Best Proposal Software - Page 2

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 463

Category Stats (Nov 2026)

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

Last updated: November 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 24,800+ Authentic Reviews
  • 463+ Products
  • Unbiased Rankings

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

G2 Grid® for Proposal Software

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

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

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

Proposify

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Average Rating: 4.6/5.0

Total Reviews: 1,118

How Do G2 Users Rate Proposify?

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

Who Is the Company Behind Proposify?

  • Seller: Proposify
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Halifax
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 84% Small, 15% Medium

What Do G2 Reviewers Say About Proposify?

AI-generated summary from verified user reviews

Pros
  • Users find Proposify's ease of use invaluable for creating professional proposals efficiently and effortlessly.
  • Users value the wide range of professional templates from Proposify, streamlining proposal creation and enhancing efficiency.
  • Users highlight the easy creation of polished proposals with Proposify, saving time and enhancing professionalism.
  • Users value the customization options in Proposify, allowing tailored and professional proposals for various clients effectively.
  • Users value the ease of creation with Proposify, streamlining proposal processes while ensuring consistency and professionalism.
Cons
  • Users find difficult editing in Proposify, with issues in templates, saving, and an unhelpful UI affecting usability.
  • Users find limited customization in Proposify's templates, which hinders flexibility and competitiveness compared to other platforms.
  • Users find the editing difficulties in Proposify frustrating, particularly with template changes and saving issues.
  • Users face feature usability challenges with Proposify, particularly on mobile devices and clunky performance.
  • Users find that Proposify lacks flexible features which hampers customization and makes the proposal building process cumbersome.

What Are Recent G2 Reviews of Proposify?

What Are G2 Users Discussing About Proposify?

AutoRFP.ai

AutoRFP.ai is the accuracy-first AI platform for RFPs, security questionnaires, and DDQs: every answer source-grounded and citable, with zero library maintenance. SUBMISSION-READY ANSWERS YOU CAN DEFEND Zero hallucination by design: AutoRFP.ai only writes from content your team has approved, and if it can't find approved sources to support a response, it leaves the answer blank and flags it for human review rather than guessing. Every answer carries a trust score and shows the exact approved sources behind it. This is the Verifiable Response Engine™, with two visible components: the Citation Engine™ (every answer cites its source) and Trust Scores (per-answer confidence and source age). Quality isn't a promise: it's two scores and an edit rate. Every answer is scored twice before a human reads it: a Trust Score for the sources behind it and a Feedback Score for how completely it answers what was asked. The measure of quality is how little your experts have to change: a number, not an adjective. Generation defaults to verbatim language from your approved responses and learns your tone and structure, so answers sound like your company, not like AI. First drafts in minutes, every answer cited. AUTOMATE THE MUNDANE AND WIN EFFORTLESSLY Zero library maintenance: don't update content; have content update you. The system learns from every approved response, with no snippet curation, no tagging, and no dedicated content-manager role. Your solutions engineers and subject-matter experts review and approve a submission-ready first draft instead of writing from scratch. Fits your stack: Salesforce, SharePoint, OneDrive, Google Drive, Confluence, Notion, Microsoft Teams, and Slack, with SSO via Okta and Microsoft Entra (SAML, SCIM provisioning), plus an official MCP server. Built for the whole team: assignments and ownership, sequential review and co-editing, approval-gated saves, Slack and Teams notifications, and an ask-a-question bot in Slack or Teams that answers from your library and shows its sources. Answers export back in the client's original format: the same Excel or Word file, however it was formatted, with compliance boxes ticked where they wanted them. A browser extension with AI question scraping handles procurement portals like Ariba, Workday, and Coupa. DEPLOY AT SCALE WITH CONFIDENCE SOC 2 Type II and ISO 27001 certified, so security review doesn't stall your pilot. GDPR compliant, no training on customer data, tenant isolation and private instances available, and regional hosting in the US, EU, and Australia. A self-service Trust Center provides downloadable reports and agreements. Sequential approval workflows, role-based permissions, version history, and audit trails keep every answer defensible, including fund-specific and firm-wide approval layers for private-capital DDQ teams. One platform for the whole workload: RFPs, RFIs, security questionnaires, and DDQs in one system. 44+ languages, 24/6 global support, and unlimited users on every plan: pricing scales with projects, not seats. Try it on your own RFPs in a two-week proof of concept.

Average Rating: 4.9/5.0

Total Reviews: 67

How Do G2 Users Rate AutoRFP.ai?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind AutoRFP.ai?

  • Seller: AutoRFP.ai
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Brisbane, QLD
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 66% Medium, 24% Small

What Do G2 Reviewers Say About AutoRFP.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise AutoRFP.ai for its time-saving capabilities, greatly enhancing productivity in RFP responses and assessments.
  • Users celebrate the significant time savings with AutoRFP.ai, dramatically improving efficiency in RFP management tasks.
  • Users value the seamless team collaboration features of AutoRFP, enhancing productivity and simplifying the RFP process.
  • Users commend the superb customer support of AutoRFP.ai, highlighting its responsiveness and proactive assistance in project setup.
  • Users love the time-saving efficiency of AutoRFP.ai, significantly increasing productivity in responding to RFPs and assessments.
Cons
  • Users find the software not especially intuitive, struggling with navigation and unclear interface elements.
  • Users find the interface design challenging, which may hinder navigation and overall user experience at times.
  • Users find the feature usability lacking, citing issues with intuitiveness and functionality of certain options.
  • Users find the navigation difficulty in AutoRFP.ai frustrating, needing a better grasp of the user interface.
  • Users find the difficult learning curve of AutoRFP.ai challenging, especially without proper training or guidance.

What Are Recent G2 Reviews of AutoRFP.ai?

Inventive.AI

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

Average Rating: 4.9/5.0

Total Reviews: 88

How Do G2 Users Rate Inventive.AI?

  • Ease of Use: 9.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Inventive.AI?

  • Seller: Inventive
  • Company Website:
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 42% Medium, 40% Small

What Do G2 Reviewers Say About Inventive.AI?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Inventive.AI, even for first-time users, enhancing productivity and support.
  • Users value the efficiency of Inventive.AI, significantly saving time and improving the quality of RFP submissions.
  • Users value the time-saving capabilities of Inventive.AI, streamlining RFP tasks and freeing up hours for other work.
  • Users value the consistency in responses from Inventive.AI, resulting in accurate and context-rich submissions every time.
  • Users commend Inventive.AI for its intuitive interface, enhancing efficiency and collaboration throughout the proposal process.
Cons
  • Users note the insufficient analytics of Inventive.AI, wishing for enhanced filtering and visual dashboard options.
  • Users note a lack of robust reporting in Inventive.AI, affecting visibility into trends and team performance.
  • Users feel a significant lack of clarity in content performance, hindering improvements and effective content management.
  • Users indicate a need for more control over role-based access and improved onboarding to enhance the experience.
  • Users desire customizable role permissions and clearer onboarding processes to enhance their experience with Inventive.AI.

What Are Recent G2 Reviews of Inventive.AI?

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Iris

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.

Average Rating: 4.8/5.0

Total Reviews: 92

How Do G2 Users Rate Iris?

  • Ease of Use: 9.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Iris?

  • Seller: heyiris.ai
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Brooklyn / Chicago, US
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Computer & Network Security
  • Company Size: 46% Medium, 28% Small

What Do G2 Reviewers Say About Iris?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Iris, with a seamless setup and efficient capabilities for managing responses.
  • Users value the time-saving capabilities of Iris, significantly reducing effort and turnaround for tasks like RFPs.
  • Users value the accuracy and reliability of Iris, which enhances efficiency in managing RFPs with ease.
  • Users appreciate Iris for its exceptional efficiency, drastically improving response times for RFPs and security questionnaires.
  • Users praise Iris for its exceptional customer support, ensuring quick responses and assistance during challenging situations.
Cons
  • Users are frustrated by the lack of features in Iris, including mobile capabilities and certain integrations.
  • Users often face minor bug issues that may disrupt workflow but are generally manageable with support.
  • Users report experiencing inaccurate responses from Iris, leading to confusion and frustration during interactions.
  • Users are frustrated with Iris's missing features, such as limited mobile capabilities and lack of independent answer generation.
  • Users experience integration issues with Iris, noting the absence of certain integrations and mobile support.

What Are Recent G2 Reviews of Iris?

QuoteWerks

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.

Average Rating: 4.4/5.0

Total Reviews: 192

How Do G2 Users Rate QuoteWerks?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind QuoteWerks?

Who Uses This Product?

  • Who Uses This: President, Owner
  • Top Industries: Information Technology and Services, Computer Networking
  • Company Size: 72% Small, 20% Medium

What Do G2 Reviewers Say About QuoteWerks?

AI-generated summary from verified user reviews

Pros
  • Users find QuoteWerks to have an exceptionally easy setup, enhancing their efficiency in generating professional quotes seamlessly.
  • Users highlight the efficiency of QuoteWerks, seamlessly streamlining the workflow from quotes to project management.
  • Users benefit from templates in QuoteWerks, streamlining quote creation and enhancing overall efficiency and organization.
  • Users highlight the efficiency improvement of QuoteWerks, streamlining workflows from quotes to cash with impressive speed.
  • Users highly value the easy and comprehensive integration of QuoteWerks with CRM and vendor workflows, enhancing efficiency.
Cons
  • Users find the poor interface design of QuoteWerks outdated and initially confusing, though some adapt over time.
  • Users find the complex setup of QuoteWerks to be time-consuming, impacting initial deployment and integration processes.
  • Users note the dated interface of QuoteWerks, affecting navigation and setup for those accustomed to modern designs.
  • Users find QuoteWerks to be expensive, particularly noting the high costs associated with its use and deployment.
  • Users experience billing issues with QuoteWerks, citing concerns over pricing competitiveness and time-consuming integration processes.

What Are Recent G2 Reviews of QuoteWerks?

What Are G2 Users Discussing About QuoteWerks?

Upland Qvidian

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

Average Rating: 4.3/5.0

Total Reviews: 165

How Do G2 Users Rate Upland Qvidian?

  • Ease of Use: 8.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Upland Qvidian?

  • Seller: Upland Software
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 employees on LinkedIn®
  • Ownership: NASDAQ:UPLD

Who Uses This Product?

  • Who Uses This: Proposal Manager, Proposal Writer
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 54% Large, 34% Medium

What Do G2 Reviewers Say About Upland Qvidian?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Upland Qvidian, simplifying content access and enhancing collaboration efficiencies.
  • Users value the efficient content management of Upland Qvidian, enhancing proposal accuracy and streamlining document creation.
  • Users value the task assignment and content reuse features in Upland Qvidian for efficient RFP management.
  • Users highlight the effective content management features of Upland Qvidian, enhancing productivity and ease of access.
  • Users value the efficiency of Upland Qvidian, significantly enhancing content management and streamlining their workflow.
Cons
  • Users often face upload issues as adding questions is cumbersome, hindering collaboration and efficiency in large organizations.
  • Users find the complexity of navigation in Upland Qvidian can complicate tasks and diminish overall user experience.
  • Users find that adding content can be cumbersome, wishing for improved categorization and version tracking features.
  • Users experience inadequate search functionality that leads to irrelevant results and complicates finding the right information.
  • Users find Qvidian to be not intuitive, making it challenging for new users to navigate and find solutions.

What Are Recent G2 Reviews of Upland Qvidian?

What Are G2 Users Discussing About Upland Qvidian?

Ombud

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/

Average Rating: 4.7/5.0

Total Reviews: 26

How Do G2 Users Rate Ombud?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Ombud?

  • Seller: Ombud
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 54% Large, 46% Medium

What Do G2 Reviewers Say About Ombud?

AI-generated summary from verified user reviews

Pros
  • Users value the collaboration ease with Ombud, simplifying the process of handling RFPs and responses.
  • Users find the ease of process in Ombud helpful for collaborating on RFPs and exporting responses seamlessly.
  • Users appreciate the ease of use of Ombud, simplifying RFP uploads, collaboration, and exporting responses.
  • Users appreciate the ease of collaboration with Ombud, making RFP management simple and efficient.
  • Users love the easy collaboration with Ombud, streamlining the RFP process and making responses effortless.
Cons
  • Users find Ombud not intuitive, leading to a frustrating experience compared to more user-friendly competitors.
  • Users find Ombud less user-friendly compared to competitors, leading to a frustrating experience when switched.

What Are Recent G2 Reviews of Ombud?

What Are G2 Users Discussing About Ombud?

OnePageCRM

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

Average Rating: 4.7/5.0

Total Reviews: 273

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How Do G2 Users Rate OnePageCRM?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind OnePageCRM?

  • Seller: OnePageCRM
  • Year Founded: 2010
  • HQ Location: Galway, Ireland
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®
  • Phone: +1 (646) 762 1303

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Non-Profit Organization Management, Marketing and Advertising
  • Company Size: 85% Small, 12% Medium

What Do G2 Reviewers Say About OnePageCRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of OnePageCRM, appreciating its intuitive interface and effective lead management.
  • Users value the simplicity and user-friendly interface of OnePageCRM, enhancing efficiency for sales professionals.
  • Users love the simplicity of OnePageCRM, praising its intuitive design and focus on actionable steps.
  • Users appreciate the excellent customer support from OnePageCRM, providing quick and helpful responses to improve their experience.
  • Users praise the easy setup of OnePageCRM, appreciating the smooth integration and intuitive interface for quick onboarding.
Cons
  • Users find the missing features in OnePageCRM limit functionality, especially in reporting, automation, and integrations.
  • Users find limited options for reporting, automation, and language support, impacting their overall experience with OnePageCRM.
  • Users find export limitations in OnePageCRM frustrating, as custom reporting requires external tools for deeper analysis.
  • Users note integration issues with OnePageCRM, wishing for more connections to modern tools and enhanced functionality.
  • Users find the lack of integrations in OnePageCRM limits its functionality, especially for billing and automation needs.

What Are Recent G2 Reviews of OnePageCRM?

What Are G2 Users Discussing About OnePageCRM?

Cone

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.

Average Rating: 4.8/5.0

Total Reviews: 35

How Do G2 Users Rate Cone?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.1/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Cone?

  • Seller: Cone
  • Year Founded: 2022
  • HQ Location: United States
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Cone?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Cone, which simplifies bookkeeping tasks and enhances productivity significantly.
  • Users praise Cone for its exceptional customer support, enhancing their experience with an outstanding product.
  • Users value the time-saving features of Cone, streamlining processes and enhancing efficiency with an all-in-one solution.
  • Users love the efficiency of Cone, streamlining bookkeeping tasks and enhancing productivity without breaking the bank.
  • Users praise the affordable pricing of Cone, appreciating its value and exceptional customer service for bookkeeping efficiency.
Cons
  • Users note a learning curve with Cone, but find it manageable and appreciate the helpful support from the team.
  • Users are frustrated by the lack of an autosave option, leading to potential loss of work upon page reload.
  • Users find the difficult setup process challenging, yet appreciate the Cone team's helpfulness in addressing concerns.
  • Users face initial usage difficulty due to limited help articles and guides, requiring extensive research before signing up.
  • Users find the limited customization options frustrating, as it hampers branding and adaptability for client proposals.

What Are Recent G2 Reviews of Cone?

Proposal.biz

Proposal.biz is a proposal creation and management platform built to help businesses draft, send, and track professional proposals with ease. It streamlines the sales and business development process by offering customizable templates, real-time tracking, and e-signature capabilities, allowing teams to move deals forward faster. With Proposal.biz, users can create polished, branded proposals in minutes instead of hours, eliminate manual follow-ups by tracking when a client views a proposal, and close deals faster with built-in approval and signature workflows. The platform is designed for sales teams, agencies, freelancers, and service-based businesses that regularly send quotes, contracts, or project proposals to clients. Key features include customizable proposal templates, real-time view and engagement tracking, integrated e-signatures, pricing tables and itemized quotes, and analytics on proposal performance. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and increase win rates on new business.

Average Rating: 4.8/5.0

Total Reviews: 26

How Do G2 Users Rate Proposal.biz?

  • Ease of Use: 9.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.5/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Proposal.biz?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 89% Small, 15% Medium

What Are Recent G2 Reviews of Proposal.biz?

Epicor CPQ

Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs.

Average Rating: 4.5/5.0

Total Reviews: 95

How Do G2 Users Rate Epicor CPQ?

  • Ease of Use: 8.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Epicor CPQ?

  • Seller: Epicor
  • Year Founded: 1972
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    6,161 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Pharmaceuticals
  • Company Size: 60% Medium, 40% Large

What Do G2 Reviewers Say About Epicor CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the customization capabilities of Epicor CPQ, enhancing product configuration and sales effectiveness.
  • Users highlight the ease of use of Epicor CPQ, appreciating its quick updates and user-friendly interface.
  • Users value the intuitive design of Epicor CPQ, enhancing their ability to sell products and services smoothly.
  • Users value the simple compatibility and user-friendly interface of Epicor CPQ for selling products and services effectively.
  • Users value the versatile templates that simplify product configuration and enhance efficiency in customization.
Cons
  • Users experience slow performance with Epicor CPQ, often facing glitches and unresponsiveness during heavy use.
  • Users find Epicor CPQ challenging to use due to frequent glitches and screen freezes during heavy usage.
  • Users find the complex implementation of Epicor CPQ challenging, often requiring a specialist for modifications.
  • Users find the product's complexity demands a specialist for adjustments, complicating the overall user experience.
  • Users find the complex setup of Epicor CPQ requires a specialist for configurator adjustments, complicating usability.

What Are Recent G2 Reviews of Epicor CPQ?

What Are G2 Users Discussing About Epicor CPQ?

Tribble

Tribble is a governed knowledge platform for organizations that answer high-stakes questions under time pressure. It takes the knowledge a company already holds, scattered across the CRM, call recordings, decks and documents, and turns it into answers that are cited, reviewable and drawn only from approved sources. At the center sits a knowledge layer Tribble calls the Brain. It learns: every document read and every expert correction compounds into one current understanding of how the business runs, with experts kept in the loop wherever judgment matters. Unlike a content library, where everything sits on the shelf and nothing indicates what is current, newer approved answers outrank stale ones. The platform covers RFPs, RFIs, due diligence questionnaires and security questionnaires, and connects to sources including Salesforce, Highspot, Confluence, SharePoint, Google Drive, Box and call recordings. Answers are delivered inside Slack, Microsoft Teams and the browser, so subject matter experts contribute without leaving the tools they already work in. The same knowledge layer supports pre-call preparation, closed-lost analysis, partner enablement, call coaching and CRM hygiene, so one deployment serves more than the proposal team. Published deployments include a sales engineer completing 90 percent of a 200-question RFP in under an hour, a proposal team handling more than 500 bids a year, and an enterprise rollout reaching 1,300 internal users and 350 partner organizations. Licensing is usage-based with unlimited users, so reviewers, subject matter experts and approvers participate without additional licenses. Tribble was founded in 2023 and is backed by Salesforce Ventures.

Average Rating: 4.7/5.0

Total Reviews: 175

How Do G2 Users Rate Tribble?

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

Who Is the Company Behind Tribble?

  • Seller: Tribble
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Los Angeles, CA
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Large, 42% Medium

What Do G2 Reviewers Say About Tribble?

AI-generated summary from verified user reviews

Pros
  • Users find Tribble's user-friendly interface and seamless integrations streamline their workflows and save valuable time.
  • Users value the time-saving integration of Tribble with Slack, allowing for quick, efficient answers and streamlined communication.
  • Users value the efficiency of Tribble, quickly finding answers and enhancing productivity through seamless Slack integration.
  • Users value the seamless Slack integration of Tribble, enhancing workflows and simplifying data access for better efficiency.
  • Users love the intuitive RFP management of Tribble, significantly reducing time spent on repetitive tasks and enhancing efficiency.
Cons
  • Users face challenges due to inaccurate responses from Tribble, raising concerns about its reliability for sharing information.
  • Users find the limited features of Tribble can lead to frustrations and a need for precise prompting.
  • Users express concerns about AI inaccuracy in Tribble, citing frequent formatting errors and unreliable information retrieval.
  • Users experience data reliability issues with Tribble, including formatting errors and incorrect information retrieval.
  • Users report inaccuracy issues with Tribble, causing concerns about reliability and correctness in shared information.

What Are Recent G2 Reviews of Tribble?

Zilliant CPQ

In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing

Average Rating: 4.8/5.0

Total Reviews: 28

How Do G2 Users Rate Zilliant CPQ?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Zilliant CPQ?

  • Seller: Zilliant
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    143 employees on LinkedIn®
  • Phone: +1 512-531-8503

Who Uses This Product?

  • Top Industries: Information Technology and Services, Mechanical or Industrial Engineering
  • Company Size: 47% Small, 37% Large

What Do G2 Reviewers Say About Zilliant CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of Zilliant CPQ, enabling faster quote cycles and streamlined customer solutions.
  • Users value the customization and ERP integration of Zilliant CPQ, enhancing efficiency and competitive edge.
  • Users value the customizability of Zilliant CPQ for enhancing processes and integrating security features effectively.
  • Users value the ease of use of Zilliant CPQ, allowing quick configuration of customer solutions and pricing.
  • Users value the easy customization of Zilliant CPQ, enhancing efficiency with tailored solutions and security features.
Cons
  • Users experience slow loading times during complex operations, which can be frustrating and hinder productivity.
  • Users experience slow performance during complex operations, leading to frustration with loading times.

What Are Recent G2 Reviews of Zilliant CPQ?

AutogenAI

AutogenAI is an AI-powered proposal platform that connects the entire proposal process, from pursuit to compliant submission. Purpose-built for proposal teams, AutogenAI brings proposal management, organizational knowledge, AI-assisted research and writing, collaboration, and review into one connected workspace. Teams use AutogenAI to: • Manage proposal projects, priorities, and next actions • Analyze RFPs and turn complex solicitations into clear, traceable requirements • Find and reuse relevant content, evidence, and organizational knowledge • Research, develop, and improve proposal responses • Collaborate with contributors, reviewers, and subject matter experts • Review responses for quality, consistency, and compliance • Reduce repetitive work and increase proposal capacity without increasing headcount Unlike general-purpose AI tools or traditional proposal management software with AI added on, AutogenAI is AI-first and built specifically around the way proposal teams work. It helps teams spend less time switching between disconnected tools and more time on solutioning, strategy, and review. AutogenAI is developed by AI engineers, experienced proposal professionals, and linguistic experts. Customers also receive dedicated support to help them embed the platform into their proposal process and achieve stronger outcomes. Customers using AutogenAI achieve: • 70% faster drafting • 85% greater productivity • 22% higher win rates on average AutogenAI helps organizations produce stronger, compliant proposals faster, pursue more opportunities, and win more business.

Average Rating: 4.3/5.0

Total Reviews: 172

How Do G2 Users Rate AutogenAI?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 6.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.6/10 (Category avg: 8.8/10)

Who Is the Company Behind AutogenAI?

  • Seller: AutogenAI
  • Company Website:
  • Year Founded: 2022
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    167 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Bid Manager, Bid Writer
  • Top Industries: Construction, Facilities Services
  • Company Size: 51% Large, 35% Medium

What Do G2 Reviewers Say About AutogenAI?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the time-saving benefits of AutogenAI, significantly accelerating the bid-writing process with intelligent automation.
  • Users appreciate the exceptional efficiency of AutogenAI, enabling rapid, high-quality bid creation and streamlined workflows.
  • Users find AutogenAI to be very straightforward and intuitive, enhancing their bidding and proposal processes effectively.
  • Users appreciate how AutogenAI provides intelligent and efficient bid-writing, enhancing quality and saving valuable time.
  • Users commend the excellent customer support of AutogenAI, noting quick responses and valuable resources for enhanced productivity.
Cons
  • Users find the learning curve challenging, requiring time and practice to effectively utilize AutogenAI's features.
  • Users find the complexity of AutogenAI challenging, requiring significant effort to navigate its intricate features effectively.
  • Users find AutogenAI not intuitive, facing difficulties with setup and requiring specific prompting for optimal results.
  • Users find that AutogenAI has a steep learning curve, requiring time to master the tool effectively.
  • Users often face a steep learning difficulty with AutogenAI, finding the interface and features complex and challenging to navigate.

What Are Recent G2 Reviews of AutogenAI?

Assembly

Assembly is the AI-powered platform for professional service firms, from accounting and bookkeeping practices to agencies and consultants. It combines a branded client portal, a simple CRM, and an AI app builder that lets your firm add any software it needs without a dev team. Clients get one branded place for messages, files, forms, tasks, contracts and e-signatures, and invoices they can pay online. Your team runs on a CRM with automated reminders and an AI Assistant that knows full client context. When your firm needs something the portal doesn’t do yet, describe it. The AI app builder asks a few questions, shows you the plan, and builds the app once you approve it: a project tracker, intake form, onboarding wizard, proposal builder or client dashboard. Every app publishes into your branded portal with secure access built in, so each client sees only their own data. Hosting and permissions are handled by the platform, not the AI. Start from 30+ pre-made app templates or build from scratch, then keep editing by chat. Assembly fits the stack you already use, with QuickBooks and Xero invoice sync, Zapier, Make, webhooks, an API, and an MCP connector for Claude. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II, with HIPAA BAA available. Start free at assembly.com, no credit card required.

Average Rating: 4.7/5.0

Total Reviews: 350

How Do G2 Users Rate Assembly?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 6.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Assembly?

  • Seller: Assembly
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 90% Small, 5% Medium

What Do G2 Reviewers Say About Assembly?

AI-generated summary from verified user reviews

Pros
  • Users find Assembly's ease of use remarkable, streamlining business processes and enhancing client communication effortlessly.
  • Users find Assembly's easy setup beneficial, enhancing organization and improving client communication seamlessly.
  • Users value the exceptional customer support from Assembly, enhancing their experience with timely and helpful assistance.
  • Users find Assembly's intuitive design enhances client communication, making it easy to manage documents and interactions smoothly.
  • Users love the organized client communication and seamless document sharing that Assembly provides for easy management.
Cons
  • Users desire missing features like bulk task assignment and contract customization that would improve efficiency and usability.
  • Users note limited features in bulk task assignment and contract customization, affecting efficiency and overall value.
  • Users desire more customization options for tasks and contracts to enhance their overall experience with Assembly.
  • Users find the lack of features in Assembly limits usability and creates the need for workarounds.
  • Users report integration issues, noting that not all web platforms function seamlessly within Assembly's experience.

What Are Recent G2 Reviews of Assembly?

What Are G2 Users Discussing About Assembly?

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