--- title: Dasseti ENGAGE Reviews meta_title: 'Dasseti ENGAGE Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 30 reviews by the users' company size, role or industry to find out how Dasseti ENGAGE works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 30 scale: '5' date_modified: '2026-08-07' parent_category: name: Procurement url: https://www.g2.com/categories/procurement --- # Dasseti ENGAGE Reviews **Vendor:** Dasseti **Category:** [RFP Software](https://www.g2.com/categories/rfp) **Average Rating:** 4.1/5.0 **Total Reviews:** 30 ## About 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. ## Dasseti ENGAGE Pros & Cons **What users like:** - Users find Dasseti ENGAGE to be **extremely user-friendly** , significantly simplifying the questionnaire and due diligence processes. (7 reviews) - Users appreciate the **efficiency** of Dasseti ENGAGE, noting significant time savings in completing RFPs and questionnaires. (7 reviews) - Users commend the **dedicated customer support** of Dasseti ENGAGE, facilitating quick onboarding and effective assistance. (5 reviews) - Users value the **time-saving AI features** of Dasseti ENGAGE that streamline tasks and enhance productivity significantly. (5 reviews) - Users value the **powerful AI features** of Dasseti ENGAGE, which significantly enhance efficiency and save time. (4 reviews) - Artificial Intelligence (4 reviews) - Users value the **streamlined due diligence process** of Dasseti ENGAGE, enhancing efficiency and simplifying investment oversight. (4 reviews) - Ease of Access (3 reviews) - Intuitive (3 reviews) - Process Efficiency (3 reviews) **What users dislike:** - Users find **poor usability** in Dasseti ENGAGE, noting the need for a more intuitive interface and improved features. (7 reviews) - Users experience **feature deficiencies** in Dasseti ENGAGE, citing limitations in scrolling, attachment options, and document management. (5 reviews) - Users find Dasseti ENGAGE's interface to be **not user-friendly** , with complexities that hinder ease of use, especially for newcomers. (4 reviews) - Users find the **interface clunky** , making navigation and searching for past documents frustrating and inefficient. (3 reviews) - Users find Dasseti ENGAGE's interface to be **complex for new users** , requiring more onboarding and manual intervention than anticipated. (3 reviews) - Users find Dasseti ENGAGE has a **difficult learning curve** , needing extensive onboarding and time to adapt to the interface. (3 reviews) - Feature Usability (3 reviews) - Inaccurate Responses (3 reviews) - Upload Issues (3 reviews) - User Difficulty (3 reviews) ## Dasseti ENGAGE Reviews ### 1. Simple, Intuitive Due Diligence Management with Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Harshal P. | Intermediate Representative, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2026 **What do you like best about Dasseti ENGAGE?** Dasseti ENGAGE provides a simple and intuitive way to manage due diligence requests and questionnaire submissions. The platform keeps everything organised, makes the submission process straightforward, and helps reduce the time spent managing requests. I've also had a positive experience with the support team, who have been responsive and helpful whenever needed. **What do you dislike about Dasseti ENGAGE?** The platform works well overall. If I had to identify an area for improvement, it would be making navigation between larger questionnaires and supporting documents even more seamless. That said, my overall experience has been very positive. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Dasseti ENGAGE helps solve the challenge of managing and completing due diligence questionnaires in a consistent and organised way. The platform centralises requests, simplifies the submission process, and reduces the time spent tracking and managing responses. As a result, it makes completing investor and consultant requests much more efficient. ### 2. An Effective Platform for Modern Due Diligence Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Dasseti ENGAGE?** Dasseti ENGAGE significantly streamlines the due diligence process by centralising questionnaire management, document storage, and stakeholder collaboration in a single platform. The ability to maintain a comprehensive content library and reuse previously approved responses improves efficiency, consistency, and accuracy when completing client due diligence questionnaires. The platform's intuitive interface and workflow capabilities also help reduce administrative burden and response times. **What do you dislike about Dasseti ENGAGE?** The platform offers extensive functionality, but certain features can require multiple steps to complete, which may impact efficiency for infrequent users. Improvements to navigation and greater flexibility in configuring views and filters would make the user experience even smoother. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** efore implementing Dasseti ENGAGE, completing client due diligence questionnaires was often a manual and time-consuming process involving multiple spreadsheets, documents, and email chains. The platform has consolidated these activities into a structured workflow, making it easier to locate information, track progress, and maintain up-to-date responses. This has improved productivity, reduced administrative burden, and enhanced our ability to meet client deadlines. ### 3. Time-Saving Tool with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Abigail M. **Reviewed Date:** August 05, 2026 **What do you like best about Dasseti ENGAGE?** I like that Dasseti ENGAGE is quick, which really helps me manage my time since surveys usually take a lot of hours. I also appreciate how everything is sectioned because I'm familiar with it now. **What do you dislike about Dasseti ENGAGE?** I think just the fact that you can't remove sections that are not applicable to your company. Also, it's a bit annoying having to remove the OTP every time you log in because sometimes it kicks me out, and I have to log in again. I just hated the OTP during setup. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Dasseti ENGAGE manages time by making surveys quicker. It's sectioned layout helps me handle what usually takes hours more effectively. ### 4. Speeds Up Submissions, but Needs an Easier Signature Option **Rating:** 3.5/5.0 stars **Reviewed by:** Peter K. | Senior Investment Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about Dasseti ENGAGE?** It speeds up the monthly and quarterly submission process. There is an audit of previous questions and responses **What do you dislike about Dasseti ENGAGE?** Do downsides from my usage. However if you could improve how i can sign the submission that would be great. It should be like Adobe where i can type my name or copy form a saved signature **What problems is Dasseti ENGAGE solving and how is that benefiting you?** My compliance reporting ### 5. Clear, Self-Explanatory Platform That Gets You Started Fast **Rating:** 5.0/5.0 stars **Reviewed by:** Balwant B. | Business Planning Lead, Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about Dasseti ENGAGE?** It’s a clear, self-explanatory platform that makes it easy to populate and get started quickly. **What do you dislike about Dasseti ENGAGE?** The questions could be better tailored so that irrelevant questions are removed based on my previous responses. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Provides an intuitive interface that allows data to be populated in a consistent way each year. ### 6. Dasseti Engage Makes Submissions Easy to Follow **Rating:** 4.5/5.0 stars **Reviewed by:** Vuyani B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Dasseti ENGAGE?** What I like best about Dasseti Engage is that it is an easy-to-follow process. **What do you dislike about Dasseti ENGAGE?** The questions can be tedious. I should be allowed to submit even if I have not completed the submission. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** It allows the due diligence process to be easier to manage. ### 7. Helpful Reminders and Easy Sharing, Powered by Previous Answers **Rating:** 3.5/5.0 stars **Reviewed by:** Jeremy J. | Marketing Co-ordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Dasseti ENGAGE?** The reminders; the fact that you can share specific sections with colleagues; the use of previous answers. **What do you dislike about Dasseti ENGAGE?** Ticking buttons when answer is complete. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Initially, it was having access previous responses. ### 8. Intuitive and Efficient, But Needs Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Dasseti ENGAGE?** I like that Dasseti ENGAGE is an intuitive and easily accessible platform, which allows me to answer clients' questions and doubts about our products. What I like the most is the ease of knowing what to answer and how to answer. I mostly use the tool for filling and refining responses through AI, which is super efficient. Additionally, the initial setup of Dasseti ENGAGE was very easy. **What do you dislike about Dasseti ENGAGE?** It is difficult to know when a response has actually been completed or just marked as completed. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** I use Dasseti ENGAGE to respond to customer questionnaires about our products. The platform is intuitive and easy to access, allowing for clarification of customer doubts. The tool for filling out and refining responses through AI speeds up the process. ### 9. Efficient Collaborative Due Diligence Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany M. | Financial Services Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2026 **What do you like best about Dasseti ENGAGE?** It allows team members to complete the Due Diligence reports together without having to send the document to each of the people you are collaborating with all the time, so its very efficient **What do you dislike about Dasseti ENGAGE?** I would like for it to pre populate information I have previously provided and where it has changed give an option to edit. That way we can get through these reports quicker. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** It is allowing us to provide the required information to our clients in a timeous manner from when it is requested ### 10. Easy Answer Submissions with a Smooth, Professional Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Dasseti ENGAGE?** easy tool for submitting answers, and a smoother and more professional interface than say surveymonkey or google forms **What do you dislike about Dasseti ENGAGE?** was a great experience, nothing I disliked **What problems is Dasseti ENGAGE solving and how is that benefiting you?** it helps me answer our clients ddq ### 11. Very Organized Platform That Makes Offline Work and Uploads Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Dasseti ENGAGE?** Very organized platform, easy to extract and work offline then upload to the portal **What do you dislike about Dasseti ENGAGE?** Clarity on mandatory questions that attachments are needed, we work on responses and then find out when submitting that attachments are mandatory **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Solving of DDQ's and responses in an organized manner as a team ### 12. Efficient AI-powered DDQ response platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Dasseti ENGAGE?** Dasseti ENGAGE's AI-powered system streamlines the DDQ process by automatically populating responses using the firm's policies and previous DDQs, which significantly reduces the time typically required to complete DDQ surveys and forms. The platform also enables approvers to review responses directly within the system, making it easier for reference and audit purposes. This leads to improved accuracy and consistency across DDQ responses, while also providing a centralized repository for all DDQs. **What do you dislike about Dasseti ENGAGE?** While the Dasseti ENGAGE platform has been a great help, there is still potential for further enhancement. For example, it would be beneficial if users could upload different versions of DDQs, such as PDFs, in addition to the current Word and Excel formats. Expanding the smart response function to support radio buttons for Yes/No answers and dropdown options within DDQs would also improve usability. Additionally, making it easier to move documents between folders and update folder names would further enhance the overall user experience. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** The platform has improved our Firm's efficiency in DDQ processes and provides a centralized repository for our Firm's various DDQ responses. ### 13. Easy Onboarding and File Integration, but Client-Specific Questions Need Personalization **Rating:** 3.5/5.0 stars **Reviewed by:** Roger G. | Operations Department Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Dasseti ENGAGE?** Integration of files, and easy onboarding and specific straight questions as well **What do you dislike about Dasseti ENGAGE?** Some of the questions should be tailored to the client type, such as TPMs, distributors, asset managers, etc **What problems is Dasseti ENGAGE solving and how is that benefiting you?** All documents in one place and easy to share ### 14. Streamlined Client Interactions, Easy Navigation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2026 **What do you like best about Dasseti ENGAGE?** I like that Dasseti ENGAGE is a one-stop tool and easy to navigate. It makes it easier for me because I don't have to send multiple reports back to clients. I also found the initial setup to be really easy. **What do you dislike about Dasseti ENGAGE?** template uploads can be difficult to use **What problems is Dasseti ENGAGE solving and how is that benefiting you?** I use Dasseti ENGAGE to answer client direct DDQs with ease, and since it's a one-stop tool, I don't have to send multiple reports back to clients. ### 15. Great, easy to use platform **Rating:** 4.5/5.0 stars **Reviewed by:** Claire L. | Account executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Dasseti ENGAGE?** Easy to use, clear instructions, support **What do you dislike about Dasseti ENGAGE?** when exporting responses, not all of the question was included. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** It is providing a platform for Minerva to respond to an RFP from a potential client. ### 16. Streamlined Due Diligence with Dasetti Engage—Promising AI That Keeps Improving **Rating:** 4.0/5.0 stars **Reviewed by:** Luke P. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2025 **What do you like best about Dasseti ENGAGE?** Dasetti Engage enables our distribution team to streamline the due diligence process for the investment managers we collaborate with. The AI tool helps us provide clearer answers and significantly reduces our workload through its autofill features, allowing us to dedicate more time to other important tasks. **What do you dislike about Dasseti ENGAGE?** The AI tool is still a work in progress, but I am confident that as our team continues to use it and adds more information to the database, it will continue to improve. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Dasetti Engage has helped streamline our due diligence process, allowing our team to dedicate more time to what truly matters for our investors. ### 17. Controller **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Dasseti ENGAGE?** User friend Ui / Easy to use. Does not take long to navigate the portal and begin populating a DDQ. Past answer fill function is helpful. **What do you dislike about Dasseti ENGAGE?** Wish it was more streamlined i.e. more emphasis on linking underlying excels etc. in the platform. A bit manual typing in things such as performance etc. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Time spent on replying to DDQs. Frees us up for work in other areas. ### 18. Director Of Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Dasseti ENGAGE?** It is easy to navigate throughout the system. **What do you dislike about Dasseti ENGAGE?** You can upload your answer from excel in the system. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** I dont have to write out answers any more, just a yes, no, or n/a. ### 19. Powerful AI for Financial Services. Responding to our investors is easier than ever. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Dasseti ENGAGE?** Solid features, built for financial services. Powerful AI features save a lot of time. The dedicated customer success team got us up and running fast. **What do you dislike about Dasseti ENGAGE?** Nothing so far, any question I have is handled immediately by my support team. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Saves us 2-3x the time to respond to RFPs and DDQs. The Q&A bank, combined with the AI-driven search and import/export of questionnaires, all combine to keep our team focused on responding. ### 20. Happy New Client Excited About Product **Rating:** 4.5/5.0 stars **Reviewed by:** Brendan P. | Senior Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Dasseti ENGAGE?** Smart search and the ability to save responses to 3rd parties. Also, the level of client support is fantastic - Matt McLaughlin and team in particular are great. **What do you dislike about Dasseti ENGAGE?** The questionnaire upload and re-export feature could use improvement. I understand this is underway. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Keeping track of responses we give to 3rd parties and making the RFP process faster as features (doc upload) are being improved. ### 21. Speeds up RFPs and centralises key info **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Dasseti ENGAGE?** It’s made RFPs and DDQs much quicker to complete. I really like how easy it is to search for past answers, and the integration with our systems works well - is a big time-saver. **What do you dislike about Dasseti ENGAGE?** It’s not the most intuitive at first and can take a bit of time to get used to. But once you’re familiar with it, it’s pretty straightforward to use. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Dasseti cuts down the time spent on RFPs and DDQs by centralising responses and making them easy to search. The auto-populate feature is a big help too. It’s solved the hassle of digging through old documents or emails to find answers. ### 22. Dasseti Makes Due Diligence Faster and Easier with Smart Automation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Dasseti ENGAGE?** Dasseti streamlines due diligence with smart automation, intuitive workflows, and powerful analytics—making investment oversight faster, more accurate, and easier to manage. **What do you dislike about Dasseti ENGAGE?** Dasseti’s interface can be complex for new users, and setup may require more onboarding than expected. Some users report limited customization and slower support response times. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Dasseti (formerly Diligend) solves the challenge of manual, fragmented due diligence and data collection in investment processes. It automates workflows, centralizes responses, and enhances transparency—saving time and reducing risk. ### 23. Smart pre-fill from past questionnaires, but scrolling and attachments need improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about Dasseti ENGAGE?** Review old questionnaire and option to pre fulfill new questionnaires with old answers. It is easy to use. The access between several user is also easy. **What do you dislike about Dasseti ENGAGE?** the way to scroll is not optimal. It also would be better to have the option to insert attachements directly in each question and not in a separate module **What problems is Dasseti ENGAGE solving and how is that benefiting you?** save time with pre-fulfilling ### 24. Great Customer Service and Value, but Features Need Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Dasseti ENGAGE?** Good customer service/people, cost-efficient vs competitors. **What do you dislike about Dasseti ENGAGE?** I don't think some of the features work as well as advertised. For example it doesn't seem to read questions and break into sections/sub-sections as correctly as we'd like and requires more manual intervention than we thought it would. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Helping cut down first pass on DDQ's and RFP's ### 25. Efficient tool for DDQ management with room to grow. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Dasseti ENGAGE?** I like how Dasseti streamlines DDQ responses and centralizes everything in one place. **What do you dislike about Dasseti ENGAGE?** The search function can be clunky - it’s hard to find past responses or documents quickly. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Dasseti helps us manage DDQs more efficiently by centralizing responses and automating repetitive tasks. This saves time and improves consistency across submissions. ### 26. Great Customization and Support, But Interface Needs Smoothing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Dasseti ENGAGE?** Dasseti is effective in creating an answer bank and acting as the first pass in completing questionnaires. I like that there are many set customizations available, and the chat is helpful. **What do you dislike about Dasseti ENGAGE?** Dasseti could be a smoother operating interface and could have a more sophisticated AI to properly predict answers. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Dasseti creates a centralized bank of text and is able to simplify the process of searching for and copying and pasting answers. ### 27. Experience with Dasseti **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Dasseti ENGAGE?** The user interface was smooth and efficient. **What do you dislike about Dasseti ENGAGE?** The Smart search wasn't clear on how it worked. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Making it easy to answer questions. ### 28. User-Friendly Interface, But Auto-Fill and Bugs Need Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Dasseti ENGAGE?** Overall the system is very user friendly. **What do you dislike about Dasseti ENGAGE?** At times there are answers in our library and RFP responses we have uploaded, but the questions is still not being auto answered when choosing the auto-fill option. Also, there seems to be some bugs and technical issues at times. **What problems is Dasseti ENGAGE solving and how is that benefiting you?** Time! ### 29. AI Assistance Is Helpful, But Navigation and Output Need Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about Dasseti ENGAGE?** AI assistance with populating DDQ responses from source documents **What do you dislike about Dasseti ENGAGE?** System is clunky, often difficult to navigate. Final DDQ output files as produced by Dasseti are not well formatted **What problems is Dasseti ENGAGE solving and how is that benefiting you?** n.a. ### 30. Great Interface, Nothing to Dislike **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Dasseti ENGAGE?** friendly interface, easy to navigate, excellent support team **What do you dislike about Dasseti ENGAGE?** email notifications can be more user friendly / easy to click links **What problems is Dasseti ENGAGE solving and how is that benefiting you?** cuts down work time and trying to find RFP responses - [View Dasseti ENGAGE pricing details and edition comparison](https://www.g2.com/products/dasseti-engage/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+09%3A04%3A47+-0500&secure%5Bsession_id%5D=08407e36-f0de-4d38-b749-4dfb869b7336&secure%5Btoken%5D=35e7e80887d3f7403a6f49da6ef813115cf7b09e2b269e2ff6aac44133f6b657&format=llm_user) ## Dasseti ENGAGE Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chrome Enterprise](https://www.g2.com/products/chrome-enterprise/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - [Nasdaq eVestment™](https://www.g2.com/products/nasdaq-evestment/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) ## Dasseti ENGAGE Features **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Financial Information** - Data Visualization - Document Search **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting - Investor Portal - Historical Reporting - Investor Reporting - Visual Analytics - Tax Compliance - Portfolio Reporting **Platform Additional Functionality** - Portal - Messaging - White-Labeling **Sales Force Automation** - Segmenting - Contract Management - Pipeline Management - White-Labeling **RFP Generation** - Customizable Templates - RFX - Versioning - Questions Library - Document Templates **Document Processing & Extraction - AI Proposal Generator Tools** - Requirement Identification & Tagging - Multi-Format Document Ingestion - RFP & Questionnaire Parsing **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Analysis** - Charting - Risk Analysis - Collaboration **Integration** - Data aggregation - Accounting Integration - Risk Management - Portfolio Accounting - Contact Management - Workflow Management - Investor Management - Trade Management - Investment Management - Portfolio Management - Document Management - Compliance Management - Order Management - Fund Management - Tax Management - Cash Management - Client Management - Fee Management - Financial Management - Stock Management **Content** - Automation - Marketing Automation **Platform Data** - Report Manipulation - Platform Search - Document Automation **Platform Analytics** - Forecasting - Reports - Analytics **RFP Distribution** - Due Date Tracking - Analysis - Selection - Progress Tracking - Milestone Tracking - Time & Expense Tracking - Status Tracking **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Market News** - Alerts and Monitoring - Market Information **Platform Content** - Email Templates - Email Automation - Custom Reports - Alerts **Marketing Automation** - Email Templates - Email Automation - Lead Management **Submissions** - Collaboration - Knowledge Base - Review - Reporting - Document Review **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Forecasting - Third-Party Integrations - Categorization/Grouping - Budgeting/Forecasting **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Additional Functionality** - Risk Assessment - Automated Execution - Monitoring - Financial Analysis - Cryptocurrency Tracking - Generative AI - Profit/Loss Statement - Risk Analysis - General Ledger - Customizable Reports - Investor Communication - Performance Analysis - Performance Metrics - AI Copilot - Portfolio Analysis - Activity Tracking - CRM - For Hedge Funds - Audit Trail - Data Import/Export - Collaboration Tools - Mobile Access - Modeling & Simulation - Compliance Tracking - For Investment Advisors - Portfolio Rebalancing - Investment Research - Commodity Futures - API - Activity Dashboard - Benchmarking - Alerts/Notifications - Investments Tracking - Bonds/Stocks - For Investors & Traders - Multi-Currency - Stock Tracking - Watch List - What-if Analysis - Goal Setting/Tracking - Wash Sale Detection - For Traders - Side-by-Side Comparison **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Platform Basics** - Mobility - Interoperability **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **RFP Response** - Bid Management - Content Library - Access - Automation - Export - Import - Knowledge Library - Compliance Management - Purchase Order Management - Audit Management - Supplier Management - Workflow Management - Content Management - Requirements Management - Vendor Management - Document Management - Requisition Management - Contact Management - User Management - Inventory Management - Template Management - Task Management - Catalog Management **Collaboration & Workflow - AI Proposal Generator Tools** - SME Assignment & Task Routing - Review & Approval Workflows **Platform Reporting and Analytics** - Reporting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - RFP** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Third-Party Integrations **Agentic AI - Financial Research** - Multi-step Planning **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Alerts/Notifications - API - Version Control - Collaboration Tools - Projections - RFP Responding - Approval Process Control - Proposal Generation - Electronic Signature - AI Copilot - Activity Dashboard - Access Controls/Permissions - Automatic Formatting - RFP Creation - Audit Trail - Customizable Reports - Document Storage - Generative AI - Configurable Workflow - Quotes/Estimates **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## Top Dasseti ENGAGE Alternatives - [Loopio](https://www.g2.com/products/loopio/reviews) - 4.6/5.0 (804 reviews) - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,300 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,448 reviews)