Cost Estimating Software

what I dislike most is that some useful features are locked behind higher-priced plans, which can feel expensive for a small business. The editor can also be a little slow or clunky at times when making specific formatting changes. I’d also like to see more seamless integrations with other tools we use, and more useful AI features built into the document creation process. The onboarding was fairly straightforward, but having more accessible support and guidance when learning some of the advanced features would make the experience better. Review collected by and hosted on G2.com.

Before PandaDoc, sending proposals and contracts felt like a lot of unnecessary back and forth. Now we can put everything together, send it, see when a client has viewed it, and get signatures all in one place. It saves us time, keeps things organized, and honestly just makes the whole process feel more professional for our clients. Review collected by and hosted on G2.com.

It's operationally clunky, there's a lot of formula steps needed, and multiple places to look for the same thing. The api connectivity is limited and requires a separate playbook which doubles your implementation and maintenance overhead.

Whilst is has fully built versioning, there's no real diff tooling, and I would considerably prefer to have this handled in git so that you can use coding ai tools to build quickly and reliably rather than having to create everything via the UI. It also means finding exactly where particular updates/downstream impacts live is a tedious manual activity. Review collected by and hosted on G2.com.

It's acting as a functional replacement for salesforceCPQ, and providing us with dealrooms, as well as cleaning up our product bundling and allowing us to scale as we move forward. Review collected by and hosted on G2.com.

The thing i dislike is the initial setup and onboarding process that is complex. Achieving ROI can become very hard and take time to see that and the AI features only provide better value after data and processes are well established. Review collected by and hosted on G2.com.

This solves the challenges around quoting, and revenue processes that are difficult to handle manually or across disconnected systems. It brings control to revenue workflow by centralizing approval and revenue data. Review collected by and hosted on G2.com.

The Sales team promised that the large cart limitations would be resolved in the near future, but those limitations are still present and stopping us to close large deals on time. Review collected by and hosted on G2.com.

Because of the help we got from Conga CPQ sales team we were able to choose a perfect product with necessary customizations on top of it for our end user. Sales team also trained our internal users with their CPQ knowledge making our team better at Conga CPQ. We utilize it for Quoting large carts for our important clients. Review collected by and hosted on G2.com.

Procore centralizes project documents, RFIs, submittals, WIRs, and communication in one platform. It improves traceability, collaboration, and makes it easier to track the status of project documents.”

Dislike:

The platform can sometimes be slow or require too many steps to complete simple tasks. It also takes time for new users to become familiar with the system, and a stable internet connection is important for efficient use. Review collected by and hosted on G2.com.

Procore solves the problem of scattered project information and communication by bringing RFIs, submittals, WIRs, drawings, and documents into one centralized platform. It helps me track submissions and responses more easily, maintain a clear record of project communication, and reduce the risk of missing or losing important information. This improves coordination, accountability, and overall efficiency. Review collected by and hosted on G2.com.

Getting comfortable with all the available functions takes some time. In a few places, the interface could be a bit more intuitive, especially for new users who are still learning their way around. Smaller teams may also want to consider whether they’ll use enough of the functionality on offer to justify the overall cost. Review collected by and hosted on G2.com.

Methvin is a practical option for teams that want clearer visibility across estimating and project delivery. It cuts down on some of the manual effort involved in cost management and offers helpful tools for keeping projects organized and on track. The learning curve feels manageable, and the platform’s value is strongest when it’s used for more than estimating alone. Review collected by and hosted on G2.com.

The only downside is on more complicated jobs the system tends to be all over the place. Breaking down complex projects with multiple SOWs resolves a lot of this, but you have to be very watchful of it's pricing as sometimes it can come in very high or very low. Review collected by and hosted on G2.com.

Building out estimates and materials lists with a direct export options to CSV so I can directly import them into our CRM is a huge timesaver. Review collected by and hosted on G2.com.

One area where Fynite could improve is by offering deeper integrations with creative production, media review, and asset management tools commonly used in trailer and entertainment marketing workflows. During fast-paced campaign cycles with multiple rounds of client feedback and revisions, switching between external review platforms and collaboration spaces can occasionally slow down the creative process. Review collected by and hosted on G2.com.

Fynite has been an incredibly useful collaboration platform for our creative workflow at Jump Cut. As a trailer and print agency working across film campaigns, creative reviews, client feedback, and fast-moving production timelines, keeping ideas, revisions, and decisions organized is essential. Fynite helped our team centralize communication, creative discussions, and project updates in one workspace, making collaboration across editors, designers, producers, and creative leads far more efficient. Review collected by and hosted on G2.com.

We see a lot of "one-off" issues that can't be easily explained, even by our internal Pricefx support person. For example, one quote recently pulled an approver into the Workflow that left the company 3 years ago and whose account had been deactivated since then. Sometimes quotes cannot be Submitted, and there is no error message. One User (Approver) has complained that the Field Names change on random quotes that make no sense at all. E.g., instead of Requested Price it might read "Umbrella" or something that clearly makes no sense. We typically need to ignore these one-offs as we can't afford to spend valuable time troubleshooting issues that may not surface again. Review collected by and hosted on G2.com.

Response time to our global Sales Team has improved significantly, thereby improving the turnaround timer for customer price quotes and orders. Data storage allows us to download and compile various reports on customers, products, sales, etc. quickly. Review collected by and hosted on G2.com.

What I dislike about Autodesk Forma is that it can feel overwhelming at times because the platform has many tools, features, and workflows built into one system. For new users, there can be a learning curve, especially when trying to understand where certain information is stored or how different modules connect with each other. Some processes may also take extra clicks compared to a simpler tool, and performance can sometimes depend on internet connectivity or how large the project files are. That said, these challenges are manageable once the team becomes familiar with the platform and sets up clear project standards. Overall, the benefits are strong, but the user experience could be improved with simpler navigation, faster loading, and more intuitive workflows for everyday tasks. Review collected by and hosted on G2.com.

Autodesk Forma is solving several common problems in construction project management, especially around disconnected information, communication gaps, document control, coordination, and visibility. It helps bring drawings, models, RFIs, submittals, issues, photos, schedules, and project communication into one connected platform, which reduces the need to search through emails, shared folders, or multiple separate systems. This benefits me by making it easier to access the latest information, track project status, coordinate with different stakeholders, and make decisions with more confidence. It also helps reduce the risk of working from outdated drawings, improves accountability by clearly assigning and tracking action items, and supports better collaboration between office and field teams. Overall, it saves time, keeps the project more organized, improves transparency, and helps the team manage day-to-day work more efficiently from planning through execution. Review collected by and hosted on G2.com.

At this stage, I have not identified any major negative points in my use of GetAccept. The tool fully meets my daily needs, and the features offered, particularly around Deal Rooms, are both intuitive and effective. So far, my experience has been very positive. Review collected by and hosted on G2.com.

GetAccept primarily solves a time-related problem with post-meeting follow-ups. It allows me to quickly share clear and structured reports with my clients, which improves my responsiveness, streamlines communication, and saves me valuable time on a daily basis. Review collected by and hosted on G2.com.

For very complex or highly customized projects, the initial setup of templates and pricing logic can take some time. However, even this setup process is still faster and simpler than in most alternative tools we’ve tried. We would also appreciate more built-in analytics to track proposal performance. That said, once everything is configured, daily use is smooth and efficient. Review collected by and hosted on G2.com.

Before Apropo, proposals were created manually in documents and spreadsheets, which was slow and error-prone. Now we can generate consistent, detailed offers much faster, even for complex projects with multiple modules or phases. It also helps standardize pricing across the organization and makes collaboration between sales, delivery, and management much easier. We can respond to clients quickly, maintain a professional image, and avoid pricing mistakes. Overall, it shortens the sales cycle and frees up time for actual client work. Review collected by and hosted on G2.com.

Honestly, there’s nothing I dislike about Qwilr. It’s worked really well for me so far, and I’ve had a consistently positive experience using it.

The main thing I’d love to see improved is the ability to convert live documents to PDF without the formatting looking all over the place. Right now, because it doesn’t pick up the Google Maps link, it leaves a huge gap in the PDF. It would be great if the PDF could either include a screenshot of the map, or automatically have the text move up to fill that blank space. Review collected by and hosted on G2.com.

Qwilr is solving the problem of creating quotes quickly for my clients, which saves me a lot of time. It also gives better price breakdowns and lets my clients interact with their own quotes, increasing or decreasing the number of units or ticking and unticking items themselves. This means I don't have to manually make these changes every time a client needs something adjusted. Review collected by and hosted on G2.com.

I can't ask Siri to have QuoteWerks send a quote to my customer for a workstation that's in stock, has an Intel Core i5 CPU, 16GB RAM, and a 512GB SSD while driving to my next service call. Yet. Review collected by and hosted on G2.com.

Time is money. QuoteWorks saves me time. Review collected by and hosted on G2.com.

There are many steps to verifying your business and setting up payment processing. If you have to change a bank account, you have to go through verification again. Review collected by and hosted on G2.com.

I just started a business and was spinning in circles setting up a process to write customer agreements and collect payments. Anchor has both electronic agreements and payment processing integrated so I could put the services right in the proposal, and set how they should be billed. The customer can add their payment method right to the agreement and pay the invoice immediately. I love that in just a few minutes I had monthly invoices set up and I don't have to manage invoices moving forward. Review collected by and hosted on G2.com.

The trainings, I would find more value if there were industry related trainings on conducting takeoffs, building assemblies, and estimates. The cost is slightly high and would find more value if we were able to pay for a license that covered multiple users. Another pain/dislike is the linear with drop feature specifically when your ending your measurement the double click adds the drop and when you try to correct it most of the time you will delete the entire measurement and have to start over. Very frustrating. Review collected by and hosted on G2.com.

Time management is the major problem being solved. With the features this program has I am able to preform multiple takeoffs in a day. Adding the Estimating feature is a time saver as well. Review collected by and hosted on G2.com.

Sales team can be aggressive when pushing new solutions. Review collected by and hosted on G2.com.

Take the time to ask questions and help them understand your business and business needs with pricing. The time spent setting up the solution with the solutions architect is well worth the time. Attend training and get a few super users up to speed. Data cleanliness prior to starting work helps as the loading schema for data is fairly rigid (that's a good thing though). Review collected by and hosted on G2.com.

Price consistency and real time price availability. Decreased time for speed to quote. Having the ability to have multiple pricing types as the business needs dictate has been helpful compared to the legacy pricing systems used. Review collected by and hosted on G2.com.

Sometimes Iris produces responses that sound overly robotic, though this can be mitigated by using custom instructions. Additionally, it tends to aggregate multiple responses rather than selecting a single, relevant answer from previous RFPs that directly addresses the requirement. Review collected by and hosted on G2.com.

I use Iris for RFP responses as it retrieves accurate past data to formulate new answers without fabricating information, unlike previous tools. Review collected by and hosted on G2.com.

What I dislike most about EZLynx is its limited ability to integrate with other technologies. For an agency management system, it can be surprisingly difficult to access data or connect external tools, and I often end up relying on manual workarounds or custom processes that really shouldn’t be necessary. Review collected by and hosted on G2.com.

EZLynx provides us with a centralized system to manage client and policy information across multiple locations. The reporting tools help us see what’s happening throughout the agency, spot trends, track retention and production, and make more informed operational decisions. Carrier downloads, task management, and automated workflows also support more consistent processes and follow-through across the entire team. Review collected by and hosted on G2.com.

Previous Response: We just launched and we love it so far. I have nothing negative to say about this platform. It really expand your capabilities in more ways than just order entry. Review collected by and hosted on G2.com.

We use Experlogix as a product configuration tool, it helped me to be more organized at work. It helps us manage and store products that the company has and from sending quotes to delivery. Review collected by and hosted on G2.com.