Quotation System Software

Hoping we can get our pricing matrix be able to sync on the backend dynamically. Our SA is aware. Review collected by and hosted on G2.com.

Our experience implementing DealHub has been nothing short of exceptional. From day one, the onboarding process was seamless thanks to our CSM, Netalie, and our Solutions Architect, Guy. Their support truly made the difference — we would have been completely lost without them.

Every configuration call was productive, patient, and collaborative. They didn’t just execute requirements; they partnered with us, helping brainstorm solutions and guide us toward best practices. That level of engagement made a complex implementation feel manageable and even enjoyable.

Before DealHub, our quoting process was extremely painful and manual. Now, we have a CPQ tool that brings real ease of use for our AEs and AMs, while also giving our Legal, Billing, RevOps, and Finance teams confidence that everything is being created correctly. The built-in logic, guardrails, and pre-approved language have been a game changer.

DealHub has not only improved efficiency but also reduced risk and increased alignment across teams. Highly recommend for any organization looking to scale their deal process with confidence. Review collected by and hosted on G2.com.

There is an extra row that appears on our proposal when building that I always have to delete. Review collected by and hosted on G2.com.

PandaDoc gives me freedom to tailor each proposal and is user-friendly. I like accessing existing tables, showing and hiding items for editing, and the library for additional info. 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.

Honestly, there’s not much I dislike about GetAccept. Overall it has worked well for our needs and has been easy to use. If I had to mention something, there are occasional small usability things that could be improved to make certain workflows a bit faster, but nothing that has had a major impact on our experience. Review collected by and hosted on G2.com.

GetAccept helps us simplify and speed up the document signing process. Instead of sending documents back and forth manually, everything is handled in one platform, which makes it easier to keep track of documents, signatures, and customer activity. It has reduced a lot of administrative work, improved turnaround times, and made the experience smoother for both our team and our customers. The tracking and notifications are also helpful because they make follow-ups more efficient and give better visibility into where things are in the process. 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.

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.

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.

I’ve noticed that the real-time syncing with Salesforce could be tighter, especially during the quoting phase. Right now, the deal amount in Salesforce doesn’t update until the proposal is actually accepted, which can make our near-term forecasting a bit less accurate than we’d like. Review collected by and hosted on G2.com.

It’s been effective at standardizing our entire outreach process, so every partner gets a high-quality, professional experience no matter who on our team sends it. The built-in tracking also takes the guesswork out of whether a proposal was viewed, which helps us time our follow-ups more accurately. Review collected by and hosted on G2.com.

a more customizable proposal so that my brand and the particular sections I want are included. It'd be nice to just build a document with my logo and even font. I'd like to have an intro, maybe a section where there are different levels and the client can select what services they want, then pop in with timeline to get started, terms and conditions, etc. Some steps can be a little confusing as far as editing services or editing agreements and ensuring the agreement is signed but then billing can start immediately or at a certain date. Review collected by and hosted on G2.com.

I use Anchor to consolidate proposals, agreements, and payments all in one place, simplifying the tracking of scope, billing, and terms. Review collected by and hosted on G2.com.

Nothing, so far its been great! Review collected by and hosted on G2.com.

I use Iris to streamline and enhance collaboration in the RFP process. It provides a single source of truth with centralized "approved answers" that update easily and improve with each use, avoiding repeated manual answers. Assigning tasks is in one place, simplifying what was manual work. 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.

While it's a good system once you know how to use it, the learning curve can be a bit steep when trying to train new IT admins on how to make updates. I also don't like that I have to make sure I have no users logged in when I want to push new updates. Review collected by and hosted on G2.com.

Speeds up my sales reps time it takes to quote something Review collected by and hosted on G2.com.

Sometimes projects include repetitive questions. To maintain consistency throughout our response, I wish it could have an Ctrl + F like feature inside the platform to find content easier.

I also don't like the layout formats it offers me, I always have to manually refine them outside the platform. I understand it's a tool for answering RFPs and not formatting them, but it could be a nice implementation. Review collected by and hosted on G2.com.

We save a lot of time: Lately we've been receiving a large amount of RFPs and our team's performance and collaboration with other teams excel thanks to how prompt we answer thanks to the platform's AI and its access to our Content Library. 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.

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 cost :-)

They say that you get what you pay for, but I would like the pricing to be a bit more affordable Review collected by and hosted on G2.com.

Helping with compliance and getting my invoices paid 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.

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.

What I dislike about ServiceNow CPQ is that initial configuration can be complex, especially when setting up pricing rules and product catalogs. It may require technical knowledge or support from the platform team. Also, for smaller organizations, it can feel a bit heavy due to its enterprise level structure. Review collected by and hosted on G2.com.

ServiceNow CPQ solves the problem of slow and error prone manual quoting processes. It automates product configuration, pricing calculations, and approvals, which reduces delays and inconsistencies in generating quotes. For me, it helps speed up the sales workflow, improves accuracy in pricing, and ensures a smoother transition from opportunity to order. Overall, it reduces manual dependency and increases efficiency across the sales process. Review collected by and hosted on G2.com.