---
title: handify Reviews
meta_title: 'handify Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how handify works for a business like yours.
date_modified: '2026-03-21'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# handify Reviews
**Vendor:** Evanon  
**Category:** [CPQ Software](https://www.g2.com/categories/cpq)
## About handify
handify is the Technical Sales Operating System built for B2B companies selling ingredients, chemicals, raw materials, and technically complex products. Unlike generic CRMs, handify is purpose-built for the way technical sales actually works — long cycles, spec-driven decisions, and product knowledge at the center of every deal. Core capabilities include: intelligent product catalog with attribute-based filtering, TDS/SDS/CoA document management, Intelligent Bundles (products + docs + quotes + samples in one shareable link), CPQ with cost structures and margin controls, sample request tracking, pipeline management, AI-powered product recommendations, and an AR Helper for accounts receivable automation. handify complements your existing CRM or ERP — it fills the technical sales execution gap that tools like Salesforce and SAP were never designed to address. Built for: food ingredients, flavor & fragrance, specialty chemicals, cosmetics raw materials, industrial equipment, and any B2B company selling technically complex products. https://handify.app






- [View handify pricing details and edition comparison](https://www.g2.com/products/handify/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-24+05%3A29%3A45+-0500&secure%5Bsession_id%5D=f7a7ae19-bf40-43f6-b848-05b65020c8da&secure%5Btoken%5D=e44298a2c92056aba73349255fd1072a95866e86500c1c40432862877c88011c&format=llm_user)

## handify Features
**Additional Functionality**
- AI Copilot
- Generative AI
- Search/Filter
- Corrective and Preventive Actions (CAPA)
- Document Lifecycle Management
- Reminders
- Reporting & Statistics
- Customizable Templates
- Compliance Management
- For Medical Purposes
- For Legal Professionals
- Real-Time Notifications
- Risk Assessment
- Drag & Drop
- Collaboration Tools
- Workflow Management
- Activity Dashboard
- Quality Control
- Archiving & Retention
- Approval Process Control
- Secure Data Storage
- Mobile Access
- Version Control
- Task Management
- Indexing
- Alerts/Notifications
- Activity Tracking
- Disaster Recovery
- Multiple Format Support
- Change Management
- File Management
- File Sharing
- Document Management
- Document Automation
- Third-Party Integrations
- Access Controls/Permissions
- Data Import/Export
- Audit Trail
- Role-Based Permissions
- Audit Management
- API
- Rules-Based Workflow
- Electronic Signature
- Document Review
- Full Text Search
- Revision History
- Real-Time Reporting
- Forms Management
- Document Generation
- SSL Security
- Content Management
- Access Expiration Management
- Optical Character Recognition
- Document Classification
- Metadata Extraction
- Commenting/Notes
- Document Editing
- File Recovery
- Offline Access
- Annotations
- Compliance Tracking
- Email Management
- Customizable Branding
- Document Capture
- File Conversion
- Document Storage
- Tagging
- Automated Scheduling
- Metadata Management
- Document Templates
- Autosave
- For Engineering Documents
- Training Management
- Version Rollback
- Digital Signature
- Status Tracking
- Version Comparison
- Document Check-in/Check-out

**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

**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

**Data Management**
- Collection
- Cleansing
- Classification
- Access Rights
- Versioning
- Publication
- Digital Assets

**Deal Analytics**
- Engagement Tracking
- Reporting and Dashboards
- Proposal Effectiveness Reporting

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**Optimization**
- Data Quality
- Workflows
- Localization
- Data Quality Control
- Rules-Based Workflow

**Administration and Security**
- User, Role, and Access Management
- Alerts and Notifications
- Regulatory Compliance

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
- Approval Process Control

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Analytics**
- Compliance
- KPIs
- Performance
- Data Mapping

**Platform**
- E-Signature
- Proposals
- CPQ
- Video Proposals
- Content Sharing
- Content Management
- Video Conferencing
- Chat

**Additional Functionality**
- Documentation Management
- Catalog Management
- Content Library
- Multi-Channel Marketing
- Reporting & Statistics
- Categorization/Grouping
- Activity Tracking
- Content Creation
- Third-Party Integrations
- Generative AI
- Content Management
- Collaboration Tools
- Data Storage Management
- Version Control
- Master Record Management
- Multimedia Support
- Tagging
- eCommerce Management
- Data Modeling
- Online Catalog
- API
- Role-Based Permissions
- Data Import/Export
- AI Copilot
- Document Storage
- Document Management
- Workflow Management
- Access Controls/Permissions
- Image Library
- Customizable Branding
- Metadata Management
- Filtering
- Customizable Templates
- Multi-Channel Management
- Multi-Channel Distribution
- Order Management
- Customizable Categories
- Quality Control
- Product Catalog
- Product Data Management
- File Management
- Data Synchronization
- Search/Filter
- Activity Dashboard
- Video Management
- Document Templates
- Drag & Drop
- Multi-Language

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management
- Contact Management
- Discount Management
- Catalog Management
- Contract/License Management
- Renewal Management
- Price/Margin Management
- Order Management

**Integrations**
- CRM Integration
- Internal Messaging Systems Integration
- Video Conferencing Integration

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Agentic AI - Digital Sales Room**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Audience Targeting
- UTM Parameters Integration
- Third-Party Integrations

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration
- Activity Dashboard
- Third-Party Integrations

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Additional Functionality**
- Price and Cost Calculations
- Data Visualization
- Rules Engine
- Real-Time Data
- Quotes/Estimates
- Audit Trail
- Drag & Drop
- Access Controls/Permissions
- Sales Automation
- Document Storage
- AI Copilot
- CRM
- Customizable Templates
- Product Configurator
- Self Service Portal
- Forecasting
- Bills of Material
- Multi-Currency
- Generative AI
- Customizable Branding
- Electronic Signature
- Document Templates
- Reporting & Statistics

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