Quotation System Software

One thing I dislike about DealHub.io is that it can be a little confusing for new users at first. Some features take time to understand, so it would be better if the interface was more beginner-friendly. Review collected by and hosted on G2.com.

DealHub.io solves the problem of managing sales deals and documents in different places. It brings everything like pricing, proposals, and approvals into one platform. This benefits me by saving time, keeping everything organized, and making the sales process faster and easier.” Review collected by and hosted on G2.com.

I wish there was an easier/more direct way to download the signed document to my computer. I typically have to refresh the page to get the 'download' icon to appear. This should appear after the signature is received. For me, the initial setup was a little challenging, but that’s because I wasn’t added to the correct team (user error). Review collected by and hosted on G2.com.

PandaDoc eliminates the need for in-person visits for contract finalization, making it easy for customers to use with minimal assistance, and it speeds up the workflow with features like auto-fill and virtual signatures. Review collected by and hosted on G2.com.

What I dislike about Salesforce Revenue Cloud is that it can be quite complex and not very beginner-friendly. The initial setup and customization often require technical expertise, which can take time and resources. Also, it can be expensive, especially for smaller teams, and sometimes the interface feels a bit overwhelming due to the number of features available. Review collected by and hosted on G2.com.

Salesforce Revenue Cloud helps solve the challenge of managing complex pricing, quoting, and billing processes in one system. Earlier, these tasks were often handled manually or across different tools, which led to errors and delays. With Revenue Cloud, everything is automated and streamlined, making the process faster and more accurate. This has helped improve efficiency, reduce mistakes, and speed up deal closures, ultimately benefiting both our team and customers. 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.

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PROS makes contracting easy, integrates fully with Salesforce CRM, and simplifies sales management. It speeds up our process, and we can modify quotes and extract data seamlessly. 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.

Not necessarily a dislike, but it would be a nice-to-have to be able to implement more of our brand guidelines in Qwilr. For example, we shouldn’t use rounded-corner boxes and would prefer straight-cut corners. Like I said, this isn’t the end of the world, but it would look better for us. Review collected by and hosted on G2.com.

Only a few minor issues: the tokens stop working every now and then, but it’s usually solved by deleting the integration in HubSpot and then re-integrating it. Another issue is that one of our team members is unable to use Qwilr at all. We do have the work instructions to follow to fix this, but the sales manager has been too busy to find the time to sort it out.

Qwilr always fixes these issues (that we have had so far), and you are super speedy at helping us. We really appreciate it. Review collected by and hosted on G2.com.

The only thing I’m not a huge fan of is the default email reminders, and the fact that I can’t personalize them. Review collected by and hosted on G2.com.

Anchor is solving the problem of messy, time-consuming billing and payment collection by making the entire process simple and streamlined — for both me and my clients. It keeps everything organized in one place, makes it easy for clients to view and pay, and reduces back-and-forth or confusion. For me, that means I’m spending less time chasing payments or managing invoicing details and more time focusing on my actual client work. It’s helped me run my business more efficiently, feel more confident in my process, and it creates a smoother, more professional experience for the clients I serve. Review collected by and hosted on G2.com.

Analytics still needs to mature. We want clearer visibility into what content is actually influencing wins. Also, there’s an initial hesitation trusting AI for large, high-value bids, but the confidence scoring helps teams know where to review more closely. Review collected by and hosted on G2.com.

Our biggest constraint used to be bandwidth there are only so many bids a team can handle without compromising quality. Inventive removes that ceiling. We’re able to pursue more opportunities in parallel while keeping submissions sharp and consistent. That has a direct impact on pipeline conversion and overall revenue. Review collected by and hosted on G2.com.

Our experience has been excellent; we have not faced any issues or problems. This tool has become the primary development resource for our technical department. It has significantly enhanced our workflow and helped us reduce the time required for order processing. Review collected by and hosted on G2.com.

This software ensures error-free configurations, coordinates sales with engineering, and reduces responses time to quote requests and delivery times, resulting in greater efficiency, a better customer experience, and greater sales accuracy. Review collected by and hosted on G2.com.

I believe the product-based configuration is one area where Pricefx needs to evolve. Especially when building a new-to-the-world solution, it should build up its capabilities and be equally performant. Additionally, we faced challenges with the skill set available in the market. It was a bit challenging to find Pricefx skill sets that can support us, which means we are mostly dependent on one or two specific vendors. Review collected by and hosted on G2.com.

Pricefx helps streamline our processes and provides real-time data during negotiations, showcasing the right price bands and target prices. It fits our pricing engine needs, integrating flawlessly with other tools like Salesforce and SAP for a cohesive commercial experience. Review collected by and hosted on G2.com.

Nothing that I can think of! Review collected by and hosted on G2.com.

I use Iris to quickly respond to security questionnaires. It helps fill out these questionnaires efficiently by making it easy to import and auto-annotate sections. I like the auto analyze AI tool and exporting features which streamline this process. I also enjoy using the Chrome extension for one-off questions. Review collected by and hosted on G2.com.

Not much to dislike. After a while trying to understand and learn the platform, there is not much to change. Review collected by and hosted on G2.com.

Prisync helps us solve one of the biggest challenges in e-commerce: keeping prices competitive while protecting margins.

Before using Prisync, monitoring competitor prices required manual checks across many websites, which was time-consuming and inconsistent. Now we automatically track competitor pricing and receive alerts when prices change.

The automated pricing rules allow us to stay competitive without constantly adjusting prices manually. This helps us react faster to market changes, maintain better price positioning, and avoid losing sales due to outdated pricing.

Overall, Prisync reduces operational workload, improves pricing strategy, and helps us stay competitive in a dynamic online market. Review collected by and hosted on G2.com.

At times, configuring certain settings can be complex. However, whenever you encounter an issue or need clarification, the support team is responsive and provides clear, effective assistance. Review collected by and hosted on G2.com.

I use Price2Spy to automatically link our pricing to competitors, match their prices, and strategically position ourselves below them—while ensuring we never drop below our cost price. It allows us to stay consistently competitive in the market and offers the option for full automation. Review collected by and hosted on G2.com.

Some users have found the approval process setup to be a bit rigid at times, especially when dealing with custom workflows. It would be nice to have more flexibility when creating unique contract approval scenarios. Review collected by and hosted on G2.com.

Prior to fynk, it was almost impossible for our team to monitor contracts approvals. Frequently we had to run people down for status or approval, causing hold-ups. Now the real-time approvals status in fynk means we can easily see if there are any backlogged ebooks and do something about it. It has played a role in speeding up our contract closure, increase productivity & minimize administrative overhead on our team. Review collected by and hosted on G2.com.

One of the less positive aspects I have noticed is that the platform can be somewhat complex at first, especially if you need to configure integrations with other accounting systems or CRMs. It takes time to master all the advanced features and ensure that data flows correctly between platforms. If not configured carefully, there is a risk of inconsistencies in client or pricing information, which could complicate reporting or audits. Review collected by and hosted on G2.com.

QuoteWerks has transformed the way I handle quotes and proposals, optimizing my productivity and ensuring greater accuracy in all accounting processes related to sales and clients. It is an investment that truly pays off in terms of the accounting department's efficiency and organization. Review collected by and hosted on G2.com.

There can be a bit of a learning curve upfront (especially for personnel who don't use the tool on a daily basis) when setting up and organizing content to get the most value out of the platform. That said, their support team is world class and is very "responsive" and helpful - they do a great job of quickly addressing questions and helping you optimize how you use the tool. Review collected by and hosted on G2.com.

Before Response, every part of the proposal process was manual. Now, Responsive helps automate and streamline the response process, making it much easier to manage large volumes with lots of disparate requirements. By centralizing reusable content and enabling quick search and retrieval, it allows our team to respond more efficiently without sacrificing quality. As a result, a relatively small team is able to support a higher volume of bids while also delivering more consistent and polished responses. Review collected by and hosted on G2.com.

There are a few areas that could be improved. The action plan and task overview can get confusing, especially for staff on mobile who struggle to see just their own tasks across multiple projects. I’d really like a simpler way for each user to see only their assigned to-dos, ideally in a consolidated view. Switching between different accounts and rooms can also be a hassle, and sometimes technical issues like login access or room ownership get in the way. The AI tool is promising, but I still need to review and tweak a lot of what it generates. Review collected by and hosted on G2.com.

Clear and obvious contact with the customer. I can see what they are looking for. I can respond directly in chat in the program, and I get faster confirmation and also faster payment because everything is set up. Nobody can complain about what we have agreed on. Review collected by and hosted on G2.com.

So there's some upfront effort in setting it up properly, but the payoff is absolutely worth it. Review collected by and hosted on G2.com.

I use Ignition for proposals, billing, and client onboarding, making the whole process seamless and professional. It integrates with my tools without replacing them, reducing manual admin and saving time while enhancing professionalism and consistency. Review collected by and hosted on G2.com.

Nothing at all. We were worried in the beginning that the adoption across our org might become a problem. But since the ease of use, it was a positive!! Integrated quickly with all of our tools, we use it every day. Nothing to complain yet. Review collected by and hosted on G2.com.

It helps us to build business cases much faster than before. Review collected by and hosted on G2.com.