# Best Enterprise Proposal Software

## How Many Proposal Software Products Does G2 Track?

**Total Products under this Category:** 293

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank Proposal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 22,600+ Authentic Reviews
- 293+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Proposal Software
 ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=4887&focus%5B%5D=1330543&focus%5B%5D=274&focus%5B%5D=15159&focus%5B%5D=16016&focus%5B%5D=19019)

Highlighted products: Responsive, formerly RFPIO, Oracle CPQ, Loopio, AutogenAI, Conga Composer, Conga CLM, GetAccept, and DealHub AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=loopio&focus%5B%5D=autogenai&focus%5B%5D=conga-composer&focus%5B%5D=conga-conga-clm&focus%5B%5D=getaccept&focus%5B%5D=dealhub-ai&segment=enterprise)

**Sponsored**

### RocketDocs

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-01T16%3A54%3A40Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=6311&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Foracle-cpq%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fproposal%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=a84b20e81f7edca08e2d2f75e7bb9866dd78196303bd9dd034e00b1abc60ce55&secure%5Burl%5D=https%3A%2F%2Frocketdocs.com%2Flp%2Fbook-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks%26utm_content%3Dtopic-proposal&secure%5Burl_type%5D=custom_url)

### [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews)

Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,300

#### How Do G2 Users Rate Responsive, formerly RFPIO?

- **Ease of Use:** 8.7/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.5/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Responsive, formerly RFPIO?

- **Seller:** [Responsive](https://www.g2.com/sellers/responsive)
- **Company Website:** www.responsive.io
- **Year Founded:** 2016
- **HQ Location:** Frisco, Texas
- **Twitter:** @responsiveio  
1,735 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=82217c41f6a5e492d82f08bf2e615eda4cafadcdbd2bcc37d9ca3f315e279e7d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fresponsiveio&secure%5Burl_type%5D=linkedin_company_website)  
716 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Proposal Manager, Proposal Writer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 48% Medium, 39% Large

#### What Do G2 Reviewers Say About Responsive, formerly RFPIO?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Responsive, making RFI management intuitive and efficient.
- Users value the **user-friendly interface** and effective features that streamline response processes and enhance productivity.
- Users value the **efficiency** of Responsive, which simplifies collaboration and accelerates response delivery for RFPs.
- Users appreciate the **time-saving features** of Responsive, enhancing efficiency in project management and content reuse.
- Users value the **efficient team collaboration** features of Responsive, enhancing project management and response coordination.

##### Cons

- Users note a **steep initial learning curve** for advanced features, despite helpful support documentation and resources.
- Users find the **UI not intuitive** , especially for new users who struggle to navigate the platform efficiently.
- Users miss the **missing features** like Q&A pair notifications and support for additional formats.
- Users find the **non-intuitive features** of Responsive frustrating, complicating their searching experience and navigation.
- Users find the **difficult learning** curve challenging initially, but support resources help ease the process over time.

#### What Are Recent G2 Reviews of Responsive, formerly RFPIO?

**["Effortless RFP Management, Clean and Simple Interface"](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)**

**Rating:** 5.0/5.0 stars

_— Jack P._

[Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)

**["Powerful AI and Document Management for better responses"](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11884656)**

**Rating:** 4.0/5.0 stars

_— Rui D._

[Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11884656)

#### What Are G2 Users Discussing About Responsive, formerly RFPIO?

- [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment
- [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment

### [Loopio](https://www.g2.com/products/loopio/reviews)

Loopio is a response management software designed to assist enterprise businesses in streamlining their response processes for Requests for Proposals (RFPs), Requests for Information (RFIs), Security Questionnaires, Due Diligence Questionnaires (DDQs), and other similar documents. This innovative solution leverages advanced machine learning technology, specifically its proprietary Response Intelligence™, to enhance the efficiency and effectiveness of the response process. By providing actionable insights and recommendations, Loopio enables users to work smarter, ultimately leading to the creation of more compelling proposals. Loopio caters to a diverse range of industries, including technology, finance, healthcare, and professional services. With Loopio, users can significantly reduce the time and effort spent on crafting responses, allowing them to focus on strategic initiatives and other critical business activities. Key features of Loopio include its intuitive user interface, a comprehensive content library, and robust collaboration tools. The content library allows users to store and organize previously used responses, making it easy to retrieve and adapt them for new proposals. Collaboration tools enable team members to work together seamlessly, ensuring that all stakeholders can contribute their expertise and insights. Additionally, the software's analytics capabilities provide valuable metrics on response performance, helping teams identify areas for improvement and optimize their approach over time. The benefits of using Loopio extend beyond mere time savings. Organizations that implement this software often experience a significant increase in the number of RFP responses completed, with some reporting up to a 51% improvement. Furthermore, users can save up to 42% in time spent on the response process, allowing them to allocate resources more effectively. Most notably, businesses leveraging Loopio have reported an 85% increase in their success rate for winning new business, underscoring the software's impact on overall performance and competitiveness in the market. With over 1,700 companies relying on Loopio to enhance their response capabilities, the software has established itself as a trusted solution in the realm of response management. By combining advanced technology with user-friendly features, Loopio empowers organizations to respond faster, improve the quality of their submissions, and ultimately secure more business opportunities.

**Average Rating:** 4.6/5.0

**Total Reviews:** 804

#### How Do G2 Users Rate Loopio?

- **Ease of Use:** 9.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Loopio?

- **Seller:** [Loopio Inc.](https://www.g2.com/sellers/loopio-inc)
- **Company Website:** www.loopio.com
- **Year Founded:** 2014
- **HQ Location:** Toronto
- **Twitter:** @loopioinc  
1,664 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26e18252a27ea9b9afc218abedddfce1956cec43fe42c92afba110ae9fcf4a9e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5020707%2F&secure%5Burl_type%5D=linkedin_company_website)  
301 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Proposal Manager, Bid Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 51% Medium, 34% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Loopio, making RFP responses efficient and collaboration seamless.
- Users appreciate Loopio for its **enhanced efficiency** through easy search, quick access to information, and seamless setup.
- Users value Loopio for its **time-saving features** , streamlining proposal management and enhancing team collaboration and efficiency.
- Users appreciate Loopio for its **user-friendly search engine and seamless collaboration features** , enhancing efficiency and communication in projects.
- Users value the **intuitive design** of Loopio, making information retrieval and collaboration seamless and efficient.

##### Cons

- Users note the **missing features** like better Word mapping and keyword search options limit Loopio's effectiveness.
- Users face **occasional search limitations** and difficulties with importing responses, impacting overall usability of Loopio.
- Users struggle with **formatting issues** in Loopio, finding it difficult to maintain consistency during exports and edits.
- Users find the **export issues** frustrating, noting clunky functionality and a lack of filtering options.
- Users find Loopio's **limited features** impede configurability and intuitiveness, affecting overall user experience and efficiency.

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

**["Reliable RFP platform with strong collaboration, but AI and content management still need work"](https://www.g2.com/survey_responses/loopio-review-11957602)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/loopio-review-11957602)

**["Loopio has changed the way I respond to tenders"](https://www.g2.com/survey_responses/loopio-review-11267001)**

**Rating:** 5.0/5.0 stars

_— Jack W._

[Read full review](https://www.g2.com/survey_responses/loopio-review-11267001)

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

- [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment
- [What is Avnio RFx used for?](https://www.g2.com/discussions/what-is-avnio-rfx-used-for)
- [What is Avnio Tables used for?](https://www.g2.com/discussions/what-is-avnio-tables-used-for)

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

Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction.

**Average Rating:** 4.0/5.0

**Total Reviews:** 247

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

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10)

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

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 53% Large, 32% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Oracle CPQ, simplifying complex sales processes and enhancing self-service capabilities.
- Users value the **time-saving features** of Oracle CPQ, streamlining quotes and enhancing efficiency in the sales process.
- Users value the **efficiency of Oracle CPQ** , which streamlines quoting and pricing processes while enhancing accuracy and speed.
- Users value the **sales efficiency** of Oracle CPQ, streamlining processes and enhancing quote accuracy seamlessly.
- Users value the **seamless integrations** of Oracle CPQ with various platforms and Oracle Cloud apps for efficient workflows.

##### Cons

- Users find Oracle CPQ's **complexity** in configuration and setup can hinder initial implementation and ease of use.
- Users experience **bug issues** with Oracle CPQ, affecting performance, loading times, and data handling during use.
- Users find the **complex setup** of Oracle CPQ challenging, particularly when dealing with custom pricing rules and configurations.
- Users face a **difficult initial usage** experience with Oracle CPQ due to its complexity and steep learning curve.
- Users find the **steep learning curve** of Oracle CPQ challenging, resulting in a long adjustment period for new admins.

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

**["Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation"](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)**

**Rating:** 5.0/5.0 stars

_— Manisha Reddy K._

[Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)

**["Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures"](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)**

**Rating:** 5.0/5.0 stars

_— Jeannie E._

[Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)

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

- [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for)
- [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq)
- [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm)
- [What is Oracle CPQ cloud?](https://www.g2.com/discussions/what-is-oracle-cpq-cloud)

### [AutogenAI](https://www.g2.com/products/autogenai/reviews)

AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth.

**Average Rating:** 4.3/5.0

**Total Reviews:** 159

#### How Do G2 Users Rate AutogenAI?

- **Ease of Use:** 7.8/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 7.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind AutogenAI?

- **Seller:** [AutogenAI](https://www.g2.com/sellers/autogenai)
- **Company Website:** autogenai.com
- **Year Founded:** 2022
- **HQ Location:** New York, NY
- **Twitter:** @AutogenAI  
324 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1dcee9c3e2d884a6e2d73724d787cb9bf84067f8a0f18e932361d253543d54e&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautogenai&secure%5Burl_type%5D=linkedin_company_website)  
171 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Bid Writer, Bid Manager
- **Top Industries:** Construction, Facilities Services
- **Company Size:** 50% Large, 36% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving efficiency** of AutogenAI, enabling focus on more critical tasks and priorities.
- Users value the **efficiency** of AutogenAI, which frees up time for important tasks and enhances tender submission processes.
- Users value the **ease of use** of AutogenAI, appreciating its simplicity and powerful capabilities for daily tasks.
- Users appreciate AutogenAI's **versatile functionalities** and integration capabilities that enhance bid management and response quality.
- Users value the **outstanding customer support** from AutogenAI, appreciating responsive advisors and effective training resources.

##### Cons

- Users find the **learning curve steep** , as the complex interface hinders efficient usage and requires considerable effort.
- Users find the **complexity and reloading requirements** of AutogenAI contribute to a frustrating and difficult user experience.
- Users find the interface of AutogenAI to be **not intuitive** , requiring excessive navigation and causing confusion.
- Users face a **steep learning curve** with AutogenAI, requiring time to maximize its multifaceted capabilities and features.
- Users face a **steep learning curve** with AutogenAI, hindering immediate productivity and requiring significant time investment.

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

**["A Reliable Tool for Faster, Smarter Proposal Creation"](https://www.g2.com/survey_responses/autogenai-review-12871483)**

**Rating:** 4.0/5.0 stars

_— Divyam S._

[Read full review](https://www.g2.com/survey_responses/autogenai-review-12871483)

**["Efficient Content Creation with Unique Insights"](https://www.g2.com/survey_responses/autogenai-review-12834910)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/autogenai-review-12834910)

### [Conga Composer](https://www.g2.com/products/conga-composer/reviews)

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.

**Average Rating:** 4.4/5.0

**Total Reviews:** 847

#### How Do G2 Users Rate Conga Composer?

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

#### Who Is the Company Behind Conga Composer?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Salesforce Administrator, Business Analyst
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Medium, 28% Large

#### What Do G2 Reviewers Say About Conga Composer?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **bulk API and integration capabilities** of Conga Composer, enhancing document generation efficiency and performance.
- Users value the **bulk document generation** feature of Conga Composer, enhancing efficiency and performance for complex use cases.
- Users find Conga Composer to be **easy to use** , simplifying document customization and integration with other tools.
- Users value the **time-saving automation** of Conga Composer, simplifying document creation and delivery processes significantly.
- Users value the **seamless integrations** with Salesforce, enhancing efficiency and reducing errors in document creation.

##### Cons

- Users find the **learning curve steep and frustrating** , complicating setup and issue resolution within Conga Composer.
- Users find the **steep learning curve** of Conga Composer challenging, especially with complex formatting and data mapping.
- Users find the **difficulty in learning and navigation** frustrating, affecting efficient use of Conga Composer.
- Users find the **time-consuming setup and performance** challenges of Conga Composer frustrating, especially with large documents.
- Users find the **complex setup** of Conga Composer burdensome, leading to ongoing issues and delayed resolutions.

#### What Are Recent G2 Reviews of Conga Composer?

**["Seamless Salesforce Integration with Outstanding Support"](https://www.g2.com/survey_responses/conga-composer-review-13109142)**

**Rating:** 5.0/5.0 stars

_— Verified User in Online Media_

[Read full review](https://www.g2.com/survey_responses/conga-composer-review-13109142)

**["Efficient Salesforce Document Generation with Consistent, High-ROI Reporting"](https://www.g2.com/survey_responses/conga-composer-review-12706846)**

**Rating:** 4.5/5.0 stars

_— Harshit S._

[Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846)

#### What Are G2 Users Discussing About Conga Composer?

- [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution)
- [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments
- [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do)

### [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews)

Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business.

**Average Rating:** 4.3/5.0

**Total Reviews:** 597

#### How Do G2 Users Rate Conga CLM?

- **Ease of Use:** 8.1/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Conga CLM?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Salesforce Administrator
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 41% Medium, 39% Large

#### What Do G2 Reviewers Say About Conga CLM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of Conga CLM enhances their daily contract management and workflows significantly.
- Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management.
- Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks.
- Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor.
- Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency.

##### Cons

- Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation.
- Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes.
- Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data.
- Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods.
- Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience.

#### What Are Recent G2 Reviews of Conga CLM?

**["Conga CLM: Simplifying Contract Creation, Execution, and Management"](https://www.g2.com/survey_responses/conga-clm-review-10722962)**

**Rating:** 5.0/5.0 stars

_— Ankita K._

[Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962)

**["Flexible Templates and Seamless Salesforce Integration with Helpful Support"](https://www.g2.com/survey_responses/conga-clm-review-13138020)**

**Rating:** 4.5/5.0 stars

_— Eric C._

[Read full review](https://www.g2.com/survey_responses/conga-clm-review-13138020)

#### What Are G2 Users Discussing About Conga CLM?

- [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment
- [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce)
- [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for)
- [What do contract management systems look for?](https://www.g2.com/discussions/what-do-contract-management-systems-look-for)
- [How much does conga cost?](https://www.g2.com/discussions/how-much-does-conga-cost)

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,252

#### How Do G2 Users Rate GetAccept?

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

#### Who Is the Company Behind GetAccept?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Christelle A._

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

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

**Rating:** 5.0/5.0 stars

_— Franck T._

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

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 3,441

#### How Do G2 Users Rate PandaDoc?

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

#### Who Is the Company Behind PandaDoc?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Valeria B._

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

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

**Rating:** 4.5/5.0 stars

_— R K B._

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

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

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

### [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews)

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate

**Average Rating:** 4.3/5.0

**Total Reviews:** 165

#### How Do G2 Users Rate Upland Qvidian?

- **Ease of Use:** 8.2/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Upland Qvidian?

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Company Website:** uplandsoftware.com
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website)  
815 employees on LinkedIn®
- **Ownership:** NASDAQ:UPLD

#### Who Uses This Product?

- **Who Uses This:** Proposal Manager, Proposal Writer
- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 54% Large, 34% Medium

#### What Do G2 Reviewers Say About Upland Qvidian?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Upland Qvidian, facilitating efficient content management and quick questionnaire completion.
- Users find the **content management capabilities** of Upland Qvidian invaluable for enhancing efficiency and team collaboration.
- Users value the **task assignment and content reuse features** in Upland Qvidian for efficient RFP management.
- Users value the **effective content management** in Upland Qvidian, greatly enhancing their library's efficiency and usability.
- Users value the **efficiency** of Upland Qvidian, significantly enhancing content management and streamlining their workflow.

##### Cons

- Users often face **upload issues** as adding questions is cumbersome, hindering collaboration and efficiency in large organizations.
- Users find the **complexity of navigation** in Upland Qvidian can complicate tasks and diminish overall user experience.
- Users find that **adding content can be cumbersome** , wishing for improved categorization and version tracking features.
- Users experience **inadequate search functionality** that leads to irrelevant results and complicates finding the right information.
- Users find Qvidian's interface **not intuitive** , making it challenging to navigate its complex features and functionalities.

#### What Are Recent G2 Reviews of Upland Qvidian?

**["Centralized Content Library, Needs UI Modernization"](https://www.g2.com/survey_responses/upland-qvidian-review-8825807)**

**Rating:** 4.5/5.0 stars

_— Verified User in Outsourcing/Offshoring_

[Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8825807)

**["Efficient Proposal Creation but Needs Enhanced Search"](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)

#### What Are G2 Users Discussing About Upland Qvidian?

- [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do)
- [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio)
- [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software)
- [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for)

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 842

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Thomas C._

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

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

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

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

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

Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs.

**Average Rating:** 4.5/5.0

**Total Reviews:** 95

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

- **Ease of Use:** 8.6/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

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

- **Seller:** [Epicor](https://www.g2.com/sellers/epicor)
- **Year Founded:** 1972
- **HQ Location:** Austin, TX
- **Twitter:** @Epicor  
9,286 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89ee06eeb2c1092926115071b22ad87b028ed4fd4eb02deb7823f4298af79e9e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4617%2F&secure%5Burl_type%5D=linkedin_company_website)  
6,179 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Pharmaceuticals, Construction
- **Company Size:** 60% Medium, 40% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization capabilities** of Epicor CPQ, allowing tailored configurations for diverse products effortlessly.
- Users praise the **ease of use** of Epicor CPQ, highlighting quick updates and a user-friendly interface.
- Users appreciate the **intuitive interface** of Epicor CPQ, making it easy to sell products or services effectively.
- Users value the **simplicity and compatibility** of Epicor CPQ, enhancing their product and service sales experiences.
- Users value the **template customization** , allowing for efficient configurations across multiple products and client needs.

##### Cons

- Users often find the **slow performance** of Epicor CPQ frustrating, especially during high-usage scenarios.
- Users experience **glitch issues** with Epicor CPQ, leading to frustrating screen freezes during heavy usage.
- Users find the **complex implementation** requires a specialist, making adjustments challenging and time-consuming.
- Users find the product's **complexity** requires a specialist for any configurator changes, complicating usability.
- Users find the **complex setup** of Epicor CPQ requires specialist knowledge for effective configuration changes.

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

**["Flexible soltution with a lot of possibilities"](https://www.g2.com/survey_responses/epicor-cpq-review-9824766)**

**Rating:** 4.0/5.0 stars

_— Edwin N._

[Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-9824766)

**["Post launch sucess"](https://www.g2.com/survey_responses/epicor-cpq-review-11140416)**

**Rating:** 5.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-11140416)

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

- [What are the benefits and drawbacks of using Epicor CPQ for configure-price-quote processes?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-epicor-cpq-for-configure-price-quote-processes)
- [What is Epicor CPQ used for?](https://www.g2.com/discussions/what-is-epicor-cpq-used-for)

### [Ombud](https://www.g2.com/products/ombud/reviews)

Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/

**Average Rating:** 4.7/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Ombud?

- **Ease of Use:** 9.4/10 (Category avg: 8.9/10)
- **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10)
- **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10)
- **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Ombud?

- **Seller:** [Ombud](https://www.g2.com/sellers/ombud)
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @ombud  
278 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65822ad206c159466f0bcc11047c8e5ef76ae3515cdcaf85245d4ee01d632055&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fombud%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Large, 46% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **collaborative features** of Ombud, simplifying RFP management and response sharing.
- Users find the **ease of process** with Ombud enhances collaboration and simplifies RFP management and responses.
- Users find Ombud's platform offers **ease of use** , simplifying RFP uploads, collaboration, and response exporting.
- Users find Ombud's **easy RFP collaboration and export** features enhance their proposal submission process significantly.
- Users value the **effortless team collaboration** in Ombud, making RFP management and response preparation seamless.

##### Cons

- Users find Ombud to be **not intuitive** , making it challenging compared to more user-friendly competitors.
- Users find Ombud less **user-friendly** compared to competitors, impacting the ease of their experience.

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

**["Ombud Makes RFPs Easy with an Efficient, AI-Driven Library"](https://www.g2.com/survey_responses/ombud-review-12459120)**

**Rating:** 4.5/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/ombud-review-12459120)

**["Ombud makes RFPs easy"](https://www.g2.com/survey_responses/ombud-review-8840691)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/ombud-review-8840691)

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

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

### [Nintex](https://www.g2.com/products/nintex-nintex/reviews)

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,272

#### How Do G2 Users Rate Nintex?

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

#### Who Is the Company Behind Nintex?

- **Seller:** [Nintex](https://www.g2.com/sellers/nintex)
- **Company Website:** www.nintex.com
- **Year Founded:** 2006
- **HQ Location:** Bellevue, WA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=423950581ab5fd35e7883f210e3d986c7af587acccdd1584f19be80d90c3593b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F258303%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,192 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Analyst, Salesforce Administrator
- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 48% Large, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Nintex to be **easy to use** , facilitating quick upskilling and efficient workflow automation for everyone.
- Users value the **ease of automation** with Nintex, facilitating streamlined workflows and reducing manual workload effectively.
- Users praise the **intuitive workflow management** of Nintex, enabling seamless implementation and reliable automation.
- Users praise the **easy setup** of Nintex, facilitating quick implementation of features without any issues.
- Users value the **versatility** of Nintex, enabling both simple and complex workflow automation with ease and flexibility.

##### Cons

- Users note the **limited features** of Nintex for data tasks, impacting speed and customization flexibility.
- Users experience a **learning curve** with Skuid, finding it challenging to master its advanced features and capabilities.
- Users find Nintex to be **expensive** , especially for smaller teams, which can hinder overall adoption and usage.
- Users find **complexity** in understanding advanced features and managing workflows, which may hinder their productivity and experience.
- Users express concern over **limited customization** options in Nintex, which can hinder advanced workflow design and flexibility.

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

**["Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow"](https://www.g2.com/survey_responses/nintex-review-12729348)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/nintex-review-12729348)

**["Boosts Productivity with No-Code Automation"](https://www.g2.com/survey_responses/nintex-review-12454818)**

**Rating:** 4.0/5.0 stars

_— Valerie D._

[Read full review](https://www.g2.com/survey_responses/nintex-review-12454818)

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

- [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment
- [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for)
- [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for)
- [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment
- [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for)

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,116

#### How Do G2 Users Rate Proposify?

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

#### Who Is the Company Behind Proposify?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Miguel F._

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

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

**Rating:** 4.5/5.0 stars

_— Kevin T._

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

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

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

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 561

#### How Do G2 Users Rate DocSend?

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

#### Who Is the Company Behind DocSend?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Yaroslav B._

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

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

**Rating:** 5.0/5.0 stars

_— Muzammil M._

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

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

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

- ‹ Prev‹ Prev
- 1
- [2](/categories/proposal/enterprise?open_modal_url=%2Fproducts%2Foracle-cpq%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%252Fenterprise%26source%3Dcategory&order=g2_score&page=2#product-list)
- [Next ›Next ›](/categories/proposal/enterprise?open_modal_url=%2Fproducts%2Foracle-cpq%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%252Fenterprise%26source%3Dcategory&order=g2_score&page=2#product-list)

Spotlight Categories

[Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking)

[Sales Compensation Software](https://www.g2.com/categories/sales-compensation)

[Payment Processing Software](https://www.g2.com/categories/payment-processing)

[Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim)

[Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration)

Similar Categories

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

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

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

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

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

Updated 

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

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

Top Tools at a Glance

| 

 | 

Fast, template-driven proposals

 | 

User Review

"PandaDoc gives marketing control without slowing sales down"

 |
| 

 | 

Proposal delivery with sales engagement

 | 

User Review

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

 |
| 

 | 

High-volume RFP and questionnaire responses

 | 

User Review

"Effortless RFP Management, Clean and Simple Interface"

 |
| 

 | 

Complex configuration and pricing proposals

 | 

User Review

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

 |
| 

 | 

Interactive, web-style proposals

 | 

User Review

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

 |
| 

 | 

Services proposals with recurring pricing

 | 

User Review

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

 |
| 

 | 

All-in-one proposal + CPQ automation

 | 

User Review

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

 |
| 

 | 

Proposal-to-billing automation for service firms

 | 

User Review

"Streamlined Proposals & Invoicing with Ease"

 |
| 

 | 

Centralized RFP content management

 | 

User Review

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

 |

* * *

Show More

* * *

## How Do You Choose the Right Proposal Software?

### What You Should Know About Proposal Software

### What is Proposal Software?

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

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

#### What Types of Proposal Software Exist?

**Cloud-based proposal software**

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

**On-premise proposal software**

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

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

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

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

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

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

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

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

### What are the Benefits of Proposal Software?

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

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

### Who Uses Proposal Software?

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

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

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

### What are the Alternatives to Proposal Software?

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

#### Software Related to Proposal Software

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

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

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

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

### Challenges with Proposal Software

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

### Which Companies Should Buy Proposal Software?

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

### How to Buy Proposal Software

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

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

#### Compare Proposal Software Products

**Create a long list**

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

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

**Create a short list**

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

**Conduct demos**

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

#### Selection of Proposal Software

**Choose a selection team**

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

**Negotiation**

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

**Final decision**

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

### What Does Proposal Software Cost?

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

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

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

#### Return on Investment (ROI)

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

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

### Implementation of Proposal Software

**How is Proposal Software Implemented?**

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

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

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