# Best Enterprise Proposal Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* 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 Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,430 reviews) | Fast, template-driven proposals | "[Intuitive, Reliable Document Workflows with Strong Integrations](https://www.g2.com/survey_responses/pandadoc-review-13054495)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,252 reviews) | Proposal delivery with sales engagement | "[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,300 reviews) | High-volume RFP and questionnaire responses | "[Effortless RFP Management, Clean and Simple Interface](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)" | | 4 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (247 reviews) | Complex configuration and pricing proposals | "[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)" | | 5 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (897 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 6 | [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) | 4.7/5.0 (834 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-ai-review-12780504)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (122 reviews) | Services proposals with recurring pricing | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 8 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 9 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (803 reviews) | Centralized RFP content management | "[Intuitive, User-Friendly Interface with Strong Collaboration](https://www.g2.com/survey_responses/loopio-review-13115393)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,669 reviews) | — | "[The best e-signature solution for growing businesses](https://www.g2.com/survey_responses/jotform-sign-review-13068219)" | --- ## What Are the Most Common Questions About Proposal Software? *AI-generated · Last updated: May 26, 2026* ### What most trusted Proposal by sales leaders based on verified user reviews. and key capabilities? Based on G2 reviews, sales teams most often describe proposal software they trust in terms of speed, consistency, and visibility after sending documents. According to verified users, products in this category help teams build proposals from templates, track when buyers open documents, manage approvals, and collect signatures without switching between multiple tools. G2 reviewers mention that strong proposal software also supports CRM integrations, reusable content libraries, and easier collaboration between sales and operations. In recent reviews, PandaDoc is the most frequently mentioned product among eligible options, with users repeatedly highlighting proposal creation speed, template reuse, tracking, and signing workflows that help teams move deals forward. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11856586) – used for fast proposal creation, template reuse, document tracking, and e-signature workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12859481) – helps sales teams create offers quickly, track engagement, and simplify digital signing - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12868863) – supports interactive proposals, customizable templates, and client-friendly presentation experiences ### What best Proposal platforms enabling tracking of engagement metrics and acceptance rates. that deliver strong? Based on G2 reviews, buyers looking for proposal software with engagement tracking should prioritize products that show when documents are opened, what sections prospects spend time on, and when signatures or approvals are completed. According to verified users, these capabilities help sales teams time follow-ups better and keep proposals moving without guesswork. G2 reviewers mention that strong platforms in this area also combine tracking with templates, digital signatures, and easier collaboration so proposal activity is tied directly to execution. Across recent reviews, PandaDoc, GetAccept, and Qwilr are the products most often associated with document visibility, buyer engagement signals, and smoother proposal workflows for sales teams. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11819301) – gives teams visibility into customer views and proposal activity to support sales follow-up - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12681948) – offers real-time engagement tracking so teams can see opens, interactions, and signing progress - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12739009) – helps teams track proposal views and partner engagement while standardizing proposal delivery ### Which Proposal tools include templates and workflows that actually help close deals? Based on G2 reviews, PandaDoc stands out here because verified users repeatedly connect its templates and workflow features to faster proposal delivery, easier collaboration, and quicker signatures. According to verified users, proposal tools that help close deals usually combine reusable templates, content blocks or libraries, reminders, approval flow support, and simple signing steps in one process. G2 reviewers mention that these features reduce manual rework, keep content consistent, and make it easier for reps to personalize proposals without rebuilding them every time. Recent reviews also highlight that effective workflows matter most when they shorten handoffs between sales, reviewers, and customers while keeping document status visible. ### What top Proposal vendors offering integrated e-signature and approval workflow automation. and key capabilities? Based on G2 reviews, leading proposal vendors with integrated e-signature and approval workflow automation help teams move from draft to signed agreement in one system. According to verified users, the most valued capabilities include proposal creation, reusable templates, approval routing, digital signatures, payment collection or invoicing support, and visibility into document status. G2 reviewers mention that these tools reduce manual handoffs, keep records centralized, and help sales, finance, and operations stay aligned during the quote-to-signature process. In recent category reviews, PandaDoc, GetAccept, and Qwilr are repeatedly associated with all-in-one proposal creation, signing, and workflow support that helps organizations keep deals moving. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12719243) – supports electronic quoting, document tracking, certification, and standardized workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12654643) – combines proposal sending, tracking, notifications, and e-signatures in one workflow - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12701678) – connects proposal presentation with signatures and payments to speed deal completion ### What highest rated Proposal for reducing proposal cycle time and improving closure rates? Based on G2 reviews, PandaDoc is the strongest fit for this need because users consistently describe faster proposal creation, quicker sending, and easier signing as key benefits. According to verified users, reducing proposal cycle time usually comes from reusable templates, auto-filled or standardized content, smoother collaboration, reminders, and built-in tracking after documents are sent. G2 reviewers mention that these features help sales teams avoid rebuilding proposals, reduce back-and-forth, and keep customer momentum high. Reviews also connect visibility into opens and signatures with better follow-up timing, which supports stronger close outcomes. For teams prioritizing speed from draft to signed document, recent review themes point most clearly to PandaDoc. ### Which Proposal solutions effectively prevent version confusion and lost opportunities for your organization and specific needs? Based on G2 reviews, solutions that reduce version confusion tend to centralize proposal content, keep one active document source, and make collaboration visible across teams. According to verified users, the biggest pain points before adopting proposal software were scattered files, duplicate edits, outdated content, and manual back-and-forth between sales and reviewers. G2 reviewers mention that tools with shared templates, tracked revisions, content libraries, and in-platform collaboration help teams avoid sending the wrong version or missing follow-up moments. Recent reviews especially emphasize PandaDoc for centralized proposal creation and editing, Qwilr for maintaining one linked proposal version, and GetAccept for keeping communication, offers, and signing activity together in one workflow. ### What most reliable Proposal software based on reviews from sales teams and operations? Based on G2 reviews, reliability in proposal software is usually defined by consistent daily use, easy adoption across sales and operations, and fewer breakdowns between quoting, approvals, and signing. According to verified users, reliable tools help teams create documents quickly, maintain content consistency, track proposal status, and keep customer actions visible without constant manual intervention. G2 reviewers mention that products feel most dependable when they are straightforward to use, integrate into existing workflows, and support both internal collaboration and external customer signing. In the recent review set, PandaDoc, GetAccept, and Qwilr appear most often in reliability-related feedback tied to proposal execution, visibility, and team efficiency. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12579427) – keeps proposal creation, sending, tracking, and signing organized in one place - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12682321) – praised for smooth onboarding, a clear dashboard, and reliable proposal workflow support - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12068746) – helps teams deliver polished, consistent proposals while reducing formatting and workflow overhead ### Which Proposal software handles complex configurations with multiple products and pricing for your organization and specific needs? Based on G2 reviews, proposal software that handles more complex product and pricing scenarios usually combines configurable templates, pricing tables, reusable product content, and stronger quote structure controls. According to verified users, these capabilities matter when teams need to manage bundles, multiple vendor lists, itemized pricing, or project options without rebuilding proposals manually. G2 reviewers mention PandaDoc for compiling pricing with terms and keeping standard content current, Qwilr for customizable quote structures and buyer-selectable options, and QuoteWerks for centralized product, pricing, and bundle management in more detailed quoting workflows. Buyers with more layered quoting needs should look for products that keep product data organized while still making proposals client-friendly. ### How Proposal software that measurably reduces the time from initial quote to send? Based on G2 reviews, proposal software reduces time from initial quote to send by removing repetitive drafting, centralizing pricing and content, and making documents easier to assemble from templates. According to verified users, the biggest time savings come from predefined templates, reusable content blocks, automatic reminders, quote duplication, and integrations that pull information from existing systems. G2 reviewers mention that these features let teams move from customer conversation to proposal delivery much faster, especially when they no longer need to juggle spreadsheets, word processors, and separate signing tools. Across recent reviews, PandaDoc, Qwilr, and QuoteWerks are repeatedly linked to faster quote preparation and smoother quote-to-send workflows. ### What are the best Proposal software platforms designed specifically for sales teams? Based on G2 reviews, the best proposal software platforms for sales teams are the ones that make it easier to create polished proposals fast, track buyer engagement, and move directly into approval or signature steps. According to verified users, sales-focused platforms stand out when they combine templates, CRM-connected workflows, visibility into document activity, and simple collaboration between reps and supporting teams. G2 reviewers mention that sales teams value tools that help them stay consistent while still personalizing offers for each buyer. In the recent review data, PandaDoc, GetAccept, and Qwilr are the most consistently mentioned platforms for sales-driven proposal creation, engagement tracking, and closing workflows. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12678944) – supports sales teams with tailored proposals, content libraries, and streamlined quoting workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12683567) – helps sales teams present, track, and close deals with engagement visibility - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12708455) – speeds proposal creation for sales teams with reusable blocks and CRM-connected workflows ## G2 Grid® for Proposal Software ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=4887&focus%5B%5D=1330543&focus%5B%5D=274&focus%5B%5D=15159&focus%5B%5D=19019&focus%5B%5D=16016) Highlighted products: Responsive, formerly RFPIO, Oracle CPQ, Loopio, AutogenAI, Conga Composer, Conga CLM, DealHub AI, and GetAccept. 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=dealhub-ai&focus%5B%5D=getaccept&segment=enterprise) ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 289 ### Category Stats (Jul 2026) - **Average Rating**: 4.5/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Dasseti ENGAGE (+2.5%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,500+ Authentic Reviews - 289+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Proposal Software Is Best for Your Use Case? - **Best for Small Businesses:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Mid-Market:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best for Enterprise:** [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - **Highest User Satisfaction:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### altaFlow altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-07-17T03%3A49%3A46Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Fqorusdocs%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fproposal%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=3bf23a7005ec6519f99a874dc40b568aa0c552ba0a8f108e73a2c42e60c31142&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [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:** https://www.responsive.io/ - **Year Founded:** 2016 - **HQ Location:** Frisco, Texas - **Twitter:** @responsiveio (1,735 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/responsiveio (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% Mid-Market, 39% Enterprise #### What Are Responsive, formerly RFPIO's Pros and Cons? **Pros:** - Ease of Use (340 reviews) - Features (227 reviews) - Efficiency (186 reviews) - Time-saving (160 reviews) - Team Collaboration (143 reviews) **Cons:** - Learning Curve (71 reviews) - Not Intuitive (60 reviews) - Missing Features (59 reviews) - Non-Intuitive Features (45 reviews) - Difficult Learning (44 reviews) ### What Do G2 Reviewers Say About Responsive, formerly RFPIO? *AI-generated summary from verified user reviews* **Pros:** - Users find Responsive.io's platform incredibly **intuitive and efficient** , significantly enhancing proposal management and team collaboration. - Users appreciate the **user-friendly interface** and effective features, which streamline the response process significantly. - Users value the **efficiency** of Responsive, enabling quick collaboration and streamlined responses across teams. - Users value the **time-saving capabilities** of Responsive, enabling quick content reuse and efficient project management. - Users value the **team collaboration** features of Responsive, enabling seamless project management and efficient responses across teams. **Cons:** - Users note a **steep initial learning curve** for advanced features, though support resources aid in the transition. - Users find the interface **not intuitive** , making navigation challenging, particularly for those unfamiliar with the platform. - Users find the lack of **duplicate Q&A notifications** and unsupported formats a limitation in Responsive's functionality. - Users find the **non-intuitive features** of Responsive frustrating, especially when searching for specific content or locating buttons. - Users face a **difficult learning curve** initially, especially with advanced features and the application's complex UI. #### 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 ### 2. [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, 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:** 803 **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:** https://www.loopio.com - **Year Founded:** 2014 - **HQ Location:** Toronto - **Twitter:** @loopioinc (1,664 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5020707/ (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% Mid-Market, 34% Enterprise #### What Are Loopio's Pros and Cons? **Pros:** - Ease of Use (235 reviews) - Efficiency (146 reviews) - Time-saving (143 reviews) - Features (121 reviews) - Intuitive (112 reviews) **Cons:** - Missing Features (48 reviews) - Limitations (41 reviews) - Formatting Issues (39 reviews) - Export Issues (35 reviews) - Limited Features (35 reviews) ### What Do G2 Reviewers Say About Loopio? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Loopio, which simplifies RFP responses and enhances team collaboration effortlessly. - Users value Loopio's **efficiency** due to its user-friendly search and seamless setup for managing proposals effectively. - Users value Loopio for its **time-saving features** , enabling quick access to information and efficient proposal management. - Users value Loopio's **user-friendly search engine** and efficient collaboration features, enhancing proposal management and team communication. - Users find Loopio's **intuitive design** and user-friendly search engine greatly enhance their efficiency and collaboration. **Cons:** - Users point out the **missing features** in Loopio, particularly with Word mapping and translation options. - Users face **search limitations** and challenges with importing responses, affecting the overall efficiency of Loopio. - Users struggle with **formatting issues** in Loopio, particularly when exporting projects and accessing completed questions. - Users find the **export issues** in Loopio frustrating, citing clunky processes and a need for enhanced functionality. - Users find Loopio's **limited features** hinder usability, particularly in proposal building and managing content libraries effectively. #### What Are Recent G2 Reviews of Loopio? **"[Intuitive, User-Friendly Interface with Strong Collaboration](https://www.g2.com/survey_responses/loopio-review-13115393)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/loopio-review-13115393) --- **"[Streamlines RFP Responses with Ease](https://www.g2.com/survey_responses/loopio-review-11972599)"** **Rating:** 4.0/5.0 stars *— madeleine h.* [Read full review](https://www.g2.com/survey_responses/loopio-review-11972599) --- #### 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) ### 3. [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:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Enterprise, 32% Mid-Market #### What Are Oracle CPQ's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Time-saving (8 reviews) - Efficiency (7 reviews) - Sales Efficiency (7 reviews) - Integrations (6 reviews) **Cons:** - Complexity (5 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Initial Usage Difficulty (4 reviews) - Learning Curve (4 reviews) ### 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 quote accuracy. - Users benefit from **time-saving automation** in Oracle CPQ, leading to quicker and more accurate quote generation. - Users value the **efficiency** of Oracle CPQ, as it streamlines quoting, enhances accuracy, and speeds up processes. - Users value the **sales efficiency** of Oracle CPQ, benefiting from streamlined processes and guided selling features. - Users value the **seamless integration** of Oracle CPQ with other Oracle Cloud apps and Salesforce for improved efficiency. **Cons:** - Users find the **complexity** of Oracle CPQ challenging, especially during initial setup and customization efforts. - Users experience **bug issues** in Oracle CPQ, causing slow performance, data loss, and occasional system hangs. - Users find the **complex setup** of Oracle CPQ challenging, often needing technical expertise for configuration and customization. - Users experience **initial usage difficulty** with Oracle CPQ, facing a steep learning curve and complex configurations. - Users struggle with a **steep learning curve** in Oracle CPQ, making it challenging for new admins to adapt. #### 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) ### 4. [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:** 843 **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:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Salesforce Administrator, Business Analyst - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 28% Enterprise #### What Are Conga Composer's Pros and Cons? **Pros:** - Features (86 reviews) - Document Management (80 reviews) - Ease of Use (72 reviews) - Time-saving (53 reviews) - Integrations (52 reviews) **Cons:** - Learning Curve (48 reviews) - Steep Learning Curve (31 reviews) - Difficulty (26 reviews) - Time-Consuming (25 reviews) - Complex Setup (20 reviews) ### What Do G2 Reviewers Say About Conga Composer? *AI-generated summary from verified user reviews* **Pros:** - Users value the **powerful API** of Conga Composer for efficient bulk document generation and seamless integration. - Users value the **bulk API for efficient document generation** , enhancing performance and simplifying complex use cases. - Users appreciate the **ease of use** of Conga Composer, making document customization and template launching effortless. - Users value the **time-saving automation** of Conga Composer, significantly reducing document creation and delivery times. - Users praise the **seamless integration with Salesforce** , enhancing efficiency and reducing errors in document creation. **Cons:** - Users find the **learning curve steep and frustrating** , often leading to unresolved issues and lengthy ticket processes. - Users experience a **steep learning curve** with Conga Composer due to complex templates and intricate formatting requirements. - Users find the **initial setup difficult** and criticize complex processes and unclear documentation, impacting their experience. - Users find that **time-consuming setup** and slow performance hinder their overall experience with Conga Composer. - Users find the **setup process too complex** , causing significant delays and inefficiencies in resolving ongoing issues. #### 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) ### 5. [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:** 158 **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:** https://autogenai.com/ - **Year Founded:** 2022 - **HQ Location:** New York, NY - **Twitter:** @AutogenAI (324 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/autogenai (171 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Bid Writer, Bid Manager - **Top Industries:** Construction, Facilities Services - **Company Size:** 50% Enterprise, 36% Mid-Market #### What Are AutogenAI's Pros and Cons? **Pros:** - Time-saving (56 reviews) - Efficiency (55 reviews) - Ease of Use (54 reviews) - Features (42 reviews) - Customer Support (38 reviews) **Cons:** - Learning Curve (18 reviews) - User Difficulty (15 reviews) - Not Intuitive (12 reviews) - Steep Learning Curve (11 reviews) - Learning Difficulty (10 reviews) ### What Do G2 Reviewers Say About AutogenAI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving capabilities** of AutogenAI, allowing for more focus on refining their work. - Users appreciate the **efficiency** of AutogenAI, as it significantly speeds up content creation and task completion. - Users find AutogenAI's interface **intuitive and easy to use** , enhancing productivity and streamlining their work processes. - Users appreciate the **exceptional functionality** of AutogenAI, enabling efficient content creation and seamless bid process integration. - Users highlight the **exceptional customer support** of AutogenAI, ensuring prompt solutions and valuable user feedback. **Cons:** - Users find the **learning curve steep** , often struggling with prompt variations while trying to master AutogenAI. - Users find the **user difficulty** to be frustrating due to complex navigation and overwhelming features. - Users find AutogenAI to be **not intuitive** , leading to challenges in effectively navigating and utilizing the software. - Users find the **steep learning curve** of AutogenAI challenging, making it difficult to utilize the platform effectively. - Users find AutogenAI presents a **learning difficulty** , citing its complexity and lack of intuitive design. #### 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) --- ### 6. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business. **Average Rating:** 4.3/5.0 **Total Reviews:** 596 **How Do G2 Users Rate Conga CLM?** - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Conga CLM?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Administrator - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Mid-Market, 39% Enterprise #### What Are Conga CLM's Pros and Cons? **Pros:** - Ease of Use (82 reviews) - Features (61 reviews) - Efficiency (60 reviews) - Contract Management (59 reviews) - Integrations (45 reviews) **Cons:** - Steep Learning Curve (31 reviews) - Learning Curve (29 reviews) - Slow Performance (26 reviews) - Time-Consuming (26 reviews) - Complex Setup (23 reviews) ### What Do G2 Reviewers Say About Conga CLM? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Conga CLM enhances daily management and streamlines the contract workflow. - Users value the **flexibility and intuitive features** of Conga CLM for efficient contract management and workflows. - Users appreciate the **efficiency** of Conga CLM, which automates processes and streamlines contract management effortlessly. - Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor. - Users love the **seamless Salesforce integration** of Conga CLM, enhancing contract management with contextual data and efficiency. **Cons:** - Users find the **steep learning curve** of Conga CLM challenging, citing complex setup and insufficient training resources. - Users find the **learning curve steep** , citing complex setup and poor documentation that hinder effective usage. - Users experience **slow performance** with Conga CLM, especially when handling large data or executing bulk operations. - Users find Conga CLM to be **time-consuming** , particularly during implementation and when managing high contract volumes. - Users find the **initial setup overly complex** with poorly designed custom solutions and inadequate support transfer. #### 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) --- **"[Streamlines Contract Management, But Setup Can Be Challenging](https://www.g2.com/survey_responses/conga-clm-review-11888895)"** **Rating:** 5.0/5.0 stars *— Bhagirath P.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-11888895) --- #### 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) ### 7. [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:** https://www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept (1,433 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (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-Business, 43% Mid-Market #### What Are GetAccept's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Customer Support (44 reviews) - Intuitive (38 reviews) - Helpful (35 reviews) - Time-saving (29 reviews) **Cons:** - Missing Features (13 reviews) - Limited Customization (9 reviews) - Difficult Editing (8 reviews) - Limited Features (7 reviews) - Poor Integration (7 reviews) ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of GetAccept, noting its effectiveness and excellent support throughout the setup process. - Users praise GetAccept for its **great customer support** , highlighting responsiveness and ongoing product development as major benefits. - Users find GetAccept to be incredibly **intuitive and easy to use** , enhancing document workflows and customer engagement. - Users appreciate the **exceptional customer service** of GetAccept, highlighting their responsive support and product evolution. - Users find **GetAccept a huge time-saver** with its accessibility and automation features, enhancing overall productivity. **Cons:** - Users note the absence of **dark mode** and the challenge of displaying multiple signees effectively in GetAccept. - Users face **limited customization** options, causing frustrations and internal complexities with contract management in GetAccept. - Users find the **difficult editing** process in GetAccept hampers their ability to efficiently manage documents and workflows. - Users find the **limited features** of GetAccept frustrating, hindering customization and complicating the contract creation process. - Users experience **poor integration** issues with GetAccept, causing frustration and time spent troubleshooting data errors and drafts. #### 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) --- ### 8. [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:** 834 **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:** https://dealhub.ai/ - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO (3,887 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (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% Mid-Market, 23% Small-Business #### What Are DealHub AI's Pros and Cons? **Pros:** - Customer Support (105 reviews) - Ease of Use (95 reviews) - Time-saving (87 reviews) - Efficiency (85 reviews) - Integrations (81 reviews) **Cons:** - Learning Curve (35 reviews) - Limited Customization (30 reviews) - Steep Learning Curve (23 reviews) - Missing Features (20 reviews) - Integration Issues (19 reviews) ### What Do G2 Reviewers Say About DealHub AI? *AI-generated summary from verified user reviews* **Pros:** - Users commend DealHub's **excellent customer support** , highlighting responsiveness and effective assistance for all challenges. - Users praise the **ease of use** of DealHub, highlighting quick adoption and effective onboarding for their teams. - Users find DealHub to be **time-saving** , enabling quick onboarding and efficient proposal sending, enhancing sales processes significantly. - Users commend DealHub's **efficiency** , allowing seamless management of pricing setups and quick proposal readiness for AEs. - Users value the **excellent integrations** with platforms like HubSpot, enhancing connectivity and efficiency across systems. **Cons:** - Users find the **learning curve steep** , making navigation and managing integrations somewhat cumbersome at first. - Users express disappointment with **limited customization options** , particularly for customer-facing elements like email templates. - Users face a **steep learning curve** with DealHub, making initial implementation and navigation challenging before mastering the platform. - Users find the **missing self-service automation features** frustrating, significantly slowing down implementation and customization processes. - Users face **integration issues** that complicate workflow and may require adjustments for smooth operation on DealHub. #### What Are Recent G2 Reviews of DealHub AI? **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-ai-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-12780504) --- **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-ai-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-12805363) --- #### 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) ### 9. [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:** 3,430 **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:** https://www.pandadoc.com - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @pandadoc (18,428 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2211704/ (895 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 68% Small-Business, 26% Mid-Market #### What Are PandaDoc's Pros and Cons? **Pros:** - Ease of Use (718 reviews) - Document Management (353 reviews) - Simple (337 reviews) - Intuitive (307 reviews) - E-Signatures (304 reviews) **Cons:** - Missing Features (120 reviews) - Expensive (109 reviews) - Signature Issues (106 reviews) - Difficult Editing (98 reviews) - Editing Difficulty (87 reviews) ### What Do G2 Reviewers Say About PandaDoc? *AI-generated summary from verified user reviews* **Pros:** - Users find PandaDoc **easy to navigate** , making client signing efficient and the setup process straightforward. - Users love PandaDoc's **intuitive document management** tools, enhancing workflow efficiency and streamlining approvals effortlessly. - Users value PandaDoc for its **intuitive editing tools** , enabling quick document customization and enhancing workflow efficiency. - Users find PandaDoc to be **intuitive and user-friendly** , enhancing efficiency in managing document completions and e-signatures. - Users appreciate the **ease of use** of PandaDoc, streamlining the signing process and enhancing client communication. **Cons:** - Users are frustrated by **missing features** like document expiration control and dynamic date options in PandaDoc. - Users find PandaDoc **expensive** , making it difficult for small teams and startups to utilize the platform effectively. - Users find the **signature issues** of PandaDoc frustrating, particularly regarding personal signatures and other limitations. - Users experience **difficult editing** , with issues like skipping sections and limitations on making live changes during collaboration. - Users find **editing difficult** in PandaDoc, citing clunky table formatting and challenges with live document collaboration. #### What Are Recent G2 Reviews of PandaDoc? **"[Intuitive, Reliable Document Workflows with Strong Integrations](https://www.g2.com/survey_responses/pandadoc-review-13054495)"** **Rating:** 4.0/5.0 stars *— Cecilia R.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-13054495) --- **"[PandaDoc Streamlines Secure Partner Onboarding](https://www.g2.com/survey_responses/pandadoc-review-13068044)"** **Rating:** 4.0/5.0 stars *— Jyeshat S.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-13068044) --- #### 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 ### 10. [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:** https://uplandsoftware.com/ - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** https://www.linkedin.com/company/3139095/ (815 employees on LinkedIn®) - **Ownership:** NASDAQ:UPLD **Who Uses This Product?** - **Who Uses This:** Proposal Writer, Proposal Manager - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 54% Enterprise, 34% Mid-Market #### What Are Upland Qvidian's Pros and Cons? **Pros:** - Ease of Use (58 reviews) - Document Management (32 reviews) - Content Library (29 reviews) - Features (27 reviews) - Content Management (26 reviews) **Cons:** - Limited Features (18 reviews) - Feature Usability (13 reviews) - Not Intuitive (9 reviews) - Difficult Learning (8 reviews) - Ineffective Search Functionality (8 reviews) ### What Do G2 Reviewers Say About Upland Qvidian? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Upland Qvidian, enhancing collaboration and content accessibility for RFPs. - Users value the **efficient content management** capabilities of Qvidian, significantly enhancing library effectiveness and proposal workflow. - Users find the **Content Library** invaluable for organizing and easily accessing proposal answers, boosting efficiency significantly. - Users value the **quick and reliable access** to proposal content and the ease of using familiar tools. - Users find **content management** invaluable, enhancing efficiency through seamless storing, updating, and innovative support from Qvidian. **Cons:** - Users experience **limited features** in Upland Qvidian, hindering efficiency and causing repetitive tasks during updates. - Users find the **feature usability lacking** , wishing for more streamlined reporting and easier content updates. - Users find Qvidian **not intuitive** , making it challenging to navigate and locate solutions effectively. - Users find the **difficult learning curve** of Upland Qvidian challenging, particularly for first-time functionality and merge code management. - Users struggle with the **ineffective search functionality** in Upland Qvidian, making it hard to locate information quickly. #### What Are Recent G2 Reviews of Upland Qvidian? **"[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) --- **"[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) --- #### 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) ### 11. [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews) Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 95 **How Do G2 Users Rate Epicor CPQ?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Epicor CPQ?** - **Seller:** [Epicor](https://www.g2.com/sellers/epicor) - **Year Founded:** 1972 - **HQ Location:** Austin, TX - **Twitter:** @Epicor (9,286 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4617/ (6,179 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Pharmaceuticals - **Company Size:** 60% Mid-Market, 40% Enterprise #### What Are Epicor CPQ's Pros and Cons? **Pros:** - Customization (2 reviews) - Ease of Use (2 reviews) - Intuitive (1 reviews) - Simple (1 reviews) - Templates (1 reviews) **Cons:** - Slow Performance (2 reviews) - Bug Issues (1 reviews) - Complex Implementation (1 reviews) - Complexity (1 reviews) - Complex Setup (1 reviews) ### What Do G2 Reviewers Say About Epicor CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** in Epicor CPQ, facilitating tailored configurations for diverse products and services. - Users find Epicor CPQ to be **user-friendly** , enabling quick updates and seamless handling of quoting and order processing. - Users praise the **intuitive design** of Epicor CPQ, enhancing their ability to sell products or services easily. - Users value the **simple and user-friendly interface** of Epicor CPQ, enhancing their sales process for products and services. - Users value the **flexibility of using client templates** for efficient multi-product configurations in Epicor CPQ. **Cons:** - Users are frustrated by the **slow performance** of Epicor CPQ, which affects usability and leads to glitches and freezes. - Users often find that Epicor CPQ has **bug issues** , such as glitches and freezing during heavy use. - Users find the **complex implementation** of Epicor CPQ requires a specialist for effective configurator adjustments. - Users find the **complexity** of Epicor CPQ challenging, often requiring a specialist for configurator adjustments. - Users find the **complex setup** of Epicor CPQ requires a specialist 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) ### 12. [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:** https://www.linkedin.com/company/ombud/ (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Enterprise, 46% Mid-Market #### What Are Ombud's Pros and Cons? **Pros:** - Collaboration (1 reviews) - Ease of Process (1 reviews) - Ease of Use (1 reviews) - RFP Management (1 reviews) - Team Collaboration (1 reviews) **Cons:** - Not Intuitive (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Ombud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of collaboration** with Ombud, facilitating seamless RFP uploads and streamlined response exports. - Users value the **ease of process** with Ombud, simplifying RFP uploads and collaboration for efficient responses. - Users value the **ease of use** in Ombud for uploading RFPs and collaborating seamlessly. - Users value the **streamlined RFP management** with Ombud, enabling easy collaboration and efficient response exporting. - Users find the **easy collaboration** in Ombud enhances their RFP processes and simplifies response management. **Cons:** - Users find Ombud's interface **not intuitive** , affecting overall user-friendliness compared to competitors. - Users find Ombud less user-friendly, noting that **UX improvement** is necessary compared to competitors. #### What Are Recent G2 Reviews of Ombud? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About Ombud? - [What is Ombud used for?](https://www.g2.com/discussions/what-is-ombud-used-for) ### 13. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 **How Do G2 Users Rate Nintex?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Nintex?** - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** https://www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,192 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Enterprise, 40% Mid-Market #### What Are Nintex's Pros and Cons? **Pros:** - Ease of Use (31 reviews) - Automation (18 reviews) - Workflow Management (18 reviews) - Easy Setup (15 reviews) - Versatility (15 reviews) **Cons:** - Limited Features (15 reviews) - Learning Curve (13 reviews) - Expensive (9 reviews) - Complexity (8 reviews) - Limited Customization (8 reviews) ### What Do G2 Reviewers Say About Nintex? *AI-generated summary from verified user reviews* **Pros:** - Users find Nintex to be **easy to use** , with a logical flow that simplifies workflow automation and form creation. - Users appreciate the **easy automation of workflows** with Nintex, enjoying a user-friendly, low-code platform for efficiency. - Users appreciate the **intuitive workflow management** of Nintex, which simplifies processes and enhances efficiency. - Users find Nintex's **easy setup** beneficial, enabling quick implementation of features without complications. - Users value the **versatility** of Nintex, effectively handling simple to complex workflows with ease and flexibility. **Cons:** - Users note the **limited features** of Nintex for complex data tasks and flexible interface customization compared to other tools. - Users often face a **learning curve** with Skuid, as fully utilizing its features may require time and training. - Users find Nintex to be **expensive** , particularly frustrating for smaller teams due to high licensing costs. - Users face **complexity challenges** with Nintex, as advanced features and workflows require time and effort to master. - Users notice **limited customization** options in Nintex, which may restrict achieving specific automation and workflow goals. #### 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) ### 14. [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:** 1,111 **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:** https://www.proposify.com/ - **Year Founded:** 2012 - **HQ Location:** Halifax - **Twitter:** @proposify (4,207 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2934548/ (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-Business, 14% Mid-Market #### What Are Proposify's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Templates (17 reviews) - Easy Creation (16 reviews) - Easy Setup (13 reviews) - Template Creation (13 reviews) **Cons:** - Limited Customization (14 reviews) - Difficult Editing (11 reviews) - Editing Difficulties (9 reviews) - Slow Performance (7 reviews) - Layout Issues (6 reviews) ### What Do G2 Reviewers Say About Proposify? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Proposify, making proposal creation quick and efficient with user-friendly features. - Users find that the **abundance of templates** in Proposify enables quick and efficient proposal preparation. - Users love the **easy creation** of proposals with Proposify's diverse templates and user-friendly design features. - Users find Proposify's **easy setup** allows for quick, professional proposals, greatly enhancing efficiency and saving time. - Users value the **template creation feature** of Proposify, allowing for quick and customizable proposals tailored to client needs. **Cons:** - Users note **limited customization** options for advanced features, impacting their ability to tailor proposals effectively. - Users struggle with **difficult editing** , finding the software unintuitive and formatting inconsistent for content creation. - Users find **editing difficulties** in Proposify frustrating, requiring more flexibility and user-friendly design options. - Users experience **slow performance** with Proposify, leading to frustration from lag and slow loading times during use. - Users encounter **layout issues** with Proposify, finding the document editor and pricing tables cumbersome and ineffective. #### What Are Recent G2 Reviews of Proposify? **"[Provides Reliable Accuracy in Generating Proposals and Quick Sending of Quotation Summary to Clients](https://www.g2.com/survey_responses/proposify-review-12957267)"** **Rating:** 5.0/5.0 stars *— Andre F.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12957267) --- **"[Effortlessly Bridges Sales and Marketing](https://www.g2.com/survey_responses/proposify-review-12868681)"** **Rating:** 4.5/5.0 stars *— Maria A.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12868681) --- #### What Are G2 Users Discussing About Proposify? - [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment ### 15. [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:** 560 **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:** https://www.linkedin.com/company/167251/ (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:** 76% Small-Business, 21% Mid-Market #### What Are DocSend's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Document Management (35 reviews) - Features (28 reviews) - Security (28 reviews) - Easy Sharing (23 reviews) **Cons:** - Expensive (11 reviews) - App Functionality (8 reviews) - Lacking Features (6 reviews) - Limited Customization (6 reviews) - Pricing Concerns (6 reviews) ### What Do G2 Reviewers Say About DocSend? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of DocSend, enabling quick setup and efficient document tracking for enhanced productivity. - Users value the **powerful and secure document management** features of DocSend, ensuring effective sharing and insightful tracking. - Users appreciate the **real-time analytics** of DocSend, enhancing follow-ups with valuable insights on document engagement. - Users value the **secure document sharing** of DocSend, ensuring professional and protected transmissions of their work. - Users appreciate the **easy sharing** capabilities of DocSend, enhancing visibility and control over document engagement. **Cons:** - Users find DocSend's pricing structure **too expensive** for its limited capabilities, especially for startups. - Users struggle with **poor app functionality** , including connectivity issues, limited file type support, and high pricing for upgrades. - Users criticize the **lack of essential features** , including limited connectivity and expensive pricing for upgrades. - Users find the **limited customization** options in DocSend restrict their adaptability for growing marketing and collaboration needs. - Users express **pricing concerns** over DocSend's frequent price changes and high costs for multiple user access. #### 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) ### 16. [QorusDocs](https://www.g2.com/products/qorusdocs/reviews) QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com **Average Rating:** 4.4/5.0 **Total Reviews:** 166 **How Do G2 Users Rate QorusDocs?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10) **Who Is the Company Behind QorusDocs?** - **Seller:** [QorusDocs](https://www.g2.com/sellers/qorusdocs) - **Year Founded:** 2012 - **HQ Location:** Seattle, WA - **Twitter:** @qorusdocs (2,614 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1203323/ (62 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Enterprise, 31% Mid-Market #### What Are QorusDocs's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Document Management (18 reviews) - Customer Support (15 reviews) - Content Management (13 reviews) - Features (13 reviews) **Cons:** - Limited Features (6 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Slow Performance (4 reviews) - Software Bugs (4 reviews) ### What Do G2 Reviewers Say About QorusDocs? *AI-generated summary from verified user reviews* **Pros:** - Users find **QorusDocs easy to use** , streamlining proposal writing with efficient content search and helpful templates. - Users value the **document management capabilities** of QorusDocs for easy content retrieval and centralized storage. - Users praise the **customer support** of QorusDocs for being knowledgeable, fast, and highly helpful. - Users value the **easy access to organized content** in QorusDocs, enhancing efficiency and simplifying document management. - Users appreciate the **ease of searching and inserting proposal content** with QorusDocs, enhancing their workflow efficiency. **Cons:** - Users note **limited features** in QorusDocs, like lack of content reordering and no built-in search, hindering usability. - Users report **bug issues** in QorusDocs, causing frustration due to frequent updates and slow ticket resolution. - Users note that the **complex setup** requires technical expertise and may challenge organizations without standardized processes. - Users often experience **slow performance** with QorusDocs, leading to delays in opening documents and occasional application hangs. - Users face occasional **software bugs** that can frustrate workflows, despite ongoing improvements and quick resolutions. #### What Are Recent G2 Reviews of QorusDocs? **"[Well-Designed AI Skills for Fast, Fully Formatted RFP Drafts](https://www.g2.com/survey_responses/qorusdocs-review-12227518)"** **Rating:** 5.0/5.0 stars *— Gordon B.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-12227518) --- **"[QorusDocs helps me to automatize pursuits set up process](https://www.g2.com/survey_responses/qorusdocs-review-10744690)"** **Rating:** 5.0/5.0 stars *— Mariana F.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-10744690) --- #### What Are G2 Users Discussing About QorusDocs? - [What is QorusDocs used for?](https://www.g2.com/discussions/what-is-qorusdocs-used-for) - 1 comment - [What does Qorus do?](https://www.g2.com/discussions/what-does-qorus-do) - 1 comment - [What is Proposal Management Software?](https://www.g2.com/discussions/what-is-proposal-management-software) - [What is RFP software?](https://www.g2.com/discussions/qorusdocs-what-is-rfp-software) - [What is qorus breeze?](https://www.g2.com/discussions/what-is-qorus-breeze) ### 17. [XaitPorter](https://www.g2.com/products/xaitporter/reviews) XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content. **Average Rating:** 4.6/5.0 **Total Reviews:** 51 **How Do G2 Users Rate XaitPorter?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.8/10) **Who Is the Company Behind XaitPorter?** - **Seller:** [Xait](https://www.g2.com/sellers/xait) - **Year Founded:** 2000 - **HQ Location:** Sandnes, Norway - **Twitter:** @xaitgroup (701 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/110126/ (94 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Oil & Energy, Computer Software - **Company Size:** 57% Mid-Market, 31% Enterprise #### What Are Recent G2 Reviews of XaitPorter? **"[Efficient collaboration with intuitive interface is possible](https://www.g2.com/survey_responses/xaitporter-review-8337616)"** **Rating:** 4.5/5.0 stars *— Richard C.* [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8337616) --- **"[My Firsthand Experience with XaitPorter: A Comprehensive Review](https://www.g2.com/survey_responses/xaitporter-review-8317554)"** **Rating:** 5.0/5.0 stars *— Deepansh K.* [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8317554) --- #### What Are G2 Users Discussing About XaitPorter? - [What is XaitPorter used for?](https://www.g2.com/discussions/what-is-xaitporter-used-for) ### 18. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. **Average Rating:** 4.4/5.0 **Total Reviews:** 191 **How Do G2 Users Rate QuoteWerks?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10) **Who Is the Company Behind QuoteWerks?** - **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies) - **Company Website:** https://www.quotewerks.com - **Year Founded:** 1993 - **HQ Location:** Orlando, FL - **Twitter:** @QuoteWerks (1,133 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (48 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** President, Owner - **Top Industries:** Information Technology and Services, Computer Networking - **Company Size:** 72% Small-Business, 20% Mid-Market #### What Are QuoteWerks's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Efficiency (10 reviews) - Templates (9 reviews) - Efficiency Improvement (8 reviews) - Integrations (8 reviews) **Cons:** - Poor Interface Design (4 reviews) - Complex Setup (3 reviews) - Dated Interface (2 reviews) - Expensive (2 reviews) - Billing Issues (1 reviews) ### What Do G2 Reviewers Say About QuoteWerks? *AI-generated summary from verified user reviews* **Pros:** - Users find **QuoteWerks easy to use** , benefiting from quick, seamless quote creation and integrated workflow enhancements. - Users value the **efficiency** of QuoteWerks, which effortlessly streamlines quote creation and enhances overall workflow. - Users appreciate the **customizable templates** of QuoteWerks, enhancing professionalism and streamlining the quoting process efficiently. - Users appreciate the **efficiency improvement** of QuoteWerks, enhancing workflow and reducing errors while creating professional quotes rapidly. - Users appreciate the **seamless integrations** of QuoteWerks, enhancing workflows and reducing errors in connected systems. **Cons:** - Users highlight a **poor interface design** that feels outdated and complicates initial navigation and setup. - Users find the **complex setup** of QuoteWerks time-consuming, particularly with numerous products and CRM integration. - Users find the **datted interface** of QuoteWerks impacts navigation and usability, seeking a more modern design. - Users feel the product is **expensive** and note that deployment and integration take longer than anticipated. - Users note that **billing issues** and slow deployment times can hinder the overall effectiveness of QuoteWerks. #### What Are Recent G2 Reviews of QuoteWerks? **"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"** **Rating:** 4.5/5.0 stars *— Yolanda J.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508) --- **"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"** **Rating:** 5.0/5.0 stars *— Rachel N.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369) --- #### What Are G2 Users Discussing About QuoteWerks? - [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for) ### 19. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase **Average Rating:** 4.7/5.0 **Total Reviews:** 454 **How Do G2 Users Rate RELAYTO AI?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10) **Who Is the Company Behind RELAYTO AI?** - **Seller:** [Relayto](https://www.g2.com/sellers/relayto) - **Year Founded:** 2023 - **HQ Location:** San Francisco , California - **Twitter:** @relayter (2,206 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/relayto/ (46 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Student, Executive Assistant - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small-Business, 24% Mid-Market #### What Are RELAYTO AI's Pros and Cons? **Pros:** - Ease of Use (118 reviews) - Features (70 reviews) - User Interface (64 reviews) - Quality (63 reviews) - Easy Creation (61 reviews) **Cons:** - Learning Curve (58 reviews) - Learning Difficulty (50 reviews) - Steep Learning Curve (42 reviews) - Initial Difficulty (34 reviews) - Initial Usage Difficulty (18 reviews) ### What Do G2 Reviewers Say About RELAYTO AI? *AI-generated summary from verified user reviews* **Pros:** - Users commend RELAYTO AI for its **easy-to-use interface** , making interactive content creation effortless and accessible for everyone. - Users appreciate the **intuitive interface and diverse features** in RELAYTO AI, enhancing document customization and workflow efficiency. - Users praise RELAYTO's **user-friendly interface** , making it easy to create and customize engaging content effortlessly. - Users commend the **high quality and intuitive design** of RELAYTO, enhancing content creation with ease and efficiency. - Users praise RELAYTO AI for its **easy creation** of content, enabling intuitive workflows and dynamic presentations effortlessly. **Cons:** - Users encounter a **noticeable learning curve** initially with Relayto, but it becomes rewarding with familiarity and practice. - Users find it can take time to overcome the **learning difficulty** of navigating Relayto AI's platform effectively. - Users experience a **steep learning curve** initially with Relayto AI, but it leads to greater creative efficiency over time. - Users find that there's an initial **learning curve** with Relayto AI, making navigation somewhat challenging for newcomers. - New users may face a **steep learning curve** with Relayto AI, requiring time to familiarize with its features. #### What Are Recent G2 Reviews of RELAYTO AI? **"[RELAYTO AI Makes Interactive, Polished Presentations Quick and Easy](https://www.g2.com/survey_responses/relayto-ai-review-12935383)"** **Rating:** 4.5/5.0 stars *— Cooper L.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12935383) --- **"[Transforming Static Content into Engaging Experiences](https://www.g2.com/survey_responses/relayto-ai-review-12963519)"** **Rating:** 4.5/5.0 stars *— Connor D.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12963519) --- #### What Are G2 Users Discussing About RELAYTO AI? - [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks) - [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments - [What is RELAYTO?](https://www.g2.com/discussions/what-is-relayto) - 1 comment ### 20. [Pricefx](https://www.g2.com/products/pricefx/reviews) Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts. **Average Rating:** 4.4/5.0 **Total Reviews:** 131 **How Do G2 Users Rate Pricefx?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Pricefx?** - **Seller:** [Pricefx](https://www.g2.com/sellers/pricefx) - **Company Website:** https://www.pricefx.com - **Year Founded:** 2011 - **HQ Location:** Prague, Czech Republic - **Twitter:** @Price_fx (4,767 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/price-f-x-/ (377 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Pricing Manager - **Top Industries:** Automotive, Building Materials - **Company Size:** 61% Enterprise, 22% Mid-Market #### What Are Pricefx's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Flexibility (5 reviews) - Efficiency (4 reviews) - Integrations (4 reviews) - Customer Support (3 reviews) **Cons:** - Complex Implementation (2 reviews) - Difficult Learning Process (2 reviews) - Expensive (2 reviews) - Feature Usability (2 reviews) - Integration Issues (2 reviews) ### What Do G2 Reviewers Say About Pricefx? *AI-generated summary from verified user reviews* **Pros:** - Users find Pricefx to offer **excellent ease of use** , facilitating quick implementation and seamless integrations with existing systems. - Users value the **flexibility** of Pricefx, enabling tailored pricing strategies and seamless integration across diverse business needs. - Users appreciate the **efficiency** of Pricefx in managing pricing optimization quickly and effectively across various markets. - Users praise Pricefx for its **seamless integration capabilities** , easily connecting with systems like SAP and Salesforce. - Users commend the **excellent customer support** of Pricefx, noting their proactive and knowledgeable assistance throughout the process. **Cons:** - Users find the **complex implementation** challenging due to steep learning curves and the need for extensive customization. - Users find the **difficult learning process** challenging, especially with advanced configurations and initial setup for new users. - Users find the product **expensive** due to high costs and the need for additional fees for development. - Users find some **feature usability issues** in Pricefx, as navigating options can become confusing and cumbersome at times. - Users face **integration issues** with Pricefx, finding the partner ecosystem difficult and requiring significant effort for configurations. #### What Are Recent G2 Reviews of Pricefx? **"[End-to-End Pricing Journey in the Cloud with Scalable Architecture](https://www.g2.com/survey_responses/pricefx-review-12942922)"** **Rating:** 4.5/5.0 stars *— Suyash A.* [Read full review](https://www.g2.com/survey_responses/pricefx-review-12942922) --- **"[Transformational Pricing Software with Seamless Integration](https://www.g2.com/survey_responses/pricefx-review-12495555)"** **Rating:** 4.5/5.0 stars *— vikas k.* [Read full review](https://www.g2.com/survey_responses/pricefx-review-12495555) --- #### What Are G2 Users Discussing About Pricefx? - [What is your experience with Pricefx for dynamic pricing, and how has it impacted your business strategy?](https://www.g2.com/discussions/what-is-your-experience-with-pricefx-for-dynamic-pricing-and-how-has-it-impacted-your-business-strategy) - [What is price Optimising system?](https://www.g2.com/discussions/what-is-price-optimising-system) - [What is software pricing?](https://www.g2.com/discussions/pricefx-what-is-software-pricing) - [When was Pricefx founded?](https://www.g2.com/discussions/when-was-pricefx-founded) ### 21. [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews) Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing. **Average Rating:** 4.3/5.0 **Total Reviews:** 50 **How Do G2 Users Rate Tacton CPQ?** - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Tacton CPQ?** - **Seller:** [Tacton](https://www.g2.com/sellers/tacton) - **Year Founded:** 1998 - **HQ Location:** Stockholm, Sweden - **Twitter:** @TactonSystems (1,180 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/43155/ (246 employees on LinkedIn®) - **Phone:** +46 (0) 8 690 07 50 **Who Uses This Product?** - **Top Industries:** Mechanical or Industrial Engineering, Industrial Automation - **Company Size:** 63% Enterprise, 19% Small-Business #### What Are Tacton CPQ's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Integrations (1 reviews) - Flexibility (1 reviews) - Implementation Ease (1 reviews) - Integrations (1 reviews) **Cons:** - Dependency Issues (1 reviews) - Expensive (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Poor Interface Design (1 reviews) ### What Do G2 Reviewers Say About Tacton CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Tacton CPQ, appreciating its smart configuration and quick quoting capabilities. - Users benefit from the **easy integrations** of Tacton CPQ, enhancing their overall experience with streamlined processes. - Users value the **flexibility** of Tacton CPQ, praising its adaptability across various channels for enhanced integration. - Users praise the **implementation ease** of Tacton CPQ, benefiting from smart configuration and seamless integration. - Users value the **seamless integration** of Tacton CPQ, enhancing efficiency and streamlining their workflows effectively. **Cons:** - Users face challenges due to the **dependency issues** with Tacton CPQ, impacting customization and usability. - Users find the **costly setup** of Tacton CPQ to be a significant barrier to effective implementation. - Users face a **steep learning curve** with Tacton CPQ, making initial adoption challenging and time-consuming. - Users find the **limited customization** options in Tacton CPQ restrictive, hindering their ability to tailor the product effectively. - Users find the **poor interface design** of Tacton CPQ frustrating, impacting their overall user experience negatively. #### What Are Recent G2 Reviews of Tacton CPQ? **"[Tacton CPQ](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)"** **Rating:** 5.0/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-10552357) --- **"[CPQ determines the right product to deliver based on customer needs to solve a problem.](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)"** **Rating:** 4.5/5.0 stars *— Verified User in Food Production* [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-9894241) --- #### What Are G2 Users Discussing About Tacton CPQ? - [What is CPQ in manufacturing?](https://www.g2.com/discussions/what-is-cpq-in-manufacturing) - [What does CPQ mean?](https://www.g2.com/discussions/what-does-cpq-mean) - [What is Tacton CPQ?](https://www.g2.com/discussions/what-is-tacton-cpq) - 1 comment ### 22. [RocketDocs](https://www.g2.com/products/rocketdocs/reviews) 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. **Average Rating:** 4.2/5.0 **Total Reviews:** 103 **How Do G2 Users Rate RocketDocs?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10) **Who Is the Company Behind RocketDocs?** - **Seller:** [RocketDocs](https://www.g2.com/sellers/rocketdocs) - **Company Website:** https://rocketdocs.com/ - **Year Founded:** 1994 - **HQ Location:** Dallas, TX - **LinkedIn® Page:** https://www.linkedin.com/company/rocketdocs (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Insurance - **Company Size:** 50% Mid-Market, 32% Enterprise #### What Are RocketDocs's Pros and Cons? **Pros:** - Document Management (9 reviews) - Content Management (7 reviews) - Content Library (5 reviews) - Ease of Use (5 reviews) - Efficiency (5 reviews) **Cons:** - Inefficient Search Functionality (3 reviews) - Learning Curve (3 reviews) - Manual Processes (3 reviews) - Content Management (2 reviews) - Difficult Adjustments (2 reviews) ### What Do G2 Reviewers Say About RocketDocs? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **document management capabilities** of RocketDocs, streamlining workflows and enhancing knowledge base efficiency. - Users value the **efficient content management** of RocketDocs, simplifying drafting and ensuring easy access to information. - Users value the **accessible content library** of RocketDocs, enhancing collaboration and simplifying the RFP submission process. - Users appreciate the **ease of use** of RocketDocs, streamlining workflows and simplifying content approval processes. - Users value the **efficiency** of RocketDocs, streamlining workflows and facilitating seamless content approvals with smart features. **Cons:** - Users find the **inefficient search functionality** of RocketDocs makes navigating large databases quite difficult. - Users find the **learning curve intimidating** , especially with complex features and navigating the search functionality. - Users struggle with the **manual processes** required for document uploads, finding them time-consuming and inefficient. - Users struggle with **limited filtering capabilities** and face challenges in generating and exporting documents effectively. - Users find **difficult adjustments** within RocketDocs, struggling with filtering and document generation challenges. #### What Are Recent G2 Reviews of RocketDocs? **"[Easy to Learn and Great for Quickly Finding Proposal Information](https://www.g2.com/survey_responses/rocketdocs-review-12608293)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12608293) --- **"[Efficient Answer Management, Seamless Bulk Updates](https://www.g2.com/survey_responses/rocketdocs-review-12771812)"** **Rating:** 5.0/5.0 stars *— Christian C.* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12771812) --- #### What Are G2 Users Discussing About RocketDocs? - [What are the benefits and drawbacks of using RocketDocs for proposal management, and what features do you find most useful?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-rocketdocs-for-proposal-management-and-what-features-do-you-find-most-useful) - [What is RocketDocs used for?](https://www.g2.com/discussions/what-is-rocketdocs-used-for) ### 23. [ClientPoint](https://www.g2.com/products/clientpoint/reviews) Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify **Average Rating:** 4.5/5.0 **Total Reviews:** 198 **How Do G2 Users Rate ClientPoint?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind ClientPoint?** - **Seller:** [ClientPoint](https://www.g2.com/sellers/clientpoint) - **Year Founded:** 2009 - **HQ Location:** Carlsbad, CA - **Twitter:** @ClientPoint (108 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/clientpoint/ (23 employees on LinkedIn®) - **Phone:** -9234 **Who Uses This Product?** - **Who Uses This:** Business Development Manager, Business Development Executive - **Top Industries:** Facilities Services, Security and Investigations - **Company Size:** 34% Mid-Market, 33% Enterprise #### What Are ClientPoint's Pros and Cons? **Pros:** - AI Technology (1 reviews) - Client Management (1 reviews) - Customer Success (1 reviews) - Document Management (1 reviews) - Ease of Use (1 reviews) **Cons:** - Performance Issues (1 reviews) - Saving Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Upload Issues (1 reviews) ### What Do G2 Reviewers Say About ClientPoint? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use and insightful features** of ClientPoint for managing complex sales processes effectively. - Users love the **ease of client management** in ClientPoint, enhancing tracking and organization throughout the sales process. - Users appreciate the **efficiency in managing documents** and seamless handoff to customer success teams with ClientPoint. - Users value the **document management capabilities** of ClientPoint for organizing and tracking sales materials efficiently. - Users admire the **ease of use** of ClientPoint, simplifying the process of managing sales documentation effectively. **Cons:** - Users experience **performance issues** with slow page loading and delays in uploading and saving documents. - Users experience **slow saving issues** with ClientPoint, resulting in frustrating delays when uploading documents. - Users experience **slow loading times** with ClientPoint, causing delays when uploading and saving documents. - Users experience **slow performance** with ClientPoint, facing delays when loading pages and uploading documents. - Users experience **upload issues** with slow page loading and long wait times for saving documents. #### What Are Recent G2 Reviews of ClientPoint? **"[Great Product - Helped Close Business](https://www.g2.com/survey_responses/clientpoint-review-10374781)"** **Rating:** 4.5/5.0 stars *— Sue F.* [Read full review](https://www.g2.com/survey_responses/clientpoint-review-10374781) --- **"[Products review](https://www.g2.com/survey_responses/clientpoint-review-8808385)"** **Rating:** 4.0/5.0 stars *— gasiram a.* [Read full review](https://www.g2.com/survey_responses/clientpoint-review-8808385) --- #### What Are G2 Users Discussing About ClientPoint? - [What is ClientPoint used for?](https://www.g2.com/discussions/what-is-clientpoint-used-for) ### 24. [Oneflow](https://www.g2.com/products/oneflow/reviews) Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control. **Average Rating:** 4.4/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Oneflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Oneflow?** - **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow) - **Year Founded:** 2012 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @oneflowcom (261 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3504313/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Konsultchef - **Top Industries:** Staffing and Recruiting, Computer Software - **Company Size:** 44% Small-Business, 43% Mid-Market #### What Are Oneflow's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Intuitive (14 reviews) - Efficiency (12 reviews) - Contract Management (8 reviews) - Customer Support (8 reviews) **Cons:** - Missing Features (12 reviews) - Document Management (5 reviews) - Limited Customization (5 reviews) - Expensive (4 reviews) - Feature Usability (4 reviews) ### What Do G2 Reviewers Say About Oneflow? *AI-generated summary from verified user reviews* **Pros:** - Users find Oneflow incredibly **easy to use** , simplifying contract management and enhancing workflow efficiency seamlessly. - Users find Oneflow to be **intuitive and easy to use** , enhancing their contract management experience significantly. - Users find Oneflow to be a **highly efficient tool** that streamlines contract management and enhances workflow organization. - Users value the **simplified contract management** with Oneflow, enhancing workflow efficiency and organization significantly. - Users value the **fast and accurate customer support** from OneFlow, enhancing their overall experience effectively. **Cons:** - Users find Oneflow lacking in **customization features** , integrations, and bulk contract management, affecting overall efficiency. - Users find the **document management features lacking** , particularly in integration and multi-contract handling capabilities. - Users desire more **customization options** in Oneflow to enhance flexibility and streamline workflows effectively. - Users feel Oneflow is **quite expensive** , especially given the limited functionalities and features compared to competitors. - Users find that Oneflow's **feature usability** is lacking compared to competitors, affecting their overall experience. #### What Are Recent G2 Reviews of Oneflow? **"[Useful Renewal Reminders That Keep Us on Track](https://www.g2.com/survey_responses/oneflow-review-12858184)"** **Rating:** 4.0/5.0 stars *— Lee-Anne L.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184) --- **"[Smooth, modern contract workflows that make collaboration easy](https://www.g2.com/survey_responses/oneflow-review-11224592)"** **Rating:** 4.5/5.0 stars *— Magdalena Z.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592) --- #### What Are G2 Users Discussing About Oneflow? - [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment ### 25. [Qwilr](https://www.g2.com/products/qwilr/reviews) Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/ **Average Rating:** 4.6/5.0 **Total Reviews:** 897 **How Do G2 Users Rate Qwilr?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Qwilr?** - **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr) - **Company Website:** https://qwilr.com - **Year Founded:** 2014 - **HQ Location:** Redfern, New South Wales - **Twitter:** @Qwilr (2,506 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5173204/ (103 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small-Business, 16% Mid-Market #### What Are Qwilr's Pros and Cons? **Pros:** - Ease of Use (90 reviews) - Templates (49 reviews) - Easy Setup (48 reviews) - Simple (47 reviews) - Customer Support (44 reviews) **Cons:** - Limited Customization (25 reviews) - Integration Issues (18 reviews) - Missing Features (18 reviews) - Difficult Editing (16 reviews) - Limited Features (16 reviews) ### What Do G2 Reviewers Say About Qwilr? *AI-generated summary from verified user reviews* **Pros:** - Users commend Qwilr for its **ease of use** , enabling quick proposal creation with a simple, intuitive interface. - Users value the **customizable templates** of Qwilr, enhancing proposals and improving client interactions effectively. - Users find the **easy setup** of Qwilr impressive, enabling quick creation of dynamic proposals without needing support. - Users commend the **simplicity and ease of use** of Qwilr, streamlining workflows and enhancing team collaboration. - Users commend Qwilr's **exceptional customer support** , highlighting clarity and helpfulness in addressing their queries and concerns. **Cons:** - Users find the **limited customization options** in Qwilr frustrating when trying to create tailored proposals. - Users report **integration issues** with Qwilr, particularly with payment options and specific accounting software compatibility. - Users find the **missing features** frustrating, particularly in design customization and integrations with other tools. - Users express frustration with **difficult editing** , feeling restricted by layout controls and slow customization processes. - Users find Qwilr's features **limited** , especially regarding text rearrangement and document integration for enhanced functionality. #### What Are Recent G2 Reviews of Qwilr? **"[Flexible Drag-and-Drop Proposals, Great HubSpot Integration, and Stellar Support](https://www.g2.com/survey_responses/qwilr-review-12950377)"** **Rating:** 5.0/5.0 stars *— Ryan P.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12950377) --- **"[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)"** **Rating:** 4.5/5.0 stars *— Erik S.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-6913855) --- #### What Are G2 Users Discussing About Qwilr? - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) - [E-Signature Software](https://www.g2.com/categories/e-signature) - [Document Generation Software](https://www.g2.com/categories/document-generation) - [RFP Software](https://www.g2.com/categories/rfp) - [AI Proposal Generator Tools Software](https://www.g2.com/categories/ai-proposal-generator-tools) --- ## How Do You Choose the Right Proposal Software? ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.