Quotation System Software

Can't figure out how to turn off expiration date. They unnecessarily gatekeep some features for Enterprise plans. Price has definitely gone up over the years. Review collected by and hosted on G2.com.

PandaDoc has streamlined our entire proposal and contract workflow. What used to take hours of PDF editing and chasing signatures now takes minutes, and everything looks consistently branded and professional. It saves me time, speeds up client approvals, and makes our video production company look as polished as the work we deliver. Review collected by and hosted on G2.com.

Modular Packaging and Unbundled Pricing

While ARM is a powerhouse, enterprise adoption would accelerate significantly if the suite were more modular. Not every customer requires the entire quote-to-revenue lifecycle on day one. Offering decoupled, capability-based licensing (allowing teams to adopt and pay for specific modules like catalog modeling or billing independently) would lower the barrier to entry for mid-market clients and simplify phased enterprise rollouts.

Implementation Tooling for Legacy Data Transitions

Migrating enterprise clients from fragmented billing mechanisms or legacy CPQ setups into ARM remains heavily manual. Providing more robust, native data transformation and migration accelerators (specifically for in-flight contracts, mid-cycle amendments, and complex billing schedules) would remove friction during large-scale replatforming initiatives. Review collected by and hosted on G2.com.

Catalog Fragmentation and SKU Sprawl: Traditional quote-to-cash engines require creating duplicate catalog entries for every product variation, term, or tier. ARM solves this by decoupling offerings through attribute-based modeling, preventing catalog bloat.

Siloed Multi-Model Monetization: Organizations juggling one-time sales, recurring subscriptions, and consumption-based usage typically maintain disparate engines. ARM unifies these monetization motions within a single transaction pipeline.

Brittle Handoffs from Quote to Order and Billing: Disconnects between front-office quoting and back-office order generation often result in revenue leakage, billing disputes, and heavy custom middleware. ARM provides a shared data architecture across the entire revenue lifecycle.

Configurability vs. Usability Tradeoffs: Highly customized CPQ and billing tools often degrade user adoption due to interface latency and convoluted rules. ARM delivers granular enterprise flexibility while keeping administration and quoting flows clean and manageable. 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.

Performance with large datasets in shopping cart Review collected by and hosted on G2.com.

Conga helps us automate and manage the entire contract lifecycle, from deal creation and pricing approvals to document generation, negotiation, e-signatures, and post-execution management. It reduces manual effort, improves compliance, increases visibility into contract status, and keeps sales, legal, finance, and operations aligned through a single process. Without a CLM platform, contracts tend to live in email chains, shared drives, spreadsheets, and someone's memory which is usually the most dangerous database in the company. 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.

One area where I'd like to see more progress is AI/Intelligence. Right now it feels like a straightforward quoting tool rather than something that's actively working for me, I'd love to see it start suggesting the right saved blocks or line items based on past quotes, flagging pricing anomalies, or even helping draft follow-up messaging to clients. Competitors are starting to lean into this, and it feels like it's an area where the tool is falling a bit behind the curve.

Integrations are the other gap for me. We rely heavily on HubSpot for our CRM and quote/deal tracking, and Microsoft 365 (Outlook, Teams) for client communication, so having no native connection between the quoting tool and either of those means a lot of manual re-entry and duplicate admin. A two-way sync with HubSpot deals/contacts, and something like an Outlook or Teams add-in, would make it a genuinely joined-up part of our sales process rather than a standalone step. Review collected by and hosted on G2.com.

Qwilr is solving the problem of quotes being slow to build, inconsistent, and disconnected from the actual sales conversation. Before, putting together a quote across a range of products meant starting largely from scratch each time, which was time-consuming and left room for inconsistency between quotes. With saved blocks for each product, that's now standardised, I can pull together an accurate, on-brand quote in a fraction of the time.

It's also solved the problem of quotes being a one-way, static document that clients read (or don't) on their own. The presentation style and selectable line items mean I can get on a Teams call with a client and walk through the quote together, adjusting line items live and answering questions as they come up, rather than emailing something over and hoping it lands. That's made the sales process feel far more collaborative and has cut down on the back-and-forth of revised quotes going out afterwards.

The main benefit is time saved and a more professional, consistent client experience, though as I've mentioned, there's still room for it to do more, particularly around AI-driven suggestions and native integrations with tools like HubSpot and Microsoft 365, which would close the loop even further. Review collected by and hosted on G2.com.

No major concerns at this time. The team has been responsive to feedback and continues to improve the platform and processes. Review collected by and hosted on G2.com.

Expedite Commerce is helping us streamline and automate Salesforce processes that were previously manual and time-consuming. Their solutions have improved data quality, reduced administrative effort, enhanced the user experience, and increased overall operational efficiency. This has helped our teams work more effectively while minimizing downstream onboarding and billing issues. 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.

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.

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.

Honestly, there is nothing I dislike about Anchor. I needed a bulk proposal feature and they were able to send me a spreadsheet tailored to my needs with instructions and they would take care of uploading it and adding all the proposals to our account. Review collected by and hosted on G2.com.

Our last platform was disjointed, with Anchor we can see everything all in one place and get a great visual representation of where we are at. We also save a lot of time using the bulk features and the templates. Review collected by and hosted on G2.com.

Honestly nothing, maybe that I spent so long looking for a good provider before I landed on Sequence! Review collected by and hosted on G2.com.

Before Sequence we didn't have a proper way to build, send and sign commercial quotes - it lived across documents and manual work. Now quoting, pricing and e-signature sit in one tool, the signed quote flows straight into the billing schedule, and there's approval routing we can turn on as the team grows. It means the sales team can move on a deal without waiting on someone to assemble the paperwork by hand. 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.

Not necessarily an Iris problem but RFPs are not a fun process. Managing the latest and greatest documentation about our own product functionality or info-sec credentials can be a tedious process. Review collected by and hosted on G2.com.

Several! Our answers to RFPs in Iris are solid, the speed at which we can complete RFPs is incredible, and the ability to manage the overall process in Iris has made our team much more organized. It's also fun to be able to assess whether or not we should entertain an RFP, even if our leadership team is pushing for a response. Review collected by and hosted on G2.com.

URL deactivations when a site is slow or not responding and having to manually reactivate. Review collected by and hosted on G2.com.

As a distributor it helps us identify retailers who have not adjusted RRP prices in line with any price increases or removed products that are discontinued. Review collected by and hosted on G2.com.

The number of requirements some customers have within their RFPs. Review collected by and hosted on G2.com.

Ombud makes completing RFP requirements super easy and efiecent and enables an AI driven approach and the ability to build and evolve a library to support further RFP submission in the future. Review collected by and hosted on G2.com.

There are times when the system feels a bit heavier than I expect especially when I want to make a quick adjustment. Some settings take time to fully understand and I have to slow down to avoid mistakes. Reporting could also feel clearer because I sometimes sense progress emotionally but have to work harder to see it reflected in simple numbers. When I am already under pressure that extra effort can feel tiring and breaks the flow. Review collected by and hosted on G2.com.

I use BlueSnap Accounts Receivable Automation to automate invoicing and payment follow-ups, relieving stress from manual chasing. It organizes my payment process, giving me control and reducing anxiety of missed payments, creating a predictable cash flow. 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.

There's nothing I dislike about Quicklizard. However, there are some minor weaknesses that have been raised from my users, the most important of which is that it can be difficult to monitor our price position vs. defined competitors. There is some friction in the organization where users want avoid automated pricing since they use unaccepted price recommendations as a signal of a delta between us and a competitor whereas the pricing team want to avoid unaccepted price recommendations as these are not very diagnostic (i.e., we cannot know whether a recommendation has not been accepted because it has not yet been seen, or because the user disagrees with the recommended price). Maybe it would be possible to launch a seen/not yet seen function for recommendations?

Sometimes updates are shipped without informing about it beforehand. Usually, these are restricted to UI and therefore not a big deal. For example, recently we received a family relations widget that was promptly removed from our account a day or so afterwards. Review collected by and hosted on G2.com.

Quicklizard has:

(1) allowed us to have a more coherent pricing strategy.

(2) quickly respond to changes in the market by adjusting setups and strategies owing to the very flexible and robust logic of the system

(3) reduce manpower

(4) implement custom solutions to fit our business needs

(5) centralize strategic direction, decentralize pricing decisions of individual products Review collected by and hosted on G2.com.

I would certainly like to see some sort of broadcast email functionality built-in, including support for newsletters. That would put the platform over the top. Review collected by and hosted on G2.com.

It's truly my one-stop contact management tool, allowing me to utilize a single CRM for multiple business lines. Review collected by and hosted on G2.com.