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Best Proposal Software - Page 3

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:
Highest Performer:
Easiest to Use:
Top Trending:
Best Free Software:
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Easiest to Use:
Top Trending:
Best Free Software:

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.

No filters applied
263 Listings in Proposal Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 79% Mid-Market
    • 13% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Minoa 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
    6
    Time-saving
    5
    Efficiency
    4
    Sales Efficiency
    4
    Solutions
    4
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Minoa features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.9
    9.4
    Assembly and Approval Workflows
    Average: 8.6
    9.4
    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
    Minoa
    Year Founded
    2023
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and

Users
No information available
Industries
  • Computer Software
Market Segment
  • 79% Mid-Market
  • 13% Small-Business
Minoa 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
6
Time-saving
5
Efficiency
4
Sales Efficiency
4
Solutions
4
Cons
This product has not yet received any negative sentiments.
Minoa features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.9
9.4
Assembly and Approval Workflows
Average: 8.6
9.4
Template Creation and Flexibility
Average: 8.6
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Minoa
Year Founded
2023
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 i

    Users
    • Founder
    • Managing Director
    Industries
    • Non-Profit Organization Management
    • Marketing and Advertising
    Market Segment
    • 85% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OnePageCRM 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
    61
    Simple
    32
    Customer Support
    31
    Helpful
    27
    Simplicity
    26
    Cons
    Missing Features
    15
    Limited Options
    7
    Lack of Integrations
    6
    Integration Issues
    5
    Limitations
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OnePageCRM features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    8.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2010
    HQ Location
    Galway, Ireland
    Twitter
    @OnePageCRM
    3,942 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
    Phone
    +1 (646) 762 1303
Product Description
How are these determined?Information
This description is provided by the seller.

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 i

Users
  • Founder
  • Managing Director
Industries
  • Non-Profit Organization Management
  • Marketing and Advertising
Market Segment
  • 85% Small-Business
  • 11% Mid-Market
OnePageCRM 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
61
Simple
32
Customer Support
31
Helpful
27
Simplicity
26
Cons
Missing Features
15
Limited Options
7
Lack of Integrations
6
Integration Issues
5
Limitations
5
OnePageCRM features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
8.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Year Founded
2010
HQ Location
Galway, Ireland
Twitter
@OnePageCRM
3,942 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
Phone
+1 (646) 762 1303
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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, prici

    Users
    No information available
    Industries
    • Construction
    • Pharmaceuticals
    Market Segment
    • 60% Mid-Market
    • 40% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Epicor 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
    2
    Ease of Use
    2
    Intuitive
    1
    Simple
    1
    Templates
    1
    Cons
    Slow Performance
    2
    Bug Issues
    1
    Complex Implementation
    1
    Complexity
    1
    Complex Setup
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Epicor CPQ features and usability ratings that predict user satisfaction
    8.6
    Ease of Use
    Average: 8.9
    9.0
    Assembly and Approval Workflows
    Average: 8.6
    9.1
    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
    Epicor
    Year Founded
    1972
    HQ Location
    Austin, TX
    Twitter
    @Epicor
    9,343 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    6,251 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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, prici

Users
No information available
Industries
  • Construction
  • Pharmaceuticals
Market Segment
  • 60% Mid-Market
  • 40% Enterprise
Epicor 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
2
Ease of Use
2
Intuitive
1
Simple
1
Templates
1
Cons
Slow Performance
2
Bug Issues
1
Complex Implementation
1
Complexity
1
Complex Setup
1
Epicor CPQ features and usability ratings that predict user satisfaction
8.6
Ease of Use
Average: 8.9
9.0
Assembly and Approval Workflows
Average: 8.6
9.1
Template Creation and Flexibility
Average: 8.6
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Epicor
Year Founded
1972
HQ Location
Austin, TX
Twitter
@Epicor
9,343 Twitter followers
LinkedIn® Page
www.linkedin.com
6,251 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offerin

    Users
    • Owner
    Industries
    • Marketing and Advertising
    Market Segment
    • 94% Small-Business
    • 4% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Smart Pricing Table 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
    Customer Support
    8
    Ease of Use
    8
    Efficiency
    5
    Time-saving
    5
    Easy Creation
    4
    Cons
    Signature Issues
    2
    Copy-Paste Issues
    1
    Initial Usage Difficulty
    1
    Lack of Guidance
    1
    Layout Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Smart Pricing Table features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 8.9
    9.8
    Assembly and Approval Workflows
    Average: 8.6
    9.6
    Template Creation and Flexibility
    Average: 8.6
    9.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offerin

Users
  • Owner
Industries
  • Marketing and Advertising
Market Segment
  • 94% Small-Business
  • 4% Mid-Market
Smart Pricing Table 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
Customer Support
8
Ease of Use
8
Efficiency
5
Time-saving
5
Easy Creation
4
Cons
Signature Issues
2
Copy-Paste Issues
1
Initial Usage Difficulty
1
Lack of Guidance
1
Layout Issues
1
Smart Pricing Table features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 8.9
9.8
Assembly and Approval Workflows
Average: 8.6
9.6
Template Creation and Flexibility
Average: 8.6
9.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Year Founded
2020
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
Entry Level Price:$29 per month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal temp

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 96% Small-Business
    • 4% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nusii features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.9
    0.0
    No information available
    8.1
    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
    Nusii
    Year Founded
    2013
    HQ Location
    MADRID
    Twitter
    @nusiiapp
    1,119 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal temp

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 96% Small-Business
  • 4% Enterprise
Nusii features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.9
0.0
No information available
8.1
Template Creation and Flexibility
Average: 8.6
8.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Nusii
Year Founded
2013
HQ Location
MADRID
Twitter
@nusiiapp
1,119 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
(30)4.8 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.

    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. Zilli

    Users
    No information available
    Industries
    • Information Technology and Services
    • Mechanical or Industrial Engineering
    Market Segment
    • 47% Small-Business
    • 37% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zilliant 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
    Efficiency
    2
    Product Management
    2
    Customizability
    1
    Ease of Use
    1
    Easy Customization
    1
    Cons
    Slow Loading
    2
    Slow Performance
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zilliant CPQ features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    9.6
    Assembly and Approval Workflows
    Average: 8.6
    9.5
    Template Creation and Flexibility
    Average: 8.6
    9.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zilliant
    Company Website
    Year Founded
    1999
    HQ Location
    Austin, TX
    Twitter
    @zilliant
    3,374 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    198 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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. Zilli

Users
No information available
Industries
  • Information Technology and Services
  • Mechanical or Industrial Engineering
Market Segment
  • 47% Small-Business
  • 37% Enterprise
Zilliant 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
Efficiency
2
Product Management
2
Customizability
1
Ease of Use
1
Easy Customization
1
Cons
Slow Loading
2
Slow Performance
2
Zilliant CPQ features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
9.6
Assembly and Approval Workflows
Average: 8.6
9.5
Template Creation and Flexibility
Average: 8.6
9.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Zilliant
Company Website
Year Founded
1999
HQ Location
Austin, TX
Twitter
@zilliant
3,374 Twitter followers
LinkedIn® Page
www.linkedin.com
198 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 mana

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Enterprise
    • 48% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ombud features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 8.9
    9.6
    Assembly and Approval Workflows
    Average: 8.6
    9.6
    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
    Ombud
    Year Founded
    2011
    HQ Location
    Denver, Colorado
    Twitter
    @ombud
    279 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 mana

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Enterprise
  • 48% Mid-Market
Ombud features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 8.9
9.6
Assembly and Approval Workflows
Average: 8.6
9.6
Template Creation and Flexibility
Average: 8.6
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Ombud
Year Founded
2011
HQ Location
Denver, Colorado
Twitter
@ombud
279 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisa

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 55% Small-Business
    • 36% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Tilkee features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 8.9
    9.6
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    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
    Tilkee
    Year Founded
    2014
    HQ Location
    Lyon, Rhône Alpes
    Twitter
    @tilkeeapp
    2,976 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisa

Users
No information available
Industries
No information available
Market Segment
  • 55% Small-Business
  • 36% Mid-Market
Tilkee features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 8.9
9.6
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
8.1
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Tilkee
Year Founded
2014
HQ Location
Lyon, Rhône Alpes
Twitter
@tilkeeapp
2,976 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify yo

    Users
    • Owner
    Industries
    • Marketing and Advertising
    • Design
    Market Segment
    • 94% Small-Business
    • 1% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Bonsai 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
    21
    Invoicing
    17
    Invoice Management
    13
    Time-saving
    13
    Time Tracking
    13
    Cons
    Missing Features
    18
    Expensive
    8
    Integration Issues
    8
    Limited Customization
    8
    Limited Features
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bonsai features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.0
    Assembly and Approval Workflows
    Average: 8.6
    8.5
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    San Francisco, California
    Twitter
    @bonsaiinc
    3,059 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify yo

Users
  • Owner
Industries
  • Marketing and Advertising
  • Design
Market Segment
  • 94% Small-Business
  • 1% Mid-Market
Bonsai 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
21
Invoicing
17
Invoice Management
13
Time-saving
13
Time Tracking
13
Cons
Missing Features
18
Expensive
8
Integration Issues
8
Limited Customization
8
Limited Features
8
Bonsai features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.0
Assembly and Approval Workflows
Average: 8.6
8.5
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@bonsaiinc
3,059 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care

    Users
    No information available
    Industries
    • Oil & Energy
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 31% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • XaitPorter features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.4
    Template Creation and Flexibility
    Average: 8.6
    8.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Xait
    Year Founded
    2000
    HQ Location
    Sandnes, Norway
    Twitter
    @xaitgroup
    710 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    95 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care

Users
No information available
Industries
  • Oil & Energy
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 31% Enterprise
XaitPorter features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.4
Template Creation and Flexibility
Average: 8.6
8.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Xait
Year Founded
2000
HQ Location
Sandnes, Norway
Twitter
@xaitgroup
710 Twitter followers
LinkedIn® Page
www.linkedin.com
95 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Oneflow is an AI powered contract management software that automates the entire contract process from pre-sign to post-sign, for all teams, all in one place. Features & functionality - HTML,

    Users
    • CEO
    • Konsultchef
    Industries
    • Staffing and Recruiting
    • Computer Software
    Market Segment
    • 43% Small-Business
    • 43% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Oneflow 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
    29
    Intuitive
    16
    Efficiency
    13
    Document Management
    9
    Simple
    9
    Cons
    Missing Features
    14
    Document Management
    5
    Limitations
    5
    Limited Customization
    5
    Expensive
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oneflow features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.0
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    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
    Oneflow
    Year Founded
    2012
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @oneflowcom
    266 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    163 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Oneflow is an AI powered contract management software that automates the entire contract process from pre-sign to post-sign, for all teams, all in one place. Features & functionality - HTML,

Users
  • CEO
  • Konsultchef
Industries
  • Staffing and Recruiting
  • Computer Software
Market Segment
  • 43% Small-Business
  • 43% Mid-Market
Oneflow 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
29
Intuitive
16
Efficiency
13
Document Management
9
Simple
9
Cons
Missing Features
14
Document Management
5
Limitations
5
Limited Customization
5
Expensive
4
Oneflow features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.0
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Oneflow
Year Founded
2012
HQ Location
Stockholm, Stockholm County
Twitter
@oneflowcom
266 Twitter followers
LinkedIn® Page
www.linkedin.com
163 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place.

    Users
    • Business Development Manager
    • Business Development Executive
    Industries
    • Facilities Services
    • Security and Investigations
    Market Segment
    • 34% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ClientPoint 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
    AI Technology
    1
    Client Management
    1
    Customer Success
    1
    Document Management
    1
    Ease of Use
    1
    Cons
    Performance Issues
    1
    Saving Issues
    1
    Slow Loading
    1
    Slow Performance
    1
    Upload Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ClientPoint features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    8.4
    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
    Year Founded
    2009
    HQ Location
    Carlsbad, CA
    Twitter
    @ClientPoint
    123 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
    Phone
    -9234
Product Description
How are these determined?Information
This description is provided by the seller.

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place.

Users
  • Business Development Manager
  • Business Development Executive
Industries
  • Facilities Services
  • Security and Investigations
Market Segment
  • 34% Mid-Market
  • 33% Enterprise
ClientPoint 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
AI Technology
1
Client Management
1
Customer Success
1
Document Management
1
Ease of Use
1
Cons
Performance Issues
1
Saving Issues
1
Slow Loading
1
Slow Performance
1
Upload Issues
1
ClientPoint features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
8.4
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
Year Founded
2009
HQ Location
Carlsbad, CA
Twitter
@ClientPoint
123 Twitter followers
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
Phone
-9234
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Odoo Sales is a comprehensive sales management application designed to streamline the entire sales process, from quotation creation to order fulfillment. It offers an intuitive interface that enables

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 43% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Odoo Sales features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.9
    6.9
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    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
    Odoo
    Year Founded
    2005
    HQ Location
    Brussels, Belgium
    Twitter
    @Odoo
    54,895 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7,994 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Odoo Sales is a comprehensive sales management application designed to streamline the entire sales process, from quotation creation to order fulfillment. It offers an intuitive interface that enables

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 43% Small-Business
Odoo Sales features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
6.9
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Odoo
Year Founded
2005
HQ Location
Brussels, Belgium
Twitter
@Odoo
54,895 Twitter followers
LinkedIn® Page
www.linkedin.com
7,994 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Great looking quotes and proposals in one easy to use system.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 91% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Quotient 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
    1
    Easy Creation
    1
    Easy Integrations
    1
    Easy Setup
    1
    Efficiency
    1
    Cons
    Limited Design Options
    1
    Limited Template Flexibility
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Quotient features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 8.9
    8.9
    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
    Quotient
    Year Founded
    2011
    HQ Location
    Columbia, MD
    Twitter
    @QuotientApp
    673 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Great looking quotes and proposals in one easy to use system.

Users
No information available
Industries
No information available
Market Segment
  • 91% Small-Business
Quotient 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
1
Easy Creation
1
Easy Integrations
1
Easy Setup
1
Efficiency
1
Cons
Limited Design Options
1
Limited Template Flexibility
1
Quotient features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 8.9
8.9
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
Quotient
Year Founded
2011
HQ Location
Columbia, MD
Twitter
@QuotientApp
673 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 20% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Clientary features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 8.9
    9.2
    Assembly and Approval Workflows
    Average: 8.6
    9.2
    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
    Unbrew
    Year Founded
    2008
    HQ Location
    San Jose, CA
    Twitter
    @clientary
    633 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 20% Enterprise
Clientary features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 8.9
9.2
Assembly and Approval Workflows
Average: 8.6
9.2
Template Creation and Flexibility
Average: 8.6
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Unbrew
Year Founded
2008
HQ Location
San Jose, CA
Twitter
@clientary
633 Twitter followers
LinkedIn® Page
www.linkedin.com