# Best Proposal Software *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 (3,411 reviews) | Fast, template-driven proposals | "[Very useful](https://www.g2.com/survey_responses/pandadoc-review-11052803)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,243 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 (1,288 reviews) | High-volume RFP and questionnaire responses | "[Empowers Teams with Seamless AI and Content Management](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-534217)" | | 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 | [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)" | | 8 | [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)" | | 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 (1,651 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:** 289 ### Category Stats (Jun 2026) - **Average Rating**: 4.5/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Dasseti ENGAGE (+3.79%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: June 26, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,400+ Authentic Reviews - 289+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Proposal Software Is Best for Your Use Case? - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) --- **Sponsored** ### CobbleStone Contract Insight Enterprise CobbleStone Contract Insight Enterprise is a sophisticated contract lifecycle management (CLM) software solution designed to assist organizations in managing their contracts effectively and efficiently. This B2B software solution caters to a diverse range of professionals, including those in legal, procurement, sales, and risk management, across various industries. By automating and streamlining the entire contract lifecycle, CobbleStone enhances productivity and reduces the complexities associated with contract management. The target audience for CobbleStone includes businesses of all sizes that require a structured approach to contract management. This software is particularly beneficial for organizations that handle a high volume of contracts and need to ensure compliance, mitigate risks, and improve collaboration among stakeholders. Specific use cases for CobbleStone include contract repository and storage, creation, negotiation, execution, and renewal processes, allowing users to maintain oversight and control throughout each stage of the contract lifecycle. Key features of CobbleStone Contract Insight Enterprise include its advanced AI-powered capabilities, which set it apart from traditional contract management solutions. The auto-redlining feature allows users to make precise edits and comments on contracts, ensuring clarity and accuracy during negotiations. Additionally, the agentic AI chatbot provides users with the ability to query contract-related information and generate contracts efficiently, enhancing user experience and reducing the time spent on manual tasks. The software also offers quick AI-powered risk insights, enabling organizations to identify potential issues at a glance, and contract sentiment analysis, which provides suggestions for improving contract terms based on historical data. With over 30 years of industry experience, CobbleStone has established itself as a trusted provider of CLM solutions. The combination of its user-friendly interface and highly configurable features makes it an appealing choice for organizations looking to optimize their contract management processes. 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[PandaDoc](https://www.g2.com/products/pandadoc/reviews) PandaDoc is an all-in-one document management platform trusted by 50,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,411 **How Do G2 Users Rate PandaDoc?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind PandaDoc?** - **Seller:** [PandaDoc](https://www.g2.com/sellers/pandadoc) - **Company Website:** https://www.pandadoc.com - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @pandadoc (18,428 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2211704/ (895 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 68% Small-Business, 26% Mid-Market #### What Are PandaDoc's Pros and Cons? **Pros:** - Ease of Use (718 reviews) - Document Management (353 reviews) - Simple (337 reviews) - Intuitive (307 reviews) - E-Signatures (304 reviews) **Cons:** - Missing Features (120 reviews) - Expensive (109 reviews) - Signature Issues (106 reviews) - Difficult Editing (98 reviews) - Editing Difficulty (87 reviews) ### What Do G2 Reviewers Say About PandaDoc? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of PandaDoc, enjoying efficient navigation and seamless signing for long-distance clients. - Users value the **intuitive editing and seamless e-signature tools** of PandaDoc, enhancing efficiency in document management. - Users love PandaDoc's **intuitive editing tools** that streamline document customization and enhance workflow efficiency. - Users find PandaDoc to be **exceptionally intuitive** , streamlining the document process and enhancing work efficiency effortlessly. - Users appreciate the **simplicity and effectiveness** of E-Signatures in PandaDoc, ensuring seamless document signing experiences. **Cons:** - Users are frustrated by **missing features** like document expiration control and limited cell merging options. - Users find PandaDoc to be **expensive** , making it difficult for small teams to utilize its full potential. - Users find the **signature issues** in PandaDoc frustrating, highlighting confusion and limitations during document signing. - Users experience **difficult editing** , with issues like skipping sections and trouble making real-time changes during collaboration. - Users find **editing difficult** in PandaDoc, citing clunky table formatting and challenges with live document changes. #### What Are Recent G2 Reviews of PandaDoc? **"[Very useful](https://www.g2.com/survey_responses/pandadoc-review-11052803)"** **Rating:** 5.0/5.0 stars *— Denisa C.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11052803) --- **"[Effective for Document Tracking, but Needs Improvements](https://www.g2.com/survey_responses/pandadoc-review-11792847)"** **Rating:** 4.5/5.0 stars *— Iris J.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11792847) --- #### What Are G2 Users Discussing About PandaDoc? - [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments - [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments - [How much does PandaDoc cost?](https://www.g2.com/discussions/how-much-does-pandadoc-cost) - 2 comments - [Is PandaDoc really free?](https://www.g2.com/discussions/is-pandadoc-really-free) - 3 comments ### 2. [GetAccept](https://www.g2.com/products/getaccept/reviews) GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,243 **How Do G2 Users Rate GetAccept?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind GetAccept?** - **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc) - **Company Website:** https://www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept (1,433 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (157 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 50% Small-Business, 43% Mid-Market #### What Are GetAccept's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Customer Support (44 reviews) - Intuitive (38 reviews) - Helpful (35 reviews) - Time-saving (29 reviews) **Cons:** - Missing Features (13 reviews) - Limited Customization (9 reviews) - Difficult Editing (8 reviews) - Limited Features (7 reviews) - Poor Integration (7 reviews) ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of GetAccept, appreciating its user-friendly interface and excellent support. - Users commend the **responsive customer support** of GetAccept, enhancing their overall experience and satisfaction. - Users love the **intuitive design** of GetAccept, making document management and client engagement effortless for all skill levels. - Users praise GetAccept for its **great customer service** and user-friendly integration, enhancing the contracting experience. - Users value the **time-saving efficiency** of GetAccept, with everything easily searchable and accessible in one platform. **Cons:** - Users find the lack of **dark mode** unsettling, especially those sensitive to bright screen light. - Users find **limited customization** options in GetAccept frustrating, leading to unnecessary complexities and internal friction. - Users find the **difficult editing** process in GetAccept cumbersome, impacting their ability to create complex solutions effectively. - Users find the **limited features** of GetAccept frustrating, especially regarding template flexibility and document design. - Users face challenges with **poor integration** , often encountering error messages and difficulties in resolving issues independently. #### What Are Recent G2 Reviews of GetAccept? **"[GetAccept: a daily productivity accelerator](https://www.g2.com/survey_responses/getaccept-review-13042858)"** **Rating:** 5.0/5.0 stars *— Christelle A.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13042858) --- **"[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)"** **Rating:** 5.0/5.0 stars *— Franck T.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13036866) --- ### 3. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,288 **How Do G2 Users Rate Responsive, formerly RFPIO?** - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Responsive, formerly RFPIO?** - **Seller:** [Responsive](https://www.g2.com/sellers/responsive) - **Company Website:** https://www.responsive.io/ - **Year Founded:** 2016 - **HQ Location:** Frisco, Texas - **Twitter:** @responsiveio (1,735 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/responsiveio (716 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Mid-Market, 39% Enterprise #### What Are Responsive, formerly RFPIO's Pros and Cons? **Pros:** - Time-saving (160 reviews) - Ease of Use (150 reviews) - Team Collaboration (143 reviews) - Features (117 reviews) - Efficiency (86 reviews) **Cons:** - Missing Features (59 reviews) - Time-Consuming (38 reviews) - Learning Curve (34 reviews) - Not Intuitive (33 reviews) - Limited Features (30 reviews) ### What Do G2 Reviewers Say About Responsive, formerly RFPIO? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving capabilities** of Responsive, allowing efficient project management and quick content reuse. - Users praise the **ease of use** of Responsive.io, noting its intuitive design and seamless integration with existing tools. - Users appreciate the **ease of team collaboration** with Responsive, streamlining project management and improving response coordination. - Users value the **user-friendly design** and powerful features of Responsive, enhancing efficiency in responding to questionnaires. - Users praise the **efficiency** of Responsive, streamlining collaboration and accelerating response delivery across teams. **Cons:** - Users find the lack of **notification for duplicate Q&A pairs** and missing format support frustrating in Responsive. - Users note a challenging **learning curve** for advanced features, although support documentation helps ease the process. - Users find the **UI not intuitive** , making navigation challenging, especially for new users trying to familiarize themselves. - Users experience **inaccurate responses** from the AI, leading to confusion and errors in document completion and formatting. - Users find the **non-intuitive features** of Responsive frustrating, particularly in search functionality and navigation. #### What Are Recent G2 Reviews of Responsive, formerly RFPIO? **"[Responsive AI Speeds Proposal Responses and Boosts Collaboration](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-13035545)"** **Rating:** 5.0/5.0 stars *— Andrew K.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-13035545) --- **"[Empowers Teams with Seamless AI and Content Management](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-534217)"** **Rating:** 5.0/5.0 stars *— Tiffany R.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-534217) --- #### What Are G2 Users Discussing About Responsive, formerly RFPIO? - [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### 4. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction. **Average Rating:** 4.0/5.0 **Total Reviews:** 246 **How Do G2 Users Rate Oracle CPQ?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle CPQ?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Enterprise, 32% Mid-Market #### What Are Oracle CPQ's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Time-saving (8 reviews) - Efficiency (7 reviews) - Sales Efficiency (7 reviews) - Integrations (6 reviews) **Cons:** - Complexity (5 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Initial Usage Difficulty (4 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Oracle CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Oracle CPQ, which simplifies complex sales processes and enhances quote accuracy. - Users value the **time-saving automation** of Oracle CPQ, streamlining quote generation and enhancing efficiency across teams. - Users value the **efficiency** of Oracle CPQ, streamlining quotes and enhancing accuracy across complex sales processes. - Users value the **sales efficiency** of Oracle CPQ, benefiting from streamlined processes and enhanced accuracy in quoting. - Users value the **seamless integration** of Oracle CPQ with various platforms, enhancing their overall workflow efficiency. **Cons:** - Users find Oracle CPQ's **complexity** challenging, especially during initial setup and customization requiring technical expertise. - Users often experience **bug issues** with Oracle CPQ, resulting in slow performance and data loss during use. - Users find the **setup process complex** , particularly with custom pricing rules and necessary technical expertise for configuration. - Users face **initial usage difficulty** with Oracle CPQ due to its complexity and steep learning curve for new admins. - Users find the **steep learning curve** of Oracle CPQ challenging, requiring significant time and effort to master. #### What Are Recent G2 Reviews of Oracle CPQ? **"[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)"** **Rating:** 5.0/5.0 stars *— Manisha Reddy K.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518) --- **"[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)"** **Rating:** 5.0/5.0 stars *— Jeannie E.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12950580) --- #### What Are G2 Users Discussing About Oracle CPQ? - [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm) - [What is Oracle CPQ cloud?](https://www.g2.com/discussions/what-is-oracle-cpq-cloud) ### 5. [Qwilr](https://www.g2.com/products/qwilr/reviews) Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/ **Average Rating:** 4.6/5.0 **Total Reviews:** 895 **How Do G2 Users Rate Qwilr?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Qwilr?** - **Seller:** [Qwilr](https://www.g2.com/sellers/qwilr) - **Company Website:** https://qwilr.com - **Year Founded:** 2014 - **HQ Location:** Redfern, New South Wales - **Twitter:** @Qwilr (2,506 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5173204/ (103 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small-Business, 16% Mid-Market #### What Are Qwilr's Pros and Cons? **Pros:** - Ease of Use (99 reviews) - Simple (53 reviews) - Customer Support (50 reviews) - Templates (50 reviews) - Easy Setup (49 reviews) **Cons:** - Limited Customization (26 reviews) - Difficult Editing (18 reviews) - Missing Features (18 reviews) - Integration Issues (17 reviews) - Limited Features (16 reviews) ### What Do G2 Reviewers Say About Qwilr? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Qwilr, appreciating its simple interface and seamless customization options. - Users appreciate the **simple and intuitive interface** of Qwilr, enhancing efficiency and collaboration for seamless workflows. - Users highly value the **excellent customer support** from Qwilr, which greatly enhances their overall experience and efficiency. - Users love the **visual templates** of Qwilr, enhancing presentations with ease and creativity in document creation. - Users praise the **easy setup** of Qwilr, finding it simple to create and manage proposals effectively. **Cons:** - Users find Qwilr's **limited customization options** frustrating, hindering advanced editing and proposal template adjustments. - Users find **difficult editing** limitations frustrating, wishing for more flexibility in design and integration options. - Users report **missing features** such as real-time syncing with Salesforce and better management of document customization. - Users report **integration issues** with Qwilr, particularly regarding payment processing and compatibility with popular accounting software. - Users note the **limited formatting features** in Qwilr, expressing a desire for more customization options. #### What Are Recent G2 Reviews of Qwilr? **"[Flexible Drag-and-Drop Proposals, Great HubSpot Integration, and Stellar Support](https://www.g2.com/survey_responses/qwilr-review-12950377)"** **Rating:** 5.0/5.0 stars *— Ryan P.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12950377) --- **"[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)"** **Rating:** 4.5/5.0 stars *— Erik S.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-6913855) --- #### What Are G2 Users Discussing About Qwilr? - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ### 6. [DealHub](https://www.g2.com/products/dealhub/reviews) DealHub is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze. **Average Rating:** 4.7/5.0 **Total Reviews:** 834 **How Do G2 Users Rate DealHub?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind DealHub?** - **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io) - **Company Website:** https://dealhub.io/ - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO (3,887 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (322 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Operations Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Mid-Market, 23% Small-Business #### What Are DealHub's Pros and Cons? **Pros:** - Customer Support (105 reviews) - Ease of Use (95 reviews) - Time-saving (87 reviews) - Efficiency (85 reviews) - Integrations (81 reviews) **Cons:** - Learning Curve (35 reviews) - Limited Customization (30 reviews) - Steep Learning Curve (23 reviews) - Missing Features (20 reviews) - Integration Issues (19 reviews) ### What Do G2 Reviewers Say About DealHub? *AI-generated summary from verified user reviews* **Pros:** - Users commend DealHub for its **exceptional customer support** , consistently delivering assistance and responsiveness to challenges. - Users praise the **ease of use** of DealHub, leading to quick adoption and improved sales performance. - Users commend DealHub for its **time-saving capabilities** , enabling efficient workflows and quick proposal readiness for AEs. - Users commend DealHub for its **efficiency** , enabling rapid management of pricing setups and dynamic workflow adjustments. - Users value the **seamless integrations** of DealHub, enhancing efficiency and improving sales performance across various platforms. **Cons:** - Users find the **learning curve steep** , making navigation and integration management cumbersome initially. - Users note the **limited customization** options in DealHub, which can restrict advanced personalization needs for teams. - Users face a **steep learning curve** with DealHub, making initial navigation and integration challenging before becoming easier. - Users find **missing features** in self-service options, relying heavily on support for complex configurations and customizations. - Users often face **integration issues** , causing delays and complexity in managing proposals and updates on the DealHub platform. #### What Are Recent G2 Reviews of DealHub? **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12805363) --- **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12780504) --- #### What Are G2 Users Discussing About DealHub? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments - [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments - [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub) ### 7. [Ignition](https://www.g2.com/products/ignition/reviews) From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Ignition?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Ignition?** - **Seller:** [Ignition](https://www.g2.com/sellers/ignition) - **Company Website:** https://www.ignitionapp.com/ - **Year Founded:** 2013 - **HQ Location:** Chippendale, Australia - **Twitter:** @ignitionapp (11,259 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2602590/ (330 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Director - **Top Industries:** Accounting, Marketing and Advertising - **Company Size:** 89% Small-Business, 3% Mid-Market #### What Are Ignition's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Customer Support (36 reviews) - Easy Setup (33 reviews) - Time-saving (31 reviews) - Efficiency (30 reviews) **Cons:** - Expensive (16 reviews) - Learning Curve (9 reviews) - Limited Customization (9 reviews) - Missing Features (9 reviews) - Payment Issues (9 reviews) ### What Do G2 Reviewers Say About Ignition? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Ignition, enjoying seamless navigation and efficient client interactions. - Users commend the **excellent customer support** of Ignition, valuing its responsiveness and helpful resources for urgent inquiries. - Users appreciate the **easy setup** of Ignition, finding it seamless for integrating clients and managing proposals. - Users find that Ignition provides **significant time savings** by streamlining proposals, invoicing, and client interactions effortlessly. - Users commend Ignition for its **exceptional efficiency** , streamlining operations and simplifying daily tasks effortlessly. **Cons:** - Users highlight the **expensive pricing** of Ignition, noting it as the primary drawback despite its benefits. - Users note a **steep learning curve** with Ignition, making software usage and administration challenging for new users. - Users find the **limited customization** in Ignition restrictive, especially for unique client requests and forms. - Users desire **missing features** like better form customization and proposal versioning to enhance Ignition's usability. - Users experience **payment issues** with high subscription costs and limited refund options, complicating their financial management. #### What Are Recent G2 Reviews of Ignition? **"[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)"** **Rating:** 4.5/5.0 stars *— Angela K.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) --- **"[Streamlined Client Onboarding with Professional Ease](https://www.g2.com/survey_responses/ignition-review-12240231)"** **Rating:** 4.0/5.0 stars *— Steven R.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12240231) --- #### What Are G2 Users Discussing About Ignition? - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### 8. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. **Average Rating:** 4.9/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Anchor?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Anchor?** - **Seller:** [Anchor](https://www.g2.com/sellers/anchor) - **HQ Location:** New York, US - **Twitter:** @Say_anchor_ (169 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anchor-pay/ (117 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Consulting - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are Anchor's Pros and Cons? **Pros:** - Time-saving (30 reviews) - Ease of Use (24 reviews) - Automation (18 reviews) - Efficiency (16 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (8 reviews) - Processing Delays (6 reviews) - Limited Customization (5 reviews) - Steep Learning Curve (5 reviews) - Delays (4 reviews) ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **time-saving automation** of Anchor, streamlining billing and proposal processes effortlessly. - Users find Anchor to be **incredibly easy to use** , facilitating quick setup and efficient client interactions. - Users appreciate the **automation features** of Anchor, simplifying billing and enhancing the overall sales process significantly. - Users appreciate the **efficiency** of Anchor, streamlining proposals, contracts, and billing to enhance professionalism and save time. - Users appreciate the **flexibility** of Anchor, streamlining proposals, contracts, and billing for a more professional experience. **Cons:** - Users find **payment issues** challenging, particularly with creating plans for large projects and lacking next day funding options. - Users mention **processing delays** have improved, but desire next day funding for better cash flow management. - Users find the **limited customization options** frustrating, wishing for more flexibility in agreements and notifications. - Users note a **steep learning curve** with Anchor, requiring time and guidance to master the software effectively. - Users still face a **10-day delay in payouts** with certain payment methods, hindering cash flow efficiency. #### What Are Recent G2 Reviews of Anchor? **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- **"[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)"** **Rating:** 4.5/5.0 stars *— Jennifer H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12951275) --- ### 9. [Loopio](https://www.g2.com/products/loopio/reviews) Loopio is the most highly-trusted response management software, helping enterprise businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. Loopio streamlines manual and time-consuming processes through: Confident Answers: Our AI-powered library connects to preferred content sources, enabling teams to craft tailored responses, populate trustworthy answers, and ensure accuracy across every proposal. Effortless Projects: AI-driven automation helps teams seamlessly import and export complex document formats, track high-volume proposal pipelines, and respond to portal-based RFPs with ease. Seamless Collaboration: Our vast integrations break down departmental silos, allowing responders to engage with SMEs, centralize multi-stakeholder feedback, and deliver vetted content—all within an existing tech stack. Strategic Insights: Loopio transforms the response process into a data-driven operation by providing the visibility needed to monitor content health, identify winning trends, and measure business impact. At the heart of our enterprise RFP platform is Response Intelligence™, Loopio’s proprietary machine learning technology. It surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP response solution to use on the market. The proof is in the numbers. Loopio customers experience: ■ 51% more RFP responses completed ■ 42% in time savings ■ And 85% win more business Loopio’s RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. **Average Rating:** 4.6/5.0 **Total Reviews:** 803 **How Do G2 Users Rate Loopio?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Loopio?** - **Seller:** [Loopio Inc.](https://www.g2.com/sellers/loopio-inc) - **Company Website:** https://www.loopio.com - **Year Founded:** 2014 - **HQ Location:** Toronto - **Twitter:** @loopioinc (1,664 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5020707/ (298 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Bid Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 51% Mid-Market, 34% Enterprise #### What Are Loopio's Pros and Cons? **Pros:** - Ease of Use (142 reviews) - Time-saving (95 reviews) - Efficiency (90 reviews) - Features (84 reviews) - Intuitive (70 reviews) **Cons:** - Missing Features (32 reviews) - Limitations (28 reviews) - Limited Features (26 reviews) - Inaccurate Responses (25 reviews) - Formatting Issues (24 reviews) ### What Do G2 Reviewers Say About Loopio? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Loopio, enhancing productivity and collaboration for RFP responses. - Users value Loopio for its **time-saving features** , making project management and proposal preparation streamlined and efficient. - I appreciate Loopio for its **enhanced efficiency** through user-friendly features and seamless setup, streamlining proposal management. - Users value Loopio's **efficient search engine and collaboration features** , streamlining proposal management and team communication. - Users find Loopio's **intuitive interface** enhances their workflow, making information retrieval and collaboration seamless and efficient. **Cons:** - Users note the **missing features** in Loopio, specifically with the Word mapping and translation tools not meeting expectations. - Users face **search limitations** and challenges with importing responses, which hinder overall usability and efficiency. - Users note the **limited features** of Loopio, especially in AI configurability and proposal building functionality. - Users experience **inaccurate responses** from Loopio, highlighting the need for more reliable and current information updates. - Users struggle with **formatting issues** in Loopio, particularly when exporting projects and accessing submitted questions later. #### What Are Recent G2 Reviews of Loopio? **"[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)"** **Rating:** 5.0/5.0 stars *— Rob W.* [Read full review](https://www.g2.com/survey_responses/loopio-review-8308614) --- **"[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)"** **Rating:** 5.0/5.0 stars *— Amanda K.* [Read full review](https://www.g2.com/survey_responses/loopio-review-12035437) --- #### What Are G2 Users Discussing About Loopio? - [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment - [What is Avnio RFx used for?](https://www.g2.com/discussions/what-is-avnio-rfx-used-for) - [What is Avnio Tables used for?](https://www.g2.com/discussions/what-is-avnio-tables-used-for) ### 10. [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,651 **How Do G2 Users Rate Jotform Sign?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Jotform Sign?** - **Seller:** [Jotform](https://www.g2.com/sellers/jotform) - **Company Website:** https://www.jotform.com/ - **Year Founded:** 2006 - **HQ Location:** San Francisco, California - **Twitter:** @Jotform (39,289 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3541463/ (901 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Non-Profit Organization Management, Health, Wellness and Fitness - **Company Size:** 73% Small-Business, 16% Mid-Market #### What Are Jotform Sign's Pros and Cons? **Pros:** - Ease of Use (473 reviews) - Easy Setup (226 reviews) - Intuitive (172 reviews) - Simple (153 reviews) - Easy Creation (141 reviews) **Cons:** - Signature Issues (67 reviews) - Expensive (54 reviews) - Limited Customization (53 reviews) - Form Issues (47 reviews) - Missing Features (36 reviews) ### What Do G2 Reviewers Say About Jotform Sign? *AI-generated summary from verified user reviews* **Pros:** - Users find Jotform Sign incredibly **easy to use** , streamlining document signing and enhancing efficiency in workflows. - Users praise Jotform Sign for its **extremely easy setup** , making form creation and document handling effortless and efficient. - Users highlight the **intuitive interface** of Jotform Sign, making it easy for anyone to use and set up documents. - Users love the **frictionless signing process** of JotForm Sign, enhancing efficiency and increasing completion rates seamlessly. - Users praise the **easy creation** process of Jotform Sign, highlighting its user-friendly interface and seamless functionality. **Cons:** - Users feel that the **signature limits and membership costs** are restrictive, impacting their overall experience with Jotform Sign. - Users find Jotform Sign to be **somewhat expensive** , especially considering limited features in the free version. - Users express a desire for more **customization options** , citing limitations that hinder their overall experience with Jotform Sign. - Users experience **form issues** such as delays in access and limited options that hinder their efficiency. - Users find the **limited features** of Jotform Sign restrictive, wishing for more flexibility and options. #### What Are Recent G2 Reviews of Jotform Sign? **"[Jotform Sign Streamlines Patient Consent and Clinic Paperwork Smoothly](https://www.g2.com/survey_responses/jotform-sign-review-12825628)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12825628) --- **"[User-Friendly PDF Signatures and Approval Workflows with Jotform Sign](https://www.g2.com/survey_responses/jotform-sign-review-12965629)"** **Rating:** 4.5/5.0 stars *— Chris K.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12965629) --- ### 11. [Conga Composer](https://www.g2.com/products/conga-composer/reviews) Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation. **Average Rating:** 4.4/5.0 **Total Reviews:** 834 **How Do G2 Users Rate Conga Composer?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Conga Composer?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Salesforce Administrator, Salesforce Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 28% Enterprise #### What Are Conga Composer's Pros and Cons? **Pros:** - Features (86 reviews) - Document Management (80 reviews) - Ease of Use (72 reviews) - Time-saving (53 reviews) - Integrations (52 reviews) **Cons:** - Learning Curve (48 reviews) - Steep Learning Curve (31 reviews) - Difficulty (26 reviews) - Time-Consuming (25 reviews) - Complex Setup (20 reviews) ### What Do G2 Reviewers Say About Conga Composer? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **robust API for bulk document generation** , enhancing efficiency and integration capabilities for complex tasks. - Users value the **efficient bulk document generation** capabilities of Conga Composer, enhancing performance and streamlining workflows. - Users highlight the **ease of use** of Conga Composer, making document customization and configuration straightforward and efficient. - Users appreciate the **time-saving features** of Conga Composer, enjoying automated document creation and efficient processes. - Users value the **seamless Salesforce integration** of Conga Composer, enhancing efficiency in document creation and data management. **Cons:** - Users find the **learning curve steep** with Conga Composer, making setup and issue resolution frustratingly complex. - Users experience a **steep learning curve** with Conga Composer, requiring time to master templates and data mapping. - Users find the **setup process difficult** at first, often struggling with complicated steps and unclear documentation. - Users find the **time-consuming setup and troubleshooting** of Conga Composer challenging, impacting overall efficiency and productivity. - Users find the **complex setup** of Conga Composer frustrating, leading to long resolution times and frequent issues. #### What Are Recent G2 Reviews of Conga Composer? **"[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)"** **Rating:** 4.0/5.0 stars *— Trupti J.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-9699157) --- **"[Efficient Salesforce Document Generation with Consistent, High-ROI Reporting](https://www.g2.com/survey_responses/conga-composer-review-12706846)"** **Rating:** 4.5/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846) --- #### What Are G2 Users Discussing About Conga Composer? - [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution) - [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do) ### 12. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. **Average Rating:** 4.6/5.0 **Total Reviews:** 559 **How Do G2 Users Rate DocSend?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind DocSend?** - **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox) - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @Dropbox (3,279,477 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/167251/ (4,149 employees on LinkedIn®) - **Ownership:** NASDAQ: DBX **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 76% Small-Business, 21% Mid-Market #### What Are DocSend's Pros and Cons? **Pros:** - Ease of Use (53 reviews) - Document Management (45 reviews) - Features (37 reviews) - Tracking Features (35 reviews) - Security (32 reviews) **Cons:** - Expensive (17 reviews) - App Functionality (10 reviews) - Lacking Features (10 reviews) - Limited Features (9 reviews) - Limitations (8 reviews) ### What Do G2 Reviewers Say About DocSend? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of DocSend, appreciating its intuitive features for secure document sharing and insights. - Users appreciate the **visibility into document engagement** that DocSend provides, enhancing decision-making and content strategy. - Users value the **real-time visibility and analytics** of DocSend, enhancing document sharing and collaboration capabilities. - Users appreciate the **real-time tracking features** of DocSend, allowing insights into document engagement and audience interest. - Users value the **robust security features** of DocSend, ensuring safe document sharing while tracking engagement insights. **Cons:** - Users find DocSend to be **expensive** , especially with high pricing tiers and no free trial available. - Users find the **app functionality lacking** due to slow loading and limited file type support, affecting usability. - Users find **lacking features** in DocSend, including limited analytics and poor mobile optimization for document reading. - Users find DocSend's **limited features** unworthy of the high cost, especially without a startup program. - Users face **limitations** with advanced features locked behind higher tiers, slow loading, and a less intuitive mobile experience. #### What Are Recent G2 Reviews of DocSend? **"[Effortless Controlled Document Sharing with One Always-Up-to-Date Link](https://www.g2.com/survey_responses/docsend-review-12503276)"** **Rating:** 4.0/5.0 stars *— Vikram A.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12503276) --- **"[Easy Onboarding and User-Friendly E‑Signing That Streamlines Contracts](https://www.g2.com/survey_responses/docsend-review-12740184)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12740184) --- #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### 13. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase **Average Rating:** 4.7/5.0 **Total Reviews:** 454 **How Do G2 Users Rate RELAYTO AI?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind RELAYTO AI?** - **Seller:** [Relayto](https://www.g2.com/sellers/relayto) - **Year Founded:** 2023 - **HQ Location:** San Francisco , California - **Twitter:** @relayter (2,206 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/relayto/ (46 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Student, Executive Assistant - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small-Business, 24% Mid-Market #### What Are RELAYTO AI's Pros and Cons? **Pros:** - Ease of Use (118 reviews) - Features (71 reviews) - User Interface (64 reviews) - Quality (63 reviews) - Easy Creation (62 reviews) **Cons:** - Learning Curve (58 reviews) - Learning Difficulty (50 reviews) - Steep Learning Curve (42 reviews) - Initial Difficulty (34 reviews) - Initial Usage Difficulty (18 reviews) ### What Do G2 Reviewers Say About RELAYTO AI? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of RELAYTO AI, enabling anyone to create engaging content effortlessly. - Users love how **RELAYTO's intuitive features** enhance document customization and streamline workflows seamlessly. - Users love RELAYTO's **user-friendly interface** , praising its ease for creating interactive content with minimal technical skills. - Users value the **high-quality templates** offered by Relayto AI, significantly enhancing project creation and customization efficiency. - Users enjoy the **easy creation** process with RELAYTO, finding its interface intuitive and templates highly beneficial. **Cons:** - Users experience a **steep learning curve** with RELAYTO, but appreciate the eventual rewards of mastery. - Users note that navigating RELAYTO AI can present a **learning difficulty** for new users initially. - Users note a **steep learning curve** with Relayto, especially when navigating its advanced features initially. - Users find that the **initial difficulty** in navigating Relayto can hinder new users from quickly adapting to the platform. - Users may experience **initial usage difficulty** with Relayto as they adapt to its advanced features and interface. #### What Are Recent G2 Reviews of RELAYTO AI? **"[RELAYTO AI Makes Interactive, Polished Presentations Quick and Easy](https://www.g2.com/survey_responses/relayto-ai-review-12935383)"** **Rating:** 4.5/5.0 stars *— Cooper L.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12935383) --- **"[Transforming Static Content into Engaging Experiences](https://www.g2.com/survey_responses/relayto-ai-review-12963519)"** **Rating:** 4.5/5.0 stars *— Connor D.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12963519) --- #### What Are G2 Users Discussing About RELAYTO AI? - [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks) - [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments - [What is RELAYTO?](https://www.g2.com/discussions/what-is-relayto) - 1 comment ### 14. [Proposify](https://www.g2.com/products/proposify/reviews) Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,111 **How Do G2 Users Rate Proposify?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Proposify?** - **Seller:** [Proposify](https://www.g2.com/sellers/proposify) - **Company Website:** https://www.proposify.com/ - **Year Founded:** 2012 - **HQ Location:** Halifax - **Twitter:** @proposify (4,207 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2934548/ (78 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 14% Mid-Market #### What Are Proposify's Pros and Cons? **Pros:** - Ease of Use (40 reviews) - Templates (23 reviews) - Easy Creation (20 reviews) - Customization (16 reviews) - Ease of Creation (16 reviews) **Cons:** - Difficult Editing (13 reviews) - Limited Customization (13 reviews) - Editing Difficulties (11 reviews) - Feature Usability (9 reviews) - Missing Features (9 reviews) ### What Do G2 Reviewers Say About Proposify? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Proposify, appreciating quick setup and streamlined proposal processes. - Users appreciate the **extensive template library** in Proposify, enhancing efficiency in proposal creation and customization. - Users find Proposify to be an **easy-to-use proposal tool** that enhances team collaboration and client engagement. - Users value the **customization options** in Proposify, enhancing professionalism and streamlining proposal creation effectively. - Users love the **ease of creation** with Proposify, enabling quick, beautiful proposals that impress clients. **Cons:** - Users find **difficult editing** in Proposify due to cumbersome page alignment and quirky text editor functionalities. - Users find **limited customization options** frustrating, especially when trying to achieve desired proposal aesthetics. - Users find the **editing difficulties** in Proposify frustrating, impacting the overall simplicity of the experience. - Users struggle with **feature usability** due to difficult editing, mobile incompatibility, and a steep learning curve. - Users find the lack of **advanced features** in Proposify, like photo editing, limits customization and usability. #### What Are Recent G2 Reviews of Proposify? **"[Effortlessly Bridges Sales and Marketing](https://www.g2.com/survey_responses/proposify-review-12868681)"** **Rating:** 4.5/5.0 stars *— Maria A.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12868681) --- **"[Provides Reliable Accuracy in Generating Proposals and Quick Sending of Quotation Summary to Clients](https://www.g2.com/survey_responses/proposify-review-12957267)"** **Rating:** 5.0/5.0 stars *— Andre F.* [Read full review](https://www.g2.com/survey_responses/proposify-review-12957267) --- #### What Are G2 Users Discussing About Proposify? - [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment ### 15. [FastSpring Interactive Quotes](https://www.g2.com/products/fastspring-interactive-quotes/reviews) FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered. **Average Rating:** 4.7/5.0 **Total Reviews:** 15 **How Do G2 Users Rate FastSpring Interactive Quotes?** - **Ease of Use:** 10.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind FastSpring Interactive Quotes?** - **Seller:** [FastSpring](https://www.g2.com/sellers/fastspring) - **Year Founded:** 2005 - **HQ Location:** Santa Barbara, CA - **Twitter:** @FastSpring (3,308 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/497464/ (184 employees on LinkedIn®) - **Phone:** +1.805.409.9008 **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 71% Small-Business, 24% Mid-Market #### What Are Recent G2 Reviews of FastSpring Interactive Quotes? **"[My NO 1 choice for payments processing](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284)"** **Rating:** 5.0/5.0 stars *— Nabeel F.* [Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284) --- **"[Prospects love it!](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866)"** **Rating:** 4.5/5.0 stars *— Ashton W.* [Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866) --- #### What Are G2 Users Discussing About FastSpring Interactive Quotes? - [What is FastSpring Interactive Quotes used for?](https://www.g2.com/discussions/what-is-fastspring-interactive-quotes-used-for) ### 16. [HoneyBook](https://www.g2.com/products/honeybook/reviews) HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. **Average Rating:** 4.5/5.0 **Total Reviews:** 230 **How Do G2 Users Rate HoneyBook?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind HoneyBook?** - **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook) - **Company Website:** https://www.honeybook.com - **Year Founded:** 2013 - **HQ Location:** San Francisco, CA - **Twitter:** @honeybook (4,476 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2527444/ (320 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Photographer - **Top Industries:** Photography, Events Services - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are HoneyBook's Pros and Cons? **Pros:** - Payment Management (19 reviews) - Easy Creation (8 reviews) - Ease of Use (6 reviews) - Easy Customization (6 reviews) - Product Value (6 reviews) **Cons:** - Payment Issues (5 reviews) - Expensive (4 reviews) - Lack of Integration (4 reviews) - Limited Features (4 reviews) - Poor Reporting (4 reviews) ### What Do G2 Reviewers Say About HoneyBook? *AI-generated summary from verified user reviews* **Pros:** - Users love the **efficiency of payment management** in HoneyBook, streamlining invoices and contracts for seamless business operations. - Users appreciate the **easy creation** of materials with HoneyBook, benefiting from user-friendly templates and streamlined processes. - Users love the **ease of use** of HoneyBook, seamlessly integrating essential business tools into their workflow. - Users love the **easy customization** of HoneyBook's templates, enhancing workflow and simplifying their business tasks. - Users appreciate how HoneyBook provides **streamlined organization** for bookings and payments, enhancing overall business efficiency and professionalism. **Cons:** - Users face **payment issues** with alternative methods and hidden fees, complicating the invoicing process and client transactions. - Users find HoneyBook **too expensive** following steep price hikes without justifiable improvements, leading to frustration in their experience. - Users face significant challenges due to the **lack of integration** , making data export and collaboration difficult. - Users find the **limited features** of HoneyBook inadequate, especially in workflow automations and reporting capabilities. - Users find the **reporting features lacking** , leading to confusion and difficulties in tracking important metrics. #### What Are Recent G2 Reviews of HoneyBook? **"[Honeybook Feels Like a Virtual Assistant for My Business](https://www.g2.com/survey_responses/honeybook-review-13032698)"** **Rating:** 4.5/5.0 stars *— Nikki M.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698) --- **"[Streamlined Event Booking with Intuitive Workflows and Stellar Support](https://www.g2.com/survey_responses/honeybook-review-12999446)"** **Rating:** 5.0/5.0 stars *— Dustin F.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-12999446) --- #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments - [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments - [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments ### 17. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. **Average Rating:** 4.4/5.0 **Total Reviews:** 188 **How Do G2 Users Rate QuoteWerks?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind QuoteWerks?** - **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies) - **Company Website:** https://www.quotewerks.com - **Year Founded:** 1993 - **HQ Location:** Orlando, FL - **Twitter:** @QuoteWerks (1,133 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (48 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** President, Owner - **Top Industries:** Information Technology and Services, Computer Networking - **Company Size:** 72% Small-Business, 20% Mid-Market #### What Are QuoteWerks's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Efficiency (10 reviews) - Templates (9 reviews) - Efficiency Improvement (8 reviews) - Integrations (8 reviews) **Cons:** - Poor Interface Design (4 reviews) - Complex Setup (3 reviews) - Dated Interface (2 reviews) - Expensive (2 reviews) - Billing Issues (1 reviews) ### What Do G2 Reviewers Say About QuoteWerks? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of QuoteWerks, facilitating quick onboarding and efficient quote generation for better productivity. - Users rave about the **efficiency** of QuoteWerks, praising its seamless integration and swift processing of quotes to invoices. - Users love the **customizable templates** of QuoteWerks, enhancing branding and professionalizing client interactions effortlessly. - Users praise QuoteWerks for its **efficiency improvement** , ensuring swift and accurate quoting throughout the entire project lifecycle. - Users appreciate the **easy and comprehensive integrations** of QuoteWerks, streamlining workflows and enhancing efficiency across processes. **Cons:** - Users find the **interface design outdated** , impacting navigation and overall user experience significantly. - Users find the **complex setup** of QuoteWerks time-consuming, especially with numerous products and CRM integrations. - Users feel the **dated interface** of QuoteWerks hinders navigation and could benefit from a more modern design. - Users find the product **to be a bit expensive** , impacting its overall perceived value and competitiveness in the market. - Users experience **billing issues** with QuoteWerks, noting that pricing appears less competitive than anticipated. #### What Are Recent G2 Reviews of QuoteWerks? **"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"** **Rating:** 4.5/5.0 stars *— Yolanda J.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508) --- **"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"** **Rating:** 5.0/5.0 stars *— Rachel N.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369) --- #### What Are G2 Users Discussing About QuoteWerks? - [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for) ### 18. [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you. **Average Rating:** 4.9/5.0 **Total Reviews:** 65 **How Do G2 Users Rate Iris?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Iris?** - **Seller:** [heyiris.ai](https://www.g2.com/sellers/heyiris-ai) - **Company Website:** https://www.heyiris.ai - **Year Founded:** 2023 - **HQ Location:** Brooklyn / Chicago, US - **LinkedIn® Page:** https://www.linkedin.com/company/heyiris (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Financial Services - **Company Size:** 45% Mid-Market, 29% Small-Business #### What Are Iris's Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Time-saving (36 reviews) - RFP Management (30 reviews) - Efficiency (27 reviews) - Customer Support (25 reviews) **Cons:** - Lack of Features (5 reviews) - Inaccurate Responses (4 reviews) - Missing Features (4 reviews) - Bug Issues (3 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About Iris? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Iris, facilitating quick training and efficient proposal management with minimal effort. - Users value the **time-saving capabilities** of Iris, enabling quick responses to RFPs and reducing lengthy review times. - Users value the **time-saving efficiency** of Iris in managing RFP responses, enabling faster and more accurate submissions. - Users find Iris to be a **highly efficient tool** , significantly reducing response time and streamlining workflows effectively. - Users praise Iris for its **exceptional customer support** , making implementation smooth and enhancing overall productivity. **Cons:** - Users are frustrated by the **lack of features** in Iris, particularly its inability to generate answers independently. - Users experience **inaccurate responses** from Iris due to reliance on the quality of input data, affecting usefulness. - Users are frustrated with Iris's **lack of autonomous answering** and receiving 'not enough info' responses too often. - Users experience occasional **bug issues** as the platform evolves, but they find the overall benefits worthwhile. - Users face **integration issues** with Iris, particularly the absence of certain desired integrations and mobile support. #### What Are Recent G2 Reviews of Iris? **"[Effortless Security Questionnaire Solution](https://www.g2.com/survey_responses/iris-review-10783543)"** **Rating:** 5.0/5.0 stars *— Casandra W.* [Read full review](https://www.g2.com/survey_responses/iris-review-10783543) --- **"[Streamlined RFP Collaboration with Iris](https://www.g2.com/survey_responses/iris-review-12696929)"** **Rating:** 5.0/5.0 stars *— Dylan S.* [Read full review](https://www.g2.com/survey_responses/iris-review-12696929) --- ### 19. [Inventive.AI](https://www.g2.com/products/inventive-ai/reviews) Inventive AI is the fastest growing AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see \> 70% efficiency in response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo **Average Rating:** 4.9/5.0 **Total Reviews:** 57 **How Do G2 Users Rate Inventive.AI?** - **Ease of Use:** 9.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Inventive.AI?** - **Seller:** [Inventive](https://www.g2.com/sellers/inventive) - **Company Website:** https://www.inventive.ai - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/inventive-ai/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Small-Business, 31% Mid-Market #### What Are Inventive.AI's Pros and Cons? **Pros:** - Ease of Use (59 reviews) - Efficiency (52 reviews) - Time-saving (33 reviews) - Consistency in Responses (30 reviews) - Intuitive (29 reviews) **Cons:** - Insufficient Analytics (23 reviews) - Poor Reporting (19 reviews) - Lack of Clarity (8 reviews) - Missing Features (5 reviews) - Access Management (4 reviews) ### What Do G2 Reviewers Say About Inventive.AI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Inventive.AI, finding it simplifies complex tasks and speeds up responses. - Users value the **efficiency** of Inventive.AI, significantly saving time and enhancing response quality in their workflow. - Users appreciate the **time-saving benefits** of Inventive.AI, greatly enhancing efficiency for their Presales team. - Users value the **consistency in messaging** offered by Inventive.AI, enhancing clarity and improving overall win rates. - Users find the **intuitive user experience** of Inventive.AI greatly enhances productivity and efficiency for their teams. **Cons:** - Users find the **analytics insufficient** , lacking depth for strategic planning and comprehensive insights into productivity trends. - Users find the **poor reporting** options limiting, wishing for better customization and visual representations of data. - Users feel a significant **lack of clarity** in content performance, hindering improvements and effective content management. - Users feel the **missing features** in Inventive.AI hinder usability, particularly regarding notifications and onboarding support. - Users desire **customizable role permissions** , as current access management lacks the necessary control for effective usage. #### What Are Recent G2 Reviews of Inventive.AI? **"[Grounded, Cited Drafts That Cut Our Response Cycle from 6 Days to 2](https://www.g2.com/survey_responses/inventive-ai-review-13037325)"** **Rating:** 5.0/5.0 stars *— kshiteej j.* [Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13037325) --- **"[Inventive AI's End-to-End Agents Turn RFPs into Ready Drafts](https://www.g2.com/survey_responses/inventive-ai-review-13047107)"** **Rating:** 5.0/5.0 stars *— Yashwant Singh W.* [Read full review](https://www.g2.com/survey_responses/inventive-ai-review-13047107) --- ### 20. [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate **Average Rating:** 4.3/5.0 **Total Reviews:** 165 **How Do G2 Users Rate Upland Qvidian?** - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Upland Qvidian?** - **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software) - **Company Website:** https://uplandsoftware.com/ - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** https://www.linkedin.com/company/3139095/ (814 employees on LinkedIn®) - **Ownership:** NASDAQ:UPLD **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 54% Enterprise, 34% Mid-Market #### What Are Upland Qvidian's Pros and Cons? **Pros:** - Ease of Use (58 reviews) - Document Management (32 reviews) - Content Library (29 reviews) - Features (27 reviews) - Content Management (26 reviews) **Cons:** - Limited Features (18 reviews) - Feature Usability (13 reviews) - Not Intuitive (9 reviews) - Difficult Learning (8 reviews) - Ineffective Search Functionality (8 reviews) ### What Do G2 Reviewers Say About Upland Qvidian? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Upland Qvidian, enhancing efficiency in managing content and collaboration. - Users highlight the **effective content management** tools of Upland Qvidian, significantly enhancing their proposal processes. - Users find the **Content Library** invaluable for managing proposals efficiently and maintaining an organized database of information. - Users value the **quick access to proposal content** and the ease of using familiar tools like Microsoft Word. - Users value the **effective content management** features of Upland Qvidian, significantly enhancing their workflow and productivity. **Cons:** - Users find **limited features** in Upland Qvidian, struggling with functionality and content updating limitations. - Users find that **feature usability could be improved** , expressing a desire for more streamlined processes and flexibility. - Users find Qvidian is **not intuitive** , making it challenging to navigate and locate necessary solutions. - Users experience **difficult learning** due to complex integration, unclear directions, and cumbersome merge code management. - Users often struggle with the **ineffective search functionality** in Qvidian, making it hard to locate necessary solutions. #### What Are Recent G2 Reviews of Upland Qvidian? **"[Efficient Proposal Creation but Needs Enhanced Search](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953) --- **"[Outstanding Support from Upland Qvidian Specialists Makes Qvidian Easy to Master](https://www.g2.com/survey_responses/upland-qvidian-review-12512588)"** **Rating:** 5.0/5.0 stars *— Sono N.* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-12512588) --- #### What Are G2 Users Discussing About Upland Qvidian? - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do) - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio) - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software) - [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for) ### 21. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews) Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. **Average Rating:** 4.9/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Cone?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Cone?** - **Seller:** [Cone](https://www.g2.com/sellers/cone) - **Year Founded:** 2022 - **HQ Location:** United States - **LinkedIn® Page:** https://www.linkedin.com/company/getcone (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 97% Small-Business, 3% Mid-Market #### What Are Cone's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Customer Support (15 reviews) - Time-saving (11 reviews) - Efficiency (8 reviews) - Pricing (8 reviews) **Cons:** - Learning Curve (2 reviews) - Deletion Problems (1 reviews) - Difficult Setup (1 reviews) - Initial Usage Difficulty (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Cone? *AI-generated summary from verified user reviews* **Pros:** - Users praise Cone for its **excellent ease of use** , making proposal workflows intuitive and professional for everyone involved. - Users praise the **exceptional customer support** of Cone, appreciating their willingness to assist and consider suggestions. - Users appreciate the **time-saving capabilities** of Cone, allowing them to streamline proposals and enhance efficiency significantly. - Users love the **efficiency** of Cone, which streamlines workflows and saves significant time while maintaining a professional appearance. - Users value the **cost efficiency** of Cone, appreciating its impressive power and excellent customer support. **Cons:** - Users note a slight **learning curve** to set up Cone, but support and time help ease the process. - Users face significant challenges with the **deletion problems** due to the absence of an autosave feature in Cone. - Users find the **difficult setup** process challenging, although the Cone team's support is commendable. - Users find the **initial usage difficulty** challenging due to a lack of help articles and guides available. - Users find the **limited customization** options frustrating, hindering their ability to personalize proposals effectively. #### What Are Recent G2 Reviews of Cone? **"[Cone: Great Product and Truly Responsive Customer Service](https://www.g2.com/survey_responses/cone-review-12402475)"** **Rating:** 5.0/5.0 stars *— Christen C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12402475) --- **"[All-in-One Practice Management That Saves Time and Money](https://www.g2.com/survey_responses/cone-review-12334776)"** **Rating:** 5.0/5.0 stars *— Ben C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12334776) --- ### 22. [AutogenAI](https://www.g2.com/products/autogenai/reviews) AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth. **Average Rating:** 4.3/5.0 **Total Reviews:** 155 **How Do G2 Users Rate AutogenAI?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.6/10 (Category avg: 8.7/10) **Who Is the Company Behind AutogenAI?** - **Seller:** [AutogenAI](https://www.g2.com/sellers/autogenai) - **Company Website:** https://autogenai.com/ - **Year Founded:** 2022 - **HQ Location:** New York, NY - **Twitter:** @AutogenAI (324 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/autogenai (171 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Bid Writer, Bid Manager - **Top Industries:** Construction, Facilities Services - **Company Size:** 49% Enterprise, 37% Mid-Market #### What Are AutogenAI's Pros and Cons? **Pros:** - Time-saving (56 reviews) - Efficiency (55 reviews) - Ease of Use (54 reviews) - Features (42 reviews) - Customer Support (38 reviews) **Cons:** - Learning Curve (18 reviews) - User Difficulty (15 reviews) - Not Intuitive (12 reviews) - Steep Learning Curve (11 reviews) - Learning Difficulty (10 reviews) ### What Do G2 Reviewers Say About AutogenAI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving efficiency** of AutogenAI, enhancing productivity and enabling focus on other priorities. - Users value the **improved efficiency** of AutogenAI, allowing more time for critical tasks and streamlined tender submissions. - Users find AutogenAI's **ease of use** remarkable, making it simple to implement and integrate into workflows. - Users appreciate the **comprehensive functionalities** of AutogenAI, enhancing their bid management speed and quality effectively. - Users rave about the **outstanding customer support** , praising the knowledgeable advisors and accessible resources for onboarding. **Cons:** - Users find the **learning curve steep** , often struggling with the complexity and requiring time to fully adapt. - Users find the **interface overly complicated** with too many buttons, leading to difficulty and confusion during use. - Users find the interface **not intuitive** , often struggling with navigation and frequent tool changes hindering familiarization. - Users note a **steep learning curve** with AutogenAI, requiring time to master its features for optimal results. - Users face a **steep learning curve** with AutogenAI, requiring time to master its multifaceted features and optimize workflows. #### What Are Recent G2 Reviews of AutogenAI? **"[A Reliable Tool for Faster, Smarter Proposal Creation](https://www.g2.com/survey_responses/autogenai-review-12871483)"** **Rating:** 4.0/5.0 stars *— Divyam S.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12871483) --- **"[Comprehensive AgenticAI Capabilities - Usage provides for proficiency](https://www.g2.com/survey_responses/autogenai-review-12813236)"** **Rating:** 4.5/5.0 stars *— Tobias O.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12813236) --- ### 23. [Ombud](https://www.g2.com/products/ombud/reviews) Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/ **Average Rating:** 4.7/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Ombud?** - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Ombud?** - **Seller:** [Ombud](https://www.g2.com/sellers/ombud) - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @ombud (278 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ombud/ (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Enterprise, 46% Mid-Market #### What Are Ombud's Pros and Cons? **Pros:** - Collaboration (1 reviews) - Ease of Process (1 reviews) - Ease of Use (1 reviews) - RFP Management (1 reviews) - Team Collaboration (1 reviews) **Cons:** - Not Intuitive (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Ombud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **collaboration ease** of Ombud, simplifying RFP submissions and team responses effortlessly. - Users appreciate the **ease of process** with Ombud for uploading, collaborating, and exporting RFP responses effortlessly. - Users value the **ease of use** of Ombud, simplifying RFP uploads and collaboration for seamless responses. - Users value the **easy collaboration and response export** in Ombud, streamlining the RFP management process effectively. - Users value the **ease of collaboration** in Ombud, streamlining RFP processes and response exports effectively. **Cons:** - Users find Ombud **not intuitive** , noting it lacks user-friendliness compared to other solutions they considered. - Users find Ombud **less user-friendly** compared to competitors, leading to frustrations after switching. #### What Are Recent G2 Reviews of Ombud? **"[Ombud Makes RFPs Easy with an Efficient, AI-Driven Library](https://www.g2.com/survey_responses/ombud-review-12459120)"** **Rating:** 4.5/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/ombud-review-12459120) --- **"[Ombud makes RFPs easy](https://www.g2.com/survey_responses/ombud-review-8840691)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/ombud-review-8840691) --- #### What Are G2 Users Discussing About Ombud? - [What is Ombud used for?](https://www.g2.com/discussions/what-is-ombud-used-for) ### 24. [Steerlab](https://www.g2.com/products/steerlab/reviews) Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security questionnaires. This solution caters to Proposal, PreSales, and Security teams, leveraging advanced automation and intelligent collaboration tools to significantly reduce response times, improve accuracy, and ultimately boost win rates. Steerlab addresses the complexities of responding to both structured Q&A documents and intricate narrative RFPs. Unlike conventional RFP tools that offer basic automation, Steerlab is engineered to facilitate the creation of high-quality, customized responses in various formats such as Excel, Word, or PDF. This versatility allows teams to maintain a professional and consistent tone while tailoring their responses to the specific context of each RFP. One of the standout features of Steerlab is its ability to automatically generate up to 90% of responses using pre-approved content. This capability not only accelerates the response process but also ensures that the quality of the answers remains high. The platform supports both straightforward Q&A formats and more elaborate narrative sections, such as executive summaries and solution descriptions, making it adaptable to a wide range of proposal requirements. Additionally, the self-updating content library organizes information by product, topic, and use case, ensuring that teams have access to the most relevant and current data without the need for manual upkeep. Steerlab also empowers teams to make informed decisions with its Go/No-Go agent, which evaluates the suitability of responding to an RFP based on various factors, including fit and internal capacity. The platform includes features for bias detection and gap analysis, allowing users to identify potential issues early in the process. Furthermore, deal pattern insights provide valuable analytics that help teams understand what strategies are effective across different industries and buyer types, enhancing future submissions. Collaboration is seamless with Steerlab, as it allows real-time interaction among internal and external teams. Users can assign tasks, leave comments, and track changes directly within familiar document formats, eliminating the need for cumbersome reformatting. The platform integrates smoothly with existing tools such as Notion, SharePoint, Google Drive, Salesforce, and Slack, ensuring that teams can work efficiently without switching between applications. Steerlab is designed with enterprise needs in mind, offering robust security and compliance with standards such as SOC 2 Type II, ISO 27001, and GDPR. It can be hosted in either the EU or US, depending on client preferences, and importantly, customer data is never utilized to train the AI models. Trusted by a range of B2B software companies, from startups to established enterprises, Steerlab is equipped to support organizations responding to varying volumes of RFPs, helping them focus on what truly matters: winning deals. **Average Rating:** 4.7/5.0 **Total Reviews:** 71 **How Do G2 Users Rate Steerlab?** - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 5.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 5.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 6.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Steerlab?** - **Seller:** [Steerlab](https://www.g2.com/sellers/steerlab) - **Company Website:** https://www.steerlab.ai - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/steerlab/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Mid-Market, 23% Small-Business #### What Are Steerlab's Pros and Cons? **Pros:** - Efficiency (12 reviews) - Artificial Intelligence (10 reviews) - Ease of Use (9 reviews) - Process Efficiency (8 reviews) - RFP Management (7 reviews) **Cons:** - Inaccurate Responses (6 reviews) - Limited Features (6 reviews) - Missing Features (6 reviews) - Bug Issues (2 reviews) - Formatting Issues (2 reviews) ### What Do G2 Reviewers Say About Steerlab? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of Steerlab, simplifying workflows and providing quick, accurate responses to complex queries. - Users praise the **high-quality AI** of Steerlab, enabling personalized responses and efficient collaboration. - Users find Steerlab to be **easy to use** , streamlining document uploads and training for new employees effectively. - Users value the **process efficiency** of Steerlab, benefiting from faster AI-generated drafts and shorter review cycles. - Users value the **time-saving RFP management** features, enhancing collaboration and increasing win rates significantly. **Cons:** - Users find **inaccurate responses** frequent in Steerlab, requiring double-checking, especially for compliance-related questions. - Users find the **limited features** of Steerlab hinder their ability to create comprehensive client-facing materials efficiently. - Users find **missing features** in Steerlab limit functionality, requiring manual processes for tasks like client-facing summaries. - Users experience **bug issues** with Word exports and version history, impacting collaboration and functionality. - Users find the **formatting issues** challenging, making navigation and thorough exploration of features difficult. #### What Are Recent G2 Reviews of Steerlab? **"[Speeds Up Winning Management Proposals with Instant Historical Insights](https://www.g2.com/survey_responses/steerlab-review-13030269)"** **Rating:** 5.0/5.0 stars *— Verified User in Commercial Real Estate* [Read full review](https://www.g2.com/survey_responses/steerlab-review-13030269) --- **"[Keeps Our Messaging and Proof Points Consistent Across Every Proposal](https://www.g2.com/survey_responses/steerlab-review-13032148)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/steerlab-review-13032148) --- ### 25. [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 commend the **ease of use** of Fynk, which streamlines contract management and enhances workflow efficiency. - Users value the **detailed contract management** of Fynk, enhancing compliance and reducing legal risks significantly. - Users value the **efficiency** of fynk, which streamlines contract management and enhances workflow productivity significantly. - Users appreciate the **automation** of fynk, streamlining contract management with efficiency and enhanced control. - Users appreciate the **AI-driven data extraction** of fynk, simplifying contract management and enhancing operational efficiency. **Cons:** - Users find **insufficient analytics** in Fynk's reporting dashboards, hindering complex financial analysis and insights. - Users find Fynk's **limited reporting** capabilities insufficient for in-depth financial analysis and product-centric insights. - Users find the **reporting insufficient** , lacking depth for complex analysis and requiring external tools for better insights. - Users find the **native reporting insufficient** for advanced analysis, often resorting to external BI tools for insights. - Users find the **reporting dashboards insufficient** , lacking depth and essential analytics for effective financial insights. #### What Are Recent G2 Reviews of fynk? **"[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) --- **"[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) --- ## 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.