# Best Proposal Software - Page 3 *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 (3,435 reviews) | Fast, template-driven proposals | "[Smooth File Integration, Fast Support, and a Feasible UI](https://www.g2.com/survey_responses/pandadoc-review-13129698)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,252 reviews) | Proposal delivery with sales engagement | "[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,300 reviews) | High-volume RFP and questionnaire responses | "[Effortless RFP Management, Clean and Simple Interface](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-4305533)" | | 4 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (247 reviews) | Complex configuration and pricing proposals | "[Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures](https://www.g2.com/survey_responses/oracle-cpq-review-12950580)" | | 5 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (898 reviews) | Interactive, web-style proposals | "[Qwilr- Pretty Proposal and Responsive Support](https://www.g2.com/survey_responses/qwilr-review-6913855)" | | 6 | [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) | 4.7/5.0 (836 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-ai-review-12780504)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (122 reviews) | Services proposals with recurring pricing | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 8 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 9 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (804 reviews) | Centralized RFP content management | "[Intuitive, User-Friendly Interface with Strong Collaboration](https://www.g2.com/survey_responses/loopio-review-13115393)" | | 10 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,672 reviews) | — | "[The best e-signature solution for growing businesses](https://www.g2.com/survey_responses/jotform-sign-review-13068219)" | --- ## What Are the Most Common Questions About Proposal Software? *AI-generated · Last updated: May 26, 2026* ### What most trusted Proposal by sales leaders based on verified user reviews. and key capabilities? Based on G2 reviews, sales teams most often describe proposal software they trust in terms of speed, consistency, and visibility after sending documents. According to verified users, products in this category help teams build proposals from templates, track when buyers open documents, manage approvals, and collect signatures without switching between multiple tools. G2 reviewers mention that strong proposal software also supports CRM integrations, reusable content libraries, and easier collaboration between sales and operations. In recent reviews, PandaDoc is the most frequently mentioned product among eligible options, with users repeatedly highlighting proposal creation speed, template reuse, tracking, and signing workflows that help teams move deals forward. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11856586) – used for fast proposal creation, template reuse, document tracking, and e-signature workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12859481) – helps sales teams create offers quickly, track engagement, and simplify digital signing - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12868863) – supports interactive proposals, customizable templates, and client-friendly presentation experiences ### What best Proposal platforms enabling tracking of engagement metrics and acceptance rates. that deliver strong? Based on G2 reviews, buyers looking for proposal software with engagement tracking should prioritize products that show when documents are opened, what sections prospects spend time on, and when signatures or approvals are completed. According to verified users, these capabilities help sales teams time follow-ups better and keep proposals moving without guesswork. G2 reviewers mention that strong platforms in this area also combine tracking with templates, digital signatures, and easier collaboration so proposal activity is tied directly to execution. Across recent reviews, PandaDoc, GetAccept, and Qwilr are the products most often associated with document visibility, buyer engagement signals, and smoother proposal workflows for sales teams. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-11819301) – gives teams visibility into customer views and proposal activity to support sales follow-up - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12681948) – offers real-time engagement tracking so teams can see opens, interactions, and signing progress - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12739009) – helps teams track proposal views and partner engagement while standardizing proposal delivery ### Which Proposal tools include templates and workflows that actually help close deals? Based on G2 reviews, PandaDoc stands out here because verified users repeatedly connect its templates and workflow features to faster proposal delivery, easier collaboration, and quicker signatures. According to verified users, proposal tools that help close deals usually combine reusable templates, content blocks or libraries, reminders, approval flow support, and simple signing steps in one process. G2 reviewers mention that these features reduce manual rework, keep content consistent, and make it easier for reps to personalize proposals without rebuilding them every time. Recent reviews also highlight that effective workflows matter most when they shorten handoffs between sales, reviewers, and customers while keeping document status visible. ### What top Proposal vendors offering integrated e-signature and approval workflow automation. and key capabilities? Based on G2 reviews, leading proposal vendors with integrated e-signature and approval workflow automation help teams move from draft to signed agreement in one system. According to verified users, the most valued capabilities include proposal creation, reusable templates, approval routing, digital signatures, payment collection or invoicing support, and visibility into document status. G2 reviewers mention that these tools reduce manual handoffs, keep records centralized, and help sales, finance, and operations stay aligned during the quote-to-signature process. In recent category reviews, PandaDoc, GetAccept, and Qwilr are repeatedly associated with all-in-one proposal creation, signing, and workflow support that helps organizations keep deals moving. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12719243) – supports electronic quoting, document tracking, certification, and standardized workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12654643) – combines proposal sending, tracking, notifications, and e-signatures in one workflow - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12701678) – connects proposal presentation with signatures and payments to speed deal completion ### What highest rated Proposal for reducing proposal cycle time and improving closure rates? Based on G2 reviews, PandaDoc is the strongest fit for this need because users consistently describe faster proposal creation, quicker sending, and easier signing as key benefits. According to verified users, reducing proposal cycle time usually comes from reusable templates, auto-filled or standardized content, smoother collaboration, reminders, and built-in tracking after documents are sent. G2 reviewers mention that these features help sales teams avoid rebuilding proposals, reduce back-and-forth, and keep customer momentum high. Reviews also connect visibility into opens and signatures with better follow-up timing, which supports stronger close outcomes. For teams prioritizing speed from draft to signed document, recent review themes point most clearly to PandaDoc. ### Which Proposal solutions effectively prevent version confusion and lost opportunities for your organization and specific needs? Based on G2 reviews, solutions that reduce version confusion tend to centralize proposal content, keep one active document source, and make collaboration visible across teams. According to verified users, the biggest pain points before adopting proposal software were scattered files, duplicate edits, outdated content, and manual back-and-forth between sales and reviewers. G2 reviewers mention that tools with shared templates, tracked revisions, content libraries, and in-platform collaboration help teams avoid sending the wrong version or missing follow-up moments. Recent reviews especially emphasize PandaDoc for centralized proposal creation and editing, Qwilr for maintaining one linked proposal version, and GetAccept for keeping communication, offers, and signing activity together in one workflow. ### What most reliable Proposal software based on reviews from sales teams and operations? Based on G2 reviews, reliability in proposal software is usually defined by consistent daily use, easy adoption across sales and operations, and fewer breakdowns between quoting, approvals, and signing. According to verified users, reliable tools help teams create documents quickly, maintain content consistency, track proposal status, and keep customer actions visible without constant manual intervention. G2 reviewers mention that products feel most dependable when they are straightforward to use, integrate into existing workflows, and support both internal collaboration and external customer signing. In the recent review set, PandaDoc, GetAccept, and Qwilr appear most often in reliability-related feedback tied to proposal execution, visibility, and team efficiency. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12579427) – keeps proposal creation, sending, tracking, and signing organized in one place - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12682321) – praised for smooth onboarding, a clear dashboard, and reliable proposal workflow support - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12068746) – helps teams deliver polished, consistent proposals while reducing formatting and workflow overhead ### Which Proposal software handles complex configurations with multiple products and pricing for your organization and specific needs? Based on G2 reviews, proposal software that handles more complex product and pricing scenarios usually combines configurable templates, pricing tables, reusable product content, and stronger quote structure controls. According to verified users, these capabilities matter when teams need to manage bundles, multiple vendor lists, itemized pricing, or project options without rebuilding proposals manually. G2 reviewers mention PandaDoc for compiling pricing with terms and keeping standard content current, Qwilr for customizable quote structures and buyer-selectable options, and QuoteWerks for centralized product, pricing, and bundle management in more detailed quoting workflows. Buyers with more layered quoting needs should look for products that keep product data organized while still making proposals client-friendly. ### How Proposal software that measurably reduces the time from initial quote to send? Based on G2 reviews, proposal software reduces time from initial quote to send by removing repetitive drafting, centralizing pricing and content, and making documents easier to assemble from templates. According to verified users, the biggest time savings come from predefined templates, reusable content blocks, automatic reminders, quote duplication, and integrations that pull information from existing systems. G2 reviewers mention that these features let teams move from customer conversation to proposal delivery much faster, especially when they no longer need to juggle spreadsheets, word processors, and separate signing tools. Across recent reviews, PandaDoc, Qwilr, and QuoteWerks are repeatedly linked to faster quote preparation and smoother quote-to-send workflows. ### What are the best Proposal software platforms designed specifically for sales teams? Based on G2 reviews, the best proposal software platforms for sales teams are the ones that make it easier to create polished proposals fast, track buyer engagement, and move directly into approval or signature steps. According to verified users, sales-focused platforms stand out when they combine templates, CRM-connected workflows, visibility into document activity, and simple collaboration between reps and supporting teams. G2 reviewers mention that sales teams value tools that help them stay consistent while still personalizing offers for each buyer. In the recent review data, PandaDoc, GetAccept, and Qwilr are the most consistently mentioned platforms for sales-driven proposal creation, engagement tracking, and closing workflows. **Here are some of the top-rated products on G2:** - [PandaDoc](https://www.g2.com/products/pandadoc/reviews/pandadoc-review-12678944) – supports sales teams with tailored proposals, content libraries, and streamlined quoting workflows - [GetAccept](https://www.g2.com/products/getaccept/reviews/getaccept-review-12683567) – helps sales teams present, track, and close deals with engagement visibility - [Qwilr](https://www.g2.com/products/qwilr/reviews/qwilr-review-12708455) – speeds proposal creation for sales teams with reusable blocks and CRM-connected workflows ## G2 Grid® for Proposal Software ![G2 Grid® for Proposal Software plotting products by satisfaction and market presence](https://www.g2.com/categories/proposal/grids.png?focus%5B%5D=4036&focus%5B%5D=16016&focus%5B%5D=21326&focus%5B%5D=284&focus%5B%5D=14268&focus%5B%5D=19019&focus%5B%5D=164780&focus%5B%5D=6327) Highlighted products: PandaDoc, GetAccept, Responsive, formerly RFPIO, Oracle CPQ, Qwilr, DealHub AI, Anchor, and Ignition. Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=getaccept&focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=qwilr&focus%5B%5D=dealhub-ai&focus%5B%5D=anchor-anchor&focus%5B%5D=ignition) ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 291 ### Category Stats (Jul 2026) - **Average Rating**: 4.5/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Dasseti ENGAGE (+2.77%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month *Last updated: July 21, 2026* ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,500+ Authentic Reviews - 291+ 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** ### altaFlow altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-07-21T23%3A34%3A54Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Ff%2Fproposal-effectiveness-reporting%3Fopen_modal_url%3D%252Fproducts%252Fquotewerks%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fproposal%25252Ff%25252Fproposal-effectiveness-reporting%2526source%253Dcategory&secure%5Btoken%5D=c1f81042d07dd0f64620b1275edae101b8c2bee3699d30d63abc09e0ae42278d&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Proposal Software Products in 2026? ### 1. [Storydoc](https://www.g2.com/products/storydoc/reviews) Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion. **Average Rating:** 4.7/5.0 **Total Reviews:** 67 **How Do G2 Users Rate Storydoc?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Storydoc?** - **Seller:** [Storydoc](https://www.g2.com/sellers/storydoc) - **Year Founded:** 2019 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @getstorydoc (31 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/storydocltd/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 78% Small-Business, 16% Mid-Market #### What Are Storydoc's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Presentation Quality (18 reviews) - Presentations (13 reviews) - Customer Support (12 reviews) - Intuitive (12 reviews) **Cons:** - Limited Customization (7 reviews) - Cost (6 reviews) - Expensive (5 reviews) - Limited Templates (5 reviews) - AI Limitations (4 reviews) ### What Do G2 Reviewers Say About Storydoc? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Storydoc, enabling them to create impactful presentations effortlessly. - Users admire the **presentation quality** of Storydoc, enabling epic, shareable, and customizable presentations effortlessly. - Users love the **user-friendly presentation builder** , enabling quick, customizable, and impressive presentations with excellent support. - Users commend the **responsive and helpful customer support** of Storydoc, enhancing their overall experience with the platform. - Users enjoy Storydoc's **intuitive interface** , making it easy for everyone to navigate and create engaging content. **Cons:** - Users find the **limited customization** options in Storydoc restrictive, often needing more flexibility for unique narratives. - Users find the **costs prohibitive** , particularly for casual use and additional expenses like URL branding. - Users find the **pricing tier to be high** for casual use, making it less accessible for startups. - Users express a need for **more template variety** to enhance design flexibility and ease project scalability. - Users note the **AI limitations** of Storydoc, expressing concerns about its current lack of sophistication and accuracy. #### What Are Recent G2 Reviews of Storydoc? **"[Seamless Video Focused Presentations](https://www.g2.com/survey_responses/storydoc-review-12427777)"** **Rating:** 5.0/5.0 stars *— Matt M.* [Read full review](https://www.g2.com/survey_responses/storydoc-review-12427777) --- **"[A versatile platform for creating high-end interactive documents](https://www.g2.com/survey_responses/storydoc-review-12268004)"** **Rating:** 5.0/5.0 stars *— Maya D.* [Read full review](https://www.g2.com/survey_responses/storydoc-review-12268004) --- ### 2. [Quotient](https://www.g2.com/products/quotient/reviews) Great looking quotes and proposals in one easy to use system. **Average Rating:** 4.7/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Quotient?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Quotient?** - **Seller:** [Quotient](https://www.g2.com/sellers/quotient) - **Year Founded:** 2011 - **HQ Location:** Columbia, MD - **Twitter:** @QuotientApp (672 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/quotientapp/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 91% Small-Business #### What Are Quotient's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Creation (1 reviews) - Easy Integrations (1 reviews) - Easy Setup (1 reviews) - Efficiency (1 reviews) **Cons:** - Limited Design Options (1 reviews) - Limited Template Flexibility (1 reviews) ### What Do G2 Reviewers Say About Quotient? *AI-generated summary from verified user reviews* **Pros:** - Users find Quotient's **ease of use** enhances workflow efficiency, simplifying quote creation and tracking significantly. - Users appreciate the **easy creation of template quotes** with Quotient, enhancing workflow efficiency and management. - Users value the **easy integrations** of Quotient, enhancing overall efficiency and workflow within their business operations. - Users benefit from the **easy setup** of Quotient, enhancing their workflow and making template management straightforward. - Users appreciate the **efficiency** of Quotient in creating and managing quotes, enhancing their workflow significantly. **Cons:** - Users are frustrated by the **limited design options** in Quotient, hindering the creation of appealing quote templates. - Users are frustrated by the **limited template flexibility** in Quotient, hindering the creation of visually appealing quotes. #### What Are Recent G2 Reviews of Quotient? **"[Effortless Quoting with Quotient](https://www.g2.com/survey_responses/quotient-review-12041542)"** **Rating:** 5.0/5.0 stars *— William S.* [Read full review](https://www.g2.com/survey_responses/quotient-review-12041542) --- **"[Great Package](https://www.g2.com/survey_responses/quotient-review-8964567)"** **Rating:** 5.0/5.0 stars *— Zack W.* [Read full review](https://www.g2.com/survey_responses/quotient-review-8964567) --- #### What Are G2 Users Discussing About Quotient? - [What is Quotient used for?](https://www.g2.com/discussions/what-is-quotient-used-for) ### 3. [QorusDocs](https://www.g2.com/products/qorusdocs/reviews) QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com **Average Rating:** 4.4/5.0 **Total Reviews:** 166 **How Do G2 Users Rate QorusDocs?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.2/10 (Category avg: 8.8/10) **Who Is the Company Behind QorusDocs?** - **Seller:** [QorusDocs](https://www.g2.com/sellers/qorusdocs) - **Year Founded:** 2012 - **HQ Location:** Seattle, WA - **Twitter:** @qorusdocs (2,614 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1203323/ (62 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Enterprise, 31% Mid-Market #### What Are QorusDocs's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Document Management (18 reviews) - Customer Support (15 reviews) - Content Management (13 reviews) - Features (13 reviews) **Cons:** - Limited Features (6 reviews) - Bug Issues (4 reviews) - Complex Setup (4 reviews) - Slow Performance (4 reviews) - Software Bugs (4 reviews) ### What Do G2 Reviewers Say About QorusDocs? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of QorusDocs, simplifying proposal writing and content management significantly. - Users value the **efficient document management** in QorusDocs, benefiting from templates and centralized storage for proposals. - Users appreciate the **responsive and knowledgeable customer support** of QorusDocs, praising their fast and helpful assistance. - Users value the **easy access to content** with QorusDocs, enhancing their document organization and overall efficiency. - Users appreciate the **easy content search and template management** features of QorusDocs, enhancing their proposal processes. **Cons:** - Users note **limited features** in QorusDocs, missing essential tools like content reordering and built-in search. - Users report **bug issues** in QorusDocs that lead to frustration and require frequent support interventions. - Users find the **complex setup** of QorusDocs challenging, requiring technical expertise to maximize its potential. - Users often experience **slow performance** with QorusDocs, facing delays and occasional application hangs when accessing content. - Users find **software bugs** frustrating, as they impact normal operations and require multiple support tickets for resolution. #### What Are Recent G2 Reviews of QorusDocs? **"[Well-Designed AI Skills for Fast, Fully Formatted RFP Drafts](https://www.g2.com/survey_responses/qorusdocs-review-12227518)"** **Rating:** 5.0/5.0 stars *— Gordon B.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-12227518) --- **"[QorusDocs helps me to automatize pursuits set up process](https://www.g2.com/survey_responses/qorusdocs-review-10744690)"** **Rating:** 5.0/5.0 stars *— Mariana F.* [Read full review](https://www.g2.com/survey_responses/qorusdocs-review-10744690) --- #### What Are G2 Users Discussing About QorusDocs? - [What is QorusDocs used for?](https://www.g2.com/discussions/what-is-qorusdocs-used-for) - 1 comment - [What does Qorus do?](https://www.g2.com/discussions/what-does-qorus-do) - 1 comment - [What is Proposal Management Software?](https://www.g2.com/discussions/what-is-proposal-management-software) - [What is RFP software?](https://www.g2.com/discussions/qorusdocs-what-is-rfp-software) - [What is qorus breeze?](https://www.g2.com/discussions/what-is-qorus-breeze) ### 4. [Thalamus AI](https://www.g2.com/products/thalamus-ai/reviews) Thalamus AI is an AI-native RFP and proposal platform that helps enterprise proposal teams automate the full RFP lifecycle - from bid qualification and requirement mapping to SME collaboration, compliance tracking, addenda management, source-linked proposal drafting, and post-submission learning. Powered by AI agents and a verified RFP content library, Thalamus AI supports every RFx type: RFPs, RFIs, DDQs, security questionnaires, Q&A forms, portal responses, and high-stakes narrative proposals. Unlike traditional RFP software built mainly around content libraries and answer reuse, Thalamus AI brings bid strategy, proposal knowledge, compliance control, SME coordination, and institutional learning into one workspace. Teams can qualify RFP opportunities, map explicit and implicit requirements, route work with AI RACI assignments, manage clarification and risk registers, track compliance matrices, monitor addenda, and build structured review gates across the response process. Thalamus AI turns past proposals, case studies, project experience, certifications, compliance proofs, Q&A pairs, pricing inputs, and approved content into source-linked proposal knowledge. Every correction, decision, reviewer comment, win, and loss can improve future responses, helping teams build a compounding RFP knowledge layer over time. Thalamus AI integrates with tools such as SharePoint, OneDrive, Google Drive, Slack, Outlook, Microsoft Teams, and enterprise file repositories, helping proposal teams centralize knowledge while coordinating work across sales, legal, finance, security, solutions, delivery, and SMEs. Thalamus AI is SOC 2 Type II and ISO 27001 certified, giving enterprise teams a secure AI RFP software platform for complex proposal, questionnaire, and bid management workflows. Trusted by organizations including AGS Health, Cardinal Correctional, EBC, R1, and Whatfix, Thalamus AI is built for proposal teams that need more than answer automation. It helps teams build stronger RFP responses with compliant content, traceable knowledge, coordinated reviews, and bid intelligence that improves with every submission. **Average Rating:** 5.0/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Thalamus AI?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 10.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Thalamus AI?** - **Seller:** [Thalamus AI](https://www.g2.com/sellers/thalamus-ai) - **Year Founded:** 2025 - **HQ Location:** San Francisco, US - **Twitter:** @ThalamusHQ (5 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thalamus-ai (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 46% Enterprise, 38% Mid-Market #### What Are Thalamus AI's Pros and Cons? **Pros:** - Artificial Intelligence (5 reviews) - RFP Management (3 reviews) - Automation (2 reviews) - Collaboration Tools (2 reviews) - Content Library (2 reviews) **Cons:** - Software Bugs (2 reviews) - Bug Issues (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Thalamus AI? *AI-generated summary from verified user reviews* **Pros:** - Users love the **efficiency of AI Assistants** in Thalamus AI that streamline proposal creation and project management. - Users love the **fast RFP automation** of Thalamus AI, enabling rapid proposal drafts in under 15 minutes. - Users appreciate the **automation capabilities** of Thalamus AI, making RFP drafting efficient and significantly faster. - Users value the **seamless collaboration tools** of Thalamus AI, enhancing workflow efficiency and simplifying SME interactions. - Users value the **efficient content library** of Thalamus AI, simplifying proposal creation and integration with tools. **Cons:** - Users experience **software bugs** like freezing screens and task tracker issues, although support is responsive. - Users report a **bug issue** with task tracker loading, although support responses are quick and helpful. - Users experience prolonged **integration issues** with Dropbox, leading to delays in functionality and increased frustration. #### What Are Recent G2 Reviews of Thalamus AI? **"[We moved beyond legacy RFP software to a Thalamus AI as their workflow is built around how our bid t](https://www.g2.com/survey_responses/thalamus-ai-review-13049039)"** **Rating:** 5.0/5.0 stars *— Ayush C.* [Read full review](https://www.g2.com/survey_responses/thalamus-ai-review-13049039) --- **"[Helpful for matching RFP scope to the right case studies & staff](https://www.g2.com/survey_responses/thalamus-ai-review-13049057)"** **Rating:** 5.0/5.0 stars *— vikesh d.* [Read full review](https://www.g2.com/survey_responses/thalamus-ai-review-13049057) --- ### 5. [ScalePad Quoter](https://www.g2.com/products/scalepad-quoter/reviews) Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. **Average Rating:** 4.7/5.0 **Total Reviews:** 44 **How Do G2 Users Rate ScalePad Quoter?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) **Who Is the Company Behind ScalePad Quoter?** - **Seller:** [ScalePad](https://www.g2.com/sellers/scalepad) - **Year Founded:** 2015 - **HQ Location:** Vancouver, BC - **Twitter:** @GoScalePad (981 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scalepad/ (235 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Telecommunications - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are ScalePad Quoter's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Quoting Process (8 reviews) - Templates (5 reviews) - Customer Support (4 reviews) - Customizability (4 reviews) **Cons:** - Limited Customization (3 reviews) - Missing Features (3 reviews) - Poor Integration (3 reviews) - API Integration Issues (2 reviews) - Contact Management (2 reviews) ### What Do G2 Reviewers Say About ScalePad Quoter? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple. - Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy. - Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease. - Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience. - Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration. **Cons:** - Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals. - Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals. - Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter. - Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing. - Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates. #### What Are Recent G2 Reviews of ScalePad Quoter? **"[Quoter saves the day!](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)"** **Rating:** 5.0/5.0 stars *— Kevin C.* [Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471) --- **"[Great quoting software](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)"** **Rating:** 4.0/5.0 stars *— Alex Y.* [Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071) --- #### What Are G2 Users Discussing About ScalePad Quoter? - [What is online quote function?](https://www.g2.com/discussions/quoter-what-is-online-quote-function) - [What is online quote function?](https://www.g2.com/discussions/what-is-online-quote-function) - [What is quotation management system?](https://www.g2.com/discussions/what-is-quotation-management-system) - 1 upvote - [What is quoter?](https://www.g2.com/discussions/what-is-quoter) - 2 comments, 1 upvote - [What is a quoting software?](https://www.g2.com/discussions/what-is-a-quoting-software) - 1 comment, 1 upvote ### 6. [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe. **Average Rating:** 4.3/5.0 **Total Reviews:** 66 **How Do G2 Users Rate Vendavo?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Vendavo?** - **Seller:** [Vendavo](https://www.g2.com/sellers/vendavo) - **Company Website:** https://www.vendavo.com - **Year Founded:** 1998 - **HQ Location:** Denver, Colorado - **Twitter:** @Vendavo (6,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14613/ (440 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Machinery, Computer Software - **Company Size:** 38% Enterprise, 38% Mid-Market #### What Are Vendavo's Pros and Cons? **Pros:** - Pricing Optimization (3 reviews) - Customer Satisfaction (2 reviews) - Ease of Use (2 reviews) - Easy Integrations (2 reviews) - Integrations (2 reviews) **Cons:** - Complexity (2 reviews) - Difficult Customization (2 reviews) - Difficult Learning Process (2 reviews) - Expensive (2 reviews) - Lagging Performance (2 reviews) ### What Do G2 Reviewers Say About Vendavo? *AI-generated summary from verified user reviews* **Pros:** - Users value Vendavo for its **effective pricing optimization** , enhancing B2B pricing strategies and improving margin management. - Users value the **solid framework and analytics capabilities** of Vendavo for effective B2B pricing management. - Users find Vendavo’s platform to be **user-friendly after initial learning** , greatly enhancing pricing and approvals efficiency. - Users appreciate the **easy integrations** with SAP, allowing smooth data flows after initial configuration adjustments. - Users find Vendavo's **integrations with ERP systems** to be surprisingly painless, enhancing data flow and usability. **Cons:** - Users struggle with the **complexity of implementation** , facing a steep learning curve and performance issues with large datasets. - Users face **difficult customization** challenges, leading to high consultancy costs and a need for extensive training. - Users face a **difficult learning process** with Vendavo, requiring extensive training and struggling with a complex interface. - Users find that **customization can be quite expensive** due to high consultancy fees and ongoing dependencies. - Users experience **lagging performance** with large datasets, causing frustration and hindering quick pricing tasks. #### What Are Recent G2 Reviews of Vendavo? **"[Excellent for Pricing Insights and Margin Optimization](https://www.g2.com/survey_responses/vendavo-review-11968271)"** **Rating:** 4.0/5.0 stars *— charlotte s.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-11968271) --- **"[Vendavo PA](https://www.g2.com/survey_responses/vendavo-review-4576703)"** **Rating:** 4.5/5.0 stars *— Vladimir B.* [Read full review](https://www.g2.com/survey_responses/vendavo-review-4576703) --- ### 7. [Dasseti ENGAGE](https://www.g2.com/products/dasseti-engage/reviews) Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin. **Average Rating:** 4.1/5.0 **Total Reviews:** 27 **How Do G2 Users Rate Dasseti ENGAGE?** - **Ease of Use:** 7.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 1.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Dasseti ENGAGE?** - **Seller:** [Dasseti](https://www.g2.com/sellers/dasseti) - **Company Website:** https://www.dasseti.com/ - **Year Founded:** 2019 - **HQ Location:** New York, US - **Twitter:** @Dasseti (79 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dasseti (79 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Investment Management - **Company Size:** 44% Mid-Market, 41% Small-Business #### What Are Dasseti ENGAGE's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Efficiency (7 reviews) - Customer Support (5 reviews) - Time-saving (5 reviews) - AI Technology (4 reviews) **Cons:** - Poor Usability (7 reviews) - Feature Deficiency (5 reviews) - Not User-Friendly (4 reviews) - Clunky Interface (3 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About Dasseti ENGAGE? *AI-generated summary from verified user reviews* **Pros:** - Users find Dasseti ENGAGE to be **extremely user-friendly** , significantly simplifying the questionnaire and due diligence processes. - Users appreciate the **efficiency** of Dasseti ENGAGE, noting significant time savings in completing RFPs and questionnaires. - Users commend the **dedicated customer support** of Dasseti ENGAGE, facilitating quick onboarding and effective assistance. - Users value the **time-saving AI features** of Dasseti ENGAGE that streamline tasks and enhance productivity significantly. - Users value the **powerful AI features** of Dasseti ENGAGE, which significantly enhance efficiency and save time. **Cons:** - Users find **poor usability** in Dasseti ENGAGE, noting the need for a more intuitive interface and improved features. - Users experience **feature deficiencies** in Dasseti ENGAGE, citing limitations in scrolling, attachment options, and document management. - Users find Dasseti ENGAGE's interface to be **not user-friendly** , with complexities that hinder ease of use, especially for newcomers. - Users find the **interface clunky** , making navigation and searching for past documents frustrating and inefficient. - Users find Dasseti ENGAGE's interface to be **complex for new users** , requiring more onboarding and manual intervention than anticipated. #### What Are Recent G2 Reviews of Dasseti ENGAGE? **"[An Effective Platform for Modern Due Diligence Management](https://www.g2.com/survey_responses/dasseti-engage-review-12930644)"** **Rating:** 4.5/5.0 stars *— Verified User in Investment Management* [Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-12930644) --- **"[Clear, Self-Explanatory Platform That Gets You Started Fast](https://www.g2.com/survey_responses/dasseti-engage-review-13068730)"** **Rating:** 5.0/5.0 stars *— Balwant B.* [Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-13068730) --- ### 8. [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews) Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines. **Average Rating:** 3.6/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Kaseya Quote Manager?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Kaseya Quote Manager?** - **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya) - **Company Website:** https://www.kaseya.com/ - **Year Founded:** 2000 - **HQ Location:** Miami, FL - **Twitter:** @KaseyaCorp (17,411 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kaseya/ (5,471 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 94% Small-Business, 6% Mid-Market #### What Are Kaseya Quote Manager's Pros and Cons? **Pros:** - Customization (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) - Integrations (1 reviews) - Process Efficiency (1 reviews) **Cons:** - Integration Issues (1 reviews) - Lack of Integration (1 reviews) - Poor Integration (1 reviews) ### What Do G2 Reviewers Say About Kaseya Quote Manager? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** in Kaseya Quote Manager, especially for creating tailored templates for items. - Users appreciate the **easy integrations** of Kaseya Quote Manager, significantly enhancing their daily workflow efficiency. - Users find Kaseya Quote Manager enhances **efficiency** in their quoting process with its simplicity and seamless integration. - Users value the **seamless integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes. - Users appreciate the **process efficiency** of Kaseya Quote Manager, simplifying quoting and enhancing daily productivity. **Cons:** - Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. - Users are frustrated with the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. - Users are frustrated with the **poor integration** of Kaseya Quote Manager with essential tools like AI applications. #### What Are Recent G2 Reviews of Kaseya Quote Manager? **"[Kaseya Quote Manager Streamlines Quoting with a Centralized, Consistent Workflow](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)"** **Rating:** 4.0/5.0 stars *— Darren .* [Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645) --- **"[Streamlined, Professional Quotes with Kaseya Quote Manager](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12875693)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12875693) --- ### 9. [RocketDocs](https://www.g2.com/products/rocketdocs/reviews) At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more. **Average Rating:** 4.2/5.0 **Total Reviews:** 103 **How Do G2 Users Rate RocketDocs?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10) **Who Is the Company Behind RocketDocs?** - **Seller:** [RocketDocs](https://www.g2.com/sellers/rocketdocs) - **Company Website:** https://rocketdocs.com/ - **Year Founded:** 1994 - **HQ Location:** Dallas, TX - **LinkedIn® Page:** https://www.linkedin.com/company/rocketdocs (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Insurance - **Company Size:** 50% Mid-Market, 32% Enterprise #### What Are RocketDocs's Pros and Cons? **Pros:** - Document Management (9 reviews) - Content Management (7 reviews) - Content Library (5 reviews) - Ease of Use (5 reviews) - Efficiency (5 reviews) **Cons:** - Inefficient Search Functionality (3 reviews) - Learning Curve (3 reviews) - Manual Processes (3 reviews) - Content Management (2 reviews) - Difficult Adjustments (2 reviews) ### What Do G2 Reviewers Say About RocketDocs? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficient document management** of RocketDocs, facilitating swift approvals and robust knowledge base creation. - Users value the **efficient content management** of RocketDocs, simplifying drafting and repository organization with AI assistance. - Users value the **comprehensive content library** in RocketDocs, enhancing collaboration and streamlining the RFP process. - Users find RocketDocs to be **easy to use** , facilitating swift approvals and seamless content management efficiently. - Users find RocketDocs to be highly **efficient** , streamlining the approval process and enhancing knowledge management effectively. **Cons:** - Users report the **inefficient search functionality** of RocketDocs, making it difficult to navigate large databases effectively. - Users find the **learning curve challenging** due to the advanced features and complex interface of RocketDocs. - Users find the **manual processes** of RocketDocs tedious and inefficient, especially in uploading documents and attachments. - Users find **content management limitations** in RocketDocs challenging, particularly with filtering and document attachment issues. - Users face **difficult adjustments** due to limited filtering, inconsistencies in document formats, and redundant project listings. #### What Are Recent G2 Reviews of RocketDocs? **"[Easy to Learn and Great for Quickly Finding Proposal Information](https://www.g2.com/survey_responses/rocketdocs-review-12608293)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12608293) --- **"[Efficient Answer Management, Seamless Bulk Updates](https://www.g2.com/survey_responses/rocketdocs-review-12771812)"** **Rating:** 5.0/5.0 stars *— Christian C.* [Read full review](https://www.g2.com/survey_responses/rocketdocs-review-12771812) --- #### What Are G2 Users Discussing About RocketDocs? - [What are the benefits and drawbacks of using RocketDocs for proposal management, and what features do you find most useful?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-rocketdocs-for-proposal-management-and-what-features-do-you-find-most-useful) - [What is RocketDocs used for?](https://www.g2.com/discussions/what-is-rocketdocs-used-for) ### 10. [Flowcase](https://www.g2.com/products/flowcase/reviews) Flowcase is the system of record for people and project experience at professional services firms. It helps proposal teams centralize CVs, resumes, project descriptions, and credentials in one structured, searchable platform so they can respond to bids faster and with stronger content. Most firms manage this information across SharePoint folders, Word documents, HR systems, and old proposal files. Proposal teams end up spending hours hunting for the right resumes, chasing consultants for updates, and reformatting content under tight deadlines. Flowcase replaces that process. The platform is built for enterprise consulting and engineering firms, particularly in AEC (Architecture, Engineering, Construction), IT consulting, and management consulting, where winning work depends on demonstrating the right people and project experience in every proposal. Key Features & Benefits: - Centralized experience data: Flowcase brings employee CVs, project descriptions, certifications, and skills into one structured system. No more digging through SharePoint or outdated proposal files. - Tailored content per bid: Teams can customize resumes and project sheets for a specific RFP without altering the master record. This means every proposal gets tailored content while the source data stays clean. - Employee self-service: Consultants and engineers update their own profiles directly, keeping information current without creating bottlenecks for proposal or HR teams. - Powerful expertise search: Quickly find the right people and projects across the firm based on skills, certifications, project history, or sector experience. Especially valuable after acquisitions or across multi-office organizations. - Brand-consistent output: Templates ensure every resume and project sheet looks professional and on-brand, no matter who assembles the proposal. - Enterprise integrations: Flowcase connects with HR platforms (Workday), CRM systems (Salesforce), and ERP tools (Deltek, Maconomy) through an open API. Why Flowcase? Flowcase is used by firms like Sweco, Ramboll, WSP, Capgemini, and EY to manage expertise across thousands of employees and dozens of offices. Customers consistently report faster proposal creation, easier resume management, more professional submissions, and better visibility into expertise across the organization. With Flowcase, proposal teams spend less time on admin and more time building bids that win. **Average Rating:** 4.6/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Flowcase?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Flowcase?** - **Seller:** [Flowcase](https://www.g2.com/sellers/flowcase) - **Company Website:** https://www.flowcase.com - **Year Founded:** 2012 - **HQ Location:** London, England - **LinkedIn® Page:** https://www.linkedin.com/company/2737072 (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consulting - **Company Size:** 46% Small-Business, 23% Enterprise #### What Are Flowcase's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Intuitive (2 reviews) - AI Technology (1 reviews) - Artificial Intelligence (1 reviews) - Automation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Initial Usage Difficulty (1 reviews) - Integration Issues (1 reviews) - Limited Customization (1 reviews) - Limited Template Flexibility (1 reviews) ### What Do G2 Reviewers Say About Flowcase? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive and user-friendly design** of Flowcase, making CV management simple and efficient. - Users find Flowcase's **intuitive interface** enhances their experience, making document management seamless and efficient. - Users find the **AI technology** in Flowcase enhances usability, making tasks simpler and more efficient. - Users love the **intuitive user interface** enhanced by AI, simplifying their experience and improving productivity. - Users praise Flowcase for its **powerful automation tools** that enhance document management and proposal efficiency. **Cons:** - Users find some **advanced functions hard to set** initially, leading to a challenging learning experience with Flowcase. - Users find the **initial usage difficulty** challenging due to the complexity of setting advanced functions. - Users note potential **integration issues** with external tools, impacting overall functionality without extensive testing. - Users express concern over the **limited customization** of Flowcase, impacting individual user preferences and needs. - Users note **limited template flexibility** initially, but appreciate the ongoing dialogue that addresses change requests over time. #### What Are Recent G2 Reviews of Flowcase? **"[Outstanding Experience in Every Way](https://www.g2.com/survey_responses/flowcase-review-11920615)"** **Rating:** 5.0/5.0 stars *— Sven E.* [Read full review](https://www.g2.com/survey_responses/flowcase-review-11920615) --- **"[Intuitive and User-Friendly with Powerful Search Functions](https://www.g2.com/survey_responses/flowcase-review-12244713)"** **Rating:** 5.0/5.0 stars *— Rita S.* [Read full review](https://www.g2.com/survey_responses/flowcase-review-12244713) --- ### 11. [Fiverr Workspace](https://www.g2.com/products/fiverr-workspace/reviews) AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of features, AND.CO from Fiverr solves many of the problems that plague the modern freelancer. It’s your one-stop-app for proposals, contracts, projects, time tracking, invoicing, scheduled invoicing, payments, recurring payments, task management, income & expense tracking and reporting. Phew—that sounds like a lot of features. Did we mention they’re all in one place? But what else makes us better than using 8 apps to run your business? Our software intelligently integrates each aspect of business management so you can eliminate inefficiencies across your business. That means proposals and contracts once approved automatically creates your projects. Set up scheduled invoicing for automated invoicing & recurring billing so you are notified when it's time to invoice. It means time tracking that speaks to your projects and invoices, Automated overdue invoice reminders that talk to your task list. It means payments that know to automatically file your income and online payment processing fees as an expense so all your books are in order. Every feature talks to the next so that you can do things faster and focus on the work you love. AND.CO helps with the rest! Yeah, that’s what it means. With less time spent managing the business, you get more time to operate in your genius zone! **Average Rating:** 3.9/5.0 **Total Reviews:** 19 **How Do G2 Users Rate Fiverr Workspace?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.3/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Fiverr Workspace?** - **Seller:** [Fiverr](https://www.g2.com/sellers/fiverr) - **Year Founded:** 2010 - **HQ Location:** Tel-Aviv - **Twitter:** @fiverr (458,568 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/861427/ (213,999 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 90% Small-Business, 5% Mid-Market #### What Are Fiverr Workspace's Pros and Cons? **Pros:** - All-in-one Solutions (1 reviews) - Comprehensive Features (1 reviews) - Contract Management (1 reviews) - Document Management (1 reviews) - Ease of Use (1 reviews) **Cons:** - Delays (1 reviews) - Email Issues (1 reviews) - Lack of Communication Features (1 reviews) - Limited Features (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Fiverr Workspace? *AI-generated summary from verified user reviews* **Pros:** - Users love the **all-in-one solutions** of Fiverr Workspace for streamlined proposals, contracts, invoicing, and financial tracking. - Users value the **comprehensive features** of Fiverr Workspace, seamlessly integrating proposals, contracts, invoicing, and more. - Users value the **all-in-one solution** of Fiverr Workspace, combining contracts, invoicing, and timekeeping seamlessly. - Users value the **all-in-one document management** capabilities of Fiverr Workspace, enhancing efficiency and organization. - Users appreciate the **all-in-one functionality** of Fiverr Workspace, which simplifies management of proposals and invoicing. **Cons:** - Users have noted significant **delays in support response** and unresolved issues, impacting their overall satisfaction with Fiverr Workspace. - Users express frustration with **email support issues** that delay resolution and hinder timely assistance with problems. - Users are frustrated by the **lack of communication features** in Fiverr Workspace, impacting support and response times. - Users note a **lack of new features** in Fiverr Workspace, indicating stagnation since the acquisition of And.co. - Users lament the **lack of new features** in Fiverr Workspace, highlighting a decline in product quality since the acquisition. #### What Are Recent G2 Reviews of Fiverr Workspace? **"[I use this for everything!](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353)"** **Rating:** 5.0/5.0 stars *— Kayla S.* [Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4055353) --- **"[AND.CO is an all-in-one essential for business owners!](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365)"** **Rating:** 4.5/5.0 stars *— Verified User in Design* [Read full review](https://www.g2.com/survey_responses/fiverr-workspace-review-4844365) --- #### What Are G2 Users Discussing About Fiverr Workspace? - [What is Fiverr Workspace used for?](https://www.g2.com/discussions/what-is-fiverr-workspace-used-for) ### 12. [Tango Agreements](https://www.g2.com/products/tango-agreements/reviews) Tango automates the contract and payment workflow for fractional executives and small-medium professional services businesses. By bringing the scope, contract, and payment onto a single interactive page, customers spend less time in disputes and following up on payments, giving them back 40% of their time per year. While platforms like Shopify cater to e-commerce stores, professional services businesses have lacked a streamlined solution that allows them to provide their clients with a checkout experience that is not only professional, but also compliant (e.g. IR35, PSI). Tango Agreements makes your professional services business more profitable, scalable and compliant. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Tango Agreements?** - **Ease of Use:** 9.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.2/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Tango Agreements?** - **Seller:** [Tango Agreements](https://www.g2.com/sellers/tango-agreements) - **Year Founded:** 2022 - **HQ Location:** Burleigh Heads, AU - **LinkedIn® Page:** https://www.linkedin.com/company/tangoagreements/about/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Tango Agreements? **"[Proposals / Contracts made quick & EASY](https://www.g2.com/survey_responses/tango-agreements-review-9828424)"** **Rating:** 5.0/5.0 stars *— Shev W.* [Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9828424) --- **"[100% closed contract rate with an accelerated sales cycle!](https://www.g2.com/survey_responses/tango-agreements-review-9914666)"** **Rating:** 5.0/5.0 stars *— Adam D.* [Read full review](https://www.g2.com/survey_responses/tango-agreements-review-9914666) --- ### 13. [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews) Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing. **Average Rating:** 4.3/5.0 **Total Reviews:** 50 **How Do G2 Users Rate Tacton CPQ?** - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Tacton CPQ?** - **Seller:** [Tacton](https://www.g2.com/sellers/tacton) - **Year Founded:** 1998 - **HQ Location:** Stockholm, Sweden - **Twitter:** @TactonSystems (1,180 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/43155/ (246 employees on LinkedIn®) - **Phone:** +46 (0) 8 690 07 50 **Who Uses This Product?** - **Top Industries:** Mechanical or Industrial Engineering, Industrial Automation - **Company Size:** 63% Enterprise, 19% Small-Business #### What Are Tacton CPQ's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Integrations (1 reviews) - Flexibility (1 reviews) - Implementation Ease (1 reviews) - Integrations (1 reviews) **Cons:** - Dependency Issues (1 reviews) - Expensive (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Poor Interface Design (1 reviews) ### What Do G2 Reviewers Say About Tacton CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Tacton CPQ, enhancing smart configurations and quick quoting processes. - Users value the **easy integrations** of Tacton CPQ, which streamline processes and enhance efficiency in configurations. - Users praise the **flexibility** of Tacton CPQ, benefiting from its versatile omni-channel capabilities and native visualization tools. - Users value the **implementation ease** of Tacton CPQ, highlighting its seamless integration and user-friendly features. - UsersValue the **seamless integrations** of Tacton CPQ, enhancing efficiency and streamlining their sales processes. **Cons:** - Users experience **dependency issues** with Tacton CPQ, leading to challenges in configuration and customization flexibility. - Users find the setup of Tacton CPQ **expensive** , which can be a barrier to effective implementation and use. - Users face a **steep learning curve** , making initial setup and customization challenging and time-consuming. - Users experience significant challenges due to the **limited customization** options in Tacton CPQ, affecting their usability. - Users find the **poor interface design** of Tacton CPQ unappealing, hindering overall usability and satisfaction. #### What Are Recent G2 Reviews of Tacton CPQ? **"[Tacton CPQ](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)"** **Rating:** 5.0/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-10552357) --- **"[CPQ determines the right product to deliver based on customer needs to solve a problem.](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)"** **Rating:** 4.5/5.0 stars *— Verified User in Food Production* [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-9894241) --- #### What Are G2 Users Discussing About Tacton CPQ? - [What is CPQ in manufacturing?](https://www.g2.com/discussions/what-is-cpq-in-manufacturing) - [What does CPQ mean?](https://www.g2.com/discussions/what-does-cpq-mean) - [What is Tacton CPQ?](https://www.g2.com/discussions/what-is-tacton-cpq) - 1 comment ### 14. [VisibleThread](https://www.g2.com/products/visiblethread/reviews) VisibleThread is a full-lifecycle RFP platform designed to support every stage of the bid and contract process - before, during, and after submission. It fits into existing workflows across sales, capture, proposal, and contracts teams, supporting organizations of all sizes without forcing process change. Manual, repetitive work is replaced with intelligence and automation, helping teams move faster while maintaining control, consistency, and quality across complex documents. All insights in VisibleThread are grounded in evidence and fully traceable back to source content. The platform creates a clear, visible thread between AI-powered outputs and the original documents they come from enabling confident decision-making, defensible compliance, and reliable analysis. From opportunity qualification and document comparison to risk identification and quality checks, teams gain actionable insights without relying on black-box AI or manual interpretation. Security is built in, not bolted on. VisibleThread is trusted with highly sensitive, mission-critical content and supports multiple deployment options including private cloud and on-premise to meet a wide range of security and governance requirements. The result is a single, secure platform that improves speed, quality, collaboration, and outcomes, while reducing risk and enabling teams to win more business with confidence. **Average Rating:** 4.3/5.0 **Total Reviews:** 14 **How Do G2 Users Rate VisibleThread?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.3/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.5/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10) **Who Is the Company Behind VisibleThread?** - **Seller:** [VisibleThread](https://www.g2.com/sellers/visiblethread) - **Year Founded:** 2008 - **HQ Location:** Baltimore, MD - **Twitter:** @VisibleThread (1,469 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1484691 (68 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 47% Small-Business, 47% Mid-Market #### What Are VisibleThread's Pros and Cons? **Pros:** - Efficiency (5 reviews) - Ease of Use (4 reviews) - Tracking Capabilities (3 reviews) - Upload Ease (3 reviews) - Artificial Intelligence (2 reviews) **Cons:** - Limited Customization (3 reviews) - Limited Features (3 reviews) - Not Intuitive (2 reviews) - Bug Issues (1 reviews) - Complexity (1 reviews) ### What Do G2 Reviewers Say About VisibleThread? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of VisibleThread, notably for quickly generating tailored documents and compliance matrices. - Users find VisibleThread exceptionally **user-friendly** , enabling swift document review and effective compliance metrics creation. - Users value the **excellent tracking capabilities** of VisibleThread, enhancing document compliance and simplifying proposal writing. - Users appreciate the **user-friendly documentation and quick compliance scanning** of VisibleThread, enhancing their overall efficiency. - Users find the **user-friendly documentation** of VisibleThread approachable, enhancing efficiency in document compliance and review. **Cons:** - Users find **limited customization** challenging, needing more options for tailored searches and multi-language support. - Users find **limited features** in VisibleThread, particularly lacking options for ignored words and language support. - Users find the **navigation and terminology not intuitive** , leading to a challenging learning curve with VisibleThread. - Users report experiencing **bug issues** with the software not recognizing paragraphs correctly, leading to multiple rows being generated. - Users report a **steep learning curve** with VisibleThread, making initial navigation and understanding time-consuming. #### What Are Recent G2 Reviews of VisibleThread? **"[Streamline Proposal Management Tasks](https://www.g2.com/survey_responses/visiblethread-review-12037382)"** **Rating:** 5.0/5.0 stars *— Luis F.* [Read full review](https://www.g2.com/survey_responses/visiblethread-review-12037382) --- **"[Intelligent, Customer-Driven Evolution That Keeps Getting Better](https://www.g2.com/survey_responses/visiblethread-review-12984220)"** **Rating:** 4.0/5.0 stars *— Anatalia M.* [Read full review](https://www.g2.com/survey_responses/visiblethread-review-12984220) --- #### What Are G2 Users Discussing About VisibleThread? - [What is VT Docs used for?](https://www.g2.com/discussions/what-is-vt-docs-used-for) ### 15. [Pricefx](https://www.g2.com/products/pricefx/reviews) Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts. **Average Rating:** 4.4/5.0 **Total Reviews:** 131 **How Do G2 Users Rate Pricefx?** - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.1/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Pricefx?** - **Seller:** [Pricefx](https://www.g2.com/sellers/pricefx) - **Company Website:** https://www.pricefx.com - **Year Founded:** 2011 - **HQ Location:** Prague, Czech Republic - **Twitter:** @Price_fx (4,767 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/price-f-x-/ (377 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Pricing Manager - **Top Industries:** Automotive, Building Materials - **Company Size:** 61% Enterprise, 22% Mid-Market #### What Are Pricefx's Pros and Cons? **Pros:** - Flexibility (8 reviews) - Ease of Use (6 reviews) - Efficiency (6 reviews) - Customization (5 reviews) - Implementation Ease (5 reviews) **Cons:** - Complex Implementation (3 reviews) - Difficult Learning Process (3 reviews) - Feature Usability (3 reviews) - Learning Curve (3 reviews) - Support Dependency (3 reviews) ### What Do G2 Reviewers Say About Pricefx? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexibility** of Pricefx, enabling customization and integration with existing systems to meet unique business needs. - Users find Pricefx's platform to be **intuitive and user-friendly** , simplifying complex pricing management tasks effectively. - Users appreciate the **efficient price management** of Pricefx, significantly simplifying their pricing strategies and execution. - Users value the **customization capabilities** of Pricefx, enabling tailored solutions for their unique business requirements. - Users value the **intuitive and quick implementation** of Pricefx, enhancing overall efficiency in pricing processes. **Cons:** - Users face a **complex implementation** process that can be time-consuming and requires support for advanced configurations. - Users face a **difficult learning process** with Pricefx, particularly during initial setup and advanced configurations. - Users find the **feature usability** of Pricefx challenging at times, with navigation issues complicating their experience. - Users note a **steep learning curve** for new users, making initial setup and configuration challenging and time-consuming. - Users note a **support dependency** for advanced configurations and ongoing maintenance can hinder their overall experience. #### What Are Recent G2 Reviews of Pricefx? **"[End-to-End Pricing Journey in the Cloud with Scalable Architecture](https://www.g2.com/survey_responses/pricefx-review-12942922)"** **Rating:** 4.5/5.0 stars *— Suyash A.* [Read full review](https://www.g2.com/survey_responses/pricefx-review-12942922) --- **"[Transformational Pricing Software with Seamless Integration](https://www.g2.com/survey_responses/pricefx-review-12495555)"** **Rating:** 4.5/5.0 stars *— vikas k.* [Read full review](https://www.g2.com/survey_responses/pricefx-review-12495555) --- #### What Are G2 Users Discussing About Pricefx? - [What is your experience with Pricefx for dynamic pricing, and how has it impacted your business strategy?](https://www.g2.com/discussions/what-is-your-experience-with-pricefx-for-dynamic-pricing-and-how-has-it-impacted-your-business-strategy) - [What is price Optimising system?](https://www.g2.com/discussions/what-is-price-optimising-system) - [What is software pricing?](https://www.g2.com/discussions/pricefx-what-is-software-pricing) - [When was Pricefx founded?](https://www.g2.com/discussions/when-was-pricefx-founded) ### 16. [Talewind](https://www.g2.com/products/talewind/reviews) Talewind is a fully managed proposal automation platform designed to assist sales and marketing teams in creating, managing, and delivering effective proposals. This innovative solution caters specifically to modern revenue organizations, integrating robust proposal software with expert support to streamline workflows, maintain brand consistency, and enhance the speed of responses to Requests for Proposals (RFPs). The platform is tailored for a diverse audience, including sales professionals, marketing teams, and business development units across various industries. Talewind provides a centralized and user-friendly interface that enables users to build, manage, and deliver proposals, pitch decks, and contracts in just minutes. A standout feature is the built-in content library, which allows teams to store their best answers, templates, and visuals in an organized manner. This accessibility ensures that users can quickly assemble accurate and professional proposals without the need to start from scratch each time, thereby increasing efficiency. A key differentiator of Talewind is its fully managed service model. Unlike traditional software solutions that require users to handle all aspects of proposal creation and management, Talewind takes on the heavy lifting. From onboarding and content setup to ongoing optimization, Talewind's experts collaborate with teams to establish a scalable and repeatable proposal process. This hands-on approach significantly reduces proposal turnaround times, with customers often experiencing up to an 80% decrease, while also minimizing manual errors in documentation. Additionally, Talewind features integrated Digital Sales Rooms, also known as Showrooms, which enhance the proposal experience. These interactive buyer hubs allow sales teams to share all deal-related content in one location, enabling real-time engagement tracking, identification of key stakeholders, and acceleration of deal velocity. Furthermore, seamless integrations with popular Customer Relationship Management (CRM) systems like Salesforce and HubSpot ensure that every proposal is directly linked to the sales process, enhancing overall efficiency and effectiveness. Talewind equips organizations with the automation, visibility, and expert support necessary to scale their proposal operations confidently. By simplifying the proposal process, it empowers teams to focus on strategic initiatives that drive revenue growth, making it a valuable asset for any organization looking to improve its proposal management capabilities. **Average Rating:** 4.7/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Talewind?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.7/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.1/10 (Category avg: 8.8/10) **Who Is the Company Behind Talewind?** - **Seller:** [Talewind](https://www.g2.com/sellers/talewind) - **Company Website:** https://talewind.com - **Year Founded:** 2020 - **HQ Location:** Temecula, US - **LinkedIn® Page:** https://www.linkedin.com/company/talewind-technologies-inc/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Mid-Market, 8% Enterprise #### What Are Talewind's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Customer Support (4 reviews) - Easy Creation (4 reviews) - Efficiency (4 reviews) - Presentation Quality (4 reviews) **Cons:** - Complexity (3 reviews) - Editing Difficulties (3 reviews) - Missing Features (2 reviews) - Auto-Saving Issues (1 reviews) - Copy-Paste Issues (1 reviews) ### What Do G2 Reviewers Say About Talewind? *AI-generated summary from verified user reviews* **Pros:** - Users find Talewind's **ease of use** enhances their experience, simplifying document creation and integration processes. - Users praise the **outstanding customer support** of Talewind for being responsive and addressing questions effectively. - Users love the **easy creation** of proposals with Talewind, streamlining workflow and enhancing team collaboration. - Users appreciate the **efficiency** of Talewind, streamlining proposal creation and enhancing overall team productivity. - Users value the **presentation quality** of Talewind, enhancing their professional image with polished documentation and proposals. **Cons:** - Users find the **complexity** of Talewind frustrating, particularly with its multi-step approval and cumbersome editing processes. - Users find editing features to be **cumbersome and inflexible** , complicating document creation and proposal management. - Users desire the addition of **missing features** like AI assistance and auto-save to enhance the proposal creation process. - Users express frustration over **auto-saving issues** , wishing for more reliable proposal creation without losing progress. - Users find **copy-paste issues** frustrating, especially with the lack of AI support for improving text directly within Talewind. #### What Are Recent G2 Reviews of Talewind? **"[Talewind - Great Proposal Software](https://www.g2.com/survey_responses/talewind-review-11885027)"** **Rating:** 4.5/5.0 stars *— Mike R.* [Read full review](https://www.g2.com/survey_responses/talewind-review-11885027) --- **"[Fast Proposal Generation](https://www.g2.com/survey_responses/talewind-review-11892480)"** **Rating:** 5.0/5.0 stars *— Carlos M.* [Read full review](https://www.g2.com/survey_responses/talewind-review-11892480) --- ### 17. [Ideagen Please Review](https://www.g2.com/products/ideagen-please-review/reviews) Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down your document review timescales by 65% using Ideagen PleaseReview, giving you more time to work on the things that matter. Cut review costs by 35% by reducing the amount of time spent on them. Wherever you are working, and whether you’re collaborating with colleagues or third parties, Ideagen PleaseReview provides a secure, controlled environment for real-time document review, co-authoring and redaction that handles Word, PDF, PowerPoint, Excel and more. So, you can protect sensitive information and focus on delivering high-quality documents. Ideagen PleaseReview supports teams of 2 to 200+ reviewers simultaneously, enabling fully auditable real-time document collaboration. Integration with Veeva Vault, Intelinotion and other leading quality management and quality control solutions and users can generate audit reports with one click, ensuring transparency and traceability. We offer advanced redaction complying with EMA Policy 70 for managing and processing document redactions. **Average Rating:** 4.3/5.0 **Total Reviews:** 76 **How Do G2 Users Rate Ideagen Please Review?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Ideagen Please Review?** - **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen) - **Company Website:** https://www.ideagen.com/ - **Year Founded:** 2000 - **HQ Location:** Ruddington, Nottingham - **Twitter:** @Ideagen_ (2,172 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2280940 (1,386 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Pharmaceuticals, Biotechnology - **Company Size:** 43% Mid-Market, 31% Enterprise #### What Are Ideagen Please Review's Pros and Cons? **Pros:** - Collaboration (9 reviews) - Team Collaboration (8 reviews) - Ease of Use (6 reviews) - Customization (3 reviews) - Document Management (3 reviews) **Cons:** - Difficulty (3 reviews) - Editing Issues (3 reviews) - Missing Features (3 reviews) - Feature Usability (2 reviews) - Formatting Issues (2 reviews) ### What Do G2 Reviewers Say About Ideagen Please Review? *AI-generated summary from verified user reviews* **Pros:** - Users value the **collaborative review feature** of Please Review, enhancing teamwork across various departments seamlessly. - Users appreciate the **collaborative review feature** of Please Review, enhancing teamwork across various departments. - Users find **Ideagen Please Review** very intuitive and user-friendly, making document review and collaboration a breeze. - Users love the **customization** options of Ideagen Please Review, finding it user-friendly and seamlessly integrated. - Users value the **intuitive document management** of Ideagen Please Review, facilitating easy collaboration and real-time updates. **Cons:** - Users find the software **difficult to use** , struggling with formatting changes and navigating extensive comments. - Users face **editing issues** that hinder document customization and complicate navigation, affecting overall usability and effectiveness. - Users find the **missing features** in Ideagen Please Review limit customization and hinder effective collaboration. - Users report **difficult usability** with Ideagen Please Review, often requiring additional training and support to navigate effectively. - Users face **formatting issues** in PleaseReview, making it challenging to edit documents and manage comments effectively. #### What Are Recent G2 Reviews of Ideagen Please Review? **"[Validation of PleaseReview for Veeva vault integration for a client](https://www.g2.com/survey_responses/ideagen-please-review-review-11523892)"** **Rating:** 4.5/5.0 stars *— Verified User in Pharmaceuticals* [Read full review](https://www.g2.com/survey_responses/ideagen-please-review-review-11523892) --- **"[Simplifying Review Workflows](https://www.g2.com/survey_responses/ideagen-please-review-review-9508385)"** **Rating:** 5.0/5.0 stars *— Verified User in Pharmaceuticals* [Read full review](https://www.g2.com/survey_responses/ideagen-please-review-review-9508385) --- ### 18. [Revolear](https://www.g2.com/products/revolear/reviews) Revolear is an AI-powered Digital Sales Room platform that helps B2B companies automate sales processes and close deals faster. Designed for SaaS, data services, managed services, and professional services, Revolear replaces manual sales tasks with AI-driven automation. Businesses use it to engage prospects, generate proposals, and manage complex deal negotiations efficiently. Who is Revolear for? Revolear is built for B2B companies with complex sales cycles, custom pricing structures, and high-touch deal processes. It is ideal for organizations that want to: • Automate proposal creation, deal structuring, and contract management • Enable self-service B2B sales for smaller deals • Accelerate contract renewals and long-cycle deal nurturing • Improve pricing strategies and contract negotiations with AI-powered automation How Revolear Works Revolear leverages artificial intelligence for sales automation, streamlining the B2B sales cycle with three core AI-driven tools: • DealScript AI – Uses customer inputs to generate accurate, customized proposals and pricing quotes instantly. • DealCraft AI – Provides a no-code platform for structuring complex deals, including pricing, terms, and contract clauses. • AI DealSpace – Creates Digital Sales Rooms where buyers explore solutions, collaborate on proposals, and finalize deals with minimal sales intervention. Key Benefits of Revolear • Multiply Sales Capacity – AI sales agents handle small, specialized, and long-tail deals, freeing up human sales teams. • Reduce Sales Costs – Automates manual sales tasks, reducing the need for additional support staff. • Accelerate Deal Cycles – AI-driven engagement helps customers move through the B2B sales funnel faster. • Enhance the B2B Buying Experience – Buyers interact with a structured, self-guided digital environment that improves conversion rates. • Seamless CRM Integration – Works with Salesforce, HubSpot, and third-party apps via API and Zapier. By digitizing B2B sales and automating deal execution, Revolear helps companies scale revenue, close deals faster, and optimize sales efficiency with AI-powered sales automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Revolear?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.0/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.0/10 (Category avg: 8.8/10) **Who Is the Company Behind Revolear?** - **Seller:** [Revolear](https://www.g2.com/sellers/revolear) - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/revolear (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 82% Mid-Market, 18% Small-Business #### What Are Revolear's Pros and Cons? **Pros:** - Customization (8 reviews) - Efficiency (8 reviews) - Time-saving (8 reviews) - Flexibility (7 reviews) - Customizability (6 reviews) **Cons:** - Feature Usability (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) - Signature Issues (1 reviews) ### What Do G2 Reviewers Say About Revolear? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization options** in Revolear, enabling tailored proposals that meet unique client needs efficiently. - Users value the **efficiency** of Revolear, enhancing sales management and streamlining proposal processes effectively. - Users value the **time-saving features** of Revolear, which streamline quotations and proposals, enhancing efficiency and professionalism. - Users value the **flexibility** of Revolear, enabling tailored proposals that meet unique client needs efficiently. - Users value the **customizability** of Revolear, enhancing collaborative proposal development tailored to each client's needs. **Cons:** - Users note **missing key features** in Revolear, but appreciate the company’s responsiveness to customer needs. - Users found **limited customization** in Revolear's Microsoft Word output, requiring effort to achieve desired formatting. - Users note some **missing features** in Revolear, though the company is responsive and eager to address them. - Users find the **eSignature UI challenging** , making the transition from previous tools difficult and time-consuming. #### What Are Recent G2 Reviews of Revolear? **"[Managing and simplifying our proposal and signature process.](https://www.g2.com/survey_responses/revolear-review-10882388)"** **Rating:** 4.5/5.0 stars *— Michael K.* [Read full review](https://www.g2.com/survey_responses/revolear-review-10882388) --- **"[Agreements, project pricing & HubSpot integration – and the UX is awesome too!](https://www.g2.com/survey_responses/revolear-review-10873094)"** **Rating:** 5.0/5.0 stars *— Denizio D.* [Read full review](https://www.g2.com/survey_responses/revolear-review-10873094) --- ### 19. [SmartDocs](https://www.g2.com/products/smartdocs/reviews) Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **How Do G2 Users Rate SmartDocs?** - **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:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.8/10 (Category avg: 8.8/10) **Who Is the Company Behind SmartDocs?** - **Seller:** [ThirtySix Software](https://www.g2.com/sellers/thirtysix-software) - **Year Founded:** 2009 - **HQ Location:** Rochester, NY - **Twitter:** @36software (354 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1162882/ (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 53% Small-Business, 27% Enterprise #### What Are Recent G2 Reviews of SmartDocs? **"[The easy generation and processing of multi-purpose doc files.](https://www.g2.com/survey_responses/smartdocs-review-4164120)"** **Rating:** 5.0/5.0 stars *— Alison J.* [Read full review](https://www.g2.com/survey_responses/smartdocs-review-4164120) --- **"[Documents made easier](https://www.g2.com/survey_responses/smartdocs-review-4570374)"** **Rating:** 5.0/5.0 stars *— Dillon C.* [Read full review](https://www.g2.com/survey_responses/smartdocs-review-4570374) --- #### What Are G2 Users Discussing About SmartDocs? - [What is SmartDocs used for?](https://www.g2.com/discussions/what-is-smartdocs-used-for) ### 20. [Ideagen Collaboration Portal](https://www.g2.com/products/ideagen-collaboration-portal/reviews) Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared. **Average Rating:** 4.2/5.0 **Total Reviews:** 139 **How Do G2 Users Rate Ideagen Collaboration Portal?** - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 8.8/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 6.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Ideagen Collaboration Portal?** - **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen) - **Year Founded:** 2000 - **HQ Location:** Ruddington, Nottingham - **Twitter:** @Ideagen_ (2,172 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2280940 (1,386 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management, Government Administration - **Company Size:** 42% Small-Business, 32% Enterprise #### What Are Ideagen Collaboration Portal's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Customer Support (3 reviews) - Easy Collaboration (3 reviews) - Easy Setup (3 reviews) - Security (3 reviews) **Cons:** - Cost Issues (2 reviews) - Difficult Learning (2 reviews) - Document (2 reviews) - Expensive (2 reviews) - Inconvenience (2 reviews) ### What Do G2 Reviewers Say About Ideagen Collaboration Portal? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Ideagen Collaboration Portal ensures seamless collaboration without the need for special training. - Users laud the **exceptional customer support** , consistently highlighting the responsiveness and effectiveness of the Ideagen team. - Users appreciate the **easy collaboration** offered by Ideagen Collaboration Portal, streamlining teamwork across diverse stakeholders. - Users find the **easy setup** of Ideagen Collaboration Portal enhances collaborative efforts across diverse stakeholders. - Users appreciate the **solid security features** of Ideagen Collaboration Portal, ensuring the safety of sensitive information. **Cons:** - Users express concerns about **high cancellation fees** and poor support after years of loyalty to Ideagen Collaboration Portal. - Users note a **difficult learning curve** , especially for those unfamiliar with technology, impacting overall usability. - Users face **frequent editing issues** in documents, leading to frustrations and functionality limitations within the Ideagen Collaboration Portal. - Users find the Ideagen Collaboration Portal **expensive** for its lack of basic features and poor customer support. - Users face **inconvenience** with frequent re-logins and limited flexibility in workflows on the Ideagen Collaboration Portal. #### What Are Recent G2 Reviews of Ideagen Collaboration Portal? **"[Great Collaboration Workspace for Sharing Documents and Planning Projects](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)"** **Rating:** 4.5/5.0 stars *— Carine P.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336) --- **"[Excellent for managing project documentation and its storage](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)"** **Rating:** 4.5/5.0 stars *— María de Lourdes R.* [Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763) --- #### What Are G2 Users Discussing About Ideagen Collaboration Portal? - [How much does huddle cost?](https://www.g2.com/discussions/how-much-does-huddle-cost) - [What is team huddle?](https://www.g2.com/discussions/what-is-team-huddle) - [How do you use the Huddle app?](https://www.g2.com/discussions/how-do-you-use-the-huddle-app) - [What is Huddle app?](https://www.g2.com/discussions/what-is-huddle-app) ### 21. [Revv](https://www.g2.com/products/revv-revv/reviews) Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process **Average Rating:** 4.6/5.0 **Total Reviews:** 45 **How Do G2 Users Rate Revv?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.4/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) **Who Is the Company Behind Revv?** - **Seller:** [Revv](https://www.g2.com/sellers/revv-dd605773-fc55-47ed-b216-e73abbeb26b2) - **Year Founded:** 2018 - **HQ Location:** Walnut, California - **Twitter:** @REVV (298 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14418325/ (11 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 24% Mid-Market #### What Are Recent G2 Reviews of Revv? **"[What a great product!](https://www.g2.com/survey_responses/revv-review-5180735)"** **Rating:** 5.0/5.0 stars *— Arezou Z.* [Read full review](https://www.g2.com/survey_responses/revv-review-5180735) --- **"[Review for Revv](https://www.g2.com/survey_responses/revv-review-6655282)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/revv-review-6655282) --- #### What Are G2 Users Discussing About Revv? - [What is Revv used for?](https://www.g2.com/discussions/what-is-revv-used-for) ### 22. [Bidsketch](https://www.g2.com/products/bidsketch/reviews) Web app used by freelancers, consultants, and agencies to create professional looking proposals in minutes. **Average Rating:** 3.6/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Bidsketch?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.6/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.8/10 (Category avg: 8.8/10) **Who Is the Company Behind Bidsketch?** - **Seller:** [SignWell](https://www.g2.com/sellers/signwell) - **Year Founded:** 2010 - **HQ Location:** Portland, OR - **Twitter:** @SignWellApp (300 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/signwellapp/ (17 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 73% Small-Business, 18% Mid-Market #### What Are Recent G2 Reviews of Bidsketch? **"[Great tool to create and share proposals. ](https://www.g2.com/survey_responses/bidsketch-review-2367304)"** **Rating:** 5.0/5.0 stars *— Zane A. P.* [Read full review](https://www.g2.com/survey_responses/bidsketch-review-2367304) --- **"[An Easy to Use Reasonable Price Proposal Solution!](https://www.g2.com/survey_responses/bidsketch-review-3224909)"** **Rating:** 4.0/5.0 stars *— L. P.* [Read full review](https://www.g2.com/survey_responses/bidsketch-review-3224909) --- #### What Are G2 Users Discussing About Bidsketch? - [What is Bidsketch used for?](https://www.g2.com/discussions/what-is-bidsketch-used-for) ### 23. [RevOps](https://www.g2.com/products/revops-inc-revops/reviews) RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. \*\*\*Collaborate, Price, Quote\*\*\* Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals \*\*\*"The Way a Quoting Tool Should Be"\*\*\* An agreement builder that your reps will actually use. How novel! -Built with the end-user in mind -Easy amendments = greater LTV -Flexibility with terms and SKUs \*\*\*Smarter, Faster Decision Making\*\*\* Create a scalable process with guardrails, templates, approval workflows, and more. -Customizable templates -Guardrails -Approval Workflows **Average Rating:** 4.6/5.0 **Total Reviews:** 31 **How Do G2 Users Rate RevOps?** - **Ease of Use:** 8.7/10 (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:** 9.4/10 (Category avg: 8.8/10) **Who Is the Company Behind RevOps?** - **Seller:** [RevOps](https://www.g2.com/sellers/revops) - **Year Founded:** 2018 - **HQ Location:** San Francisco, California - **Twitter:** @GoRevOps (266 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revops/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 58% Mid-Market, 39% Small-Business #### What Are RevOps's Pros and Cons? **Pros:** - Automation (1 reviews) - Connectivity (1 reviews) - Contract Management (1 reviews) - CRM Integration (1 reviews) - Customer Relationship Management (1 reviews) **Cons:** - Bug Issues (1 reviews) - Downtime Issues (1 reviews) - Inadequate AI Performance (1 reviews) - Insufficient Analytics (1 reviews) - Limited Features (1 reviews) ### What Do G2 Reviewers Say About RevOps? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation features** of RevOps, significantly enhancing efficiency and accuracy in their order management process. - Users love the **seamless connectivity** of RevOps, which streamlines processes and ensures data accuracy across systems. - Users appreciate the **streamlined contract management** in RevOps, elevating efficiency and trust in the order process. - Users commend the **seamless CRM integration** in RevOps, simplifying and trusting their quote-to-cash processes significantly. - Users appreciate the **streamlined QTC process** of RevOps, benefiting from trusted automation and ease of use. **Cons:** - Users report **severe bug issues** hindering sales and support, significantly degrading the overall experience with RevOps. - Users are frustrated with **downtime issues** and poor support after the Maxio acquisition, affecting their productivity significantly. - Users are frustrated with the **inadequate AI performance** leading to unresolved issues and poor support response times. - Users desire **insufficient analytics** in RevOps, seeking better customization and detailed reporting features for efficiency. - Users desire **more flexible templates and enhanced reporting** capabilities for better customization and insights. #### What Are Recent G2 Reviews of RevOps? **"[Seamless Data Sync to HubSpot](https://www.g2.com/survey_responses/revops-review-12595200)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/revops-review-12595200) --- **"[Easy to use CPQ for busy reps](https://www.g2.com/survey_responses/revops-review-10491681)"** **Rating:** 4.5/5.0 stars *— Verified User in Public Safety* [Read full review](https://www.g2.com/survey_responses/revops-review-10491681) --- ### 24. [Proposable](https://www.g2.com/products/proposable/reviews) Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process. **Average Rating:** 4.2/5.0 **Total Reviews:** 74 **How Do G2 Users Rate Proposable?** - **Ease of Use:** 8.5/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Proposable?** - **Seller:** [Proposable](https://www.g2.com/sellers/proposable) - **Year Founded:** 2009 - **HQ Location:** Bloomington, IN - **Twitter:** @Proposable (1,704 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3353595/ (1 employees on LinkedIn®) - **Phone:** 1-888-901-7970 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 55% Small-Business, 35% Mid-Market #### What Are Proposable's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Navigation Ease (1 reviews) **Cons:** - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Proposable? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Proposable, finding it simple to navigate and learn quickly. - Users value the **navigation ease** of Proposable, finding it simple to use and learn quickly. **Cons:** - Users report **slow performance** of Proposable, frequently facing downtimes that hinder timely completion of tasks. - Users are frustrated with Proposable's **frequent downtime and lack of updates** , which hinder timely usage and improvements. #### What Are Recent G2 Reviews of Proposable? **"["A real excellent program pertaining to business expansion](https://www.g2.com/survey_responses/proposable-review-3568872)"** **Rating:** 4.0/5.0 stars *— NANDANI S.* [Read full review](https://www.g2.com/survey_responses/proposable-review-3568872) --- **"[Best of the Best](https://www.g2.com/survey_responses/proposable-review-2056644)"** **Rating:** 5.0/5.0 stars *— Grant G.* [Read full review](https://www.g2.com/survey_responses/proposable-review-2056644) --- ### 25. [ResponsiBid](https://www.g2.com/products/responsibid/reviews) It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid allows you to quickly build proposals in any service field, particularly carpet cleaning, window cleaning, pressure washing, window tinting, and solar panel cleaning... but the custom items area will allow you to build a proposal for anything you can imagine. ResponsiBid then automates the follow-up and aggregates the data so that you know where you are getting the best leads and customers. Some of our features include: - Proposal total customization - Price floors for certain geographic and/or building sizes - Automatic trip charge inclusion - "Call screen" inputting of callers allows you to either give anonymous bids, quickly find existing customers, or start a bid to be finished later - Pricing adjustment in any conceivable way - Commercial or residential bids - Full reporting on all quotes over time periods - Automated follow-up or follow-up reminders to admin users to make phone call follow-ups - Website integration for leads to get instant quotes-- or to begin a quote - Block competitors from getting quotes on the website - CRM integration allows your quotes to generate prospect profiles in your customer management software - A bidding hub that puts all prospects into an actionable sequence **Average Rating:** 4.2/5.0 **Total Reviews:** 11 **How Do G2 Users Rate ResponsiBid?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 10.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind ResponsiBid?** - **Seller:** [Symphosize](https://www.g2.com/sellers/symphosize) - **Year Founded:** 2008 - **HQ Location:** N/A - **Twitter:** @Symphosize (132 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/symphosize/about (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 82% Small-Business, 9% Mid-Market #### What Are ResponsiBid's Pros and Cons? **Pros:** - Client Management (1 reviews) - Communication (1 reviews) **Cons:** - Bug Issues (1 reviews) - Data Management Issues (1 reviews) ### What Do G2 Reviewers Say About ResponsiBid? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective client communication** via emails and texts, enhancing customer relationships with ResponsiBid. - Users value the **effective communication** of ResponsiBid, enhancing customer engagement through emails and text messages. **Cons:** - Users often face **bug issues** with job scheduling, leading to mismanagement of calendar events. - Users experience challenges with **calendar job prioritization** , leading to potential oversight of important tasks. #### What Are Recent G2 Reviews of ResponsiBid? **"[Great software for automated sales](https://www.g2.com/survey_responses/responsibid-review-4315002)"** **Rating:** 5.0/5.0 stars *— John C.* [Read full review](https://www.g2.com/survey_responses/responsibid-review-4315002) --- **"[The software can help me track and win more jobs](https://www.g2.com/survey_responses/responsibid-review-8406168)"** **Rating:** 5.0/5.0 stars *— Tyler W.* [Read full review](https://www.g2.com/survey_responses/responsibid-review-8406168) --- #### What Are G2 Users Discussing About ResponsiBid? - [What is ResponsiBid used for?](https://www.g2.com/discussions/what-is-responsibid-used-for) - 1 comment ## What Is Proposal Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Proposal Software? - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) - [E-Signature Software](https://www.g2.com/categories/e-signature) - [Document Generation Software](https://www.g2.com/categories/document-generation) - [RFP Software](https://www.g2.com/categories/rfp) - [AI Proposal Generator Tools Software](https://www.g2.com/categories/ai-proposal-generator-tools) --- ## How Do You Choose the Right Proposal Software? ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route.