Best Proposal Software - Page 4

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 349

Category Stats (Sep 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Kaseya Quote Manager (+1.4%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,600+ Authentic Reviews
  • 349+ Products
  • Unbiased Rankings

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

G2 Grid® for Proposal Software

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

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

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

Zomentum e-Sign and Payment

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, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

Average Rating: 4.6/5.0

Total Reviews: 30

How Do G2 Users Rate Zomentum e-Sign and Payment?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Zomentum e-Sign and Payment?

  • Seller: Zomentum
  • Year Founded: 2018
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    59 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Zomentum e-Sign and Payment?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of Zomentum e-Sign and Payment for streamlining their quoting process efficiently.
  • Users value the customer satisfaction with Zomentum e-Sign and Payment, particularly appreciating the excellent technical support.
  • Users value the excellent technical support provided by Zomentum e-Sign and Payment, enhancing their overall experience.
  • Users appreciate the streamlined deal management of Zomentum e-Sign and Payment, enhancing efficiency and consistency in quoting.
  • Users value the standardized quoting process of Zomentum e-Sign and Payment, enhancing efficiency and accuracy in transactions.
Cons
  • Users find the interface usability of Zomentum e-Sign and Payment to be challenging due to its rough GUI.
  • Users find the outdated design of Zomentum e-Sign and Payment lacks polish and can be confusing.
  • Users find the interface design lacking, with a rough GUI and diverse language issues impacting usability.
  • Users find the UI improvements of Zomentum e-Sign and Payment to be somewhat lacking and inconsistent.
  • Users feel the rough GUI and international language could hinder the overall user experience with Zomentum e-Sign and Payment.

What Are Recent G2 Reviews of Zomentum e-Sign and Payment?

What Are G2 Users Discussing About Zomentum e-Sign and Payment?

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: 8.7/10)

Who Is the Company Behind Cacheflow?

  • Seller: Cacheflow
  • Year Founded: 2021
  • HQ Location: Los Altos, CA
  • Twitter: @getcacheflow
    88 Twitter followers
  • 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?

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
  • Twitter: @KantivHQ
    36 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    73 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 36% Medium, 27% Large

What Are Recent G2 Reviews of Kantiv?

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: 3.8/5.0

Total Reviews: 23

How Do G2 Users Rate Kaseya Quote Manager?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (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: 8.7/10)

Who Is the Company Behind Kaseya Quote Manager?

  • Seller: Kaseya
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Miami, FL
  • Twitter: @KaseyaCorp
    17,411 Twitter followers
  • 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: 87% Small, 13% Medium

What Do G2 Reviewers Say About Kaseya Quote Manager?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the customization options in Kaseya Quote Manager, particularly for creating templates for custom items.
  • Users value the easy integrations of Kaseya Quote Manager, enhancing their efficiency and simplifying daily quoting processes.
  • Users love the efficiency of Kaseya Quote Manager, simplifying and speeding up their quoting process significantly.
  • Users value the seamless integration of Kaseya Quote Manager, enhancing efficiency in their daily quoting process.
  • Users appreciate the process efficiency of Kaseya Quote Manager, significantly simplifying and speeding up their quoting tasks.
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 like Make.com or Zapier in Kaseya Quote Manager.
  • Users are disappointed by the poor integration with AI tools, limiting automation and workflow efficiency.

What Are Recent G2 Reviews of Kaseya Quote Manager?

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: 8.7/10)

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 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 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: 8.7/10)

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?

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: 30

How Do G2 Users Rate Flowcase?

  • Ease of Use: 9.0/10 (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: 8.7/10)

Who Is the Company Behind Flowcase?

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

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 43% Small, 27% Medium

What Do G2 Reviewers Say About Flowcase?

AI-generated summary from verified user reviews

Pros
  • Users find Flowcase to be intuitive and user-friendly, making CV management easy and efficient.
  • Users find Flowcase to be highly intuitive, enhancing their experience in managing CVs and proposals efficiently.
  • Users find the intuitive AI technology of Flowcase enhances ease of use and overall experience.
  • Users love the intuitive AI interface of Flowcase, making their experience seamless and effortless.
  • Users highlight the powerful automation tools in Flowcase, enhancing proposal management and overall efficiency.
Cons
  • Users find that the difficult learning curve can make setting advanced functions challenging initially.
  • Users find that initial usage difficulty with advanced functions complicates the onboarding experience for Flowcase.
  • Users note some integration issues with external tools, though personal experiences may vary based on usage.
  • Users note the limited customization in Flowcase, as it must accommodate many users simultaneously.
  • Users initially find limited template flexibility with Flowcase, but appreciate improvements and ongoing dialogue for changes.

What Are Recent G2 Reviews of Flowcase?

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: 8.7/10)

Who Is the Company Behind QorusDocs?

  • Seller: QorusDocs
  • Year Founded: 2012
  • HQ Location: Seattle, WA
  • Twitter: @qorusdocs
    2,614 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

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 be very easy to use, streamlining proposal writing and content management effectively.
  • Users appreciate the easy search and document repository capabilities of QorusDocs, enhancing proposal content efficiency.
  • Users value the responsive customer support of QorusDocs, noting their quick and knowledgeable assistance.
  • Users appreciate the easy access to content, streamlining document organization and enhancing overall efficiency.
  • Users appreciate the extensive functionality of QorusDocs, facilitating efficient proposal content management and retrieval.
Cons
  • Users find limited features in QorusDocs, such as the absence of content reordering and built-in search functionality.
  • Users report frequent bug issues with QorusDocs that hinder performance and require ongoing support interventions.
  • Users find the complex setup of QorusDocs challenging, requiring technical expertise and internal configuration knowledge for effective use.
  • Users experience slow performance with QorusDocs, encountering delays and occasional application hangs when accessing documents.
  • Users face software bugs in QorusDocs that disrupt functionality and require frequent support, causing frustration during updates.

What Are Recent G2 Reviews of QorusDocs?

What Are G2 Users Discussing About QorusDocs?

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: 35

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: 8.7/10)

Who Is the Company Behind Dasseti ENGAGE?

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

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 49% Small, 37% Medium

What Do G2 Reviewers Say About Dasseti ENGAGE?

AI-generated summary from verified user reviews

Pros
  • Users find Dasseti ENGAGE exceptionally easy to use, enhancing efficiency and streamlining the questionnaire process.
  • Users value the efficiency of Dasseti ENGAGE, significantly speeding up RFPs and enhancing the overall workflow.
  • Users value the dedicated customer support of Dasseti ENGAGE, enabling quick implementation and effective assistance.
  • Users praise Dasseti ENGAGE's time-saving AI features, which streamline tasks and enhance productivity in financial services.
  • Users value the powerful AI features of Dasseti ENGAGE for saving time and enhancing productivity.
Cons
  • Users find the poor usability of Dasseti ENGAGE limits its effectiveness and complicates their interaction with the platform.
  • Users find the scrolling method and feature limitations hinder the usability and effectiveness of Dasseti ENGAGE.
  • Users find Dasseti ENGAGE not user-friendly, needing improvements in interface complexity, setup, and customization options.
  • Users find the clunky interface of Dasseti ENGAGE difficult to navigate, affecting their overall experience.
  • Users find Dasseti ENGAGE's interface complex for new users, needing more onboarding and facing limited customization options.

What Are Recent G2 Reviews of Dasseti ENGAGE?

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: 8.7/10)

Who Is the Company Behind Thalamus AI?

  • Seller: Thalamus AI
  • Year Founded: 2025
  • HQ Location: San Francisco, US
  • Twitter: @ThalamusHQ
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

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 brought by Thalamus AI, achieving rapid proposal drafts with powerful AI assistance.
  • Users love the efficient RFP automation of Thalamus AI, drastically speeding up proposal creation with its AI Agents.
  • Users value the automation capabilities of Thalamus AI, significantly speeding up RFP processes and enhancing efficiency.
  • Users value the smoother collaboration tools in Thalamus AI, enhancing communication and efficiency with integrated solutions.
  • Users value the efficient Content Library for its smooth integration and minimal maintenance, enhancing proposal creation speed.
Cons
  • Users experience software bugs like freezing screens and loading issues, impacting the overall reliability of Thalamus AI.
  • Users experience bug issues like task tracker loading failures, although support is responsive and helpful.
  • Users experience integration issues with Thalamus AI, particularly finding the Dropbox setup prolonged and cumbersome.

What Are Recent G2 Reviews of Thalamus AI?

Quotient

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

Average Rating: 4.7/5.0

Total Reviews: 22

How Do G2 Users Rate Quotient?

  • Ease of Use: 9.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Quotient?

  • Seller: Quotient
  • Year Founded: 2011
  • HQ Location: New Zealand
  • Twitter: @QuotientApp
    672 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small

What Do G2 Reviewers Say About Quotient?

AI-generated summary from verified user reviews

Pros
  • Users find Quotient extremely user-friendly, streamlining quote creation and enhancing overall efficiency in their workflow.
  • Users appreciate the easy creation of quote templates in Quotient, enhancing workflow efficiency and management.
  • Users value the seamless integrations of Quotient, enhancing their workflow and improving overall productivity.
  • Users find the easy setup of Quotient enhances workflow efficiency and supports a smooth user experience.
  • Users appreciate the efficiency of Quotient for quickly creating quotes and enhancing workflow management.
Cons
  • Users criticize the limited design options in Quotient, making it difficult to create visually appealing templates.
  • Users find the limited template flexibility in Quotient hampers their ability to create visually appealing quotes.

What Are Recent G2 Reviews of Quotient?

What Are G2 Users Discussing About Quotient?

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: 8.7/10)

Who Is the Company Behind Vendavo?

  • Seller: Vendavo
  • Year Founded: 1998
  • HQ Location: Denver, Colorado
  • Twitter: @Vendavo
    6,204 Twitter followers
  • 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 solid framework for pricing optimization that Vendavo provides, enhancing margin management and performance analytics.
  • Users value the excellent analytics and centralized governance of Vendavo, enhancing their B2B pricing strategies effectively.
  • Users find Vendavo's ease of use improves significantly after the learning curve, becoming essential for pricing management.
  • Users find the easy integrations with SAP and other systems enhance their pricing management efficiency.
  • Users find Vendavo's integrations seamless with SAP, facilitating smooth data flow and effective pricing management.
Cons
  • Users face significant complexity in implementation and navigation, with a steep learning curve and performance issues with large datasets.
  • Users find difficult customization to be costly and complex, requiring significant configuration and dependence on consultants.
  • Users struggle with the difficult learning process, requiring extensive training and resulting in ongoing confusion with the interface.
  • Users find that customization can become quite expensive due to high consultancy fees and implementation complexities.
  • Users experience lagging performance with large datasets, leading to frustration and inefficiency during critical tasks.

What Are Recent G2 Reviews of Vendavo?

Storydoc

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 beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion.

Average Rating: 4.7/5.0

Total Reviews: 70

How Do G2 Users Rate Storydoc?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Storydoc?

  • Seller: Storydoc
  • Year Founded: 2019
  • HQ Location: Tel Aviv, Israel
  • Twitter: @getstorydoc
    31 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 77% Small, 17% Medium

What Do G2 Reviewers Say About Storydoc?

AI-generated summary from verified user reviews

Pros
  • Users rave about the ease of use of Storydoc, enabling effortless creation of impactful presentations.
  • Users love the presentation quality of Storydoc, finding it easy to create engaging and adaptable presentations.
  • Users find Storydoc incredibly intuitive, enabling seamless document creation and enhancing collaboration with ease.
  • Users praise the responsive and helpful customer support of Storydoc, enhancing their overall experience with the tool.
  • Users find Storydoc very helpful for creating engaging presentations and closing deals efficiently.
Cons
  • Users find the pricing to be high, especially for casual use, and are concerned about additional costs.
  • Users find the limited customization in Storydoc restrictive, often needing more flexibility to meet their specific needs.
  • Users find Storydoc's pricing to be expensive, especially for casual users and small startups needing occasional access.
  • Users seek more limited templates in Storydoc’s library for enhanced customization and project scalability.
  • Users feel the limited features of Storydoc hinder usability, especially concerning font uploads and video sizes.

What Are Recent G2 Reviews of Storydoc?

Bonsai

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 your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Average Rating: 4.3/5.0

Total Reviews: 100

How Do G2 Users Rate Bonsai?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Bonsai?

  • Seller: Bonsai (YC W16)
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @bonsaiinc
    3,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Design
  • Company Size: 94% Small, 1% Medium

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Bonsai, enjoying streamlined management of contracts, invoices, and services in one place.
  • Users value the all-in-one invoicing capabilities of Bonsai, simplifying their business management and enhancing productivity.
  • Users appreciate the comprehensive invoice management of Bonsai, streamlining business processes and enhancing productivity effortlessly.
  • Users love the time-saving features of Bonsai, streamlining proposal, invoicing, and project management effortlessly.
  • Users value the time tracking capabilities of Bonsai, enhancing project management and overall business efficiency.
Cons
  • Users note a lack of features like CSV export, mobile app, and satisfactory customer service in Bonsai.
  • Users find Bonsai expensive compared to alternatives, often paying for unnecessary features in a restrictive membership model.
  • Users experience integration issues with Bonsai, citing problems like timezone conflicts and inadequate calendar functionalities.
  • Users find the limited customization options restrictive, impacting their ability to tailor Bonsai to specific needs.
  • Users find Bonsai's features limited and restrictive, often feeling they pay for unnecessary functionalities.

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

Fiverr Workspace

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 features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sounds like a lot of features. Did we mention they’re all in one place? But what else makes us better than using 8 apps to run your business? Our software intelligently integrates each aspect of business management so you can eliminate inefficiencies across your business. That means proposals and contracts once approved automatically creates your projects. Set up scheduled invoicing for automated invoicing & recurring billing so you are notified when it's time to invoice. It means time tracking that speaks to your projects and invoices, Automated overdue invoice reminders that talk to your task list. It means payments that know to automatically file your income and online payment processing fees as an expense so all your books are in order. Every feature talks to the next so that you can do things faster and focus on the work you love. AND.CO helps with the rest! Yeah, that’s what it means. With less time spent managing the business, you get more time to operate in your genius zone!

Average Rating: 3.9/5.0

Total Reviews: 19

How Do G2 Users Rate Fiverr Workspace?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Fiverr Workspace?

  • Seller: Fiverr
  • Year Founded: 2010
  • HQ Location: Tel-Aviv
  • Twitter: @fiverr
    458,568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    228,387 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 90% Small, 5% Large

What Do G2 Reviewers Say About Fiverr Workspace?

AI-generated summary from verified user reviews

Pros
  • Users love the all-in-one solutions offered by Fiverr Workspace, streamlining proposals, contracts, and invoicing effortlessly.
  • Users love the comprehensive features of Fiverr Workspace, streamlining proposals, invoicing, and financial management in one platform.
  • Users appreciate the all-in-one contract management capabilities of Fiverr Workspace, simplifying their workflow significantly.
  • Users value the all-in-one document management capabilities of Fiverr Workspace for enhanced efficiency in handling projects.
  • Users love the ease of use with Fiverr Workspace, integrating proposals, contracts, invoicing, and dashboards seamlessly.
Cons
  • Users express frustration over the delays in support and issue resolution, impacting their overall experience with Fiverr Workspace.
  • Users report that email issues complicate support, leading to delays and frustrations with urgent concerns.
  • Users lament the lack of communication features in Fiverr Workspace, noting poor support and delayed issue resolution.
  • Users express frustration over the limited features of Fiverr Workspace, noting a lack of updates and support responsiveness.
  • Users are frustrated by the missing features in Fiverr Workspace, feeling neglected since the acquisition of And.co.

What Are Recent G2 Reviews of Fiverr Workspace?

What Are G2 Users Discussing About Fiverr Workspace?

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