# Best Proposal Software - Page 2 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,416 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 (1,246 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 (1,298 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 (246 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 (895 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 (121 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 (1,656 reviews) | — | "[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)" | --- ## 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 ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 290 ### Category Stats (Jul 2026) - **Average Rating**: 4.51/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Steerlab (+1.59%) - Among all products in this category, Steerlab recorded the largest rating increase compared to last month *Last updated: July 04, 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 - 290+ 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=2026-07-04T19%3A17%3A17Z&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=c596f721cf70896622d2efbfb0b4104cad4c297873fa5f1ac1e080662ff25b0c&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. [fynk](https://www.g2.com/products/fynk/reviews) fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, manage, collaborate, and sign - all in one platform! **Average Rating:** 4.9/5.0 **Total Reviews:** 44 **How Do G2 Users Rate fynk?** - **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: 8.7/10) **Who Is the Company Behind fynk?** - **Seller:** [fynk GmbH](https://www.g2.com/sellers/fynk-gmbh) - **Year Founded:** 2022 - **HQ Location:** Vienna - **LinkedIn® Page:** https://www.linkedin.com/company/fynkcom/ (32 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Head of Finance - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 76% Mid-Market, 17% Small-Business #### What Are fynk's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Contract Management (14 reviews) - Efficiency (13 reviews) - Automation (10 reviews) - Time Efficiency (10 reviews) **Cons:** - Insufficient Analytics (6 reviews) - Limited Reporting (5 reviews) - Poor Reporting (5 reviews) - Content Management (4 reviews) - Dashboard Issues (4 reviews) ### What Do G2 Reviewers Say About fynk? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of fynk, appreciating its seamless integration and centralized management of contracts. - Users appreciate the **centralized contract management** of fynk, streamlining workflows and enhancing oversight across all agreements. - Users commend fynk for its **efficiency in streamlining contract processes** , enhancing visibility and control across agreements. - Users value the **automation of workflows** in fynk, enhancing efficiency and control over the contract process. - Users value the **time efficiency** of fynk, enabling quick contract management seamlessly integrated into their workflows. **Cons:** - Users find the **insufficient analytics** in Fynk limits deep financial insights and hampers decision-making effectiveness. - Users find the **limited reporting** capabilities of fynk insufficient for complex analyses and international operations. - Users find **reporting inadequate** for complex analysis and customization, requiring workarounds for essential insights. - Users find the **content management capabilities lacking** , often resorting to external tools for advanced reporting and analysis. - Users find the **dashboard issues** in Fynk limit financial analysis capabilities and require reliance on external BI tools. #### What Are Recent G2 Reviews of fynk? **"[All Contracts Under One Roof: Clear Visibility and Efficient Workflows](https://www.g2.com/survey_responses/fynk-review-12319840)"** **Rating:** 5.0/5.0 stars *— Abdul M.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12319840) --- **"[Critical Infrastructure for Scaling Our Fintech Product and Partner Ecosystem](https://www.g2.com/survey_responses/fynk-review-12167240)"** **Rating:** 5.0/5.0 stars *— Isaac S.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12167240) --- ### 2. [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. **Average Rating:** 4.0/5.0 **Total Reviews:** 122 **How Do G2 Users Rate ConnectWise CPQ?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind ConnectWise CPQ?** - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise (14,926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48576/ (3,388 employees on LinkedIn®) - **Phone:** 800-671-6898 **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 51% Small-Business, 46% Mid-Market #### What Are ConnectWise CPQ's Pros and Cons? **Pros:** - Customization (3 reviews) - Customer Support (2 reviews) - Customizability (2 reviews) - Customization Options (2 reviews) - Easy Integration (2 reviews) **Cons:** - Difficult Editing (2 reviews) - Bug Issues (1 reviews) - Complex Features (1 reviews) - Complex Setup (1 reviews) - Deletion Problems (1 reviews) ### What Do G2 Reviewers Say About ConnectWise CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **flexible customization** options of ConnectWise CPQ, enhancing their quoting process and user experience. - Users value the **quick customer support** of ConnectWise CPQ, enhancing their overall experience and efficiency. - Users value the **high customizability** of ConnectWise CPQ, enhancing their quoting process with flexibility and automation. - Users value the **flexible customization options** of ConnectWise CPQ, enhancing their quoting process with many great features. - Users find **easy integration** with CW PSA highly beneficial, enhancing their overall experience with ConnectWise CPQ. **Cons:** - Users struggle with **difficult editing** in ConnectWise CPQ, finding formatting and feature requests frustrating and time-consuming. - Users experience **bug issues** that hinder functionality and complicate tasks within ConnectWise CPQ, causing frustration. - Users find the **complex setup** of ConnectWise CPQ overwhelming, often recommending a knowledgeable consultant for assistance. - Users find the **setup process complex and overwhelming** , recommending hiring a knowledgeable consultant for assistance. - Users struggle with **deletion problems** in ConnectWise CPQ, finding it outdated and slow to implement changes. #### What Are Recent G2 Reviews of ConnectWise CPQ? **"[A must have if you use CW environment.](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770) --- **"[Highly Customizable and Easy to Use After Proper Setup](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)"** **Rating:** 5.0/5.0 stars *— Eileen W.* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168) --- #### What Are G2 Users Discussing About ConnectWise CPQ? - [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp) - [What is quosal?](https://www.g2.com/discussions/what-is-quosal) - [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for) ### 3. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. **Average Rating:** 4.3/5.0 **Total Reviews:** 594 **How Do G2 Users Rate Conga CLM?** - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Conga CLM?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Administrator - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Mid-Market, 39% Enterprise #### What Are Conga CLM's Pros and Cons? **Pros:** - Ease of Use (83 reviews) - Efficiency (61 reviews) - Features (61 reviews) - Contract Management (59 reviews) - Integrations (45 reviews) **Cons:** - Steep Learning Curve (32 reviews) - Learning Curve (29 reviews) - Slow Performance (26 reviews) - Time-Consuming (26 reviews) - Complex Setup (23 reviews) ### What Do G2 Reviewers Say About Conga CLM? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Conga CLM exceptional, facilitating seamless contract management and daily operations. - Users highlight the **efficiency** of Conga CLM, praising its seamless integration and streamlined workflows for productivity. - Users value the **flexible features** of Conga CLM, making document generation and management seamless and efficient. - Users value the **enhanced contract management features** of Conga CLM, streamlining processes with AI and collaboration tools. - Users appreciate the **seamless integrations** of Conga CLM, enhancing workflow automation and contract management efficiency. **Cons:** - Users face a **steep learning curve** with Conga CLM, especially during initial setup and configuration tasks. - Users find the **learning curve steep** for Conga CLM, particularly with complex features and integrations requiring support. - Users frequently face **slow performance** with Conga CLM, particularly when handling large documents, which hampers efficiency. - Users experience **time-consuming processes** with Conga CLM, particularly in document generation for large and complex contracts. - Users find the **complex setup** of Conga CLM challenging, often requiring expert assistance for proper configuration. #### What Are Recent G2 Reviews of Conga CLM? **"[Streamlines Contract Management, But Setup Can Be Challenging](https://www.g2.com/survey_responses/conga-clm-review-11888895)"** **Rating:** 5.0/5.0 stars *— Bhagirath P.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-11888895) --- **"[Conga CLM: Simplifying Contract Creation, Execution, and Management](https://www.g2.com/survey_responses/conga-clm-review-10722962)"** **Rating:** 5.0/5.0 stars *— Ankita K.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962) --- #### What Are G2 Users Discussing About Conga CLM? - [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment - [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce) - [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for) - [What do contract management systems look for?](https://www.g2.com/discussions/what-do-contract-management-systems-look-for) - [How much does conga cost?](https://www.g2.com/discussions/how-much-does-conga-cost) ### 4. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 261 **How Do G2 Users Rate OnePageCRM?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind OnePageCRM?** - **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm) - **Year Founded:** 2010 - **HQ Location:** Galway, Ireland - **Twitter:** @OnePageCRM (3,922 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1014103/ (21 employees on LinkedIn®) - **Phone:** +1 (646) 762 1303 **Who Uses This Product?** - **Who Uses This:** Founder, Managing Director - **Top Industries:** Non-Profit Organization Management, Marketing and Advertising - **Company Size:** 84% Small-Business, 12% Mid-Market #### What Are OnePageCRM's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Simple (33 reviews) - Simplicity (27 reviews) - Customer Support (26 reviews) - Easy Setup (25 reviews) **Cons:** - Missing Features (15 reviews) - Limited Options (9 reviews) - Limited Features (7 reviews) - Export Limitations (6 reviews) - Integration Issues (6 reviews) ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of OnePageCRM, appreciating its intuitive interface and excellent customer support. - Users praise the **simple and effective** nature of OnePageCRM, enhancing daily client management for small businesses. - Users value the **simplicity and ease of use** of OnePageCRM, quickly mastering it for effective sales management. - Users commend the **quick and caring customer support** of OnePageCRM, enhancing their overall experience and satisfaction. - Users appreciate the **easy setup** of OnePageCRM, making it simple to configure and train others swiftly. **Cons:** - Users feel that **missing features** like billing flexibility and adequate duplicate management hinder optimal use of OnePageCRM. - Users find the **limited options** for reporting, automation, and customization restrictive for their diverse needs. - Users note the **limited features** of OnePageCRM, desiring better integration and advanced functionalities for diverse needs. - Users find the **export limitations** in OnePageCRM restrictive, hindering custom reporting and data analysis effectively. - Users find **integration issues** with OnePageCRM challenging, affecting its functionality with other essential software. #### What Are Recent G2 Reviews of OnePageCRM? **"[Simple, Action-Focused CRM That Keeps Sales Moving](https://www.g2.com/survey_responses/onepagecrm-review-13042676)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-13042676) --- **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ### 5. [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews) Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 95 **How Do G2 Users Rate Epicor CPQ?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Epicor CPQ?** - **Seller:** [Epicor](https://www.g2.com/sellers/epicor) - **Year Founded:** 1972 - **HQ Location:** Austin, TX - **Twitter:** @Epicor (9,286 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4617/ (6,204 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Pharmaceuticals - **Company Size:** 60% Mid-Market, 40% Enterprise #### What Are Epicor CPQ's Pros and Cons? **Pros:** - Customization (2 reviews) - Ease of Use (2 reviews) - Intuitive (1 reviews) - Simple (1 reviews) - Templates (1 reviews) **Cons:** - Slow Performance (2 reviews) - Bug Issues (1 reviews) - Complex Implementation (1 reviews) - Complexity (1 reviews) - Complex Setup (1 reviews) ### What Do G2 Reviewers Say About Epicor CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization capabilities** of Epicor CPQ, allowing easy product configuration based on client templates. - Users highlight the **ease of use** of Epicor CPQ, making it quick and simple to deploy changes effectively. - Users value the **intuitive design** of Epicor CPQ, making it easy to sell products and services effectively. - Users find Epicor CPQ to be highly **compatible and user-friendly** , making it easy to sell products and services. - Users value the **template flexibility** in Epicor CPQ, enabling efficient configurations for multiple products based on client needs. **Cons:** - Users find the **slow performance** of Epicor CPQ frustrating, often experiencing glitches and freezes during use. - Users often experience **bug issues** with Epicor CPQ, leading to glitches and frustrating screen freezes during use. - Users find the **complex implementation** of Epicor CPQ challenging, often requiring a specialist for adjustments. - Users find the **complexity** of Epicor CPQ requires specialists for configuration changes, complicating the overall usage experience. - Users find the **complex setup** of Epicor CPQ requires a specialist for effective configuration changes. #### What Are Recent G2 Reviews of Epicor CPQ? **"[Flexible soltution with a lot of possibilities](https://www.g2.com/survey_responses/epicor-cpq-review-9824766)"** **Rating:** 4.0/5.0 stars *— Edwin N.* [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-9824766) --- **"[Post launch sucess](https://www.g2.com/survey_responses/epicor-cpq-review-11140416)"** **Rating:** 5.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-11140416) --- #### What Are G2 Users Discussing About Epicor CPQ? - [What are the benefits and drawbacks of using Epicor CPQ for configure-price-quote processes?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-epicor-cpq-for-configure-price-quote-processes) - [What is Epicor CPQ used for?](https://www.g2.com/discussions/what-is-epicor-cpq-used-for) ### 6. [Minoa](https://www.g2.com/products/minoa/reviews) Minoa turns value engineering into software. We codify how your product creates value (use case → outcomes → metrics → financial impact), generate CFO-ready business cases and mutual value plans, and track promised vs. realized outcomes from discovery through renewal. Revenue teams at Snowflake, Vanta, Pendo and others use Minoa to standardize value selling, scale business cases across more deals, and defend renewals with measurable impact. **Average Rating:** 5.0/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Minoa?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Minoa?** - **Seller:** [Minoa](https://www.g2.com/sellers/minoa) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** https://www.linkedin.com/company/getminoa/about/ (17 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 79% Mid-Market, 13% Small-Business #### What Are Minoa's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Time-saving (3 reviews) - Customer Support (2 reviews) - Easy Sharing (2 reviews) - Efficiency (2 reviews) ### What Do G2 Reviewers Say About Minoa? *AI-generated summary from verified user reviews* **Pros:** - Users find Minoa to be **extremely easy to use** , enabling quick ROI calculations and seamless sharing with teams. - Users value Minoa for its **time-saving capabilities** , enabling quick creation of business cases and ROI calculations. - Users commend Minoa for its **swift and helpful customer support** , enhancing the overall user experience significantly. - Users highlight the **easy sharing** feature of Minoa, enhancing collaboration and value communication across teams. - Users appreciate the **efficiency** of Minoa, enabling quick ROI calculations and swift implementation for enhanced productivity. #### What Are Recent G2 Reviews of Minoa? **"[Empowering my Mid-Market AEs to create more business cases and win more deals - thanks to Minoa](https://www.g2.com/survey_responses/minoa-review-10521315)"** **Rating:** 5.0/5.0 stars *— Richard U.* [Read full review](https://www.g2.com/survey_responses/minoa-review-10521315) --- **"[Minoa helped me scale beyond our small value team](https://www.g2.com/survey_responses/minoa-review-10568753)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/minoa-review-10568753) --- ### 7. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 317 **How Do G2 Users Rate Assembly?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Assembly?** - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** https://assembly.com/ - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot (60,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/assemblycom/ (42 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small-Business, 4% Mid-Market #### What Are Assembly's Pros and Cons? **Pros:** - Ease of Use (147 reviews) - Easy Setup (80 reviews) - Customer Support (75 reviews) - Integrations (73 reviews) - Intuitive (73 reviews) **Cons:** - Missing Features (96 reviews) - Limited Features (69 reviews) - Lacking Features (47 reviews) - Limited Customization (47 reviews) - Integration Issues (33 reviews) ### What Do G2 Reviewers Say About Assembly? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Assembly, finding it simplifies client interactions and organization of information. - Users love the **easy setup** of Copilot, allowing seamless integration for both businesses and customers. - Users appreciate the **responsive customer support** of Assembly, finding it helpful and vital for seamless integration. - Users value the **seamless integrations** of Assembly, enhancing client management and centralizing business processes effectively. - Users praise Assembly for its **intuitive setup** , making client management and integrations seamless and efficient. **Cons:** - Users desire more **features** in Assembly, hoping for improved integration and support for rich text and HTML functionality. - Users feel that there are **limited features** in Assembly, hindering customization and integration opportunities. - Users find Assembly **lacking features** , needing workarounds due to limited apps, forms, and workflows available. - Users feel the **limited customization** options hinder the portal's adaptability to their specific needs and preferences. - Users experience **integration issues** with Assembly, desiring better compatibility with third-party services and tools. #### What Are Recent G2 Reviews of Assembly? **"[Custom Workflows, Forms, and Easy Client Billing in One System](https://www.g2.com/survey_responses/assembly-review-12715760)"** **Rating:** 5.0/5.0 stars *— John M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-12715760) --- **"[Smooth Client Data Capture with a Stable, White-Label-Friendly UI](https://www.g2.com/survey_responses/assembly-review-13020502)"** **Rating:** 4.5/5.0 stars *— Verified User in Civil Engineering* [Read full review](https://www.g2.com/survey_responses/assembly-review-13020502) --- #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - 1 upvote - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote - [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal) ### 8. [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 699 **How Do G2 Users Rate TaxDome?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind TaxDome?** - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small-Business, 0% Mid-Market #### What Are TaxDome's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Communication (27 reviews) - Centralization (26 reviews) - Efficiency (26 reviews) - Customer Support (24 reviews) **Cons:** - Learning Curve (21 reviews) - Missing Features (16 reviews) - Difficult Learning (15 reviews) - Limited Features (12 reviews) - Limited Functionality (11 reviews) ### What Do G2 Reviewers Say About TaxDome? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of TaxDome, benefiting from seamless client management and intuitive features. - Users value the **effective communication tools** of TaxDome, enabling seamless client interactions and document management. - Users value the **centralization of client information** in TaxDome, enhancing communication and organization across the team. - Users highlight the **efficiency** of TaxDome, streamlining client communication and organizing complex tax cases effortlessly. - Users commend the **excellent customer support** at TaxDome, highlighting responsiveness and attentiveness in resolving issues. **Cons:** - Users find the **learning curve steep** , especially when managing tags and lacking adequate support for setup. - Users find the **missing features** in TaxDome limiting, affecting usability and integration with other tools. - Users find the **difficult learning curve** of TaxDome overwhelming, requiring significant time and effort to master. - Users report **limited features** in TaxDome, including inadequate invoicing, reporting, and basic functionality, hindering efficiency. - Users report **limited functionality** in TaxDome, facing issues with invoicing, reporting, and overall user experience. #### What Are Recent G2 Reviews of TaxDome? **"[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)"** **Rating:** 4.5/5.0 stars *— Eric J.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) --- **"[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)"** **Rating:** 5.0/5.0 stars *— Heather B.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) --- #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### 9. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 **How Do G2 Users Rate Nintex?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Nintex?** - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** https://www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,192 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Enterprise, 40% Mid-Market #### What Are Nintex's Pros and Cons? **Pros:** - Ease of Use (37 reviews) - Workflow Management (19 reviews) - Automation (18 reviews) - Easy Setup (17 reviews) - Versatility (16 reviews) **Cons:** - Limited Features (17 reviews) - Learning Curve (13 reviews) - Complexity (9 reviews) - Expensive (9 reviews) - Limited Customization (9 reviews) ### What Do G2 Reviewers Say About Nintex? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Nintex, enjoying quick form adjustments and improved visibility for requests. - Users value the **intuitive workflow management** in Nintex, enabling seamless feature implementation and enhanced communication. - Users value the **automation capabilities** of Nintex, enhancing efficiency and simplifying complex processes seamlessly. - Users commend the **easy setup** of Nintex, enabling even non-technical staff to create workflows effortlessly. - Users highlight the **versatility** of Nintex, enabling seamless integration and effortless automation for diverse workflows. **Cons:** - Users find Nintex offers **limited features** , making it challenging to build complex workflows and requiring better integration. - Users experience a **steep learning curve** with Nintex, making it challenging for new users to fully utilize its features. - Users find the **complexity of Nintex** challenging, noting a steep learning curve and difficult navigation in workflows. - Users find Nintex to be **expensive** , especially for smaller organizations with less critical processes and needs. - Users find **limited customization options** in Nintex, often needing developer support for complex features and integrations. #### What Are Recent G2 Reviews of Nintex? **"[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) --- **"[Boosts Productivity with No-Code Automation](https://www.g2.com/survey_responses/nintex-review-12454818)"** **Rating:** 4.0/5.0 stars *— Valerie D.* [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) --- #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) - [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment - [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for) ### 10. [Apropo](https://www.g2.com/products/apropo/reviews) Apropo is a project estimation tool designed for software agencies obsessed with customer experience. It gives you UNFAIR advantage over other agencies by making your quotes faster, more accurate and customer-friendlier, all at once. Quote faster - create quotes in minutes instead of hours, thanks to AI, repeatable quoting components and error-proof formulas. Get to your customers before your competitors! Win more projects - compose beautiful and friendly quotes with your agency’s branding that will stand out from competitors. Engage your customers with interactive scope configuration and watch videos of how they work with your quote. No more ugly Excel files! Standardize & control your quoting process - get all your agency quotes in a single place, standardize your process with quote templates and export your quotes to Jira and create project backlog in minutes instead of hours. Stop spending hours creating Excel quotes that lose. Spend minutes creating next-gen quotes that win. **Average Rating:** 4.8/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Apropo?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Apropo?** - **Seller:** [Apropo.io](https://www.g2.com/sellers/apropo-io) - **Year Founded:** 2021 - **HQ Location:** Lublin, PL - **LinkedIn® Page:** https://www.linkedin.com/company/apropo-io (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are Apropo's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Efficiency (12 reviews) - Time-saving (11 reviews) - Presentation Quality (9 reviews) - Customer Support (8 reviews) **Cons:** - Bug Issues (5 reviews) - Complexity (4 reviews) - Feature Usability (4 reviews) - Lack of Customization (3 reviews) - Inadequate AI Performance (2 reviews) ### What Do G2 Reviewers Say About Apropo? *AI-generated summary from verified user reviews* **Pros:** - Users find Apropo to be **intuitive and easy to use** , allowing for quick and professional proposal creation. - Users value Apropo for its **efficiency** in streamlining the estimation process and improving client engagement significantly. - Users benefit from **time-saving features** in Apropo, optimizing their workflow and speeding up the quoting process significantly. - Users love the **presentation quality** of Apropo, as it creates professional and visually appealing quotes for clients. - Users commend the **exceptional customer support** of Apropo, highlighting responsiveness and dedicated assistance throughout onboarding. **Cons:** - Users often face **minor bug issues** with Apropo, but the product is actively evolving and improving. - Users experience **complexity in onboarding** , often feeling overwhelmed by features and struggling with formatting options. - Users find the **feature usability lacking** due to extra steps and confusing formatting options in Apropo. - Users express a need for greater **customization options** in Apropo to enhance their overall experience and efficiency. - Users note the **inadequate AI performance** , as it lacks smart automation and customization in its features. #### What Are Recent G2 Reviews of Apropo? **"[Perfect tool](https://www.g2.com/survey_responses/apropo-review-12354913)"** **Rating:** 5.0/5.0 stars *— Piotr F.* [Read full review](https://www.g2.com/survey_responses/apropo-review-12354913) --- **"[Best tool for creating structured proposals for custom software projects](https://www.g2.com/survey_responses/apropo-review-12397756)"** **Rating:** 5.0/5.0 stars *— Mateusz L.* [Read full review](https://www.g2.com/survey_responses/apropo-review-12397756) --- #### What Are G2 Users Discussing About Apropo? - [What is Apropo.io proposal automation used for?](https://www.g2.com/discussions/what-is-apropo-io-proposal-automation-used-for) - 1 upvote ### 11. [Smart Pricing Table](https://www.g2.com/products/smart-pricing-table/reviews) Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offering reusable components, customizable templates, and interactive options, it enables users to build detailed, client-driven proposals efficiently, reducing the time spent on proposal generation by up to 90%. Key Features and Functionality: - Reusable Line Items: Create a library of pre-defined services that can be quickly inserted into any proposal, ensuring accuracy and scalability. - Powerful Templates: Develop ready-to-use templates for common project types by combining content blocks and service packages, facilitating rapid proposal assembly. - Interactive Proposals: Allow clients to select optional add-ons and upsells through interactive checkboxes, enhancing engagement and increasing deal sizes. - Price Visibility Controls: Customize what clients see by showing or hiding individual line items and sections within the proposal. - Discounts & Price Adjustments: Easily apply discounts, rush fees, or adjustments to accommodate project complexities without disrupting the proposal structure. - In-App Proposal Sending: Send proposals directly from the application or via custom links, providing a seamless and branded client experience. - CRM Integrations: Integrate with platforms like HubSpot, Pipedrive, Zoho CRM, and Salesforce (beta) to synchronize data and streamline workflows. Primary Value and Solutions Provided: Smart Pricing Table addresses common challenges faced by service providers, such as time-consuming proposal creation, scope creep, and limited client engagement. By leveraging reusable components and interactive features, it reduces the time spent on drafting proposals, minimizes unpaid work, and empowers clients to customize their service packages, leading to higher conversion rates and increased revenue. The software's user-friendly interface and integration capabilities ensure a smooth workflow, allowing businesses to focus more on delivering value to their clients. **Average Rating:** 5.0/5.0 **Total Reviews:** 53 **How Do G2 Users Rate Smart Pricing Table?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Smart Pricing Table?** - **Seller:** [Smart Pricing Table](https://www.g2.com/sellers/smart-pricing-table) - **Year Founded:** 2020 - **HQ Location:** N/A - **LinkedIn® Page:** http://www.linkedin.com/company/smart-pricing-table (3 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 94% Small-Business, 4% Mid-Market #### What Are Smart Pricing Table's Pros and Cons? **Pros:** - Customer Support (7 reviews) - Ease of Use (6 reviews) - Efficiency (4 reviews) - Time-saving (4 reviews) - Easy Creation (3 reviews) **Cons:** - Signature Issues (2 reviews) - Copy-Paste Issues (1 reviews) - Initial Usage Difficulty (1 reviews) - Lack of Guidance (1 reviews) - Layout Issues (1 reviews) ### What Do G2 Reviewers Say About Smart Pricing Table? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **responsive customer support** of Smart Pricing Table, highlighting quick solutions and helpful assistance. - Users find Smart Pricing Table to be **extremely easy to use** , enabling quick and intuitive setup without a learning curve. - Users highlight the **efficiency** of Smart Pricing Table, streamlining proposal creation and enhancing overall business productivity. - Users value the **time-saving features** of Smart Pricing Table, significantly reducing proposal preparation and follow-up efforts. - Users highly value the **easy creation** of proposals with Smart Pricing Table, enhancing efficiency and client communication. **Cons:** - Users wish for **multiple client signers** and a simplified signing process for a better experience with Smart Pricing Table. - Users feel that having the **Smart Pricing Table watermarked** everywhere undermines originality and customization for proposals. - Users face **initial usage difficulty** with Smart Pricing Table, often needing more direct help beyond available video resources. - Users experience a **lack of guidance** during setup, preferring direct human interaction over instructional videos. - Users note **layout issues** with Smart Pricing Table, expressing a desire for greater design control beyond the basic framework. #### What Are Recent G2 Reviews of Smart Pricing Table? **"[A Game Changer for Agency Proposals](https://www.g2.com/survey_responses/smart-pricing-table-review-11734948)"** **Rating:** 5.0/5.0 stars *— Lukas L.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-11734948) --- **"[Flexible quoting that fits messy agency life](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578)"** **Rating:** 5.0/5.0 stars *— Ryan S.* [Read full review](https://www.g2.com/survey_responses/smart-pricing-table-review-12648578) --- ### 12. [Tilkee](https://www.g2.com/products/tilkee/reviews) Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisations to better engage with prospects and clients. Using innovative tracking tools, AI-powered engagement analytics, and over 30 tool integrations including Salesforce and Microsoft Dynamics, the Tilkee platform increases sales management effectiveness and helps achieve higher seller productivity. Whether you use Salesforce, Oracle, Microsoft Dynamics or one of many other CRM tools, Tilkee’s sophisticated cloud-based solution analyses prospects’ interest using Augmented Intelligence and allows your sales teams to contact the right prospect at the right moment. Tilkee analyzes prospects'​ reading behavior to help you qualify in real-time their willingness to sign the deal. **Average Rating:** 4.6/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Tilkee?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Tilkee?** - **Seller:** [Tilkee](https://www.g2.com/sellers/tilkee) - **Year Founded:** 2014 - **HQ Location:** Lyon, Rh‚Äö√†√∂¬¨‚Ä¢ne Alpes - **Twitter:** @tilkeeapp (2,962 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2758781/ (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 55% Small-Business, 36% Mid-Market #### What Are Recent G2 Reviews of Tilkee? **"[Why I am a fan of TILKEE](https://www.g2.com/survey_responses/tilkee-review-3116139)"** **Rating:** 5.0/5.0 stars *— Virginie G.* [Read full review](https://www.g2.com/survey_responses/tilkee-review-3116139) --- **"[A Solution to Empower and Inform Business Development Efforts](https://www.g2.com/survey_responses/tilkee-review-8413324)"** **Rating:** 4.5/5.0 stars *— Philip H.* [Read full review](https://www.g2.com/survey_responses/tilkee-review-8413324) --- #### What Are G2 Users Discussing About Tilkee? - [What is Tilkee used for?](https://www.g2.com/discussions/what-is-tilkee-used-for) ### 13. [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Zilliant CPQ?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Zilliant CPQ?** - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** https://www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant (3,351 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Mechanical or Industrial Engineering - **Company Size:** 47% Small-Business, 37% Enterprise #### What Are Zilliant CPQ's Pros and Cons? **Pros:** - Efficiency (2 reviews) - Product Management (2 reviews) - Customizability (1 reviews) - Ease of Use (1 reviews) - Easy Customization (1 reviews) **Cons:** - Slow Loading (2 reviews) - Slow Performance (2 reviews) ### What Do G2 Reviewers Say About Zilliant CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of Zilliant CPQ, greatly enhancing quote cycle and order lead times for competitive advantage. - Users enjoy the **enhanced efficiency** in quote cycle times and order lead times with Zilliant CPQ. - Users value the **customizability** of Zilliant CPQ, allowing tailored solutions for enhanced efficiency and security. - Users value the **ease of use** of Zilliant CPQ, allowing quick configuration of solutions and pricing. - Users value the **easy customization** of Zilliant CPQ, enhancing processes with tailored solutions and security features. **Cons:** - Users find the **slow loading** during complex operations frustrating, affecting their overall experience with Zilliant CPQ. - Users experience **slow performance** with Zilliant CPQ, particularly during complex operations, impacting efficiency. #### What Are Recent G2 Reviews of Zilliant CPQ? **"[Able to create a Global Quoting platform integrating our specific needs](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)"** **Rating:** 4.5/5.0 stars *— Russ M.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) --- **"[Inmind Cloud is 5 star](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)"** **Rating:** 5.0/5.0 stars *— Ian G.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) --- ### 14. [Nusii](https://www.g2.com/products/nusii/reviews) Proposal software for creative agencies and online businesses. Stop fighting with Word, Google Docs, and unruly PDF’s. Nusii is the fastest way to close your next deal. With professional proposal templates, notification system, proposal tracking, and online signing, we know we can help your business grow. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Nusii?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Nusii?** - **Seller:** [Nusii](https://www.g2.com/sellers/nusii) - **Year Founded:** 2013 - **HQ Location:** MADRID - **Twitter:** @nusiiapp (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nusii-proposals-sl/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small-Business, 4% Enterprise #### What Are Recent G2 Reviews of Nusii? **"[The lost art and persuasive power of a great proposal format - Nusii rocks!](https://www.g2.com/survey_responses/nusii-review-7990413)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/nusii-review-7990413) --- **"[Reliant](https://www.g2.com/survey_responses/nusii-review-5128641)"** **Rating:** 4.5/5.0 stars *— Nicole L.* [Read full review](https://www.g2.com/survey_responses/nusii-review-5128641) --- #### What Are G2 Users Discussing About Nusii? - [What is Nusii used for?](https://www.g2.com/discussions/what-is-nusii-used-for) ### 15. [XaitPorter](https://www.g2.com/products/xaitporter/reviews) XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents with high value and high impact, and make it easy to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content. **Average Rating:** 4.6/5.0 **Total Reviews:** 51 **How Do G2 Users Rate XaitPorter?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind XaitPorter?** - **Seller:** [Xait](https://www.g2.com/sellers/xait) - **Year Founded:** 2000 - **HQ Location:** Sandnes, Norway - **Twitter:** @xaitgroup (701 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/110126/ (92 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Oil & Energy, Computer Software - **Company Size:** 57% Mid-Market, 31% Enterprise #### What Are Recent G2 Reviews of XaitPorter? **"[Efficient collaboration with intuitive interface is possible](https://www.g2.com/survey_responses/xaitporter-review-8337616)"** **Rating:** 4.5/5.0 stars *— Richard C.* [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8337616) --- **"[My Firsthand Experience with XaitPorter: A Comprehensive Review](https://www.g2.com/survey_responses/xaitporter-review-8317554)"** **Rating:** 5.0/5.0 stars *— Deepansh K.* [Read full review](https://www.g2.com/survey_responses/xaitporter-review-8317554) --- #### What Are G2 Users Discussing About XaitPorter? - [What is XaitPorter used for?](https://www.g2.com/discussions/what-is-xaitporter-used-for) ### 16. [Cacheflow](https://www.g2.com/products/cacheflow/reviews) Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Cacheflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Cacheflow?** - **Seller:** [Cacheflow](https://www.g2.com/sellers/cacheflow) - **Year Founded:** 2021 - **HQ Location:** Los Altos, CA - **Twitter:** @getcacheflow (88 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getcacheflow (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 78% Mid-Market, 22% Small-Business #### What Are Cacheflow's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - Easy Setup (10 reviews) - Customer Support (8 reviews) - Features (8 reviews) - Integrations (8 reviews) **Cons:** - Missing Features (9 reviews) - Limited Features (5 reviews) - Access Limitations (4 reviews) - Difficult Customization (3 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About Cacheflow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Cacheflow, appreciating its quick setup and efficient integration with CRM tools. - Users appreciate the **easy setup** of Cacheflow, enabling quick integrations and streamlined processes for sales efficiency. - Users praise the **proactive support** from Cacheflow's customer support team, enhancing the implementation experience and efficiency. - Users love the **visibility of proposal views** in Cacheflow, enhancing follow-ups and collaboration with seamless invoicing management. - Users commend Cacheflow for its **seamless CRM integrations** , enhancing efficiency in creating quotes and managing sales. **Cons:** - Users notice a lack of **key features** in Cacheflow, like overall revenue visibility and reminder options for contracts. - Users feel the **limited features** of Cacheflow hinder multi-currency proposals, reporting, and integration capabilities. - Users find the **access limitations** frustrating, especially the frequent logouts and lack of 24/7 support. - Users find **difficult customization** challenges in the Cacheflow platform, limiting their flexibility and user experience. - Users struggle with **integration issues** , particularly with Hubspot and other platforms, affecting usability and experience. #### What Are Recent G2 Reviews of Cacheflow? **"[Clear Contract Visibility and Seamless Billing in One Platform](https://www.g2.com/survey_responses/cacheflow-review-12602018)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/cacheflow-review-12602018) --- **"[Simplifying the closing process](https://www.g2.com/survey_responses/cacheflow-review-9912551)"** **Rating:** 5.0/5.0 stars *— Christopher B.* [Read full review](https://www.g2.com/survey_responses/cacheflow-review-9912551) --- ### 17. [Oneflow](https://www.g2.com/products/oneflow/reviews) Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control. **Average Rating:** 4.4/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Oneflow?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Oneflow?** - **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow) - **Year Founded:** 2012 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @oneflowcom (261 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3504313/ (157 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Konsultchef - **Top Industries:** Staffing and Recruiting, Computer Software - **Company Size:** 44% Small-Business, 43% Mid-Market #### What Are Oneflow's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Intuitive (14 reviews) - Efficiency (12 reviews) - Contract Management (8 reviews) - Customer Support (8 reviews) **Cons:** - Missing Features (12 reviews) - Document Management (5 reviews) - Limited Customization (5 reviews) - Expensive (4 reviews) - Feature Usability (4 reviews) ### What Do G2 Reviewers Say About Oneflow? *AI-generated summary from verified user reviews* **Pros:** - Users find Oneflow's **ease of use** essential for simplifying contract management and enhancing workflow efficiency. - Users find Oneflow **intuitive and easy to use** , enhancing collaboration and making contract management seamless and efficient. - Users find Oneflow to be an **efficient tool** that simplifies contract management and improves overall workflow. - Users appreciate the **streamlined contract management** of Oneflow, significantly enhancing their workflow and efficiency. - Users appreciate the **fast and accurate customer support** from Oneflow, enhancing their overall experience with the product. **Cons:** - Users note the **missing features** in Oneflow, particularly in customization, integrations, and bulk contract management. - Users express a desire for better **document management features** like inline comments and easier contract migration. - Users desire greater **customization options** in Oneflow to enhance flexibility and streamline workflows. - Users find Oneflow **quite expensive** and feel additional payments are required for promised functionalities. - Users find **feature usability lacking** compared to competitors, facing challenges in design and management of functionalities. #### What Are Recent G2 Reviews of Oneflow? **"[Useful Renewal Reminders That Keep Us on Track](https://www.g2.com/survey_responses/oneflow-review-12858184)"** **Rating:** 4.0/5.0 stars *— Lee-Anne L.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184) --- **"[Smooth, modern contract workflows that make collaboration easy](https://www.g2.com/survey_responses/oneflow-review-11224592)"** **Rating:** 4.5/5.0 stars *— Magdalena Z.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592) --- #### What Are G2 Users Discussing About Oneflow? - [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment ### 18. [Clientary](https://www.g2.com/products/clientary/reviews) Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects. **Average Rating:** 4.7/5.0 **Total Reviews:** 45 **How Do G2 Users Rate Clientary?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Clientary?** - **Seller:** [Unbrew](https://www.g2.com/sellers/unbrew) - **Year Founded:** 2008 - **HQ Location:** San Jose, CA - **Twitter:** @clientary (631 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/clientary/ **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 63% Small-Business, 20% Enterprise #### What Are Recent G2 Reviews of Clientary? **"[Perfectly Merged into our Brand's Aesthetics & Needs](https://www.g2.com/survey_responses/clientary-review-9407822)"** **Rating:** 4.5/5.0 stars *— Jay S.* [Read full review](https://www.g2.com/survey_responses/clientary-review-9407822) --- **"[Easy to Use, Responsive Support, and Constant Improvements](https://www.g2.com/survey_responses/clientary-review-12615050)"** **Rating:** 4.5/5.0 stars *— Ethan H.* [Read full review](https://www.g2.com/survey_responses/clientary-review-12615050) --- ### 19. [Odoo Sales](https://www.g2.com/products/odoo-sales/reviews) Odoo Sales is a comprehensive sales management application designed to streamline the entire sales process, from quotation creation to order fulfillment. It offers an intuitive interface that enables businesses to generate professional, interactive quotations swiftly, manage sales orders efficiently, and integrate seamlessly with customer service and eCommerce platforms. By automating routine tasks and providing real-time insights, Odoo Sales empowers sales teams to focus on building customer relationships and driving revenue growth. Key Features and Functionality: - Quotation Builder: Create clean, professional, and interactive quotations instantly, enhancing the customer experience and expediting the sales cycle. - Quote Templates: Automate common orders by applying predefined pricing and tax rules, reducing manual input and minimizing errors. - Customer Portal: Provide customers with self-service access to their quotations, sales orders, and delivery information, facilitating faster deal closures through online payments and e-signatures. - Lead Management: Generate and qualify leads through various channels, including website visits and marketing campaigns, with AI-powered lead scoring to prioritize high-potential prospects. - Pricing Strategies: Develop custom pricing strategies with features like pricelists, promotions, loyalty programs, coupons, gift cards, and eWallets to attract and retain customers. - Product Control: Manage product pricing, variants, and categories with seamless integration across eCommerce, Inventory, and Manufacturing modules. - Reporting and Forecasting: Access comprehensive sales metrics and accurate forecasts to inform strategic decisions and monitor performance. - Invoicing Options: Utilize multiple invoicing methods, including down payments, pro-forma invoices, and milestone-based billing, with automatic invoice creation upon online payment confirmation. - Marketplace Integration: Integrate with major online marketplaces like Amazon to expand reach and eliminate manual data entry. - Shipping Integrations: Partner with local and global shipping couriers to ensure efficient product delivery. - Upselling Opportunities: Add optional products to quotations to facilitate seamless upselling, with customers able to select additional items through the online portal. - Customer Communications: Send emails and schedule meetings directly from Odoo, with all communications automatically recorded for easy access. Primary Value and User Solutions: Odoo Sales addresses the challenges of managing complex sales processes by offering an all-in-one platform that automates routine tasks, enhances customer engagement, and provides actionable insights. By integrating various sales functions into a single application, it reduces the need for multiple disparate systems, thereby improving efficiency and data consistency. Businesses benefit from faster quotation generation, improved lead management, and the ability to implement dynamic pricing strategies, all of which contribute to increased sales performance and customer satisfaction. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Odoo Sales?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Odoo Sales?** - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo (55,391 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/633558/ (8,467 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 43% Small-Business #### What Are Recent G2 Reviews of Odoo Sales? **"[Nice way to track sales](https://www.g2.com/survey_responses/odoo-sales-review-9244234)"** **Rating:** 4.0/5.0 stars *— Olutade B.* [Read full review](https://www.g2.com/survey_responses/odoo-sales-review-9244234) --- **"[A powerful and flexible sales platform with room for improvment](https://www.g2.com/survey_responses/odoo-sales-review-11047878)"** **Rating:** 4.5/5.0 stars *— Verified User in Consumer Goods* [Read full review](https://www.g2.com/survey_responses/odoo-sales-review-11047878) --- #### What Are G2 Users Discussing About Odoo Sales? - [What is sales channel in Odoo?](https://www.g2.com/discussions/odoo-sales-what-is-sales-channel-in-odoo) - [What is sales channel in Odoo?](https://www.g2.com/discussions/what-is-sales-channel-in-odoo) - [What are the benefits of Odoo?](https://www.g2.com/discussions/odoo-sales-what-are-the-benefits-of-odoo-f08e45bc-52a1-4ba4-9eba-31918f058148) - [What are the benefits of Odoo?](https://www.g2.com/discussions/odoo-sales-what-are-the-benefits-of-odoo) - [What is sale in Odoo?](https://www.g2.com/discussions/odoo-sales-what-is-sale-in-odoo) ### 20. [ClientPoint](https://www.g2.com/products/clientpoint/reviews) Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify **Average Rating:** 4.5/5.0 **Total Reviews:** 198 **How Do G2 Users Rate ClientPoint?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind ClientPoint?** - **Seller:** [ClientPoint](https://www.g2.com/sellers/clientpoint) - **Year Founded:** 2009 - **HQ Location:** Carlsbad, CA - **Twitter:** @ClientPoint (108 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/clientpoint/ (23 employees on LinkedIn®) - **Phone:** -9234 **Who Uses This Product?** - **Who Uses This:** Business Development Manager, Business Development Executive - **Top Industries:** Facilities Services, Security and Investigations - **Company Size:** 34% Mid-Market, 33% Enterprise #### What Are ClientPoint's Pros and Cons? **Pros:** - AI Technology (1 reviews) - Client Management (1 reviews) - Customer Success (1 reviews) - Document Management (1 reviews) - Ease of Use (1 reviews) **Cons:** - Performance Issues (1 reviews) - Saving Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Upload Issues (1 reviews) ### What Do G2 Reviewers Say About ClientPoint? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use and insights** of ClientPoint, streamlining document sharing in complex sales processes. - Users appreciate the **efficiency of Client Management** in tracking and organizing client interactions throughout the sales process. - Users appreciate the **ease of use and organization** of ClientPoint, enhancing the sales process and client transition. - Users appreciate the **easy document organization and tracking** capabilities of ClientPoint, enhancing their sales process efficiency. - Users commend ClientPoint for its **ease of use** , simplifying complex sales processes and document sharing for clients. **Cons:** - Users experience **performance issues** with slow loading times and delays when uploading or saving documents. - Users experience **saving issues** with ClientPoint, often facing delays when uploading and saving documents. - Users often face **slow loading times** , resulting in delays when uploading documents and navigating the platform. - Users experience **slow performance** with ClientPoint, facing delays when loading pages and uploading documents. - Users often face **upload issues** with slow loading times, requiring significant waiting to upload documents. #### What Are Recent G2 Reviews of ClientPoint? **"[Products review](https://www.g2.com/survey_responses/clientpoint-review-8808385)"** **Rating:** 4.0/5.0 stars *— gasiram a.* [Read full review](https://www.g2.com/survey_responses/clientpoint-review-8808385) --- **"[Great Product - Helped Close Business](https://www.g2.com/survey_responses/clientpoint-review-10374781)"** **Rating:** 4.5/5.0 stars *— Sue F.* [Read full review](https://www.g2.com/survey_responses/clientpoint-review-10374781) --- #### What Are G2 Users Discussing About ClientPoint? - [What is ClientPoint used for?](https://www.g2.com/discussions/what-is-clientpoint-used-for) ### 21. [Kantiv](https://www.g2.com/products/kantiv/reviews) Kantiv is the pursuit intelligence platform built for AEC marketing and business development teams. Your firm's knowledge is scattered across drives, inboxes, old proposals, and people's heads. Kantiv unifies your firm’s structured and unstructured institutional knowledge across proposals, project narratives, resumes, and client history into a pursuit intelligence platform that surfaces the right expertise when it matters. If your team is still starting from old proposal folders, scattered project sheets, and the memory of whoever happens to be available, Kantiv can help turn that history into a working pursuit system. See how Kantiv captures and structures firm knowledge so every pursuit starts with context. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Kantiv?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Kantiv?** - **Seller:** [Kantiv](https://www.g2.com/sellers/kantiv) - **Year Founded:** 2022 - **HQ Location:** San Diego , US - **Twitter:** @KantivHQ (36 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kantiv/ (66 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 36% Mid-Market, 27% Enterprise #### What Are Recent G2 Reviews of Kantiv? **"[Efficient Proposal Development with Joist AI](https://www.g2.com/survey_responses/kantiv-review-12113945)"** **Rating:** 5.0/5.0 stars *— Kelly K.* [Read full review](https://www.g2.com/survey_responses/kantiv-review-12113945) --- **"[Transforms Proposal Management with Centralized Data and Responsive Support](https://www.g2.com/survey_responses/kantiv-review-12110201)"** **Rating:** 5.0/5.0 stars *— Amanda C.* [Read full review](https://www.g2.com/survey_responses/kantiv-review-12110201) --- ### 22. [Zomentum e-Sign and Payment](https://www.g2.com/products/zomentum-e-sign-and-payment/reviews) Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue. **Average Rating:** 4.6/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Zomentum e-Sign and Payment?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Zomentum e-Sign and Payment?** - **Seller:** [Zomentum](https://www.g2.com/sellers/zomentum) - **Year Founded:** 2018 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/zomentum/ (62 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 97% Small-Business, 3% Mid-Market #### What Are Zomentum e-Sign and Payment's Pros and Cons? **Pros:** - Automation (1 reviews) - Customer Satisfaction (1 reviews) - Customer Support (1 reviews) - Deal Management (1 reviews) - Document Management (1 reviews) **Cons:** - Interface Usability (1 reviews) - Outdated Design (1 reviews) - Poor Interface Design (1 reviews) - UI Improvements (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Zomentum e-Sign and Payment? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation of the quoting process** , streamlining tasks and enhancing overall efficiency with excellent support. - Users commend the **customer satisfaction** of Zomentum e-Sign and Payment, especially praising the excellent technical support available. - Users value the **excellent technical support** of Zomentum e-Sign and Payment, enhancing their overall experience and efficiency. - Users value the **standardized quoting process** of Zomentum e-Sign and Payment, enhancing efficiency and accuracy in transactions. - Users value the **standardized quoting process** offered by Zomentum, enhancing efficiency and consistency across operations. **Cons:** - Users find the **interface usability** of Zomentum e-Sign and Payment to be somewhat problematic and lacking polish. - Users find the **outdated design** of Zomentum e-Sign and Payment detracts from the overall usability and experience. - Users find the **poor interface design** of Zomentum e-Sign and Payment to be unintuitive and challenging. - Users find the **UI improvements lacking** , describing the GUI as rough and overly internationalized in language. - Users find the **user experience lacking** due to a rough GUI and inconsistent international language support. #### What Are Recent G2 Reviews of Zomentum e-Sign and Payment? **"[Transformative for both inside and outside sales](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)"** **Rating:** 5.0/5.0 stars *— jeremy t.* [Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775) --- **"[Proposal closure accelerated.](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)"** **Rating:** 5.0/5.0 stars *— Robert G.* [Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616) --- #### What Are G2 Users Discussing About Zomentum e-Sign and Payment? - [What is Zomentum Grow used for?](https://www.g2.com/discussions/what-is-zomentum-grow-used-for) ### 23. [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 **How Do G2 Users Rate Bonsai?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Bonsai?** - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc (3,038 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6591614/ (41 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small-Business, 1% Enterprise #### What Are Bonsai's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Invoicing (17 reviews) - Invoice Management (13 reviews) - Time-saving (13 reviews) - Time Tracking (13 reviews) **Cons:** - Missing Features (18 reviews) - Expensive (8 reviews) - Integration Issues (8 reviews) - Limited Customization (8 reviews) - Limited Features (8 reviews) ### What Do G2 Reviewers Say About Bonsai? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Bonsai, seamlessly managing proposals, invoices, and schedules in one place. - Users value the **all-in-one invoicing management** of Bonsai, simplifying proposals, payments, and services effortlessly. - Users appreciate the **convenient all-in-one invoice management** feature of Bonsai, streamlining business operations effectively. - Users value the **time-saving capabilities** of Bonsai, consolidating tasks like invoicing and project management efficiently. - Users appreciate the **efficient time tracking** features of Bonsai, streamlining project management and invoicing seamlessly. **Cons:** - Users note a **lack of features** like CSV export, mobile app, and responsive customer service, impacting overall satisfaction. - Users find Bonsai **expensive** compared to similar services, often paying for features they don't utilize effectively. - Users report **integration issues** with Bonsai, highlighting complications with Cronofy and the need for better task-tracking features. - Users find the **limited customization** options frustrating, wishing for more adaptability to meet their specific needs. - Users find the **limited features** of Bonsai restrictive, feeling they pay for unnecessary options and lack essential tools. #### What Are Recent G2 Reviews of Bonsai? **"[Great Accounts/CRM/collab solution for micro and small businesses](https://www.g2.com/survey_responses/bonsai-review-9713271)"** **Rating:** 5.0/5.0 stars *— Anita Q.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) --- **"[A love hate relationship I love to hate](https://www.g2.com/survey_responses/bonsai-review-10245202)"** **Rating:** 5.0/5.0 stars *— Braden E.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) --- #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ### 24. [Better Proposals](https://www.g2.com/products/better-proposals/reviews) Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designed templates. With mobile-friendly web-based documents, proposals can feature videos, images, eSignatures, and even secure payments. Save hours with reusable templates and promote team collaboration with one central hub for all your sales documents. Integrate with 50+ tools like HubSpot, Salesforce, Stripe, and PayPal. Track proposal performance to identify winning strategies, and never miss a deal with real-time notifications. Better Proposals is more than just proposal software - it's a faster, more effective sales process. Start your free trial today and see why we're the secret weapon of top-performing sales teams. **Average Rating:** 4.3/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Better Proposals?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Better Proposals?** - **Seller:** [Better Proposals](https://www.g2.com/sellers/better-proposals) - **Year Founded:** 2009 - **HQ Location:** Brighton, United Kingdom - **Twitter:** @betterproposals (15,299 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10323736/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small-Business, 2% Mid-Market #### What Are Better Proposals's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Design Quality (1 reviews) - Document Management (1 reviews) - Easy Creation (1 reviews) - Easy Integrations (1 reviews) **Cons:** - Billing Issues (1 reviews) - Clunky Interface (1 reviews) - Complex Setup (1 reviews) - Email Issues (1 reviews) - Feature Usability (1 reviews) ### What Do G2 Reviewers Say About Better Proposals? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Better Proposals, finding it simple and efficient for their needs. - Users value the **professional design quality** of Better Proposals, enhancing their documents with dynamic and clean presentations. - Users value the **outstanding document management** of Better Proposals, benefiting from seamless video integration and excellent support. - Users appreciate the **easy creation** of proposals, enabling beautiful templates and seamless integration for greater efficiency. - Users love the **easy integrations** that enhance automation and improve their overall business efficiency. **Cons:** - Users often face **billing issues** , with payment problems and unhelpful support responses affecting their overall experience. - Users find the **clunky interface** of Better Proposals frustrating, resulting in issues with signing and customization. - Users find the **complex setup** of Better Proposals challenging, making integration and payment processing frustrating. - Users express the need for **improved email customization** and better API integration for signature clarity and automation. - Users find the **clunky interface and glitches** of Better Proposals frustrating and negatively impact usability. #### What Are Recent G2 Reviews of Better Proposals? **"[Combines accepting an agreement with signature and payment in one go](https://www.g2.com/survey_responses/better-proposals-review-12051478)"** **Rating:** 5.0/5.0 stars *— Bunty S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-12051478) --- **"[Game-Changer for Automation and Value](https://www.g2.com/survey_responses/better-proposals-review-11971977)"** **Rating:** 5.0/5.0 stars *— Rebekah S.* [Read full review](https://www.g2.com/survey_responses/better-proposals-review-11971977) --- #### What Are G2 Users Discussing About Better Proposals? - [What is Better Proposals used for?](https://www.g2.com/discussions/what-is-better-proposals-used-for) - [What is Proposal Management Software?](https://www.g2.com/discussions/better-proposals-what-is-proposal-management-software) - [How do you write an impressive proposal?](https://www.g2.com/discussions/how-do-you-write-an-impressive-proposal) - [How much does Proposify cost?](https://www.g2.com/discussions/how-much-does-proposify-cost) - 1 comment - [What is the best proposal software?](https://www.g2.com/discussions/what-is-the-best-proposal-software) ### 25. [Proposal Kit](https://www.g2.com/products/proposal-kit/reviews) Create winning business proposals & contracts with minimal effort and cost with downloadable software, proposal templates, legal contracts & sample proposals. A single low-cost price for unlimited use - save more with no ongoing monthly fees and free support. With Proposal Kit you can create your own visual design theme or use one of our hundreds of stock designs. The customizable template library includes over 2000 chapters that cover all types of proposals and industries. The included library of sample proposals shows how many types of proposals in many industries have been written using Proposal Kit. The included Wizard software lets you quickly and easily custom-assemble proposal templates for any situation using a visual design of your choice. Includes line item quoting and an AI Writer for custom content creation. **Average Rating:** 4.7/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Proposal Kit?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Proposal Kit?** - **Seller:** [Proposal Kit](https://www.g2.com/sellers/proposal-kit) - **Year Founded:** 1997 - **HQ Location:** Redmond, WA - **LinkedIn® Page:** https://www.linkedin.com/company/2125763 (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 78% Small-Business, 11% Mid-Market #### What Are Recent G2 Reviews of Proposal Kit? **"[New featuring Proposal Templates with Proposal Kit](https://www.g2.com/survey_responses/proposal-kit-review-8326725)"** **Rating:** 4.5/5.0 stars *— Sally L.* [Read full review](https://www.g2.com/survey_responses/proposal-kit-review-8326725) --- **"[Perfect software for contract and proposal synthesis.](https://www.g2.com/survey_responses/proposal-kit-review-4437885)"** **Rating:** 4.5/5.0 stars *— Lincolin-George E.* [Read full review](https://www.g2.com/survey_responses/proposal-kit-review-4437885) --- #### What Are G2 Users Discussing About Proposal Kit? - [What is Proposal Kit used for?](https://www.g2.com/discussions/what-is-proposal-kit-used-for) - 1 comment ## 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.