Best Enterprise Proposal Software

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 460

Category Stats (Nov 2026)

  • Average Rating: 4.51/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nusii (+4.16%) - Among all products in this category, Nusii recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 24,800+ Authentic Reviews
  • 460+ 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.

G2 Grid® for Proposal Software

G2 Grid® for Proposal Software plotting products by satisfaction and market presence

Highlighted products: Responsive, formerly RFPIO, Loopio, Oracle CPQ, AutogenAI, Conga Composer, Conga CLM, GetAccept, and Upland Qvidian.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=loopio&focus%5B%5D=oracle-cpq&focus%5B%5D=autogenai&focus%5B%5D=conga-composer&focus%5B%5D=conga-conga-clm&focus%5B%5D=getaccept&focus%5B%5D=upland-qvidian&segment=enterprise)

Responsive, formerly RFPIO

Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.

Average Rating: 4.5/5.0

Total Reviews: 1,304

How Do G2 Users Rate Responsive, formerly RFPIO?

  • Ease of Use: 8.7/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.5/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Responsive, formerly RFPIO?

  • Seller: Responsive
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Frisco, Texas
  • LinkedIn® Page: www.linkedin.com
    709 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Proposal Manager, Proposal Writer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 48% Medium, 39% Large

What Do G2 Reviewers Say About Responsive, formerly RFPIO?

AI-generated summary from verified user reviews

Pros
  • Users find Responsive's ease of use remarkable, saving time with quick setups and efficient RFP response crafting.
  • Users value the regular updates and powerful features of Responsive, enhancing collaboration and content management.
  • Users value the time-saving capabilities of Responsive, allowing for quick project completion and efficient collaboration.
  • Users value the efficiency of Responsive, enabling quick project completion and effective collaboration on responses.
  • Users value the collaborative environment of Responsive, enhancing team coordination and streamlining response processes.
Cons
  • Users note a steep learning curve for new users, impacting efficient use of Responsive's features and content library.
  • Users find the interface not intuitive, making navigation and feature usage challenging, especially for new users.
  • Users find that inaccurate responses occasionally arise, especially in complex queries and content searches.
  • Users find non-intuitive features in Responsive, leading to confusion and inefficiencies during collaboration and library management.
  • Users report missing features in Responsive, particularly in chat functionality, translation, and search capabilities.

What Are Recent G2 Reviews of Responsive, formerly RFPIO?

What Are G2 Users Discussing About Responsive, formerly RFPIO?

Loopio

Loopio’s AI-powered response management software helps enterprises answer RFPs, RFIs, vendor security questionnaires, and due diligence questionnaires (DDQs) at scale. Loopio’s proprietary AI, Response Intelligence™, is trained on more than 500,000 real responses (and 10+ years of data) to automate and optimize the end-to-end response process. With Loopio, teams can: - Start projects in minutes from a portal, Word, Excel, or PDF, with AI mapping every question and a summary to guide go/no-go decisions. - Populate first drafts from a vetted content library or trusted knowledge sources, with the option to pull answers verbatim for high-risk questions. - Coordinate SME input with AI that recommends the right expert for each question, automated multi-step workflows, and full version history. - Bring response work into Claude or ChatGPT with Loopio MCP to source approved answers, assign open questions, and craft executive summaries. - Use reports to uncover winning insights and balance team workloads, improving response performance and preventing bottlenecks. Loopio is trusted by 1,700+ companies across industries like financial services, healthcare, technology, professional services, and insurance. To learn more or book a demo, visit www.loopio.com.

Average Rating: 4.6/5.0

Total Reviews: 803

How Do G2 Users Rate Loopio?

  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Loopio?

  • Seller: Loopio Inc.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Toronto
  • LinkedIn® Page: www.linkedin.com
    299 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Proposal Manager, Bid Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 34% Large

What Do G2 Reviewers Say About Loopio?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Loopio, appreciating its intuitive AI features and seamless integration with business systems.
  • Users appreciate the time-saving capabilities of Loopio, enhancing efficiency with automation and AI integration.
  • Users value the efficiency of Loopio, noting streamlined collaboration and improved automation for managing RFPs effectively.
  • Users appreciate the constant updates and responsiveness of Loopio, enhancing automation and quality through AI integration.
  • Users appreciate the intuitive features of Loopio, enhancing collaboration and simplifying complex RFP management across teams.
Cons
  • Users find missing features like limited automation and inadequate proposal-building tools hinder Loopio's overall usability.
  • Users feel the need for improvements in manual processes and search functions to enhance Loopio's usability.
  • Users feel that Loopio has limited features, lacking intuitive proposal-building and advanced AI functionalities.
  • Users find inaccurate responses in Loopio, requiring extensive review to ensure information is client-ready and reliable.
  • Users experience formatting issues when exporting documents, leading to extra work for cleanup before submission.

What Are Recent G2 Reviews of Loopio?

What Are G2 Users Discussing About Loopio?

Oracle CPQ

Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction.

Average Rating: 4.0/5.0

Total Reviews: 248

How Do G2 Users Rate Oracle CPQ?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Oracle CPQ?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL
  • Phone: +1 (650) 506-7000

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 53% Large, 32% Medium

What Do G2 Reviewers Say About Oracle CPQ?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Oracle CPQ, benefiting from streamlined processes and accurate quoting.
  • Users appreciate the time-saving features of Oracle CPQ, streamlining quotes and enhancing efficiency across sales teams.
  • Users find Oracle CPQ's efficient quote generation enhances accuracy, minimizes errors, and saves valuable time for sales teams.
  • Users value the sales efficiency of Oracle CPQ, which streamlines quoting, reduces errors, and enhances deal closures.
  • Users value the seamless integrations of Oracle CPQ with CRM and ERP systems, enhancing data consistency and visibility.
Cons
  • Users find the complexity of Oracle CPQ challenging, especially during initial implementation and configuration.
  • Users experience bug issues with Oracle CPQ, leading to slow functionality, lost data, and performance problems.
  • Users find the complex setup of Oracle CPQ challenging, especially for those lacking technical expertise.
  • Users face initial usage difficulty with Oracle CPQ due to complexity in setup and steep learning curves for new users.
  • Users find the steep learning curve of Oracle CPQ challenging, impacting their ability to utilize the software effectively.

What Are Recent G2 Reviews of Oracle CPQ?

What Are G2 Users Discussing About Oracle CPQ?

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AutogenAI

AutogenAI is an AI-powered proposal platform that connects the entire proposal process, from pursuit to compliant submission. Purpose-built for proposal teams, AutogenAI brings proposal management, organizational knowledge, AI-assisted research and writing, collaboration, and review into one connected workspace. Teams use AutogenAI to: • Manage proposal projects, priorities, and next actions • Analyze RFPs and turn complex solicitations into clear, traceable requirements • Find and reuse relevant content, evidence, and organizational knowledge • Research, develop, and improve proposal responses • Collaborate with contributors, reviewers, and subject matter experts • Review responses for quality, consistency, and compliance • Reduce repetitive work and increase proposal capacity without increasing headcount Unlike general-purpose AI tools or traditional proposal management software with AI added on, AutogenAI is AI-first and built specifically around the way proposal teams work. It helps teams spend less time switching between disconnected tools and more time on solutioning, strategy, and review. AutogenAI is developed by AI engineers, experienced proposal professionals, and linguistic experts. Customers also receive dedicated support to help them embed the platform into their proposal process and achieve stronger outcomes. Customers using AutogenAI achieve: • 70% faster drafting • 85% greater productivity • 22% higher win rates on average AutogenAI helps organizations produce stronger, compliant proposals faster, pursue more opportunities, and win more business.

Average Rating: 4.3/5.0

Total Reviews: 172

How Do G2 Users Rate AutogenAI?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 6.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 6.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.6/10 (Category avg: 8.8/10)

Who Is the Company Behind AutogenAI?

  • Seller: AutogenAI
  • Company Website:
  • Year Founded: 2022
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    167 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Bid Manager, Bid Writer
  • Top Industries: Construction, Facilities Services
  • Company Size: 51% Large, 35% Medium

What Do G2 Reviewers Say About AutogenAI?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the time-saving benefits of AutogenAI, significantly accelerating the bid-writing process with intelligent automation.
  • Users appreciate the exceptional efficiency of AutogenAI, enabling rapid, high-quality bid creation and streamlined workflows.
  • Users find AutogenAI to be very straightforward and intuitive, enhancing their bidding and proposal processes effectively.
  • Users appreciate how AutogenAI provides intelligent and efficient bid-writing, enhancing quality and saving valuable time.
  • Users commend the excellent customer support of AutogenAI, noting quick responses and valuable resources for enhanced productivity.
Cons
  • Users find the learning curve challenging, requiring time and practice to effectively utilize AutogenAI's features.
  • Users find the complexity of AutogenAI challenging, requiring significant effort to navigate its intricate features effectively.
  • Users find AutogenAI not intuitive, facing difficulties with setup and requiring specific prompting for optimal results.
  • Users find that AutogenAI has a steep learning curve, requiring time to master the tool effectively.
  • Users often face a steep learning difficulty with AutogenAI, finding the interface and features complex and challenging to navigate.

What Are Recent G2 Reviews of AutogenAI?

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.

Average Rating: 4.4/5.0

Total Reviews: 851

How Do G2 Users Rate Conga Composer?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Conga Composer?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Salesforce Administrator, Business Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 46% Medium, 28% Large

What Do G2 Reviewers Say About Conga Composer?

AI-generated summary from verified user reviews

Pros
  • Users praise the automation and conditional logic features of Conga Composer, enhancing efficiency and accuracy in proposals.
  • Users appreciate the flexibility and automation in Conga Composer, significantly enhancing document creation and accuracy.
  • Users appreciate the ease of use of Conga Composer, allowing quick and efficient document generation without hassle.
  • Users value the seamless integration with Salesforce that enhances efficiency and reduces errors in document creation.
  • Users value the seamless Salesforce integration of Conga Composer, streamlining document creation and enhancing productivity.
Cons
  • Users note a steep learning curve with Conga Composer, requiring time and effort for mastering its features.
  • Users face a steep learning curve with Conga Composer, especially during initial setup and advanced configuration.
  • Users find the time-consuming nature of document generation and layout design to be frustrating and inefficient.
  • Users find the complexity of the template creation process in Conga Composer can make initial setup challenging.
  • Users find the limited template flexibility challenging, as setup and adjustments demand considerable time and technical skills.

What Are Recent G2 Reviews of Conga Composer?

What Are G2 Users Discussing About Conga Composer?

Upland Qvidian

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

Average Rating: 4.3/5.0

Total Reviews: 165

How Do G2 Users Rate Upland Qvidian?

  • Ease of Use: 8.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.8/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Upland Qvidian?

  • Seller: Upland Software
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 employees on LinkedIn®
  • Ownership: NASDAQ:UPLD

Who Uses This Product?

  • Who Uses This: Proposal Manager, Proposal Writer
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 54% Large, 34% Medium

What Do G2 Reviewers Say About Upland Qvidian?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Upland Qvidian, simplifying content access and enhancing collaboration efficiencies.
  • Users value the efficient content management of Upland Qvidian, enhancing proposal accuracy and streamlining document creation.
  • Users value the task assignment and content reuse features in Upland Qvidian for efficient RFP management.
  • Users highlight the effective content management features of Upland Qvidian, enhancing productivity and ease of access.
  • Users value the efficiency of Upland Qvidian, significantly enhancing content management and streamlining their workflow.
Cons
  • Users often face upload issues as adding questions is cumbersome, hindering collaboration and efficiency in large organizations.
  • Users find the complexity of navigation in Upland Qvidian can complicate tasks and diminish overall user experience.
  • Users find that adding content can be cumbersome, wishing for improved categorization and version tracking features.
  • Users experience inadequate search functionality that leads to irrelevant results and complicates finding the right information.
  • Users find Qvidian to be not intuitive, making it challenging for new users to navigate and find solutions.

What Are Recent G2 Reviews of Upland Qvidian?

What Are G2 Users Discussing About Upland Qvidian?

GetAccept

GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited)

Average Rating: 4.6/5.0

Total Reviews: 1,296

How Do G2 Users Rate GetAccept?

  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.8/10)

Who Is the Company Behind GetAccept?

  • Seller: GetAccept Inc.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Palo Alto, CA
  • LinkedIn® Page: www.linkedin.com
    154 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Small, 43% Medium

What Do G2 Reviewers Say About GetAccept?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in GetAccept, enhancing workflow efficiency through intuitive features and integrations.
  • Users commend GetAccept's excellent customer support, enhancing their experience through AI and seamless integrations with other tools.
  • Users appreciate the flexibility and AI support of GetAccept, enhancing efficiency across various processes and integrations.
  • Users appreciate the intuitive design of GetAccept, simplifying workflows and enhancing user experience in document management.
  • Users value the time-saving features of GetAccept, enhancing efficiency through AI support and seamless integrations.
Cons
  • Users seek more flexibility and features in GetAccept, particularly for templates and e-signature capabilities.
  • Users express frustration over limited customization options in GetAccept, wishing for more flexibility in templates.
  • Users report limited features in GetAccept templates, hindering flexibility and contract management capabilities.
  • Users find the difficult editing process to be clunky and limited, hindering flexibility in creating templates.
  • Users report poor integration issues with GetAccept, leading to confusion and time-consuming troubleshooting efforts.

What Are Recent G2 Reviews of GetAccept?

Conga CLM

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. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business.

Average Rating: 4.3/5.0

Total Reviews: 600

How Do G2 Users Rate Conga CLM?

  • Ease of Use: 8.1/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.5/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.9/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Conga CLM?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Account Executive, Salesforce Administrator
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 41% Medium, 39% Large

What Do G2 Reviewers Say About Conga CLM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in Conga CLM, facilitating efficient template management and contract automation.
  • Users value the efficiency of Conga CLM, benefiting from improved automation and streamlined contract management processes.
  • Users appreciate the improved contract authoring experience and seamless automation, enhancing efficiency and compliance across teams.
  • Users value the improved contract management capabilities of Conga CLM, enhancing compliance and visibility throughout the lifecycle.
  • Users value the flexible integrations of Conga CLM, enhancing connectivity with various CRM, ERP, and procurement systems.
Cons
  • Users find the steep learning curve of Conga CLM challenging, complicating onboarding for new users.
  • Users find that the learning curve for Conga CLM is steep due to inadequate onboarding and training resources.
  • Users experience slow performance with Conga CLM during high-volume contract processing, affecting efficiency and productivity.
  • Users find the time-consuming setup process for e-signatures frustrating and seek more automated solutions.
  • Users find the complex setup of Conga CLM challenging, often requiring expert assistance for initial configuration.

What Are Recent G2 Reviews of Conga CLM?

What Are G2 Users Discussing About Conga CLM?

PandaDoc

PandaDoc is an all-in-one document management platform trusted by 68,000+ sales, legal, and operations teams to create, send, e-sign, and manage documents faster and with less manual work. Teams using PandaDoc close deals 30% faster and cut document turnaround time by up to 50%. Customers like Autodesk, Rakuten, and Sysco use PandaDoc to streamline their entire document process, from proposal to signed contract, and everything in between. PandaDoc helps your team: - Build and send professional proposals, contracts, and agreements using customizable templates and a drag-and-drop editor - Collect legally binding e-signatures from any device, anywhere, with no printing, scanning, or delays - Collaborate in real time with internal stakeholders and external signers simultaneously - Automate repetitive document tasks so reps and ops teams spend less time on admin and more time closing - Track document performance with analytics that show how recipients engage with every page PandaDoc integrates natively with the tools your team already uses, including Salesforce, HubSpot, Pipedrive, Stripe, and 30+ other CRM and payment platforms — keeping document processes inside your existing stack without adding friction or extra logins. Whether you're in sales, legal, HR, or finance, PandaDoc is especially popular with growing businesses that need enterprise-grade document processes without the added complexity or price tag. From first draft to final approval, PandaDoc centralizes the full document lifecycle with the compliance, security, and audit trail your team needs to operate with confidence. PandaDoc also supports notarization, payment collection, and document analytics in a single platform, reducing the need to manage multiple tools across your document process.

Average Rating: 4.7/5.0

Total Reviews: 3,669

How Do G2 Users Rate PandaDoc?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind PandaDoc?

  • Seller: PandaDoc
  • Company Website:
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    883 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 68% Small, 26% Medium

What Do G2 Reviewers Say About PandaDoc?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of PandaDoc, appreciating its user-friendly tools and collaborative features.
  • Users appreciate the ease of document management in PandaDoc, highlighting its intuitive interface and helpful features.
  • Users appreciate the ease of use in PandaDoc, benefiting from features that enhance efficiency and team collaboration.
  • Users appreciate the ease of use and convenience of PandaDoc for proposals and e-signing.
  • Users love the intuitive interface of PandaDoc, making document management seamless and quick for everyone involved.
Cons
  • Users face challenges with signature issues related to client hesitance and lag during document processing.
  • Users find the missing features in PandaDoc's plans frustrating, especially with basic options being costly or unavailable.
  • Users find PandaDoc expensive, particularly regarding bulk send costs and strict renewal policies that hinder flexibility.
  • Users find difficult editing options in PandaDoc frustrating, with issues like signatures not saving properly during document completion.
  • Users express frustration over document visibility and organization issues that hinder usability and workflow efficiency.

What Are Recent G2 Reviews of PandaDoc?

What Are G2 Users Discussing About PandaDoc?

Epicor CPQ

Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs.

Average Rating: 4.5/5.0

Total Reviews: 95

How Do G2 Users Rate Epicor CPQ?

  • Ease of Use: 8.6/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Epicor CPQ?

  • Seller: Epicor
  • Year Founded: 1972
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    6,161 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Pharmaceuticals
  • Company Size: 60% Medium, 40% Large

What Do G2 Reviewers Say About Epicor CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the customization capabilities of Epicor CPQ, enhancing product configuration and sales effectiveness.
  • Users highlight the ease of use of Epicor CPQ, appreciating its quick updates and user-friendly interface.
  • Users value the intuitive design of Epicor CPQ, enhancing their ability to sell products and services smoothly.
  • Users value the simple compatibility and user-friendly interface of Epicor CPQ for selling products and services effectively.
  • Users value the versatile templates that simplify product configuration and enhance efficiency in customization.
Cons
  • Users experience slow performance with Epicor CPQ, often facing glitches and unresponsiveness during heavy use.
  • Users find Epicor CPQ challenging to use due to frequent glitches and screen freezes during heavy usage.
  • Users find the complex implementation of Epicor CPQ challenging, often requiring a specialist for modifications.
  • Users find the product's complexity demands a specialist for adjustments, complicating the overall user experience.
  • Users find the complex setup of Epicor CPQ requires a specialist for configurator adjustments, complicating usability.

What Are Recent G2 Reviews of Epicor CPQ?

What Are G2 Users Discussing About Epicor CPQ?

Iris

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.

Average Rating: 4.8/5.0

Total Reviews: 92

How Do G2 Users Rate Iris?

  • Ease of Use: 9.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 10.0/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Iris?

  • Seller: heyiris.ai
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Brooklyn / Chicago, US
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Computer & Network Security
  • Company Size: 46% Medium, 28% Small

What Do G2 Reviewers Say About Iris?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Iris, with a seamless setup and efficient capabilities for managing responses.
  • Users value the time-saving capabilities of Iris, significantly reducing effort and turnaround for tasks like RFPs.
  • Users value the accuracy and reliability of Iris, which enhances efficiency in managing RFPs with ease.
  • Users appreciate Iris for its exceptional efficiency, drastically improving response times for RFPs and security questionnaires.
  • Users praise Iris for its exceptional customer support, ensuring quick responses and assistance during challenging situations.
Cons
  • Users are frustrated by the lack of features in Iris, including mobile capabilities and certain integrations.
  • Users often face minor bug issues that may disrupt workflow but are generally manageable with support.
  • Users report experiencing inaccurate responses from Iris, leading to confusion and frustration during interactions.
  • Users are frustrated with Iris's missing features, such as limited mobile capabilities and lack of independent answer generation.
  • Users experience integration issues with Iris, noting the absence of certain integrations and mobile support.

What Are Recent G2 Reviews of Iris?

DealHub AI

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

Average Rating: 4.7/5.0

Total Reviews: 853

How Do G2 Users Rate DealHub AI?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.3/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.3/10 (Category avg: 8.8/10)

Who Is the Company Behind DealHub AI?

  • Seller: DealHub.io
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Austin, Texas
  • LinkedIn® Page: www.linkedin.com
    330 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Operations Manager, Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Medium, 23% Small

What Do G2 Reviewers Say About DealHub AI?

AI-generated summary from verified user reviews

Pros
  • Users commend the exceptional customer support from DealHub AI, ensuring smooth setup and effective troubleshooting assistance.
  • Users appreciate the ease of use in DealHub AI, streamlining quote generation and contract management efficiently.
  • Users value the efficiency of DealHub AI, which streamlines quoting and saves valuable time for sales reps.
  • Users value the time-saving capabilities of DealHub AI, enabling efficient and streamlined quoting processes.
  • Users value the seamless integration of DealHub.io with various tools, enhancing efficiency and accuracy in the quoting process.
Cons
  • Users find the learning curve steep, making initial implementation challenging despite DealHub's powerful features.
  • Users note limited customization options in DealHub AI, wishing for more flexibility in tailoring the product.
  • Users find the steep learning curve challenging, requiring time and support to fully adapt to DealHub AI.
  • Users find missing features in DealHub AI, like limited automation and UI enhancements, affecting usability and efficiency.
  • Users find integration issues can slow down processes and complicate the management of proposals and configurations.

What Are Recent G2 Reviews of DealHub AI?

What Are G2 Users Discussing About DealHub AI?

Ombud

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/

Average Rating: 4.7/5.0

Total Reviews: 26

How Do G2 Users Rate Ombud?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Ombud?

  • Seller: Ombud
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 54% Large, 46% Medium

What Do G2 Reviewers Say About Ombud?

AI-generated summary from verified user reviews

Pros
  • Users value the collaboration ease with Ombud, simplifying the process of handling RFPs and responses.
  • Users find the ease of process in Ombud helpful for collaborating on RFPs and exporting responses seamlessly.
  • Users appreciate the ease of use of Ombud, simplifying RFP uploads, collaboration, and exporting responses.
  • Users appreciate the ease of collaboration with Ombud, making RFP management simple and efficient.
  • Users love the easy collaboration with Ombud, streamlining the RFP process and making responses effortless.
Cons
  • Users find Ombud not intuitive, leading to a frustrating experience compared to more user-friendly competitors.
  • Users find Ombud less user-friendly compared to competitors, leading to a frustrating experience when switched.

What Are Recent G2 Reviews of Ombud?

What Are G2 Users Discussing About Ombud?

Nintex

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.

Average Rating: 4.2/5.0

Total Reviews: 1,275

How Do G2 Users Rate Nintex?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Nintex?

  • Seller: Nintex
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Bellevue, WA
  • LinkedIn® Page: www.linkedin.com
    1,177 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Analyst, Salesforce Administrator
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 40% Medium

What Do G2 Reviewers Say About Nintex?

AI-generated summary from verified user reviews

Pros
  • Users find Nintex to be super easy and intuitive, enabling effortless design and automation of workflows.
  • Users value the intuitive workflow management of Nintex, enabling seamless automation and efficient process streamlining.
  • Users appreciate the ease of automation with Nintex, enhancing workflow efficiency without the need for coding.
  • Users highlight the easy setup of Nintex, enabling quick implementation and intuitive use of various features.
  • Users value the versatility of Nintex, enabling automation of both simple and complex workflows effortlessly.
Cons
  • Users find limited features frustrating, affecting user adoption and making the platform less accessible for smaller teams.
  • Users find the learning curve steep, especially with advanced features and complex workflows requiring significant time and governance.
  • Users find that the complexity of workflows can hinder effective management and slow down performance significantly.
  • Users find Nintex expensive, particularly smaller teams feeling burdened by high licensing costs and complexity.
  • Users express concern over limited customization options, which may necessitate technical assistance for more complex needs.

What Are Recent G2 Reviews of Nintex?

What Are G2 Users Discussing About Nintex?

Proposify

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Average Rating: 4.6/5.0

Total Reviews: 1,118

How Do G2 Users Rate Proposify?

  • Ease of Use: 8.5/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Proposify?

  • Seller: Proposify
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Halifax
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 84% Small, 15% Medium

What Do G2 Reviewers Say About Proposify?

AI-generated summary from verified user reviews

Pros
  • Users find Proposify's ease of use invaluable for creating professional proposals efficiently and effortlessly.
  • Users value the wide range of professional templates from Proposify, streamlining proposal creation and enhancing efficiency.
  • Users highlight the easy creation of polished proposals with Proposify, saving time and enhancing professionalism.
  • Users value the customization options in Proposify, allowing tailored and professional proposals for various clients effectively.
  • Users value the ease of creation with Proposify, streamlining proposal processes while ensuring consistency and professionalism.
Cons
  • Users find difficult editing in Proposify, with issues in templates, saving, and an unhelpful UI affecting usability.
  • Users find limited customization in Proposify's templates, which hinders flexibility and competitiveness compared to other platforms.
  • Users find the editing difficulties in Proposify frustrating, particularly with template changes and saving issues.
  • Users face feature usability challenges with Proposify, particularly on mobile devices and clunky performance.
  • Users find that Proposify lacks flexible features which hampers customization and makes the proposal building process cumbersome.

What Are Recent G2 Reviews of Proposify?

What Are G2 Users Discussing About Proposify?

Julie Jung
JJ
Researched and written by Julie Jung
Updated