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Best Proposal Software - Page 2

Julie Jung
JJ
Researched and written by Julie Jung

Proposal software is designed to streamline and automate the proposal and request for proposal (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, CPQ software, e-signature software, and accounting software.

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
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Best Proposal Software At A Glance

Leader:
PandaDoc
PandaDoc
Highest Performer:
Inventive.AI
Inventive.AI
Easiest to Use:
Anchor
Anchor
Top Trending:
Anchor
Anchor
Best Free Software:
PandaDoc
PandaDoc
Show LessShow More
Easiest to Use:
Anchor
Anchor
Top Trending:
Anchor
Anchor
Best Free Software:
PandaDoc
PandaDoc

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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263 Listings in Proposal Available
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    G2 Score
Iris
(66)4.9 out of 5
Optimized for quick response
7th Easiest To Use in Proposal software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 qu

    Users
    No information available
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 45% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Iris is a tool designed to streamline the request for proposal (RFP) process, reducing manual effort and increasing efficiency.
    • Users like the user-friendly interface, the AI capabilities for quick response generation, and the supportive and responsive Iris team that aids in easy setup and ongoing use.
    • Users experienced issues with the output occasionally getting confused, lack of mobile capabilities, occasional technical glitches, and a desire for more complex project management features and integrations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Iris Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Time-saving
    30
    RFP Management
    23
    Efficiency
    22
    Customer Support
    19
    Cons
    Lack of Features
    5
    Missing Features
    4
    Bug Issues
    3
    Inaccurate Responses
    3
    Integration Issues
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Iris features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 8.9
    10.0
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    9.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    heyiris.ai
    Company Website
    Year Founded
    2023
    HQ Location
    Brooklyn / Chicago, US
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 qu

Users
No information available
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 45% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Iris is a tool designed to streamline the request for proposal (RFP) process, reducing manual effort and increasing efficiency.
  • Users like the user-friendly interface, the AI capabilities for quick response generation, and the supportive and responsive Iris team that aids in easy setup and ongoing use.
  • Users experienced issues with the output occasionally getting confused, lack of mobile capabilities, occasional technical glitches, and a desire for more complex project management features and integrations.
Iris Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Time-saving
30
RFP Management
23
Efficiency
22
Customer Support
19
Cons
Lack of Features
5
Missing Features
4
Bug Issues
3
Inaccurate Responses
3
Integration Issues
3
View All Pros and Cons
Iris features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 8.9
10.0
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
heyiris.ai
Company Website
Year Founded
2023
HQ Location
Brooklyn / Chicago, US
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
FastSpring Interactive Quotes
(17)4.7 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 the

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 71% Small-Business
    • 24% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FastSpring Interactive Quotes features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.9
    10.0
    Assembly and Approval Workflows
    Average: 8.6
    10.0
    Template Creation and Flexibility
    Average: 8.6
    10.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FastSpring
    Year Founded
    2005
    HQ Location
    Santa Barbara, CA
    Twitter
    @FastSpring
    3,285 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    177 employees on LinkedIn®
    Phone
    +1.805.409.9008
Product Description
How are these determined?Information
This description is provided by the seller.

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 the

Users
No information available
Industries
  • Computer Software
Market Segment
  • 71% Small-Business
  • 24% Mid-Market
FastSpring Interactive Quotes features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.9
10.0
Assembly and Approval Workflows
Average: 8.6
10.0
Template Creation and Flexibility
Average: 8.6
10.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
FastSpring
Year Founded
2005
HQ Location
Santa Barbara, CA
Twitter
@FastSpring
3,285 Twitter followers
LinkedIn® Page
www.linkedin.com
177 employees on LinkedIn®
Phone
+1.805.409.9008
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fynk
(49)4.9 out of 5
8th Easiest To Use in Proposal software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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, man

    Users
    • Head of Finance
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 18% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Fynk is a contract management tool that automates workflows, tracks key dates, and ensures smooth approval processes across departments.
    • Users like the AI-driven features for clause extraction and reminders, the seamless integration with CRM and document management systems, and the ability to create professional proposals and contracts using pre-designed templates.
    • Reviewers noted that the reporting features could be more advanced for deeper analysis, the initial setup process can be lengthy due to the need for custom integrations, and the approval process setup can be rigid when dealing with custom workflows.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • fynk Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    24
    Contract Management
    21
    AI Technology
    15
    Efficiency
    15
    AI Functionality
    14
    Cons
    Insufficient Analytics
    5
    Dashboard Issues
    4
    Limited Reporting
    4
    Poor Reporting
    4
    Content Management
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • fynk features and usability ratings that predict user satisfaction
    9.8
    Ease of Use
    Average: 8.9
    10.0
    Assembly and Approval Workflows
    Average: 8.6
    10.0
    Template Creation and Flexibility
    Average: 8.6
    10.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    fynk GmbH
    Year Founded
    2022
    HQ Location
    Vienna
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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, man

Users
  • Head of Finance
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 18% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Fynk is a contract management tool that automates workflows, tracks key dates, and ensures smooth approval processes across departments.
  • Users like the AI-driven features for clause extraction and reminders, the seamless integration with CRM and document management systems, and the ability to create professional proposals and contracts using pre-designed templates.
  • Reviewers noted that the reporting features could be more advanced for deeper analysis, the initial setup process can be lengthy due to the need for custom integrations, and the approval process setup can be rigid when dealing with custom workflows.
fynk Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
24
Contract Management
21
AI Technology
15
Efficiency
15
AI Functionality
14
Cons
Insufficient Analytics
5
Dashboard Issues
4
Limited Reporting
4
Poor Reporting
4
Content Management
3
View All Pros and Cons
fynk features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 8.9
10.0
Assembly and Approval Workflows
Average: 8.6
10.0
Template Creation and Flexibility
Average: 8.6
10.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
fynk GmbH
Year Founded
2022
HQ Location
Vienna
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
ConnectWise CPQ
(141)4.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 nee

    Users
    • CEO
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 51% Small-Business
    • 46% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ConnectWise CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    3
    Customer Support
    2
    Customizability
    2
    Customization Options
    2
    Easy Integration
    2
    Cons
    Difficult Editing
    2
    Bug Issues
    1
    Complex Features
    1
    Complex Setup
    1
    Deletion Problems
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ConnectWise CPQ features and usability ratings that predict user satisfaction
    7.8
    Ease of Use
    Average: 8.9
    7.6
    Assembly and Approval Workflows
    Average: 8.6
    7.4
    Template Creation and Flexibility
    Average: 8.6
    7.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ConnectWise
    Year Founded
    1982
    HQ Location
    Tampa, FL
    Twitter
    @ConnectWise
    14,940 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,439 employees on LinkedIn®
    Phone
    800-671-6898
Product Description
How are these determined?Information
This description is provided by the seller.

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 nee

Users
  • CEO
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 51% Small-Business
  • 46% Mid-Market
ConnectWise CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
3
Customer Support
2
Customizability
2
Customization Options
2
Easy Integration
2
Cons
Difficult Editing
2
Bug Issues
1
Complex Features
1
Complex Setup
1
Deletion Problems
1
View All Pros and Cons
ConnectWise CPQ features and usability ratings that predict user satisfaction
7.8
Ease of Use
Average: 8.9
7.6
Assembly and Approval Workflows
Average: 8.6
7.4
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
ConnectWise
Year Founded
1982
HQ Location
Tampa, FL
Twitter
@ConnectWise
14,940 Twitter followers
LinkedIn® Page
www.linkedin.com
3,439 employees on LinkedIn®
Phone
800-671-6898
QuoteWerks
(194)4.4 out of 5
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • President
    • Owner
    Industries
    • Information Technology and Services
    • Computer Networking
    Market Segment
    • 74% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
    • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
    • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • QuoteWerks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Templates
    9
    Efficiency
    8
    Time-saving
    8
    Integrations
    7
    Cons
    Poor Interface Design
    4
    Complex Setup
    3
    Dated Interface
    2
    Expensive
    2
    Billing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QuoteWerks features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.4
    Template Creation and Flexibility
    Average: 8.6
    8.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aspire Technologies
    Company Website
    Year Founded
    1993
    HQ Location
    Orlando, FL
    Twitter
    @QuoteWerks
    1,137 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • President
  • Owner
Industries
  • Information Technology and Services
  • Computer Networking
Market Segment
  • 74% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
  • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
  • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
QuoteWerks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Templates
9
Efficiency
8
Time-saving
8
Integrations
7
Cons
Poor Interface Design
4
Complex Setup
3
Dated Interface
2
Expensive
2
Billing Issues
1
View All Pros and Cons
QuoteWerks features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.4
Template Creation and Flexibility
Average: 8.6
8.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Aspire Technologies
Company Website
Year Founded
1993
HQ Location
Orlando, FL
Twitter
@QuoteWerks
1,137 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
Cone
(31)4.9 out of 5
9th Easiest To Use in Proposal software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 aut

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cone Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Customer Support
    12
    Time-saving
    10
    Efficiency
    6
    Flexibility
    5
    Cons
    Learning Curve
    2
    Deletion Problems
    1
    Difficult Setup
    1
    Initial Usage Difficulty
    1
    Limited Customization
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cone features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.9
    9.1
    Assembly and Approval Workflows
    Average: 8.6
    9.3
    Template Creation and Flexibility
    Average: 8.6
    9.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cone
    Year Founded
    2022
    HQ Location
    United States
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 aut

Users
No information available
Industries
  • Accounting
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
Cone Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Customer Support
12
Time-saving
10
Efficiency
6
Flexibility
5
Cons
Learning Curve
2
Deletion Problems
1
Difficult Setup
1
Initial Usage Difficulty
1
Limited Customization
1
View All Pros and Cons
Cone features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.9
9.1
Assembly and Approval Workflows
Average: 8.6
9.3
Template Creation and Flexibility
Average: 8.6
9.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Cone
Year Founded
2022
HQ Location
United States
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
AutogenAI
(118)4.4 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Bid Writer
    • Bid Manager
    Industries
    • Construction
    • Facilities Services
    Market Segment
    • 42% Enterprise
    • 42% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AutogenAI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time-saving
    53
    Efficiency
    52
    Ease of Use
    48
    Features
    40
    Customer Support
    38
    Cons
    Learning Curve
    17
    User Difficulty
    13
    Not Intuitive
    11
    Learning Difficulty
    10
    Steep Learning Curve
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AutogenAI features and usability ratings that predict user satisfaction
    7.9
    Ease of Use
    Average: 8.9
    6.8
    Assembly and Approval Workflows
    Average: 8.6
    6.5
    Template Creation and Flexibility
    Average: 8.6
    7.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AutogenAI
    Company Website
    Year Founded
    2022
    HQ Location
    New York, NY
    Twitter
    @AutogenAI
    296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    169 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Bid Writer
  • Bid Manager
Industries
  • Construction
  • Facilities Services
Market Segment
  • 42% Enterprise
  • 42% Mid-Market
AutogenAI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time-saving
53
Efficiency
52
Ease of Use
48
Features
40
Customer Support
38
Cons
Learning Curve
17
User Difficulty
13
Not Intuitive
11
Learning Difficulty
10
Steep Learning Curve
9
View All Pros and Cons
AutogenAI features and usability ratings that predict user satisfaction
7.9
Ease of Use
Average: 8.9
6.8
Assembly and Approval Workflows
Average: 8.6
6.5
Template Creation and Flexibility
Average: 8.6
7.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
AutogenAI
Company Website
Year Founded
2022
HQ Location
New York, NY
Twitter
@AutogenAI
296 Twitter followers
LinkedIn® Page
www.linkedin.com
169 employees on LinkedIn®
Conga CLM
(618)4.3 out of 5
Optimized for quick response
View top Consulting Services for Conga CLM
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 embeddi

    Users
    • Account Executive
    • Business Analyst
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 40% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Conga CLM is a SaaS platform that integrates with any CRM, ERP, or procurement system to manage agreement versioning and documentation.
    • Reviewers like the platform's ability to handle complex features such as review, redlining, cycle time tracking, and versioning, and its excellent customer service.
    • Reviewers mentioned that the license cost is relatively high and the initial setup and configuration can be quite complex, especially for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Conga CLM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    81
    Efficiency
    61
    Features
    60
    Contract Management
    58
    Time-saving
    44
    Cons
    Steep Learning Curve
    31
    Learning Curve
    28
    Slow Performance
    25
    Complex Setup
    24
    Time-Consuming
    24
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Conga CLM features and usability ratings that predict user satisfaction
    8.1
    Ease of Use
    Average: 8.9
    7.5
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    Template Creation and Flexibility
    Average: 8.6
    8.1
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    3200 Kirby Dr., Suite 500, Houston, TX 77098
    Twitter
    @CongaHQ
    11,121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,793 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 embeddi

Users
  • Account Executive
  • Business Analyst
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 40% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Conga CLM is a SaaS platform that integrates with any CRM, ERP, or procurement system to manage agreement versioning and documentation.
  • Reviewers like the platform's ability to handle complex features such as review, redlining, cycle time tracking, and versioning, and its excellent customer service.
  • Reviewers mentioned that the license cost is relatively high and the initial setup and configuration can be quite complex, especially for new users.
Conga CLM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
81
Efficiency
61
Features
60
Contract Management
58
Time-saving
44
Cons
Steep Learning Curve
31
Learning Curve
28
Slow Performance
25
Complex Setup
24
Time-Consuming
24
View All Pros and Cons
Conga CLM features and usability ratings that predict user satisfaction
8.1
Ease of Use
Average: 8.9
7.5
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
8.1
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
3200 Kirby Dr., Suite 500, Houston, TX 77098
Twitter
@CongaHQ
11,121 Twitter followers
LinkedIn® Page
www.linkedin.com
1,793 employees on LinkedIn®
TaxDome
(693)4.7 out of 5
View top Consulting Services for TaxDome
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 99% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaxDome Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    137
    Automation
    73
    Client Portal
    66
    Customer Support
    65
    Document Management
    60
    Cons
    Learning Curve
    66
    Difficult Learning
    37
    Difficult Setup
    36
    Time-Consuming Setup
    36
    Missing Features
    34
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    8.4
    Template Creation and Flexibility
    Average: 8.6
    8.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    329 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 99% Small-Business
  • 0% Mid-Market
TaxDome Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
137
Automation
73
Client Portal
66
Customer Support
65
Document Management
60
Cons
Learning Curve
66
Difficult Learning
37
Difficult Setup
36
Time-Consuming Setup
36
Missing Features
34
View All Pros and Cons
TaxDome features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
8.4
Template Creation and Flexibility
Average: 8.6
8.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
329 employees on LinkedIn®
Upland Qvidian
(155)4.3 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Proposal Writer
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 55% Enterprise
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Upland Qvidian Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Content Management
    12
    RFP Management
    12
    Efficiency
    10
    Time-saving
    10
    Cons
    Not Intuitive
    6
    Slow Performance
    4
    Expensive
    3
    Update Issues
    3
    User Difficulty
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Upland Qvidian features and usability ratings that predict user satisfaction
    8.1
    Ease of Use
    Average: 8.9
    7.1
    Assembly and Approval Workflows
    Average: 8.6
    7.8
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Upland Software
    Company Website
    Year Founded
    2010
    HQ Location
    Austin, TX
    LinkedIn® Page
    www.linkedin.com
    832 employees on LinkedIn®
    Ownership
    NASDAQ:UPLD
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Proposal Writer
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 55% Enterprise
  • 33% Mid-Market
Upland Qvidian Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Content Management
12
RFP Management
12
Efficiency
10
Time-saving
10
Cons
Not Intuitive
6
Slow Performance
4
Expensive
3
Update Issues
3
User Difficulty
3
View All Pros and Cons
Upland Qvidian features and usability ratings that predict user satisfaction
8.1
Ease of Use
Average: 8.9
7.1
Assembly and Approval Workflows
Average: 8.6
7.8
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Upland Software
Company Website
Year Founded
2010
HQ Location
Austin, TX
LinkedIn® Page
www.linkedin.com
832 employees on LinkedIn®
Ownership
NASDAQ:UPLD
AutoRFP.ai
(56)4.9 out of 5
Entry Level Price:$499.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AutoRFP.ai delivers AI-powered RFP automation that helps sales & bid teams win more deals with exceptional RFP responses in a fraction of the time. Unlike legacy systems that rely on outdated l

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 25% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AutoRFP.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time-saving
    34
    RFP Management
    24
    Team Collaboration
    19
    Customer Support
    16
    Efficiency
    16
    Cons
    Not Intuitive
    5
    Poor Interface Design
    4
    Feature Usability
    3
    Navigation Difficulty
    3
    Difficult Learning
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AutoRFP.ai features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    9.3
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    9.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AutoRFP.ai
    Year Founded
    2022
    HQ Location
    Brisbane, QLD
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AutoRFP.ai delivers AI-powered RFP automation that helps sales & bid teams win more deals with exceptional RFP responses in a fraction of the time. Unlike legacy systems that rely on outdated l

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 25% Small-Business
AutoRFP.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time-saving
34
RFP Management
24
Team Collaboration
19
Customer Support
16
Efficiency
16
Cons
Not Intuitive
5
Poor Interface Design
4
Feature Usability
3
Navigation Difficulty
3
Difficult Learning
2
View All Pros and Cons
AutoRFP.ai features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
9.3
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
AutoRFP.ai
Year Founded
2022
HQ Location
Brisbane, QLD
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Nintex
(1,319)4.3 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the N

    Users
    • Business Analyst
    • Salesforce Administrator
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 48% Enterprise
    • 40% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Nintex Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    36
    Automation
    18
    Workflow Management
    18
    Easy Setup
    16
    Versatility
    16
    Cons
    Limited Features
    17
    Learning Curve
    13
    Complexity
    9
    Expensive
    9
    Limited Customization
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Nintex features and usability ratings that predict user satisfaction
    8.4
    Ease of Use
    Average: 8.9
    7.9
    Assembly and Approval Workflows
    Average: 8.6
    8.4
    Template Creation and Flexibility
    Average: 8.6
    8.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nintex
    Company Website
    Year Founded
    2006
    HQ Location
    Bellevue, WA
    LinkedIn® Page
    www.linkedin.com
    1,248 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the N

Users
  • Business Analyst
  • Salesforce Administrator
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 48% Enterprise
  • 40% Mid-Market
Nintex Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
36
Automation
18
Workflow Management
18
Easy Setup
16
Versatility
16
Cons
Limited Features
17
Learning Curve
13
Complexity
9
Expensive
9
Limited Customization
9
View All Pros and Cons
Nintex features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
7.9
Assembly and Approval Workflows
Average: 8.6
8.4
Template Creation and Flexibility
Average: 8.6
8.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Nintex
Company Website
Year Founded
2006
HQ Location
Bellevue, WA
LinkedIn® Page
www.linkedin.com
1,248 employees on LinkedIn®
Cacheflow
(35)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expa

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 77% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cacheflow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Easy Setup
    10
    Proposal Management
    10
    Features
    9
    Integrations
    9
    Cons
    Missing Features
    10
    Limited Features
    5
    Access Limitations
    4
    Software Bugs
    4
    Billing Issues
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cacheflow features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.8
    Template Creation and Flexibility
    Average: 8.6
    8.6
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cacheflow
    Year Founded
    2021
    HQ Location
    Los Altos, CA
    Twitter
    @getcacheflow
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expa

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 77% Mid-Market
  • 23% Small-Business
Cacheflow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Easy Setup
10
Proposal Management
10
Features
9
Integrations
9
Cons
Missing Features
10
Limited Features
5
Access Limitations
4
Software Bugs
4
Billing Issues
3
View All Pros and Cons
Cacheflow features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.8
Template Creation and Flexibility
Average: 8.6
8.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Cacheflow
Year Founded
2021
HQ Location
Los Altos, CA
Twitter
@getcacheflow
88 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Apropo
(28)4.8 out of 5
10th Easiest To Use in Proposal software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate a

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Small-Business
    • 39% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apropo is a tool designed to simplify the preparation of structured offers for custom software projects by assembling them from reusable components, pricing models, and predefined sections.
    • Users frequently mention the tool's ease of use, the ability to quickly prepare estimates, and the positive impact on team collaboration, as well as the professional and clear presentation of proposals to clients.
    • Users experienced some challenges with the initial setup of templates and pricing logic for complex projects, occasional minor front-end glitches, and a learning curve for new users due to the tool's numerous features and options.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apropo features and usability ratings that predict user satisfaction
    9.1
    Ease of Use
    Average: 8.9
    0.0
    No information available
    10.0
    Template Creation and Flexibility
    Average: 8.6
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apropo.io
    Year Founded
    2021
    HQ Location
    Lublin, PL
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate a

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Small-Business
  • 39% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apropo is a tool designed to simplify the preparation of structured offers for custom software projects by assembling them from reusable components, pricing models, and predefined sections.
  • Users frequently mention the tool's ease of use, the ability to quickly prepare estimates, and the positive impact on team collaboration, as well as the professional and clear presentation of proposals to clients.
  • Users experienced some challenges with the initial setup of templates and pricing logic for complex projects, occasional minor front-end glitches, and a learning curve for new users due to the tool's numerous features and options.
Apropo features and usability ratings that predict user satisfaction
9.1
Ease of Use
Average: 8.9
0.0
No information available
10.0
Template Creation and Flexibility
Average: 8.6
0.0
No information available
Seller Details
Seller
Apropo.io
Year Founded
2021
HQ Location
Lublin, PL
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Assembly
(298)4.8 out of 5
View top Consulting Services for Assembly
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service fir

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 92% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Assembly is a platform for managing CRM, offering a centralized place for employees to access company apps, integrate third-party applications, and manage client interactions.
    • Reviewers like the user-friendly interface, the ability to customize the platform to their specific business needs, and the seamless integration with other software like Stripe, Airtable, and HubSpot.
    • Users reported issues with the mobile app performance, limited customization options, and a lack of certain features such as advanced automation and reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Assembly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    136
    Customer Support
    74
    Easy Setup
    71
    Features
    68
    Intuitive
    68
    Cons
    Missing Features
    89
    Limited Features
    58
    Limited Customization
    42
    Lacking Features
    40
    Integration Issues
    30
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Assembly features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 8.9
    8.7
    Assembly and Approval Workflows
    Average: 8.6
    6.8
    Template Creation and Flexibility
    Average: 8.6
    7.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Assembly
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    53,942 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service fir

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 92% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Assembly is a platform for managing CRM, offering a centralized place for employees to access company apps, integrate third-party applications, and manage client interactions.
  • Reviewers like the user-friendly interface, the ability to customize the platform to their specific business needs, and the seamless integration with other software like Stripe, Airtable, and HubSpot.
  • Users reported issues with the mobile app performance, limited customization options, and a lack of certain features such as advanced automation and reporting capabilities.
Assembly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
136
Customer Support
74
Easy Setup
71
Features
68
Intuitive
68
Cons
Missing Features
89
Limited Features
58
Limited Customization
42
Lacking Features
40
Integration Issues
30
View All Pros and Cons
Assembly features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 8.9
8.7
Assembly and Approval Workflows
Average: 8.6
6.8
Template Creation and Flexibility
Average: 8.6
7.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Assembly
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
53,942 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
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