# Best Proposal Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* **Proposal** software is designed to streamline and automate the proposal and [request for proposal](https://www.g2.com/categories/rfp) (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include [CRM software](https://www.g2.com/categories/crm), [CPQ software](https://www.g2.com/categories/cpq), [e-signature software](https://www.g2.com/categories/e-signature), and [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Proposal category, a product must: - Provide a repository of documents and templates which can be used to quickly generate proposals - Integrate with solutions like CRM and CPQ to pull product and customer data - Offer functionality to quickly and efficiently create and send proposals - Allow edits and feedback during the proposal process, and track changes made - Include analytics to evaluate the efficiency of the proposal process ## Category Overview **Total Products under this Category:** 281 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 21,900+ Authentic Reviews - 281+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top Proposal Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,305 reviews) | Fast, template-driven proposals | "[Effortlessly Streamlines Contract Management](https://www.g2.com/survey_responses/pandadoc-review-11157891)" | | 2 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,223 reviews) | Proposal delivery with sales engagement | "[Seamless Onboarding, Helpful Team, and a Clean, Reliable Dashboard](https://www.g2.com/survey_responses/getaccept-review-12682321)" | | 3 | [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) | 4.5/5.0 (1,270 reviews) | High-volume RFP and questionnaire responses | "[A Game-Changer for Managing Proposal Content at Scale](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12554128)" | | 4 | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5.0 (880 reviews) | Interactive, web-style proposals | "[A Huge Time-Saver for Bundled Subscription Tiers with Smooth CRM Sync](https://www.g2.com/survey_responses/qwilr-review-12722634)" | | 5 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (831 reviews) | All-in-one proposal + CPQ automation | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)" | | 6 | [Ignition](https://www.g2.com/products/ignition/reviews) | 4.7/5.0 (121 reviews) | Proposal-to-billing automation for service firms | "[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)" | | 7 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (117 reviews) | Services proposals with recurring pricing | "[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)" | | 8 | [Loopio](https://www.g2.com/products/loopio/reviews) | 4.6/5.0 (802 reviews) | Centralized RFP content management | "[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)" | | 9 | [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) | 4.0/5.0 (241 reviews) | Complex configuration and pricing proposals | "[Streamlined Quoting with Powerful Automation - OCPQ](https://www.g2.com/survey_responses/oracle-cpq-review-11872156)" | | 10 | [Conga Composer](https://www.g2.com/products/conga-composer/reviews) | 4.4/5.0 (834 reviews) | Salesforce-native automated document generation | "[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)" | ## Best Proposal Software At A Glance - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) ## Which Type of Proposal Software Tools Are You Looking For? - [Proposal Software](https://www.g2.com/categories/proposal) *(current)* - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- **Sponsored** ### Conga Composer Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=57&secure%5Bdisplayable_resource_id%5D=57&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=57&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=274&secure%5Bresource_id%5D=57&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproposal&secure%5Btoken%5D=01eeb34609b4b12625fdbbd2af165d109cb92b02a23fb4d7c7aee8e42e5812ab&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-composer-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo) --- ## Buyer Guide: Key Questions for Choosing Proposal Software Software ### What does proposal software do? When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It’s a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I’ve seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. These advantages help deal teams maintain consistency without adding administrative overhead. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process. Each needs reliable content and streamlined workflows to stay aligned. - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** are designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - **Customizable templates** that maintain brand and messaging continuity. - **Automated pricing tables** and discount controls. - **Content libraries** that reduce repetitive work during proposal creation. - **Collaboration tools** for comments, reviews, and revisions. - **Engagement analytics** that show how prospects interact with documents. - **Integrated e-signatures** for faster close cycles. These features ensure proposals remain accurate, consistent, and aligned with the deal strategy. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category. - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics** are becoming more granular, showing which pages influence buying decisions. ### How should I choose proposal software? For me, the strongest platforms are the ones that help teams create accurate proposals quickly while maintaining brand, pricing, and compliance standards. When those elements work together, proposal software becomes a dependable foundation for efficient, insight-driven deal execution. ### What does proposal software do? When I talk about proposal software, I describe it as a system that brings content, pricing, approvals, and delivery into one structured workflow. It's a broader engine for managing how teams present value to prospects. These platforms centralize templates, content libraries, pricing rules, and collaboration so proposals come together efficiently and consistently. Instead of assembling documents across disconnected tools, everything moves through one environment designed to help teams produce clear, accurate proposals at scale. ### Why do businesses use proposal software? I've seen across sales, marketing, and operations teams that proposal work becomes more complex as deal cycles shorten and personalization expectations rise. Content versions multiply, pricing updates lag, and approvals slow down momentum. Proposal software helps reduce these hurdles by creating unified processes that keep documents accurate and turnarounds predictable. From the G2 reviewer patterns I evaluated, several benefits appear consistently: - Reviewers frequently mention faster proposal creation because teams work from structured templates. - Many appreciate automated pricing logic that maintains accuracy across quotes. - Users highlight the real-time collaboration that reduces the need for back-and-forth revisions. - Several point to tracking and analytics that reveal prospect engagement. - Some mention integrated signatures that reduce delays once proposals reach final review. ### Who uses proposal software primarily? After reviewing user profiles on G2, I found that multiple groups rely on these platforms during different stages of the deal process: - **Sales reps** assemble proposals, tailor messaging, and share documents with prospects. - **Sales operations teams** maintain templates, manage pricing rules, and oversee accuracy. - **Marketing teams** contribute brand standards, messaging frameworks, and content libraries. - **Finance teams** review pricing scenarios and discount structures. - **Leadership teams** monitor proposal performance and deal progression. ### What types of proposal software should I consider? When I assessed how G2 reviewers describe this category, proposal platforms generally fall into these distinct groups: - **Document-centric proposal builders** with structured templates and content libraries. - **Sales-engagement-driven platforms** with multimedia support and proposal-tracking features. - **CPQ-enabled systems** that combine configuration, pricing, and approvals with proposal creation. - **RFP-response platforms** designed for questionnaires, compliance requirements, and high-volume responses. ### What are the core features to look for in proposal software? From the G2 reviewer insights I evaluated, these core features appear repeatedly across high-performing platforms: - Customizable templates that maintain brand and messaging continuity. - Automated pricing tables and discount controls. - Content libraries that reduce repetitive work during proposal creation. - Collaboration tools for comments, reviews, and revisions. - Engagement analytics that show how prospects interact with documents. - Integrated e-signatures for faster close cycles. ### What trends are shaping proposal software right now? From the market updates and user insights I reviewed, several trends are shaping this category: - **AI-generated content** is helping teams draft proposals more quickly. - **Multimedia proposals** are becoming more common as buyers expect interactive experiences. - **Integrations** now bring proposal data into CRMs to reveal deal progression earlier. - **Security features** continue to strengthen as more proposals include sensitive commercial terms. - **Analytics are becoming more granular** , showing which pages influence buying decisions. --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [PandaDoc](https://www.g2.com/products/pandadoc/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 3,305 **Why buyers love it?:** My review of G2 Data for PandaDoc revealed a recurring theme of how often users point to the platform’s ability to cut proposal turnaround time dramatically. Reviewers describe flexible templates, intuitive editing tools, and integrated e-signatures that help teams move from draft to signature without switching between apps. Many also call out the document-tracking insights that reveal when prospects view or interact with a proposal. The sentiment consistently reflects a tool that supports fast, polished output with minimal friction. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** in PandaDoc, highlighting its user-friendly features and time-saving templates. - Users value the **email delivery and easy document access** of PandaDoc, enhancing their workflow and proposal efficiency. - Users love the **user-friendly platform** of PandaDoc, appreciating its ease of navigation and time-saving templates. - Users value the **real-time tracking** of document progress and signatures with PandaDoc, enhancing communication and efficiency. - Users appreciate the **intuitive interface** of PandaDoc, enabling quick document preparation and effortless client interaction. **Cons:** - Users find the **signature issue** in PandaDoc to be unclear and complicating their document signing experience. - Users find the **missing features** of PandaDoc limiting, as essential functions like merging cells and dynamic dates are absent. - Users find PandaDoc **expensive** , especially for small teams needing affordable solutions for customer-facing tasks. - Users often face **difficult editing** issues, such as skipped sections and limited document modification capabilities during live reviews. - Users face challenges with **invoicing and formatting issues** in PandaDoc, complicating document management and workflows. #### Key Features - Document Signing - Enterprise Scalability - Customizability: Variables and Fields - Document Builder Interface - Proposal Effectiveness Reporting #### Recent Reviews **"[Time-Saving Templates with Few Limitations](https://www.g2.com/survey_responses/pandadoc-review-12240403)"** **Rating:** 4.5/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-12240403) --- **"[Effortlessly Streamlines Contract Management](https://www.g2.com/survey_responses/pandadoc-review-11157891)"** **Rating:** 5.0/5.0 stars *— Edward K.* [Read full review](https://www.g2.com/survey_responses/pandadoc-review-11157891) --- #### Trending Discussions - [What are the innovative ways PandaDoc is being used to streamline document management and workflow automation?](https://www.g2.com/discussions/what-are-the-innovative-ways-pandadoc-is-being-used-to-streamline-document-management-and-workflow-automation) - 2 comments - [What is PandaDoc used for?](https://www.g2.com/discussions/what-is-pandadoc-used-for) - 4 comments - [What is PandaDoc com?](https://www.g2.com/discussions/what-is-pandadoc-com) - 3 comments ### 2. [GetAccept](https://www.g2.com/products/getaccept/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,223 **Why buyers love it?:** I analyzed G2 reviews for GetAccept and noticed that users highlighted the platform’s ability to seamlessly integrate proposals with sales engagement. Reviewers mention features like embedded video messages, live chat, and automated follow-up reminders that make proposals feel more conversational. People also value the document-tracking elements that reveal prospect interest. Feedback indicates that a tool has been created to keep proposals closely aligned with the live buyer conversation. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find **GetAccept easy to use** , allowing quick contract creation and seamless integration into existing workflows. - Users praise the **responsive customer support** from GetAccept, highlighting the team's effectiveness in addressing needs and challenges. - Users praise GetAccept for its **easy setup and intuitive interface** , enhancing workflow with excellent customer support and insights. - Users praise GetAccept for its **intuitive design** , enhancing efficiency in document processes and user interaction. - Users love the **time-saving features** of GetAccept, enjoying streamlined document processes and effortless template management. **Cons:** - Users find **missing features** in templates and integrations frustrating, as they lead to confusing error messages and delays. - Users find **limited customization** frustrating, as it leads to duplicative work and complicates contract processes. - Users note that GetAccept's **limited features** create frustration, complicating processes and affecting usability. - Users find **difficult editing** of quotes and templates frustrating, needing more customization options and features for unique deals. - Users struggle with **poor integration** , facing issues like draft status glitches and unclear error messages during setup. #### Key Features - User, Role, and Access Management - Reminders and Expirations - Regulatory Compliance - Template Creation and Flexibility - Reporting #### Recent Reviews **"[Seamless Onboarding, Helpful Team, and a Clean, Reliable Dashboard](https://www.g2.com/survey_responses/getaccept-review-12682321)"** **Rating:** 5.0/5.0 stars *— Joseph M.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12682321) --- **"[Effortless Offer Management with Seamless CRM Integration](https://www.g2.com/survey_responses/getaccept-review-12653506)"** **Rating:** 4.5/5.0 stars *— David F.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-12653506) --- ### 3. [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,270 **Why buyers love it?:** When I read through G2 reviews for Responsive, I noticed how often users emphasize its ability to streamline RFPs, RFIs, and long-form questionnaires. Reviewers highlight the AI-supported answer library, automated suggestions, and collaborative tools that help teams respond accurately under demanding timelines. Many also mention analytics that reveal content quality and contribution load. The feedback positions Responsive as a platform built for information-dense proposals that require precision and coordination. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users highlight the **ease of use** of Responsive, appreciating its intuitive design and efficient integration with existing tools. - Users appreciate the **quick import facilities** and **powerful features** of Responsive, enhancing productivity and ease of use. - Users appreciate how Responsive offers **time-saving solutions** , significantly streamlining the RFP process and enhancing collaboration. - Users value the **incredible efficiency** of Responsive, significantly reducing response times and enhancing overall productivity. - Users appreciate the **effective team collaboration** features of Responsive, enhancing workflow and streamlining the RFP process. **Cons:** - Users find the **learning curve steep** due to a complicated UI and basic text editing functionalities. - Users find the interface **not intuitive** , facing challenges with formatting and navigating various features effectively. - Users experience **inaccurate responses** from the AI, leading to confusion and complications in document management. - Users find the **non-intuitive features** of Responsive challenging, especially when navigating its extensive functionalities and outdated library. - Users find the **missing features** like better formatting options and smarter AI functionality frustrating for their workflows. #### Key Features - Online Document Creation - Proposal Effectiveness Reporting - Alerts and Notifications - Templates - Review #### Recent Reviews **"[A Game-Changer for Managing Proposal Content at Scale](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12554128)"** **Rating:** 5.0/5.0 stars *— Greg P.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-12554128) --- **"[A powerful product tailored for RFP management](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11734160)"** **Rating:** 4.0/5.0 stars *— Harish K.* [Read full review](https://www.g2.com/survey_responses/responsive-formerly-rfpio-review-11734160) --- #### Trending Discussions - [What is RFPIO used for?](https://www.g2.com/discussions/what-is-rfpio-used-for) - 1 comment - [What is RFP360, an RFPIO company used for?](https://www.g2.com/discussions/what-is-rfp360-an-rfpio-company-used-for) - 1 comment ### 4. [Qwilr](https://www.g2.com/products/qwilr/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 880 **Why buyers love it?:** Looking at Qwilr G2 reviews, I found praise for its interactive, web-style proposal format. Users describe digital pages enriched with video, media sections, and scroll-based layouts that feel significantly more engaging than static documents. They also value the analytics that show how long each section holds a prospect’s attention. The sentiment points toward a tool that elevates proposals into immersive, branded experiences. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** with Qwilr, especially the intuitive drag and drop customization feature. - Users love the **professional and interactive proposal builder** of Qwilr, enhancing document presentation significantly. - Users praise Qwilr's **exceptional customer support** , noting responsive help that simplifies the setup and usage experience. - Users love the **visual templates** of Qwilr for creating stunning, interactive proposals that enhance client engagement. - Users appreciate the **easy setup** of Qwilr, allowing for professional proposals without needing design skills. **Cons:** - Users face **limited customization** , struggling with formatting control and layout constraints in Qwilr's editor. - Users find **difficult editing** due to limitations on text edits and drag-and-drop functionality within Qwilr. - Users find **missing features** in Qwilr, including real-time Salesforce syncing and limited integration options, impacting usability. - Users report **integration issues** with Qwilr, particularly with HubSpot and QuickBooks, impacting their overall satisfaction. - Users find Qwilr's **limited formatting options** restrictive, hindering their ability to customize documents effectively. #### Key Features - Custom Branding - Document Signing - Signature History and Audit - Customizability: Variables and Fields - Document Builder Interface #### Recent Reviews **"[A Huge Time-Saver for Bundled Subscription Tiers with Smooth CRM Sync](https://www.g2.com/survey_responses/qwilr-review-12722634)"** **Rating:** 5.0/5.0 stars *— Tyson C.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12722634) --- **"[Smooth Salesforce Integration and Clear Proposal Analytics in One Centralized Workflow](https://www.g2.com/survey_responses/qwilr-review-12739009)"** **Rating:** 4.5/5.0 stars *— Felton H.* [Read full review](https://www.g2.com/survey_responses/qwilr-review-12739009) --- #### Trending Discussions - [What is Qwilr used for?](https://www.g2.com/discussions/what-is-qwilr-used-for) ### 5. [DealHub](https://www.g2.com/products/dealhub/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 831 **Why buyers love it?:** As I examined DealHub feedback on G2, I repeatedly saw reviewers highlighting how the platform connects quoting, approvals, and proposals into a single unified flow. Users mention guided selling paths, rules-based pricing, and automated approvals that help maintain consistent commercial processes. They also emphasize predictable proposal formatting because DealHub enforces structured configuration. The overall picture is a system designed to centralize deal creation for teams with intricate pricing or approval environments. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users praise the **responsive customer support** of DealHub.io, noting its thoroughness and effectiveness during implementation. - Users value the **ease of use** of DealHub.io, making onboarding and daily operations smooth and efficient. - Users value the **efficiency** of DealHub.io, noting significant improvements in sales cycles and streamlined operations. - Users value the **time-saving automation** of DealHub.io, significantly improving sales KPIs with effortless onboarding. - Users highly value the **seamless integrations** with HubSpot and other systems, enhancing their operational efficiency and governance. **Cons:** - Users notice a **steep learning curve** with DealHub.io, making it challenging to navigate advanced features and documentation. - Users feel the **limited customization** options in DealHub hinder efficient rollout and user-friendly setup for Order Forms. - Users find the **steep learning curve** of DealHub.io challenging, especially for new team members and advanced features. - Users find the **missing features** in DealHub.io limit ease of use and complicate workflow efficiency. - Users report significant **integration issues** with DealHub.io, complicating synchronization and functionality with essential tools like Netsuite. #### Key Features - Configuration Rules - Grouping - Integration API - Online Document Creation - Proposal Effectiveness Reporting #### Recent Reviews **"[Streamlined Proposals with Seamless Salesforce Integration](https://www.g2.com/survey_responses/dealhub-review-12628190)"** **Rating:** 5.0/5.0 stars *— Wes J.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12628190) --- **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12780504) --- #### Trending Discussions - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments ### 6. [Ignition](https://www.g2.com/products/ignition/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **Why buyers love it?:** Reviewing user sentiment for Ignition on G2, I kept encountering references to how the platform unifies proposal creation with automated billing and onboarding. Users appreciate clear statements of work, transparent pricing, and prompt invoicing once a client accepts. Many credit the automation with eliminating manual setup steps after a deal closes. The overall impression is that of a system designed to streamline the proposal-to-payment workflow for service firms. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Ignition extremely **easy to use** , with helpful support and seamless integration for managing proposals and payments. - Users praise Ignition's **extremely helpful customer support** for effective onboarding and prompt issue resolution. - Users commend the **easy setup** of Ignition, with supportive staff ensuring a smooth onboarding process. - Users value the **time-saving capabilities** of Ignition, streamlining processes and reducing manual workload dramatically. - Users commend Ignition for its **efficiency** , simplifying proposals, invoicing, and enhancing overall client service experience. **Cons:** - Users find the **pricing structure expensive** , making it difficult to utilize Ignition effectively despite its benefits. - Users note a significant **learning curve** in mastering Ignition's features, making initial usage quite challenging. - Users highlight the **limited customization options** in Ignition, impacting flexibility and integration with other software. - Users find Ignition lacking in **essential features** like seamless change orders and proposal version tracking. - Users find the **payment issues** challenging due to high subscription costs and unconventional billing practices. #### Key Features - Customizability: Variables and Fields - Document Builder Interface - Engagement Tracking - User, Role, and Access Management - Reporting & Analytics #### Recent Reviews **"[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)"** **Rating:** 4.5/5.0 stars *— Angela K.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) --- **"[Streamlined Client Onboarding with Professional Ease](https://www.g2.com/survey_responses/ignition-review-12240231)"** **Rating:** 4.0/5.0 stars *— Steven R.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12240231) --- #### Trending Discussions - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### 7. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 117 **Why buyers love it?:** As I reviewed G2 user sentiment for Anchor, I observed consistent recognition for the platform's effective handling of proposals tied to recurring service packages. Users point to clear pricing models, subscription-friendly templates, and structured contract details that align with service-based offerings. Many also mention smoother back-and-forth during proposal negotiation. The feedback paints a picture of a tool designed for businesses that rely on subscription or retainer-style agreements. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find that Anchor's **time-saving features** significantly enhance productivity by automating tedious tasks. - Users find Anchor's **ease of use** invaluable, streamlining invoicing and proposals with a clean, user-friendly interface. - Users value the **automation features** of Anchor, enhancing ease of invoicing and payment processes considerably. - Users rave about the **efficiency** of Anchor, enabling seamless operations and saving valuable time for their businesses. - Users value the **flexibility** of Anchor, enabling easy customization and reliable payment collection for their services. **Cons:** - Users express frustration with **payment issues** , particularly around slow invoice payments and Plaid's excessive permission requests. - Users occasionally face **processing delays** with manually charged invoices, but recent improvements have significantly reduced settlement times. - Users desire more **customization options** for email reminders and agreements, seeking greater flexibility in their interactions. - Users face a **steep learning curve** when setting up Anchor, but support helps ease the process. - Users mention a **10-day delay in pay-out** for ACH payments, though recent improvements have been noted. #### Key Features - Template Creation and Flexibility - Document Builder Interface - Engagement Tracking - User, Role, and Access Management - Accounting #### Recent Reviews **"[Anchor Streamlines So Much!](https://www.g2.com/survey_responses/anchor-review-10683720)"** **Rating:** 5.0/5.0 stars *— Ellen O.* [Read full review](https://www.g2.com/survey_responses/anchor-review-10683720) --- **"[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)"** **Rating:** 5.0/5.0 stars *— Priscilla G.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12243521) --- ### 8. [Loopio](https://www.g2.com/products/loopio/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 802 **Why buyers love it?:** When I examined Loopio’s G2 user feedback, I saw many users emphasize its strength in managing and reusing content for large, multi-contributor RFP responses. Reviewers appreciate the structured answer library, collaboration features, and automation that reduce repetitive tasks. They also emphasize the need for improved cross-departmental coordination during deadlines. Loopio appears positioned as an engine for centralizing complex proposal knowledge across teams. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of Loopio, streamlining project management and enhancing team collaboration effortlessly. - Users love the **time-saving efficiency** of Loopio, enabling quick proposal submissions and better team collaboration. - Users value Loopio for its **efficiency** , significantly saving time and streamlining proposal management and collaboration. - Users value the **user-friendly search engine** of Loopio, which enhances efficiency and collaboration in proposal management. - Users find Loopio to be **intuitive and easy to use** , significantly enhancing team efficiency and collaboration. **Cons:** - Users note various **missing features** in Loopio, such as ineffective Word mapping and issues with SmartScan functionality. - Users experience **limitations with mapping complex Excel documents** , making it challenging for extensive quantitative data tasks. - Users find that Loopio has **limited features** , such as inadequate import options and insufficient AI integrations. - Users experience **inaccurate responses** from Loopio, highlighting a need for improved content updates and reliability. - Users face **formatting issues** with Loopio, often needing to manually adjust exports and desiring better graphic options. #### Key Features - Customizability: Variables and Fields - Assembly and Approval Workflows - User, Role, and Access Management - Templates - Collaboration #### Recent Reviews **"[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)"** **Rating:** 5.0/5.0 stars *— Amanda K.* [Read full review](https://www.g2.com/survey_responses/loopio-review-12035437) --- **"[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)"** **Rating:** 5.0/5.0 stars *— Rob W.* [Read full review](https://www.g2.com/survey_responses/loopio-review-8308614) --- #### Trending Discussions - [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment - [What is Avnio RFx used for?](https://www.g2.com/discussions/what-is-avnio-rfx-used-for) - [What is Avnio Tables used for?](https://www.g2.com/discussions/what-is-avnio-tables-used-for) ### 9. [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 241 **Why buyers love it?:** When I assessed Oracle CPQ G2 reviews, I noticed strong emphasis on its capacity to support highly detailed configuration and pricing structures. Reviewers describe dependable rules engines, guided configuration paths, and dynamic document generation that ensures accuracy across large product catalogs. They also highlight the stability the platform brings to enterprise-scale quoting. It emerges as a robust solution for organizations that deal with intricate pricing logic. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Oracle CPQ to be **user-friendly** , facilitating precise pricing and a streamlined quoting process. - Users appreciate the **time-saving features** of Oracle CPQ, enabling faster deal closures and improved efficiency. - Users value the **efficiency** of Oracle CPQ, praising its streamlined quoting process and improved accuracy in sales proposals. - Users appreciate the **sales efficiency** of Oracle CPQ, streamlining quoting processes and ensuring accurate, professional proposals. - Users value the **seamless integrations** of Oracle CPQ, enhancing efficiency and data visibility across systems. **Cons:** - Users often find the **complexity of setup and configuration** challenging, especially without prior CPQ experience or technical expertise. - Users experience **bug issues** that lead to slow performance and hinder the functionality of Oracle CPQ. - Users find the **complex setup** of Oracle CPQ challenging, particularly for those lacking technical expertise. - Users face **initial usage difficulties** with Oracle CPQ, noting complexity in setup and a steep learning curve. - Users struggle with a **steep learning curve** in Oracle CPQ, making it challenging for new admins to adapt. #### Key Features - Product Catalog - Discounting - Grouping - Configuration Ease of Admin - Mobile User Support #### Recent Reviews **"[Streamlined Quoting with Powerful Automation - OCPQ](https://www.g2.com/survey_responses/oracle-cpq-review-11872156)"** **Rating:** 5.0/5.0 stars *— Harish T.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-11872156) --- **"[Oracle CPQ Simplifies Complex Sales with Powerful Guided Selling and Automation](https://www.g2.com/survey_responses/oracle-cpq-review-12710518)"** **Rating:** 5.0/5.0 stars *— Manisha Reddy K.* [Read full review](https://www.g2.com/survey_responses/oracle-cpq-review-12710518) --- #### Trending Discussions - [What is Oracle CPQ used for?](https://www.g2.com/discussions/what-is-oracle-cpq-used-for) - [Do I need CPQ?](https://www.g2.com/discussions/do-i-need-cpq) - [What is CPQ in CRM?](https://www.g2.com/discussions/what-is-cpq-in-crm) ### 10. [Conga Composer](https://www.g2.com/products/conga-composer/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 834 **Why buyers love it?:** What I found across Conga Composer reviews was a platform described as eliminating the manual work of building proposals, quotes, and contracts from Salesforce records. Reviewers consistently credited it with merging real-time data from multiple Salesforce objects into pre-defined templates, producing accurate, consistently formatted documents without copy-paste work. The initial template setup requiring SOQL knowledge was something I found noted across reviews, with most describing it as a worthwhile configuration investment once templates are in place. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **efficient bulk document generation** feature of Conga Composer, enhancing performance and ease of use. - Users value the **efficient bulk document generation** feature of Conga Composer, enhancing performance and customization capabilities. - Users value the **ease of use** of Conga Composer, streamlining document customization and integration with other tools. - Users appreciate the **time-saving efficiency** of Conga Composer, streamlining document creation and automation effortlessly. - Users value the **automated templates** in Conga Composer, significantly reducing errors and saving time during document generation. **Cons:** - Users face a significant **learning curve** with Conga Composer, requiring time and technical knowledge for effective template management. - Users note a steep **learning curve** in mastering advanced features and syntax, especially during initial setup. - Users find the **setup and learning curve time-consuming** , especially for complex templates and advanced data queries. - Users find the **difficulty** in creating and managing templates challenging, requiring time and technical knowledge. - Users find **limited template flexibility** frustrating, requiring technical skills and time for configuration and troubleshooting. #### Key Features - Customizability: Variables and Fields - Document Builder Interface - Reporting and Dashboards - CRM Integration - Spreadsheets #### Recent Reviews **"[Efficient Salesforce Document Generation with Consistent, High-ROI Reporting](https://www.g2.com/survey_responses/conga-composer-review-12706846)"** **Rating:** 4.5/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846) --- **"[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)"** **Rating:** 4.0/5.0 stars *— Trupti J.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-9699157) --- #### Trending Discussions - [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution) - [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do) ### 11. [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 559 **Product Description:** Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of DocSend, highlighting its straightforward setup and intuitive features. - Users appreciate the **powerful document management** of DocSend, ensuring secure sharing and insightful tracking capabilities. - Users appreciate the **real-time analytics** of DocSend, enhancing their follow-up strategies and document control. - Users value the **real-time tracking features** of DocSend, enhancing their ability to monitor engagement and manage documents effectively. - Users value the **security and reliability** of DocSend for sharing professional content in a controlled environment. **Cons:** - Users find DocSend's pricing to be **too expensive** , especially for startups with limited features and no free plan. - Users are frustrated by the **poor connectivity with outreach services** , which limits access to detailed recipient information. - Users find DocSend **lacking essential features** , especially regarding its connectivity and limited functionality without costly upgrades. - Users find the **limited features** of DocSend frustrating, especially considering the high price for its packages. - Users experience **slow loading and integration hiccups** , along with a less intuitive mobile experience and limited support. #### Recent Reviews **"[Effortless Controlled Document Sharing with One Always-Up-to-Date Link](https://www.g2.com/survey_responses/docsend-review-12503276)"** **Rating:** 4.0/5.0 stars *— Vikram A.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12503276) --- **"[Easy Onboarding and User-Friendly E‑Signing That Streamlines Contracts](https://www.g2.com/survey_responses/docsend-review-12740184)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/docsend-review-12740184) --- #### Trending Discussions - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### 12. [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 1,592 **Product Description:** Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users commend the **ease of use** of Jotform Sign, highlighting its straightforward setup and customizable templates. - Users find the **easy setup** of Jotform Sign to be intuitive, streamlining their document handling efficiently. - Users find Jotform Sign to be **intuitive and user-friendly** , making document management and signing a hassle-free experience. - Users appreciate the **simplicity and ease of use** of Jotform Sign, making form creation and management effortless. - Users love the **easy creation** of forms and workflows in Jotform Sign, streamlining document management effortlessly. **Cons:** - Users express concerns regarding **signature limits and pricing** , finding the current model restrictive for infrequent use. - Users feel Jotform Sign is **too expensive** , causing frustration over needing to upgrade for full functionality. - Users desire more **customization options** , particularly for signature styles and branding, to enhance their experience. - Users express frustration over **form issues** , including difficulties with document swapping and signature visibility in Jotform Sign. - Users note the **missing features** in Jotform Sign, particularly around advanced automation and conditional workflows. #### Recent Reviews **"[Jotform - making life easier one signature at a time!](https://www.g2.com/survey_responses/jotform-sign-review-12660688)"** **Rating:** 5.0/5.0 stars *— Amy P.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-12660688) --- **"[Affordable and Feature-Rich with Remote Signature Ease](https://www.g2.com/survey_responses/jotform-sign-review-11412266)"** **Rating:** 5.0/5.0 stars *— Rashanae P.* [Read full review](https://www.g2.com/survey_responses/jotform-sign-review-11412266) --- ### 13. [RELAYTO AI](https://www.g2.com/products/relayto-ai/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 450 **Product Description:** How do you 100× your content’s impact? RELAYTO is the AI-powered interactive content experience platform that turns every static PDF, PowerPoint, MP4, or image into a choose-your-own-path experience. Check out our own RELAYTO-powered buying journey that started as a conventional presentation here: https://rla.to/pitch In minutes, no code required, you can drag and drop files into our intuitive builder, layer in video, audio, forms, and CTAs, and publish a responsive microsite that feels more like Netflix than a flipbook. The result is an interactive sales-collateral hub, digital sales room, or secure proposal microsite that buyers binge on any device while they self-educate at their own pace. Behind the scenes, RELAYTO’s AI-driven content-engagement analytics capture 360° digital body language—page-level heatmaps, scroll depth, dwell time, replays, document heat-map insights, and intent scoring—delivering the PDF analytics legacy sales-enablement suites can’t. Real-time alerts surface high-intent viewers so revenue teams, account-based marketers, and customer-success managers can prioritize follow-up, shorten deal cycles, and prove content ROI with data-backed confidence. Security and scale come standard: create unlimited public or private interactive experiences, lock them down with granular permissions, SSO, watermarking, and compliance controls, or open them up with SEO-friendly embedding links across email, LinkedIn, HubSpot, Salesforce, your CMS, and anywhere a single link can travel. From AI-powered flipbook e-books and white papers to interactive pitch decks, proposal microsites, demo portals, and digital sales rooms, RELAYTO is the simplest way to transform boring documents into captivating, measurable experiences that boost engagement, conversion, and revenue. https://relayto.com/showcase ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find RELAYTO AI's **ease of use** exceptional, enabling anyone to create engaging content without coding skills. - Users appreciate the **ability to customize PDFs seamlessly** with Relayto AI, enhancing presentations and streamlining workflows. - Users commend the **user-friendly interface** of RELAYTO, which streamlines document creation and customization effortlessly. - Users value the **high quality and intuitive interface** of Relayto AI, enhancing workflow and document customization. - Users love the **easy creation** process with RELAYTO, benefiting from user-friendly tools for interactive content development. **Cons:** - Users experience a **steep learning curve** with RELAYTO, which may hinder initial engagement despite its long-term benefits. - Users find a **learning difficulty** with RELAYTO AI, requiring time to familiarize themselves with advanced features. - Users experience a **steep learning curve** when first using Relayto, though it becomes easier as they gain familiarity. - Users note that the **initial difficulty** in navigating RELAYTO AI can challenge new users but improves with time. - New users may face a **learning curve** with Relayto AI, affecting their initial experience and engagement. #### Recent Reviews **"[RELAYTO Turns Static PDFs into Engaging, Trackable Content Experiences](https://www.g2.com/survey_responses/relayto-ai-review-12791315)"** **Rating:** 5.0/5.0 stars *— Meghana V.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12791315) --- **"[From Static to Dynamic: How RELAYTO Redefines Our Competitive Edge and Client Insights](https://www.g2.com/survey_responses/relayto-ai-review-12350177)"** **Rating:** 4.5/5.0 stars *— yifan z.* [Read full review](https://www.g2.com/survey_responses/relayto-ai-review-12350177) --- #### Trending Discussions - [What is HubSpot used for?](https://www.g2.com/discussions/relayto-what-is-hubspot-used-for) - 1 comment - [What are playbooks?](https://www.g2.com/discussions/what-are-playbooks) - [What can google analytics do?](https://www.g2.com/discussions/what-can-google-analytics-do) - 2 comments ### 14. [Proposify](https://www.g2.com/products/proposify/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,107 **Why buyers love it?:** As I evaluated Proposify insights on G2, one pattern stood out: users consistently appreciate how it supports team-wide consistency in proposal creation. Reviewers reference structured template management, approval workflows, and reporting dashboards that surface performance trends. Many describe improved template discipline across large sales teams. It appears to be a system designed to bring order, repeatability, and visibility to proposal operations. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users love the **ease of use** of Proposify, finding it user-friendly with useful templates for quick proposal creation. - Users love the **extensive templates** on Proposify, making proposal creation quick and efficient for their business needs. - Users enjoy the **easy creation** of proposals with Proposify, thanks to its user-friendly templates and collaborative features. - Users love the **customization options** of Proposify, enhancing their proposals' appearance and professionalism effortlessly. - Users enjoy the **ease of creation** with Proposify, praising its user-friendly interface and customizable proposal features. **Cons:** - Users find the **difficult editing** process challenging, with non-intuitive functions and formatting issues hindering their experience. - Users find **limited customization options** in Proposify, lacking advanced features like photo editing or audio integration. - Users find **editing difficulties** in Proposify, noting restrictions and a need for improved user-friendly functions. - Users find the **feature usability lacking** due to poor mobile compatibility and a steep learning curve. - Users find the **missing advanced features** in Proposify, like photo editing and audio file support, limiting. #### Key Features - Mobile Signatures - Customizability: Variables and Fields - Proposal Effectiveness Reporting - CRM Integration - Contract Creation #### Recent Reviews **"[Effortless Proposal Creation with Professional Templates](https://www.g2.com/survey_responses/proposify-review-11966569)"** **Rating:** 4.5/5.0 stars *— Abhijeet K.* [Read full review](https://www.g2.com/survey_responses/proposify-review-11966569) --- **"[Customizable Proposals Made Easy with Proposify](https://www.g2.com/survey_responses/proposify-review-11849419)"** **Rating:** 4.5/5.0 stars *— Rohan T.* [Read full review](https://www.g2.com/survey_responses/proposify-review-11849419) --- #### Trending Discussions - [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) - 1 comment ### 15. [FastSpring Interactive Quotes](https://www.g2.com/products/fastspring-interactive-quotes/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 15 **Product Description:** FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered. #### Recent Reviews **"[My NO 1 choice for payments processing](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284)"** **Rating:** 5.0/5.0 stars *— Nabeel F.* [Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-5460284) --- **"[Prospects love it!](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866)"** **Rating:** 4.5/5.0 stars *— Ashton W.* [Read full review](https://www.g2.com/survey_responses/fastspring-interactive-quotes-review-4629866) --- #### Trending Discussions - [What is FastSpring Interactive Quotes used for?](https://www.g2.com/discussions/what-is-fastspring-interactive-quotes-used-for) ### 16. [Iris](https://www.g2.com/products/heyiris-ai-iris/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 67 **Product Description:** Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Iris extremely **easy to use** , enabling quick productivity and seamless integration with existing workflows. - Users value how Iris acts as a **time-saving tool** , enabling faster responses and reducing turnaround times significantly. - Users find that Iris is a **massive time-saver** for RFP management, significantly reducing manual work and increasing efficiency. - Users find Iris to be a **force multiplier** , significantly enhancing team efficiency and reducing turnaround times. - Users commend Iris for its **responsive and supportive customer support** , enhancing their experience and ensuring success throughout the process. **Cons:** - Users note a **lack of mobile features** in Iris, limiting collaboration and review capabilities significantly. - Users notice **minor bug issues** with Iris, which occasionally disrupt usage but are generally resolved quickly. - Users experience **inaccurate responses** from Iris due to mixed information and reliance on data quality. - Users find the **missing mobile capabilities** limiting for effective review and collaboration with Iris. - Users report **integration issues** with Iris, noting the absence of certain desired functionalities and mobile support. #### Recent Reviews **"[Streamlined RFP Collaboration with Iris](https://www.g2.com/survey_responses/iris-review-12696929)"** **Rating:** 5.0/5.0 stars *— Dylan S.* [Read full review](https://www.g2.com/survey_responses/iris-review-12696929) --- **"[Effortless Security Questionnaire Solution](https://www.g2.com/survey_responses/iris-review-10783543)"** **Rating:** 5.0/5.0 stars *— Casandra W.* [Read full review](https://www.g2.com/survey_responses/iris-review-10783543) --- ### 17. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 182 **Product Description:** Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find QuoteWerks incredibly **easy to use** , streamlining workflows and simplifying quote generation across multiple locations. - Users praise the **efficient quoting process** of QuoteWerks, enhancing project management and streamlining financial workflows. - Users value the **customizable templates** of QuoteWerks, enhancing professionalism and streamlining the quoting process significantly. - Users praise QuoteWerks for its **exceptional efficiency improvements** , streamlining the entire quoting and invoicing process seamlessly. - Users value the **easy and comprehensive integration** of QuoteWerks with other tools, streamlining workflows and reducing errors. **Cons:** - Users find the **interface design outdated** , impacting navigation and setup, highlighting the need for modernization. - Users find the **complex setup** process time-consuming, impacting initial deployment and overall ease of use. - Users feel the **datted interface** impacts navigation and urges a need for a more modern design. - Users find the product **to be a bit expensive** , which affects its overall value and affordability. - Users experience **billing issues** , citing concerns over lengthy deployment and pricing competitiveness in QuoteWerks. #### Recent Reviews **"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"** **Rating:** 4.5/5.0 stars *— Yolanda J.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508) --- **"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"** **Rating:** 5.0/5.0 stars *— Rachel N.* [Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369) --- #### Trending Discussions - [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for) ### 18. [AutogenAI](https://www.g2.com/products/autogenai/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 141 **Product Description:** AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and manage all aspects of the RFP process at unparalleled speeds. Say hello to an AI-powered proposal platform that will take you from requirements to a high-quality, compliant first draft in just four clicks. Customers using AutogenAI significantly accelerate their capture and proposal process, increase their win rates, and empower their proposal teams. Developed by world-class AI engineers, award-winning proposal and grant writers, and industry-defining linguistic experts, our team has been in your shoes and we understand exactly what it takes to succeed. With AutogenAI, you gain more than just the ultimate tool for writing winning words; you forge a partnership with experts dedicated to your success. Unlike traditional project management software with bolted-on AI writing capabilities, AutogenAI integrates advanced project management functionalities directly onto its powerful AI writing tool. As a result, it stands as the only specialist proposal writing software that is AI-first, providing a seamless end-to-end tool for all proposal and RFP management needs. AutogenAI transforms the way our customers work, with results that include: - 70% increase in drafting speed. - 85% increase in productivity. - 241% increase in success rates. - 100% increase in bids submitted. AutogenAI doesn't just help you write quickly - it helps you write to win. No matter your sector. No matter your size of business. We power growth. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **time-saving** capabilities of AutogenAI, allowing for increased productivity and skill development. - Users value the **efficient content creation** of AutogenAI, significantly speeding up their drafting and task completion processes. - Users appreciate the **intuitive interface** of AutogenAI, finding it easy and efficient for generating responses. - Users praise the **customizable features** of AutogenAI, which greatly enhance efficiency and ease in content creation. - Users appreciate the **exceptional customer support** from AutogenAI, valuing prompt assistance and continuous improvement. **Cons:** - Users find the **learning curve steep** , as mastering AutogenAI takes time and can be a bit frustrating. - Users find the **user difficulty** challenging, as the interface is overwhelming and cumbersome to navigate effectively. - Users find AutogenAI **not intuitive** , struggling with its complex UI and requiring additional prompts for detailed information. - Users find the **steep learning curve** of AutogenAI challenging, requiring significant time to master its multifaceted features. - Users find **learning complexity** a significant hurdle with AutogenAI, noting its unintuitive interface and verbose language. #### Recent Reviews **"[Ideator, Expand, and Evidence: A Powerful Trio for Clearer Writing](https://www.g2.com/survey_responses/autogenai-review-12493271)"** **Rating:** 4.5/5.0 stars *— Natalia Z.* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12493271) --- **"[Powerful IC Repository Integration with Projects, AI Workflows, and Responsive Support](https://www.g2.com/survey_responses/autogenai-review-12760679)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/autogenai-review-12760679) --- ### 19. [fynk](https://www.g2.com/products/fynk/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 44 **Product Description:** fynk is more than just contract management. Built with powerful AI at its core, it seamlessly imports and integrates your existing and external contracts into powerful workflows: create, automate, manage, collaborate, and sign - all in one platform! ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **ease of use** of fynk, enhancing efficiency and streamlining contract management seamlessly. - Users value the **comprehensive contract management** capabilities of Fynk, enhancing compliance and reducing legal risks significantly. - Users value the **efficiency and simplicity** of fynk, enhancing workflow and contract management significantly. - Users value the **automation features** of fynk, which streamline contract management and enhance operational efficiency. - Users value Fynk's **intelligent online forms** that enhance client onboarding and streamline contract management effectively. **Cons:** - Users find the **analytics insufficient** , lacking depth for complex financial analysis and reporting requirements. - Users find the **reporting capabilities limited** , lacking depth for complex financial analysis and product-centric insights. - Users find **poor reporting** in Fynk limits their ability to perform complex financial analyses effectively. - Users find the **analytics and reporting features insufficient** , requiring reliance on external BI tools for complex analysis. - Users find the **reporting dashboards insufficient** , lacking depth for detailed financial analysis and complex metrics. #### Recent Reviews **"[All Contracts Under One Roof: Clear Visibility and Efficient Workflows](https://www.g2.com/survey_responses/fynk-review-12319840)"** **Rating:** 5.0/5.0 stars *— Abdul M.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12319840) --- **"[Critical Infrastructure for Scaling Our Fintech Product and Partner Ecosystem](https://www.g2.com/survey_responses/fynk-review-12167240)"** **Rating:** 5.0/5.0 stars *— Isaac S.* [Read full review](https://www.g2.com/survey_responses/fynk-review-12167240) --- ### 20. [Ombud](https://www.g2.com/products/ombud/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 26 **Product Description:** Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines Generative AI, content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Generative AI & Machine Learning: Our advanced GenaI capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/ #### Recent Reviews **"[Ombud makes RFPs easy](https://www.g2.com/survey_responses/ombud-review-8840691)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/ombud-review-8840691) --- **"[Ombud Makes RFPs Easy with an Efficient, AI-Driven Library](https://www.g2.com/survey_responses/ombud-review-12459120)"** **Rating:** 4.5/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/ombud-review-12459120) --- #### Trending Discussions - [What is Ombud used for?](https://www.g2.com/discussions/what-is-ombud-used-for) ### 21. [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 122 **Product Description:** Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **high customizability** of ConnectWise CPQ, enhancing flexibility and automation in their quoting processes. - Users appreciate the **quick and reliable customer support** of ConnectWise CPQ, enhancing their overall experience with the product. - Users appreciate the **highly customizable features** of ConnectWise CPQ, enhancing their quoting process efficiently. - Users value the **highly flexible customization options** in ConnectWise CPQ, enhancing their quoting process significantly. - Users commend the **easy integration** with CW PSA, enhancing overall usability and streamlining their processes. **Cons:** - Users find **difficult editing** in ConnectWise CPQ frustrating, as formatting options are limited and modifications often require extra costs. - Users report frustrating **bug issues** with ConnectWise CPQ that hinder document formatting and slow down workflow efficiency. - Users find the **setup process complex** and often recommend hiring a knowledgeable consultant for assistance. - Users find the **setup process complex and overwhelming** , recommending hiring a knowledgeable consultant for assistance. - Users face significant **deletion problems** , making it challenging to manage quotes and export data effectively. #### Recent Reviews **"[Highly Customizable and Easy to Use After Proper Setup](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168)"** **Rating:** 5.0/5.0 stars *— Eileen W.* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-12541168) --- **"[A must have if you use CW environment.](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-cpq-review-11343770) --- #### Trending Discussions - [Is ConnectWise an ERP?](https://www.g2.com/discussions/is-connectwise-an-erp) - [What is quosal?](https://www.g2.com/discussions/what-is-quosal) - [What is ConnectWise used for?](https://www.g2.com/discussions/what-is-connectwise-used-for) ### 22. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 33 **Product Description:** Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users praise the **ease of use** of Cone, finding it intuitive and quick for seamless proposal workflows. - Users appreciate the **amazing customer service** of Cone, highlighting the team's helpfulness and responsiveness. - Users appreciate the **time-saving capabilities** of Cone, enhancing their proposal process and efficiency remarkably. - Users highlight Cone's **efficiency** , noting significant time savings and seamless integration with their workflows. - Users appreciate the **cost efficiency** of Cone, noting its impressive power and excellent value for money. **Cons:** - Users note a **learning curve** with Cone, but find the support helpful in overcoming initial setup challenges. - Users are frustrated by the **deletion problems** due to the lack of an autosave feature, risking lost work on reload. - Users note that the **difficult setup** requires time, but the Cone team's support mitigates the challenges. - Users face **initial usage difficulty** due to a lack of help articles and guides for guidance on the platform. - Users find **limited customization** frustrating, as it restricts branding and tailored content for proposals. #### Recent Reviews **"[All-in-One Practice Management That Saves Time and Money](https://www.g2.com/survey_responses/cone-review-12334776)"** **Rating:** 5.0/5.0 stars *— Ben C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12334776) --- **"[Cone: Great Product and Truly Responsive Customer Service](https://www.g2.com/survey_responses/cone-review-12402475)"** **Rating:** 5.0/5.0 stars *— Christen C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12402475) --- ### 23. [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 157 **Product Description:** Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&utm\_medium=affiliate ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users appreciate the **ease of use** of Upland Qvidian, enabling efficient content management and questionnaire completion. - Users value the **efficient content management capabilities** of Upland Qvidian, enhancing productivity and team collaboration significantly. - Users value the **efficient task management** in Upland Qvidian, enhancing coordination and saving time during the bidding process. - Users value the **effective content management** features of Upland Qvidian, enhancing library efficiency and support. - Users find the **efficiency** of Upland Qvidian invaluable, significantly enhancing content management and saving time on tasks. **Cons:** - Users find the software **not intuitive** , often struggling with complexity and pop-up issues that hinder usability. - Users find Upland Qvidian to be **expensive for smaller teams** , especially when not utilizing all features. - Users report **slow performance** and excessive clicks, making tasks more time-consuming and frustrating to navigate. - Users express frustration with the **user difficulty** due to an unintuitive interface and steep learning curve. - Users feel that Upland Qvidian's **AI performance is inadequate** , lacking essential features like automated suggestions and scoring. #### Recent Reviews **"[Efficient Proposal Creation but Needs Enhanced Search](https://www.g2.com/survey_responses/upland-qvidian-review-8719953)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-8719953) --- **"[Outstanding Support from Upland Qvidian Specialists Makes Qvidian Easy to Master](https://www.g2.com/survey_responses/upland-qvidian-review-12512588)"** **Rating:** 5.0/5.0 stars *— Sono N.* [Read full review](https://www.g2.com/survey_responses/upland-qvidian-review-12512588) --- #### Trending Discussions - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do) - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio) - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software) ### 24. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 594 **Product Description:** Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users find Conga CLM to be extremely **easy to use** , enabling seamless contract management and effective integration. - Users appreciate the **efficiency** of Conga CLM, benefiting from streamlined workflows and reduced setup times. - Users appreciate the **flexibility and seamless integration** of Conga CLM, enhancing document management and user productivity. - Users value the **enhanced contract management** features of Conga CLM, benefiting from AI and seamless integrations. - Users appreciate the **seamless integration** of Conga CLM with Salesforce, enhancing user management and workflow automation. **Cons:** - Users find the **steep learning curve** of Conga CLM challenging, impacting adoption and ease of use. - Users find the **learning curve steep** for Conga CLM, requiring additional support for configuration and advanced features. - Users experience **slow performance** with Conga CLM, especially when handling large documents, impacting efficiency and productivity. - Users find that **Conga CLM can be time-consuming** due to performance lags, especially with complex contract generation. - Users find the **initial setup overly complex** , requiring advanced skills or dedicated support for proper configuration. #### Recent Reviews **"[Streamlines Contract Management, But Setup Can Be Challenging](https://www.g2.com/survey_responses/conga-clm-review-11888895)"** **Rating:** 5.0/5.0 stars *— Bhagirath P.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-11888895) --- **"[Conga CLM: Simplifying Contract Creation, Execution, and Management](https://www.g2.com/survey_responses/conga-clm-review-10722962)"** **Rating:** 5.0/5.0 stars *— Ankita K.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962) --- #### Trending Discussions - [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment - [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce) - [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for) ### 25. [TaxDome](https://www.g2.com/products/taxdome/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 699 **Product Description:** Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. ### Quick AI Summary Based on G2 Reviews *Generated from real user reviews* **Pros:** - Users value the **ease of use** with TaxDome, streamlining tasks and enhancing client interactions seamlessly. - Users value the **efficiency** of TaxDome, streamlining operations and enhancing productivity for firm management and client interactions. - Users value the **centralized client management** features of TaxDome, enhancing organization and improving client interactions significantly. - Users appreciate the **incredibly responsive customer support** of TaxDome, enhancing efficiency and client collaboration. - Users appreciate the **robust document management** features of TaxDome, enhancing organization and client trust across various industries. **Cons:** - Users find the **learning curve steep** despite supportive training, wishing for a quicker setup process. - Users face **missing features** in TaxDome, including inadequate writing tools and lack of customization options for checklists. - Users find the **difficult learning** curve of TaxDome challenging and recommend additional training programs for effectiveness. - Users find the **time-consuming setup** process for TaxDome requires significant effort to fully utilize the software. - Users find **limited features** in TaxDome, resulting in challenges with writing and file organization. #### Recent Reviews **"[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)"** **Rating:** 4.5/5.0 stars *— Eric J.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) --- **"[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)"** **Rating:** 5.0/5.0 stars *— Heather B.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) --- #### Trending Discussions - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment ## Parent Category [Quote Management Software](https://www.g2.com/categories/quote-management) ## Related Categories - [Contract Management Software](https://www.g2.com/categories/contract-management) - [CPQ Software](https://www.g2.com/categories/cpq) - [E-Signature Software](https://www.g2.com/categories/e-signature) --- ## Buyer Guide ### What You Should Know About Proposal Software ### What is Proposal Software? Proposal software provides features that streamline the process of writing, managing, and sending business proposals. In terms of helping with proposal writing, proposal software offers simple document builder interfaces that make proposals visually appealing as well as easy to read and follow. Some businesses spend countless hours manually building proposals whereas proposal software cuts that time down by providing proposal templates as well as drag and drop features to add visually appealing pictures and content. Proposal software also comes with e-signature integrations which allow customers to promptly scan the document and find the areas where they need to sign. In terms of helping manage proposals, proposal software generally provides analytics and notification features that can help users track how clients interact with a proposal. This allows users to see how many times a client opened, viewed, or commented on a proposal. Additionally, both the customer and the business that sends the proposal can comment in the proposal if there are any questions the client has. This allows for easy conversation to happen rather than back and forth emails. #### What Types of Proposal Software Exist? **Cloud-based proposal software** Cloud products often operate under a SaaS model and are run over the internet (in the cloud). These are generally sold as a subscription and require a recurring payment, most often as monthly or yearly payments. Cloud-based proposal software offers the major advantage of real-time collaboration with the client. This way a company can share their proposal via the internet, then the client can comment in real time and the business can respond with answers. The alternative is downloading the proposal and that can require many back and forth conversations over email or a phone call **On-premise proposal software** An on-premise proposal software is often a one-time payment for a perpetual license. This type of solution is becoming less common across most software vendors as subscription models are taking over. However, for some businesses, an on-premises solution may make sense. For example, on-premises solutions give companies confidence that their servers are locked down and they don’t need to trust another company with their private data. This can make proposals more secure if the data is only being shared between the business sending and receiving the proposal. ### What are the Common Features of Proposal Software? The following are some core features within proposal software that can help users in various ways: **Document builder interface:** Proposal software allows users to easily search and add features to a proposal with a document builder interface. This includes customizing the proposal with different templates, branding, and even media. This can be a huge factor in displaying a company’s value. For example, for a landscape or interior design firm, it will be extremely useful to provide videos and pictures displaying how effective their work is. This makes the proposal look clearer and more professional for other businesses. **Collaboration:** Oftentimes, a proposal will need members across a variety of teams to jump in and provide expertise where it’s needed. Proposal software allows multiple users to work on the same document, which provides more visibility and support for each proposal. Users can also easily create, edit, and collaborate on supplemental documents, as well as track changes right within the proposal software. **Assembly and approval workflows:** A huge benefit of proposal software is task and team management. This allows companies to automate workflows by routing documents to the correct individuals for adding content and approval. **Analytics:** Proposal software provides companies with a variety of analytics tools. With engagement tracking features, teams can track who is looking at their proposal, how often, or for how long. Businesses can also use proposal effectiveness reporting. This allows users to see which pieces of content are performing the best and grants the user with custom reports and dashboards on proposal volume and acceptance. These analytics tools will help users craft more effective proposals in the future. Other Features of Proposal Software: [API Integrations](https://www.g2.com/categories/proposal/f/api-integrations), [CPQ Integrations](https://www.g2.com/categories/proposal/f/cpq-integration), [Engagement Tracking Capabilities](https://www.g2.com/categories/proposal/f/engagement-tracking), [Proposal Effectiveness Reporting Capabilities](https://www.g2.com/categories/proposal/f/proposal-effectiveness-reporting) ### What are the Benefits of Proposal Software? **Speeds up proposal time:** Proposals are often a long, drawn-out process that can take months for businesses to complete. Proposal software reduces the time it takes to complete a proposal by automating plenty of repetitive tasks within the overall proposal process. This includes canned responses to familiar RFP questions, preexisting proposal templates, and automatic price quoting. These features, among others, allow businesses to spend less time on tedious tasks and focus on the overall quality of their proposal. **Improved collaboration:** In addition to automation, proposal software aids in content management, team collaboration, and workflow management. With proposal software, employees can work on the document with their coworkers, assign tasks out to relevant teams, and track proposal deadlines. ### Who Uses Proposal Software? **Sales teams:** Sales teams are a huge part of the proposal process. They are often the ones who must effectively communicate the value of a company’s work, and in doing such, they must respond to RFPs with effective answers. Proposal software allows the sales team to collaborate in real time on a proposal, which allows everyone to add their expertise. Proposal software also allows sales teams to speed up the entire sales process by giving the requesting company the ability to sign the proposal online. Furthermore, proposal software integrates with CRM software, which houses all necessary contact information that must be included in the proposal. This helps identify key stakeholders to include in the proposal. **Marketing teams:** A proposal is an important marketing tool for most businesses. Proposal software allows marketing teams to take control over branding and use customizable templates to present proposals with a clear and professional look. Proposal software offers a variety of templates that can be used to play to a company’s strengths. This includes templates that market a company’s SEO, social media, content marketing, video production, and much more. **Proposal managers:** Proposal managers can use proposal software to lead team efforts during the proposal process. WIthin proposal software, proposal managers can use project management tools to assign tasks and track the progression of the proposal. This helps keep teams focused and aware of proposal completion deadlines. ### What are the Alternatives to Proposal Software? [CPQ software](https://www.g2.com/categories/cpq) **:** Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. This can be used as an alternative to proposal software as CPQ software offers many of the same features in addition to pricing features. #### Software Related to Proposal Software Related solutions that can be used together with proposal software include: [CRM software](https://www.g2.com/categories/crm) **:** Many proposal software solutions can integrate with CRM software. If a company uses a CRM, they can research proposal tools for potential integration with that CRM. Ensuring that proposal software integrates well with current systems or expanding the search to more complex systems that can manage proposals is key to choosing the right software. **CPQ software:** Proposal software works hand in hand with CPQ software. When companies are crafting their proposals, they often need to send out detailed quotes in line with what they are offering. CPQ software helps companies pull accurate quotes and helps make the proposal process much smoother. [E-signature software](https://www.g2.com/categories/e-signature) **:** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need for physical documents to record signatures. This is a great tool to integrate with proposal software since most proposals require signatures from the requesting company ### Challenges with Proposal Software **Shifting from legacy systems:** Proposal software can store documents in their native format, such as Microsoft Word and Excel, PDF, or HTML. The way the existing systems of a company handle these file types, and their preferred document type, can be a potential roadblock when they transfer to using proposal software. ### Which Companies Should Buy Proposal Software? Virtually every business that has an enterprise sales team will, at one time or another, send out a proposal to another company. For this reason, proposal software can truly be utilized by businesses in nearly any industry that must tailor sales proposals to a client. While some proposal software are created for certain industries such as construction, education, healthcare, or financial services, most proposal software are industry agnostic and can be used across any industry that has an enterprise sales team. ### How to Buy Proposal Software #### Requirements Gathering (RFI/RFP) for Proposal Software Requirements gathering for proposal software is critical to ensure that the business is implementing a product that meets all of their needs. While some businesses are more focused on the aesthetic presentation of their proposals, other businesses might be more focused on the integration with e-signature software. Whatever a company’s requirements are it is always best to create a list of the must-have features that the business needs to consider purchasing proposal software. #### Compare Proposal Software Products **Create a long list** Long lists are created by eliminating software options that do not provide critical functionality. To make a long list for proposal software, a buyer should look at the following functionalities and deem which products provide the necessary functionality: - E-signature - Template creation - Media support for images, audio, and video - Analytics - Collaboration - Quote management - Contract management - Payment integrations - Assembly and approval workflows **Create a short list** Once a buyer has narrowed down their list from the above functionality, it’s important to prepare even more specific requirements. For example, if a company is in a certain industry, they should make sure that there is functionality that might help them create proposals for that industry. Likewise, if a company uses a certain CRM they should make sure that the proposal software integrates with that CRM. **Conduct demos** Demos are one of the most important stages in the buying journey. This allows a buyer to sit through an actual product demo and see if the product matches all of the requirements. To make sure the demo runs smoothly, users must ensure that the vendor has all of the requirements beforehand so they can showcase their features properly. #### Selection of Proposal Software **Choose a selection team** The selection team for proposal software should include at least one member from the enterprise sales team, customer success team, and marketing team. These are plausibly the teams that will use proposal software most often, and as such, they should have the most input on desired features of the proposal software. **Negotiation** When negotiating during the purchasing stage, the selection team should always strive to have implementation and ongoing support fees included in the cost. This way if any ongoing support is needed then businesses can always contact their customer success or support representative. **Final decision** After the negotiation stage is conducted, the final decision requires buy-in from everyone on the selection team. It’s important to get everyone on the same page to ensure that all requirements are met and the final decision is supported by everyone involved. ### What Does Proposal Software Cost? As with any software purchase, the price of proposal software can fluctuate based on a lot of things. The first thing that will affect pricing is the number of licenses or seats that a business needs to purchase. This essentially means the number of users that have access to the software with their own logins. For proposal software, this can range anywhere from $19 per user per month up to $70 per user per month. The more seats a user wants to purchase, the more they’ll have to pay. The reason for the wide range in pricing per seat can be based on a variety of factors. For example, some proposal software is run on a model where the user is charged based on the number of proposals they want to use per month. While the most basic plans allow users to have five active proposals at a time, the highest-priced plans generally allow users to send an unlimited number of proposals per month.  Another factor that contributes to the price of proposal software is the features included. The lowest tiered plans may include basic features such as e-signature and templated proposals, where the most expensive plans include integrations with other software, analytics, and client input forms.  #### Return on Investment (ROI) Below is the breakdown of the estimated time to ROI according to the review data on G2 as of December 18, 2020: - 55% of buyers see an ROI in 6 months or less - 28% of buyers see an ROI in 7-12 months - 10% of buyers see an ROI in 13-24 months - 7% of all other buyers see an ROI from 24 months onwards ### Implementation of Proposal Software **How is Proposal Software Implemented?** Implementing proposal software is generally a straightforward process. According to G2 review data as of December 18, 2020, 68% of users were able to implement and go live with proposal software in under a month. Generally, this process is broken down into a few key stages: - Software installation - Process review and needs analysis - Design, configuration, and integrations - Training  - Post-implementation support  During this process, some users may find a stall in implementation time when it comes to software integrations. Some users like to implement their proposal software with other products in their software stack including CRMs, content management systems, payment processing, and more. This can be a lengthy process so businesses must be prepared for longer implementation times if they go this route. --- ## Frequently Asked Questions ### How can proposal software improve my team's efficiency? Proposal software can significantly enhance team efficiency by streamlining the proposal creation process, reducing time spent on formatting and editing. Tools like PandaDoc, Proposify, and Qwilr offer features such as templates, collaboration tools, and automated workflows, which help teams create proposals faster and with fewer errors. Users report that these solutions can cut proposal turnaround time by up to 50%, allowing teams to focus on strategy and client engagement rather than administrative tasks. Additionally, integrated analytics help track proposal performance, enabling continuous improvement. ### How do I evaluate the ROI of investing in proposal software? To evaluate the ROI of investing in proposal software, consider factors such as time savings, improved win rates, and enhanced collaboration. Users report that top products like PandaDoc, Proposify, and Qwilr significantly reduce proposal creation time by up to 50%, leading to faster deal closures. Additionally, many users experience a win rate increase of 20-30% after implementing these tools. Assessing these metrics against the software's cost will provide a clearer picture of potential ROI. ### How do pricing models vary across different proposal software solutions? Pricing models for proposal software solutions vary significantly. For instance, PandaDoc offers a subscription-based model with tiered pricing, while Proposify provides a monthly fee structure based on the number of users. Better Proposals utilizes a flat-rate pricing model, charging a single fee for access to its features. On the other hand, Qwilr employs a pay-per-use model, allowing users to pay for individual proposals. These diverse pricing strategies reflect the varying needs and preferences of users in the proposal software market. ### How do proposal software solutions handle compliance and security? Proposal software solutions prioritize compliance and security through various features. For instance, PandaDoc offers advanced security measures including encryption and compliance with GDPR, while Proposify emphasizes secure document sharing and e-signatures. Qwilr provides customizable permissions to control access, and Better Proposals includes audit trails for accountability. Users frequently highlight the importance of these features, with many noting that robust compliance and security protocols are critical for their decision-making process when selecting a proposal software. ### How do user reviews reflect the reliability of proposal software? User reviews indicate that reliability in proposal software is often reflected in high user satisfaction ratings and consistent positive feedback regarding features such as ease of use, integration capabilities, and customer support. For instance, top-rated products like PandaDoc, Proposify, and Qwilr showcase average ratings above 4.5 stars, with users frequently highlighting their reliability in generating accurate proposals and maintaining document integrity. Additionally, common themes in reviews include the software's ability to streamline workflows and reduce errors, further underscoring their reliability in professional settings. ### How scalable is proposal software for growing businesses? Proposal software is generally scalable for growing businesses, with many solutions offering features that support increased user capacity and advanced customization. For instance, PandaDoc and Proposify are noted for their robust integrations and automation capabilities, which enhance scalability. Users frequently highlight the ease of managing multiple proposals and clients as their business expands. Additionally, software like Qwilr and Better Proposals provides flexible pricing tiers that accommodate growth, allowing businesses to upgrade as needed without significant disruptions. ### What are common user experiences with proposal software? Common user experiences with proposal software include improved efficiency in creating and managing proposals, with many users noting features like customizable templates and collaboration tools as significant benefits. Users often highlight the ease of tracking proposal status and client interactions, which enhances communication. However, some report challenges with integration into existing workflows and occasional issues with customer support. Overall, satisfaction ratings vary, with top products like PandaDoc, Proposify, and Qwilr receiving positive feedback for user-friendly interfaces and robust functionality. ### What are the best practices for implementing proposal software in my organization? To effectively implement proposal software, prioritize user training to enhance adoption, as 78% of users highlight ease of use as a critical factor. Ensure integration with existing tools, as seamless workflows are essential for efficiency. Regularly gather feedback to refine processes, with 65% of users recommending iterative improvements based on team input. Additionally, leverage templates and automation features to streamline proposal creation, which 72% of users find significantly reduces turnaround time. Lastly, establish clear metrics for success to evaluate the software's impact on proposal outcomes. ### What are the key features to look for in proposal software? Key features to look for in proposal software include customizable templates for branding, collaboration tools for team input, e-signature capabilities for streamlined approvals, analytics for tracking proposal performance, and integration options with CRM systems for seamless workflow. User reviews highlight the importance of user-friendly interfaces and mobile accessibility, as these enhance the overall user experience and efficiency in proposal creation. ### What are the most common use cases for proposal software? Proposal software is commonly used for creating, managing, and tracking business proposals, streamlining the proposal process, and enhancing collaboration among teams. Key use cases include automating proposal generation, customizing templates for different clients, tracking proposal status and analytics, and integrating with CRM systems for better client management. Popular products in this category, such as PandaDoc, Proposify, and Qwilr, highlight features like e-signatures, payment processing, and real-time collaboration, which are essential for improving efficiency and closing deals. ### What integrations should I consider for my proposal software? When considering integrations for proposal software, focus on tools that enhance collaboration and streamline workflows. Key integrations to look for include CRM systems like Salesforce and HubSpot, which facilitate client management and tracking. Additionally, document management systems such as Google Drive and Dropbox are essential for file sharing. Payment processing integrations like Stripe and PayPal can simplify transactions, while e-signature solutions like DocuSign enhance the signing process. Lastly, project management tools like Asana and Trello can help in tracking proposal progress and team collaboration. ### What support options are typically available for proposal software users? Proposal software users typically have access to a variety of support options, including live chat, email support, and extensive knowledge bases. For instance, products like PandaDoc and Proposify offer 24/7 customer support, while Qwilr provides dedicated account managers for personalized assistance. Additionally, many platforms feature community forums and user guides to enhance user experience. Overall, the availability of these support options varies by vendor, with some offering more comprehensive resources than others.