Document template creation process is very easy. It was easy to implement and the user experience has been very positive after receiving Talewind training. Customer Support is outstanding - very responsive and on-point in making changes or answering questions. Good integration with Salesforce. We also now have an excellent repository content for RFP / RFI responses. The Showroom concept for document creation and sharing with customers is different but has some excellent functionality once it's understood by all. Review collected by and hosted on G2.com.

We primarily use Talewind to create Proposal / Statements of Work. The biggest challenge we've experienced is using the e-Sign feature to share the document with a customer. Proposed changes to a document have to be highlighted and then commented, versus traditional MS Word editing with track changes on, or "redlining" a PDF document. If a client expresses concern about this feature we simply export the Talewind document as a Word or PDF and send via email. Review collected by and hosted on G2.com.

I appreciate how quickly you can generate a proposal, which makes the process very efficient. I also like that you can pause your work at any point and return later to continue exactly where you left off. Review collected by and hosted on G2.com.

I wish the program included an AI feature that could help refine wording directly within the platform. Often, I have to review proposals or agreements to ensure they are well written, and if they aren't, I end up copying the text into ChatGPT for improvement. Additionally, the right-click function on the mouse does not work for pasting into a draft, which makes the process less convenient. Review collected by and hosted on G2.com.

I like that it makes proposals feel simple. I open a template, most of the heavy lifting is already done, and I just tailor the details. Reviews reach the right people without me chasing anyone, version history stays clean, and I can see status in one place. We turn drafts around faster and the team is calmer doing the work. Review collected by and hosted on G2.com.

I don’t have real complaints. The only bump was week one while we cleaned up old content and agreed on templates. After that it clicked. If I had a wish list, I’d want a few more prebuilt examples for complex approvals and a light AI nudge for wording inside the editor. Review collected by and hosted on G2.com.

Since implementing Talewind, we have standardized both our pricing and deal review processes, resulting in a clear improvement in overall and projected profitability. Our pricing structure is now more streamlined, which enables us to forecast margins with greater accuracy and customize customer incentives according to specific sales volumes.

The enhanced review process has also ensured that we fulfill our commitments without overextending our resources or overspending on incentives. Although it is challenging to pinpoint the exact dollar amount saved, it is evident that the tool has played a significant role in boosting profitability compared to our previous, less structured approach that lacked formal oversight and approvals.

Another advantage we have noticed is an increased understanding of how certain services and incentives affect our resources. This awareness has allowed us to allocate resources more effectively, directing them to areas where they can generate the most value. Review collected by and hosted on G2.com.

There really isn’t any downside to using Talewind. Support is consistently available, and the team remains accessible whenever I need assistance. I’m aware that they are developing additional analytics and AI features, and I’m looking forward to trying out these new tools. Review collected by and hosted on G2.com.

Talewind has streamlined our proposal generation process and also made them look much cleaner. This tool has greatly improved our professional image to customers and prospects. Review collected by and hosted on G2.com.

They are a newer company so still ironing out some kinks. Review collected by and hosted on G2.com.

Talewind provides policy control while increasing user velocity for our proposal and agreement processes. The development team has been great to work with. They are very responsive and help us work through challenges as they come up. Review collected by and hosted on G2.com.

Implementing Talewind forced us to define our processes and proposal documents. The flexibility of the solution can create challenges with scope creep. Review collected by and hosted on G2.com.

the overall package is very professional and polished Review collected by and hosted on G2.com.

the editing features can be a bit cumbersome and making small changes sometimes mean the whole doc has to be resubmitted even if it isn't pricing changes Review collected by and hosted on G2.com.

The presentations of proposals are professional and a good way to standardize proposals within our organization. Review collected by and hosted on G2.com.

I do not like the multi-step approval process, but something that was most likely agreed upon by my management. Review collected by and hosted on G2.com.

The presentation and appearance of the documentation. Review collected by and hosted on G2.com.

I am still working through getting used to the application 100% - so still working through all of the functionality. It is not a dislike, but it can be challenging when we bring on new customers and need to quote but do not always have sufficient end user information like an email. I am working on this on my end as well in supporting the reps. It is not fully on Talewind to fix but rather a training issue. :) Review collected by and hosted on G2.com.

It's easy to use. Any changes that I have needed have been handled quickly with good follow through to understand my needs. Review collected by and hosted on G2.com.

I wish it auto saved while I am creating a proposal. Review collected by and hosted on G2.com.