# Best Proposal Software - Page 5 *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 (3,437 reviews) | Fast, template-driven proposals | "[PandaDoc gives marketing control without slowing sales down](https://www.g2.com/survey_responses/pandadoc-review-13115170)" | | 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 (899 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 (834 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 | "[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)" | | 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 | "[Reliable RFP platform with strong collaboration, but AI and content management still need work](https://www.g2.com/survey_responses/loopio-review-11957602)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,676 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 (+2.21%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 25, 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. --- **Sponsored** ### Signify Signify is a digital contracting platform that helps teams manage, automate, and track documents in one place. From sending and signing to organizing and archiving, it supports the full document workflow. Signify combines e-signatures, workflow automation, a team workspace, and a searchable archive. Set signing order and recipient roles, assign documents to folders with team-based permissions, and use structured templates to keep processes consistent across the company. You can see exactly what’s signed, pending, or in progress - and who’s involved. Permissions are clear, templates are shared with built-in rules, and folder access is controlled by team roles. Over 4.5 million documents have been sent through Signify, with 80% finalized in under 24 hours. Signify is built to support both the people who manage documents and those who sign them - making the entire process simple and efficient. [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=2026-07-26T06%3A46%3A06Z&secure%5Bdisplayable_resource_id%5D=152&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=152&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1450270&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%3Fopen_modal_url%3D%252Fproducts%252Fkaseya-quote-manager%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fproposal%2526source%253Dcategory&secure%5Btoken%5D=872ea6b42c962a45f5286fb65c432a2f4fdcd168f4220cd61c31eda881d6ffd3&secure%5Burl%5D=https%3A%2F%2Fsignifyapp.com%2F&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [Axiom Sales Manager](https://www.g2.com/products/axiom-sales-manager/reviews) Axiom Sales Manager is a web-based sales application that empowers sales efficiency for both your sales force and sales management. With Axiom, your sales force effectively creates quotes and proposals for their customers while you effectively administer your sales force, your product pricing and your sales pipeline. **Average Rating:** 4.5/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Axiom Sales Manager?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Axiom Sales Manager?** - **Seller:** [Raeko Software](https://www.g2.com/sellers/raeko-software) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Axiom Sales Manager? **"[A highly effective software to boost sales force and management.](https://www.g2.com/survey_responses/axiom-sales-manager-review-4436930)"** **Rating:** 4.5/5.0 stars *— Elion-Jee A.* [Read full review](https://www.g2.com/survey_responses/axiom-sales-manager-review-4436930) --- **"[Axiom Sales Manager an efficient software to boost sales.](https://www.g2.com/survey_responses/axiom-sales-manager-review-4448432)"** **Rating:** 4.5/5.0 stars *— Boschma C.* [Read full review](https://www.g2.com/survey_responses/axiom-sales-manager-review-4448432) --- #### What Are G2 Users Discussing About Axiom Sales Manager? - [What is Axiom Sales Manager used for?](https://www.g2.com/discussions/what-is-axiom-sales-manager-used-for) ### 2. [BahaQuote Software](https://www.g2.com/products/bahaquote-software/reviews) Bahaquote.com quote software is the step taken towards automating the entire price estimation process that satisfies customers with its range of managing quote services and the member based free and paid subscription packages available. **Average Rating:** 4.5/5.0 **Total Reviews:** 3 **How Do G2 Users Rate BahaQuote Software?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind BahaQuote Software?** - **Seller:** [Andy Singh](https://www.g2.com/sellers/andy-singh) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market #### What Are Recent G2 Reviews of BahaQuote Software? **"[This software helps best in online invoicing.](https://www.g2.com/survey_responses/bahaquote-software-review-4448434)"** **Rating:** 4.5/5.0 stars *— Boschma C.* [Read full review](https://www.g2.com/survey_responses/bahaquote-software-review-4448434) --- **"[Bahaquote software has given a whole new level to quotes.](https://www.g2.com/survey_responses/bahaquote-software-review-4436950)"** **Rating:** 4.5/5.0 stars *— Alfered E.* [Read full review](https://www.g2.com/survey_responses/bahaquote-software-review-4436950) --- #### What Are G2 Users Discussing About BahaQuote Software? - [What is BahaQuote Software used for?](https://www.g2.com/discussions/what-is-bahaquote-software-used-for) ### 3. [ClientSky](https://www.g2.com/products/clientsky/reviews) Beautiful, Online Client Sales Proposals.Increase sales proposal conversion and shorten the client sales cycle with ClientSky. **Average Rating:** 4.3/5.0 **Total Reviews:** 3 **How Do G2 Users Rate ClientSky?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind ClientSky?** - **Seller:** [Jaroop](https://www.g2.com/sellers/jaroop) - **Year Founded:** 2010 - **HQ Location:** West Hartford, US - **Twitter:** @Jaroop (330 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/jaroop (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Enterprise #### What Are Recent G2 Reviews of ClientSky? **"[Organized and effective](https://www.g2.com/survey_responses/clientsky-review-7192611)"** **Rating:** 5.0/5.0 stars *— Luke W.* [Read full review](https://www.g2.com/survey_responses/clientsky-review-7192611) --- **"[Sales proposals made easier](https://www.g2.com/survey_responses/clientsky-review-7201370)"** **Rating:** 4.5/5.0 stars *— Verified User in Defense & Space* [Read full review](https://www.g2.com/survey_responses/clientsky-review-7201370) --- ### 4. [DirectRFP](https://www.g2.com/products/directrfp/reviews) RFP technology platform built to solicit exact and measurable responses. DirectRFP solves the key RFP management challenges experienced by procurement professionals. DirectRFP is the only solution that allows procurement teams to easily create, share, structure, measure, and analyse RFPs to find the best and exact solution for their business needs without the ambiguity and confusion of traditional paragraph-based answers. Offering a 60% reduction in creation time and 50% reduction in costs. **Average Rating:** 4.2/5.0 **Total Reviews:** 3 **How Do G2 Users Rate DirectRFP?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.8/10) **Who Is the Company Behind DirectRFP?** - **Seller:** [DirectRFP](https://www.g2.com/sellers/directrfp) - **Year Founded:** 2018 - **HQ Location:** Roseville, US - **Twitter:** @Direct_RFP (29 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/directrfp (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Enterprise, 33% Mid-Market #### What Are Recent G2 Reviews of DirectRFP? **"[Simplifies the RFP Creation Process](https://www.g2.com/survey_responses/directrfp-review-7247582)"** **Rating:** 4.0/5.0 stars *— Alexander A.* [Read full review](https://www.g2.com/survey_responses/directrfp-review-7247582) --- **"[Great way to streamline running RFPs](https://www.g2.com/survey_responses/directrfp-review-7191829)"** **Rating:** 4.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/directrfp-review-7191829) --- ### 5. [FigsFlow](https://www.g2.com/products/figsflow/reviews) FigsFlow is an all-in-one client onboarding and compliance platform built for UK accountants, bookkeepers and tax advisers. It automates the entire client onboarding journey in a single workflow, from service pricing and proposal generation to engagement letter creation, e-signatures, KYC and AML verification, and EDD where required. Create fully branded proposals in minutes using 100+ customisable templates, generate compliant engagement letters aligned to ACCA, ICAEW, CIOT, ATT, AAT and CIMA standards, and set consistent firm wide pricing with the advanced pricing calculator. The built in AML and KYC module handles electronic ID verification, sanctions and PEP screening, risk assessments with automatic screening, and ongoing monitoring, with complete timestamped audit trails for HMRC supervision visits. Built by accountants for accountants, FigsFlow replaces the need for multiple disconnected tools, helping firms onboard clients faster, stay ready under MLR 2017, and reduce the cost of running a compliant practice. It integrates with Xero, QuickBooks, Stripe, GoCardless, Adfin, HubSpot, Outlook, Gmail, Companies House and Zapier, and includes real time proposal tracking, built in e-signatures, a secure client document portal and analytics dashboards covering sent proposals, conversion rates and revenue. Pricing starts at £8 per month for proposals and engagement letters, with the AML and KYC module available from £10 per month plus £2.10 per check, making FigsFlow one of the most affordable end to end onboarding and compliance platforms for UK accounting firms. A 30 day free trial is available, with no credit card required and no setup fees. **Average Rating:** 5.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate FigsFlow?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind FigsFlow?** - **Seller:** [FIGS FLOW LIMITED](https://www.g2.com/sellers/figs-flow-limited) - **Year Founded:** 2023 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/figsflow (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are FigsFlow's Pros and Cons? **Pros:** - Template Creation (3 reviews) - Easy Creation (2 reviews) - Templates (2 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) **Cons:** - Billing Issues (1 reviews) - Feature Usability (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About FigsFlow? *AI-generated summary from verified user reviews* **Pros:** - Users are impressed with the **abundance of pre-built templates** in FigsFlow, enhancing efficiency for accountancy services. - Users value the **easy editing features** of FigsFlow, allowing instant customization of proposals and engagement letters. - Users love the **extensive collection of pre-built templates** in FigsFlow, streamlining their accountancy services efficiently. - Users appreciate the **extensive customization options** of FigsFlow, especially with its range of pre-built templates. - Users appreciate the **ease of use** of FigsFlow, making proposal and engagement letter production efficient and straightforward. **Cons:** - Users are concerned about **billing issues** due to the lack of essential Xero integration, which is pending. - Users find the **lack of fee alignment and upsell options** in FigsFlow limits its overall usability. - Users miss the **bulk pricing update feature** in FigsFlow, hindering efficient price adjustments across their offerings. #### What Are Recent G2 Reviews of FigsFlow? **"[Brilliant proposal and engagement letter software for accountants](https://www.g2.com/survey_responses/figsflow-review-10739717)"** **Rating:** 5.0/5.0 stars *— Bibek P.* [Read full review](https://www.g2.com/survey_responses/figsflow-review-10739717) --- **"[Pre-built templates for all of our accountancy services](https://www.g2.com/survey_responses/figsflow-review-11103061)"** **Rating:** 5.0/5.0 stars *— Sterling W.* [Read full review](https://www.g2.com/survey_responses/figsflow-review-11103061) --- ### 6. [imprezian360](https://www.g2.com/products/imprezian360/reviews) Imprezian360 is a business software solution add-on for Quickbooks Pro, Premier and Enterprise customers, it compliments Quickbooks by providing sales-lead, opportunity tracking, customer-service automation and inventory control features with the QB integration on the market. **Average Rating:** 4.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate imprezian360?** - **Ease of Use:** 7.2/10 (Category avg: 8.9/10) **Who Is the Company Behind imprezian360?** - **Seller:** [Sellergy Solutions](https://www.g2.com/sellers/sellergy-solutions) - **HQ Location:** Tampa, FL - **Twitter:** @imprezian360 - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Enterprise #### What Are Recent G2 Reviews of imprezian360? **"[Success using Imprezian360 in multiple location business](https://www.g2.com/survey_responses/imprezian360-review-167915)"** **Rating:** 4.5/5.0 stars *— Laresa H.* [Read full review](https://www.g2.com/survey_responses/imprezian360-review-167915) --- **"[Perfect CRM system for our needs](https://www.g2.com/survey_responses/imprezian360-review-169131)"** **Rating:** 4.0/5.0 stars *— Haskel W.* [Read full review](https://www.g2.com/survey_responses/imprezian360-review-169131) --- #### What Are G2 Users Discussing About imprezian360? - [What is imprezian360 used for?](https://www.g2.com/discussions/what-is-imprezian360-used-for) ### 7. [Portant](https://www.g2.com/products/portant/reviews) Portant is the fastest and easiest way to automatically generate invoices, contracts, reports, e-signatures, and all other paperwork. With a few clicks, Portant takes care of your business admin. Generate professional, beautiful and error-free documents that teams and customers will love. Never waste another minute on boring manual tasks! Works with Google Workspace, Outlook, GMail, and syncs data from HubSpot, Xero, Glide, Tally and Zapier. **Average Rating:** 4.9/5.0 **Total Reviews:** 68 **How Do G2 Users Rate Portant?** - **Ease of Use:** 9.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.2/10 (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 Portant?** - **Seller:** [Portant](https://www.g2.com/sellers/portant) - **Year Founded:** 2020 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** http://www.linkedin.com/company/portantai (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Education Management, Primary/Secondary Education - **Company Size:** 68% Small-Business, 32% Mid-Market #### What Are Portant's Pros and Cons? **Pros:** - Convenience (2 reviews) - Document Management (2 reviews) - Flexibility (2 reviews) - Simple (2 reviews) - Time Efficiency (2 reviews) **Cons:** - Difficult Editing (1 reviews) - Font Customization (1 reviews) - Manual Processes (1 reviews) - Security Concerns (1 reviews) - Signature Issues (1 reviews) ### What Do G2 Reviewers Say About Portant? *AI-generated summary from verified user reviews* **Pros:** - Users find Portant to be **extremely convenient** , enabling easy data sharing for swift team responses. - Users value the **user-friendly document management** of Portant, streamlining document creation from CRM data efficiently. - Users value the **unmatched flexibility** of Portant, efficiently handling both native and custom objects in HubSpot. - Users praise the **user-friendly design** of Portant, simplifying document creation from CRM data even for novices. - Users value Portant's **time efficiency** , transforming CRM data into documents quickly and seamlessly enhancing their workflows. **Cons:** - Users find the **difficult editing** process of Portant frustrating, often needing to adjust settings repeatedly. - Users find the **inflexible font customization** in Portant cumbersome, requiring frequent manual adjustments to their preferences. - Users find the **manual processes** cumbersome, requiring frequent adjustments to settings, disrupting their workflow. - Users desire more **security options** for signature requests to enhance their overall safety and assurance. - Users desire more **security options for signature requests** , seeking enhanced flexibility and protection for their documents. #### What Are Recent G2 Reviews of Portant? **"[Powerful Form-to-Sheet Automation with Insightful Analytics](https://www.g2.com/survey_responses/portant-review-13165087)"** **Rating:** 5.0/5.0 stars *— Steven W.* [Read full review](https://www.g2.com/survey_responses/portant-review-13165087) --- **"[Streamlined Contract Management with Robust Integrations](https://www.g2.com/survey_responses/portant-review-12639119)"** **Rating:** 4.5/5.0 stars *— Marvin B.* [Read full review](https://www.g2.com/survey_responses/portant-review-12639119) --- ### 8. [QuoteCloud](https://www.g2.com/products/quotecloud-quotecloud/reviews) QuoteCloud is an intelligent sales quoting and proposal management platform that helps businesses streamline the way they create, send, and close deals. Designed for sales teams, QuoteCloud automates time-consuming quote creation with dynamic content, pricing tables, and interactive customer experiences. QuoteCloud's built-in AI coworker assists users in writing compelling sales content, help estimate pricing, generating product descriptions, and personalising proposals in seconds. QuoteCloud also integrates with 1000's of other SaaS products such as CRMs, Job Management, accounting software — ensuring your sales process connects seamlessly from quote to close. With real-time collaboration, custom templates, digital signatures, and performance analytics, QuoteCloud empowers teams to respond faster, impress clients, and win more business. No matter what industry you operate in whether you’re managing proposals, quotes, or contracts, QuoteCloud turns complex workflows into a smooth, professional experience for both your team and your customers. Key Benefits: + Create visually stunning, interactive proposals in minutes + Collaborate with team members in real time + Automate product pricing and data imports from external systems + Personalise and enhance content with AI-powered assistance + Track customer engagement and approvals + Integrate with CRMs, GDS, and payment solutions **Average Rating:** 5.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate QuoteCloud?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind QuoteCloud?** - **Seller:** [QuoteCloud](https://www.g2.com/sellers/quotecloud) - **Year Founded:** 2015 - **HQ Location:** Sydney, AU - **Twitter:** @corpinteractive (58 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/quotecloud/ (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of QuoteCloud? **"[Faster proposals, more closed deals - a no-brainer for any sales team](https://www.g2.com/survey_responses/quotecloud-review-12919273)"** **Rating:** 5.0/5.0 stars *— Nathan C.* [Read full review](https://www.g2.com/survey_responses/quotecloud-review-12919273) --- **"[Professional, Easy to Use with Amazing Support](https://www.g2.com/survey_responses/quotecloud-review-12958511)"** **Rating:** 5.0/5.0 stars *— Leisa D.* [Read full review](https://www.g2.com/survey_responses/quotecloud-review-12958511) --- ### 9. [RFPMonkey](https://www.g2.com/products/rfpmonkey/reviews) RFPMonkey.com makes responding to RFPs so easy a monkey could do it! Well, not an actual monkey, but that's the idea. Use RFPMonkey to create libraries of reusable content, manage that content, track and manage RFPs, and use your library content to quickly respond to your RFPs. **Average Rating:** 3.7/5.0 **Total Reviews:** 3 **How Do G2 Users Rate RFPMonkey?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.8/10) **Who Is the Company Behind RFPMonkey?** - **Seller:** [RFPMonkey](https://www.g2.com/sellers/rfpmonkey) - **Year Founded:** 2006 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/rfpmonkey.com-llc/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Mid-Market, 33% Enterprise #### What Are Recent G2 Reviews of RFPMonkey? **"[Great product!](https://www.g2.com/survey_responses/rfpmonkey-review-648261)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/rfpmonkey-review-648261) --- #### What Are G2 Users Discussing About RFPMonkey? - [What is RFPMonkey used for?](https://www.g2.com/discussions/what-is-rfpmonkey-used-for) ### 10. [Titan Docs](https://www.g2.com/products/titandocs/reviews) Titan Docs Suite is a no-code document generation solution built right inside Salesforce, designed to talk directly to your CRM. Trusted by thousands of businesses worldwide, Titan Docs lets you generate personalized documents, e-signatures, and proposals, while tracking everything in one place. Titan Docs integrates with Titan’s full suite of declarative tools to create any digital experience within Salesforce. With Titan Experience Studio and Forms, you can build personalized portals, single-page web apps, and forms. Titan Enterprise offers a fully integrated solution for large-scale operations, including contract lifecycle management. With HIPAA-compliant storage, all data kept securely in Salesforce, smart templates, and legally binding e-signatures, Titan Docs Suite has the tools your business needs to scale. Say goodbye to middlemen, second databases, and clunky tools—Titan Docs keeps everything streamlined and in one place. **Average Rating:** 4.6/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Titan Docs?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) **Who Is the Company Behind Titan Docs?** - **Seller:** [Titan](https://www.g2.com/sellers/titan-546f744e-667d-45a5-9061-8fe0bac331e6) - **Company Website:** https://titandxp.com - **Year Founded:** 2014 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @TitanDXP (15 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/formtitan/posts/?feedView=all (199 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management - **Company Size:** 47% Mid-Market, 33% Small-Business #### What Are Titan Docs's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Customer Support (10 reviews) - Easy Setup (9 reviews) - Salesforce Integration (9 reviews) - Integrations (8 reviews) **Cons:** - Learning Curve (6 reviews) - Missing Features (4 reviews) - Steep Learning Curve (4 reviews) - Complexity (3 reviews) - Difficulty (2 reviews) ### What Do G2 Reviewers Say About Titan Docs? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Titan Docs, benefiting from simple design and seamless document creation. - Users commend the **responsive customer support** of Titan Docs, ensuring smooth implementation and quick problem resolution. - Users find the **easy setup** of Titan Docs beneficial for quickly creating personalized documents with Salesforce integration. - Users praise the **seamless Salesforce integration** of Titan Docs, enhancing document creation and workflow efficiency significantly. - Users value the **seamless integration with Salesforce** , enhancing document creation and workflow efficiency significantly. **Cons:** - Users face a **steep learning curve** with Titan Docs, making initial setup and troubleshooting quite challenging. - Users face **missing features** in Titan Docs, causing frustration with slow performance and document formatting issues. - Users face a **steep learning curve** with Titan Docs, complicating initial setup and document creation processes. - Users find the **complexity** of Titan Docs challenging, with a steep learning curve and difficult initial setup. - Users find a **steep learning curve** with Titan Docs, often requiring support for troubleshooting and complex use cases. #### What Are Recent G2 Reviews of Titan Docs? **"[Titan Is Easy to Use and a Really Helpful Tool](https://www.g2.com/survey_responses/titan-docs-review-13136474)"** **Rating:** 4.5/5.0 stars *— Lily N.* [Read full review](https://www.g2.com/survey_responses/titan-docs-review-13136474) --- **"[Titan Docs: Effortless Salesforce-Connected PDFs with Fast, Reliable One-Click Automation](https://www.g2.com/survey_responses/titan-docs-review-12621456)"** **Rating:** 5.0/5.0 stars *— Ryan M.* [Read full review](https://www.g2.com/survey_responses/titan-docs-review-12621456) --- ### 11. [Capture2Proposal](https://www.g2.com/products/capture2proposal/reviews) Capture2Proposal is a revolutionary market intelligence, capture, and proposal management solution designed for government contractors in one secure, collaborative, and customizable platform. At Capture2, we believe the government needs the capabilities of commercial entities of all sizes. We open access to government contracts with market intelligence for every business from the smallest veteran-owned firm to the largest defense industrial base providers. Our key values are relentless customer focus, intelligent application of deep experience in our industry, and a passion to make a difference for you in the government contracting space, whether you are a Federal Contractor, an OEM vendor or a Value Added Reseller. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Capture2Proposal?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Capture2Proposal?** - **Seller:** [Capture2](https://www.g2.com/sellers/capture2) - **Year Founded:** 2015 - **HQ Location:** San Diego, US - **Twitter:** @C2POfficial (69 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/capture2/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Capture2Proposal's Pros and Cons? **Pros:** - Contract Management (1 reviews) - Ease of Use (1 reviews) - Easy Integrations (1 reviews) **Cons:** - Bug Issues (1 reviews) ### What Do G2 Reviewers Say About Capture2Proposal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy integration with other systems** , ensuring seamless access to current contracts in Capture2Proposal. - Users appreciate the **ease of use** of Capture2Proposal, benefiting from seamless integration with other systems. - Users appreciate the **easy integrations** with other systems, ensuring quick access to current contracts within the platform. **Cons:** - Users experience **bug issues** with Capture2Proposal, often requiring repeated requests for updates and corrections to be made. #### What Are Recent G2 Reviews of Capture2Proposal? **"[A Rising Tool to Grow Your Business.](https://www.g2.com/survey_responses/capture2proposal-review-7077841)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/capture2proposal-review-7077841) --- ### 12. [CLEATUS AI](https://www.g2.com/products/cleatus-ai/reviews) CLEATUS is an all-in-one AI platform for government contractors that revolutionizes how businesses find, bid on, and win federal, state, local, and education contracts. It's designed to make government contracting accessible and affordable for businesses of all sizes. CLEATUS helps you discover the right opportunities, generate compliant proposals in minutes, and manage your entire GovCon pipeline from one place. Core Capabilities 1) Contract Discovery & Intelligence • Scans 40,000+ public sector sources across federal, state, local, and education. • Delivers tailored opportunities that match your profile. • Daily email alerts and real-time matching. • AI converts complex solicitations into clean, standardized summaries. 2) AI-Powered Proposal Writing • Generate first-draft proposals in minutes. • Aligns to solicitation requirements and sections. • Pulls in your past performance, capabilities, and certifications. • Supports RFPs, RFQs, and other solicitation types. 3) Smart Decision Support • AI compliance scoring to guide bid/no-bid. • Past-award insights and competitor analysis. • Risk flags and evaluation criteria highlights. • Scope, pricing, and requirements breakdowns. 4) GovCon Management Tools • Pursuit CRM for pipelines, tasks, and deadlines. • Teaming intelligence with an 800K+ contractor database. • 24/7 AI contracting advisor in CLEATUS AI Chat. Why CLEATUS • All-in-one: Discovery, proposals, pipeline, and teaming in one workflow. • Speed: From search to compliant draft in minutes. • Accuracy: AI tuned for GovCon structure and compliance. • Simple pricing: One plan with all features included. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate CLEATUS AI?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind CLEATUS AI?** - **Seller:** [CLEATUS](https://www.g2.com/sellers/cleatus) - **Year Founded:** 2023 - **HQ Location:** Arlington, US - **LinkedIn® Page:** https://www.linkedin.com/company/cleatus-ai (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are CLEATUS AI's Pros and Cons? **Pros:** - Document Management (1 reviews) - Efficiency (1 reviews) ### What Do G2 Reviewers Say About CLEATUS AI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **document management** of CLEATUS AI for its efficiency in handling government contracts and matches. - Users value the **efficiency** of CLEATUS AI in streamlining government contract management, enhancing focus on core business tasks. #### What Are Recent G2 Reviews of CLEATUS AI? **"[Enabling Rapid Proposal Development](https://www.g2.com/survey_responses/cleatus-ai-review-11440063)"** **Rating:** 4.5/5.0 stars *— Asad M.* [Read full review](https://www.g2.com/survey_responses/cleatus-ai-review-11440063) --- **"[Best AI Tool for Government Contracting](https://www.g2.com/survey_responses/cleatus-ai-review-11482433)"** **Rating:** 5.0/5.0 stars *— Anil Y.* [Read full review](https://www.g2.com/survey_responses/cleatus-ai-review-11482433) --- ### 13. [Cobl](https://www.g2.com/products/cobl/reviews) Cobl generates sales proposals that are polished, on-brand, and built to win, all at the same high quality no matter who's sending it. Where other tools give you a blank page and a template, Cobl gives you a generation engine that does the heavy lifting for you. Feed it your client notes, past emails, pricing files, and company knowledge. Cobl's multi-agent AI reads the context and builds a structured, on-brand proposal in minutes. Ready to send and ready to close. Cobl helps sales teams: - Generate proposals from real deal context. Every section is built from what you actually know about the client. - Encode your sales methodology, once. Tell Cobl how your best proposals are structured, what to always include, and what to never say. Every proposal the platform generates follows that framework, every time, regardless of who sends it. - Build a knowledge base that compounds. Cobl learns from every proposal your team produces. Customer cases, key figures, past wins, all structured and accessible to the agent at the exact moment it needs them. The longer you use it, the smarter and more persuasive your proposals get. - Stay on-brand without the effort. The design system captures your templates, visual identity, and brand guidelines so every document looks like it came from your marketing team. - Edit in natural language. Chat with the platform to rewrite sections, adjust tone, or tailor any part of the document to a specific client. - Work inside your existing stack. Cobl connects natively to Salesforce, HubSpot, Notion, SharePoint, Teams, Gmail and more, pulling company knowledge directly into the generation process without adding friction. When you're ready, export to PDF, or to fully editable Word and PowerPoint files, or share a live web link directly with your prospect. Built to European security standards, so your data stays where it belongs. Get up to 5 free documents per month on our free plan. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Cobl?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Cobl?** - **Seller:** [Cobl](https://www.g2.com/sellers/cobl) - **Year Founded:** 2025 - **HQ Location:** Paris, FR - **Twitter:** @cobl_ai (66 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/cobl-ai (17 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of Cobl? **"[Gain in Efficiency and Relevance thanks to Cobl](https://www.g2.com/survey_responses/cobl-review-12991581)"** **Rating:** 4.0/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/cobl-review-12991581) --- **"[Huge Time Saver for Polished, Client-Tailored Documents](https://www.g2.com/survey_responses/cobl-review-13023155)"** **Rating:** 5.0/5.0 stars *— Oliver J.* [Read full review](https://www.g2.com/survey_responses/cobl-review-13023155) --- ### 14. [Configurator](https://www.g2.com/products/configurator/reviews) A full function CPQ designed to offer assisted, question-based selling. **Average Rating:** 4.0/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Configurator?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Configurator?** - **Seller:** [ChikPea](https://www.g2.com/sellers/chikpea) - **Year Founded:** 2006 - **HQ Location:** San Francisco, US - **Twitter:** @chikpea_inc (489 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/738605 (32 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Enterprise, 25% Small-Business #### What Are Recent G2 Reviews of Configurator? **"[Review Configurator](https://www.g2.com/survey_responses/configurator-review-4236033)"** **Rating:** 4.0/5.0 stars *— JongWon K.* [Read full review](https://www.g2.com/survey_responses/configurator-review-4236033) --- **"[Configurator Inside Knowledge](https://www.g2.com/survey_responses/configurator-review-4189030)"** **Rating:** 5.0/5.0 stars *— Tyler K.* [Read full review](https://www.g2.com/survey_responses/configurator-review-4189030) --- ### 15. [Dune Dev CPQ & Service Center](https://www.g2.com/products/dune-dev-cpq-service-center/reviews) DuneDev CPQ & Service Center is an all-in-one CPQ SaaS solution with a dedicated service center to turn complex offers into sales opportunities. Designed to optimize and simplify sales processes, our software is the best solution for turning complex offers into tangible sales opportunities—anytime, anywhere—with full accessibility from any device with an Internet connection. Why Choose DuneDev CPQ&ServiceCenter? • Sales Process Efficiency: Automate complex configurations and generate accurate quotes with just a few clicks. • Zero IT Infrastructure Costs: No installation required—ready to use, with automatic updates and guaranteed security management. • Total Scalability and Flexibility: Grow alongside your business by adding modules without complications. • Sales-Based Cost Model: Pay per signed contract, with optional maintenance fees for custom updates. Key Features • Dedicated Service Center: Real-time sales support via phone and chat, sales support ticket management, business configurations, and service activations. Available Monday to Saturday (9 AM - 8 PM). • Smart Service Configurator: Features advanced OCR technology to generate customer profiles in seconds and provide real-time cost visualization. • Intuitive Contract Generator: Quickly create personalized, error-free contracts, reducing time and resource consumption. • Incentive Compensation Management: Automatic incentive calculation with flexible rules for precise alignment with sales processes. • Order Management System (OMS): Complete order management with API integration for real-time tracking and advanced e-commerce capabilities. • AI-Powered HUB: Multilingual chatbot, avatar presentations, and RPA automation for fast, error-free processes. • Partner Management & CMS: Fast partner onboarding, centralized content management, and automated distribution. • Reliability and Guaranteed Security: A redundant server environment in Europe, with two dedicated servers in distinct locations, ensures business continuity and high performance. • Continuous Development and Support: Annual releases with new features and a specialized IT team to ensure a customer-driven software evolution. Simplify sales. Empower service. Choose DuneCustomCPQ. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Dune Dev CPQ & Service Center?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (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 Dune Dev CPQ & Service Center?** - **Seller:** [Dune](https://www.g2.com/sellers/dune) - **Year Founded:** 2016 - **HQ Location:** Milan, IT - **LinkedIn® Page:** https://www.linkedin.com/company/dune-srl (120 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Dune Dev CPQ & Service Center's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Access (1 reviews) - Filtering Options (1 reviews) - Intuitive (1 reviews) ### What Do G2 Reviewers Say About Dune Dev CPQ & Service Center? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive design** of Dune Dev CPQ & Service Center, making work seamless and efficient. - Users appreciate the **easy access** of Dune Dev CPQ & Service Center, finding it intuitive and user-friendly. - Users appreciate the **intuitive filtering options** of Dune Dev CPQ & Service Center, enhancing their workflow efficiency. - Users value the **intuitive design** of Dune Dev CPQ & Service Center, finding work easy and efficient. #### What Are Recent G2 Reviews of Dune Dev CPQ & Service Center? **"[A real gamechanger — SaaS CPQ, powered by the Service Center](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888)"** **Rating:** 5.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888) --- **"[CPQ & Service Center](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085) --- ### 16. [Indy](https://www.g2.com/products/indy/reviews) Indy is a workflow platform for talented independent professionals who are free to work how they want. Indy's mission is to create a reliable set of business admin tools so that any freelancer can instantly find the resources they need to be successful. We’ve built a place where freelancers can create proposals, draft contracts, send invoices, and get paid - all in a single app to make independent life even better. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Indy?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Indy?** - **Seller:** [Indy](https://www.g2.com/sellers/indy) - **Year Founded:** 2014 - **HQ Location:** Santa Monica, US - **LinkedIn® Page:** https://www.linkedin.com/company/weareindy (66 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Indy's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Simple (2 reviews) - Client Management (1 reviews) - Customizability (1 reviews) - Efficiency (1 reviews) **Cons:** - Bug Issues (1 reviews) - Inadequate AI Performance (1 reviews) - Ineffective AI (1 reviews) - Invoicing Issues (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Indy? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **ease of use** of Indy, enhancing productivity and streamlining business operations seamlessly. - Users love the **user-friendly interface** of Indy, which simplifies work and boosts productivity significantly. - Users appreciate the **ease of client management** with Indy, streamlining billing, invoicing, and proposal drafting effectively. - Users value the **customizability** of Indy, enabling easy management of billing, proposals, and contracts for business growth. - Users highlight the **enhanced productivity and efficiency** provided by Indy's user-friendly features and flexible implementation. **Cons:** - Users experience occasional **technical hitches** with Indy, though support is readily available for quick resolutions. - Users desire **more precise AI-generated drafts** , indicating that Indy’s current AI performance is inadequate for their needs. - Users feel that the **ineffective AI** in Indy fails to enhance the precision of their drafts as expected. - Users experience occasional **invoicing issues** with Indy, but support is readily available to address them quickly. - Users experience occasional **slow performance** with Indy, but appreciate the prompt technical support available to resolve issues. #### What Are Recent G2 Reviews of Indy? **"[I have such a positive experience working with Indy now!](https://www.g2.com/survey_responses/indy-review-10504660)"** **Rating:** 4.5/5.0 stars *— Barbara F.* [Read full review](https://www.g2.com/survey_responses/indy-review-10504660) --- **"[An awesome tool to manage the entire business](https://www.g2.com/survey_responses/indy-review-10498883)"** **Rating:** 4.5/5.0 stars *— Gajalakshme R.* [Read full review](https://www.g2.com/survey_responses/indy-review-10498883) --- ### 17. [Jiga](https://www.g2.com/products/jiga/reviews) Sourcing manufactured parts is a very manual, time consuming process. With constant back-and-forth with suppliers via emails and spreadsheets, supply chains become inefficient, slow and error-prone. Jiga makes sourcing parts fast and hassle free. Using Jiga you: -Find the right vetted suppliers -Communicate with them directly -Eliminate friction on quoting and ordering -Track quotes, parts, revisions and orders Supported manufacturing services include CNC machining, 3D printing, sheet metal, injection molding, custom PCBs and more. **Average Rating:** 4.8/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Jiga?** - **Ease of Use:** 9.5/10 (Category avg: 8.9/10) **Who Is the Company Behind Jiga?** - **Seller:** [Jiga](https://www.g2.com/sellers/jiga) - **Year Founded:** 2020 - **HQ Location:** San Francisco, US - **Twitter:** @Jiga3d (123 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/49163038 (115 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 69% Small-Business, 15% Mid-Market #### What Are Recent G2 Reviews of Jiga? **"[Source your manufacturing parts from various suppliers on one portal.](https://www.g2.com/survey_responses/jiga-review-9669142)"** **Rating:** 5.0/5.0 stars *— Pranav K.* [Read full review](https://www.g2.com/survey_responses/jiga-review-9669142) --- **"[You design they build](https://www.g2.com/survey_responses/jiga-review-9666884)"** **Rating:** 4.0/5.0 stars *— Akshat S.* [Read full review](https://www.g2.com/survey_responses/jiga-review-9666884) --- #### What Are G2 Users Discussing About Jiga? - [What is Jiga used for?](https://www.g2.com/discussions/what-is-jiga-used-for) ### 18. [Mimiran](https://www.g2.com/products/mimiran/reviews) Mimiran is the CRM for people who love serving clients, but hate "selling". It's a different take on CRM that's designed to work for you, getting you more leads from your website, getting more conversations with those leads, and turning those conversations into (e)signed clients with compelling, mobile-friendly proposals. Plus, stay in touch with the people who matter with intuitive Call Mode. Build your practice with an intuitive dashboard to stay on top of the sales funnel. And measure the effectiveness of Google AdWords and Facebook campaigns, all the way to revenue. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Mimiran?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Mimiran?** - **Seller:** [Mimiran](https://www.g2.com/sellers/mimiran) - **Year Founded:** 2001 - **HQ Location:** AUSTIN, US - **Twitter:** @Mimiran (2,783 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mimiran (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Mimiran? **"[Mimiran Helps Me Grow My Business](https://www.g2.com/survey_responses/mimiran-review-4275236)"** **Rating:** 5.0/5.0 stars *— Matt K.* [Read full review](https://www.g2.com/survey_responses/mimiran-review-4275236) --- **"[These guys make lead generation much easier](https://www.g2.com/survey_responses/mimiran-review-3057634)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/mimiran-review-3057634) --- #### What Are G2 Users Discussing About Mimiran? - [What is Mimiran used for?](https://www.g2.com/discussions/what-is-mimiran-used-for) ### 19. [Octant](https://www.g2.com/products/octant/reviews) Octant’s powerful capture, proposal management and IDIQ task order management off-the-shelf software – combined with business intelligence, capture, proposal and contract automation and governance capabilities – helps unite business and technology, enrich collaboration, and optimize business performance. **Average Rating:** 1.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Octant?** - **Ease of Use:** 5.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 3.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Octant?** - **Seller:** [Octant](https://www.g2.com/sellers/octant) - **Year Founded:** 2006 - **HQ Location:** Sterling, US - **Twitter:** @OctantSoftware (10,504 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/octant (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise ### 20. [Penna app](https://www.g2.com/products/penna-app/reviews) Penna let you generate and send high-converting, business proposals faster with AI, helping you win more customers in less time. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Penna app?** - **Ease of Use:** 9.2/10 (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 Penna app?** - **Seller:** [Penna app](https://www.g2.com/sellers/penna-app) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Penna app's Pros and Cons? **Pros:** - Presentation Quality (1 reviews) - Proposal Management (1 reviews) **Cons:** - Inadequate AI Performance (1 reviews) ### What Do G2 Reviewers Say About Penna app? *AI-generated summary from verified user reviews* **Pros:** - Users value the **presentation quality** of the Penna app, enabling swift and professional proposal creation. - Users value the **efficiency in proposal management** of Penna app, facilitating quick and professional proposal preparation. **Cons:** - Users find the **inadequate AI performance** can lead to unintended rewrites, complicating their editing experience. #### What Are Recent G2 Reviews of Penna app? **"[Good proposal service](https://www.g2.com/survey_responses/penna-app-review-10528189)"** **Rating:** 4.5/5.0 stars *— Verified User in Graphic Design* [Read full review](https://www.g2.com/survey_responses/penna-app-review-10528189) --- **"[Great software for descriptive proposals](https://www.g2.com/survey_responses/penna-app-review-9622276)"** **Rating:** 4.5/5.0 stars *— Leonardo C.* [Read full review](https://www.g2.com/survey_responses/penna-app-review-9622276) --- ### 21. [Price Tracker](https://www.g2.com/products/price-tracker/reviews) Quote more, quote faster and win more orders. Eliminate manual effort and reduce errors. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **Who Is the Company Behind Price Tracker?** - **Seller:** [Tracker Networks Inc.](https://www.g2.com/sellers/tracker-networks-inc) - **Year Founded:** 2018 - **HQ Location:** Toronto, Ontario - **LinkedIn® Page:** https://www.linkedin.com/company/tracker-networks-inc-/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Price Tracker? **"["Money Saver Shopping"](https://www.g2.com/survey_responses/price-tracker-review-7410671)"** **Rating:** 5.0/5.0 stars *— Mithilesh K.* [Read full review](https://www.g2.com/survey_responses/price-tracker-review-7410671) --- **"[Price Tracker - A Perfect Strategy Planner Tool](https://www.g2.com/survey_responses/price-tracker-review-7421805)"** **Rating:** 5.0/5.0 stars *— Mohit M.* [Read full review](https://www.g2.com/survey_responses/price-tracker-review-7421805) --- ### 22. [Pro-Posal](https://www.g2.com/products/pro-posal/reviews) Professional estimate software that saves you time while making you more money. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Pro-Posal?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Pro-Posal?** - **Seller:** [Lions Share Technology](https://www.g2.com/sellers/lions-share-technology) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business #### What Are Recent G2 Reviews of Pro-Posal? **"[Huge Time Saver](https://www.g2.com/survey_responses/pro-posal-review-163354)"** **Rating:** 5.0/5.0 stars *— Verified User in Cosmetics* [Read full review](https://www.g2.com/survey_responses/pro-posal-review-163354) --- **"[Such a time saver!!](https://www.g2.com/survey_responses/pro-posal-review-27217)"** **Rating:** 5.0/5.0 stars *— Samantha R.* [Read full review](https://www.g2.com/survey_responses/pro-posal-review-27217) --- ### 23. [ProposalApp](https://www.g2.com/products/proposalapp/reviews) ProposalApp™ enhances your sales effectiveness with customized web-based proposals and a single-view dashboard to track, rank and manage your pipeline. **Average Rating:** 3.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate ProposalApp?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.5/10 (Category avg: 8.8/10) **Who Is the Company Behind ProposalApp?** - **Seller:** [ProposalApp](https://www.g2.com/sellers/proposalapp) - **HQ Location:** Holland, MI - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Recent G2 Reviews of ProposalApp? **"[Saves time and energy ](https://www.g2.com/survey_responses/proposalapp-review-526688)"** **Rating:** 4.0/5.0 stars *— Verified User in Consumer Goods* [Read full review](https://www.g2.com/survey_responses/proposalapp-review-526688) --- ### 24. [Proposal Quick Start](https://www.g2.com/products/proposal-quick-start/reviews) RFP Software for Government Contracting Key Features: 1. Rapid Document Shredding: -Instantly shred RFPs, SOWs, and other documents for key terms like “WILL,” “SHALL,” “MUST,” or custom keywords. - Export results to Excel for easy sharing with your proposal and contracts team. 2. Compliance Matrix Creation: - Generate a starter compliance matrix with a single click. - Map FAR clause notations in paragraphs directly to the full Government FAR Clause text. -Track and map requirements between related documents or across sections within the same document. 3. Multi-Document Shredding: - Combine shredded data from multiple MS Word or PDF documents into a single Excel workbook for streamlined analysis. - Textual Difference Analysis and Impact Reporting: 4. Compare draft vs. final versions of proposals or RFP revisions. - View side-by-side differences in a color-coded Excel format. - Highlight changes for quick review and share reports with your team for impact analysis. 5. Acronym Analysis and Consistency Checking: - Automatically extract acronyms and identify undefined or conflicting ones. - Highlight inconsistent usage and generate a report for review. - Extract acronyms directly from solicitation documents for reference. 6. Document Readability - Analyzes document text for Grade-Level Readability - Identifies Long Sentences - Identifies Complex Words - Identifies Positive text 7. FAR Clause Mapping Proposal Quick Start (PQS) is the only software that links FAR Clause text directly to paragraphs containing FAR Clause numeric notations. 8. Gap Analysis: Compare multiple documents for alignment to improve compliance and highlight gaps between documents. With Proposal Quick Start, save time, enhance accuracy, and improve collaboration on proposals and contracts. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Proposal Quick Start?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Proposal Quick Start?** - **Seller:** [Golden Goose AI](https://www.g2.com/sellers/golden-goose-ai) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business #### What Are Proposal Quick Start's Pros and Cons? **Pros:** - Document Management (2 reviews) - Efficiency (2 reviews) - RFP Management (2 reviews) - Artificial Intelligence (1 reviews) - Automation (1 reviews) ### What Do G2 Reviewers Say About Proposal Quick Start? *AI-generated summary from verified user reviews* **Pros:** - Users value the **document management capabilities** of Proposal Quick Start, ensuring compliance and efficiency throughout the proposal process. - Users appreciate the **efficiency** of Proposal Quick Start, saving time and ensuring compliance in proposal development. - Users value the **gap analysis** feature of Proposal Quick Start, enhancing proposal compliance and understanding of lost bids. - Users praise the **fast and intuitive AI features** of Proposal Quick Start, significantly enhancing their proposal process efficiency. - Users value the **automation features** of Proposal Quick Start, dramatically saving time and ensuring compliance in proposals. #### What Are Recent G2 Reviews of Proposal Quick Start? **"[Effortless RFP Analysis with Powerful Tools](https://www.g2.com/survey_responses/proposal-quick-start-review-12135275)"** **Rating:** 5.0/5.0 stars *— Mark P.* [Read full review](https://www.g2.com/survey_responses/proposal-quick-start-review-12135275) --- **"[Best Value for Proposal Support](https://www.g2.com/survey_responses/proposal-quick-start-review-11190236)"** **Rating:** 5.0/5.0 stars *— Stephen O.* [Read full review](https://www.g2.com/survey_responses/proposal-quick-start-review-11190236) --- ### 25. [Quick FPA](https://www.g2.com/products/quick-fpa/reviews) Quick FPA is a software estimation tool that helps create quick and accurate estimates for software projects. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Quick FPA?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Quick FPA?** - **Seller:** [Intelekit](https://www.g2.com/sellers/intelekit) - **Year Founded:** 2015 - **HQ Location:** Cedar Rapids, US - **Twitter:** @quickfpa (202 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/intelekit-corporation/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Quick FPA? **"[Great Product!](https://www.g2.com/survey_responses/quick-fpa-review-98568)"** **Rating:** 5.0/5.0 stars *— Brittany M.* [Read full review](https://www.g2.com/survey_responses/quick-fpa-review-98568) --- **"[A great product for Software Estimation.](https://www.g2.com/survey_responses/quick-fpa-review-98657)"** **Rating:** 5.0/5.0 stars *— shikha g.* [Read full review](https://www.g2.com/survey_responses/quick-fpa-review-98657) --- #### What Are G2 Users Discussing About Quick FPA? - [What is Quick FPA used for?](https://www.g2.com/discussions/what-is-quick-fpa-used-for) ## 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.