Quotation System Software

navigating large proposals or managing multiple integrations sometimes feels a bit cumbersome, which can slow down the process until you’re fully accustomed to the platform. Review collected by and hosted on G2.com.

DealHub.io solves the problem of manual, fragmented sales processes by centralizing quoting, proposal, and contract management in one platform. This benefits me by reducing errors, saving time, and ensuring consistency across deals. The guided selling and CPQ (Configure, Price, Quote) features help me create accurate quotes quickly, collaborate efficiently with internal teams, and close deals faster, ultimately improving productivity and overall sales performance. Review collected by and hosted on G2.com.

There is not much I dislike about PandaDoc. The only thing I would mention is that a few features could be a bit easier to find like content library. Review collected by and hosted on G2.com.

PandaDoc is solving the problem of slow and messy document workflows. It lets me create, send, and track documents all in one place, which saves a lot of time. I no longer have to jump between tools or wait on signatures. Everything moves faster and feels much more organized. Review collected by and hosted on G2.com.

What I find challenging about Salesforce Revenue Cloud is that it can be quite complex and often requires significant configuration or specialist support to get the most out of it. It can also be expensive when you layer CPQ, Billing, and Revenue Recognition together. The UI isn’t always intuitive for non-technical users, and customizing it can create technical debt if you’re not careful. Even within Salesforce, integrations and managing large product catalogs or complex rules can sometimes be time-consuming and impact performance. Review collected by and hosted on G2.com.

For me, Salesforce Revenue Cloud solves the challenge of managing the entire revenue process in one place. It eliminates the need to juggle separate systems for quoting, billing, subscriptions, and revenue recognition, which reduces errors and speeds up the sales cycle. By giving full visibility from quote to cash, it helps me make better decisions and keep teams aligned. Automated billing and subscription management save time and reduce disputes, while built-in compliance with ASC 606/IFRS 15 ensures accuracy and reduces risk. Overall, it streamlines operations, improves efficiency, and creates a better experience for both customers and internal teams. Review collected by and hosted on G2.com.

Like any advanced platform, PROS has a learning curve, especially when customizing models or interpreting complex outputs. However, with training and support, these challenges are manageable. Continued enhancements to usability and transparency will only strengthen its value. Review collected by and hosted on G2.com.

PROS helps us navigate complex pricing challenges, especially during periods of tariff volatility and market uncertainty. Its AI-driven models adapt quickly to cost changes and competitor movements, ensuring our retail pricing remains competitive and aligned with strategy. This saves me time on manual updates and supports more confident, data-backed decisions. Review collected by and hosted on G2.com.

The main frustration is the limited control over formatting and layout. Sometimes it feels like you’re fighting the editor when you want something to look a specific way. A few features feel constrained to certain block types, and mobile layouts can occasionally behave in ways you don’t expect. Integrations are improving, but building fully automated workflows can still be a bit clunky. Review collected by and hosted on G2.com.

Qwilr solves the problem of creating high-quality documents quickly and consistently. It removes the need for design software or complex formatting, which means I can produce client-ready proposals and Statements of Advice in a fraction of the time. The consistency and professionalism of the pages lift our brand, improve client trust, and streamline our entire onboarding and advice process. Review collected by and hosted on G2.com.

I can’t create an invoice on the go. If a client or even a non-client walks into the office needing a quick out-of-scope job like a copy of a report or something similar I can’t just generate an invoice without first creating an agreement. Having the ability to issue a quick standalone invoice would make things much more efficient for those small, one-off tasks. Review collected by and hosted on G2.com.

What problems is Anchor solving and how is that benefiting you?

I’m in a small community where a lot of our clients talk among themselves, so consistency is really important. Anchor’s set pricing and the ability to apply discounts let me show the same retail pricing to everyone, which keeps things transparent and fair. Before Anchor, my pricing was all over the place. Now, each service includes its own scope of work, expectations, and benefits meaning my engagement letters practically write themselves. It’s streamlined, consistent, and saves me a ton of time. Review collected by and hosted on G2.com.

What I saw as negative was the flexibility of the ruleset and the display capabilities need a lot of improvement. Review collected by and hosted on G2.com.

Experlogix has helped resolve issues in our quoting cycle, enhanced the efficiency of handoffs, ensured greater accuracy, and increased our sales velocity. It has also significantly sharpened our strategic focus. I am pleased with the results so far and hope Experlogix continues to perform at this level. Review collected by and hosted on G2.com.

I can't think of anything off the top of my head. It's really a fully baked out tool. Review collected by and hosted on G2.com.

Speed to quote accelerated by 70%+; Zero mis‑configurations, fewer revision loops; Real‑time margin visibility and discount controls; Streamlined, auditable approvals. Review collected by and hosted on G2.com.

There are situations where some prices do not show up, but this is because competitors websites get updated and changed constantly. However once pointed out, the app will fix this soon. Review collected by and hosted on G2.com.

already explained Review collected by and hosted on G2.com.

The base platform is good, but it could be better for an international retailer. The reporting dashboards included in the ERP for contract status is quite basic and doesn't provide enough depth to do complex financial analysis such as forecast your lease liabilities under different accounting standards (ie, IFRS16) or understand your spend commitments by region/category. For this, we usually export the AI-extracted data to another BI tool. Also managing contracts in multiple languages (we operate throughout Europe and Asia) is manageable, but the AI's analysis power is much stronger for English language documents. Review collected by and hosted on G2.com.

fynk is addressing our fundamental problem of financial and operational blind spots due to decentralized, unmanaged contracts.

Mitigating Risk: Autoreminders for expiration and termination dates have avoided expensive autorenewals that we don’t want. Every contract is being managed by us now, proactively.

Controls & Compliance: With all contractual financial commitments (lease payments, minimum annual spends with suppliers) automatically extracted and observed, our month end close is quicker and more accurate. We have a traceable audit trail of all commitments.

Operational Efficiency: Our regional retail managers can now request and track store lease amendments through the self-service portal (without finance or legal having to chase emails..). It has simplified our expansion and renovation programs.

For the finance lead for IS&T, it’s a win-win: full contract control. fynk has taken contracts from a static file lost in the back drawer to an active managed asset directly feeding our financial planning and risk management processes. It has firmly embedded itself as a critical component of our internal control structure. Review collected by and hosted on G2.com.

There haven't been any major issues, and my team has mentioned that the Iris team is very responsive whenever questions arise. Review collected by and hosted on G2.com.

Iris is helping our teams cut down the time spent gathering research, context, and competitive or product insights. Before Iris, people were digging through multiple tools and documents to piece together information; now they can get a consolidated, accurate summary in minutes. The biggest benefit is speed; teams move faster, have clearer context earlier in their workflows, and can make more informed decisions without getting bogged down in manual research. Review collected by and hosted on G2.com.

We have encountered a few issues with the SF integration regarding outgoing forms getting stuck in the draft status. There is an effective workaround, but it's caused us to spend a lot of time troubleshooting and we have had one or two problems when we didn't notice this occurred. Nothing too crazy though. Review collected by and hosted on G2.com.

eSignature headaches and document templates. Review collected by and hosted on G2.com.

As far as I have used, I haven't faced any issues and it is going very smooth. However, I would like to mention that the price of the tool is a bit high. Apart from this, I dont have any other complaints. Review collected by and hosted on G2.com.

For us, Responsive is the main tool used for answering RFPs, RFQs, Vendor Security questionnaires, maintaining an exhaustive database of Question-and-Answer pairs that can be re-used. The best benefit teams obtain from Responsive is that multiple people can work on a project simultaneously over tool utilizing all the pre-saved answers from the Content Library. Now that Responsive has introduced AI features into it, it has made our lives even easier by generating the answers on it's own. Review collected by and hosted on G2.com.

Proposify has advanced technology that demands deeperr customization and this makes it hard to navigate as a beginner

Freelances and small team finds Proposify more expensive, and this locks most of them behind Review collected by and hosted on G2.com.

The tool facilitates the creation of professional proposals, which includes formatting and proper editing

The program allows us to use content libraries and reusable templates and this reduces the time we use to create templates

The software guides us on proposal follow up, allowing us to analyze the engagement levels of this document

The centralization of marketing content ensures that the approvals are teal time and changes are made on time

The stress of electronic signatures are also fully supported and this combines the process of proposal creation, approval and then signature

We oversee the proposal performance through this app and this leads to proper execution of the changes required 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 only downside is I wish the Forms could be customised better so that I could send checklists to clients through Ignition as well. I use conditional formatting with Google Forms to send Checklists for Tax Returns. If Ignition's Form templates had conditional formatting and more features then it would be great to send checklists through here and have it linked to each clients file. Review collected by and hosted on G2.com.

Cash Flow issues & work flow management. With up front deposits on my engagements, clients don't sign until they are actually ready to start the work - which means I no longer have 100 projects in progress that are waiting months for information from clients. Review collected by and hosted on G2.com.

Interface feels really old compared to some other apps. I am old school, so It doesn't bother me at all, mostly my employees Review collected by and hosted on G2.com.

With this service quoting becomes consistent, it removes a lot of mistakes that we did manually before. Now I don't check 3 places to confirm pricing, and the quote history stays in place. Really it turned our check out process into a fast and easy thing. Review collected by and hosted on G2.com.

The GenAI feature is useful for quick, one-off questions or when I need a fast starting point, but it’s less helpful when I want to further refine the language it suggests without needing to start the prompt from scratch. Review collected by and hosted on G2.com.

We recently set up the Salesforce and Slack integrations and are looking forward to taking full advantage of them. Even early on, we know they will streamline our process by tying RFP projects more closely to opportunities and pushing notifications into the channels where our team already works. Review collected by and hosted on G2.com.

No complaints about the platform. Any issues I've brought up have been quickly addressed, and they've even built in features I've requested. Review collected by and hosted on G2.com.

SPT has streamlined SOW creation for our entire team, increasing efficiency and close rates Review collected by and hosted on G2.com.

With your site, I have encountered no big problems. While not completely open to a desktop browser, it is very useful for the use of mobile devices of iOS and Android browsers. Review collected by and hosted on G2.com.

When you are trying to provide read / write access to Intacct to workers at no cost to several business licenses, don't look any further. As well as developing a ready-to-use and simple solution, ARMatic is ready to create new technologies that suit your needs. Review collected by and hosted on G2.com.

It offers a fully automated solution which is easy to use. Each month, cuts easily add up and cause cash flow issues and the only solution to that is to pay someone to track these issues and to address them. Now, with a real system / process, our management of these accounts is more effective, more structured and more proactive. Review collected by and hosted on G2.com.