# Best Proposal Software - Page 2 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,435 reviews) | Fast, template-driven proposals | "[Smooth File Integration, Fast Support, and a Feasible UI](https://www.g2.com/survey_responses/pandadoc-review-13129698)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,252 reviews) | Proposal delivery with sales engagement | "[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,300 reviews) | High-volume RFP and questionnaire responses | "[Effortless RFP Management, Clean and Simple Interface](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)" | | 4 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (247 reviews) | Complex configuration and pricing proposals | "[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)" | | 5 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (898 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 6 | [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) | 4.7/5.0 (836 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-ai-review-12780504)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (122 reviews) | Services proposals with recurring pricing | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 8 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 9 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (804 reviews) | Centralized RFP content management | "[Intuitive, User-Friendly Interface with Strong Collaboration](https://www.g2.com/survey_responses/loopio-review-13115393)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,673 reviews) | — | "[The best e-signature solution for growing businesses](https://www.g2.com/survey_responses/jotform-sign-review-13068219)" | --- ## What Are the Most Common Questions About Proposal Software? *AI-generated · Last updated: May 26, 2026* ### What most trusted Proposal by sales leaders based on verified user reviews. and key capabilities? Based on G2 reviews, sales teams most often describe proposal software they trust in terms of speed, consistency, and visibility after sending documents. According to verified users, products in this category help teams build proposals from templates, track when buyers open documents, manage approvals, and collect signatures without switching between multiple tools. G2 reviewers mention that strong proposal software also supports CRM integrations, reusable content libraries, and easier collaboration between sales and operations. In recent reviews, PandaDoc is the most frequently mentioned product among eligible options, with users repeatedly highlighting proposal creation speed, template reuse, tracking, and signing workflows that help teams move deals forward. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11856586) – used for fast proposal creation, template reuse, document tracking, and e-signature workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12859481) – helps sales teams create offers quickly, track engagement, and simplify digital signing - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12868863) – supports interactive proposals, customizable templates, and client-friendly presentation experiences ### What best Proposal platforms enabling tracking of engagement metrics and acceptance rates. that deliver strong? Based on G2 reviews, buyers looking for proposal software with engagement tracking should prioritize products that show when documents are opened, what sections prospects spend time on, and when signatures or approvals are completed. According to verified users, these capabilities help sales teams time follow-ups better and keep proposals moving without guesswork. G2 reviewers mention that strong platforms in this area also combine tracking with templates, digital signatures, and easier collaboration so proposal activity is tied directly to execution. Across recent reviews, PandaDoc, GetAccept, and Qwilr are the products most often associated with document visibility, buyer engagement signals, and smoother proposal workflows for sales teams. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11819301) – gives teams visibility into customer views and proposal activity to support sales follow-up - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12681948) – offers real-time engagement tracking so teams can see opens, interactions, and signing progress - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12739009) – helps teams track proposal views and partner engagement while standardizing proposal delivery ### Which Proposal tools include templates and workflows that actually help close deals? Based on G2 reviews, PandaDoc stands out here because verified users repeatedly connect its templates and workflow features to faster proposal delivery, easier collaboration, and quicker signatures. According to verified users, proposal tools that help close deals usually combine reusable templates, content blocks or libraries, reminders, approval flow support, and simple signing steps in one process. G2 reviewers mention that these features reduce manual rework, keep content consistent, and make it easier for reps to personalize proposals without rebuilding them every time. Recent reviews also highlight that effective workflows matter most when they shorten handoffs between sales, reviewers, and customers while keeping document status visible. ### What top Proposal vendors offering integrated e-signature and approval workflow automation. and key capabilities? Based on G2 reviews, leading proposal vendors with integrated e-signature and approval workflow automation help teams move from draft to signed agreement in one system. According to verified users, the most valued capabilities include proposal creation, reusable templates, approval routing, digital signatures, payment collection or invoicing support, and visibility into document status. G2 reviewers mention that these tools reduce manual handoffs, keep records centralized, and help sales, finance, and operations stay aligned during the quote-to-signature process. In recent category reviews, PandaDoc, GetAccept, and Qwilr are repeatedly associated with all-in-one proposal creation, signing, and workflow support that helps organizations keep deals moving. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12719243) – supports electronic quoting, document tracking, certification, and standardized workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12654643) – combines proposal sending, tracking, notifications, and e-signatures in one workflow - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12701678) – connects proposal presentation with signatures and payments to speed deal completion ### What highest rated Proposal for reducing proposal cycle time and improving closure rates? Based on G2 reviews, PandaDoc is the strongest fit for this need because users consistently describe faster proposal creation, quicker sending, and easier signing as key benefits. According to verified users, reducing proposal cycle time usually comes from reusable templates, auto-filled or standardized content, smoother collaboration, reminders, and built-in tracking after documents are sent. G2 reviewers mention that these features help sales teams avoid rebuilding proposals, reduce back-and-forth, and keep customer momentum high. Reviews also connect visibility into opens and signatures with better follow-up timing, which supports stronger close outcomes. For teams prioritizing speed from draft to signed document, recent review themes point most clearly to PandaDoc. ### Which Proposal solutions effectively prevent version confusion and lost opportunities for your organization and specific needs? Based on G2 reviews, solutions that reduce version confusion tend to centralize proposal content, keep one active document source, and make collaboration visible across teams. According to verified users, the biggest pain points before adopting proposal software were scattered files, duplicate edits, outdated content, and manual back-and-forth between sales and reviewers. G2 reviewers mention that tools with shared templates, tracked revisions, content libraries, and in-platform collaboration help teams avoid sending the wrong version or missing follow-up moments. Recent reviews especially emphasize PandaDoc for centralized proposal creation and editing, Qwilr for maintaining one linked proposal version, and GetAccept for keeping communication, offers, and signing activity together in one workflow. ### What most reliable Proposal software based on reviews from sales teams and operations? Based on G2 reviews, reliability in proposal software is usually defined by consistent daily use, easy adoption across sales and operations, and fewer breakdowns between quoting, approvals, and signing. According to verified users, reliable tools help teams create documents quickly, maintain content consistency, track proposal status, and keep customer actions visible without constant manual intervention. G2 reviewers mention that products feel most dependable when they are straightforward to use, integrate into existing workflows, and support both internal collaboration and external customer signing. In the recent review set, PandaDoc, GetAccept, and Qwilr appear most often in reliability-related feedback tied to proposal execution, visibility, and team efficiency. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12579427) – keeps proposal creation, sending, tracking, and signing organized in one place - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12682321) – praised for smooth onboarding, a clear dashboard, and reliable proposal workflow support - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12068746) – helps teams deliver polished, consistent proposals while reducing formatting and workflow overhead ### Which Proposal software handles complex configurations with multiple products and pricing for your organization and specific needs? Based on G2 reviews, proposal software that handles more complex product and pricing scenarios usually combines configurable templates, pricing tables, reusable product content, and stronger quote structure controls. According to verified users, these capabilities matter when teams need to manage bundles, multiple vendor lists, itemized pricing, or project options without rebuilding proposals manually. G2 reviewers mention PandaDoc for compiling pricing with terms and keeping standard content current, Qwilr for customizable quote structures and buyer-selectable options, and QuoteWerks for centralized product, pricing, and bundle management in more detailed quoting workflows. Buyers with more layered quoting needs should look for products that keep product data organized while still making proposals client-friendly. ### How Proposal software that measurably reduces the time from initial quote to send? Based on G2 reviews, proposal software reduces time from initial quote to send by removing repetitive drafting, centralizing pricing and content, and making documents easier to assemble from templates. According to verified users, the biggest time savings come from predefined templates, reusable content blocks, automatic reminders, quote duplication, and integrations that pull information from existing systems. G2 reviewers mention that these features let teams move from customer conversation to proposal delivery much faster, especially when they no longer need to juggle spreadsheets, word processors, and separate signing tools. Across recent reviews, PandaDoc, Qwilr, and QuoteWerks are repeatedly linked to faster quote preparation and smoother quote-to-send workflows. ### What are the best Proposal software platforms designed specifically for sales teams? Based on G2 reviews, the best proposal software platforms for sales teams are the ones that make it easier to create polished proposals fast, track buyer engagement, and move directly into approval or signature steps. According to verified users, sales-focused platforms stand out when they combine templates, CRM-connected workflows, visibility into document activity, and simple collaboration between reps and supporting teams. G2 reviewers mention that sales teams value tools that help them stay consistent while still personalizing offers for each buyer. In the recent review data, PandaDoc, GetAccept, and Qwilr are the most consistently mentioned platforms for sales-driven proposal creation, engagement tracking, and closing workflows. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12678944) – supports sales teams with tailored proposals, content libraries, and streamlined quoting workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12683567) – helps sales teams present, track, and close deals with engagement visibility - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12708455) – speeds proposal creation for sales teams with reusable blocks and CRM-connected workflows ## 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=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=19019&focus%5B%5D=164780&focus%5B%5D=6327) Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, DealHub AI, Anchor, and Ignition. Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=dealhub-ai&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition) ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 291 ### Category Stats (Jul 2026) - **Average Rating**: 4.5/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Dasseti ENGAGE (+2.77%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 21, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,500+ Authentic Reviews - 291+ 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. ## Which Proposal Software Is Best for Your Use Case? - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### altaFlow altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-07-22T03%3A34%3A14Z&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=116146&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%3Fopen_modal_url%3D%252Fproducts%252Fimprezian360%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fproposal%2526source%253Dcategory&secure%5Btoken%5D=a2fb8af03347a47ef0b057e384d7a21bd70e4c6c4ea52611810635ed3a3711a2&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 263 **How Do G2 Users Rate OnePageCRM?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind OnePageCRM?** - **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm) - **Year Founded:** 2010 - **HQ Location:** Galway, Ireland - **Twitter:** @OnePageCRM (3,922 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1014103/ (21 employees on LinkedIn®) - **Phone:** +1 (646) 762 1303 **Who Uses This Product?** - **Who Uses This:** Founder, Managing Director - **Top Industries:** Non-Profit Organization Management, Marketing and Advertising - **Company Size:** 85% Small-Business, 12% Mid-Market #### What Are OnePageCRM's Pros and Cons? **Pros:** - Ease of Use (62 reviews) - Simple (37 reviews) - Simplicity (31 reviews) - Customer Support (29 reviews) - Easy Setup (27 reviews) **Cons:** - Missing Features (17 reviews) - Limited Options (9 reviews) - Export Limitations (7 reviews) - Integration Issues (7 reviews) - Lack of Integrations (7 reviews) ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople. - Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams. - Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks. - Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient. - Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding. **Cons:** - Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management. - Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows. - Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility. - Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software. - Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality. #### What Are Recent G2 Reviews of OnePageCRM? **"[Simple Interface and Effective Sales Management](https://www.g2.com/survey_responses/onepagecrm-review-12953882)"** **Rating:** 5.0/5.0 stars *— Khushbu B.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882) --- **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ### 2. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business. **Average Rating:** 4.3/5.0 **Total Reviews:** 596 **How Do G2 Users Rate Conga CLM?** - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Conga CLM?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Administrator - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Mid-Market, 39% Enterprise #### What Are Conga CLM's Pros and Cons? **Pros:** - Ease of Use (82 reviews) - Features (61 reviews) - Efficiency (60 reviews) - Contract Management (59 reviews) - Integrations (45 reviews) **Cons:** - Steep Learning Curve (31 reviews) - Learning Curve (29 reviews) - Slow Performance (26 reviews) - Time-Consuming (26 reviews) - Complex Setup (23 reviews) ### What Do G2 Reviewers Say About Conga CLM? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Conga CLM enhances their daily contract management and workflows significantly. - Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management. - Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks. - Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor. - Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency. **Cons:** - Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation. - Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes. - Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data. - Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods. - Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience. #### What Are Recent G2 Reviews of Conga CLM? **"[Conga CLM: Simplifying Contract Creation, Execution, and Management](https://www.g2.com/survey_responses/conga-clm-review-10722962)"** **Rating:** 5.0/5.0 stars *— Ankita K.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962) --- **"[Flexible Templates and Seamless Salesforce Integration with Helpful Support](https://www.g2.com/survey_responses/conga-clm-review-13138020)"** **Rating:** 4.5/5.0 stars *— Eric C.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-13138020) --- #### What Are G2 Users Discussing About Conga CLM? - [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment - [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce) - [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for) - [What do contract management systems look for?](https://www.g2.com/discussions/what-do-contract-management-systems-look-for) - [How much does conga cost?](https://www.g2.com/discussions/how-much-does-conga-cost) ### 3. [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:** https://www.linkedin.com/company/48576/ (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-Business, 46% Mid-Market #### What Are ConnectWise CPQ's Pros and Cons? **Pros:** - Customization (3 reviews) - Customer Support (2 reviews) - Customizability (2 reviews) - Customization Options (2 reviews) - Easy Integration (2 reviews) **Cons:** - Difficult Editing (2 reviews) - Bug Issues (1 reviews) - Complex Features (1 reviews) - Complex Setup (1 reviews) - Deletion Problems (1 reviews) ### 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? **"[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) --- **"[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) --- #### 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) ### 4. [Smart Pricing Table](https://www.g2.com/products/smart-pricing-table/reviews) Smart Pricing Table is interactive proposal and quoting software built by a marketing agency for agencies, IT and managed-services providers (MSPs), and professional service firms. Instead of a static PDF, you send a live, client-driven proposal: clients toggle optional services, choose packages, and adjust quantities while the total updates in real time. Teams use it to build detailed, on-brand proposals fast, cutting proposal creation time by up to 90%. Key Features and Functionality: - Interactive Pricing Tables: Clients select optional add-ons, choose packages, and adjust quantities, with totals that recalculate live to boost engagement and deal size. - Reusable Line Items & Templates: Build a library of pre-scoped services and ready-to-use templates so every proposal is consistent, on-brand, and faster than the last. - Advanced Pricing Controls: Hide prices, set quantity limits, offer single-select packages, add line-item notes, apply discounts and rush fees, and combine recurring retainers with one-time projects in a single quote. - E-Signatures: Close in the proposal with built-in electronic signatures (up to 5 signers). - Proposal Tracking & Analytics: See when a client opens and interacts with a proposal, so you can time your follow-up instead of guessing. - AI Agents (Claude & ChatGPT via MCP): Connect an AI assistant through Smart Pricing Table's native MCP (Model Context Protocol) server and have it draft, edit, and manage proposals in plain language. - In-App Sending & Branding: Send proposals as hosted, branded links directly from the app for a seamless client experience. - Integrations: QuickBooks, Stripe, HubSpot, Pipedrive, Zoho, and GoHighLevel, plus API access. Primary Value and Solutions Provided: Smart Pricing Table solves the problems service providers know well: slow proposal creation, scope creep, and low client engagement. Reusable components and templates cut drafting time and keep scope clear, interactive pricing lets clients build their own package (which lifts conversion and average deal size), and tracking plus e-signatures shorten the path from sent to signed. The result is less time on proposal busywork and more won business, whether you run a marketing agency, an MSP, or a consulting practice. **Average Rating:** 5.0/5.0 **Total Reviews:** 54 **How Do G2 Users Rate Smart Pricing Table?** - **Ease of Use:** 9.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.8/10 (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 Smart Pricing Table?** - **Seller:** [Smart Pricing Table](https://www.g2.com/sellers/smart-pricing-table) - **Year Founded:** 2020 - **HQ Location:** N/A - **LinkedIn® Page:** http://www.linkedin.com/company/smart-pricing-table (3 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 94% Small-Business, 4% Mid-Market #### What Are Smart Pricing Table's Pros and Cons? **Pros:** - Customer Support (7 reviews) - Ease of Use (6 reviews) - Efficiency (4 reviews) - Time-saving (4 reviews) - Easy Creation (3 reviews) **Cons:** - Signature Issues (2 reviews) - Copy-Paste Issues (1 reviews) - Initial Usage Difficulty (1 reviews) - Lack of Guidance (1 reviews) - Layout Issues (1 reviews) ### What Do G2 Reviewers Say About Smart Pricing Table? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **responsive customer support** of Smart Pricing Table, appreciating quick resolutions and helpful assistance. - Users find the **ease of use** of Smart Pricing Table enhances proposal setup and client interaction greatly. - Users value the **efficiency** of Smart Pricing Table, streamlining proposal creation and enhancing productivity across diverse industries. - Users love how Smart Pricing Table saves them **time** by streamlining proposal creation and management effectively. - Users praise the **easy creation** of proposals with Smart Pricing Table, enhancing efficiency and client engagement significantly. **Cons:** - Users desire the inclusion of **multiple client signers** , as some companies need more than one signature for approvals. - Users feel that the **copy-paste issues** due to extensive watermarking diminish the uniqueness of proposals. - Users find the **initial usage difficulty** of Smart Pricing Table frustrating, desiring more direct support during setup. - Users express concern over a **lack of guidance** in the setup process, finding videos insufficient without direct support. - Users find **layout issues** limiting, wishing for more design control and easier table navigation in Smart Pricing Table. #### What Are Recent G2 Reviews of Smart Pricing Table? **"[Streamlined Proposals and Cut Turnaround Time to Under 2 Hours](https://www.g2.com/survey_responses/smart-pricing-table-review-13080052)"** **Rating:** 5.0/5.0 stars *— Adam J.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-13080052) --- **"[Flexible quoting that fits messy agency life](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)"** **Rating:** 5.0/5.0 stars *— Ryan S.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578) --- ### 5. [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews) Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 95 **How Do G2 Users Rate Epicor CPQ?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Epicor CPQ?** - **Seller:** [Epicor](https://www.g2.com/sellers/epicor) - **Year Founded:** 1972 - **HQ Location:** Austin, TX - **Twitter:** @Epicor (9,286 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4617/ (6,179 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Pharmaceuticals - **Company Size:** 60% Mid-Market, 40% Enterprise #### What Are Epicor CPQ's Pros and Cons? **Pros:** - Customization (2 reviews) - Ease of Use (2 reviews) - Intuitive (1 reviews) - Simple (1 reviews) - Templates (1 reviews) **Cons:** - Slow Performance (2 reviews) - Bug Issues (1 reviews) - Complex Implementation (1 reviews) - Complexity (1 reviews) - Complex Setup (1 reviews) ### What Do G2 Reviewers Say About Epicor CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization capabilities** of Epicor CPQ, allowing tailored configurations for diverse products effortlessly. - Users praise the **ease of use** of Epicor CPQ, highlighting quick updates and a user-friendly interface. - Users appreciate the **intuitive interface** of Epicor CPQ, making it easy to sell products or services effectively. - Users value the **simplicity and compatibility** of Epicor CPQ, enhancing their product and service sales experiences. - Users value the **template customization** , allowing for efficient configurations across multiple products and client needs. **Cons:** - Users often find the **slow performance** of Epicor CPQ frustrating, especially during high-usage scenarios. - Users experience **glitch issues** with Epicor CPQ, leading to frustrating screen freezes during heavy usage. - Users find the **complex implementation** requires a specialist, making adjustments challenging and time-consuming. - Users find the product's **complexity** requires a specialist for any configurator changes, complicating usability. - Users find the **complex setup** of Epicor CPQ requires specialist knowledge for effective configuration changes. #### What Are Recent G2 Reviews of Epicor CPQ? **"[Flexible soltution with a lot of possibilities](https://www.g2.com/survey_responses/epicor-cpq-review-9824766)"** **Rating:** 4.0/5.0 stars *— Edwin N.* [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-9824766) --- **"[Post launch sucess](https://www.g2.com/survey_responses/epicor-cpq-review-11140416)"** **Rating:** 5.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-11140416) --- #### What Are G2 Users Discussing About Epicor CPQ? - [What are the benefits and drawbacks of using Epicor CPQ for configure-price-quote processes?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-epicor-cpq-for-configure-price-quote-processes) - [What is Epicor CPQ used for?](https://www.g2.com/discussions/what-is-epicor-cpq-used-for) ### 6. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 320 **How Do G2 Users Rate Assembly?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Assembly?** - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** https://assembly.com/ - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot (60,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/assemblycom/ (42 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small-Business, 4% Mid-Market #### What Are Assembly's Pros and Cons? **Pros:** - Ease of Use (147 reviews) - Easy Setup (80 reviews) - Customer Support (75 reviews) - Intuitive (73 reviews) - Integrations (72 reviews) **Cons:** - Missing Features (96 reviews) - Limited Features (66 reviews) - Limited Customization (47 reviews) - Lacking Features (44 reviews) - Integration Issues (33 reviews) ### What Do G2 Reviewers Say About Assembly? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Assembly exceptional, streamlining client information presentation and management. - Users value the **easy setup** of Assembly, enabling quick implementation and smooth user experiences with minimal effort. - Users praise the **responsive customer support** of Assembly, enhancing their overall experience and satisfaction with the product. - Users highlight the **intuitive design** of Assembly, making client management and onboarding seamless and efficient. - Users value the **seamless integration capabilities** of Assembly, enhancing their workflow and centralizing diverse processes effectively. **Cons:** - Users express a desire for **missing features** , hoping for enhanced integrations and richer text options for improved functionality. - Users find **limited features** in Assembly, wishing for more integration and customization opportunities for enhanced usability. - Users desire more **customization options** for the portal, wishing for full CSS control and theme selections. - Users note the **lack of features** in Assembly, likening it to a 'beta version' needing further development. - Users encounter **integration issues** with Assembly, seeking smoother connections with payment processing and other software. #### What Are Recent G2 Reviews of Assembly? **"[Custom Workflows, Forms, and Easy Client Billing in One System](https://www.g2.com/survey_responses/assembly-review-12715760)"** **Rating:** 5.0/5.0 stars *— John M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-12715760) --- **"[Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication](https://www.g2.com/survey_responses/assembly-review-13086271)"** **Rating:** 5.0/5.0 stars *— Aminder M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-13086271) --- #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - 1 upvote - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote - [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal) ### 7. [Steerlab](https://www.g2.com/products/steerlab/reviews) Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security questionnaires. This solution caters to Proposal, PreSales, and Security teams, leveraging advanced automation and intelligent collaboration tools to significantly reduce response times, improve accuracy, and ultimately boost win rates. Steerlab addresses the complexities of responding to both structured Q&A documents and intricate narrative RFPs. Unlike conventional RFP tools that offer basic automation, Steerlab is engineered to facilitate the creation of high-quality, customized responses in various formats such as Excel, Word, or PDF. This versatility allows teams to maintain a professional and consistent tone while tailoring their responses to the specific context of each RFP. One of the standout features of Steerlab is its ability to automatically generate up to 90% of responses using pre-approved content. This capability not only accelerates the response process but also ensures that the quality of the answers remains high. The platform supports both straightforward Q&A formats and more elaborate narrative sections, such as executive summaries and solution descriptions, making it adaptable to a wide range of proposal requirements. Additionally, the self-updating content library organizes information by product, topic, and use case, ensuring that teams have access to the most relevant and current data without the need for manual upkeep. Steerlab also empowers teams to make informed decisions with its Go/No-Go agent, which evaluates the suitability of responding to an RFP based on various factors, including fit and internal capacity. The platform includes features for bias detection and gap analysis, allowing users to identify potential issues early in the process. Furthermore, deal pattern insights provide valuable analytics that help teams understand what strategies are effective across different industries and buyer types, enhancing future submissions. Collaboration is seamless with Steerlab, as it allows real-time interaction among internal and external teams. Users can assign tasks, leave comments, and track changes directly within familiar document formats, eliminating the need for cumbersome reformatting. The platform integrates smoothly with existing tools such as Notion, SharePoint, Google Drive, Salesforce, and Slack, ensuring that teams can work efficiently without switching between applications. Steerlab is designed with enterprise needs in mind, offering robust security and compliance with standards such as SOC 2 Type II, ISO 27001, and GDPR. It can be hosted in either the EU or US, depending on client preferences, and importantly, customer data is never utilized to train the AI models. Trusted by a range of B2B software companies, from startups to established enterprises, Steerlab is equipped to support organizations responding to varying volumes of RFPs, helping them focus on what truly matters: winning deals. **Average Rating:** 4.6/5.0 **Total Reviews:** 55 **How Do G2 Users Rate Steerlab?** - **Ease of Use:** 9.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Steerlab?** - **Seller:** [Steerlab](https://www.g2.com/sellers/steerlab) - **Company Website:** https://www.steerlab.ai - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/steerlab/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Mid-Market, 25% Small-Business #### What Are Steerlab's Pros and Cons? **Pros:** - Efficiency (12 reviews) - Artificial Intelligence (10 reviews) - Ease of Use (9 reviews) - Process Efficiency (8 reviews) - RFP Management (7 reviews) **Cons:** - Inaccurate Responses (6 reviews) - Limited Features (6 reviews) - Missing Features (6 reviews) - Bug Issues (2 reviews) - Formatting Issues (2 reviews) ### What Do G2 Reviewers Say About Steerlab? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of Steerlab, as it streamlines workflows and generates accurate, timely responses. - Users appreciate the **high-quality AI** of Steerlab, enabling solid, personalized outputs and efficient decision-making. - Users love the **ease of use** of Steerlab, allowing quick onboarding and efficient document handling. - Users value the **process efficiency** of Steerlab, notably reducing review cycles and simplifying workflows significantly. - Users appreciate the **efficient RFP management** of Steerlab, which saves time and improves collaboration and win rates. **Cons:** - Users often find **inaccurate responses** from Steerlab, necessitating verification for compliance-heavy questions despite confidence score alerts. - Users find the **limited features** of Steerlab insufficient for generating comprehensive client-facing materials and insights. - Users note the **missing features** in Steerlab, such as slide generation and limited Slack integration, impacting workflow efficiency. - Users report **bug issues** with Word exports and version history, affecting functionality during collaboration. - Users find the **formatting issues** in Steerlab challenging, making navigation and usage more difficult than expected. #### What Are Recent G2 Reviews of Steerlab? **"[Steerlab Streamlines RFPs with a Clean UI and Helpful AI](https://www.g2.com/survey_responses/steerlab-review-12894456)"** **Rating:** 5.0/5.0 stars *— Verified User in Staffing and Recruiting* [Read full review](https://www.g2.com/survey_responses/steerlab-review-12894456) --- **"[Content Library That Halved Our Proposal Turnaround Time](https://www.g2.com/survey_responses/steerlab-review-12911667)"** **Rating:** 5.0/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/steerlab-review-12911667) --- ### 8. [Apropo](https://www.g2.com/products/apropo/reviews) Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once. Quote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors! Win more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files! Standardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours. Stop spending hours creating Excel quotes that lose. Spend minutes creating next-gen quotes that win. **Average Rating:** 4.8/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Apropo?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Apropo?** - **Seller:** [Apropo.io](https://www.g2.com/sellers/apropo-io) - **Year Founded:** 2021 - **HQ Location:** Lublin, PL - **LinkedIn® Page:** https://www.linkedin.com/company/apropo-io (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are Apropo's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Efficiency (12 reviews) - Time-saving (11 reviews) - Presentation Quality (9 reviews) - Customer Support (8 reviews) **Cons:** - Bug Issues (5 reviews) - Complexity (4 reviews) - Feature Usability (4 reviews) - Lack of Customization (3 reviews) - Inadequate AI Performance (2 reviews) ### What Do G2 Reviewers Say About Apropo? *AI-generated summary from verified user reviews* **Pros:** - Users find Apropo to be **intuitive and easy to use** , streamlining proposal creation without the hassle of Excel. - Users value the **efficiency** of Apropo, significantly speeding up the quoting process and optimizing workflows effectively. - Users find Apropo's **time-saving features** greatly enhance their efficiency, speeding up the quoting process significantly. - Users love the **professional presentation quality** of Apropo, enhancing client engagement and decision-making effortlessly. - Users praise the **exceptional customer support** of Apropo, highlighting responsive assistance and direct access to leadership. **Cons:** - Users report occasional **bug issues** that arise as Apropo evolves, but overall, feedback is encouraged and welcomed. - Users find the **onboarding process complex** , with new members often feeling overwhelmed by numerous features and formatting options. - Users find the **feature usability lacking** , often facing complications and needing to adapt to the interface. - Users find a **lack of customization** in Apropo, requiring manual adjustments that hinder user experience and efficiency. - Users find the **inadequate AI performance** of Apropo limits customization and fails to meet specific requirements effectively. #### What Are Recent G2 Reviews of Apropo? **"[Perfect tool](https://www.g2.com/survey_responses/apropo-review-12354913)"** **Rating:** 5.0/5.0 stars *— Piotr F.* [Read full review](https://www.g2.com/survey_responses/apropo-review-12354913) --- **"[Best tool for creating structured proposals for custom software projects](https://www.g2.com/survey_responses/apropo-review-12397756)"** **Rating:** 5.0/5.0 stars *— Mateusz L.* [Read full review](https://www.g2.com/survey_responses/apropo-review-12397756) --- #### What Are G2 Users Discussing About Apropo? - [What is Apropo.io proposal automation used for?](https://www.g2.com/discussions/what-is-apropo-io-proposal-automation-used-for) - 1 upvote ### 9. [Tilkee](https://www.g2.com/products/tilkee/reviews) Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisations to better engage with prospects and clients. Using innovative tracking tools, AI-powered engagement analytics, and over 30 tool integrations including Salesforce and Microsoft Dynamics, the Tilkee platform increases sales management effectiveness and helps achieve higher seller productivity. Whether you use Salesforce, Oracle, Microsoft Dynamics or one of many other CRM tools, Tilkee’s sophisticated cloud-based solution analyses prospects’ interest using Augmented Intelligence and allows your sales teams to contact the right prospect at the right moment. Tilkee analyzes prospects'​ reading behavior to help you qualify in real-time their willingness to sign the deal. **Average Rating:** 4.6/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Tilkee?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Tilkee?** - **Seller:** [Tilkee](https://www.g2.com/sellers/tilkee) - **Year Founded:** 2014 - **HQ Location:** Lyon, Rh‚Äö√†√∂¬¨‚Ä¢ne Alpes - **Twitter:** @tilkeeapp (2,962 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2758781/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 55% Small-Business, 36% Mid-Market #### What Are Recent G2 Reviews of Tilkee? **"[A Solution to Empower and Inform Business Development Efforts](https://www.g2.com/survey_responses/tilkee-review-8413324)"** **Rating:** 4.5/5.0 stars *— Philip H.* [Read full review](https://www.g2.com/survey_responses/tilkee-review-8413324) --- **"[Why I am a fan of TILKEE](https://www.g2.com/survey_responses/tilkee-review-3116139)"** **Rating:** 5.0/5.0 stars *— Virginie G.* [Read full review](https://www.g2.com/survey_responses/tilkee-review-3116139) --- #### What Are G2 Users Discussing About Tilkee? - [What is Tilkee used for?](https://www.g2.com/discussions/what-is-tilkee-used-for) ### 10. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 **How Do G2 Users Rate Nintex?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Nintex?** - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** https://www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,192 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Enterprise, 40% Mid-Market #### What Are Nintex's Pros and Cons? **Pros:** - Ease of Use (31 reviews) - Automation (18 reviews) - Workflow Management (18 reviews) - Easy Setup (15 reviews) - Versatility (15 reviews) **Cons:** - Limited Features (15 reviews) - Learning Curve (13 reviews) - Expensive (9 reviews) - Complexity (8 reviews) - Limited Customization (8 reviews) ### What Do G2 Reviewers Say About Nintex? *AI-generated summary from verified user reviews* **Pros:** - Users find Nintex to be **easy to use** , facilitating quick upskilling and efficient workflow automation for everyone. - Users value the **ease of automation** with Nintex, facilitating streamlined workflows and reducing manual workload effectively. - Users praise the **intuitive workflow management** of Nintex, enabling seamless implementation and reliable automation. - Users praise the **easy setup** of Nintex, facilitating quick implementation of features without any issues. - Users value the **versatility** of Nintex, enabling both simple and complex workflow automation with ease and flexibility. **Cons:** - Users note the **limited features** of Nintex for data tasks, impacting speed and customization flexibility. - Users experience a **learning curve** with Skuid, finding it challenging to master its advanced features and capabilities. - Users find Nintex to be **expensive** , especially for smaller teams, which can hinder overall adoption and usage. - Users find **complexity** in understanding advanced features and managing workflows, which may hinder their productivity and experience. - Users express concern over **limited customization** options in Nintex, which can hinder advanced workflow design and flexibility. #### What Are Recent G2 Reviews of Nintex? **"[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) --- **"[Boosts Productivity with No-Code Automation](https://www.g2.com/survey_responses/nintex-review-12454818)"** **Rating:** 4.0/5.0 stars *— Valerie D.* [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) --- #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) - [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment - [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for) ### 11. [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Zilliant CPQ?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Zilliant CPQ?** - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** https://www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant (3,351 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Mechanical or Industrial Engineering - **Company Size:** 47% Small-Business, 37% Enterprise #### What Are Zilliant CPQ's Pros and Cons? **Pros:** - Efficiency (2 reviews) - Product Management (2 reviews) - Customizability (1 reviews) - Ease of Use (1 reviews) - Easy Customization (1 reviews) **Cons:** - Slow Loading (2 reviews) - Slow Performance (2 reviews) ### What Do G2 Reviewers Say About Zilliant CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of Zilliant CPQ, enabling quick configuration and pricing for a competitive edge. - Users benefit from **customization and integration** with Zilliant CPQ, enhancing quote cycle times and overall efficiency. - Users value the **customizability** of Zilliant CPQ, enhancing process efficiency and ensuring secure, validated data access. - Users commend the **ease of use** of Zilliant CPQ, enabling quick configuration and pricing for customer solutions. - Users value the **easy customization** of Zilliant CPQ, enabling streamlined processes and enhanced security features. **Cons:** - Users find the **slow loading** during complex operations frustrating and believe it could be improved. - Users report **slow performance** in Zilliant CPQ, particularly during complex operations that require better loading times. #### What Are Recent G2 Reviews of Zilliant CPQ? **"[Inmind Cloud is 5 star](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)"** **Rating:** 5.0/5.0 stars *— Ian G.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) --- **"[Able to create a Global Quoting platform integrating our specific needs](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)"** **Rating:** 4.5/5.0 stars *— Russ M.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) --- ### 12. [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 699 **How Do G2 Users Rate TaxDome?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.8/10) **Who Is the Company Behind TaxDome?** - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small-Business, 0% Mid-Market #### What Are TaxDome's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Communication (27 reviews) - Centralization (26 reviews) - Efficiency (26 reviews) - Customer Support (24 reviews) **Cons:** - Learning Curve (21 reviews) - Missing Features (16 reviews) - Difficult Learning (15 reviews) - Limited Features (12 reviews) - Limited Functionality (11 reviews) ### What Do G2 Reviewers Say About TaxDome? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup. - Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly. - Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow. - Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity. - Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction. **Cons:** - Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively. - Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration. - Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master. - Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team. - Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking. #### What Are Recent G2 Reviews of TaxDome? **"[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)"** **Rating:** 4.5/5.0 stars *— Eric J.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) --- **"[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)"** **Rating:** 5.0/5.0 stars *— Heather B.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) --- #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### 13. [Minoa](https://www.g2.com/products/minoa/reviews) Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and track promised vs. realized outcomes from discovery through renewal. Revenue teams at Snowflake, Vanta, Pendo and others use Minoa to standardize value selling, scale business cases across more deals, and defend renewals with measurable impact. **Average Rating:** 5.0/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Minoa?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Minoa?** - **Seller:** [Minoa](https://www.g2.com/sellers/minoa) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** https://www.linkedin.com/company/getminoa/about/ (17 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 79% Mid-Market, 13% Small-Business #### What Are Minoa's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Time-saving (3 reviews) - Customer Support (2 reviews) - Easy Sharing (2 reviews) - Efficiency (2 reviews) ### What Do G2 Reviewers Say About Minoa? *AI-generated summary from verified user reviews* **Pros:** - Users applaud the **ease of use** of Minoa, facilitating quick ROI calculations and effective collaboration across teams. - Users find Minoa **time-saving** , enabling fast creation of business cases and swift support for efficient usage. - Users appreciate the **swift and helpful customer support** from Minoa, enhancing their overall experience and efficiency. - Users find Minoa's **easy sharing** features essential for distributing tools and enhancing team collaboration across the organization. - Users find Minoa to be **efficient** , enabling fast ROI calculations and seamless collaboration with their team. #### What Are Recent G2 Reviews of Minoa? **"[Empowering my Mid-Market AEs to create more business cases and win more deals - thanks to Minoa](https://www.g2.com/survey_responses/minoa-review-10521315)"** **Rating:** 5.0/5.0 stars *— Richard U.* [Read full review](https://www.g2.com/survey_responses/minoa-review-10521315) --- **"[Minoa helped me scale beyond our small value team](https://www.g2.com/survey_responses/minoa-review-10568753)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/minoa-review-10568753) --- ### 14. [Nusii](https://www.g2.com/products/nusii/reviews) Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Nusii?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Nusii?** - **Seller:** [Nusii](https://www.g2.com/sellers/nusii) - **Year Founded:** 2013 - **HQ Location:** MADRID - **Twitter:** @nusiiapp (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nusii-proposals-sl/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small-Business, 4% Enterprise #### What Are Recent G2 Reviews of Nusii? **"[The lost art and persuasive power of a great proposal format - Nusii rocks!](https://www.g2.com/survey_responses/nusii-review-7990413)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/nusii-review-7990413) --- **"[Reliant](https://www.g2.com/survey_responses/nusii-review-5128641)"** **Rating:** 4.5/5.0 stars *— Nicole L.* [Read full review](https://www.g2.com/survey_responses/nusii-review-5128641) --- #### What Are G2 Users Discussing About Nusii? - [What is Nusii used for?](https://www.g2.com/discussions/what-is-nusii-used-for) ### 15. [XaitPorter](https://www.g2.com/products/xaitporter/reviews) XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content. **Average Rating:** 4.6/5.0 **Total Reviews:** 51 **How Do G2 Users Rate XaitPorter?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.8/10) **Who Is the Company Behind XaitPorter?** - **Seller:** [Xait](https://www.g2.com/sellers/xait) - **Year Founded:** 2000 - **HQ Location:** Sandnes, Norway - **Twitter:** @xaitgroup (701 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/110126/ (94 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Oil & Energy, Computer Software - **Company Size:** 57% Mid-Market, 31% Enterprise #### What Are Recent G2 Reviews of XaitPorter? **"[Efficient collaboration with intuitive interface is possible](https://www.g2.com/survey_responses/xaitporter-review-8337616)"** **Rating:** 4.5/5.0 stars *— Richard C.* [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8337616) --- **"[My Firsthand Experience with XaitPorter: A Comprehensive Review](https://www.g2.com/survey_responses/xaitporter-review-8317554)"** **Rating:** 5.0/5.0 stars *— Deepansh K.* [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8317554) --- #### What Are G2 Users Discussing About XaitPorter? - [What is XaitPorter used for?](https://www.g2.com/discussions/what-is-xaitporter-used-for) ### 16. [Clientary](https://www.g2.com/products/clientary/reviews) Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects. **Average Rating:** 4.7/5.0 **Total Reviews:** 45 **How Do G2 Users Rate Clientary?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Clientary?** - **Seller:** [Unbrew](https://www.g2.com/sellers/unbrew) - **Year Founded:** 2008 - **HQ Location:** San Jose, CA - **Twitter:** @clientary (631 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/clientary/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 63% Small-Business, 20% Enterprise #### What Are Recent G2 Reviews of Clientary? **"[Perfectly Merged into our Brand's Aesthetics & Needs](https://www.g2.com/survey_responses/clientary-review-9407822)"** **Rating:** 4.5/5.0 stars *— Jay S.* [Read full review](https://www.g2.com/survey_responses/clientary-review-9407822) --- **"[Easy to Use, Responsive Support, and Constant Improvements](https://www.g2.com/survey_responses/clientary-review-12615050)"** **Rating:** 4.5/5.0 stars *— Ethan H.* [Read full review](https://www.g2.com/survey_responses/clientary-review-12615050) --- ### 17. [Oneflow](https://www.g2.com/products/oneflow/reviews) Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control. **Average Rating:** 4.4/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Oneflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Oneflow?** - **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow) - **Year Founded:** 2012 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @oneflowcom (261 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3504313/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Konsultchef - **Top Industries:** Staffing and Recruiting, Computer Software - **Company Size:** 44% Small-Business, 43% Mid-Market #### What Are Oneflow's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Intuitive (14 reviews) - Efficiency (12 reviews) - Contract Management (8 reviews) - Customer Support (8 reviews) **Cons:** - Missing Features (12 reviews) - Document Management (5 reviews) - Limited Customization (5 reviews) - Expensive (4 reviews) - Feature Usability (4 reviews) ### What Do G2 Reviewers Say About Oneflow? *AI-generated summary from verified user reviews* **Pros:** - Users find Oneflow's **ease of use** exceptional, streamlining contract management and enhancing workflow efficiency effortlessly. - Users find Oneflow to be **intuitive and easy to use** , enhancing the contract management experience significantly. - Users find Oneflow to be an **efficient tool** that streamlines contract management and enhances workflow significantly. - Users appreciate the **streamlined contract management** of Oneflow, which simplifies processes and enhances overall efficiency. - Users commend the **fast and accurate customer support** from OneFlow, enhancing their overall experience with the product. **Cons:** - Users note a lack of **missing features** in Oneflow, particularly in customization and integrations that limit flexibility. - Users find the **limited capabilities for document collaboration** frustrating and desire better integration and automation features. - Users note the **limited customization** options in Oneflow, seeking more flexibility and integration features for better usability. - Users feel that Oneflow is **quite expensive** and lacks value due to the additional costs for promised functionalities. - Users find **feature usability lacking** in Oneflow compared to competitors, citing cumbersomeness and design issues. #### What Are Recent G2 Reviews of Oneflow? **"[Useful Renewal Reminders That Keep Us on Track](https://www.g2.com/survey_responses/oneflow-review-12858184)"** **Rating:** 4.0/5.0 stars *— Lee-Anne L.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184) --- **"[Smooth, modern contract workflows that make collaboration easy](https://www.g2.com/survey_responses/oneflow-review-11224592)"** **Rating:** 4.5/5.0 stars *— Magdalena Z.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592) --- #### What Are G2 Users Discussing About Oneflow? - [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment ### 18. [Cacheflow](https://www.g2.com/products/cacheflow/reviews) Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Cacheflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Cacheflow?** - **Seller:** [Cacheflow](https://www.g2.com/sellers/cacheflow) - **Year Founded:** 2021 - **HQ Location:** Los Altos, CA - **Twitter:** @getcacheflow (88 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getcacheflow (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 78% Mid-Market, 22% Small-Business #### What Are Cacheflow's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - Easy Setup (10 reviews) - Customer Support (8 reviews) - Features (8 reviews) - Integrations (8 reviews) **Cons:** - Missing Features (9 reviews) - Limited Features (5 reviews) - Access Limitations (4 reviews) - Difficult Customization (3 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About Cacheflow? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Cacheflow, making quote creation and management quick and efficient. - Users praise the **easy setup** of Cacheflow, enabling swift integration and significant time savings in their processes. - Users appreciate the **proactive support** from Cacheflow's team, making implementation and integrations seamless and efficient. - Users value the **real-time proposal tracking** of Cacheflow, enhancing their follow-up and collaboration efficiency with clients. - Users value the **seamless CRM integrations** of Cacheflow, significantly enhancing quote preparation and saving valuable time. **Cons:** - Users find the **missing features** in Cacheflow, such as revenue tracking and reminders, limit its effectiveness. - Users find **limited features** in Cacheflow, particularly lacking multi-currency support and comprehensive reporting options. - Users are frustrated by **access limitations** such as frequent logouts and restricted support hours affecting productivity. - Users find **difficult customization** options in Cacheflow, hindering their ability to fully tailor proposals as needed. - Users often face **integration issues** with Cacheflow, hindering their ability to streamline workflows effectively. #### What Are Recent G2 Reviews of Cacheflow? **"[Clear Contract Visibility and Seamless Billing in One Platform](https://www.g2.com/survey_responses/cacheflow-review-12602018)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/cacheflow-review-12602018) --- **"[Simplifying the closing process](https://www.g2.com/survey_responses/cacheflow-review-9912551)"** **Rating:** 5.0/5.0 stars *— Christopher B.* [Read full review](https://www.g2.com/survey_responses/cacheflow-review-9912551) --- ### 19. [Odoo Sales](https://www.g2.com/products/odoo-sales/reviews) Odoo Sales is a comprehensive sales management application designed to streamline the entire sales process, from quotation creation to order fulfillment. It offers an intuitive interface that enables businesses to generate professional, interactive quotations swiftly, manage sales orders efficiently, and integrate seamlessly with customer service and eCommerce platforms. By automating routine tasks and providing real-time insights, Odoo Sales empowers sales teams to focus on building customer relationships and driving revenue growth. Key Features and Functionality: - Quotation Builder: Create clean, professional, and interactive quotations instantly, enhancing the customer experience and expediting the sales cycle. - Quote Templates: Automate common orders by applying predefined pricing and tax rules, reducing manual input and minimizing errors. - Customer Portal: Provide customers with self-service access to their quotations, sales orders, and delivery information, facilitating faster deal closures through online payments and e-signatures. - Lead Management: Generate and qualify leads through various channels, including website visits and marketing campaigns, with AI-powered lead scoring to prioritize high-potential prospects. - Pricing Strategies: Develop custom pricing strategies with features like pricelists, promotions, loyalty programs, coupons, gift cards, and eWallets to attract and retain customers. - Product Control: Manage product pricing, variants, and categories with seamless integration across eCommerce, Inventory, and Manufacturing modules. - Reporting and Forecasting: Access comprehensive sales metrics and accurate forecasts to inform strategic decisions and monitor performance. - Invoicing Options: Utilize multiple invoicing methods, including down payments, pro-forma invoices, and milestone-based billing, with automatic invoice creation upon online payment confirmation. - Marketplace Integration: Integrate with major online marketplaces like Amazon to expand reach and eliminate manual data entry. - Shipping Integrations: Partner with local and global shipping couriers to ensure efficient product delivery. - Upselling Opportunities: Add optional products to quotations to facilitate seamless upselling, with customers able to select additional items through the online portal. - Customer Communications: Send emails and schedule meetings directly from Odoo, with all communications automatically recorded for easy access. Primary Value and User Solutions: Odoo Sales addresses the challenges of managing complex sales processes by offering an all-in-one platform that automates routine tasks, enhances customer engagement, and provides actionable insights. By integrating various sales functions into a single application, it reduces the need for multiple disparate systems, thereby improving efficiency and data consistency. Businesses benefit from faster quotation generation, improved lead management, and the ability to implement dynamic pricing strategies, all of which contribute to increased sales performance and customer satisfaction. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Odoo Sales?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Odoo Sales?** - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo (55,391 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/633558/ (8,467 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 43% Small-Business #### What Are Recent G2 Reviews of Odoo Sales? **"[Nice way to track sales](https://www.g2.com/survey_responses/odoo-sales-review-9244234)"** **Rating:** 4.0/5.0 stars *— Olutade B.* [Read full review](https://www.g2.com/survey_responses/odoo-sales-review-9244234) --- **"[A powerful and flexible sales platform with room for improvment](https://www.g2.com/survey_responses/odoo-sales-review-11047878)"** **Rating:** 4.5/5.0 stars *— Verified User in Consumer Goods* [Read full review](https://www.g2.com/survey_responses/odoo-sales-review-11047878) --- #### What Are G2 Users Discussing About Odoo Sales? - [What is sales channel in Odoo?](https://www.g2.com/discussions/odoo-sales-what-is-sales-channel-in-odoo) - [What is sales channel in Odoo?](https://www.g2.com/discussions/what-is-sales-channel-in-odoo) - [What are the benefits of Odoo?](https://www.g2.com/discussions/odoo-sales-what-are-the-benefits-of-odoo-f08e45bc-52a1-4ba4-9eba-31918f058148) - [What are the benefits of Odoo?](https://www.g2.com/discussions/odoo-sales-what-are-the-benefits-of-odoo) - [What is sale in Odoo?](https://www.g2.com/discussions/odoo-sales-what-is-sale-in-odoo) ### 20. [ClientPoint](https://www.g2.com/products/clientpoint/reviews) Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify **Average Rating:** 4.5/5.0 **Total Reviews:** 198 **How Do G2 Users Rate ClientPoint?** - **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:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind ClientPoint?** - **Seller:** [ClientPoint](https://www.g2.com/sellers/clientpoint) - **Year Founded:** 2009 - **HQ Location:** Carlsbad, CA - **Twitter:** @ClientPoint (108 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/clientpoint/ (23 employees on LinkedIn®) - **Phone:** -9234 **Who Uses This Product?** - **Who Uses This:** Business Development Manager, Business Development Executive - **Top Industries:** Facilities Services, Security and Investigations - **Company Size:** 34% Mid-Market, 33% Enterprise #### What Are ClientPoint's Pros and Cons? **Pros:** - AI Technology (1 reviews) - Client Management (1 reviews) - Customer Success (1 reviews) - Document Management (1 reviews) - Ease of Use (1 reviews) **Cons:** - Performance Issues (1 reviews) - Saving Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Upload Issues (1 reviews) ### What Do G2 Reviewers Say About ClientPoint? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **insights and ease of use** of ClientPoint, enhancing their sales process and organization. - Users appreciate the **efficient client management** capabilities of ClientPoint, streamlining the sales process and document transition. - Users appreciate the **Customer Success** features of ClientPoint, enhancing document management and transitioning smoothly post-signing. - Users appreciate the **ease of document management** with ClientPoint, enhancing organization and tracking during the sales process. - Users find **ClientPoint easy to use** , streamlining document sharing and organization throughout the sales process. **Cons:** - Users experience **performance issues** with slow page loading and delays in document uploads and saving. - Users experience **saving issues** , as loading pages and uploading documents can be frustratingly slow. - Users experience **slow loading times** , often facing delays of several seconds to a minute for uploads and saves. - Users experience **slow performance** , with delays in loading pages and uploading documents affecting their efficiency. - Users often face **upload issues** with ClientPoint, leading to frustrating delays when loading and saving documents. #### What Are Recent G2 Reviews of ClientPoint? **"[Great Product - Helped Close Business](https://www.g2.com/survey_responses/clientpoint-review-10374781)"** **Rating:** 4.5/5.0 stars *— Sue F.* [Read full review](https://www.g2.com/survey_responses/clientpoint-review-10374781) --- **"[Products review](https://www.g2.com/survey_responses/clientpoint-review-8808385)"** **Rating:** 4.0/5.0 stars *— gasiram a.* [Read full review](https://www.g2.com/survey_responses/clientpoint-review-8808385) --- #### What Are G2 Users Discussing About ClientPoint? - [What is ClientPoint used for?](https://www.g2.com/discussions/what-is-clientpoint-used-for) ### 21. [Zomentum e-Sign and Payment](https://www.g2.com/products/zomentum-e-sign-and-payment/reviews) Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue. **Average Rating:** 4.6/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Zomentum e-Sign and Payment?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Zomentum e-Sign and Payment?** - **Seller:** [Zomentum](https://www.g2.com/sellers/zomentum) - **Year Founded:** 2018 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/zomentum/ (62 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 97% Small-Business, 3% Mid-Market #### What Are Zomentum e-Sign and Payment's Pros and Cons? **Pros:** - Automation (1 reviews) - Customer Satisfaction (1 reviews) - Customer Support (1 reviews) - Deal Management (1 reviews) - Document Management (1 reviews) **Cons:** - Interface Usability (1 reviews) - Outdated Design (1 reviews) - Poor Interface Design (1 reviews) - UI Improvements (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Zomentum e-Sign and Payment? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation of quoting processes** , simplifying management and enhancing efficiency through system integration. - Users appreciate the **customer satisfaction** from Zomentum e-Sign and Payment due to its seamless quoting and support processes. - Users appreciate the **excellent technical support** of Zomentum e-Sign and Payment, enhancing their overall experience. - Users value the **streamlined deal management** in Zomentum, enabling a standardized quoting process with excellent technical support. - Users value the **standardized quoting process** that streamlines efficiency and enhances accuracy in their workflow. **Cons:** - Users find the **interface usability lacking** , noting it feels rough and the language is too international. - Users find the **outdated design** of Zomentum e-Sign and Payment hampers usability and overall experience. - Users find the **poor interface design** of Zomentum e-Sign and Payment challenging and less intuitive to navigate. - Users note that the **UI improvements** are needed due to a rough design and inconsistent language usage. - Users find the **rough GUI and international language** of Zomentum e-Sign and Payment difficult to navigate. #### What Are Recent G2 Reviews of Zomentum e-Sign and Payment? **"[Transformative for both inside and outside sales](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)"** **Rating:** 5.0/5.0 stars *— jeremy t.* [Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775) --- **"[Proposal closure accelerated.](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)"** **Rating:** 5.0/5.0 stars *— Robert G.* [Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616) --- #### What Are G2 Users Discussing About Zomentum e-Sign and Payment? - [What is Zomentum Grow used for?](https://www.g2.com/discussions/what-is-zomentum-grow-used-for) ### 22. [Better Proposals](https://www.g2.com/products/better-proposals/reviews) Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams. **Average Rating:** 4.3/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Better Proposals?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10) **Who Is the Company Behind Better Proposals?** - **Seller:** [Better Proposals](https://www.g2.com/sellers/better-proposals) - **Year Founded:** 2009 - **HQ Location:** Brighton, United Kingdom - **Twitter:** @betterproposals (15,299 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10323736/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small-Business, 2% Mid-Market #### What Are Better Proposals's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Design Quality (1 reviews) - Document Management (1 reviews) - Easy Creation (1 reviews) - Easy Integrations (1 reviews) **Cons:** - Billing Issues (1 reviews) - Clunky Interface (1 reviews) - Complex Setup (1 reviews) - Email Issues (1 reviews) - Feature Usability (1 reviews) ### What Do G2 Reviewers Say About Better Proposals? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Better Proposals, finding it simple to create and manage templates effectively. - Users value the **design quality** of Better Proposals, enabling dynamic and professional presentation of content with ease. - Users love the **document management features** of Better Proposals for creating dynamic, professional presentations effortlessly. - Users love the **easy creation** of Better Proposals, appreciating its user-friendly templates and seamless software integration. - Users find **easy integrations** with other software invaluable, enhancing automation and streamlining their business processes. **Cons:** - Users experience **billing issues** , reporting problems with payments and unhelpful support responses regarding software usage. - Users find the **clunky interface** frustrating, causing issues like glitches and difficulties with logo placement. - Users find the **complex setup** challenging, often struggling with payment issues and unclear support guidance. - Users find **email issues** frustrating, wishing for customizable templates and better integration with automation tools like Zapier. - Users find the **clunky interface and glitches** of Better Proposals frustrating, impacting usability and overall satisfaction. #### What Are Recent G2 Reviews of Better Proposals? **"[Combines accepting an agreement with signature and payment in one go](https://www.g2.com/survey_responses/better-proposals-review-12051478)"** **Rating:** 5.0/5.0 stars *— Bunty S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478) --- **"[Game-Changer for Automation and Value](https://www.g2.com/survey_responses/better-proposals-review-11971977)"** **Rating:** 5.0/5.0 stars *— Rebekah S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977) --- #### What Are G2 Users Discussing About Better Proposals? - [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for) - [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software) - [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal) - [How much does Proposify cost?](https://www.g2.com/discussions/how-much-does-proposify-cost) - 1 comment - [What is the best proposal software?](https://www.g2.com/discussions/what-is-the-best-proposal-software) ### 23. [Proposal Kit](https://www.g2.com/products/proposal-kit/reviews) Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. The included Wizard software lets you quickly and easily custom-assemble proposal templates for any situation using a visual design of your choice. Includes line item quoting and an AI Writer for custom content creation. **Average Rating:** 4.7/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Proposal Kit?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Proposal Kit?** - **Seller:** [Proposal Kit](https://www.g2.com/sellers/proposal-kit) - **Year Founded:** 1997 - **HQ Location:** Redmond, WA - **LinkedIn® Page:** https://www.linkedin.com/company/2125763 (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 78% Small-Business, 11% Mid-Market #### What Are Recent G2 Reviews of Proposal Kit? **"[New featuring Proposal Templates with Proposal Kit](https://www.g2.com/survey_responses/proposal-kit-review-8326725)"** **Rating:** 4.5/5.0 stars *— Sally L.* [Read full review](https://www.g2.com/survey_responses/proposal-kit-review-8326725) --- **"[Perfect software for contract and proposal synthesis.](https://www.g2.com/survey_responses/proposal-kit-review-4437885)"** **Rating:** 4.5/5.0 stars *— Lincolin-George E.* [Read full review](https://www.g2.com/survey_responses/proposal-kit-review-4437885) --- #### What Are G2 Users Discussing About Proposal Kit? - [What is Proposal Kit used for?](https://www.g2.com/discussions/what-is-proposal-kit-used-for) - 1 comment ### 24. [Kantiv](https://www.g2.com/products/kantiv/reviews) Kantiv is the pursuit intelligence platform built for AEC marketing and business development teams. Your firm's knowledge is scattered across drives, inboxes, old proposals, and people's heads. Kantiv unifies your firm’s structured and unstructured institutional knowledge across proposals, project narratives, resumes, and client history into a pursuit intelligence platform that surfaces the right expertise when it matters. If your team is still starting from old proposal folders, scattered project sheets, and the memory of whoever happens to be available, Kantiv can help turn that history into a working pursuit system. See how Kantiv captures and structures firm knowledge so every pursuit starts with context. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Kantiv?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Kantiv?** - **Seller:** [Kantiv](https://www.g2.com/sellers/kantiv) - **Year Founded:** 2022 - **HQ Location:** San Diego , US - **Twitter:** @KantivHQ (36 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kantiv/ (73 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 36% Mid-Market, 27% Enterprise #### What Are Recent G2 Reviews of Kantiv? **"[Efficient Proposal Development with Joist AI](https://www.g2.com/survey_responses/kantiv-review-12113945)"** **Rating:** 5.0/5.0 stars *— Kelly K.* [Read full review](https://www.g2.com/survey_responses/kantiv-review-12113945) --- **"[Transforms Proposal Management with Centralized Data and Responsive Support](https://www.g2.com/survey_responses/kantiv-review-12110201)"** **Rating:** 5.0/5.0 stars *— Amanda C.* [Read full review](https://www.g2.com/survey_responses/kantiv-review-12110201) --- ### 25. [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 **How Do G2 Users Rate Bonsai?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Bonsai?** - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc (3,038 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6591614/ (41 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small-Business, 1% Enterprise #### What Are Bonsai's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Invoicing (17 reviews) - Invoice Management (13 reviews) - Time-saving (13 reviews) - Time Tracking (13 reviews) **Cons:** - Missing Features (18 reviews) - Expensive (8 reviews) - Integration Issues (8 reviews) - Limited Customization (8 reviews) - Limited Features (8 reviews) ### What Do G2 Reviewers Say About Bonsai? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. **Cons:** - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **"[Great Accounts/CRM/collab solution for micro and small businesses](https://www.g2.com/survey_responses/bonsai-review-9713271)"** **Rating:** 5.0/5.0 stars *— Anita Q.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) --- **"[A love hate relationship I love to hate](https://www.g2.com/survey_responses/bonsai-review-10245202)"** **Rating:** 5.0/5.0 stars *— Braden E.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) --- #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) - [E-Signature Software](https://www.g2.com/categories/e-signature) - [Document Generation Software](https://www.g2.com/categories/document-generation) - [RFP Software](https://www.g2.com/categories/rfp) - [AI Proposal Generator Tools Software](https://www.g2.com/categories/ai-proposal-generator-tools) --- ## 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.