# Best Proposal Software - Page 4 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,427 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 (1,251 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 (1,299 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](https://www.g2.com/products/dealhub/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-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 | "[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,665 reviews) | — | "[The best e-signature solution for growing businesses](https://www.g2.com/survey_responses/jotform-sign-review-13068219)" | --- ## What Are the Most Common Questions About Proposal Software? *AI-generated · Last updated: May 26, 2026* ### What most trusted Proposal by sales leaders based on verified user reviews. and key capabilities? Based on G2 reviews, sales teams most often describe proposal software they trust in terms of speed, consistency, and visibility after sending documents. According to verified users, products in this category help teams build proposals from templates, track when buyers open documents, manage approvals, and collect signatures without switching between multiple tools. G2 reviewers mention that strong proposal software also supports CRM integrations, reusable content libraries, and easier collaboration between sales and operations. In recent reviews, PandaDoc is the most frequently mentioned product among eligible options, with users repeatedly highlighting proposal creation speed, template reuse, tracking, and signing workflows that help teams move deals forward. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11856586) – used for fast proposal creation, template reuse, document tracking, and e-signature workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12859481) – helps sales teams create offers quickly, track engagement, and simplify digital signing - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12868863) – supports interactive proposals, customizable templates, and client-friendly presentation experiences ### What best Proposal platforms enabling tracking of engagement metrics and acceptance rates. that deliver strong? Based on G2 reviews, buyers looking for proposal software with engagement tracking should prioritize products that show when documents are opened, what sections prospects spend time on, and when signatures or approvals are completed. According to verified users, these capabilities help sales teams time follow-ups better and keep proposals moving without guesswork. G2 reviewers mention that strong platforms in this area also combine tracking with templates, digital signatures, and easier collaboration so proposal activity is tied directly to execution. Across recent reviews, PandaDoc, GetAccept, and Qwilr are the products most often associated with document visibility, buyer engagement signals, and smoother proposal workflows for sales teams. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11819301) – gives teams visibility into customer views and proposal activity to support sales follow-up - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12681948) – offers real-time engagement tracking so teams can see opens, interactions, and signing progress - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12739009) – helps teams track proposal views and partner engagement while standardizing proposal delivery ### Which Proposal tools include templates and workflows that actually help close deals? Based on G2 reviews, PandaDoc stands out here because verified users repeatedly connect its templates and workflow features to faster proposal delivery, easier collaboration, and quicker signatures. According to verified users, proposal tools that help close deals usually combine reusable templates, content blocks or libraries, reminders, approval flow support, and simple signing steps in one process. G2 reviewers mention that these features reduce manual rework, keep content consistent, and make it easier for reps to personalize proposals without rebuilding them every time. Recent reviews also highlight that effective workflows matter most when they shorten handoffs between sales, reviewers, and customers while keeping document status visible. ### What top Proposal vendors offering integrated e-signature and approval workflow automation. and key capabilities? Based on G2 reviews, leading proposal vendors with integrated e-signature and approval workflow automation help teams move from draft to signed agreement in one system. According to verified users, the most valued capabilities include proposal creation, reusable templates, approval routing, digital signatures, payment collection or invoicing support, and visibility into document status. G2 reviewers mention that these tools reduce manual handoffs, keep records centralized, and help sales, finance, and operations stay aligned during the quote-to-signature process. In recent category reviews, PandaDoc, GetAccept, and Qwilr are repeatedly associated with all-in-one proposal creation, signing, and workflow support that helps organizations keep deals moving. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12719243) – supports electronic quoting, document tracking, certification, and standardized workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12654643) – combines proposal sending, tracking, notifications, and e-signatures in one workflow - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12701678) – connects proposal presentation with signatures and payments to speed deal completion ### What highest rated Proposal for reducing proposal cycle time and improving closure rates? Based on G2 reviews, PandaDoc is the strongest fit for this need because users consistently describe faster proposal creation, quicker sending, and easier signing as key benefits. According to verified users, reducing proposal cycle time usually comes from reusable templates, auto-filled or standardized content, smoother collaboration, reminders, and built-in tracking after documents are sent. G2 reviewers mention that these features help sales teams avoid rebuilding proposals, reduce back-and-forth, and keep customer momentum high. Reviews also connect visibility into opens and signatures with better follow-up timing, which supports stronger close outcomes. For teams prioritizing speed from draft to signed document, recent review themes point most clearly to PandaDoc. ### Which Proposal solutions effectively prevent version confusion and lost opportunities for your organization and specific needs? Based on G2 reviews, solutions that reduce version confusion tend to centralize proposal content, keep one active document source, and make collaboration visible across teams. According to verified users, the biggest pain points before adopting proposal software were scattered files, duplicate edits, outdated content, and manual back-and-forth between sales and reviewers. G2 reviewers mention that tools with shared templates, tracked revisions, content libraries, and in-platform collaboration help teams avoid sending the wrong version or missing follow-up moments. Recent reviews especially emphasize PandaDoc for centralized proposal creation and editing, Qwilr for maintaining one linked proposal version, and GetAccept for keeping communication, offers, and signing activity together in one workflow. ### What most reliable Proposal software based on reviews from sales teams and operations? Based on G2 reviews, reliability in proposal software is usually defined by consistent daily use, easy adoption across sales and operations, and fewer breakdowns between quoting, approvals, and signing. According to verified users, reliable tools help teams create documents quickly, maintain content consistency, track proposal status, and keep customer actions visible without constant manual intervention. G2 reviewers mention that products feel most dependable when they are straightforward to use, integrate into existing workflows, and support both internal collaboration and external customer signing. In the recent review set, PandaDoc, GetAccept, and Qwilr appear most often in reliability-related feedback tied to proposal execution, visibility, and team efficiency. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12579427) – keeps proposal creation, sending, tracking, and signing organized in one place - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12682321) – praised for smooth onboarding, a clear dashboard, and reliable proposal workflow support - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12068746) – helps teams deliver polished, consistent proposals while reducing formatting and workflow overhead ### Which Proposal software handles complex configurations with multiple products and pricing for your organization and specific needs? Based on G2 reviews, proposal software that handles more complex product and pricing scenarios usually combines configurable templates, pricing tables, reusable product content, and stronger quote structure controls. According to verified users, these capabilities matter when teams need to manage bundles, multiple vendor lists, itemized pricing, or project options without rebuilding proposals manually. G2 reviewers mention PandaDoc for compiling pricing with terms and keeping standard content current, Qwilr for customizable quote structures and buyer-selectable options, and QuoteWerks for centralized product, pricing, and bundle management in more detailed quoting workflows. Buyers with more layered quoting needs should look for products that keep product data organized while still making proposals client-friendly. ### How Proposal software that measurably reduces the time from initial quote to send? Based on G2 reviews, proposal software reduces time from initial quote to send by removing repetitive drafting, centralizing pricing and content, and making documents easier to assemble from templates. According to verified users, the biggest time savings come from predefined templates, reusable content blocks, automatic reminders, quote duplication, and integrations that pull information from existing systems. G2 reviewers mention that these features let teams move from customer conversation to proposal delivery much faster, especially when they no longer need to juggle spreadsheets, word processors, and separate signing tools. Across recent reviews, PandaDoc, Qwilr, and QuoteWerks are repeatedly linked to faster quote preparation and smoother quote-to-send workflows. ### What are the best Proposal software platforms designed specifically for sales teams? Based on G2 reviews, the best proposal software platforms for sales teams are the ones that make it easier to create polished proposals fast, track buyer engagement, and move directly into approval or signature steps. According to verified users, sales-focused platforms stand out when they combine templates, CRM-connected workflows, visibility into document activity, and simple collaboration between reps and supporting teams. G2 reviewers mention that sales teams value tools that help them stay consistent while still personalizing offers for each buyer. In the recent review data, PandaDoc, GetAccept, and Qwilr are the most consistently mentioned platforms for sales-driven proposal creation, engagement tracking, and closing workflows. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12678944) – supports sales teams with tailored proposals, content libraries, and streamlined quoting workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12683567) – helps sales teams present, track, and close deals with engagement visibility - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12708455) – speeds proposal creation for sales teams with reusable blocks and CRM-connected workflows ## G2 Grid® for Proposal Software ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=19019&focus%5B%5D=164780&focus%5B%5D=6327) Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, DealHub, Anchor, and Ignition. Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=dealhub&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition) ## 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 (+1.57%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 11, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,400+ 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? - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### RocketDocs At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-07-11T15%3A55%3A43Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=6311&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal&secure%5Btoken%5D=e28ff3c4997dd8b1eda78486acba6af06ed2d6753ba56ae3025bb7c5c76f1a17&secure%5Burl%5D=https%3A%2F%2Frocketdocs.com%2Flp%2Fbook-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks%26utm_content%3Dtopic-proposal&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [DeepStream Technologies](https://www.g2.com/products/deepstream-technologies/reviews) With DeepStream you can finally save your procurement team from wasting their time running source to contract processes using manual tools, and get them back to strategic work that will add business value. As a best-of-breed e-sourcing platform, we are poised to help teams move from business requirements to awarding suppliers and managing contracts - plan your RFx processes and invite, assess and negotiate with suppliers all within our cloud-based platform. Everything you need for your sourcing process: Pre-Qualification Build custom supplier onboarding questionnaires and engage confidently with the right suppliers every time. RFx Standardize your Requests, keep your communication in one place and evaluate your suppliers with ease. eAuctions Save hours of negotiation time – and reduce your spend significantly – by inviting suppliers to compete online, in real-time. Contract Management Create contracts from your awarded RFx and experience efficient and auditable source-to-contract processes. Management Reporting Actionable and informative insights on your RFx processes – enabling you to make informed sourcing decisions. AI Supplier Discovery Tell us your requirements, hit search and explore a list of new suppliers in just minutes. Integrations Fast, cost effective and resilient, we make integrations easy – and can integrate into any modern software. Get ready to simplify your source to contract processes enabling you to save time, reduce spend and transact with confidence. **Average Rating:** 4.7/5.0 **Total Reviews:** 23 **How Do G2 Users Rate DeepStream Technologies?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.8/10) **Who Is the Company Behind DeepStream Technologies?** - **Seller:** [DeepStream Technologies](https://www.g2.com/sellers/deepstream-technologies) - **Year Founded:** 2016 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/deepstreamtech/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Mid-Market, 30% Small-Business #### What Are DeepStream Technologies's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Intuitive (2 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) - E-Tendering (1 reviews) ### What Do G2 Reviewers Say About DeepStream Technologies? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional customer support** from DeepStream, highlighting quick responses and expert guidance throughout implementation. - Users find DeepStream's platform to be **user-friendly and intuitive** , enhancing their tendering process seamlessly. - Users commend the **user-friendly platform** of DeepStream Technologies, appreciating the smooth tendering process it offers. - Users commend the **efficiency** of DeepStream, appreciating the seamless setup and user-friendly experience during tendering. - Users commend the **user-friendly features** of DeepStream Technologies, enhancing their tendering experience significantly. #### What Are Recent G2 Reviews of DeepStream Technologies? **"[Implementation of Deepstream - Offshore Wind Developer](https://www.g2.com/survey_responses/deepstream-technologies-review-11733774)"** **Rating:** 5.0/5.0 stars *— Verified User in Renewables & Environment* [Read full review](https://www.g2.com/survey_responses/deepstream-technologies-review-11733774) --- **"[Effortless Bidding and Comparison with DeepStream](https://www.g2.com/survey_responses/deepstream-technologies-review-12572199)"** **Rating:** 5.0/5.0 stars *— Christie R.* [Read full review](https://www.g2.com/survey_responses/deepstream-technologies-review-12572199) --- #### What Are G2 Users Discussing About DeepStream Technologies? - [What is DeepStream Technologies used for?](https://www.g2.com/discussions/what-is-deepstream-technologies-used-for) ### 2. [EasyPQQ](https://www.g2.com/products/easypqq/reviews) EasyPQQ Pro is an AI-powered bid, proposal & tender writing platform designed to simplify and accelerate the completion of PQQs, RFPs, RFIs, and ITTs; while improving quality, consistency, and win rates. At its core, EasyPQQ Pro combines a centralised knowledgebase with a suite of intelligent AI assistants that act like specialist team members across your bid function. Each assistant can write, review, and refine content in different tones and styles, ensuring responses are tailored, compliant, and persuasive. Key capabilities include: Centralised bid & knowledge management Store and organise all pre-qualification and tender content in a single, searchable library. AI-powered answer generation Automatically suggest high-quality responses using your approved content, past submissions, and best-performing answers. Role-based AI assistants Work with multiple AI “team members” that specialise in different functions, such as bid writer, client relationships, HR and training, legal, accounts and IT. Each producing content in the appropriate style and voice. Smart content retrieval across files Instantly surface the right information from past bids, CVs, partner profiles, and case studies, ensuring answers are always accurate and relevant. Also compatible with SharePoint. Automated bid marking AI-assisted scoring and evaluation against the scoring criteria, highlighting gaps, risks, and improvements before submission. Collaborative multi-user workspace Teams can work simultaneously on live documents, assign questions, track progress, and manage approvals in real time. Reusable profiles & project libraries Store, find, and attach partner profiles, CVs, and project case studies with ease. Branded document generation Produce fully formatted, brand-compliant submission documents at the click of a button. Why EasyPQQ Pro? By combining intelligent automation with AI-assisted collaboration, EasyPQQ Pro removes the inefficiencies of traditional bid writing. Teams no longer waste time searching for content or rewriting from scratch... instead, they work alongside AI specialists that understand context, tone, and compliance. The result: faster turnaround times, higher-quality submissions, and a significantly improved chance of winning work. **Average Rating:** 4.2/5.0 **Total Reviews:** 9 **How Do G2 Users Rate EasyPQQ?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind EasyPQQ?** - **Seller:** [Propeller Studios Ltd](https://www.g2.com/sellers/propeller-studios-ltd) - **Year Founded:** 2001 - **HQ Location:** Hitchin, Hertfordshire - **LinkedIn® Page:** http://www.linkedin.com/company/propeller-studios (32 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 56% Mid-Market, 44% Small-Business #### What Are Recent G2 Reviews of EasyPQQ? **"[Superb collaboration tools and knowledge base](https://www.g2.com/survey_responses/easypqq-review-9926278)"** **Rating:** 4.5/5.0 stars *— NARAT R.* [Read full review](https://www.g2.com/survey_responses/easypqq-review-9926278) --- **"[bid and tender management software](https://www.g2.com/survey_responses/easypqq-review-12753854)"** **Rating:** 4.0/5.0 stars *— iftekhair r.* [Read full review](https://www.g2.com/survey_responses/easypqq-review-12753854) --- ### 3. [iQuote Xpress](https://www.g2.com/products/iquote-xpress/reviews) iQuote Xpress is a web-based SaaS application which enables businesses to automate their sales estimating process using the latest internet technology. Sales personnel is able to easily and quickly generate sales proposals which are more detailed, accurate and include product marketing information. iQuote Xpress users enjoy an enhanced image as professional communication is consistently delivered to the customer. **Average Rating:** 4.5/5.0 **Total Reviews:** 11 **How Do G2 Users Rate iQuote Xpress?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind iQuote Xpress?** - **Seller:** [iQuote Xpress](https://www.g2.com/sellers/iquote-xpress) - **Year Founded:** 2009 - **HQ Location:** Studio City, CA - **Twitter:** @iQuoteXpress (629 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1108212/ (22 employees on LinkedIn®) - **Phone:** 1+818-765-3149 **Who Uses This Product?** - **Company Size:** 82% Small-Business, 18% Mid-Market #### What Are Recent G2 Reviews of iQuote Xpress? **"[IQX made it easier and faster to make sales quotes](https://www.g2.com/survey_responses/iquote-xpress-review-5001886)"** **Rating:** 5.0/5.0 stars *— Matt C.* [Read full review](https://www.g2.com/survey_responses/iquote-xpress-review-5001886) --- **"[Easy to use, editing and adding new product is a breeze, exceptional support from staff](https://www.g2.com/survey_responses/iquote-xpress-review-4020865)"** **Rating:** 5.0/5.0 stars *— Philip W.* [Read full review](https://www.g2.com/survey_responses/iquote-xpress-review-4020865) --- #### What Are G2 Users Discussing About iQuote Xpress? - [What is iQuote Xpress used for?](https://www.g2.com/discussions/what-is-iquote-xpress-used-for) ### 4. [OrbitShift](https://www.g2.com/products/orbitshift/reviews) OrbitShift is a multi-agent AI full-stack enterprise sales intelligence platform purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With four powerful and seamlessly integrated modules, accountOS, knowledgeOS, rfpOS and marketing OS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales and marketing teams to identify high-value accounts, get relevant account/people insights, build account plans, generate highly contextual and personalized messages/emails, launch campaigns, access AI driven sales engineering support and automate RFP/RFI responses. **Average Rating:** 4.6/5.0 **Total Reviews:** 30 **How Do G2 Users Rate OrbitShift?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) **Who Is the Company Behind OrbitShift?** - **Seller:** [OrbitShift](https://www.g2.com/sellers/orbitshift) - **Company Website:** https://www.orbitshift.ai - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/orbitshift-ai (56 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 63% Enterprise, 10% Mid-Market #### What Are OrbitShift's Pros and Cons? **Pros:** - Efficiency (12 reviews) - Ease of Use (10 reviews) - Decision Making (8 reviews) - Time-saving (8 reviews) - Contact Information (7 reviews) **Cons:** - Inaccuracy (5 reviews) - Outdated Data (5 reviews) - Inaccurate Responses (4 reviews) - Outdated Information (4 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About OrbitShift? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of OrbitShift, centralizing tasks and automating processes to streamline their workflow. - Users value the **ease of use** of OrbitShift, enjoying its intuitive navigation and automation features for better workflow. - Users value the **efficient decision-making** capabilities of OrbitShift, thanks to its centralized insights and timely updates. - Users appreciate OrbitShift for its **time-saving capabilities** , enhancing focus and efficiency in managing client engagements. - Users value the **excellent contact insights** from OrbitShift, greatly aiding in reaching key decision makers. **Cons:** - Users report **data accuracy issues** with OrbitShift, highlighting outdated and mismatched contact information that undermines reliability. - Users find the **outdated data** problematic, leading to frustration with account information accuracy and relevance. - Users find **inaccurate responses** on OrbitShift problematic, citing outdated contact info and inconsistent data reliability. - Users experience **outdated information** on OrbitShift, causing frustration due to inaccuracies and reliability concerns in data provided. - Users find the **learning curve steep** , requiring time and guidance to fully grasp OrbitShift's functionality. #### What Are Recent G2 Reviews of OrbitShift? **"[Effortless Contact Discovery, Needs Data Accuracy Improvement](https://www.g2.com/survey_responses/orbitshift-review-11914594)"** **Rating:** 4.0/5.0 stars *— Adnan A.* [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914594) --- **"[Time-Saver with Integrated Information](https://www.g2.com/survey_responses/orbitshift-review-11914251)"** **Rating:** 4.0/5.0 stars *— Abdallah H.* [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914251) --- ### 5. [ProposalWorks](https://www.g2.com/products/proposalworks/reviews) Build Complete Quotes, Proposals and Get a Wealth of Product Information for Rockwell Automation Products **Average Rating:** 4.5/5.0 **Total Reviews:** 9 **How Do G2 Users Rate ProposalWorks?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10) **Who Is the Company Behind ProposalWorks?** - **Seller:** [Rockwell Automation](https://www.g2.com/sellers/rockwell-automation-da78dc32-f4d9-4343-b833-8c78bb1bf839) - **Year Founded:** 1903 - **HQ Location:** Milwaukee, WI - **Twitter:** @ROKAutomation (44,405 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2498/ (22,408 employees on LinkedIn®) - **Ownership:** NYSE:ROK **Who Uses This Product?** - **Company Size:** 60% Small-Business, 20% Mid-Market #### What Are Recent G2 Reviews of ProposalWorks? **"[Good UI and faster response](https://www.g2.com/survey_responses/proposalworks-review-7602573)"** **Rating:** 4.0/5.0 stars *— Abhineet S.* [Read full review](https://www.g2.com/survey_responses/proposalworks-review-7602573) --- **"[the best portal to a world of possibilities in Rockwell Automation products and solutions](https://www.g2.com/survey_responses/proposalworks-review-7225092)"** **Rating:** 5.0/5.0 stars *— Agustin G.* [Read full review](https://www.g2.com/survey_responses/proposalworks-review-7225092) --- ### 6. [Thalamus AI](https://www.g2.com/products/thalamus-ai/reviews) Thalamus AI is an AI-native RFP and proposal platform that helps enterprise proposal teams automate the full RFP lifecycle - from bid qualification and requirement mapping to SME collaboration, compliance tracking, addenda management, source-linked proposal drafting, and post-submission learning. Powered by AI agents and a verified RFP content library, Thalamus AI supports every RFx type: RFPs, RFIs, DDQs, security questionnaires, Q&A forms, portal responses, and high-stakes narrative proposals. Unlike traditional RFP software built mainly around content libraries and answer reuse, Thalamus AI brings bid strategy, proposal knowledge, compliance control, SME coordination, and institutional learning into one workspace. Teams can qualify RFP opportunities, map explicit and implicit requirements, route work with AI RACI assignments, manage clarification and risk registers, track compliance matrices, monitor addenda, and build structured review gates across the response process. Thalamus AI turns past proposals, case studies, project experience, certifications, compliance proofs, Q&A pairs, pricing inputs, and approved content into source-linked proposal knowledge. Every correction, decision, reviewer comment, win, and loss can improve future responses, helping teams build a compounding RFP knowledge layer over time. Thalamus AI integrates with tools such as SharePoint, OneDrive, Google Drive, Slack, Outlook, Microsoft Teams, and enterprise file repositories, helping proposal teams centralize knowledge while coordinating work across sales, legal, finance, security, solutions, delivery, and SMEs. Thalamus AI is SOC 2 Type II and ISO 27001 certified, giving enterprise teams a secure AI RFP software platform for complex proposal, questionnaire, and bid management workflows. Trusted by organizations including AGS Health, Cardinal Correctional, EBC, R1, and Whatfix, Thalamus AI is built for proposal teams that need more than answer automation. It helps teams build stronger RFP responses with compliant content, traceable knowledge, coordinated reviews, and bid intelligence that improves with every submission. **Average Rating:** 5.0/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Thalamus AI?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Thalamus AI?** - **Seller:** [Thalamus AI](https://www.g2.com/sellers/thalamus-ai) - **Year Founded:** 2025 - **HQ Location:** San Francisco, US - **Twitter:** @ThalamusHQ (5 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thalamus-ai (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 33% Mid-Market #### What Are Thalamus AI's Pros and Cons? **Pros:** - Artificial Intelligence (5 reviews) - RFP Management (3 reviews) - Automation (2 reviews) - Collaboration Tools (2 reviews) - Content Library (2 reviews) **Cons:** - Software Bugs (2 reviews) - Bug Issues (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Thalamus AI? *AI-generated summary from verified user reviews* **Pros:** - Users love the **efficiency of Thalamus AI** , enabling quick proposal drafts and streamlined workflows for teams. - Users appreciate the **efficiency of RFP management** with Thalamus AI, drastically reducing proposal creation time and simplifying processes. - Users love the **automation capabilities** of Thalamus AI, drastically speeding up RFP processes and enhancing proposal efficiency. - Users value the **seamless collaboration tools** in Thalamus AI, enhancing teamwork and efficiency effortlessly. - Users value the **efficient content organization** of Thalamus AI's Content Library, enhancing proposal creation and collaboration. **Cons:** - Users experience **software bugs** like screen freezes and task tracker issues, affecting their overall usage of Thalamus AI. - Users experience **bug issues** with task tracking, although support is responsive and helpful in resolving them. - Users report **integration issues** with Thalamus AI, particularly finding Dropbox integration slower than anticipated. #### What Are Recent G2 Reviews of Thalamus AI? **"[We moved beyond legacy RFP software to a Thalamus AI as their workflow is built around how our bid t](https://www.g2.com/survey_responses/thalamus-ai-review-13049039)"** **Rating:** 5.0/5.0 stars *— Ayush C.* [Read full review](https://www.g2.com/survey_responses/thalamus-ai-review-13049039) --- **"[Helpful for matching RFP scope to the right case studies & staff](https://www.g2.com/survey_responses/thalamus-ai-review-13049057)"** **Rating:** 5.0/5.0 stars *— vikesh d.* [Read full review](https://www.g2.com/survey_responses/thalamus-ai-review-13049057) --- ### 7. [SolarVis](https://www.g2.com/products/solarvis/reviews) SolarVis is an all-in-one B2B SaaS platform for solar energy companies to streamline sales, design, and management across projects, teams, and stakeholders. With solar lead generation, 3D roof modeling, regulation-compliant feasibility reports including battery, heat pump, and EV charger options, material pricing, and CRM tools, solarVis enables teams to create, share, and track solar proposals in minutes. **Average Rating:** 5.0/5.0 **Total Reviews:** 8 **How Do G2 Users Rate SolarVis?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind SolarVis?** - **Seller:** [SolarVis](https://www.g2.com/sellers/solarvis) - **Year Founded:** 2019 - **HQ Location:** Ankara, TR - **Twitter:** @solarvisco (23 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/solarvisco/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Renewables & Environment - **Company Size:** 88% Small-Business, 13% Mid-Market #### What Are Recent G2 Reviews of SolarVis? **"[It helps us recommend the right system, not just prepare an offer](https://www.g2.com/survey_responses/solarvis-review-13029102)"** **Rating:** 5.0/5.0 stars *— Utku A.* [Read full review](https://www.g2.com/survey_responses/solarvis-review-13029102) --- **"[Smarter project management with solarVis](https://www.g2.com/survey_responses/solarvis-review-12953271)"** **Rating:** 5.0/5.0 stars *— Hazar Y.* [Read full review](https://www.g2.com/survey_responses/solarvis-review-12953271) --- ### 8. [Bidnet Direct](https://www.g2.com/products/bidnet-direct/reviews) For more than 30 years, Bidnet has delivered targeted and comprehensive federal, state, and local government opportunities from across the United States that match your business needs. **Average Rating:** 3.9/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Bidnet Direct?** - **Ease of Use:** 7.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Bidnet Direct?** - **Seller:** [Sovra](https://www.g2.com/sellers/sovra-d5e50987-3f1c-471c-81f2-d251a38c7521) - **Year Founded:** 1996 - **HQ Location:** Latham, New York - **LinkedIn® Page:** https://www.linkedin.com/company/sovra1/ (547 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 44% Mid-Market #### What Are Bidnet Direct's Pros and Cons? **Pros:** - Efficiency (3 reviews) - Ease of Use (2 reviews) - Notifications (2 reviews) - Search Efficiency (2 reviews) - Communication (1 reviews) **Cons:** - Expensive (2 reviews) - Additional Costs (1 reviews) - Data Loss (1 reviews) - Limited Features (1 reviews) ### What Do G2 Reviewers Say About Bidnet Direct? *AI-generated summary from verified user reviews* **Pros:** - Users find Bidnet Direct to be an **efficient tool** for managing and responding to government bid opportunities seamlessly. - Users find Bidnet Direct to be **easy to use and intuitive** , streamlining the search for government bid opportunities. - Users value the **daily email notifications** for their accuracy and helpfulness in finding government bid opportunities. - Users find **search efficiency** in Bidnet Direct exceptional, with accurate results and helpful filters for RFPs. - Users value the **efficient communication** in Bidnet Direct, enabling direct responses to bids seamlessly across agencies. **Cons:** - Users find the **licensing costs too high** , making it challenging for smaller organizations to effectively compete for bids. - Users find the **additional costs** associated with Bidnet Direct burdensome, impacting their ability to access quality bids. - Users are frustrated by the **high license costs** and issues with losing valuable bids due to subscription requirements. - Users find the **notifications overwhelming** when enabled, leading to potential distractions during their tasks. #### What Are Recent G2 Reviews of Bidnet Direct? **"[Accurate Search, Handy Bid Alerts, and Great Filters](https://www.g2.com/survey_responses/bidnet-direct-review-12322366)"** **Rating:** 5.0/5.0 stars *— swathi B.* [Read full review](https://www.g2.com/survey_responses/bidnet-direct-review-12322366) --- **"[Helpful, Effective Platform for Finding Government Bid Opportunities](https://www.g2.com/survey_responses/bidnet-direct-review-12330202)"** **Rating:** 5.0/5.0 stars *— Hari P.* [Read full review](https://www.g2.com/survey_responses/bidnet-direct-review-12330202) --- #### What Are G2 Users Discussing About Bidnet Direct? - [Where are government RFPs posted?](https://www.g2.com/discussions/where-are-government-rfps-posted) - [Does BidNet cost money?](https://www.g2.com/discussions/does-bidnet-cost-money) - [Is BidNet direct free?](https://www.g2.com/discussions/is-bidnet-direct-free) - [How does BidNet work?](https://www.g2.com/discussions/how-does-bidnet-work) ### 9. [BigTime Services CPQ](https://www.g2.com/products/bigtime-services-cpq/reviews) WorkRails’ Services CPQ helps enterprise technology companies build professional services quotes quickly and easily. We are ideal for teams who sell complex services but struggle with accuracy and timeliness. The WorkRails Services CPQ platform standardizes how services are sold, allowing for repeatability, scale and revenue acceleration. WorkRails breaks down the silos between Sales, Professional Services, and their Clients, connect to other systems of record, eliminate double entry and errors, and makes selling easy. WorkRails integrates with your existing tech stack including out of the box integrations with Salesforce.com, Conga, and Microsoft Dynamics. More than 40,000 Professional Services quotes have been configured with WorkRails’ Services CPQ. WorkRails customers have cut service quote creation time from weeks to hours, reducing overall sales cycle times, increasing product adoption and lowering churn. **Average Rating:** 5.0/5.0 **Total Reviews:** 8 **How Do G2 Users Rate BigTime Services CPQ?** - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) **Who Is the Company Behind BigTime Services CPQ?** - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware (2,744 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1457823/ (168 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 75% Enterprise, 25% Mid-Market #### What Are BigTime Services CPQ's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Efficiency (2 reviews) - Sales Efficiency (2 reviews) - Time Management (2 reviews) - Time-saving (2 reviews) **Cons:** - Difficult Learning Process (1 reviews) - Feature Usability (1 reviews) - Initial Usage Difficulty (1 reviews) - Learning Curve (1 reviews) - Limited Template Flexibility (1 reviews) ### What Do G2 Reviewers Say About BigTime Services CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of BigTime Services CPQ, enhancing efficiency and streamlining processes for sales teams. - Users commend the **time efficiency** of BigTime Services CPQ, streamlining workflows and boosting overall productivity. - Users value the **sales efficiency** of BigTime Services CPQ, enhancing customer experience and streamlining service requests. - Users appreciate the **time efficiency** offered by BigTime Services CPQ, enhancing productivity and streamlining operations. - Users value the **time-saving efficiency** of BigTime Services CPQ, facilitating quicker consultant assignments and streamlined processes. **Cons:** - Users find the **difficult learning process** of BigTime Services CPQ challenging without properly created service packages. - Users find that the **usability is hindered** without pre-created service packages, complicating the overall experience. - Users find **initial usage difficulty** with BigTime Services CPQ when service packages are not created, impacting usability. - Users find the **learning curve steep** when Services packages are not created, complicating the overall usability. - Users find the **limited template flexibility** of BigTime Services CPQ restrictive, impacting their overall experience. #### What Are Recent G2 Reviews of BigTime Services CPQ? **"[A great no.of helpful tools](https://www.g2.com/survey_responses/bigtime-services-cpq-review-10412439)"** **Rating:** 5.0/5.0 stars *— Rupali S.* [Read full review](https://www.g2.com/survey_responses/bigtime-services-cpq-review-10412439) --- **"[Solved many of our issues and saved significant effort](https://www.g2.com/survey_responses/bigtime-services-cpq-review-8292320)"** **Rating:** 5.0/5.0 stars *— Rod G.* [Read full review](https://www.g2.com/survey_responses/bigtime-services-cpq-review-8292320) --- ### 10. [Dasseti ENGAGE](https://www.g2.com/products/dasseti-engage/reviews) Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin. **Average Rating:** 4.1/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Dasseti ENGAGE?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 1.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Dasseti ENGAGE?** - **Seller:** [Dasseti](https://www.g2.com/sellers/dasseti) - **Company Website:** https://www.dasseti.com/ - **Year Founded:** 2019 - **HQ Location:** New York, US - **Twitter:** @Dasseti (79 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dasseti (79 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Investment Management - **Company Size:** 50% Mid-Market, 33% Small-Business #### What Are Dasseti ENGAGE's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Efficiency (7 reviews) - Customer Support (5 reviews) - Time-saving (5 reviews) - AI Technology (4 reviews) **Cons:** - Poor Usability (7 reviews) - Feature Deficiency (5 reviews) - Not User-Friendly (4 reviews) - Clunky Interface (3 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About Dasseti ENGAGE? *AI-generated summary from verified user reviews* **Pros:** - Users find Dasseti ENGAGE incredibly **easy to use** , thanks to its seamless access and efficient autofill features. - Users praise the **efficiency** of Dasseti ENGAGE, which significantly reduces time and workload in the DDQ process. - Users praise the **fantastic customer support** from Dasseti ENGAGE, highlighting the efficiency and responsiveness of the team. - Users benefit from the **time-saving automation** of Dasseti ENGAGE, significantly reducing the workload on due diligence tasks. - Users appreciate the **AI-powered automation** in Dasseti ENGAGE, enhancing efficiency and accuracy in the DDQ process. **Cons:** - Users find the **usability poor** , struggling with navigation and formatting issues that hinder productivity and efficiency. - Users note a **feature deficiency** in Dasseti ENGAGE, suggesting improvements in uploads, interface, and AI capabilities. - Users find Dasseti ENGAGE **not user-friendly** initially, requiring time to adapt for efficient use and better features. - Users find the **clunky interface** of Dasseti ENGAGE difficult to navigate and not user-friendly. - Users find Dasseti ENGAGE's interface to be **complex** , often needing additional onboarding and support for optimal use. #### What Are Recent G2 Reviews of Dasseti ENGAGE? **"[An Effective Platform for Modern Due Diligence Management](https://www.g2.com/survey_responses/dasseti-engage-review-12930644)"** **Rating:** 4.5/5.0 stars *— Verified User in Investment Management* [Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-12930644) --- **"[Clear, Self-Explanatory Platform That Gets You Started Fast](https://www.g2.com/survey_responses/dasseti-engage-review-13068730)"** **Rating:** 5.0/5.0 stars *— Balwant B.* [Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-13068730) --- ### 11. [Deltek ProPricer](https://www.g2.com/products/deltek-propricer/reviews) Deltek ProPricer is a proposal pricing software that helps federal contractors build, price, and submit audit-ready proposals faster — with accuracy and control across CAS/FAR and TINA-regulated work. It centralizes rate build-ups, basis-of-estimate (BOE) justification, bill-of-materials (BOM) details, and all pricing data in one governed database. When a rate or cost changes, every impacted element updates automatically, eliminating spreadsheet errors, reducing rework, and protecting margin under deadline pressure. Best for: Federal contractors in aerospace and defense manufacturing, professional and government services who need to develop defensible, compliant cost proposals under tight deadlines — especially teams crossing the TINA threshold or managing multiple concurrent bids. Use cases: · Build compliant cost proposals with automated rate governance and audit trails for CAS/FAR submissions. · Build and submit defensible, audit-ready proposals that withstand CAS/FAR and TINA scrutiny — with complete audit trails from first estimate to final submission · Run dynamic what-if analyses to compare pricing positions and strengthen negotiation strategies · Eliminate 11th-hour rework — one rate or cost update cascades instantly across the entire proposal, protecting margin and compliance under deadline pressure · Coordinate proposal pricing with project schedules through Deltek Open Plan integration · Respond to more RFPs faster by standardizing rate structures, templates, and workflows across pricing teams — cutting proposal cycle time by up to 75%Prove cost realism and compliance to evaluators with BOE justification tied directly to every priced element — reducing credibility risk during proposal review · Scale proposal operations confidently as contract size and complexity grow — without rebuilding processes or adding compliance risk Key Features: · Automated formula and rate governance with full audit trails · Dynamic What-Ifs for real-time comparative pricing analysis · BOE, labor, materials, and subcontractor data stored in a single system · Version control and snapshots for fast rollback and proposal comparison · Report Designer with 110+ built-in report templates · Daily Pricing for day-to-day cost calculations on non-standard contract durations · Dela AI: Narrative Scoring Agent to evaluate and improve proposal narratives; Agentic AI for Smarter Formula Generation in BOE Pro — validating assumptions, spotting anomalies, and accelerating compliant proposals. External systems integration: Named bi-directional integration with Deltek Costpoint; connects with Deltek Open Plan for schedule-to- proposal alignment; Open API for SAP and other back-end systems · Governed pricing execution: centralized pricing models, rate build-ups, and formulas ensure accuracy, consistency, and compliance as proposals evolve — enabling teams to move fast without losing control · Pricing decision at the point of change: real-time cascading updates ensure every pricing change is reflected instantly across the proposal — reducing rework, errors, and submission risk · Audit-ready pricing by design: built-in audit trails, permissions, and documentation capture pricing decisions as they happen — increasing confidence and reducing CAS, FAR, and TINA risk · Submission-ready cost volumes: pricing data flows directly into compliant, customer-ready cost volumes — accelerating submissions and eliminating manual formatting and reconciliation Why GovCon firms choose ProPricer: · Proposals are defensible from day one. Permissions, audit trails, and automated rate governance enforce CAS/FAR requirements throughout every proposal — not just at final review. · One change updates everywhere. All pricing data lives in a single governed database, so rate or cost updates carry across the entire proposal instantly — eliminating the spreadsheet errors that put margin and compliance at risk. · Teams respond to more bids, faster. Proposal templates, reusable rates, and dynamic what-if tools cut proposal cycle time by 75%, freeing pricing teams to pursue higher-value opportunities. · Governed pricing where decisions are made. Pricing models, BOEs, and rate structures live in one controlled system, ensuring accuracy, traceability, and compliance as proposals evolve — not after submission. Used by: Federal contractors of all sizes in aerospace and defense manufacturing, government services, and professional services — from growing firms crossing the TINA threshold for the first time to enterprise primes managing high-volume, complex regulated bids. ProPricer offers packages scaled to business size and is trusted by the top 10 U.S. defense contractors. **Average Rating:** 4.6/5.0 **Total Reviews:** 9 **How Do G2 Users Rate Deltek ProPricer?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Deltek ProPricer?** - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek (6,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/163414/ (4,828 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Enterprise, 33% Mid-Market #### What Are Deltek ProPricer's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Analytics (1 reviews) - Pricing Optimization (1 reviews) - Reporting (1 reviews) - Solution Efficiency (1 reviews) **Cons:** - Manual Processes (2 reviews) - Time-Consuming (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Deltek ProPricer? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Deltek ProPricer, appreciating its functionality and detailed outputs. - Users value the **exceptional analytics capabilities** of Deltek ProPricer, especially for exporting insightful reports. - Users value the **seamless screen sharing** feature in Deltek ProPricer, enhancing pricing efficiency between editions. - Users value the **exceptional reporting capabilities** of Deltek ProPricer, especially the ability to export reports effortlessly. - Users commend the **exceptional solution efficiency** of Deltek ProPricer, particularly valuing its robust report export capabilities. **Cons:** - Users struggle with the **manual processes** required for updates, hindering efficient business operations in Deltek ProPricer. - Users find the **time-consuming implementation process** of business-related features frustrating and inefficient. - Users find that **some modules require maintenance outside of normal updates** , which can disrupt their workflow. #### What Are Recent G2 Reviews of Deltek ProPricer? **"[Seamless Screen Sharing Makes Pricing Effortless](https://www.g2.com/survey_responses/deltek-propricer-review-11945219)"** **Rating:** 5.0/5.0 stars *— Verified User in Research* [Read full review](https://www.g2.com/survey_responses/deltek-propricer-review-11945219) --- **"[Exceptional Reporting and Capabilities](https://www.g2.com/survey_responses/deltek-propricer-review-11940165)"** **Rating:** 4.0/5.0 stars *— Jacob C.* [Read full review](https://www.g2.com/survey_responses/deltek-propricer-review-11940165) --- #### What Are G2 Users Discussing About Deltek ProPricer? - [What is ProPricer used for?](https://www.g2.com/discussions/what-is-propricer-used-for) ### 12. [Vartana, a Capchase company](https://www.g2.com/products/vartana-a-capchase-company/reviews) Vartana, a Capchase company, is an AI-powered B2B enterprise sales and financing platform that enables vendors to close deals at lightning-fast speeds by offering automated credit approvals, flexible payment terms, and a smooth checkout experience. Vartana helps vendors easily configure deals directly from their CRMs like Salesforce, HubSpot, Microsoft Dynamics, and Zoho. Vartana's automation helps vendors seamlessly craft payment options that align with their customer’s needs and close fast. Founded in 2020 by Kush Kella and Ahmed Sharif, acquired by Capchase in 2025.  Learn more: https://www.capchase.com/blog/capchase-acquires-vartana **Average Rating:** 4.9/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Vartana, a Capchase company?** - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Vartana, a Capchase company?** - **Seller:** [Capchase](https://www.g2.com/sellers/capchase) - **Year Founded:** 2020 - **HQ Location:** New York, New York - **Twitter:** @Capchase (2,443 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/capchase/ (99 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 79% Enterprise, 17% Mid-Market #### What Are Recent G2 Reviews of Vartana, a Capchase company? **"[Quick, Easy, Helps Close Deals](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8473098)"** **Rating:** 5.0/5.0 stars *— Brad H.* [Read full review](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8473098) --- **"[Senior Director of Revenue Operations and Accounting](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8338950)"** **Rating:** 5.0/5.0 stars *— Michael K.* [Read full review](https://www.g2.com/survey_responses/vartana-a-capchase-company-review-8338950) --- ### 13. [CobbleStone Contract Insight Enterprise](https://www.g2.com/products/cobblestone-contract-insight-enterprise/reviews) CobbleStone Contract Insight Enterprise is a sophisticated contract lifecycle management (CLM) software solution designed to assist organizations in managing their contracts effectively and efficiently. This B2B software solution caters to a diverse range of professionals, including those in legal, procurement, sales, and risk management, across various industries. By automating and streamlining the entire contract lifecycle, CobbleStone enhances productivity and reduces the complexities associated with contract management. The target audience for CobbleStone includes businesses of all sizes that require a structured approach to contract management. This software is particularly beneficial for organizations that handle a high volume of contracts and need to ensure compliance, mitigate risks, and improve collaboration among stakeholders. Specific use cases for CobbleStone include contract repository and storage, creation, negotiation, execution, and renewal processes, allowing users to maintain oversight and control throughout each stage of the contract lifecycle. Key features of CobbleStone Contract Insight Enterprise include its advanced AI-powered capabilities, which set it apart from traditional contract management solutions. The auto-redlining feature allows users to make precise edits and comments on contracts, ensuring clarity and accuracy during negotiations. Additionally, the agentic AI chatbot provides users with the ability to query contract-related information and generate contracts efficiently, enhancing user experience and reducing the time spent on manual tasks. The software also offers quick AI-powered risk insights, enabling organizations to identify potential issues at a glance, and contract sentiment analysis, which provides suggestions for improving contract terms based on historical data. With over 30 years of industry experience, CobbleStone has established itself as a trusted provider of CLM solutions. The combination of its user-friendly interface and highly configurable features makes it an appealing choice for organizations looking to optimize their contract management processes. By leveraging CobbleStone's capabilities, users can expect to achieve greater efficiency, improved compliance, and enhanced collaboration, ultimately leading to more favorable contract outcomes. **Average Rating:** 4.8/5.0 **Total Reviews:** 45 **How Do G2 Users Rate CobbleStone Contract Insight Enterprise?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind CobbleStone Contract Insight Enterprise?** - **Seller:** [CobbleStone Systems](https://www.g2.com/sellers/cobblestone-systems) - **Company Website:** https://www.cobblestonesystems.com - **Year Founded:** 1995 - **HQ Location:** Princeton, NJ - **Twitter:** @CobbleStoneCM (631 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1199765/ (149 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Higher Education - **Company Size:** 62% Mid-Market, 27% Enterprise #### What Are CobbleStone Contract Insight Enterprise's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Sales Efficiency (2 reviews) - Approval Process (1 reviews) - Client Management (1 reviews) - Contract Management (1 reviews) **Cons:** - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About CobbleStone Contract Insight Enterprise? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **responsive customer support** of CobbleStone Contract Insight, enhancing their issue resolution experience. - Users appreciate the **responsive sales team** of CobbleStone Contract Insight Enterprise, enhancing their efficiency and support experience. - Users appreciate the **flexible and configurable approval process** that aligns perfectly with organizational needs and workflows. - Users value the **responsive client management** of CobbleStone Contract Insight, appreciating the teamwork in resolving issues effectively. - Users value the **simplicity in contract management** offered by CobbleStone, appreciating its cost-effectiveness and ease of use. **Cons:** - Users find the **learning difficulty** of CobbleStone Contract Insight Enterprise to be a challenge initially. #### What Are Recent G2 Reviews of CobbleStone Contract Insight Enterprise? **"[User-Friendly System - Tracking staff productivity and proactive approach to managing contracts](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12961148)"** **Rating:** 5.0/5.0 stars *— Bianca T.* [Read full review](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12961148) --- **"[Incredibly Configurable Platform with Patient, Knowledgeable Onboarding](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12405218)"** **Rating:** 5.0/5.0 stars *— Jake P.* [Read full review](https://www.g2.com/survey_responses/cobblestone-contract-insight-enterprise-review-12405218) --- #### What Are G2 Users Discussing About CobbleStone Contract Insight Enterprise? - [What does Icertis do?](https://www.g2.com/discussions/cobblestone-contract-insight-enterprise-what-does-icertis-do) - [When did CobbleStone start?](https://www.g2.com/discussions/when-did-cobblestone-start) - 1 comment - [What is CobbleStone app?](https://www.g2.com/discussions/what-is-cobblestone-app) - 1 comment - [What is contract insight?](https://www.g2.com/discussions/what-is-contract-insight) - 1 comment ### 14. [Docspo](https://www.g2.com/products/docspo/reviews) Send beautiful proposals that impress your clients without effort. With a focus on modern design, version control and electronic signatures. Docspo makes it so send interactive proposals that looks great and works across all devices. **Average Rating:** 4.8/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Docspo?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Docspo?** - **Seller:** [Docspo](https://www.g2.com/sellers/docspo) - **Year Founded:** 1997 - **HQ Location:** Leopardstown, IE - **Twitter:** @docspo (2 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iconstrategicsolutions (742 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Small-Business #### What Are Recent G2 Reviews of Docspo? **"[Smooth and improve the submission of proposals and jobs.](https://www.g2.com/survey_responses/docspo-review-8586988)"** **Rating:** 4.5/5.0 stars *— Edilianny S.* [Read full review](https://www.g2.com/survey_responses/docspo-review-8586988) --- **"[Easy to send nice proposals](https://www.g2.com/survey_responses/docspo-review-4683344)"** **Rating:** 4.5/5.0 stars *— Johan S.* [Read full review](https://www.g2.com/survey_responses/docspo-review-4683344) --- ### 15. [FlippingBook](https://www.g2.com/products/flippingbook/reviews) FlippingBook is an online tool and desktop software for creating professional digital flipbooks. It makes your PDF ebooks, e-catalogs, digital brochures, annual reports, presentations, magazines, and sales collateral interactive. More than 50,000 companies across 179 countries use FlippingBook to create easy-to-use online documents, deliver content across the web, and improve their communication processes. The service works on desktops and mobile devices and can be integrated with third-party systems such as Zapier, Google Analytics, and WordPress. FlippingBook helps small businesses and large renowned brands, such as Unilever, Marriott, Intel, Cartier, FOX, Nestle. **Average Rating:** 4.7/5.0 **Total Reviews:** 292 **How Do G2 Users Rate FlippingBook?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind FlippingBook?** - **Seller:** [FlippingBook](https://www.g2.com/sellers/flippingbook) - **Year Founded:** 2004 - **HQ Location:** Cospicua, Malta - **Twitter:** @flippingbook (1,120 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2495509/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, Marketing Coordinator - **Top Industries:** Marketing and Advertising, Real Estate - **Company Size:** 58% Small-Business, 31% Mid-Market #### What Are FlippingBook's Pros and Cons? **Pros:** - Ease of Use (57 reviews) - Intuitive (33 reviews) - Quality (32 reviews) - Features (25 reviews) - Simple (23 reviews) **Cons:** - Missing Features (11 reviews) - Limited Features (10 reviews) - Expensive (8 reviews) - Feature Limitations (8 reviews) - Lacking Features (7 reviews) ### What Do G2 Reviewers Say About FlippingBook? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of FlippingBook, finding it simple to create engaging, interactive publications quickly. - Users praise the **intuitive interface** of FlippingBook, appreciating its simplicity and flexibility for creating customized publications. - Users commend the **exceptional quality** of FlippingBook, praising its perfect detail and unique interactive features. - Users love the **user-friendly interface** of FlippingBook, enabling effortless creation and customization of engaging publications. - Users appreciate the **ease of use** of FlippingBook, enhancing their ability to create engaging and interactive content effortlessly. **Cons:** - Users find the **missing features** in FlippingBook, such as detailed reports and design customization, quite disappointing. - Users find the **limited features** of FlippingBook, such as report options and customization, frustrating and insufficient. - Users find FlippingBook **expensive** , especially with high upgrade costs for essential features like reader data. - Users find **feature limitations** in FlippingBook frustrating as essential tracking and editing tools are unavailable during presentations. - Users find FlippingBook **lacking features** , particularly in customization options and availability of templates for presentations. #### What Are Recent G2 Reviews of FlippingBook? **"[Very happy with FlippingBook](https://www.g2.com/survey_responses/flippingbook-review-1361061)"** **Rating:** 5.0/5.0 stars *— Peter J.* [Read full review](https://www.g2.com/survey_responses/flippingbook-review-1361061) --- **"[Stable Links and Great Value for Managing Many FlippingBooks](https://www.g2.com/survey_responses/flippingbook-review-12496818)"** **Rating:** 5.0/5.0 stars *— Loni S.* [Read full review](https://www.g2.com/survey_responses/flippingbook-review-12496818) --- #### What Are G2 Users Discussing About FlippingBook? - [What is FlippingBook used for?](https://www.g2.com/discussions/what-is-flippingbook-used-for) - [How much does flipbook cost?](https://www.g2.com/discussions/how-much-does-flipbook-cost) - 1 comment - [Is flipbook free?](https://www.g2.com/discussions/is-flipbook-free) - 1 comment - [What is the best flipbook software?](https://www.g2.com/discussions/what-is-the-best-flipbook-software) - 1 comment - [What is FlippingBook?](https://www.g2.com/discussions/what-is-flippingbook) - 3 comments ### 16. [Momenteo](https://www.g2.com/products/momenteo/reviews) Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting. **Average Rating:** 4.4/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Momenteo?** - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.8/10) **Who Is the Company Behind Momenteo?** - **Seller:** [Momenteo](https://www.g2.com/sellers/momenteo) - **Year Founded:** 2014 - **HQ Location:** Quebec - **Twitter:** @Momenteo (295 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3795857/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 46% Small-Business, 31% Enterprise #### What Are Recent G2 Reviews of Momenteo? **"[Nice Product for keeping Track](https://www.g2.com/survey_responses/momenteo-review-8263463)"** **Rating:** 4.0/5.0 stars *— Suvi P.* [Read full review](https://www.g2.com/survey_responses/momenteo-review-8263463) --- **"[Essential for EU VAT Compliance, But Needs Better Integration](https://www.g2.com/survey_responses/momenteo-review-13058299)"** **Rating:** 4.5/5.0 stars *— Landrum L.* [Read full review](https://www.g2.com/survey_responses/momenteo-review-13058299) --- #### What Are G2 Users Discussing About Momenteo? - [What is Momenteo used for?](https://www.g2.com/discussions/what-is-momenteo-used-for) ### 17. [NiftyQuoter](https://www.g2.com/products/niftyquoter/reviews) NiftyQuoter helps you create beautiful proposals and quotes for your clients easily. **Average Rating:** 4.0/5.0 **Total Reviews:** 6 **How Do G2 Users Rate NiftyQuoter?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.3/10 (Category avg: 8.8/10) **Who Is the Company Behind NiftyQuoter?** - **Seller:** [NiftyQuoter](https://www.g2.com/sellers/niftyquoter) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of NiftyQuoter? **"[Makes the ENTIRE proposal process seamless](https://www.g2.com/survey_responses/niftyquoter-review-566254)"** **Rating:** 5.0/5.0 stars *— Amy A.* [Read full review](https://www.g2.com/survey_responses/niftyquoter-review-566254) --- **"[Useful tool to help automate sales quotes](https://www.g2.com/survey_responses/niftyquoter-review-4835322)"** **Rating:** 4.5/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/niftyquoter-review-4835322) --- #### What Are G2 Users Discussing About NiftyQuoter? - [What is NiftyQuoter used for?](https://www.g2.com/discussions/what-is-niftyquoter-used-for) ### 18. [seProposals](https://www.g2.com/products/seproposals/reviews) seProposals allows you to point and click to create proposal content and assemble proposals in a visually stunning PDF document that can be professionally printed, output on your office printer, or emailed. **Average Rating:** 5.0/5.0 **Total Reviews:** 6 **How Do G2 Users Rate seProposals?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.8/10) **Who Is the Company Behind seProposals?** - **Seller:** [salesElement](https://www.g2.com/sellers/saleselement) - **Year Founded:** 2003 - **HQ Location:** Pearl River, US - **Twitter:** @salesElement (416 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/126117/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Recent G2 Reviews of seProposals? **"[Effective, Targeted Proposal Automation that "plays within itself"](https://www.g2.com/survey_responses/seproposals-review-119185)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/seproposals-review-119185) --- **"[This is the best quoting tool I have ever used!](https://www.g2.com/survey_responses/seproposals-review-117676)"** **Rating:** 5.0/5.0 stars *— Jenny B.* [Read full review](https://www.g2.com/survey_responses/seproposals-review-117676) --- #### What Are G2 Users Discussing About seProposals? - [What is seProposals used for?](https://www.g2.com/discussions/what-is-seproposals-used-for) ### 19. [MonetizeNow](https://www.g2.com/products/monetizenow/reviews) MonetizeNow is an AI-powered unified CPQ, Billing, Metering, and Revenue platform purpose-built for modern B2B SaaS companies. Unlike legacy quote-to-cash tools that require stitching together separate CPQ, billing, and usage systems, MonetizeNow is built on a single contract-centric data model. This helps revenue teams manage the full lifecycle — quoting, approvals, amendments, renewals, usage billing, invoicing, revenue recognition, and reporting — from one unified platform. MonetizeNow supports complex SaaS monetization models including subscriptions, usage-based pricing, credits, minimum commits, ramps, co-terming and proration. Furthermore, MonetizeNow supports PLG, SLG and resellers seamlessly. **Average Rating:** 4.9/5.0 **Total Reviews:** 40 **How Do G2 Users Rate MonetizeNow?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) **Who Is the Company Behind MonetizeNow?** - **Seller:** [MonetizeNow](https://www.g2.com/sellers/monetizenow) - **Company Website:** https://monetizenow.io - **Year Founded:** 2021 - **HQ Location:** Santa Clara, CA - **Twitter:** @MonetizeNowIo (38 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/monetizenow/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 57% Mid-Market, 35% Small-Business #### What Are MonetizeNow's Pros and Cons? **Pros:** - Customer Support (12 reviews) - Ease of Use (12 reviews) - Efficiency (7 reviews) - Helpful (7 reviews) - Billing Efficiency (6 reviews) **Cons:** - Missing Features (8 reviews) - Difficult Customization (5 reviews) - Limitations (3 reviews) - System Limitations (3 reviews) - Complexity (2 reviews) ### What Do G2 Reviewers Say About MonetizeNow? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **responsive customer support** of MonetizeNow, appreciating their proactive partnership and quick assistance. - Users appreciate the **ease of use** of MonetizeNow, enjoying a clean and intuitive UI with responsive support. - Users commend the **efficiency gains** from MonetizeNow, streamlining operations and enhancing overall productivity significantly. - Users appreciate the **highly responsive support** from MonetizeNow, enhancing their overall experience and satisfaction. - Users praise the **billing efficiency** of MonetizeNow, appreciating its quick implementation and proactive support for complex needs. **Cons:** - Users find the **absence of key features** challenging, requiring significant customization and collaboration for improvements. - Users find **difficult customization** in MonetizeNow to be a challenging aspect, impacting their ability to tailor the system. - Users wish they could access **current previewed usage** , as it would greatly enhance reporting capabilities. - Users express frustration with **system limitations** , particularly regarding advanced features and detailed credit functions. - Users find the **implementation complexity** of MonetizeNow challenging, especially those without coding background. #### What Are Recent G2 Reviews of MonetizeNow? **"[MonetizeNow Streamlines Contracts with Best-in-Class Customer Success](https://www.g2.com/survey_responses/monetizenow-review-12209417)"** **Rating:** 5.0/5.0 stars *— Payton M.* [Read full review](https://www.g2.com/survey_responses/monetizenow-review-12209417) --- **"[Reliable Billing with Stellar Support](https://www.g2.com/survey_responses/monetizenow-review-12304886)"** **Rating:** 5.0/5.0 stars *— Margot B.* [Read full review](https://www.g2.com/survey_responses/monetizenow-review-12304886) --- ### 20. [Catapult](https://www.g2.com/products/catapult-hq-inc-catapult/reviews) Catapult is a turn-key all-in-one Request for 'Anything' (RFx) platform that empowers procurement departments, RFP teams, and contract-sourcing departments to get to DONE faster. Collaborate with various permission levels of team members, manage multiple content databases, track bottlenecks, and evaluate existing partner relationships. Requestor (Issuer), Responder, and Content Management all in one platform! Take advantage of our industry-leading onboarding and 24/7 customer support alongside a robust library of support articles and videos. Whether your organization handles 10 or 10,000 RFx projects a year, reach out to us at Catapult about creating a custom and unique solution to fit the specific needs of your team. Audit tracking and competitive insights & analytics enable you to optimize demand planning processes while simultaneously expanding your prospective pool of clients! Key Features: Automated Responses, Team Collaboration, Content Management, Compliance Oversight, Progress Tracking, Activity Insights & Analytics, Industry Templates, Instant Report Generation, Custom Reporting and Exports, Library Imports, Content Auto-mapping & Nesting, SME Reviews, Version Control, Custom Scoring & Evaluation, Backups, 24/7 Support, Help Center, Support of Multiple Library Databases, EU-US Privacy Shield, SSO, Encrypted Passwords and Credentials Storage, Cloud Security Alliance. **Average Rating:** 4.3/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Catapult?** - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Catapult?** - **Seller:** [Catapult HQ](https://www.g2.com/sellers/catapult-hq) - **Year Founded:** 2017 - **HQ Location:** Fort Mill, US - **LinkedIn® Page:** https://www.linkedin.com/company/catapulthq/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 55% Small-Business, 45% Mid-Market #### What Are Catapult's Pros and Cons? **Pros:** - Easy Setup (1 reviews) ### What Do G2 Reviewers Say About Catapult? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy setup** of Catapult, finding it effective for establishing HSA accounts for employees. #### What Are Recent G2 Reviews of Catapult? **"[HSA Help](https://www.g2.com/survey_responses/catapult-review-11249418)"** **Rating:** 5.0/5.0 stars *— Aubrynn B.* [Read full review](https://www.g2.com/survey_responses/catapult-review-11249418) --- **"[Amazing Experience](https://www.g2.com/survey_responses/catapult-review-9758282)"** **Rating:** 5.0/5.0 stars *— Tahira Khan A.* [Read full review](https://www.g2.com/survey_responses/catapult-review-9758282) --- ### 21. [Proposal Architect](https://www.g2.com/products/proposal-architect/reviews) The Proposal Writing Recipe gives you step-by-step instructions for turning an RFP into a winning proposal. Our recipe gives you the perfect blend of ingredients to produce compliant results every time. **Average Rating:** 4.3/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Proposal Architect?** - **Ease of Use:** 6.7/10 (Category avg: 8.9/10) **Who Is the Company Behind Proposal Architect?** - **Seller:** [Fedmarket.com](https://www.g2.com/sellers/fedmarket-com) - **Year Founded:** 1996 - **HQ Location:** Ketchum, US - **Twitter:** @GSA_Tips (146 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fedmarket.com (13 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Mid-Market #### What Are Recent G2 Reviews of Proposal Architect? **"[Best Tool for Project Proposals](https://www.g2.com/survey_responses/proposal-architect-review-7741180)"** **Rating:** 4.0/5.0 stars *— Bulbul Raj R.* [Read full review](https://www.g2.com/survey_responses/proposal-architect-review-7741180) --- **"[My review for Proposal Architect](https://www.g2.com/survey_responses/proposal-architect-review-7684258)"** **Rating:** 5.0/5.0 stars *— Lavisha B.* [Read full review](https://www.g2.com/survey_responses/proposal-architect-review-7684258) --- ### 22. [Ratio](https://www.g2.com/products/ratio/reviews) Ratio combines a powerful proposal and billing platform with embedded buyer financing letting SaaS and tech businesses offer flexible payment terms, close deals faster, and unlock upfront cash without introducing risk or operational overhead. With Ratio Boost, sales teams create dynamic quotes in minutes, structure custom payment plans, and send branded proposals that include real-time financing options. This shortens sales cycles, increases deal conversion, and gives buyers the flexibility they expect—without involving your finance team in every deal. Once a deal is signed, Ratio advances funds to your business upfront and manages buyer collections over time. We assume credit risk, handle billing, and ensure predictable cash flow, enabling you to scale efficiently without raising capital or tightening terms. Unlike point solutions that focus only on quoting or lending, Ratio unifies the entire quote-to-cash motion—from pricing configuration to payment execution—within one cohesive workflow. Built for sales and finance leaders, Ratio helps teams: - Increase close rates by up to 35% - Grow average contract value by over 25% - Reduce quoting time by 90% - Eliminate reliance on rigid deal desk or manual approvals Ratio is trusted by leading B2B companies in software, services, and digital infrastructure to accelerate revenue and turn their contracts into capital. We don’t just help you sell: we help you scale. **Average Rating:** 4.5/5.0 **Total Reviews:** 27 **How Do G2 Users Rate Ratio?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) **Who Is the Company Behind Ratio?** - **Seller:** [Ratio](https://www.g2.com/sellers/ratio) - **Company Website:** https://www.ratiotech.com - **Year Founded:** 2021 - **HQ Location:** San Mateo, US - **LinkedIn® Page:** https://www.linkedin.com/company/ratio-tech (46 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 41% Mid-Market, 33% Enterprise #### What Are Ratio's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Easy Setup (6 reviews) - Payment Processing (6 reviews) - Customer Support (4 reviews) - Customer Satisfaction (3 reviews) **Cons:** - Slow Performance (4 reviews) - Strict Eligibility (2 reviews) - Approval Process (1 reviews) - Approval Process Issues (1 reviews) - Call Issues (1 reviews) ### What Do G2 Reviewers Say About Ratio? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Ratio, enjoying intuitive navigation and simple integration with existing systems. - Users appreciate the **easy setup** of Ratio, finding it seamless and user-friendly for managing clients and payments. - Users value the **seamless payment processing** of Ratio, ensuring client trust and simplifying the overall workflow. - Users highlight the **excellent customer support** from Ratio, significantly enhancing their sales process and overall experience. - Users appreciate the **speed and efficiency** of Ratio, enhancing their sales processes and client trust greatly. **Cons:** - Users experience **slow performance** with delayed one-time codes, which hampers their overall user experience and efficiency. - Users find the **strict eligibility criteria** challenging, especially regarding exact business details and slow loading times. - Users experience **manual approval delays** as credit history of brands affects the standard process for obtaining Ratio. - Users face challenges with **manual approval processes** due to limited credit history, complicating their experience with Ratio. - Users often experience delays with the **one-time code** , causing frustration and hindering access to the service. #### What Are Recent G2 Reviews of Ratio? **"[Smooth Onboarding, quick and reliable.](https://www.g2.com/survey_responses/ratio-review-12689708)"** **Rating:** 5.0/5.0 stars *— Khizar A.* [Read full review](https://www.g2.com/survey_responses/ratio-review-12689708) --- **"[Seamless Financing with Real-Time Order Updates](https://www.g2.com/survey_responses/ratio-review-12685768)"** **Rating:** 5.0/5.0 stars *— Drake G.* [Read full review](https://www.g2.com/survey_responses/ratio-review-12685768) --- ### 23. [uman.ai](https://www.g2.com/products/uman-ai/reviews) Be the Best-Prepared Sales Team Uman.ai automates 90% of your sales preparation, giving you back time and helping your team focus on what truly matters—the human side of sales. Powered by AI, Uman combines external insights, CRM data, and your portfolio of products and services to deliver the perfect prep for every sales meeting. With Uman.ai, B2B sales teams save over 20 hours per week and feel confident tackling even the most complex sales conversations. Whether it’s prospect research, personalized content generation, or identifying relevant cases and offerings, Uman provides everything you need—without lifting a finger. **Average Rating:** 4.5/5.0 **Total Reviews:** 4 **How Do G2 Users Rate uman.ai?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind uman.ai?** - **Seller:** [uman.ai](https://www.g2.com/sellers/uman-ai) - **Year Founded:** 2019 - **HQ Location:** Ghent, BE - **LinkedIn® Page:** https://www.linkedin.com/company/umanai/ (79 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 25% Enterprise #### What Are Recent G2 Reviews of uman.ai? **"[Fast and accurate results we can really work with](https://www.g2.com/survey_responses/uman-ai-review-7626967)"** **Rating:** 4.5/5.0 stars *— Jules V.* [Read full review](https://www.g2.com/survey_responses/uman-ai-review-7626967) --- **"[Augmented search and knowledge management capabilities for our sales team](https://www.g2.com/survey_responses/uman-ai-review-7607993)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/uman-ai-review-7607993) --- ### 24. [WeSuite](https://www.g2.com/products/wesuite/reviews) WeSuite provides lead management, powerful & flexible quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support. **Average Rating:** 3.9/5.0 **Total Reviews:** 4 **How Do G2 Users Rate WeSuite?** - **Ease of Use:** 7.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind WeSuite?** - **Seller:** [WeSuite](https://www.g2.com/sellers/wesuite) - **Year Founded:** 2008 - **HQ Location:** White Plains, US - **Twitter:** @WeSuite (711 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wesuite/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 50% Mid-Market #### What Are Recent G2 Reviews of WeSuite? **"[Effective way to manage & grow](https://www.g2.com/survey_responses/wesuite-review-5375070)"** **Rating:** 5.0/5.0 stars *— Verified User in Automotive* [Read full review](https://www.g2.com/survey_responses/wesuite-review-5375070) --- **"[Despite Sales Tool](https://www.g2.com/survey_responses/wesuite-review-8156945)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/wesuite-review-8156945) --- #### What Are G2 Users Discussing About WeSuite? - [What is WeSuite used for?](https://www.g2.com/discussions/what-is-wesuite-used-for) ### 25. [Axiom Sales Manager](https://www.g2.com/products/axiom-sales-manager/reviews) Axiom Sales Manager is a web-based sales application that empowers sales efficiency for both your sales force and sales management. With Axiom, your sales force effectively creates quotes and proposals for their customers while you effectively administer your sales force, your product pricing and your sales pipeline. **Average Rating:** 4.5/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Axiom Sales Manager?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Axiom Sales Manager?** - **Seller:** [Raeko Software](https://www.g2.com/sellers/raeko-software) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Axiom Sales Manager? **"[A highly effective software to boost sales force and management.](https://www.g2.com/survey_responses/axiom-sales-manager-review-4436930)"** **Rating:** 4.5/5.0 stars *— Elion-Jee A.* [Read full review](https://www.g2.com/survey_responses/axiom-sales-manager-review-4436930) --- **"[Axiom Sales Manager an efficient software to boost sales.](https://www.g2.com/survey_responses/axiom-sales-manager-review-4448432)"** **Rating:** 4.5/5.0 stars *— Boschma C.* [Read full review](https://www.g2.com/survey_responses/axiom-sales-manager-review-4448432) --- #### What Are G2 Users Discussing About Axiom Sales Manager? - [What is Axiom Sales Manager used for?](https://www.g2.com/discussions/what-is-axiom-sales-manager-used-for) ## 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) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## 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.