Quotation System 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.

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.

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.

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.

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.

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.

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.

The difficulty of importing excel spreadsheets when they are very complex as it is difficult to set up the fields and it is done with some order. That order is not very easy to understand so some guidance and more step by step would be a great help

Also sometimes the system is slow, for example in the content library when copy and paste contents into the search box, the system needs to load first and when reloaded you loose what you inserted first and you need to repeat your action. Review collected by and hosted on G2.com.

AI tool, Ask Me, and the filters such as refine and make concise are extremely helpful Review collected by and hosted on G2.com.

The analytics could be improved. In some cases, answers feel over-cited for a small number of questions. The leaders’ dashboard could also be improved a little. Review collected by and hosted on G2.com.

We previously managed RFP responses using a mix of spreadsheets and an older process that couldn’t make it through our internal IT review. Inventive gave us a working Knowledge Hub for reporting, security, and continuity content, along with review-cycle reminders on individual documents. That helps ensure stale SOC 2 or other compliance docs don’t quietly stay in circulation, which is especially important for a KYC company like ours. Review collected by and hosted on G2.com.