# Best Proposal Software for Small Business

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 293

### Category Stats (Aug 2026)

- **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 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
- 293+ 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](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=164780&focus%5B%5D=14268&focus%5B%5D=6327&focus%5B%5D=16016&focus%5B%5D=57321&focus%5B%5D=1214785&focus%5B%5D=53397)

Highlighted products: PandaDoc, Anchor, Qwilr, Ignition, GetAccept, HoneyBook, Jotform Sign, and RELAYTO AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=anchor-anchor&focus%5B%5D=qwilr&focus%5B%5D=ignition&focus%5B%5D=getaccept&focus%5B%5D=honeybook&focus%5B%5D=jotform-sign&focus%5B%5D=relayto-ai&segment=small-business)

**Sponsored**

### Anchor

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-02T16%3A06%3A54Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=164780&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fsmall-business%3Fopen_modal_url%3D%252Fproducts%252Fheyiris-ai-iris%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fproposal%25252Fsmall-business%2526source%253Dcategory&secure%5Btoken%5D=94cbadccb9bd50dc89f6810a9faff4d59f76872ca33a5ba4af1fc53ad4bb9c03&secure%5Burl%5D=https%3A%2F%2Fwww.sayanchor.com%2Flp%2Fget-started-for-free%3Futm_medium%3Dcpc%26utm_channel%3Dpaid_media%26utm_source%3Dg2%26utm_campaign%3D986543217-g2_cpc_ads&secure%5Burl_type%5D=custom_url)

### [PandaDoc](https://www.g2.com/products/pandadoc/reviews)

PandaDoc is an all-in-one document management platform trusted by 50,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3,441

#### How Do G2 Users Rate PandaDoc?

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

#### Who Is the Company Behind PandaDoc?

- **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc)
- **Company Website:** www.pandadoc.com
- **Year Founded:** 2011
- **HQ Location:** San Francisco, CA
- **Twitter:** @pandadoc  
18,428 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=40ca5f565283ec365ee9960a9ae5dd31d786fbaa6c410fe3d86b23a96392cfce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2211704%2F&secure%5Burl_type%5D=linkedin_company_website)  
895 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 68% Small, 26% Medium

#### What Do G2 Reviewers Say About PandaDoc?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of PandaDoc, finding it simple to navigate and set up for online signing.
- Users value PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals seamlessly.
- Users love the **intuitive editing tools** of PandaDoc, enhancing their workflow and document customization.
- Users find PandaDoc to be **highly intuitive** , making document management and e-signatures easy and efficient.
- Users appreciate the **simplicity and efficiency** of PandaDoc for obtaining e-signatures, enhancing their workflow significantly.

##### Cons

- Users are frustrated by the **missing features** in PandaDoc, such as document expiration controls and dynamic dates.
- Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for online form submissions.
- Users find **signature issues** in PandaDoc, struggling with personal signature use and other document formatting challenges.
- Users find **difficult editing** frustrating due to issues with document navigation and limited edit capabilities during collaboration.
- Users find the **editing difficulty** in PandaDoc frustrating, especially with table formatting and live document changes.

#### What Are Recent G2 Reviews of PandaDoc?

**["PandaDoc gives marketing control without slowing sales down"](https://www.g2.com/survey_responses/pandadoc-review-13115170)**

**Rating:** 4.5/5.0 stars

_— Valeria B._

[Read full review](https://www.g2.com/survey_responses/pandadoc-review-13115170)

**["Smooth File Integration, Fast Support, and a Feasible UI"](https://www.g2.com/survey_responses/pandadoc-review-13129698)**

**Rating:** 4.5/5.0 stars

_— R K B._

[Read full review](https://www.g2.com/survey_responses/pandadoc-review-13129698)

#### What Are G2 Users Discussing About PandaDoc?

- [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments
- [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments
- [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments
- [How much does PandaDoc cost?](https://www.g2.com/discussions/how-much-does-pandadoc-cost) - 2 comments
- [Is PandaDoc really free?](https://www.g2.com/discussions/is-pandadoc-really-free) - 3 comments

### [Anchor](https://www.g2.com/products/anchor-anchor/reviews)

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

**Average Rating:** 4.9/5.0

**Total Reviews:** 123

#### How Do G2 Users Rate Anchor?

- **Ease of Use:** 9.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Anchor?

- **Seller:** [Anchor](https://www.g2.com/sellers/anchor)
- **Company Website:** www.sayanchor.com
- **Year Founded:** 2021
- **HQ Location:** New York, US
- **Twitter:** @Say\_anchor\_  
169 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a51e6f40e23459f5e825d9c0e0f320ca1a31bed8136341c64121a9e1f8f9205&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanchor-pay%2F&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Accounting, Consulting
- **Company Size:** 98% Small, 2% Medium

#### What Do G2 Reviewers Say About Anchor?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving automation** of Anchor, allowing hassle-free billing and efficient proposal management.
- Users find Anchor remarkably **easy to use** , with a straightforward setup and user-friendly features for efficiency.
- Users value the **automation** of billing and proposal drafting, significantly streamlining their overall workflow and enhancing efficiency.
- Users commend Anchor for its **efficiency** , significantly streamlining proposals, contracts, and billing processes for enhanced professionalism.
- Users value the **flexibility** of Anchor, enhancing professionalism and streamlining multiple business processes effortlessly.

##### Cons

- Users find **payment issues** challenging, especially with complex project plans and the desire for next day funding.
- Users note the **processing delays** have improved, yet there's still a desire for next-day funding options.
- Users wish for more **customization options** in Anchor, particularly regarding email reminders and agreement modifications.
- Users note a **steep learning curve** with Anchor, requiring time and effort to master its features effectively.
- Users are still frustrated by the **10-day delay in payouts** using ACH payments, despite improvements in fund transfer times.

#### What Are Recent G2 Reviews of Anchor?

**["All-in-One Proposal and Payment Solution"](https://www.g2.com/survey_responses/anchor-review-12769161)**

**Rating:** 4.5/5.0 stars

_— Emily H._

[Read full review](https://www.g2.com/survey_responses/anchor-review-12769161)

**["Intuitive Proposals with Fast Setup and Built-In Invoicing"](https://www.g2.com/survey_responses/anchor-review-12951275)**

**Rating:** 4.5/5.0 stars

_— Jennifer H._

[Read full review](https://www.g2.com/survey_responses/anchor-review-12951275)

### [Qwilr](https://www.g2.com/products/qwilr/reviews)

Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/

**Average Rating:** 4.6/5.0

**Total Reviews:** 900

#### How Do G2 Users Rate Qwilr?

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Qwilr?

- **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr)
- **Company Website:** qwilr.com
- **Year Founded:** 2014
- **HQ Location:** Redfern, New South Wales
- **Twitter:** @Qwilr  
2,506 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1fb3a2f5466bb6e351edb34247b9a352565e78985f93d5bb9c706080d58c325a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5173204%2F&secure%5Burl_type%5D=linkedin_company_website)  
103 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 80% Small, 16% Medium

#### What Do G2 Reviewers Say About Qwilr?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Qwilr, finding the interface simple and customization quick and effective.
- Users love Qwilr's **customizable templates** , enhancing their proposals with a professional touch and intuitive interface.
- Users find the **easy setup** of Qwilr intuitive, allowing effortless creation of proposals without needing support.
- Users praise Qwilr for its **simplicity and efficiency** , enhancing workflow and collaboration across teams effortlessly.
- Users value the **excellent customer support** from Qwilr, enhancing their experience with responsive assistance and guidance.

##### Cons

- Users feel that Qwilr has **limited customization** options, making it difficult to achieve desired edits and layouts.
- Users are frustrated with **integration issues** , particularly with QuickBooks and payment options, impacting overall satisfaction.
- Users note **missing features** , such as CMS-like design tools and better integrations, affecting their overall experience.
- Users struggle with **difficult editing** , often feeling limited in formatting control and facing cumbersome customization challenges.
- Users find the **limited features** of Qwilr restrict usability, especially with content arrangement and integrated scheduling tools.

#### What Are Recent G2 Reviews of Qwilr?

**["User-Friendly, Time-Saving Quotes with Live Updates in Qwilr"](https://www.g2.com/survey_responses/qwilr-review-13175337)**

**Rating:** 5.0/5.0 stars

_— Julie B._

[Read full review](https://www.g2.com/survey_responses/qwilr-review-13175337)

**["Flexible Drag-and-Drop Proposals, Great HubSpot Integration, and Stellar Support"](https://www.g2.com/survey_responses/qwilr-review-12950377)**

**Rating:** 5.0/5.0 stars

_— Ryan P._

[Read full review](https://www.g2.com/survey_responses/qwilr-review-12950377)

#### What Are G2 Users Discussing About Qwilr?

- [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for)

### [Ignition](https://www.g2.com/products/ignition/reviews)

From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows

**Average Rating:** 4.7/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate Ignition?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ignition?

- **Seller:** [Ignition](https://www.g2.com/sellers/ignition)
- **Company Website:** www.ignitionapp.com
- **Year Founded:** 2013
- **HQ Location:** Chippendale, Australia
- **Twitter:** @ignitionapp  
11,259 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a9c9ae4c3ab75b33540e1b21ce6cef652f862c218c05b4bc6d23b38a3f283e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2602590%2F&secure%5Burl_type%5D=linkedin_company_website)  
330 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Director
- **Top Industries:** Accounting, Marketing and Advertising
- **Company Size:** 89% Small, 3% Medium

#### What Do G2 Reviewers Say About Ignition?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Ignition, citing its intuitive interface and seamless client interactions.
- Users praise the **first-rate customer support** of Ignition, appreciating its helpfulness and availability for urgent inquiries.
- Users find the **easy setup** of Ignition seamless, enhancing their experience and streamlining client engagement.
- Users find Ignition to be a **time-saving solution** , streamlining proposals, invoicing, and client interactions effortlessly.
- Users praise Ignition for its **efficiency in streamlining operations** , significantly enhancing their onboarding and client engagement processes.

##### Cons

- Users find Ignition to be **extremely expensive** , making it a financial challenge despite its positive impact on their business.
- Users note a **significant learning curve** for Ignition, requiring time and experience to master its functionalities.
- Users desire **more customization options** in pricing and forms, limiting flexibility for unique client requests.
- Users note a lack of **customization features** in Ignition, limiting their ability to efficiently send checklists to clients.
- Users find **payment issues** challenging, including high fees and limited refund options impacting efficiency and cost management.

#### What Are Recent G2 Reviews of Ignition?

**["Streamlined Proposals & Invoicing with Ease"](https://www.g2.com/survey_responses/ignition-review-13179637)**

**Rating:** 4.5/5.0 stars

_— Kevin L._

[Read full review](https://www.g2.com/survey_responses/ignition-review-13179637)

**["All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing"](https://www.g2.com/survey_responses/ignition-review-12759341)**

**Rating:** 4.5/5.0 stars

_— Angela K._

[Read full review](https://www.g2.com/survey_responses/ignition-review-12759341)

#### What Are G2 Users Discussing About Ignition?

- [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for)

### [GetAccept](https://www.g2.com/products/getaccept/reviews)

GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited)

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,252

#### How Do G2 Users Rate GetAccept?

- **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:** 8.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind GetAccept?

- **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc)
- **Company Website:** www.getaccept.com
- **Year Founded:** 2015
- **HQ Location:** Palo Alto, CA
- **Twitter:** @getaccept  
1,433 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6727d6b862761e7dd8a49f4f49ee33491cdac2784341b003b2227fed536056c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10154116%2F&secure%5Burl_type%5D=linkedin_company_website)  
156 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Manager, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 50% Small, 43% Medium

#### What Do G2 Reviewers Say About GetAccept?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of GetAccept, highlighting its supportive environment and user-friendly setup.
- Users value the **great customer support** from GetAccept, consistently highlighting its responsiveness and helpfulness.
- Users find GetAccept to be **intuitive and easy to edit** , making document management seamless for everyone.
- Users value the **great customer service** from GetAccept, which enhances their overall experience and satisfaction.
- Users appreciate the **time-saving features** of GetAccept, benefiting from centralized accessibility and efficient automation.

##### Cons

- Users feel the lack of **dark mode** is an eyestrain issue and struggle with visual representation of multiple signees.
- Users find **limited customization** with GetAccept, leading to frustrations and complex processes due to inflexible templates.
- Users experience **poor integration** issues with GetAccept, often facing troubleshooting and error messages that hinder usability.
- Users find **template issues** in GetAccept frustrating, as they complicate contract management and increase internal friction.
- Users find the **difficult editing** experience in GetAccept limits their ability to make necessary adjustments efficiently.

#### What Are Recent G2 Reviews of GetAccept?

**["GetAccept: a daily productivity accelerator"](https://www.g2.com/survey_responses/getaccept-review-13042858)**

**Rating:** 5.0/5.0 stars

_— Christelle A._

[Read full review](https://www.g2.com/survey_responses/getaccept-review-13042858)

**["GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot"](https://www.g2.com/survey_responses/getaccept-review-13036866)**

**Rating:** 5.0/5.0 stars

_— Franck T._

[Read full review](https://www.g2.com/survey_responses/getaccept-review-13036866)

### [HoneyBook](https://www.g2.com/products/honeybook/reviews)

HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required.

**Average Rating:** 4.5/5.0

**Total Reviews:** 237

#### How Do G2 Users Rate HoneyBook?

- **Ease of Use:** 8.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind HoneyBook?

- **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook)
- **Company Website:** www.honeybook.com
- **Year Founded:** 2013
- **HQ Location:** San Francisco, CA
- **Twitter:** @honeybook  
4,476 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8c5093e3124c7eb86fcd868932fa65193871a5dcc154d636da58ede1ce223cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2527444%2F&secure%5Burl_type%5D=linkedin_company_website)  
322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Photographer
- **Top Industries:** Photography, Events Services
- **Company Size:** 98% Small, 2% Medium

#### What Do G2 Reviewers Say About HoneyBook?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **seamless payment management** of HoneyBook, making invoicing and client payments hassle-free and organized.
- Users appreciate the **easy creation of materials** with HoneyBook's user-friendly templates and automation features, streamlining their workflow.
- Users commend the **ease of use** of HoneyBook, appreciating its seamless integration into daily business operations.
- Users value the **easy customization** of HoneyBook, enhancing their efficiency with tailored templates for various needs.
- Users value the **ease of use** of HoneyBook, enhancing organization and client management for smooth business operations.

##### Cons

- Users face **payment issues** with HoneyBook, expressing concerns about processing fees and limited payment options.
- Users are frustrated by the **expensive pricing** of HoneyBook, feeling the increase lacks justification and value.
- Users face **lack of integration** , making data export difficult and complicating transitions to other platforms.
- Users criticize the **limited features** of HoneyBook, feeling they do not justify the increased pricing or expectations.
- Users find the **reporting features inadequate** , hindering comprehension and tracking of earnings efficiently.

#### What Are Recent G2 Reviews of HoneyBook?

**["Honeybook Feels Like a Virtual Assistant for My Business"](https://www.g2.com/survey_responses/honeybook-review-13032698)**

**Rating:** 4.5/5.0 stars

_— Nikki M._

[Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698)

**["Streamlined Event Booking with Intuitive Workflows and Stellar Support"](https://www.g2.com/survey_responses/honeybook-review-12999446)**

**Rating:** 5.0/5.0 stars

_— Dustin F._

[Read full review](https://www.g2.com/survey_responses/honeybook-review-12999446)

#### What Are G2 Users Discussing About HoneyBook?

- [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for)
- [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure)
- [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments
- [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments
- [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments

### [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews)

How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase

**Average Rating:** 4.7/5.0

**Total Reviews:** 455

#### How Do G2 Users Rate RELAYTO AI?

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.5/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind RELAYTO AI?

- **Seller:** [Relayto](https://www.g2.com/sellers/relayto)
- **Year Founded:** 2023
- **HQ Location:** San Francisco , California
- **Twitter:** @relayter  
2,206 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=408237fad51bad5839b334c5ae7943ac342f3084a3538c6b5a390226a0e3e475&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frelayto%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Student, Executive Assistant
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 62% Small, 23% Medium

#### What Do G2 Reviewers Say About RELAYTO AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users find RELAYTO AI's **ease of use** remarkable, allowing anyone to create engaging content effortlessly and without coding.
- Users appreciate the **customization features** of RELAYTO AI, enhancing document presentations with AI-driven tools and templates.
- Users praise the **user-friendly interface** of RELAYTO AI, which simplifies creating interactive content and enhances productivity.
- Users appreciate the **high-quality templates** and features of RELAYTO AI, enhancing their productivity and customization experience.
- Users praise the **easy creation** of interactive content with RELAYTO, benefiting from user-friendly features and templates.

##### Cons

- Users note a **learning curve** with RELAYTO, but find the effort rewarding as they adapt and excel.
- Users may face a **learning difficulty** with RELAYTO AI, requiring time to fully grasp its advanced features.
- Users experience a **steep learning curve** initially when using Relayto AI, despite its eventual user-friendliness.
- Users find that the **initial difficulty** with Relayto AI can hinder their experience, especially for new users.
- Users experience an **initial usage difficulty** with Relayto, impacting their ability to create interactive presentations swiftly.

#### What Are Recent G2 Reviews of RELAYTO AI?

**["RELAYTO AI Makes Interactive, Polished Presentations Quick and Easy"](https://www.g2.com/survey_responses/relayto-ai-review-12935383)**

**Rating:** 4.5/5.0 stars

_— Cooper L._

[Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12935383)

**["Transforming Static Content into Engaging Experiences"](https://www.g2.com/survey_responses/relayto-ai-review-12963519)**

**Rating:** 4.5/5.0 stars

_— Connor D._

[Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12963519)

#### What Are G2 Users Discussing About RELAYTO AI?

- [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment
- [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks)
- [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments
- [What is RELAYTO?](https://www.g2.com/discussions/what-is-relayto) - 1 comment

### [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews)

Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform.

**Average Rating:** 4.7/5.0

**Total Reviews:** 1,682

#### How Do G2 Users Rate Jotform Sign?

- **Ease of Use:** 9.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Jotform Sign?

- **Seller:** [Jotform](https://www.g2.com/sellers/jotform)
- **Company Website:** www.jotform.com
- **Year Founded:** 2006
- **HQ Location:** San Francisco, California
- **Twitter:** @Jotform  
39,289 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8baa6a5c796d62ca5df3355392c638c519f99283c496ed24278490484f9fcca1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3541463%2F&secure%5Burl_type%5D=linkedin_company_website)  
901 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Non-Profit Organization Management, Health, Wellness and Fitness
- **Company Size:** 73% Small, 16% Medium

#### What Do G2 Reviewers Say About Jotform Sign?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **frictionless ease of use** with Jotform Sign, enhancing speed and streamlining document-signing processes.
- Users love the **easy setup** of Jotform Sign, making form creation and signature management a breeze.
- Users find Jotform Sign to be **simple and intuitive** , making document signing and management effortless for everyone.
- Users love the **frictionless signing process** of Jotform Sign, which boosts efficiency and simplifies document management.
- Users appreciate the **easy creation** of forms on Jotform Sign, finding it user-friendly and efficient for their needs.

##### Cons

- Users find the **signature limitations** frustrating, especially with the restrictive submission limits affecting usability.
- Users find Jotform Sign to be **somewhat expensive** , limiting access to essential features without a paid upgrade.
- Users find the **limited customization options** frustrating, wishing for more flexibility in design and functionality.
- Users report **form access issues** and limited options, complicating their experience and needing improvements for efficiency.
- Users find Jotform Sign lacks **flexibility in features** , limiting options for payments, discounts, and product variations.

#### What Are Recent G2 Reviews of Jotform Sign?

**["Super Easy Setup with AI-Powered Features"](https://www.g2.com/survey_responses/jotform-sign-review-13069722)**

**Rating:** 4.5/5.0 stars

_— Adrien F._

[Read full review](https://www.g2.com/survey_responses/jotform-sign-review-13069722)

**["The best e-signature solution for growing businesses"](https://www.g2.com/survey_responses/jotform-sign-review-13068219)**

**Rating:** 5.0/5.0 stars

_— Christopher P._

[Read full review](https://www.g2.com/survey_responses/jotform-sign-review-13068219)

### [Proposify](https://www.g2.com/products/proposify/reviews)

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,116

#### How Do G2 Users Rate Proposify?

- **Ease of Use:** 8.5/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Proposify?

- **Seller:** [Proposify](https://www.g2.com/sellers/proposify)
- **Company Website:** www.proposify.com
- **Year Founded:** 2012
- **HQ Location:** Halifax
- **Twitter:** @proposify  
4,207 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4bb06a75164ee1534eec5879659b4439aff9f14bbc64289e2f2d8b1d8eaf0666&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2934548%2F&secure%5Burl_type%5D=linkedin_company_website)  
79 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 84% Small, 15% Medium

#### What Do G2 Reviewers Say About Proposify?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Proposify, enabling quick setup and efficient proposal sending.
- Users value the **extensive template library** in Proposify, enhancing proposal creation speed and flexibility.
- Users find Proposify's **easy creation** of proposals invaluable, fostering consistency and improving collaboration among teams.
- Users find **Easy Setup** with Proposify allows for quick, professional proposals, saving time and streamlining processes.
- Users value the **ease of template creation** in Proposify, allowing quick customization for professional proposals.

##### Cons

- Users find the **limited customization options** in Proposify make it cumbersome to edit proposals effectively.
- Users find **difficult editing** in Proposify frustrating, as the page editor lacks refinement and alignment can be tricky.
- Users find **editing difficult** , with issues in alignment and refinement that complicate proposal customization.
- Users experience **slow performance** with Proposify, facing lag and frustrating delays during editing and proposal updates.
- Users find **layout issues** in Proposify, as template changes and managing pricing tables can be cumbersome.

#### What Are Recent G2 Reviews of Proposify?

**["Fewer duplicate documents and tighter control over what we actually promise clients"](https://www.g2.com/survey_responses/proposify-review-13148367)**

**Rating:** 4.5/5.0 stars

_— Miguel F._

[Read full review](https://www.g2.com/survey_responses/proposify-review-13148367)

**["Easy Proposal System Creation Once Templates Are Set Up"](https://www.g2.com/survey_responses/proposify-review-13169996)**

**Rating:** 4.5/5.0 stars

_— Kevin T._

[Read full review](https://www.g2.com/survey_responses/proposify-review-13169996)

#### What Are G2 Users Discussing About Proposify?

- [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment

### [DocSend](https://www.g2.com/products/dropbox-docsend/reviews)

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.

**Average Rating:** 4.6/5.0

**Total Reviews:** 561

#### How Do G2 Users Rate DocSend?

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

#### Who Is the Company Behind DocSend?

- **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox)
- **Year Founded:** 2007
- **HQ Location:** San Francisco, California
- **Twitter:** @Dropbox  
3,279,477 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7505e3c975e91739221f62ad8db1b74e68595cd1fc87ef0554b6ed9b60fce9f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167251%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,149 employees on LinkedIn®
- **Ownership:** NASDAQ: DBX

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 75% Small, 21% Medium

#### What Do G2 Reviewers Say About DocSend?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of DocSend, enjoying seamless document sharing and tracking for enhanced engagement.
- Users appreciate the **visibility and tracking** DocSend provides, enhancing their document sharing and decision-making processes.
- Users value the **real-time analytics and professional sharing options** of DocSend, enhancing content sharing and collaboration.
- Users value the **top-notch security** of DocSend, ensuring safe document sharing with detailed engagement insights.
- Users value the **easy sharing** of DocSend, gaining insights and control over document engagement in a professional manner.

##### Cons

- Users highlight the **high pricing** of DocSend, making it less accessible for those managing multiple clients.
- Users face challenges with **limited app functionality** , including slow loading, integration issues, and mobile optimization concerns.
- Users express frustration with **lacking features** on DocSend, especially regarding analytics and mobile optimization for smaller teams.
- Users note the need for more **flexible customization** in DocSend to better suit dynamic marketing and collaboration processes.
- Users express **pricing concerns** regarding DocSend, noting frequent changes and high costs for multiple user seats.

#### What Are Recent G2 Reviews of DocSend?

**["I didn't expect document analytics to be this useful"](https://www.g2.com/survey_responses/docsend-review-13061841)**

**Rating:** 5.0/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/docsend-review-13061841)

**["Docsend Makes Secure Document Sharing Simple with Helpful Viewing Insights"](https://www.g2.com/survey_responses/docsend-review-13060862)**

**Rating:** 5.0/5.0 stars

_— Muzammil M._

[Read full review](https://www.g2.com/survey_responses/docsend-review-13060862)

#### What Are G2 Users Discussing About DocSend?

- [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe)
- [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend)
- [What is DocSend?](https://www.g2.com/discussions/what-is-docsend)

### [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews)

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

**Average Rating:** 4.7/5.0

**Total Reviews:** 842

#### How Do G2 Users Rate DealHub AI?

- **Ease of Use:** 9.0/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind DealHub AI?

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** dealhub.ai
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO  
3,887 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website)  
322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Operations Manager, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Medium, 23% Small

#### What Do G2 Reviewers Say About DealHub AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs.
- Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams.
- Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes.
- Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation.
- Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms.

##### Cons

- Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI.
- Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully.
- Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use.
- Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process.
- Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates.

#### What Are Recent G2 Reviews of DealHub AI?

**["Clean dealroom user experience, with class leading onboarding covering a technically clunky product"](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)**

**Rating:** 4.0/5.0 stars

_— Thomas C._

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)

**["Great User Experience and a Smooth Quote-Building Flow"](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)

#### What Are G2 Users Discussing About DealHub AI?

- [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for)
- [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments
- [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments
- [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments
- [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub)

### [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews)

Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations.

**Average Rating:** 4.0/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate ConnectWise CPQ?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.4/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind ConnectWise CPQ?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,388 employees on LinkedIn®
- **Phone:** 800-671-6898

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 51% Small, 46% Medium

#### What Do G2 Reviewers Say About ConnectWise CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **high level of customization** in ConnectWise CPQ, enhancing their quoting processes effectively.
- Users appreciate the **responsive customer support** of ConnectWise CPQ, enhancing their overall experience with quick assistance.
- Users value the **high customizability** of ConnectWise CPQ, enhancing their quoting process with flexibility and automation.
- Users value the **high flexibility and customization options** in ConnectWise CPQ, enhancing their quoting process effectively.
- Users find **easy integration** with CW PSA seamless, leading to a successful setup and effective product use.

##### Cons

- Users struggle with **difficult editing** in ConnectWise CPQ, finding formatting and feature requests frustratingly challenging.
- Users often face **bug issues** with ConnectWise CPQ, causing frustration and complicating tasks like document formatting.
- Users find the **setup process complex** , often recommending hiring a knowledgeable consultant for assistance.
- Users find the **complex setup** of ConnectWise CPQ overwhelming, often needing a consultant for assistance.
- Users report **deletion problems** with ConnectWise CPQ, complicating basic tasks and delaying feature requests significantly.

#### What Are Recent G2 Reviews of ConnectWise CPQ?

**["Highly Customizable and Easy to Use After Proper Setup"](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)**

**Rating:** 5.0/5.0 stars

_— Eileen W._

[Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)

**["A must have if you use CW environment."](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)

#### What Are G2 Users Discussing About ConnectWise CPQ?

- [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp)
- [What is quosal?](https://www.g2.com/discussions/what-is-quosal)
- [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for)

### [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews)

Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster.

**Average Rating:** 4.9/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Cone?

- **Ease of Use:** 9.3/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.1/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Cone?

- **Seller:** [Cone](https://www.g2.com/sellers/cone)
- **Year Founded:** 2022
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=00e28e34b2f87b035470554d90009efa87788ecbbde004886a4a62741f03806e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetcone&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 97% Small, 3% Medium

#### What Do G2 Reviewers Say About Cone?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Cone's **ease of use** remarkable, facilitating seamless workflows and enhancing team collaboration efficiently.
- Users commend Cone for its **excellent customer support** , enhancing their overall experience and satisfaction with the product.
- Users love how Cone provides **time-saving efficiency** by consolidating essential tools into one platform.
- Users value the **efficiency** of Cone, noting significant time and cost savings through its all-in-one capabilities.
- Users commend Cone for its **affordability and all-in-one functionality** , significantly reducing costs and time for businesses.

##### Cons

- Users notice a **learning curve** with Cone, but support makes the setup process smoother over time.
- Users face significant **deletion problems** without an autosave feature, resulting in lost work upon page reload.
- Users find the **difficult setup** of Cone requires time, though support from the team is appreciated.
- Users face **initial usage difficulty** due to limited help articles and guidance before signing up for the platform.
- Users face **limited customization** options for branding and content, hindering proposal personalization for clients.

#### What Are Recent G2 Reviews of Cone?

**["Cone: Great Product and Truly Responsive Customer Service"](https://www.g2.com/survey_responses/cone-review-12402475)**

**Rating:** 5.0/5.0 stars

_— Christen C._

[Read full review](https://www.g2.com/survey_responses/cone-review-12402475)

**["All-in-One Practice Management That Saves Time and Money"](https://www.g2.com/survey_responses/cone-review-12334776)**

**Rating:** 5.0/5.0 stars

_— Ben C._

[Read full review](https://www.g2.com/survey_responses/cone-review-12334776)

### [QuoteWerks](https://www.g2.com/products/quotewerks/reviews)

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

**Average Rating:** 4.4/5.0

**Total Reviews:** 191

#### How Do G2 Users Rate QuoteWerks?

- **Ease of Use:** 8.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind QuoteWerks?

- **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies)
- **Company Website:** www.quotewerks.com
- **Year Founded:** 1993
- **HQ Location:** Orlando, FL
- **Twitter:** @QuoteWerks  
1,133 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b14c093b2dfb33da2b07c9b80a77d26bd3e5cc6cceee91d1da9a4c9758aaf0e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F140538%2F&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Owner
- **Top Industries:** Information Technology and Services, Computer Networking
- **Company Size:** 72% Small, 20% Medium

#### What Do G2 Reviewers Say About QuoteWerks?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board.
- Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes.
- Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively.
- Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process.
- Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process.

##### Cons

- Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications.
- Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency.
- Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability.
- Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated.
- Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated.

#### What Are Recent G2 Reviews of QuoteWerks?

**["QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations"](https://www.g2.com/survey_responses/quotewerks-review-12591508)**

**Rating:** 4.5/5.0 stars

_— Yolanda J._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508)

**["QuoteWerks Makes Professional, Accurate Quotes Fast"](https://www.g2.com/survey_responses/quotewerks-review-12661369)**

**Rating:** 5.0/5.0 stars

_— Rachel N._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369)

#### What Are G2 Users Discussing About QuoteWerks?

- [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for)

### [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews)

Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you.

**Average Rating:** 4.9/5.0

**Total Reviews:** 70

#### How Do G2 Users Rate Iris?

- **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:** 9.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Iris?

- **Seller:** [heyiris.ai](https://www.g2.com/sellers/heyiris-ai)
- **Company Website:** www.heyiris.ai
- **Year Founded:** 2023
- **HQ Location:** Brooklyn / Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ca6f1b0f7d8cdba6c37d2317b52d461124899c9c132966d1551eea07f27ca602&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fheyiris&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Computer & Network Security
- **Company Size:** 46% Medium, 27% Small

#### What Do G2 Reviewers Say About Iris?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Iris to be incredibly **easy to use** , requiring minimal training and streamlining the RFP process efficiently.
- Users highly value the **time-saving capabilities** of Iris, enabling quick and efficient RFP responses.
- Users value the **time-saving RFP management** of Iris, as it simplifies responses and enhances accuracy tremendously.
- Users value Iris for its **efficiency** , enabling rapid responses and significantly reducing time spent on security questionnaires.
- Users praise the **exceptional customer support** from Iris, highlighting proactive and responsive assistance throughout implementation and usage.

##### Cons

- Users find the **lack of features** in Iris limits its capabilities, such as complex project management functions.
- Users experience **inaccurate responses** from Iris, often confused by mixed information and incomplete knowledge bases.
- Users express frustration over Iris's **inability to generate original answers** , leading to reliance on limited information.
- Users report occasional **bug issues** that arise as the platform evolves, but benefits generally outweigh these drawbacks.
- Users report **integration issues** with Iris, noting a lack of certain desired functionalities and mobile support.

#### What Are Recent G2 Reviews of Iris?

**["Iris Delivers Fast, Accurate Drafts with Great Support"](https://www.g2.com/survey_responses/iris-review-13178762)**

**Rating:** 5.0/5.0 stars

_— Verified User in Public Safety_

[Read full review](https://www.g2.com/survey_responses/iris-review-13178762)

**["Easy to Use with Fast, Helpful Responses from the Iris Team."](https://www.g2.com/survey_responses/iris-review-13182603)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer & Network Security_

[Read full review](https://www.g2.com/survey_responses/iris-review-13182603)

- ‹ Prev‹ Prev
- 1
- [2](/categories/proposal/small-business?order=g2_score&page=2#product-list)
- [3](/categories/proposal/small-business?order=g2_score&page=3#product-list)
- [4](/categories/proposal/small-business?order=g2_score&page=4#product-list)
- [Next ›Next ›](/categories/proposal/small-business?order=g2_score&page=2#product-list)

Spotlight Categories

[Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft)

[Account-Based Orchestration Platforms](https://www.g2.com/categories/account-based-orchestration-platforms)

[Procure to Pay Software](https://www.g2.com/categories/procure-to-pay)

[Partner Relationship Management (PRM) Software](https://www.g2.com/categories/partner-relationship-management-prm)

[Business Process Management Software](https://www.g2.com/categories/business-process-management)

Similar Categories

- [CPQ](/categories/cpq)
- [Pricing](/categories/pricing)

- [Quote-to-Cash](/categories/quote-to-cash)
- [Visual Configuration](/categories/visual-configuration)

[Browse Proposal Themes](/categories/proposal/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated 

Products classified in the overall Proposal category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Proposal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Proposal category.

In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Small Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Top Tools at a Glance

| 

 | 

Fast, template-driven proposals

 | 

User Review

"PandaDoc gives marketing control without slowing sales down"

 |
| 

 | 

Proposal delivery with sales engagement

 | 

User Review

"GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot"

 |
| 

 | 

High-volume RFP and questionnaire responses

 | 

User Review

"Effortless RFP Management, Clean and Simple Interface"

 |
| 

 | 

Complex configuration and pricing proposals

 | 

User Review

"Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures"

 |
| 

 | 

Interactive, web-style proposals

 | 

User Review

"User-Friendly, Time-Saving Quotes with Live Updates in Qwilr"

 |
| 

 | 

Services proposals with recurring pricing

 | 

User Review

"Intuitive Proposals with Fast Setup and Built-In Invoicing"

 |
| 

 | 

Proposal-to-billing automation for service firms

 | 

User Review

"Streamlined Proposals & Invoicing with Ease"

 |
| 

 | 

All-in-one proposal + CPQ automation

 | 

User Review

"Clean dealroom user experience, with class leading onboarding covering a technically clunky product"

 |
| 

 | 

Centralized RFP content management

 | 

User Review

"Reliable RFP platform with strong collaboration, but AI and content management still need work"

 |

* * *

Show More

* * *

## How Do You Choose the Right Proposal Software?

### What You Should Know About Proposal Software

### What is Proposal Software?

Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign.

In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails.

#### What Types of Proposal Software Exist?

**Cloud-based proposal software**

Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call

**On-premise proposal software**

An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal.

### What are the Common Features of Proposal Software?

The following are some core features within proposal software that can help users in various ways:

**Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses.

**Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software.

**Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval.

**Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future.

Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting)

### What are the Benefits of Proposal Software?

**Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal.

**Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines.

### Who Uses Proposal Software?

**Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal.

**Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more.

**Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines.

### What are the Alternatives to Proposal Software?

[CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features.

#### Software Related to Proposal Software

Related solutions that can be used together with proposal software include:

[CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software.

**CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother.

[E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company

### Challenges with Proposal Software

**Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software.

### Which Companies Should Buy Proposal Software?

Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team.

### How to Buy Proposal Software

#### Requirements Gathering (RFI/RFP) for Proposal Software

Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software.

#### Compare Proposal Software Products

**Create a long list**

Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality:

- E-signature
- Template creation
- Media support for images, audio, and video
- Analytics
- Collaboration
- Quote management
- Contract management
- Payment integrations
- Assembly and approval workflows

**Create a short list**

Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM.

**Conduct demos**

Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly.

#### Selection of Proposal Software

**Choose a selection team**

The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software.

**Negotiation**

When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative.

**Final decision**

After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved.

### What Does Proposal Software Cost?

As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay.

The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month. 

Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms. 

#### Return on Investment (ROI)

Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020:

- 55% of buyers see an ROI in 6 months or less
- 28% of buyers see an ROI in 7-12 months
- 10% of buyers see an ROI in 13-24 months
- 7% of all other buyers see an ROI from 24 months onwards

### Implementation of Proposal Software

**How is Proposal Software Implemented?**

Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages:

- Software installation
- Process review and needs analysis
- Design, configuration, and integrations
- Training 
- Post-implementation support 

During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.