Best Proposal Software - Page 4

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 459

Category Stats (Nov 2026)

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

Last updated: November 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for Proposal Software

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

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

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

Odoo Sales

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 businesses to generate professional, interactive quotations swiftly, manage sales orders efficiently, and integrate seamlessly with customer service and eCommerce platforms. By automating routine tasks and providing real-time insights, Odoo Sales empowers sales teams to focus on building customer relationships and driving revenue growth. Key Features and Functionality: - Quotation Builder: Create clean, professional, and interactive quotations instantly, enhancing the customer experience and expediting the sales cycle. - Quote Templates: Automate common orders by applying predefined pricing and tax rules, reducing manual input and minimizing errors. - Customer Portal: Provide customers with self-service access to their quotations, sales orders, and delivery information, facilitating faster deal closures through online payments and e-signatures. - Lead Management: Generate and qualify leads through various channels, including website visits and marketing campaigns, with AI-powered lead scoring to prioritize high-potential prospects. - Pricing Strategies: Develop custom pricing strategies with features like pricelists, promotions, loyalty programs, coupons, gift cards, and eWallets to attract and retain customers. - Product Control: Manage product pricing, variants, and categories with seamless integration across eCommerce, Inventory, and Manufacturing modules. - Reporting and Forecasting: Access comprehensive sales metrics and accurate forecasts to inform strategic decisions and monitor performance. - Invoicing Options: Utilize multiple invoicing methods, including down payments, pro-forma invoices, and milestone-based billing, with automatic invoice creation upon online payment confirmation. - Marketplace Integration: Integrate with major online marketplaces like Amazon to expand reach and eliminate manual data entry. - Shipping Integrations: Partner with local and global shipping couriers to ensure efficient product delivery. - Upselling Opportunities: Add optional products to quotations to facilitate seamless upselling, with customers able to select additional items through the online portal. - Customer Communications: Send emails and schedule meetings directly from Odoo, with all communications automatically recorded for easy access. Primary Value and User Solutions: Odoo Sales addresses the challenges of managing complex sales processes by offering an all-in-one platform that automates routine tasks, enhances customer engagement, and provides actionable insights. By integrating various sales functions into a single application, it reduces the need for multiple disparate systems, thereby improving efficiency and data consistency. Businesses benefit from faster quotation generation, improved lead management, and the ability to implement dynamic pricing strategies, all of which contribute to increased sales performance and customer satisfaction.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Odoo Sales?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Odoo Sales?

  • Seller: Odoo
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • LinkedIn® Page: www.linkedin.com
    8,815 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 43% Small

What Are Recent G2 Reviews of Odoo Sales?

What Are G2 Users Discussing About Odoo Sales?

SEQUESTO

Our mission is to empower commercial teams. SEQUESTO is the agentic operating system for commercial teams. Purpose-built for response work, the SEQUESTO aOS brings multi-model intelligence, specialist agents, and connected knowledge into one platform. RFPs, tenders, DDQs, and security questionnaires, handled end-to-end. Cited. Auditable.Every response, handled. The final word, yours. 50+ companies trust SEQUESTO with their commercial teams, including ISS, Xerox, Barona, Nextbike and Oodrive. Backed by Smartfin, Newion, and TorusVC.

Average Rating: 4.7/5.0

Total Reviews: 29

How Do G2 Users Rate SEQUESTO?

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

Who Is the Company Behind SEQUESTO?

  • Seller: SEQUESTO
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Gent, BE
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Bid Manager
  • Top Industries: Information Technology and Services
  • Company Size: 39% Small, 35% Medium

What Do G2 Reviewers Say About SEQUESTO?

AI-generated summary from verified user reviews

Pros
  • Users love the automation capabilities of SEQUESTO, streamlining project workflows and enhancing efficiency throughout the bidding process.
  • Users value the efficiency of SEQUESTO, streamlining project processes and significantly reducing time spent on documentation.
  • Users find SEQUESTO to be remarkably intuitive, streamlining collaboration and information retrieval for tender responses.
  • Users value SEQUESTO for its time-saving capabilities, streamlining tender responses and collaboration efficiently.
  • Users highlight the significant efficiency improvements brought by SEQUESTO, streamlining project workflows and decision-making processes.
Cons
  • Users acknowledge the difficult learning curve associated with SEQUESTO, requiring time and commitment for effective use.

What Are Recent G2 Reviews of SEQUESTO?

Better Proposals

Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams.

Average Rating: 4.3/5.0

Total Reviews: 51

How Do G2 Users Rate Better Proposals?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Better Proposals?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 96% Small, 2% Medium

What Do G2 Reviewers Say About Better Proposals?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Better Proposals exceptional, simplifying template creation and integration with other software.
  • Users love the design quality of Better Proposals, finding it easy to create professional and dynamic documents.
  • Users appreciate the seamless document management of Better Proposals, enabling dynamic, on-brand presentations that impress clients.
  • Users love the easy creation feature of Better Proposals, enabling quick setup of beautiful templates for their business.
  • Users love the easy integrations of Better Proposals, enabling seamless automation and enhanced workflow efficiency.
Cons
  • Users often face billing issues with Better Proposals, affecting payment processing and support experience.
  • Users find the clunky interface of Better Proposals frustrating, leading to a time-consuming and ineffective proposal process.
  • Users find the complex setup frustrating, struggling with payment issues and support's unhelpful responses.
  • Users find the email issues with Better Proposals frustrating, requesting better template customization and integration features.
  • Users find the feature usability lacking, often encountering issues that hinder their proposal creation experience.

What Are Recent G2 Reviews of Better Proposals?

What Are G2 Users Discussing About Better Proposals?

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How it works

ClientPoint

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. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

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

Who Is the Company Behind ClientPoint?

  • Seller: ClientPoint
  • Year Founded: 2009
  • HQ Location: Carlsbad, CA
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®
  • Phone: -9234

Who Uses This Product?

  • Who Uses This: Business Development Manager, Business Development Executive
  • Top Industries: Facilities Services, Security and Investigations
  • Company Size: 34% Medium, 33% Large

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

Pros
  • Users love the insightful and easy-to-use AI technology of ClientPoint, enhancing their digital sales experience.
  • Users appreciate the effective client management capabilities of ClientPoint, streamlining document sharing and organization throughout sales cycles.
  • Users value the Customer Success features of ClientPoint, enhancing organization and ease during complex sales processes.
  • Users appreciate the easy document tracking and organization with ClientPoint, enhancing their sales process efficiency.
  • Users appreciate the ease of use of ClientPoint, simplifying document sharing and prospect management throughout the sales process.
Cons
  • Users report performance issues with slow page loading and delays in uploading and saving documents.
  • Users often face saving issues with ClientPoint, experiencing slow page loads and delays in document uploads.
  • Users experience slow loading times with ClientPoint, finding uploading and saving documents to be time-consuming.
  • Users experience slow performance with ClientPoint, facing delays in loading pages and uploading documents.
  • Users experience upload issues due to slow loading times, requiring several seconds to a minute for document uploads.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Kaseya Quote Manager

Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines.

Average Rating: 3.9/5.0

Total Reviews: 27

How Do G2 Users Rate Kaseya Quote Manager?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Kaseya Quote Manager?

  • Seller: Kaseya
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Miami, FL
  • LinkedIn® Page: www.linkedin.com
    5,483 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About Kaseya Quote Manager?

AI-generated summary from verified user reviews

Pros
  • Users value the customization options in Kaseya Quote Manager, especially for creating personalized templates.
  • Users value the seamless integration of Kaseya Quote Manager, enhancing efficiency in their daily workflows.
  • Users appreciate the seamless integration of Kaseya Quote Manager, significantly enhancing their daily quoting efficiency.
  • Users appreciate the seamless integration of Kaseya Quote Manager, enhancing efficiency in their daily quoting process.
  • Users value the process efficiency of Kaseya Quote Manager, simplifying and speeding up their quoting tasks significantly.
Cons
  • Users express frustration over the lack of integration with AI tools like Make.com or Zapier in Kaseya Quote Manager.
  • Users are frustrated by the lack of integration with AI tools, limiting automation and efficiency in their workflows.
  • Users are frustrated by the poor integration with AI tools like Make.com and Zapier, limiting functionality.

What Are Recent G2 Reviews of Kaseya Quote Manager?

VisibleThread

VisibleThread is a full-lifecycle RFP platform designed to support every stage of the bid and contract process - before, during, and after submission. It fits into existing workflows across sales, capture, proposal, and contracts teams, supporting organizations of all sizes without forcing process change. Manual, repetitive work is replaced with intelligence and automation, helping teams move faster while maintaining control, consistency, and quality across complex documents. All insights in VisibleThread are grounded in evidence and fully traceable back to source content. The platform creates a clear, visible thread between AI-powered outputs and the original documents they come from enabling confident decision-making, defensible compliance, and reliable analysis. From opportunity qualification and document comparison to risk identification and quality checks, teams gain actionable insights without relying on black-box AI or manual interpretation. Security is built in, not bolted on. VisibleThread is trusted with highly sensitive, mission-critical content and supports multiple deployment options including private cloud and on-premise to meet a wide range of security and governance requirements. The result is a single, secure platform that improves speed, quality, collaboration, and outcomes, while reducing risk and enabling teams to win more business with confidence.

Average Rating: 4.4/5.0

Total Reviews: 16

How Do G2 Users Rate VisibleThread?

  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind VisibleThread?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Medium, 41% Small

What Do G2 Reviewers Say About VisibleThread?

AI-generated summary from verified user reviews

Pros
  • Users find VisibleThread easy to use, appreciating its approachable documentation and quick document processing features.
  • Users value the tracking capabilities of VisibleThread, enabling efficient document scanning and compliance metric creation.
  • Users find Upload Ease in VisibleThread invaluable, making document scanning and compliance metrics intuitive and efficient.
  • Users value the approachable documentation of VisibleThread, making compliance assessment and document scanning easy and effective.
  • Users find document management features in VisibleThread user-friendly, enhancing compliance and security with impressive visuals.
Cons
  • Users find some functions of VisibleThread not intuitive, requiring time and effort to learn effectively.
  • Users experience bug issues with PDF shredding, resulting in incorrect compliance matrix formatting and multiple rows for single paragraphs.
  • Users note a steep learning curve with complex terminology and navigation that requires significant time investment.
  • Users find the feature usability limited due to lack of ignored word lists and support for additional languages.
  • Users are frustrated by inaccurate responses when generating compliance matrices from PDF documents, leading to multiple rows for one paragraph.

What Are Recent G2 Reviews of VisibleThread?

What Are G2 Users Discussing About VisibleThread?

Kantiv

Kantiv is the pursuit intelligence platform built for AEC marketing and business development teams. Your firm's knowledge is scattered across drives, inboxes, old proposals, and people's heads. Kantiv unifies your firm’s structured and unstructured institutional knowledge across proposals, project narratives, resumes, and client history into a pursuit intelligence platform that surfaces the right expertise when it matters. If your team is still starting from old proposal folders, scattered project sheets, and the memory of whoever happens to be available, Kantiv can help turn that history into a working pursuit system. See how Kantiv captures and structures firm knowledge so every pursuit starts with context.

Average Rating: 4.9/5.0

Total Reviews: 11

How Do G2 Users Rate Kantiv?

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

Who Is the Company Behind Kantiv?

  • Seller: Kantiv
  • Year Founded: 2022
  • HQ Location: San Diego , US
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 36% Medium, 27% Large

What Are Recent G2 Reviews of Kantiv?

RocketDocs

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

Average Rating: 4.2/5.0

Total Reviews: 104

How Do G2 Users Rate RocketDocs?

  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind RocketDocs?

  • Seller: RocketDocs
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 50% Medium, 31% Large

What Do G2 Reviewers Say About RocketDocs?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer service and effective collaboration features of RocketDocs for RFP management.
  • Users value the high level of customer service and ongoing support provided by RocketDocs, enhancing their experience.
  • Users praise the exceptional customer support of RocketDocs, highlighting their responsiveness and dedication to user needs.
  • Users value the ease of use of RocketDocs, enhancing workflow efficiency and content management seamlessly.
  • Users value the efficiency of RocketDocs in streamlining approvals and enhancing workflow management for documentation.
Cons
  • Users find the inefficient search functionality of RocketDocs frustrating, hindering effective navigation of large databases.
  • Users are frustrated by the manual processes required for uploads and document attachments in RocketDocs, hindering efficiency.
  • Users find the difficult learning curve of RocketDocs challenging, especially for those expecting a simple interface.
  • Users face formatting issues with RocketDocs, making document generation and exports unnecessarily complicated and inconsistent.
  • Users find the inadequate filtering of RocketDocs frustrating, complicating the retrieval of necessary documents and results.

What Are Recent G2 Reviews of RocketDocs?

What Are G2 Users Discussing About RocketDocs?

Proposal Kit

Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. The included Wizard software lets you quickly and easily custom-assemble proposal templates for any situation using a visual design of your choice. Includes line item quoting and an AI Writer for custom content creation.

Average Rating: 4.7/5.0

Total Reviews: 18

How Do G2 Users Rate Proposal Kit?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Proposal Kit?

Who Uses This Product?

  • Company Size: 78% Small, 11% Large

What Are Recent G2 Reviews of Proposal Kit?

What Are G2 Users Discussing About Proposal Kit?

Cacheflow

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 expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects.

Average Rating: 4.5/5.0

Total Reviews: 34

How Do G2 Users Rate Cacheflow?

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

Who Is the Company Behind Cacheflow?

  • Seller: Cacheflow
  • Year Founded: 2021
  • HQ Location: Los Altos, CA
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Medium, 22% Small

What Do G2 Reviewers Say About Cacheflow?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Cacheflow, allowing quick creation and management of agreements and invoices.
  • Users appreciate the easy setup of Cacheflow, allowing for quick integrations and efficient workflows.
  • Users enjoy the exceptional support from Cacheflow’s team, making implementation and integration seamless and efficient.
  • Users appreciate the visibility into proposal views and streamlined invoice management, enhancing collaboration and follow-up strategies.
  • Users appreciate the seamless CRM integrations of Cacheflow, enhancing quote preparation and streamlining sales processes.
Cons
  • Users are frustrated by missing features like overall revenue tracking and auto adjustments for payments in Cacheflow.
  • Users feel that Cacheflow has limited features, impacting usability and visibility in multi-currency and multi-year proposals.
  • Users are frustrated by frequent logout issues, wishing for extended access beyond the current 30-minute limit.
  • Users find difficult customization frustrating, as proposals need more flexibility and integration options to enhance their experience.
  • Users face integration issues with Cacheflow, particularly with Hubspot and payment processing, hampering overall usability.

What Are Recent G2 Reviews of Cacheflow?

QorusDocs

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com

Average Rating: 4.4/5.0

Total Reviews: 166

How Do G2 Users Rate QorusDocs?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.8/10)

Who Is the Company Behind QorusDocs?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Large, 31% Medium

What Do G2 Reviewers Say About QorusDocs?

AI-generated summary from verified user reviews

Pros
  • Users find QorusDocs to offer ease of use, with intuitive features and responsive support enhancing their experience.
  • Users appreciate the intuitive document management of QorusDocs, which seamlessly integrates with existing O365 workflows.
  • Users appreciate the convenient content management of QorusDocs, seamlessly integrating with Microsoft Word and SharePoint.
  • Users appreciate the responsive and knowledgeable customer support of QorusDocs, ensuring quick assistance with queries.
  • Users commend the intuitive AI functionality of QorusDocs, enhancing productivity and streamlining document processes seamlessly.
Cons
  • Users find limited features in QorusDocs, hindering their ability to effectively track and manage pursuits.
  • Users experience slow performance with QorusDocs, encountering delays and occasional application hangs when accessing documents.
  • Users note the complexity of QorusDocs requires technical expertise, challenging those unprepared for its advanced features.
  • Users find missing simple features in QorusDocs, such as content reordering and a built-in search function.
  • Users experience delays in opening large documents and frustration from slow support ticket resolutions due to frequent updates.

What Are Recent G2 Reviews of QorusDocs?

What Are G2 Users Discussing About QorusDocs?

Flowcase

Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win.

Average Rating: 4.6/5.0

Total Reviews: 31

How Do G2 Users Rate Flowcase?

  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Flowcase?

  • Seller: Flowcase
  • Year Founded: 2012
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 42% Small, 29% Medium

What Do G2 Reviewers Say About Flowcase?

AI-generated summary from verified user reviews

Pros
  • Users commend the intuitive and user-friendly interface of Flowcase, simplifying CV management and enhancing productivity.
  • Users find Flowcase's intuitive interface incredibly easy to use, enhancing their document management experience significantly.
  • Users value the easy integrations of Flowcase, appreciating its seamless compatibility with other tools and personalized features.
  • Users appreciate the intuitive interface and powerful automation tools of Flowcase, enhancing document management and proposal handling.
  • Users love the intuitive AI technology of Flowcase, which significantly simplifies their workflow and enhances usability.
Cons
  • Users find that some advanced functions are difficult to learn, which hampers their initial setup experience with Flowcase.
  • Users find initial usage difficult due to the complexity of setting advanced functions in Flowcase.
  • Users note potential integration issues with external tools, affecting broader functionality and usability of Flowcase.
  • Users find limited customization challenging, as the program caters to many people and lacks personalized options.
  • Users initially found limited template flexibility in Flowcase, but improvements over time have enhanced their experience.

What Are Recent G2 Reviews of Flowcase?

Thalamus AI

Thalamus AI is an AI-native RFP and proposal platform that helps enterprise proposal teams automate the full RFP lifecycle - from bid qualification and requirement mapping to SME collaboration, compliance tracking, addenda management, source-linked proposal drafting, and post-submission learning. Powered by AI agents and a verified RFP content library, Thalamus AI supports every RFx type: RFPs, RFIs, DDQs, security questionnaires, Q&A forms, portal responses, and high-stakes narrative proposals. Unlike traditional RFP software built mainly around content libraries and answer reuse, Thalamus AI brings bid strategy, proposal knowledge, compliance control, SME coordination, and institutional learning into one workspace. Teams can qualify RFP opportunities, map explicit and implicit requirements, route work with AI RACI assignments, manage clarification and risk registers, track compliance matrices, monitor addenda, and build structured review gates across the response process. Thalamus AI turns past proposals, case studies, project experience, certifications, compliance proofs, Q&A pairs, pricing inputs, and approved content into source-linked proposal knowledge. Every correction, decision, reviewer comment, win, and loss can improve future responses, helping teams build a compounding RFP knowledge layer over time. Thalamus AI integrates with tools such as SharePoint, OneDrive, Google Drive, Slack, Outlook, Microsoft Teams, and enterprise file repositories, helping proposal teams centralize knowledge while coordinating work across sales, legal, finance, security, solutions, delivery, and SMEs. Thalamus AI is SOC 2 Type II and ISO 27001 certified, giving enterprise teams a secure AI RFP software platform for complex proposal, questionnaire, and bid management workflows. Trusted by organizations including AGS Health, Cardinal Correctional, EBC, R1, and Whatfix, Thalamus AI is built for proposal teams that need more than answer automation. It helps teams build stronger RFP responses with compliant content, traceable knowledge, coordinated reviews, and bid intelligence that improves with every submission.

Average Rating: 5.0/5.0

Total Reviews: 13

How Do G2 Users Rate Thalamus AI?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Thalamus AI?

Who Uses This Product?

  • Company Size: 46% Large, 38% Medium

What Do G2 Reviewers Say About Thalamus AI?

AI-generated summary from verified user reviews

Pros
  • Users love the efficiency of Thalamus AI, drastically speeding up proposal creation and enhancing team collaboration.
  • Users praise the efficiency of RFP automation with Thalamus AI, significantly speeding up proposal creation processes.
  • Users appreciate the efficiency of automation in Thalamus AI, accelerating proposal creation significantly.
  • Users appreciate the seamless collaboration tools in Thalamus AI, enhancing teamwork efficiency and simplifying content management.
  • Users commend the efficient Content Library of Thalamus AI for simplifying proposal creation and enhancing collaboration.
Cons
  • Users experience software bugs, including freezing issues and task tracker failures, impacting their overall experience.
  • Users experience bug issues like task tracker failures, though support is prompt and helpful.
  • Users report integration issues with Thalamus AI, particularly with Dropbox integration taking longer than anticipated.

What Are Recent G2 Reviews of Thalamus AI?

Vendavo

Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe.

Average Rating: 4.3/5.0

Total Reviews: 66

How Do G2 Users Rate Vendavo?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.1/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Vendavo?

  • Seller: Vendavo
  • Year Founded: 1998
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    464 employees on LinkedIn®
  • Phone: (650) 960-4300

Who Uses This Product?

  • Top Industries: Machinery, Computer Software
  • Company Size: 38% Large, 38% Medium

What Do G2 Reviewers Say About Vendavo?

AI-generated summary from verified user reviews

Pros
  • Users value the framework for pricing optimization Vendavo offers, enhancing visibility on margins and performance.
  • Users appreciate the excellent customer satisfaction with Vendavo’s support and its comprehensive pricing management capabilities.
  • Users find Vendavo's ease of use improves significantly after the learning curve, streamlining pricing and approvals efficiently.
  • Users find easy integrations with Vendavo, enhancing data flow with existing systems like SAP after initial setup.
  • Users find Vendavo's integrations with ERP systems seamless, enhancing data flow after initial setup and configuration.
Cons
  • Users often struggle with the complexity of implementation, facing a steep learning curve and performance issues with large datasets.
  • Users find difficult customization costly and complex, requiring expensive consultancy and training for effective implementation.
  • Users struggle with the difficult learning process of Vendavo, noting complex configurations and a steep training curve.
  • Users find that customization can be quite expensive due to high consultancy fees and complex implementation processes.
  • Users experience lagging performance when handling large datasets, leading to frustrating slowdowns and crashes during critical tasks.

What Are Recent G2 Reviews of Vendavo?

Dasseti ENGAGE

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin.

Average Rating: 4.2/5.0

Total Reviews: 36

How Do G2 Users Rate Dasseti ENGAGE?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 1.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind Dasseti ENGAGE?

  • Seller: Dasseti
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 50% Small, 36% Medium

What Do G2 Reviewers Say About Dasseti ENGAGE?

AI-generated summary from verified user reviews

Pros
  • Users find Dasseti ENGAGE's platform to be very user-friendly, simplifying the DDQ process and enhancing collaboration.
  • Users find Dasseti ENGAGE's efficiency impressive, greatly reducing time spent on completing DDQs with streamlined processes.
  • Users commend the fantastic customer support from Dasseti ENGAGE, highlighting quick setup and dedicated assistance.
  • Users value the time-saving features of Dasseti ENGAGE, enabling quicker completion of DDQ processes and improved efficiency.
  • Users highlight the powerful AI features of Dasseti ENGAGE that significantly reduce time and improve accuracy in DDQ processes.
Cons
  • Users find the usability poor with a clunky interface, difficult navigation, and insufficient attachment options.
  • Users find the scrolling method and attachment options lacking, hindering the overall usability of Dasseti ENGAGE.
  • Users find Dasseti ENGAGE to be not user-friendly, especially for newcomers navigating its complex interface and setup.
  • Users find the interface clunky, creating navigation challenges and hindering the overall user experience with Dasseti ENGAGE.
  • Users find Dasseti ENGAGE's interface to be complex and challenging, requiring extensive onboarding and customization efforts.

What Are Recent G2 Reviews of Dasseti ENGAGE?

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