# Best Enterprise Proposal Software ## How Many Proposal Software Products Does G2 Track? **Total Products under this Category:** 293 ### Category Stats (Aug 2026) - **Average Rating:** 4.5/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Proposal Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 22,600+ Authentic Reviews - 293+ 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. ## 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=21326&focus%5B%5D=284&focus%5B%5D=4887&focus%5B%5D=1330543&focus%5B%5D=274&focus%5B%5D=15159&focus%5B%5D=16016&focus%5B%5D=4036) Highlighted products: Responsive, formerly RFPIO, Oracle CPQ, Loopio, AutogenAI, Conga Composer, Conga CLM, GetAccept, and PandaDoc. Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=oracle-cpq&focus%5B%5D=loopio&focus%5B%5D=autogenai&focus%5B%5D=conga-composer&focus%5B%5D=conga-conga-clm&focus%5B%5D=getaccept&focus%5B%5D=pandadoc&segment=enterprise) **Sponsored** ### RocketDocs At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=57&secure%5Bchosen_at%5D=2026-08-03T04%3A57%3A56Z&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=6311&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Fupland-qvidian%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fproposal%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=49e386ebf8984f76bffbf07c718aecb781225ccdbf75c0d834b9a1511fb3dd3b&secure%5Burl%5D=https%3A%2F%2Frocketdocs.com%2Flp%2Fbook-demo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2-clicks%26utm_content%3Dtopic-proposal&secure%5Burl_type%5D=custom_url) ### [Responsive, formerly RFPIO](https://www.g2.com/pt/products/responsive-formerly-rfpio/reviews) A Responsive é a líder global em software de gestão de resposta estratégica, transformando a forma como as organizações compartilham e trocam informações críticas. Nosso compromisso com a inovação de produtos e o sucesso do cliente capacita as empresas a acelerar o crescimento, mitigar riscos e melhorar a experiência dos funcionários, aproveitando tecnologias inteligentes para gerenciar rapidamente e com precisão RFPs, RFIs, questionários de segurança (VSQs), questionários de due diligence (DDQs), avaliações de risco e todos os outros pedidos de informações complexas (RFXs). Com a Responsive, as equipes de linha de frente entregam respostas superiores automatizando o preenchimento de questionários, documentos e planilhas enquanto colaboram com as partes interessadas, melhoram processos com insights de dados e acessam rapidamente conteúdo aprovado em aplicativos de negócios populares. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,300 #### How Do G2 Users Rate Responsive, formerly RFPIO? - **Facilidade de Uso:** 8.7/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.5/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.0/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.4/10 (Category avg: 8.8/10) #### Who Is the Company Behind Responsive, formerly RFPIO? - **Vendedor:** [Responsive](https://www.g2.com/pt/sellers/responsive) - **Website da Empresa:** www.responsive.io - **Ano de Fundação:** 2016 - **Localização da Sede:** Frisco, Texas - **Twitter:** @responsiveio 1,735 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=82217c41f6a5e492d82f08bf2e615eda4cafadcdbd2bcc37d9ca3f315e279e7d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fresponsiveio&secure%5Burl_type%5D=linkedin_company_website) 716 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de Propostas, Redator de Propostas - **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços - **Company Size:** 48% Medium, 39% Large #### What Do G2 Reviewers Say About Responsive, formerly RFPIO? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** do Responsive, tornando a gestão de RFI intuitiva e eficiente. - Os usuários valorizam a **interface amigável** e os recursos eficazes que simplificam os processos de resposta e aumentam a produtividade. - Os usuários valorizam a **eficiência** do Responsive, que simplifica a colaboração e acelera a entrega de respostas para RFPs. - Os usuários apreciam os **recursos que economizam tempo** do Responsive, aumentando a eficiência na gestão de projetos e reutilização de conteúdo. - Os usuários valorizam os recursos de **colaboração eficiente em equipe** do Responsive, melhorando o gerenciamento de projetos e a coordenação de respostas. ##### Cons - Os usuários observam uma **curva de aprendizado inicial acentuada** para recursos avançados, apesar da documentação de suporte e recursos úteis. - Os usuários acham a **interface do usuário não intuitiva** , especialmente para novos usuários que têm dificuldade em navegar na plataforma de forma eficiente. - Os usuários sentem falta dos **recursos ausentes** como notificações de pares de perguntas e respostas e suporte para formatos adicionais. - Os usuários acham as **funcionalidades não intuitivas** do Responsive frustrantes, complicando sua experiência de busca e navegação. - Os usuários acham a **curva de aprendizado difícil** desafiadora inicialmente, mas os recursos de suporte ajudam a facilitar o processo ao longo do tempo. #### What Are Recent G2 Reviews of Responsive, formerly RFPIO? **["Gestão de RFP sem esforço, interface limpa e simples"](https://www.g2.com/pt/survey_responses/responsive-formerly-rfpio-review-4305533)** **Rating:** 5.0/5.0 stars _— Jack P._ [Read full review](https://www.g2.com/pt/survey_responses/responsive-formerly-rfpio-review-4305533) **["Inteligência Artificial poderosa e Gestão de Documentos para melhores respostas"](https://www.g2.com/pt/survey_responses/responsive-formerly-rfpio-review-11884656)** **Rating:** 4.0/5.0 stars _— Rui D._ [Read full review](https://www.g2.com/pt/survey_responses/responsive-formerly-rfpio-review-11884656) #### What Are G2 Users Discussing About Responsive, formerly RFPIO? - [Para que é usado o RFPIO?](https://www.g2.com/pt/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/pt/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### [Loopio](https://www.g2.com/pt/products/loopio/reviews) Loopio é um software de gestão de respostas projetado para ajudar empresas de grande porte a otimizar seus processos de resposta para Solicitações de Propostas (RFPs), Solicitações de Informações (RFIs), Questionários de Segurança, Questionários de Diligência Prévia (DDQs) e outros documentos semelhantes. Esta solução inovadora utiliza tecnologia avançada de aprendizado de máquina, especificamente sua Response Intelligence™ proprietária, para aumentar a eficiência e a eficácia do processo de resposta. Ao fornecer insights e recomendações acionáveis, Loopio permite que os usuários trabalhem de forma mais inteligente, levando, em última análise, à criação de propostas mais atraentes. Loopio atende a uma ampla gama de indústrias, incluindo tecnologia, finanças, saúde e serviços profissionais. Com o Loopio, os usuários podem reduzir significativamente o tempo e o esforço gastos na elaboração de respostas, permitindo que se concentrem em iniciativas estratégicas e outras atividades empresariais críticas. Os principais recursos do Loopio incluem sua interface de usuário intuitiva, uma biblioteca de conteúdo abrangente e ferramentas de colaboração robustas. A biblioteca de conteúdo permite que os usuários armazenem e organizem respostas usadas anteriormente, facilitando a recuperação e adaptação para novas propostas. As ferramentas de colaboração permitem que os membros da equipe trabalhem juntos de forma integrada, garantindo que todas as partes interessadas possam contribuir com sua expertise e insights. Além disso, as capacidades analíticas do software fornecem métricas valiosas sobre o desempenho das respostas, ajudando as equipes a identificar áreas para melhoria e otimizar sua abordagem ao longo do tempo. Os benefícios de usar o Loopio vão além da mera economia de tempo. As organizações que implementam este software frequentemente experimentam um aumento significativo no número de respostas a RFPs concluídas, com algumas relatando até 51% de melhoria. Além disso, os usuários podem economizar até 42% do tempo gasto no processo de resposta, permitindo que alocem recursos de forma mais eficaz. Mais notavelmente, empresas que utilizam o Loopio relataram um aumento de 85% na taxa de sucesso para ganhar novos negócios, destacando o impacto do software no desempenho geral e na competitividade no mercado. Com mais de 1.700 empresas confiando no Loopio para aprimorar suas capacidades de resposta, o software se estabeleceu como uma solução confiável no campo da gestão de respostas. Ao combinar tecnologia avançada com recursos fáceis de usar, o Loopio capacita as organizações a responder mais rapidamente, melhorar a qualidade de suas submissões e, em última análise, garantir mais oportunidades de negócios. **Average Rating:** 4.6/5.0 **Total Reviews:** 804 #### How Do G2 Users Rate Loopio? - **Facilidade de Uso:** 9.1/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.6/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.0/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Loopio? - **Vendedor:** [Loopio Inc.](https://www.g2.com/pt/sellers/loopio-inc) - **Website da Empresa:** www.loopio.com - **Ano de Fundação:** 2014 - **Localização da Sede:** Toronto - **Twitter:** @loopioinc 1,664 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26e18252a27ea9b9afc218abedddfce1956cec43fe42c92afba110ae9fcf4a9e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5020707%2F&secure%5Burl_type%5D=linkedin_company_website) 301 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de Propostas, Gerente de Licitações - **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços - **Company Size:** 51% Medium, 34% Large #### What Do G2 Reviewers Say About Loopio? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** do Loopio, tornando as respostas a RFPs eficientes e a colaboração perfeita. - Os usuários apreciam o Loopio por sua **eficiência aprimorada** através de busca fácil, acesso rápido à informação e configuração sem complicações. - Os usuários valorizam o Loopio por seus **recursos que economizam tempo** , otimizando o gerenciamento de propostas e melhorando a colaboração e eficiência da equipe. - Os usuários apreciam o Loopio por seu **motor de busca fácil de usar e recursos de colaboração sem interrupções** , melhorando a eficiência e a comunicação nos projetos. - Os usuários valorizam o **design intuitivo** do Loopio, tornando a recuperação de informações e a colaboração contínuas e eficientes. ##### Cons - Os usuários observam que a **falta de recursos** como melhor mapeamento do Word e opções de pesquisa por palavras-chave limitam a eficácia do Loopio. - Os usuários enfrentam **limitações ocasionais de pesquisa** e dificuldades com a importação de respostas, impactando a usabilidade geral do Loopio. - Os usuários enfrentam dificuldades com **problemas de formatação** no Loopio, achando difícil manter a consistência durante exportações e edições. - Os usuários acham os **problemas de exportação** frustrantes, observando a funcionalidade desajeitada e a falta de opções de filtragem. - Os usuários acham que os **recursos limitados** do Loopio impedem a configurabilidade e a intuitividade, afetando a experiência geral do usuário e a eficiência. #### What Are Recent G2 Reviews of Loopio? **["Plataforma RFP confiável com forte colaboração, mas a IA e o gerenciamento de conteúdo ainda precisam de melhorias"](https://www.g2.com/pt/survey_responses/loopio-review-11957602)** **Rating:** 4.0/5.0 stars _— Usuário Verificado em Serviços Financeiros_ [Read full review](https://www.g2.com/pt/survey_responses/loopio-review-11957602) **["Loopio mudou a forma como eu respondo a licitações"](https://www.g2.com/pt/survey_responses/loopio-review-11267001)** **Rating:** 5.0/5.0 stars _— Jack W._ [Read full review](https://www.g2.com/pt/survey_responses/loopio-review-11267001) #### What Are G2 Users Discussing About Loopio? - [What is Loopio used for?](https://www.g2.com/pt/discussions/what-is-loopio-used-for) - 1 comment - [Para que é usado o Avnio RFx?](https://www.g2.com/pt/discussions/what-is-avnio-rfx-used-for) - [Para que serve o Avnio Tables?](https://www.g2.com/pt/discussions/what-is-avnio-tables-used-for) ### [Oracle CPQ](https://www.g2.com/pt/products/oracle-cpq/reviews) Oracle CPQ Cloud (anteriormente BigMachines) ajuda as empresas a vender produtos, serviços e soluções mais rapidamente. Com a força da infraestrutura Oracle Cloud, você pode ter a certeza de que este portal de receita é de nível empresarial, performante e seguro. Oracle CPQ Cloud pode ser implantado de forma independente ou em conjunto com as principais plataformas de CRM, eCommerce, Serviço e ERP para proporcionar experiências de cliente omnicanal, enquanto elimina o atrito de cotação para pagamento. **Average Rating:** 4.0/5.0 **Total Reviews:** 247 #### How Do G2 Users Rate Oracle CPQ? - **Facilidade de Uso:** 7.8/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.4/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.2/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Oracle CPQ? - **Vendedor:** [Oracle](https://www.g2.com/pt/sellers/oracle) - **Ano de Fundação:** 1977 - **Localização da Sede:** Austin, TX - **Twitter:** @Oracle 827,997 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 funcionários no LinkedIn® - **Propriedade:** NYSE:ORCL #### Who Uses This Product? - **Top Industries:** Tecnologia da Informação e Serviços, Software de Computador - **Company Size:** 53% Large, 32% Medium #### What Do G2 Reviewers Say About Oracle CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** no Oracle CPQ, simplificando processos de vendas complexos e aprimorando as capacidades de autoatendimento. - Os usuários valorizam os **recursos que economizam tempo** do Oracle CPQ, agilizando cotações e aumentando a eficiência no processo de vendas. - Os usuários valorizam a **eficiência do Oracle CPQ** , que simplifica os processos de cotação e precificação, ao mesmo tempo que melhora a precisão e a velocidade. - Os usuários valorizam a **eficiência de vendas** do Oracle CPQ, simplificando processos e melhorando a precisão das cotações de forma contínua. - Os usuários valorizam as **integrações perfeitas** do Oracle CPQ com várias plataformas e aplicativos Oracle Cloud para fluxos de trabalho eficientes. ##### Cons - Os usuários acham que a **complexidade** do Oracle CPQ na configuração e instalação pode dificultar a implementação inicial e a facilidade de uso. - Os usuários enfrentam **problemas de bugs** com o Oracle CPQ, afetando o desempenho, os tempos de carregamento e o manuseio de dados durante o uso. - Os usuários acham a **configuração complexa** do Oracle CPQ desafiadora, especialmente ao lidar com regras de preços personalizadas e configurações. - Os usuários enfrentam uma **experiência inicial difícil** com o Oracle CPQ devido à sua complexidade e curva de aprendizado acentuada. - Os usuários acham a **curva de aprendizado acentuada** do Oracle CPQ desafiadora, resultando em um longo período de adaptação para novos administradores. #### What Are Recent G2 Reviews of Oracle CPQ? **["Oracle CPQ simplifica vendas complexas com vendas guiadas poderosas e automação"](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12710518)** **Rating:** 5.0/5.0 stars _— Manisha Reddy K._ [Read full review](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12710518) **["Ferramenta realmente sólida para simplificar o processo de cotação e lidar com estruturas de negócios altamente flexíveis."](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12950580)** **Rating:** 5.0/5.0 stars _— Jeannie E._ [Read full review](https://www.g2.com/pt/survey_responses/oracle-cpq-review-12950580) #### What Are G2 Users Discussing About Oracle CPQ? - [Para que é usado o Oracle CPQ?](https://www.g2.com/pt/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/pt/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/pt/discussions/what-is-cpq-in-crm) - [What is Oracle CPQ cloud?](https://www.g2.com/pt/discussions/what-is-oracle-cpq-cloud) ### [AutogenAI](https://www.g2.com/products/autogenai/reviews) AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth. **Average Rating:** 4.3/5.0 **Total Reviews:** 159 #### How Do G2 Users Rate AutogenAI? - **Ease of Use:** 7.8/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 6.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 6.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 7.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind AutogenAI? - **Seller:** [AutogenAI](https://www.g2.com/sellers/autogenai) - **Company Website:** autogenai.com - **Year Founded:** 2022 - **HQ Location:** New York, NY - **Twitter:** @AutogenAI 324 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1dcee9c3e2d884a6e2d73724d787cb9bf84067f8a0f18e932361d253543d54e&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautogenai&secure%5Burl_type%5D=linkedin_company_website) 171 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Bid Writer, Bid Manager - **Top Industries:** Construction, Facilities Services - **Company Size:** 50% Large, 36% Medium #### What Do G2 Reviewers Say About AutogenAI? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **time-saving efficiency** of AutogenAI, enabling focus on more critical tasks and priorities. - Users value the **efficiency** of AutogenAI, which frees up time for important tasks and enhances tender submission processes. - Users value the **ease of use** of AutogenAI, appreciating its simplicity and powerful capabilities for daily tasks. - Users appreciate AutogenAI's **versatile functionalities** and integration capabilities that enhance bid management and response quality. - Users value the **outstanding customer support** from AutogenAI, appreciating responsive advisors and effective training resources. ##### Cons - Users find the **learning curve steep** , as the complex interface hinders efficient usage and requires considerable effort. - Users find the **complexity and reloading requirements** of AutogenAI contribute to a frustrating and difficult user experience. - Users find the interface of AutogenAI to be **not intuitive** , requiring excessive navigation and causing confusion. - Users face a **steep learning curve** with AutogenAI, requiring time to maximize its multifaceted capabilities and features. - Users face a **steep learning curve** with AutogenAI, hindering immediate productivity and requiring significant time investment. #### What Are Recent G2 Reviews of AutogenAI? **["A Reliable Tool for Faster, Smarter Proposal Creation"](https://www.g2.com/survey_responses/autogenai-review-12871483)** **Rating:** 4.0/5.0 stars _— Divyam S._ [Read full review](https://www.g2.com/survey_responses/autogenai-review-12871483) **["Efficient Content Creation with Unique Insights"](https://www.g2.com/survey_responses/autogenai-review-12834910)** **Rating:** 4.0/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/autogenai-review-12834910) ### [Conga Composer](https://www.g2.com/pt/products/conga-composer/reviews) Flexível. Escalável. Incorporado. Conga Composer transforma a forma como as empresas geram documentos Sistemas desconectados e fluxos de trabalho manuais tornam a geração de documentos lenta, propensa a erros e cara. Conga Composer simplifica isso incorporando a criação automatizada de documentos nas suas ferramentas existentes. Ele suporta múltiplos formatos, mescla dados de qualquer fonte e escala sem esforço, capacitando equipes a entregar documentos precisos, com marca bem definida, mais rapidamente, com menos esforço e maior controle. Conga Composer se destaca na geração de documentos com vantagens chave: Lance em Qualquer Lugar – Inicie a geração de documentos a partir de botões, fluxos, Apex ou sistemas externos - sem necessidade de código personalizado. Suporte a Múltiplos Formatos – Crie modelos de Word, PDF, Excel, PowerPoint e e-mails em HTML. Conteúdo Dinâmico – Use lógica condicional, gráficos, painéis, texto rico e moedas globais. Pronto para Alto Volume – Suporta grandes modelos (25MB), saídas mescladas (250MB) e processamento em lote. Escalabilidade Empresarial – Modelos e comportamentos reutilizáveis em departamentos e casos de uso. Integração com Assinatura Eletrônica – Emparelhamento perfeito com Conga Sign para fluxos de trabalho de acordos de ponta a ponta. Alinhamento ao Ciclo de Receita – Único fornecedor que integra geração de documentos em CLM, CPQ e processos de receita completos. Configuração Amigável para Administradores – Construído para administradores do Salesforce e usuários de negócios — sem dependência de desenvolvedores. Desempenho Comprovado – Confiado por mais de 8.000 empresas; milhões de documentos gerados mensalmente. Pronto para o Futuro – Monitorando tendências de IA para investir quando a confiabilidade em nível empresarial for garantida. Com essas forças, Conga Composer oferece uma solução escalável, flexível e automatizada para uma geração de documentos eficiente. **Average Rating:** 4.4/5.0 **Total Reviews:** 847 #### How Do G2 Users Rate Conga Composer? - **Facilidade de Uso:** 8.3/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.6/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.6/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Conga Composer? - **Vendedor:** [Conga](https://www.g2.com/pt/sellers/conga) - **Website da Empresa:** conga.com - **Ano de Fundação:** 2006 - **Localização da Sede:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website) 2,116 funcionários no LinkedIn® - **Telefone:** (303) 465-1616 #### Who Uses This Product? - **Who Uses This:** Administrador do Salesforce, Analista de Negócios - **Top Industries:** Tecnologia da Informação e Serviços, Software de Computador - **Company Size:** 47% Medium, 28% Large #### What Do G2 Reviewers Say About Conga Composer? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **API em massa e as capacidades de integração** do Conga Composer, melhorando a eficiência e o desempenho da geração de documentos. - Os usuários valorizam o recurso de **geração em massa de documentos** do Conga Composer, aumentando a eficiência e o desempenho para casos de uso complexos. - Os usuários acham o Conga Composer **fácil de usar** , simplificando a personalização de documentos e a integração com outras ferramentas. - Os usuários valorizam a **automação que economiza tempo** do Conga Composer, simplificando significativamente os processos de criação e entrega de documentos. - Os usuários valorizam as **integrações perfeitas** com o Salesforce, aumentando a eficiência e reduzindo erros na criação de documentos. ##### Cons - Os usuários acham a **curva de aprendizado íngreme e frustrante** , complicando a configuração e a resolução de problemas no Conga Composer. - Os usuários acham a **curva de aprendizado íngreme** do Conga Composer desafiadora, especialmente com formatação complexa e mapeamento de dados. - Os usuários acham a **dificuldade em aprender e navegar** frustrante, afetando o uso eficiente do Conga Composer. - Os usuários acham os desafios de **configuração demorada e desempenho** do Conga Composer frustrantes, especialmente com documentos grandes. - Os usuários acham a **configuração complexa** do Conga Composer onerosa, levando a problemas contínuos e resoluções atrasadas. #### What Are Recent G2 Reviews of Conga Composer? **["Integração Salesforce Sem Costura com Suporte Excepcional"](https://www.g2.com/pt/survey_responses/conga-composer-review-13109142)** **Rating:** 5.0/5.0 stars _— Usuário Verificado em Mídia Online_ [Read full review](https://www.g2.com/pt/survey_responses/conga-composer-review-13109142) **["Geração Eficiente de Documentos do Salesforce com Relatórios Consistentes e de Alto Retorno sobre Investimento"](https://www.g2.com/pt/survey_responses/conga-composer-review-12706846)** **Rating:** 4.5/5.0 stars _— Harshit S._ [Read full review](https://www.g2.com/pt/survey_responses/conga-composer-review-12706846) #### What Are G2 Users Discussing About Conga Composer? - [What is conga solution?](https://www.g2.com/pt/discussions/what-is-conga-solution) - [O que é o Conga Composer?](https://www.g2.com/pt/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/pt/discussions/what-does-conga-software-do) ### [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business. **Average Rating:** 4.3/5.0 **Total Reviews:** 597 #### How Do G2 Users Rate Conga CLM? - **Ease of Use:** 8.1/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.5/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.9/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.1/10 (Category avg: 8.8/10) #### Who Is the Company Behind Conga CLM? - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** conga.com - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website) 2,116 employees on LinkedIn® - **Phone:** (303) 465-1616 #### Who Uses This Product? - **Who Uses This:** Account Executive, Salesforce Administrator - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Medium, 39% Large #### What Do G2 Reviewers Say About Conga CLM? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** of Conga CLM enhances their daily contract management and workflows significantly. - Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management. - Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks. - Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor. - Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency. ##### Cons - Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation. - Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes. - Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data. - Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods. - Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience. #### What Are Recent G2 Reviews of Conga CLM? **["Conga CLM: Simplifying Contract Creation, Execution, and Management"](https://www.g2.com/survey_responses/conga-clm-review-10722962)** **Rating:** 5.0/5.0 stars _— Ankita K._ [Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962) **["Flexible Templates and Seamless Salesforce Integration with Helpful Support"](https://www.g2.com/survey_responses/conga-clm-review-13138020)** **Rating:** 4.5/5.0 stars _— Eric C._ [Read full review](https://www.g2.com/survey_responses/conga-clm-review-13138020) #### What Are G2 Users Discussing About Conga CLM? - [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment - [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce) - [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for) - [What do contract management systems look for?](https://www.g2.com/discussions/what-do-contract-management-systems-look-for) - [How much does conga cost?](https://www.g2.com/discussions/how-much-does-conga-cost) ### [GetAccept](https://www.g2.com/pt/products/getaccept/reviews) GetAccept é a Sala de Vendas Digital com IA número 1, criada para ajudar equipes de receita a gerenciar cada negociação como seu melhor representante de vendas. Ela substitui e-mails dispersos e anexos estáticos por um espaço de trabalho nativo de IA, reunindo conteúdo, propostas, assinaturas eletrônicas e comunicação com o comprador, para que vendedores, compradores e todas as partes interessadas permaneçam alinhados com os documentos mais recentes, cronogramas e próximos passos ao longo de todo o ciclo de vendas. A IA do GetAccept analisa suas reuniões, chamadas, e-mails, dados de CRM, conteúdo interno e dados disponíveis publicamente, e é treinada para agir, construindo e atualizando Salas de Vendas Digitais personalizadas em minutos e mantendo cada representante no caminho certo com seu processo e metodologia de vendas. O rastreamento em tempo real mostra exatamente como os compradores se envolvem com cada negociação, e as integrações nativas com CRM mantêm tudo sincronizado nas ferramentas que os representantes já usam. GetAccept resolve o problema de negociações paradas entre reuniões em threads de e-mail dispersos, anexos estáticos e administração manual. Ao oferecer a vendedores e compradores um espaço único e rastreável para colaborar desde o primeiro contato até a assinatura, ajuda equipes de receita de todos os tamanhos a trabalhar de forma mais inteligente, fechar negócios mais rapidamente e vencer mais. Por que equipes de receita escolhem GetAccept  ↳ Capacitação com IA: gerar automaticamente e apresentar o conteúdo certo para cada negociação, estágio e parte interessada, com base em suas reuniões, CRM e conhecimento interno.  ↳ Salas de vendas construídas com IA: crie uma Sala de Vendas Digital personalizada e interativa em minutos que mantém conversas, materiais e ações alinhados.  ↳ Inteligência de negociação: transforme sinais de engajamento do comprador em visibilidade clara e próximos passos guiados por IA.  ↳ Propostas e assinaturas eletrônicas integradas: crie, envie, rastreie e feche documentos sem sair da sala.  ↳ Conectado ao seu stack: integrações nativas classificadas como número 1 com Salesforce, HubSpot e Slack, além de mais de 100 outras, mantêm a atividade sincronizada em todos os lugares automaticamente. Confiado por mais de 5.000 equipes de receita, incluindo Dealfront, ScaleWise, Samsung e Chargebee. "Esta é uma maneira de você controlar a narrativa, garantir que seus representantes estejam seguindo o processo e ajudando seus clientes a experimentar valor em vez de apenas apresentar produtos." Remi Aaagaard Mørken, SVP de Vendas, SalesScreen (aumento de 100% na taxa de vitórias) "Desde que comecei a usar o GetAccept, meu processo de vendas e comunicação com meus potenciais clientes são muito mais orientados para projetos e soluções. Eles sabem onde encontrar o conteúdo de que precisam, e eu posso me concentrar em fornecer soluções." Carolina Bräuninger, Executiva de Contas Estratégicas Sênior, Dealfront (redução de 67% no tempo do ciclo de vendas) "Se você não tem algo como o GetAccept do ponto de vista de contratos, mas igualmente do ponto de vista de uma Sala de Negociação, então você está atrasado." Gavin Summer, Co-Fundador, ScaleWise (aumento de 51% na taxa de proposta para fechamento) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,252 #### How Do G2 Users Rate GetAccept? - **Facilidade de Uso:** 8.9/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.6/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.2/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind GetAccept? - **Vendedor:** [GetAccept Inc.](https://www.g2.com/pt/sellers/getaccept-inc) - **Website da Empresa:** www.getaccept.com - **Ano de Fundação:** 2015 - **Localização da Sede:** Palo Alto, CA - **Twitter:** @getaccept 1,433 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6727d6b862761e7dd8a49f4f49ee33491cdac2784341b003b2227fed536056c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10154116%2F&secure%5Burl_type%5D=linkedin_company_website) 156 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de Vendas, Gerente de Contas - **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços - **Company Size:** 50% Small, 43% Medium #### What Do G2 Reviewers Say About GetAccept? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários valorizam a **facilidade de uso** do GetAccept, destacando seu ambiente de suporte e configuração amigável. - Os usuários valorizam o **excelente suporte ao cliente** da GetAccept, destacando consistentemente sua capacidade de resposta e utilidade. - Os usuários acham o GetAccept **intuitivo e fácil de editar** , tornando o gerenciamento de documentos perfeito para todos. - Os usuários valorizam o **excelente atendimento ao cliente** da GetAccept, o que melhora sua experiência e satisfação geral. - Os usuários apreciam os **recursos que economizam tempo** do GetAccept, beneficiando-se da acessibilidade centralizada e da automação eficiente. ##### Cons - Os usuários sentem que a falta de **modo escuro** é um problema de cansaço visual e têm dificuldade com a representação visual de vários signatários. - Os usuários encontram **personalização limitada** com o GetAccept, levando a frustrações e processos complexos devido a modelos inflexíveis. - Os usuários enfrentam problemas de **integração deficiente** com o GetAccept, frequentemente lidando com solução de problemas e mensagens de erro que dificultam a usabilidade. - Os usuários acham **problemas de modelo** no GetAccept frustrantes, pois complicam a gestão de contratos e aumentam o atrito interno. - Os usuários acham que a **experiência de edição difícil** no GetAccept limita sua capacidade de fazer os ajustes necessários de forma eficiente. #### What Are Recent G2 Reviews of GetAccept? **["GetAccept: um acelerador de produtividade no dia a dia"](https://www.g2.com/pt/survey_responses/getaccept-review-13042858)** **Rating:** 5.0/5.0 stars _— Christelle A._ [Read full review](https://www.g2.com/pt/survey_responses/getaccept-review-13042858) **["GetAccept: Um Transformador para Centralizar Operações de Vendas com HubSpot"](https://www.g2.com/pt/survey_responses/getaccept-review-13036866)** **Rating:** 5.0/5.0 stars _— Franck T._ [Read full review](https://www.g2.com/pt/survey_responses/getaccept-review-13036866) ### [PandaDoc](https://www.g2.com/pt/products/pandadoc/reviews) PandaDoc é uma plataforma de gestão de documentos tudo-em-um confiada por mais de 50.000 equipes de vendas, jurídicas e de operações para criar, enviar, assinar eletronicamente e gerenciar documentos de forma mais rápida e com menos trabalho manual. Equipes que usam PandaDoc fecham negócios 30% mais rápido e reduzem o tempo de processamento de documentos em até 50%. Clientes como Autodesk, Rakuten e Sysco usam PandaDoc para otimizar todo o processo de documentos, desde a proposta até o contrato assinado, e tudo mais. PandaDoc ajuda sua equipe a: - Construir e enviar propostas, contratos e acordos profissionais usando modelos personalizáveis e um editor de arrastar e soltar - Coletar assinaturas eletrônicas legalmente vinculativas de qualquer dispositivo, em qualquer lugar, sem impressão, digitalização ou atrasos - Colaborar em tempo real com partes interessadas internas e signatários externos simultaneamente - Automatizar tarefas repetitivas de documentos para que as equipes de representantes e operações gastem menos tempo com administração e mais tempo fechando negócios - Acompanhar o desempenho dos documentos com análises que mostram como os destinatários interagem com cada página PandaDoc integra-se nativamente com as ferramentas que sua equipe já usa, incluindo Salesforce, HubSpot, Pipedrive, Stripe e mais de 30 outras plataformas de CRM e pagamento — mantendo os processos de documentos dentro do seu conjunto de ferramentas existente sem adicionar fricção ou logins extras. Seja você da área de vendas, jurídica, RH ou finanças, PandaDoc é especialmente popular entre empresas em crescimento que precisam de processos de documentos de nível empresarial sem a complexidade ou o custo adicional. Desde o primeiro rascunho até a aprovação final, PandaDoc centraliza todo o ciclo de vida do documento com a conformidade, segurança e trilha de auditoria que sua equipe precisa para operar com confiança. PandaDoc também suporta a notarização, coleta de pagamentos e análises de documentos em uma única plataforma, reduzindo a necessidade de gerenciar várias ferramentas ao longo do seu processo de documentos. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,441 #### How Do G2 Users Rate PandaDoc? - **Facilidade de Uso:** 9.2/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.7/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.7/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind PandaDoc? - **Vendedor:** [PandaDoc](https://www.g2.com/pt/sellers/pandadoc) - **Website da Empresa:** www.pandadoc.com - **Ano de Fundação:** 2011 - **Localização da Sede:** San Francisco, CA - **Twitter:** @pandadoc 18,428 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=40ca5f565283ec365ee9960a9ae5dd31d786fbaa6c410fe3d86b23a96392cfce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2211704%2F&secure%5Burl_type%5D=linkedin_company_website) 895 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Proprietário - **Top Industries:** Software de Computador, Marketing e Publicidade - **Company Size:** 68% Small, 26% Medium #### What Do G2 Reviewers Say About PandaDoc? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários adoram a **facilidade de uso** do PandaDoc, achando-o simples de navegar e configurar para assinaturas online. - Os usuários valorizam as **ferramentas intuitivas de gerenciamento de documentos** do PandaDoc, melhorando a eficiência do fluxo de trabalho e agilizando as aprovações de forma contínua. - Os usuários adoram as **ferramentas de edição intuitivas** do PandaDoc, melhorando seu fluxo de trabalho e personalização de documentos. - Os usuários acham o PandaDoc **altamente intuitivo** , tornando o gerenciamento de documentos e assinaturas eletrônicas fácil e eficiente. - Os usuários apreciam a **simplicidade e eficiência** do PandaDoc para obter assinaturas eletrônicas, melhorando significativamente seu fluxo de trabalho. ##### Cons - Os usuários estão frustrados com as **funcionalidades ausentes** no PandaDoc, como controles de expiração de documentos e datas dinâmicas. - Os usuários acham o PandaDoc **caro** , especialmente para pequenas equipes que precisam de soluções acessíveis para envio de formulários online. - Os usuários encontram **problemas de assinatura** no PandaDoc, enfrentando dificuldades com o uso de assinaturas pessoais e outros desafios de formatação de documentos. - Os usuários acham **difícil editar** frustrante devido a problemas com a navegação no documento e capacidades limitadas de edição durante a colaboração. - Os usuários acham a **dificuldade de edição** no PandaDoc frustrante, especialmente com a formatação de tabelas e alterações em documentos ao vivo. #### What Are Recent G2 Reviews of PandaDoc? **["PandaDoc dá controle de marketing sem desacelerar as vendas"](https://www.g2.com/pt/survey_responses/pandadoc-review-13115170)** **Rating:** 4.5/5.0 stars _— Valeria B._ [Read full review](https://www.g2.com/pt/survey_responses/pandadoc-review-13115170) **["Integração de Arquivos Suave, Suporte Rápido e uma Interface de Usuário Viável"](https://www.g2.com/pt/survey_responses/pandadoc-review-13129698)** **Rating:** 4.5/5.0 stars _— R K B._ [Read full review](https://www.g2.com/pt/survey_responses/pandadoc-review-13129698) #### What Are G2 Users Discussing About PandaDoc? - [Quais são as maneiras inovadoras que o PandaDoc está sendo usado para otimizar o gerenciamento de documentos e a automação de fluxos de trabalho?](https://www.g2.com/pt/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [Para que serve o PandaDoc?](https://www.g2.com/pt/discussions/what-is-pandadoc-used-for) - 4 comments - [O que é o PandaDoc com?](https://www.g2.com/pt/discussions/what-is-pandadoc-com) - 3 comments - [Quanto custa o PandaDoc?](https://www.g2.com/pt/discussions/how-much-does-pandadoc-cost) - 2 comments - [O PandaDoc é realmente gratuito?](https://www.g2.com/pt/discussions/is-pandadoc-really-free) - 3 comments ### [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate **Average Rating:** 4.3/5.0 **Total Reviews:** 165 #### How Do G2 Users Rate Upland Qvidian? - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.2/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 7.8/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Upland Qvidian? - **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software) - **Company Website:** uplandsoftware.com - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website) 815 employees on LinkedIn® - **Ownership:** NASDAQ:UPLD #### Who Uses This Product? - **Who Uses This:** Proposal Manager, Proposal Writer - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 54% Large, 34% Medium #### What Do G2 Reviewers Say About Upland Qvidian? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Upland Qvidian, facilitating efficient content management and quick questionnaire completion. - Users find the **content management capabilities** of Upland Qvidian invaluable for enhancing efficiency and team collaboration. - Users value the **task assignment and content reuse features** in Upland Qvidian for efficient RFP management. - Users value the **effective content management** in Upland Qvidian, greatly enhancing their library's efficiency and usability. - Users value the **efficiency** of Upland Qvidian, significantly enhancing content management and streamlining their workflow. ##### Cons - Users often face **upload issues** as adding questions is cumbersome, hindering collaboration and efficiency in large organizations. - Users find the **complexity of navigation** in Upland Qvidian can complicate tasks and diminish overall user experience. - Users find that **adding content can be cumbersome** , wishing for improved categorization and version tracking features. - Users experience **inadequate search functionality** that leads to irrelevant results and complicates finding the right information. - Users find Qvidian's interface **not intuitive** , making it challenging to navigate its complex features and functionalities. #### What Are Recent G2 Reviews of Upland Qvidian? **["Centralized Content Library, Needs UI Modernization"](https://www.g2.com/survey_responses/upland-qvidian-review-8825807)** **Rating:** 4.5/5.0 stars _— Verified User in Outsourcing/Offshoring_ [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8825807) **["Efficient Proposal Creation but Needs Enhanced Search"](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)** **Rating:** 4.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953) #### What Are G2 Users Discussing About Upland Qvidian? - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do) - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio) - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software) - [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for) ### [DealHub AI](https://www.g2.com/pt/products/dealhub-ai/reviews) DealHub AI é a plataforma Agentic Quote-to-Revenue (Q2R) projetada para a era da IA. Nós capacitamos empresas SaaS de alto crescimento e empresas inovadoras a consolidar, automatizar e acelerar totalmente todo o seu ciclo de receita, desde a geração inicial de cotações até a coleta final de dinheiro e reconhecimento de receita. DealHub AI oferece às empresas flexibilidade máxima, permitindo o rápido design, lançamento e escalonamento de qualquer modelo de monetização moderno, como Crescimento Liderado por Vendas (SLG), Crescimento Liderado por Produto (PLG), Autoatendimento, Assinatura, Baseado em Uso e modelos de Consumo de IA. A plataforma unificada substitui ferramentas de receita fragmentadas, integrando capacidades críticas em um único motor orquestrado, incluindo CPQ (Configure, Price, Quote) com IA, CLM (Gerenciamento do Ciclo de Vida de Contratos), Gerenciamento de Assinaturas e Faturamento, Reconhecimento de Receita, Sala de Negociação Digital e Cotação Headless com API Componível. As empresas escolhem o DealHub AI para impulsionar a receita em escala de IA, aproveitando a visibilidade e previsibilidade de receita em tempo real em todos os fluxos de receita por meio de dashboards ao vivo de ARR, uso, churn e previsão. DealHub AI oferece integração nativa e perfeita com todos os principais CRMs, incluindo Salesforce, Microsoft Dynamics e HubSpot, garantindo que os clientes alcancem um tempo mais rápido para valor. DealHub AI é confiável por líderes globais de receita, incluindo Intuit, HP, Gong e Braze. **Average Rating:** 4.7/5.0 **Total Reviews:** 842 #### How Do G2 Users Rate DealHub AI? - **Facilidade de Uso:** 9.0/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 9.3/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 9.0/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 9.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind DealHub AI? - **Vendedor:** [DealHub.io](https://www.g2.com/pt/sellers/dealhub-io) - **Website da Empresa:** dealhub.ai - **Ano de Fundação:** 2014 - **Localização da Sede:** Austin, Texas - **Twitter:** @DealHubIO 3,887 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website) 322 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de Operações de Vendas, Executivo de Contas - **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços - **Company Size:** 65% Medium, 23% Small #### What Do G2 Reviewers Say About DealHub AI? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários elogiam o **suporte ao cliente excepcional** da DealHub, destacando a capacidade de resposta e a assistência útil no atendimento às necessidades. - Os usuários consideram a **facilidade de uso** do DealHub AI inestimável, permitindo uma rápida adoção e utilização diária em todas as equipes. - Os usuários apreciam as **capacidades de economia de tempo** do DealHub AI, permitindo uma gestão eficiente de propostas e processos simplificados. - Os usuários valorizam a **eficiência** do DealHub AI, que simplifica significativamente os processos e economiza tempo durante a implementação. - Os usuários valorizam muito as **integrações perfeitas** do DealHub AI, permitindo uma gestão eficaz em várias plataformas. ##### Cons - Os usuários acham a **curva de aprendizado desafiadora** , especialmente ao gerenciar propostas complexas e integrações no DealHub AI. - Os usuários expressam frustração com as **opções limitadas de personalização** no DealHub AI, afetando sua capacidade de adaptar completamente o sistema. - Os usuários enfrentam uma **curva de aprendizado acentuada** com o DealHub AI, tornando a implementação inicial desafiadora antes de alcançar a facilidade de uso. - Os usuários acham as **opções de autoatendimento ausentes** frustrantes, impactando a personalização e prolongando o processo de implementação. - Os usuários enfrentam **problemas de integração** que complicam a gestão, levando a processos mais lentos e possíveis erros nas atualizações. #### What Are Recent G2 Reviews of DealHub AI? **["Experiência de usuário limpa no dealroom, com um onboarding líder de classe cobrindo um produto tecnicamente desajeitado."](https://www.g2.com/pt/survey_responses/dealhub-ai-review-13169218)** **Rating:** 4.0/5.0 stars _— Thomas C._ [Read full review](https://www.g2.com/pt/survey_responses/dealhub-ai-review-13169218) **["Ótima Experiência do Usuário e um Fluxo Suave de Construção de Cotações"](https://www.g2.com/pt/survey_responses/dealhub-ai-review-13183520)** **Rating:** 4.0/5.0 stars _— Usuário Verificado em Software de Computador_ [Read full review](https://www.g2.com/pt/survey_responses/dealhub-ai-review-13183520) #### What Are G2 Users Discussing About DealHub AI? - [What is DealHub.io used for?](https://www.g2.com/pt/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/pt/discussions/what-does-dealhub-io-do) - 2 comments - [O DealHub é legítimo?](https://www.g2.com/pt/discussions/is-dealhub-legit) - 3 comments - [O que é software CPQ?](https://www.g2.com/pt/discussions/what-is-cpq-software) - 2 comments - [What is DealHub?](https://www.g2.com/pt/discussions/what-is-dealhub) ### [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews) Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 95 #### How Do G2 Users Rate Epicor CPQ? - **Ease of Use:** 8.6/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.0/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.1/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Epicor CPQ? - **Seller:** [Epicor](https://www.g2.com/sellers/epicor) - **Year Founded:** 1972 - **HQ Location:** Austin, TX - **Twitter:** @Epicor 9,286 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89ee06eeb2c1092926115071b22ad87b028ed4fd4eb02deb7823f4298af79e9e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4617%2F&secure%5Burl_type%5D=linkedin_company_website) 6,179 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Pharmaceuticals - **Company Size:** 60% Medium, 40% Large #### What Do G2 Reviewers Say About Epicor CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customization capabilities** of Epicor CPQ, allowing tailored configurations for diverse products effortlessly. - Users praise the **ease of use** of Epicor CPQ, highlighting quick updates and a user-friendly interface. - Users appreciate the **intuitive interface** of Epicor CPQ, making it easy to sell products or services effectively. - Users value the **simplicity and compatibility** of Epicor CPQ, enhancing their product and service sales experiences. - Users value the **template customization** , allowing for efficient configurations across multiple products and client needs. ##### Cons - Users often find the **slow performance** of Epicor CPQ frustrating, especially during high-usage scenarios. - Users experience **glitch issues** with Epicor CPQ, leading to frustrating screen freezes during heavy usage. - Users find the **complex implementation** requires a specialist, making adjustments challenging and time-consuming. - Users find the product's **complexity** requires a specialist for any configurator changes, complicating usability. - Users find the **complex setup** of Epicor CPQ requires specialist knowledge for effective configuration changes. #### What Are Recent G2 Reviews of Epicor CPQ? **["Post launch sucess"](https://www.g2.com/survey_responses/epicor-cpq-review-11140416)** **Rating:** 5.0/5.0 stars _— Verified User in Manufacturing_ [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-11140416) **["Flexible soltution with a lot of possibilities"](https://www.g2.com/survey_responses/epicor-cpq-review-9824766)** **Rating:** 4.0/5.0 stars _— Edwin N._ [Read full review](https://www.g2.com/survey_responses/epicor-cpq-review-9824766) #### What Are G2 Users Discussing About Epicor CPQ? - [What are the benefits and drawbacks of using Epicor CPQ for configure-price-quote processes?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-epicor-cpq-for-configure-price-quote-processes) - [What is Epicor CPQ used for?](https://www.g2.com/discussions/what-is-epicor-cpq-used-for) ### [Ombud](https://www.g2.com/products/ombud/reviews) Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/ **Average Rating:** 4.7/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate Ombud? - **Ease of Use:** 9.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 9.6/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 9.7/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 9.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Ombud? - **Seller:** [Ombud](https://www.g2.com/sellers/ombud) - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @ombud 278 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65822ad206c159466f0bcc11047c8e5ef76ae3515cdcaf85245d4ee01d632055&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fombud%2F&secure%5Burl_type%5D=linkedin_company_website) 44 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Large, 46% Medium #### What Do G2 Reviewers Say About Ombud? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **collaborative features** of Ombud, simplifying RFP management and response sharing. - Users find the **ease of process** with Ombud enhances collaboration and simplifies RFP management and responses. - Users find Ombud's platform offers **ease of use** , simplifying RFP uploads, collaboration, and response exporting. - Users find Ombud's **easy RFP collaboration and export** features enhance their proposal submission process significantly. - Users value the **effortless team collaboration** in Ombud, making RFP management and response preparation seamless. ##### Cons - Users find Ombud to be **not intuitive** , making it challenging compared to more user-friendly competitors. - Users find Ombud less **user-friendly** compared to competitors, impacting the ease of their experience. #### What Are Recent G2 Reviews of Ombud? **["Ombud Makes RFPs Easy with an Efficient, AI-Driven Library"](https://www.g2.com/survey_responses/ombud-review-12459120)** **Rating:** 4.5/5.0 stars _— Verified User in Human Resources_ [Read full review](https://www.g2.com/survey_responses/ombud-review-12459120) **["Ombud makes RFPs easy"](https://www.g2.com/survey_responses/ombud-review-8840691)** **Rating:** 4.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/ombud-review-8840691) #### What Are G2 Users Discussing About Ombud? - [What is Ombud used for?](https://www.g2.com/discussions/what-is-ombud-used-for) ### [Nintex](https://www.g2.com/products/nintex-nintex/reviews) Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,272 #### How Do G2 Users Rate Nintex? - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Assembly and Approval Workflows:** 7.9/10 (Category avg: 8.6/10) - **Template Creation and Flexibility:** 8.4/10 (Category avg: 8.6/10) - **Customizability: Variables and Fields:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Nintex? - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=423950581ab5fd35e7883f210e3d986c7af587acccdd1584f19be80d90c3593b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F258303%2F&secure%5Burl_type%5D=linkedin_company_website) 1,192 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Business Analyst, Salesforce Administrator - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 48% Large, 40% Medium #### What Do G2 Reviewers Say About Nintex? _AI-generated summary from verified user reviews_ ##### Pros - Users find Nintex to be **easy to use** , facilitating quick upskilling and efficient workflow automation for everyone. - Users value the **ease of automation** with Nintex, facilitating streamlined workflows and reducing manual workload effectively. - Users praise the **intuitive workflow management** of Nintex, enabling seamless implementation and reliable automation. - Users praise the **easy setup** of Nintex, facilitating quick implementation of features without any issues. - Users value the **versatility** of Nintex, enabling both simple and complex workflow automation with ease and flexibility. ##### Cons - Users note the **limited features** of Nintex for data tasks, impacting speed and customization flexibility. - Users experience a **learning curve** with Skuid, finding it challenging to master its advanced features and capabilities. - Users find Nintex to be **expensive** , especially for smaller teams, which can hinder overall adoption and usage. - Users find **complexity** in understanding advanced features and managing workflows, which may hinder their productivity and experience. - Users express concern over **limited customization** options in Nintex, which can hinder advanced workflow design and flexibility. #### What Are Recent G2 Reviews of Nintex? **["Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow"](https://www.g2.com/survey_responses/nintex-review-12729348)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) **["Boosts Productivity with No-Code Automation"](https://www.g2.com/survey_responses/nintex-review-12454818)** **Rating:** 4.0/5.0 stars _— Valerie D._ [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) - [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment - [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for) ### [Proposify](https://www.g2.com/pt/products/proposify/reviews) Proposify é o software de propostas online que oferece controle e visibilidade sobre a etapa mais importante do seu processo de vendas. O fechamento. Desde o design do negócio até a assinatura, obtenha a confiança e flexibilidade para dominar os negócios. Crie documentos de vendas impressionantes que permanecem consistentes e sem erros. Receba insights para escalar seu processo, fazer engajamentos oportunos e prever com precisão. Ofereça uma experiência de assinatura perfeita para seus clientes e prospects. Os recursos incluem um editor de design flexível e fácil de usar, assinaturas eletrônicas, integrações com CRM, insights baseados em dados, precificação interativa, gerenciamento de conteúdo, aprovações e muito mais. Se você está pronto para dar à sua equipe de vendas a vantagem competitiva, visite nosso site ou agende uma demonstração em https://www.proposify.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,116 #### How Do G2 Users Rate Proposify? - **Facilidade de Uso:** 8.5/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.6/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 8.5/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.5/10 (Category avg: 8.8/10) #### Who Is the Company Behind Proposify? - **Vendedor:** [Proposify](https://www.g2.com/pt/sellers/proposify) - **Website da Empresa:** www.proposify.com - **Ano de Fundação:** 2012 - **Localização da Sede:** Halifax - **Twitter:** @proposify 4,207 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4bb06a75164ee1534eec5879659b4439aff9f14bbc64289e2f2d8b1d8eaf0666&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2934548%2F&secure%5Burl_type%5D=linkedin_company_website) 79 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Proprietário - **Top Industries:** Marketing e Publicidade, Tecnologia da Informação e Serviços - **Company Size:** 84% Small, 15% Medium #### What Do G2 Reviewers Say About Proposify? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários adoram a **facilidade de uso** do Proposify, permitindo uma configuração rápida e envio eficiente de propostas. - Os usuários valorizam a **extensa biblioteca de modelos** no Proposify, aumentando a velocidade e a flexibilidade na criação de propostas. - Os usuários consideram a **fácil criação** de propostas do Proposify inestimável, promovendo consistência e melhorando a colaboração entre as equipes. - Os usuários acham que o **Fácil Configuração** com o Proposify permite propostas rápidas e profissionais, economizando tempo e simplificando processos. - Os usuários valorizam a **facilidade de criação de modelos** no Proposify, permitindo uma rápida personalização para propostas profissionais. ##### Cons - Os usuários acham que as **opções limitadas de personalização** no Proposify tornam complicado editar propostas de forma eficaz. - Os usuários acham **difícil editar** no Proposify frustrante, pois o editor de página carece de refinamento e o alinhamento pode ser complicado. - Os usuários acham **difícil editar** , com problemas de alinhamento e refinamento que complicam a personalização de propostas. - Os usuários experimentam **desempenho lento** com o Proposify, enfrentando atrasos e demoras frustrantes durante a edição e atualização de propostas. - Os usuários encontram **problemas de layout** no Proposify, pois as alterações de modelo e o gerenciamento de tabelas de preços podem ser complicados. #### What Are Recent G2 Reviews of Proposify? **["Menos documentos duplicados e controle mais rigoroso sobre o que realmente prometemos aos clientes"](https://www.g2.com/pt/survey_responses/proposify-review-13148367)** **Rating:** 4.5/5.0 stars _— Miguel F._ [Read full review](https://www.g2.com/pt/survey_responses/proposify-review-13148367) **["Criação Fácil de Sistema de Propostas Uma Vez que os Modelos Estejam Configurados"](https://www.g2.com/pt/survey_responses/proposify-review-13169996)** **Rating:** 4.5/5.0 stars _— Kevin T._ [Read full review](https://www.g2.com/pt/survey_responses/proposify-review-13169996) #### What Are G2 Users Discussing About Proposify? - [Para que serve o Proposify?](https://www.g2.com/pt/discussions/what-is-proposify-used-for) - 1 comment ### [DocSend](https://www.g2.com/pt/products/dropbox-docsend/reviews) Dropbox DocSend ajuda profissionais de negócios como você a compartilhar e controlar com segurança o conteúdo que impulsiona seu negócio. O poderoso sistema baseado em links do Dropbox DocSend facilita a definição de preferências de segurança para cada parte interessada, receber notificações cada vez que alguém visualiza seu arquivo, analisar o desempenho do conteúdo página por página e criar salas de negociação virtuais modernas. Com o DocSend, as empresas podem aliviar encargos administrativos e compartilhar com segurança as informações proprietárias mais impactantes de forma mais rápida. As Salas de Dados Virtuais do DocSend gerenciam documentos sensíveis com segurança e fornecem à equipe insights de negócios em tempo real, simplificando todo o processo de negociação desde a proposta inicial até a assinatura final. Junte-se a mais de 34.000 empresas que confiam no Dropbox DocSend para compartilhar e gerenciar informações sensíveis. **Average Rating:** 4.6/5.0 **Total Reviews:** 561 #### How Do G2 Users Rate DocSend? - **Facilidade de Uso:** 9.0/10 (Category avg: 8.9/10) - **Fluxos de trabalho de montagem e aprovação:** 8.9/10 (Category avg: 8.6/10) - **Criação e flexibilidade de modelos:** 9.0/10 (Category avg: 8.6/10) - **Personalização: Variáveis e Campos:** 8.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind DocSend? - **Vendedor:** [Dropbox](https://www.g2.com/pt/sellers/dropbox) - **Ano de Fundação:** 2007 - **Localização da Sede:** San Francisco, California - **Twitter:** @Dropbox 3,279,477 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7505e3c975e91739221f62ad8db1b74e68595cd1fc87ef0554b6ed9b60fce9f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167251%2F&secure%5Burl_type%5D=linkedin_company_website) 4,149 funcionários no LinkedIn® - **Propriedade:** NASDAQ: DBX #### Who Uses This Product? - **Who Uses This:** CEO, Fundador - **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços - **Company Size:** 75% Small, 21% Medium #### What Do G2 Reviewers Say About DocSend? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** do DocSend, desfrutando de compartilhamento e rastreamento de documentos sem interrupções para um engajamento aprimorado. - Os usuários apreciam a **visibilidade e o rastreamento** que o DocSend oferece, aprimorando seus processos de compartilhamento de documentos e tomada de decisões. - Os usuários valorizam as **análises em tempo real e as opções de compartilhamento profissional** do DocSend, aprimorando o compartilhamento de conteúdo e a colaboração. - Os usuários valorizam a **segurança de primeira linha** do DocSend, garantindo o compartilhamento seguro de documentos com insights detalhados de engajamento. - Os usuários valorizam o **compartilhamento fácil** do DocSend, obtendo insights e controle sobre o engajamento de documentos de maneira profissional. ##### Cons - Os usuários destacam o **alto preço** do DocSend, tornando-o menos acessível para aqueles que gerenciam vários clientes. - Os usuários enfrentam desafios com **funcionalidade limitada do aplicativo** , incluindo carregamento lento, problemas de integração e preocupações com a otimização para dispositivos móveis. - Os usuários expressam frustração com a **falta de recursos** no DocSend, especialmente em relação à análise e otimização móvel para equipes menores. - Os usuários observam a necessidade de mais **personalização flexível** no DocSend para melhor atender aos processos dinâmicos de marketing e colaboração. - Os usuários expressam **preocupações com os preços** em relação ao DocSend, observando mudanças frequentes e altos custos para múltiplos assentos de usuário. #### What Are Recent G2 Reviews of DocSend? **["Eu não esperava que a análise de documentos fosse tão útil."](https://www.g2.com/pt/survey_responses/docsend-review-13061841)** **Rating:** 5.0/5.0 stars _— Yaroslav B._ [Read full review](https://www.g2.com/pt/survey_responses/docsend-review-13061841) **["Docsend torna o compartilhamento seguro de documentos simples com insights úteis de visualização"](https://www.g2.com/pt/survey_responses/docsend-review-13060862)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/pt/survey_responses/docsend-review-13060862) #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/pt/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/pt/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/pt/discussions/what-is-docsend) - ‹ Prev‹ Prev - 1 - [2](/categories/proposal/enterprise?open_modal_url=%2Fproducts%2Fupland-qvidian%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%252Fenterprise%26source%3Dcategory&order=g2_score&page=2#product-list) - [Next ›Next ›](/categories/proposal/enterprise?open_modal_url=%2Fproducts%2Fupland-qvidian%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fproposal%252Fenterprise%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [CRM Software](https://www.g2.com/categories/crm) [Digital Experience Platforms (DXP)](https://www.g2.com/categories/digital-experience-platforms-dxp) [Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management) [SMS Marketing Software](https://www.g2.com/categories/sms-marketing) [Sales Enablement Software](https://www.g2.com/categories/sales-enablement) Similar Categories - [CPQ](/categories/cpq) - [Pricing](/categories/pricing) - [Quote-to-Cash](/categories/quote-to-cash) - [Visual Configuration](/categories/visual-configuration) [Browse Proposal Themes](/categories/proposal/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated Products classified in the overall Proposal category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Proposal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Proposal category. In addition to qualifying for inclusion in the Proposal Software category, to qualify for inclusion in the Enterprise Business Proposal Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. Top Tools at a Glance | | Fast, template-driven proposals | User Review "PandaDoc gives marketing control without slowing sales down" | | | Proposal delivery with sales engagement | User Review "GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot" | | | High-volume RFP and questionnaire responses | User Review "Effortless RFP Management, Clean and Simple Interface" | | | Complex configuration and pricing proposals | User Review "Really Solid Tool to Simplify Quoting Process and Handle Highly Flexible Deal Structures" | | | Interactive, web-style proposals | User Review "User-Friendly, Time-Saving Quotes with Live Updates in Qwilr" | | | Services proposals with recurring pricing | User Review "Intuitive Proposals with Fast Setup and Built-In Invoicing" | | | Proposal-to-billing automation for service firms | User Review "Streamlined Proposals & Invoicing with Ease" | | | All-in-one proposal + CPQ automation | User Review "Clean dealroom user experience, with class leading onboarding covering a technically clunky product" | | | Centralized RFP content management | User Review "Reliable RFP platform with strong collaboration, but AI and content management still need work" | * * * Show More * * * ## 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.