--- 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) - [View Dasseti ENGAGE pricing details and edition comparison](https://www.g2.com/products/dasseti-engage/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+14%3A58%3A58+-0500&secure%5Bsession_id%5D=89ac50b2-ff6d-4d1b-85a6-471891f2a4f9&secure%5Btoken%5D=c6ed883ce5ea62d6002a9c8221f0be616b9332db2c5dc1527b8c924278abaf23&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 (3,447 reviews)