streamlining the RFP process and enhancing collaboration. - Users highlight the **exceptional efficiency** of Responsive, significantly reducing time for RFI management and enhancing collaboration. - Users appreciate the **effective team collaboration** in Responsive, streamlining RFP processes and enhancing content management. **Cons:** - Users find the **learning curve steep** due to a complicated UI and overly basic text editing features. - Users find the interface **not intuitive** , complicating tasks like content formatting and deduplication processes. - Users experience **inaccurate responses** from the AI, particularly with complex queries and outdated grouping features. - Users find **non-intuitive features** in Responsive, making it hard to navigate and utilize fully without confusion. - Users find the **missing features** in Responsive limiting, especially regarding formatting options and AI accuracy. #### 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:** 882 **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 find Qwilr's platform to have a **user-friendly interface** , making proposal creation quick and easy. - Users love the **professional look and ease of use** of Qwilr for creating stunning, interactive proposals. - Users praise the **exceptional customer support** from Qwilr, appreciating their responsiveness and helpfulness throughout the process. - Users love the **visual appeal of Qwilr's templates** , making proposals and documents engaging and professional with ease. - Users find Qwilr's **easy setup** invaluable for creating professional and interactive proposals effortlessly. **Cons:** - Users express frustration with the **limited customization** options in Qwilr, hindering desired formatting and layout control. - Users find **difficult editing** due to limitations in text and drag-and-drop functionality, affecting design flexibility. - Users experience **missing features** like improved Salesforce sync and better management options, limiting overall functionality and efficiency. - Users experience **integration issues** with Qwilr, particularly with HubSpot and QuickBooks, leading to frustration. - Users find **limited formatting options** in Qwilr hinder their customization and overall user experience. #### 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:** 832 **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 commend DealHub for its **responsive customer support** , enhancing the overall efficiency of their sales process. - Users value the **ease of use** of DealHub, noting quick adoption and excellent user-friendly setup and support. - Users highlight the **efficiency** of DealHub, noting improved sales cycles and streamlined operations for their growing business. - Users commend DealHub for its **time-saving automation** , enhancing efficiency and improving sales KPIs significantly. - Users value the **seamless integrations** of DealHub, enhancing CRM, PRM, and ERP sync for better sales performance. **Cons:** - Users note a **learning curve** with DealHub, requiring additional support for better understanding and implementation. - Users note the **limited customization** in DealHub, necessitating workarounds that reduce user-friendliness and efficiency. - Users note a significant **learning curve** with DealHub, making it challenging for newcomers to utilize its features effectively. - Users face **missing features** in DealHub that lead to complicated workarounds and hinder seamless rollout for sales teams. - Users face **integration issues** with DealHub, leading to unresolved errors and difficulties in functionality and reporting. #### 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 praise the **ease of use** of Ignition, highlighting its intuitive setup and effective customer support. - Users praise the **extremely helpful customer support** of Ignition for their responsive and thorough assistance. - Users praise the **easy setup** of Ignition, highlighting supportive staff that assist in creating templates and onboarding. - Users value the **time-saving capabilities** of Ignition, streamlining processes and enhancing efficiency in their workflow. - Users praise Ignition for its **efficiency** , simplifying tasks and enhancing client experience through streamlined processes. **Cons:** - Users find the **pricing steep** , making it challenging to justify the monthly subscription costs despite potential savings. - Users note a significant **learning curve** with Ignition, making it challenging to master the platform's features. - Users note **limited customization options** in Ignition, restricting changes after initial approvals and impacting flexibility. - Users are missing **key features** like seamless change orders and proposal versioning, affecting their workflow efficiency. - Users find the **payment issues** concerning pricing and processing fees to be significant barriers to using 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 find that Anchor provides a **significant time-saving advantage** , streamlining processes and enhancing productivity effortlessly. - Users love the **ease of use** of Anchor, simplifying invoicing and enhancing productivity in their accounting tasks. - Users appreciate the **automation features** in Anchor that streamline invoicing and payment processes, saving valuable time. - Users value the **efficiency** of Anchor, finding it straightforward for both setup and managing client interactions. - Users value the **flexibility** of Anchor, enabling customized proposals and reliable payment collection effortlessly. **Cons:** - Users express concerns about **payment issues** due to Plaid's excessive permission requests and slow support response times. - Users experience **processing delays** with ACH deposits, though improvements have significantly reduced settlement times. - Users desire greater **customization options** for email reminders and agreements, seeking more control over client communications. - Users find a **steep learning curve** with Anchor, requiring time to set up agreements and invoices effectively. - Users experience a **10-day delay** for ACH deposits, which they hope will improve in the future. #### 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:** 802 **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 team collaboration and streamlining proposal creation effortlessly. - Users value the **time-saving capabilities** of Loopio, enabling faster proposal submissions and efficient team collaboration. - Users commend Loopio for its **efficiency** , significantly reducing time spent on RFP responses through intuitive features and easy collaboration. - Users appreciate Loopio's **user-friendly search engine and collaboration tools** , which streamline proposal content management and enhance team communication. - Users appreciate Loopio for its **intuitive design** , simplifying the proposal process and enhancing collaboration within teams. **Cons:** - Users point out various **missing features** in Loopio, such as improved mapping, intuitive proposal building, and better SmartScan functionality. - Users face **limitations with mapping complex Excel documents** , which complicates handling extensive data in Loopio. - Users find **Loopio's limited features** frustrating, especially regarding file imports and necessary integrations. - Users face challenges with **inaccurate responses** , leading to outdated information and reliance on regular content reviews for updates. - Users find **formatting issues** in Loopio, often requiring manual cleanup and wishing for more design options. #### 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 **easy to use** , enabling quick access to robust tools for accurate pricing and quoting. - Users value the **time-saving capabilities** of Oracle CPQ, enhancing efficiency and speeding up deal closures. - Users appreciate the **streamlined quoting process** of Oracle CPQ, enhancing accuracy and speeding up deal closures. - Users value the **sales efficiency** of Oracle CPQ, benefiting from structured processes and faster deal closures. - Users highlight the **seamless integrations** of Oracle CPQ, enhancing efficiency and accuracy across various platforms. **Cons:** - Users find the **complexity of configuration** in Oracle CPQ challenging, particularly for those unfamiliar with CPQ systems. - Users face **bug issues** with Oracle CPQ, resulting in slow performance and functionality problems. - Users find the **complex setup** of Oracle CPQ challenging, requiring extensive time and technical skills for configuration. - Users struggle with the **initial usage difficulty** of Oracle CPQ, facing a steep learning curve and complex configuration. - Users struggle with the **steep learning curve** of Oracle CPQ, making it challenging for new admins to adapt. #### 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 appreciate the **efficient bulk document generation** capabilities of Conga Composer, enhancing productivity and integration ease. - Users value the **bulk document generation capabilities** of Conga Composer, enhancing efficiency and user experience significantly. - Users praise the **ease of use** of Conga Composer, appreciating its straightforward setup and efficient document customization. - Users appreciate the **time-saving automation** of Conga Composer, allowing quick document creation and customization with ease. - Users appreciate the **automation and customization of templates** in Conga Composer, enhancing efficiency and accuracy in document generation. **Cons:** - Users note a significant **learning curve** in mastering Conga Composer, especially for advanced functionalities and template design. - Users note a **steep learning curve** for Conga Composer, requiring time and technical knowledge for effective use. - Users find the **time-consuming setup** of Conga Composer challenging, especially for complex templates and advanced tasks. - Users find the **difficulty in creating and maintaining templates** daunting, requiring time and technical expertise. - Users find the **limited template flexibility** of Conga Composer challenging, requiring technical skills for setup and changes. #### 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 appreciate the **ease of use** of DocSend, facilitating efficient document sharing and management without complications. - Users appreciate the **powerful and secure document sharing** features of DocSend, enhancing their tracking and engagement capabilities. - Users appreciate the **real-time analytics** of DocSend, enhancing document tracking and follow-up efficiency. - Users value the **real-time tracking features** of DocSend, enhancing visibility on document engagement and recipient activity. - Users highlight the **strong security** features of DocSend, ensuring safe and controlled document sharing for professionals. **Cons:** - Users find DocSend's pricing to be **expensive** , especially for startups with limited features and no free plan available. - Users experience **poor connectivity and limited file type support** , which hinders effective outreach and overall app functionality. - Users are frustrated by the **lack of essential features** in DocSend, hindering effective outreach and functionality. - Users find **limited features** in DocSend packages that don't justify the associated costs and affect usability. - Users experience **slow loading times, integration issues, and less intuitive mobile functionality** that hinder overall usability. #### 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 appreciate the **ease of use** of RELAYTO AI, enabling effortless creation of engaging, interactive content without coding skills. - Users value the **intuitive interface** of RELAYTO AI, enabling effortless customisation and enhancing their document presentation. - Users commend RELAYTO AI for its **user-friendly interface** , making it easy to create interactive content effortlessly. - Users love the **exceptional quality** of RELAYTO AI, appreciating its intuitive interface and time-saving features for document customization. - Users love the **easy creation** of interactive content using RELAYTO's intuitive drag-and-drop interface and customizable templates. **Cons:** - Users notice a **steep learning curve** with RELAYTO, but ultimately find it rewarding as they become proficient. - Users report a **learning difficulty** with Relayto AI, especially for new users unfamiliar with advanced features. - Users experience a **steep learning curve** when first using Relayto, but support helps ease the process. - Users often face an **initial difficulty** in navigating RELAYTO AI, especially when learning its various features. - Users experience **initial usage difficulty** with Relayto, particularly when learning to create interactive presentations. #### What Are Recent G2 Reviews of RELAYTO AI? **"[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) --- **"[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) --- #### 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:** 1,602 **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 praise the **ease of use** of Jotform Sign, enjoying its simple setup and customizable templates for efficiency. - Users love the **easy setup** of Jotform Sign, making the transition seamless and straightforward for everyone involved. - Users find Jotform Sign to be **intuitive and user-friendly** , streamlining form creation and enhancing overall efficiency. - Users value the **simplicity and accessibility** of Jotform Sign for creating and managing consent forms effortlessly. - Users praise Jotform Sign for its **easy creation** of forms and seamless integration, enhancing workflow efficiency and user experience. **Cons:** - Users express concerns over **high costs and submission limits** that hinder flexibility and overall satisfaction with Jotform Sign. - Users feel Jotform Sign is **expensive** and believe full functionality should be available without needing upgrades. - Users desire more **customization options** for signatures and form layouts, as the current choices feel limiting. - Users are frustrated by **form issues** , like not being able to swap documents easily or view signatures clearly. - Users note the **missing features** in Jotform Sign, particularly around advanced workflows and scalability of the free version. #### 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 love the **ease of use** of Proposify, finding it intuitive and efficient for creating proposals. - Users love the **multiple templates** in Proposify, making proposal preparation quick and efficient for client engagement. - Users love the **easy creation** of proposals with Proposify, enhancing efficiency and impressing clients effortlessly. - Users value the **customization features** of Proposify, enabling tailored proposals that enhance professionalism and efficiency. - Users love the **ease of creation** with Proposify, allowing for quick and visually appealing proposal development. **Cons:** - Users find **difficult editing** with Proposify, citing confusion and lack of user-friendly formatting options. - Users find **limited customization options** in Proposify, especially for advanced features like photo editing and audio files. - Users face **editing difficulties** with Proposify, finding the editor restrictive and less user-friendly than desired. - Users find the **feature usability problematic** , struggling with mobile compatibility and a difficult interface for proposals. - Users notice **missing advanced features** in Proposify, leading to frustrations with proposal customization and formatting issues. #### Key Features - Mobile Signatures - Customizability: Variables and Fields - Proposal Effectiveness Reporting - CRM Integration - Contract Creation #### What Are Recent G2 Reviews of Proposify? **"[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) --- **"[Customizable Proposals Made Easy with Proposify](https://www.g2.com/survey_responses/proposify-review-11849419)"** **Rating:** 4.5/5.0 stars *— Rohan T.* [Read full review](https://www.g2.com/survey_responses/proposify-review-11849419) --- #### 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? **"[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) --- **"[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) --- #### 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 the **ease of use** of Iris, appreciating its intuitive interface and minimal training requirements. - Users find that Iris is a **time-saving tool** , significantly speeding up responses to security questionnaires and RFPs. - Users value the **time-saving benefits** of Iris, significantly reducing manual work throughout the RFP process. - Users highlight Iris' **efficiency** , significantly reducing response times and enhancing productivity for their teams. - Users highlight the **responsive customer support** of Iris, ensuring quick assistance and effective solutions for success. **Cons:** - Users find the **lack of mobile capabilities** in Iris limits their review and collaboration efficiency. - Users experience **minor bug issues** with Iris, requiring occasional support requests amid ongoing development. - Users experience **inaccurate responses** from Iris, especially when data quality is poor or mixed up with irrelevant information. - Users feel the **missing mobile capabilities** hinder effective review and collaboration on Iris, affecting their overall experience. - Users face **integration issues** with Iris, particularly missing certain integrations and mobile functionality limitations. #### 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 appreciate the **ease of use** of QuoteWerks, which simplifies processes and enhances efficiency for quick, professional quotes. - Users praise QuoteWerks for its **efficiency** in streamlining the entire quoting to invoicing process seamlessly. - Users find the **customizable templates** of QuoteWerks invaluable for creating professional quotes quickly and enhancing branding. - Users admire the **efficiency improvement** of QuoteWerks, streamlining quoting and contract management seamlessly. - Users praise the **easy and comprehensive integration** of QuoteWerks, simplifying workflows and enhancing project management efficiency. **Cons:** - Users find the **interface design outdated** , impacting navigation and overall ease of use compared to modern alternatives. - Users find the **complex setup** of QuoteWerks time-consuming, impacting initial deployment and overall experience. - Users note the **dropped interface** of QuoteWerks, finding it less intuitive and in need of modernization for better usability. - Users feel that the product is **quite expensive** , particularly when considering its initial deployment and integration time. - Users note that **billing issues** and lengthy deployment times can hinder the overall efficiency of QuoteWerks. #### 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 value the **ease of use** of Upland Qvidian, facilitating quick and efficient content management and questionnaire completion. - Users find **content management invaluable** , enhancing efficiency and support for ongoing improvements and quick access to proposals. - Users appreciate the **efficient task assignment and content reuse** in Upland Qvidian, enhancing proposal management and coordination. - Users value the **effective content management** in Upland Qvidian, greatly enhancing their library's productivity and usability. - Users find **Upland Qvidian's efficiency** remarkable, significantly enhancing content management and simplifying daily tasks for their teams. **Cons:** - Users find the **interface not intuitive** , making it difficult to navigate the features and functionality effectively. - Users find the product **expensive** for smaller teams, suggesting a need for more flexible pricing options. - Users find Upland Qvidian's **slow performance** frustrating, as it leads to time-consuming tasks and excessive clicking. - Users find the **user difficulty** of Upland Qvidian challenging, citing an unintuitive interface and a steep learning curve. - Users desire **enhanced AI capabilities** in Upland Qvidian, aiming for better automated suggestions and improved intuitiveness. #### 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 benefits** of AutogenAI, allowing them to boost productivity and enhance their skills. - Users benefit from **efficiency** with AutogenAI, saving time on drafts and streamlining content creation effortlessly. - Users appreciate the **intuitive interface** of AutogenAI, enhancing productivity and simplifying the task of content generation. - Users appreciate the **extensive and evolving features** of AutogenAI, which enhance productivity and ease of use. - Users appreciate the **exceptional customer support** from AutogenAI, ensuring their needs are promptly addressed and feedback valued. **Cons:** - Users find the **learning curve challenging** , as mastering AutogenAI requires time and practice for optimal usage. - Users find the **user difficulty** in AutogenAI cumbersome, with overwhelming features and complex login processes hindering usability. - Users find AutogenAI **not intuitive** , requiring extra effort to navigate and retrieve detailed information effectively. - Users find the **steep learning curve** of AutogenAI challenging, requiring significant time to fully utilize its capabilities. - Users find AutogenAI to have a **steep learning curve** , with complex features making it challenging to use 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 praise the **ease of use** of Cone, highlighting its intuitive design and quick setup for proposal workflows. - Users commend the **exceptional customer support** of Cone, valuing their readiness to assist and take suggestions seriously. - Users find Cone's **time-saving features** invaluable, allowing for quick proposal creation and streamlined processes. - Users highlight the **efficiency** of Cone, emphasizing time savings and seamless integration in their accounting workflows. - Users praise the **cost efficiency** of Cone, highlighting its impressive value for money and supportive customer service. **Cons:** - Users experience a **learning curve** with Cone, but support helps ease the adjustment period over time. - Users often face **deletion problems** due to the lack of an autosave feature, risking lost work on reloads. - Users find the **difficult setup** of Cone takes time, but appreciate the helpful support from the team. - Users experience **initial usage difficulty** due to a lack of help articles and guides for onboarding. - Users face **limited customization** options for branding and content, restricting flexibility in tailored proposals. #### 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. [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 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) ### 22. [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 value the **ease of use** of fynk, appreciating its streamlined contract management and intuitive design. - Users value the **detailed contract management** features in Fynk, enhancing compliance and reducing legal risks significantly. - Users commend fynk for its **efficiency** , streamlining contract management and enhancing overall workflow and productivity. - Users value the **automation features** of fynk, enhancing efficiency and control in contract management processes. - Users value the **intelligent online forms** of Fynk, enhancing client onboarding and contract management with ease. **Cons:** - Users find the **insufficient analytics** in Fynk limiting for complex financial analysis and reporting needs. - Users find **limited reporting** capabilities in Fynk, lacking depth for advanced analytics and complex financial insights. - Users express concern over **poor reporting** capabilities, lacking depth for effective financial analysis and product insights. - Users find the **reporting and analytics tools insufficient** for complex financial analysis, requiring exports to other BI tools. - Users find the **dashboard issues** limit deeper insights, hindering effective financial analysis and complex reporting. #### 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) --- ### 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 highlight the **flexible customization** options of ConnectWise CPQ, enhancing their quoting process effectively. - Users appreciate the **quick and responsive customer support** of ConnectWise CPQ, enhancing their overall experience. - Users love the **high customizability** of ConnectWise CPQ, which enhances their quoting efficiency and flexibility. - Users value the **high level of customization options** in ConnectWise CPQ, enhancing their quoting experience significantly. - Users find the **easy integration** with CW PSA seamless, enhancing functionality and overall experience with ConnectWise CPQ. **Cons:** - Users find **difficult editing** challenging with ConnectWise CPQ, as formatting and feature requests are cumbersome and time-consuming. - Users report frequent **bug issues** that hinder functionality, making the system frustrating and difficult to use. - Users find the **setup process complex and overwhelming** , recommending hiring knowledgeable consultants for assistance. - Users find the **complex setup** challenging and recommend hiring an expert to navigate the process effectively. - Users face **deletion problems** with ConnectWise CPQ, finding it frustrating and slow to manage features and documents. #### 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 and efficient contract management. - Users value the **efficiency** of Conga CLM, enjoying seamless integration and faster processes that enhance productivity. - Users appreciate the **flexibility and extensive features** of Conga CLM, enhancing document management and user productivity. - Users appreciate the **enhanced contract management features** of Conga CLM, especially AI-driven insights and collaboration tools. - Users appreciate the **seamless integration** of Conga CLM with Salesforce, enhancing efficiency and flexibility in contract management. **Cons:** - Users find the **steep learning curve** of Conga CLM frustrating, especially during the initial setup and configuration process. - Users find the **learning curve steep** for Conga CLM, especially regarding advanced workflows and integrations. - Users experience **slow performance** with Conga CLM, especially when handling large documents, impacting productivity. - Users find Conga CLM to be **time-consuming** especially for large contracts and managing user profiles annually. - Users find the **initial setup complex** , often requiring expert assistance and facing challenges during implementation. #### What Are Recent G2 Reviews of Conga CLM? **"[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) --- **"[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) --- #### 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. [HoneyBook](https://www.g2.com/products/honeybook/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 200 **Product Description:** HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. ### What Do G2 Reviewers Say About HoneyBook? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of HoneyBook, seamlessly integrating essential business tools into their workflow. - Users value the **all-in-one solution** of HoneyBook, streamlining their business operations and enhancing organization and automation. - Users highlight the **excellent customer support** of HoneyBook, enhancing their overall experience in managing their business. - Users love the **ease of use and comprehensive features** of HoneyBook, making business management seamless and professional. - Users appreciate the **numerous integrations** in HoneyBook, simplifying management and organization across various platforms. **Cons:** - Users express frustration over the **expensive pricing** of HoneyBook, feeling the value doesn’t justify the cost increase. - Users find the **lack of integration** frustrating, making data export and migration to other systems cumbersome and difficult. - Users express frustration over **integration issues** , facing difficulties with connectivity and data export when using HoneyBook. - Users express concern over **missing features** such as customization options and project tracking, complicating workflows. - Users find **complex processes** challenging, lacking essential integrations and facing difficulties in data export when leaving the platform. #### What Are Recent G2 Reviews of HoneyBook? **"[Amazing All In One Tool for Service-Based Businesses!](https://www.g2.com/survey_responses/honeybook-review-12678475)"** **Rating:** 5.0/5.0 stars *— Alanna H.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-12678475) --- **"[Efficient and User-Friendly for Solopreneurs](https://www.g2.com/survey_responses/honeybook-review-12841118)"** **Rating:** 5.0/5.0 stars *— Patrice S.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-12841118) --- #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments ## What Is 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.