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Best Proposal Software - Page 4

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.

    Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow,

    Users
    • Managing Director
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zomentum e-Sign and Payment 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
    Automation
    1
    Customer Satisfaction
    1
    Customer Support
    1
    Deal Management
    1
    Document Management
    1
    Cons
    Interface Usability
    1
    Outdated Design
    1
    Poor Interface Design
    1
    UI Improvements
    1
    UX Improvement
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zomentum e-Sign and Payment features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.6
    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
    Zomentum
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow,

Users
  • Managing Director
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
Zomentum e-Sign and Payment 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
Automation
1
Customer Satisfaction
1
Customer Support
1
Deal Management
1
Document Management
1
Cons
Interface Usability
1
Outdated Design
1
Poor Interface Design
1
UI Improvements
1
UX Improvement
1
Zomentum e-Sign and Payment features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.6
Template Creation and Flexibility
Average: 8.6
9.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Zomentum
Year Founded
2018
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create b

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 77% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Storydoc 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
    18
    Customer Support
    14
    Intuitive
    12
    Presentation Quality
    12
    Helpful
    10
    Cons
    Cost
    7
    Limited Customization
    7
    Expensive
    6
    Limited Features
    4
    Limited Templates
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Storydoc features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    7.9
    Assembly and Approval Workflows
    Average: 8.6
    8.7
    Template Creation and Flexibility
    Average: 8.6
    7.9
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Storydoc
    Year Founded
    2019
    HQ Location
    Tel Aviv, Israel
    Twitter
    @getstorydoc
    31 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create b

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 77% Small-Business
  • 17% Mid-Market
Storydoc 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
18
Customer Support
14
Intuitive
12
Presentation Quality
12
Helpful
10
Cons
Cost
7
Limited Customization
7
Expensive
6
Limited Features
4
Limited Templates
4
Storydoc features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
7.9
Assembly and Approval Workflows
Average: 8.6
8.7
Template Creation and Flexibility
Average: 8.6
7.9
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Storydoc
Year Founded
2019
HQ Location
Tel Aviv, Israel
Twitter
@getstorydoc
31 Twitter followers
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, mar

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 49% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • QorusDocs 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
    12
    Document Management
    10
    Customer Support
    9
    Content Management
    8
    Efficiency
    8
    Cons
    Limited Features
    4
    Complexity
    2
    Difficult Learning
    2
    Lack of Integration
    2
    Steep Learning Curve
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • QorusDocs features and usability ratings that predict user satisfaction
    8.4
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    8.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    QorusDocs
    Year Founded
    2012
    HQ Location
    Seattle, WA
    Twitter
    @qorusdocs
    2,632 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    71 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, mar

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 49% Enterprise
  • 31% Mid-Market
QorusDocs 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
12
Document Management
10
Customer Support
9
Content Management
8
Efficiency
8
Cons
Limited Features
4
Complexity
2
Difficult Learning
2
Lack of Integration
2
Steep Learning Curve
2
QorusDocs features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
8.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
QorusDocs
Year Founded
2012
HQ Location
Seattle, WA
Twitter
@qorusdocs
2,632 Twitter followers
LinkedIn® Page
www.linkedin.com
71 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 unlim

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 78% Small-Business
    • 11% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Proposal Kit features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    9.3
    Assembly and Approval Workflows
    Average: 8.6
    9.1
    Template Creation and Flexibility
    Average: 8.6
    9.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1997
    HQ Location
    Redmond, WA
    Twitter
    @ProposalKit
    259 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 unlim

Users
No information available
Industries
No information available
Market Segment
  • 78% Small-Business
  • 11% Enterprise
Proposal Kit features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
9.3
Assembly and Approval Workflows
Average: 8.6
9.1
Template Creation and Flexibility
Average: 8.6
9.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Year Founded
1997
HQ Location
Redmond, WA
Twitter
@ProposalKit
259 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
(68)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.

    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, co

    Users
    No information available
    Industries
    • Machinery
    • Computer Software
    Market Segment
    • 38% Enterprise
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vendavo 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
    Pricing Optimization
    3
    Customer Satisfaction
    2
    Ease of Use
    2
    Easy Integrations
    2
    Integrations
    2
    Cons
    Complexity
    2
    Difficult Customization
    2
    Difficult Learning Process
    2
    Expensive
    2
    Lagging Performance
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vendavo features and usability ratings that predict user satisfaction
    7.8
    Ease of Use
    Average: 8.9
    8.1
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    Template Creation and Flexibility
    Average: 8.6
    8.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vendavo
    Company Website
    Year Founded
    1998
    HQ Location
    Denver, Colorado
    Twitter
    @Vendavo
    6,225 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    446 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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, co

Users
No information available
Industries
  • Machinery
  • Computer Software
Market Segment
  • 38% Enterprise
  • 38% Mid-Market
Vendavo 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
Pricing Optimization
3
Customer Satisfaction
2
Ease of Use
2
Easy Integrations
2
Integrations
2
Cons
Complexity
2
Difficult Customization
2
Difficult Learning Process
2
Expensive
2
Lagging Performance
2
Vendavo features and usability ratings that predict user satisfaction
7.8
Ease of Use
Average: 8.9
8.1
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.6
8.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Vendavo
Company Website
Year Founded
1998
HQ Location
Denver, Colorado
Twitter
@Vendavo
6,225 Twitter followers
LinkedIn® Page
www.linkedin.com
446 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of feature

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 90% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Fiverr Workspace 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
    All-in-one Solutions
    1
    Comprehensive Features
    1
    Contract Management
    1
    Document Management
    1
    Ease of Use
    1
    Cons
    Delays
    1
    Email Issues
    1
    Lack of Communication Features
    1
    Limited Features
    1
    Missing Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fiverr Workspace features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.8
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    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
    Fiverr
    Year Founded
    2010
    HQ Location
    Tel-Aviv
    Twitter
    @fiverr
    458,604 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    216,871 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of feature

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 90% Small-Business
  • 5% Mid-Market
Fiverr Workspace 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
All-in-one Solutions
1
Comprehensive Features
1
Contract Management
1
Document Management
1
Ease of Use
1
Cons
Delays
1
Email Issues
1
Lack of Communication Features
1
Limited Features
1
Missing Features
1
Fiverr Workspace features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.8
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Fiverr
Year Founded
2010
HQ Location
Tel-Aviv
Twitter
@fiverr
458,604 Twitter followers
LinkedIn® Page
www.linkedin.com
216,871 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    What is Flowcase? Flowcase is an enterprise-grade SaaS solution designed to automate the management of CVs, resumes, and case studies for professional services firms. It’s specifically built for fi

    Users
    No information available
    Industries
    • Consulting
    Market Segment
    • 46% Small-Business
    • 23% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Flowcase 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
    5
    Document Management
    2
    Easy Integrations
    2
    Features
    2
    Intuitive
    2
    Cons
    Difficult Learning
    1
    Inadequate Search Functionality
    1
    Initial Usage Difficulty
    1
    Integration Issues
    1
    Lack of Integration
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Flowcase features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    6.7
    Assembly and Approval Workflows
    Average: 8.6
    7.7
    Template Creation and Flexibility
    Average: 8.6
    7.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2012
    HQ Location
    London, England
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

What is Flowcase? Flowcase is an enterprise-grade SaaS solution designed to automate the management of CVs, resumes, and case studies for professional services firms. It’s specifically built for fi

Users
No information available
Industries
  • Consulting
Market Segment
  • 46% Small-Business
  • 23% Enterprise
Flowcase 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
5
Document Management
2
Easy Integrations
2
Features
2
Intuitive
2
Cons
Difficult Learning
1
Inadequate Search Functionality
1
Initial Usage Difficulty
1
Integration Issues
1
Lack of Integration
1
Flowcase features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
6.7
Assembly and Approval Workflows
Average: 8.6
7.7
Template Creation and Flexibility
Average: 8.6
7.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Company Website
Year Founded
2012
HQ Location
London, England
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting

    Users
    No information available
    Industries
    • Information Technology and Services
    • Telecommunications
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ScalePad Quoter 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
    12
    Quoting Process
    8
    Templates
    5
    Customer Support
    4
    Customizability
    4
    Cons
    Limited Customization
    3
    Missing Features
    3
    Poor Integration
    3
    API Integration Issues
    2
    Contact Management
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ScalePad Quoter features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    8.1
    Assembly and Approval Workflows
    Average: 8.6
    8.6
    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
    ScalePad
    Year Founded
    2015
    HQ Location
    Vancouver, BC
    Twitter
    @GoScalePad
    989 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    254 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting

Users
No information available
Industries
  • Information Technology and Services
  • Telecommunications
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
ScalePad Quoter 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
12
Quoting Process
8
Templates
5
Customer Support
4
Customizability
4
Cons
Limited Customization
3
Missing Features
3
Poor Integration
3
API Integration Issues
2
Contact Management
2
ScalePad Quoter features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
8.1
Assembly and Approval Workflows
Average: 8.6
8.6
Template Creation and Flexibility
Average: 8.6
8.6
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
ScalePad
Year Founded
2015
HQ Location
Vancouver, BC
Twitter
@GoScalePad
989 Twitter followers
LinkedIn® Page
www.linkedin.com
254 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 50% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • RocketDocs 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
    Document Management
    4
    Content Management
    3
    Data Accuracy
    3
    Easy Access
    3
    Cons
    Learning Curve
    4
    Difficult Learning
    3
    Inefficient Search Functionality
    3
    Formatting Issues
    2
    Inadequate Filtering
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • RocketDocs features and usability ratings that predict user satisfaction
    8.0
    Ease of Use
    Average: 8.9
    7.7
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1994
    HQ Location
    Dallas, TX
    LinkedIn® Page
    www.linkedin.com
    26 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 50% Mid-Market
  • 31% Enterprise
RocketDocs 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
Document Management
4
Content Management
3
Data Accuracy
3
Easy Access
3
Cons
Learning Curve
4
Difficult Learning
3
Inefficient Search Functionality
3
Formatting Issues
2
Inadequate Filtering
2
RocketDocs features and usability ratings that predict user satisfaction
8.0
Ease of Use
Average: 8.9
7.7
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Company Website
Year Founded
1994
HQ Location
Dallas, TX
LinkedIn® Page
www.linkedin.com
26 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 designe

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 96% Small-Business
    • 2% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Better Proposals 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
    2
    Design Quality
    1
    Document Management
    1
    Easy Creation
    1
    Easy Integrations
    1
    Cons
    Billing Issues
    1
    Clunky Interface
    1
    Complex Setup
    1
    Email Issues
    1
    Feature Usability
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Better Proposals features and usability ratings that predict user satisfaction
    8.4
    Ease of Use
    Average: 8.9
    9.4
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    Template Creation and Flexibility
    Average: 8.6
    7.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    Brighton, United Kingdom
    Twitter
    @betterproposals
    15,384 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 designe

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 96% Small-Business
  • 2% Mid-Market
Better Proposals 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
2
Design Quality
1
Document Management
1
Easy Creation
1
Easy Integrations
1
Cons
Billing Issues
1
Clunky Interface
1
Complex Setup
1
Email Issues
1
Feature Usability
1
Better Proposals features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
9.4
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.6
7.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Year Founded
2009
HQ Location
Brighton, United Kingdom
Twitter
@betterproposals
15,384 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tango automates the contract and payment workflow for fractional executives and small-medium professional services businesses. By bringing the scope, contract, and payment onto a single interactive p

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Tango Agreements 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
    Communication
    1
    Design Quality
    1
    Ease of Use
    1
    Implementation Ease
    1
    Invoicing
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Tango Agreements features and usability ratings that predict user satisfaction
    9.6
    Ease of Use
    Average: 8.9
    7.4
    Assembly and Approval Workflows
    Average: 8.6
    9.2
    Template Creation and Flexibility
    Average: 8.6
    8.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2022
    HQ Location
    Burleigh Heads, AU
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tango automates the contract and payment workflow for fractional executives and small-medium professional services businesses. By bringing the scope, contract, and payment onto a single interactive p

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Tango Agreements 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
Communication
1
Design Quality
1
Ease of Use
1
Implementation Ease
1
Invoicing
1
Cons
This product has not yet received any negative sentiments.
Tango Agreements features and usability ratings that predict user satisfaction
9.6
Ease of Use
Average: 8.9
7.4
Assembly and Approval Workflows
Average: 8.6
9.2
Template Creation and Flexibility
Average: 8.6
8.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Year Founded
2022
HQ Location
Burleigh Heads, AU
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fresh Proposals is an advanced online proposal management platform designed to streamline the creation, customization, and tracking of business proposals. It empowers sales teams and professionals to

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 88% Small-Business
    • 6% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Fresh Proposals 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
    2
    Easy Creation
    2
    Customization
    1
    Ease of Use
    1
    Easy Integrations
    1
    Cons
    Feature Usability
    1
    Layout Issues
    1
    Limited Customization
    1
    Slow Performance
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fresh Proposals features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 8.9
    9.4
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    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
    2019
    HQ Location
    N/A
    Twitter
    @freshproposals
    248 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fresh Proposals is an advanced online proposal management platform designed to streamline the creation, customization, and tracking of business proposals. It empowers sales teams and professionals to

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 88% Small-Business
  • 6% Mid-Market
Fresh Proposals 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
2
Easy Creation
2
Customization
1
Ease of Use
1
Easy Integrations
1
Cons
Feature Usability
1
Layout Issues
1
Limited Customization
1
Slow Performance
1
Fresh Proposals features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
9.4
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Year Founded
2019
HQ Location
N/A
Twitter
@freshproposals
248 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’

    Users
    No information available
    Industries
    • Mechanical or Industrial Engineering
    • Industrial Automation
    Market Segment
    • 63% Enterprise
    • 19% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Tacton 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
    Ease of Use
    2
    Easy Integrations
    1
    Flexibility
    1
    Implementation Ease
    1
    Integrations
    1
    Cons
    Dependency Issues
    1
    Expensive
    1
    Learning Curve
    1
    Limited Customization
    1
    Poor Interface Design
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Tacton CPQ features and usability ratings that predict user satisfaction
    8.2
    Ease of Use
    Average: 8.9
    6.4
    Assembly and Approval Workflows
    Average: 8.6
    7.0
    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
    Tacton
    Year Founded
    1998
    HQ Location
    Stockholm, Sweden
    Twitter
    @TactonSystems
    1,187 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    250 employees on LinkedIn®
    Phone
    +46 (0) 8 690 07 50
Product Description
How are these determined?Information
This description is provided by the seller.

Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’

Users
No information available
Industries
  • Mechanical or Industrial Engineering
  • Industrial Automation
Market Segment
  • 63% Enterprise
  • 19% Small-Business
Tacton 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
Ease of Use
2
Easy Integrations
1
Flexibility
1
Implementation Ease
1
Integrations
1
Cons
Dependency Issues
1
Expensive
1
Learning Curve
1
Limited Customization
1
Poor Interface Design
1
Tacton CPQ features and usability ratings that predict user satisfaction
8.2
Ease of Use
Average: 8.9
6.4
Assembly and Approval Workflows
Average: 8.6
7.0
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Tacton
Year Founded
1998
HQ Location
Stockholm, Sweden
Twitter
@TactonSystems
1,187 Twitter followers
LinkedIn® Page
www.linkedin.com
250 employees on LinkedIn®
Phone
+46 (0) 8 690 07 50
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security q

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 30% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Steerlab 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
    Artificial Intelligence
    1
    Efficiency
    1
    Knowledge Management
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Steerlab features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    0.0
    No information available
    5.0
    Template Creation and Flexibility
    Average: 8.6
    6.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Steerlab
    Company Website
    Year Founded
    2023
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security q

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 30% Small-Business
Steerlab 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
Artificial Intelligence
1
Efficiency
1
Knowledge Management
1
Cons
This product has not yet received any negative sentiments.
Steerlab features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
0.0
No information available
5.0
Template Creation and Flexibility
Average: 8.6
6.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Steerlab
Company Website
Year Founded
2023
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down you

    Users
    No information available
    Industries
    • Pharmaceuticals
    • Biotechnology
    Market Segment
    • 43% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ideagen Please Review 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
    17
    Collaboration
    12
    Team Collaboration
    11
    Efficiency
    9
    Features
    8
    Cons
    Difficulty
    5
    UX Improvement
    5
    Performance Issues
    4
    Dated Interface
    3
    Expensive
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ideagen Please Review features and usability ratings that predict user satisfaction
    8.4
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    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
    Ideagen
    Year Founded
    2000
    HQ Location
    Ruddington, Nottingham
    Twitter
    @Ideagen_
    2,179 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,317 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down you

Users
No information available
Industries
  • Pharmaceuticals
  • Biotechnology
Market Segment
  • 43% Mid-Market
  • 31% Enterprise
Ideagen Please Review 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
17
Collaboration
12
Team Collaboration
11
Efficiency
9
Features
8
Cons
Difficulty
5
UX Improvement
5
Performance Issues
4
Dated Interface
3
Expensive
3
Ideagen Please Review features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Ideagen
Year Founded
2000
HQ Location
Ruddington, Nottingham
Twitter
@Ideagen_
2,179 Twitter followers
LinkedIn® Page
www.linkedin.com
1,317 employees on LinkedIn®