Best Proposal Software for Small Business

How Many Proposal Software Products Does G2 Track?

Total Products under this Category: 349

Category Stats (Sep 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Kaseya Quote Manager (+1.4%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Proposal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 22,600+ Authentic Reviews
  • 349+ 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: PandaDoc, Anchor, Qwilr, Ignition, GetAccept, HoneyBook, Jotform Sign, and RELAYTO AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/proposal/grids.json?focus%5B%5D=pandadoc&focus%5B%5D=anchor-anchor&focus%5B%5D=qwilr&focus%5B%5D=ignition&focus%5B%5D=getaccept&focus%5B%5D=honeybook&focus%5B%5D=jotform-sign&focus%5B%5D=relayto-ai&segment=small-business)

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: 3,588

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: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind PandaDoc?

  • Seller: PandaDoc
  • Company Website:
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • Twitter: @pandadoc
    18,428 Twitter followers
  • 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 praise the ease of use in PandaDoc, highlighting its navigation and seamless signing process.
  • Users value the intuitive document management of PandaDoc, enhancing workflow efficiency with secure and seamless approvals.
  • Users appreciate PandaDoc's intuitive editing tools that enhance workflow efficiency and streamline document management.
  • Users find PandaDoc to be extremely user-friendly, enhancing efficiency in managing documents and obtaining signatures.
  • Users love the simplicity of E-Signatures in PandaDoc, making document signing straightforward for both parties.
Cons
  • Users find the missing features like document expiration control and cell merging limitations frustrating in PandaDoc.
  • Users find PandaDoc expensive, particularly regarding costs for online form submissions, limiting its practicality for small teams.
  • Users find the signature issues challenging, highlighting difficulties with personal signatures and other formatting limitations.
  • Users struggle with difficult editing, facing issues like skipping sections and limitations on real-time changes during collaboration.
  • Users find editing difficulty in PandaDoc, with challenges in table formatting and live document adjustments.

What Are Recent G2 Reviews of PandaDoc?

What Are G2 Users Discussing About PandaDoc?

Anchor

Anchor is billing and payments automation software for accounting firms, bookkeepers, and professional service businesses. It combines proposals, engagement letters, agreements, automated billing, and payment collection in one platform Helping service businesses get paid on time, every time effortlessly. With no subscription fees. Syncing proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

Average Rating: 4.9/5.0

Total Reviews: 125

How Do G2 Users Rate Anchor?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Anchor?

  • Seller: Anchor
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • Twitter: @Say_anchor_
    169 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    124 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Accounting, Consulting
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About Anchor?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the time-saving features of Anchor, allowing easy billing and proposal management without hassle.
  • Users find Anchor to be incredibly easy to use, enhancing efficiency for both service providers and their clients.
  • Users appreciate the automation of billing in Anchor, simplifying processes and enhancing overall efficiency in managing finances.
  • Users value the efficiency of Anchor, as it simplifies processes and saves time in managing proposals and billing.
  • Users value the flexibility of Anchor, enhancing their professional processes and streamlining proposals and billing integration.
Cons
  • Users find payment issues frustrating, such as unclear payment plans and the need for improved funding speed.
  • Users note occasional processing delays for funds, but improvements have been made making wait times shorter overall.
  • Users express frustration over the limited customization options in Anchor, impacting flexibility and personalization in agreements.
  • Users note a steep learning curve with Anchor, requiring time to master its features despite excellent support.
  • Users experience occasional delays in fund payouts, especially with ACH payments, impacting their cash flow slightly.

What Are Recent G2 Reviews of Anchor?

Qwilr

Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/

Average Rating: 4.6/5.0

Total Reviews: 916

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How Do G2 Users Rate Qwilr?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Qwilr?

  • Seller: Qwilr
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redfern, New South Wales
  • Twitter: @Qwilr
    2,506 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    106 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Account Executive
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 80% Small, 16% Medium

What Do G2 Reviewers Say About Qwilr?

AI-generated summary from verified user reviews

Pros
  • Users admire the ease of use of Qwilr, enabling quick proposal building and straightforward customization.
  • Users love the customizable templates in Qwilr, enhancing proposals and improving overall user experience and brand presentation.
  • Users find the easy setup of Qwilr to be intuitive, enabling quick creation of proposals without needing support.
  • Users admire the simplicity and efficiency of Qwilr, which enhances workflow and promotes effective collaboration.
  • Users value the excellent customer support from Qwilr, enhancing their experience with clear guidance and assistance.
Cons
  • Users find limited customization options in Qwilr, making advanced editing and templates less efficient and user-friendly.
  • Users express frustration with integration issues in Qwilr, particularly with QuickBooks and payment processing options.
  • Users desire more missing features like advanced design modules, better HubSpot integration, and mobile support for Qwilr.
  • Users experience difficult editing with limited formatting control, leading to frustration during customization and layout adjustments.
  • Users note the limited features of Qwilr, particularly in content arrangement and integration options for better usability.

What Are Recent G2 Reviews of Qwilr?

What Are G2 Users Discussing About Qwilr?

Ignition

From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows

Average Rating: 4.7/5.0

Total Reviews: 122

How Do G2 Users Rate Ignition?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.8/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Ignition?

  • Seller: Ignition
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Chippendale, Australia
  • Twitter: @ignitionapp
    11,259 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    345 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Director
  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 89% Small, 3% Medium

What Do G2 Reviewers Say About Ignition?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Ignition, finding it intuitive and efficient for client interactions and payments.
  • Users commend Ignition for its exceptional customer support, highlighting helpful assistance and quick response times.
  • Users praise the easy setup of Ignition, allowing quick implementation and seamless integration with existing systems.
  • Users commend Ignition for its time-saving capabilities, streamlining proposals and payments effortlessly and enhancing efficiency.
  • Users commend Ignition for its effortless efficiency, significantly streamlining processes and enhancing their onboarding experience.
Cons
  • Users highlight the high cost of Ignition as a significant drawback, despite its positive impact on their business.
  • Users note a significant learning curve when using Ignition, leading to occasional mistakes and a time-intensive setup.
  • Users feel the need for more customization options in Ignition, particularly for forms and pricing packages.
  • Users desire more customization features in Ignition, particularly for forms and proposal versioning.
  • Users face payment issues with high subscription costs and limited refund options, complicating financial management.

What Are Recent G2 Reviews of Ignition?

What Are G2 Users Discussing About Ignition?

HoneyBook

HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required.

Average Rating: 4.5/5.0

Total Reviews: 245

How Do G2 Users Rate HoneyBook?

  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.7/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind HoneyBook?

  • Seller: HoneyBook
  • Company Website:
  • Year Founded: 2013
  • HQ Location: San Francisco, CA
  • Twitter: @honeybook
    4,476 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    325 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Photographer
  • Top Industries: Photography, Events Services
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About HoneyBook?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of HoneyBook, seamlessly integrating invoicing and project management for a professional experience.
  • Users love the streamlined payment management of HoneyBook, making invoicing and client communication effortless and efficient.
  • Users value the easy-to-use templates in HoneyBook, streamlining processes and enhancing organization for their businesses.
  • Users love the time-saving efficiency of HoneyBook, streamlining contracts and invoices for on-the-go management.
Cons
  • Users express a desire for missing features such as enhanced customization and better integration with other platforms.
  • Users find difficult customization in HoneyBook limits their experience, often complicating simple processes and integrations.
  • Users find HoneyBook's price increase excessive, offering little value for the higher subscription costs.

What Are Recent G2 Reviews of HoneyBook?

What Are G2 Users Discussing About HoneyBook?

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: 1,253

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: 8.2/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind GetAccept?

  • Seller: GetAccept Inc.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Palo Alto, CA
  • Twitter: @getaccept
    1,433 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    152 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Manager, Account 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 commend the ease of use in GetAccept, ensuring a smooth experience and minimal complaints from users.
  • Users appreciate the responsive customer support of GetAccept, enhancing their overall experience with the platform.
  • Users find GetAccept intuitive and easy to use, enhancing document workflows and client engagement effectively.
  • Users value the exceptional customer service of GetAccept, enhancing their overall experience and satisfaction with the platform.
  • Users find GetAccept a huge time-saver, thanks to its all-in-one accessibility and efficient automation features.
Cons
  • Users note the missing dark mode, which affects comfort and visual experience while using GetAccept.
  • Users face limited customization, leading to frustration and complexity when managing minor variations in contracts.
  • Users find difficult editing due to clunky blocks and limitations on signing order and quote modifications.
  • Users find the limited features of GetAccept to create unnecessary complexity and hinder customization options.
  • Users often face poor integration issues with GetAccept, leading to time-consuming troubleshooting and error message frustrations.

What Are Recent G2 Reviews of GetAccept?

RELAYTO AI

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

Average Rating: 4.7/5.0

Total Reviews: 457

How Do G2 Users Rate RELAYTO AI?

  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.5/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.6/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind RELAYTO AI?

  • Seller: Relayto
  • Year Founded: 2023
  • HQ Location: San Francisco , California
  • Twitter: @relayter
    2,206 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Student, Executive Assistant
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 62% Small, 23% Medium

What Do G2 Reviewers Say About RELAYTO AI?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of RELAYTO AI, making interactive content creation accessible to everyone.
  • Users appreciate the ability to customize PDF documents easily with RELAYTO AI, enhancing their workflow and creativity.
  • Users appreciate the high-quality templates and intuitive interface of RELAYTO AI, streamlining their workflow effectively.
  • Users love RELAYTO's user-friendly interface, making it easy to create and customize interactive content effortlessly.
  • Users love the easy creation of content with RELAYTO, thanks to its user-friendly interface and customizable templates.
Cons
  • Users experience a challenging learning curve with RELAYTO but find it rewarding as they become proficient.
  • Users find that there is a learning difficulty with Relayto AI, especially for new users navigating its features.
  • Users may face a steep learning curve with Relayto AI, especially when starting to use its advanced features.
  • Users find the initial difficulty in navigating RELAYTO AI can be challenging before becoming proficient with its features.
  • New users may experience a learning curve with Relayto AI, affecting their initial experience with the platform.

What Are Recent G2 Reviews of RELAYTO AI?

What Are G2 Users Discussing About RELAYTO AI?

Jotform Sign

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.

Average Rating: 4.7/5.0

Total Reviews: 1,713

How Do G2 Users Rate Jotform Sign?

  • Ease of Use: 9.2/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.2/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.1/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Jotform Sign?

  • Seller: Jotform
  • Company Website:
  • Year Founded: 2006
  • HQ Location: San Francisco, California
  • Twitter: @Jotform
    39,289 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    925 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Non-Profit Organization Management, Health, Wellness and Fitness
  • Company Size: 73% Small, 16% Medium

What Do G2 Reviewers Say About Jotform Sign?

AI-generated summary from verified user reviews

Pros
  • Users love the frictionless ease of use with Jotform Sign, enhancing efficiency and speeding up the signing process.
  • Users find the easy setup of Jotform Sign allows for a seamless and efficient document management experience.
  • Users find Jotform Sign to be easy and intuitive, simplifying document management with a seamless user experience.
  • Users appreciate the frictionless document-signing process of Jotform Sign, enhancing speed and efficiency in workflow management.
  • Users love the easy creation of Jotform Sign, enabling quick form setup and streamlined performance reviews with minimal effort.
Cons
  • Users express concerns over cost and submission limits, particularly for sporadic usage of signature services.
  • Users find Jotform Sign to be expensive, especially when needing advanced features that require a paid upgrade.
  • Users find the limited customization options in Jotform Sign a drawback that affects their overall experience.
  • Users experience form issues such as delays and limited options, making access and management less convenient.
  • Users find Jotform Sign lacks flexibility and essential features, limiting their order form customization and scalability.

What Are Recent G2 Reviews of Jotform Sign?

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: 1,116

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: 8.7/10)

Who Is the Company Behind Proposify?

  • Seller: Proposify
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Halifax
  • Twitter: @proposify
    4,207 Twitter followers
  • 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 remarkable, enabling quick proposal setup and streamlined, professional communication.
  • Users value the large library of customizable templates in Proposify, enhancing proposal efficiency and consistency.
  • Users praise the easy creation of Proposify, appreciating its straightforward implementation and consistent, reliable results.
  • Users love the easy setup of Proposify, enabling quick and efficient proposal sending with a professional look.
  • Users appreciate the ease of template creation, enabling quick, customizable proposals for various services.
Cons
  • Users face limited customization options in Proposify, making it difficult to edit proposals to their liking.
  • Users find difficult editing in Proposify, as aligning multi-page content can be cumbersome and time-consuming.
  • Users find the editing difficulties in Proposify frustrating, hindering their ability to create polished proposals easily.
  • Users experience slow performance with Proposify, facing frustrating lags and delays during critical tasks.
  • Users find layout issues in Proposify cumbersome, particularly with template changes and awkward pricing tables.

What Are Recent G2 Reviews of Proposify?

What Are G2 Users Discussing About Proposify?

DocSend

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.

Average Rating: 4.6/5.0

Total Reviews: 561

How Do G2 Users Rate DocSend?

  • Ease of Use: 9.0/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.9/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.0/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind DocSend?

  • Seller: Dropbox
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • Twitter: @Dropbox
    3,279,477 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,183 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 76% Small, 21% Medium

What Do G2 Reviewers Say About DocSend?

AI-generated summary from verified user reviews

Pros
  • Users praise DocSend for its ease of use, making document sharing and tracking simple and efficient.
  • Users value the visibility and tracking features of DocSend, enhancing document sharing and strategic decision-making.
  • Users appreciate the visibility and analytics DocSend provides, enhancing collaboration and document sharing for better insights.
  • Users value the robust security features of DocSend, ensuring safe document sharing with detailed engagement insights.
  • Users value the easy sharing of DocSend, which provides visibility and control over document engagement and professionalism.
Cons
  • Users find DocSend to be expensive, especially when managing multiple clients and requiring multiple user seats.
  • Users find the app functionality lacking, facing issues like slow loading, mobile optimization, and limited file type support.
  • Users find DocSend lacking features, such as advanced analytics and mobile optimization, limiting its overall effectiveness.
  • Users feel that DocSend's limited customization options restrict flexibility and adaptability for diverse marketing needs.
  • Users express concerns about high and fluctuating pricing for DocSend, affecting accessibility and overall affordability.

What Are Recent G2 Reviews of DocSend?

What Are G2 Users Discussing About DocSend?

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: 851

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: 8.7/10)

Who Is the Company Behind DealHub AI?

  • Seller: DealHub.io
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Austin, Texas
  • Twitter: @DealHubIO
    3,887 Twitter followers
  • 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 highly value the responsive support from DealHub AI, praising their thorough assistance and user-friendly tutorials.
  • Users find DealHub AI to have an intuitive interface and quick onboarding, enhancing their sales processes effortlessly.
  • Users value the time-saving features of DealHub AI, enhancing productivity with its intuitive interface and streamlined processes.
  • Users benefit from the efficiency of DealHub AI, significantly improving their sales cycle and operational processes.
  • Users commend the seamless integrations of DealHub AI, enhancing productivity and streamlining information processes effectively.
Cons
  • Users find the learning curve challenging, making navigation and functionality feel cumbersome until fully acclimated.
  • Users find that limited customization in DealHub AI requires workaround solutions and complicates their rollout processes.
  • Users find a steep learning curve with DealHub AI, making it challenging for new users to master the platform.
  • Users face integration issues with CRM, making the process challenging and time-consuming despite team support.
  • Users struggle with missing features in DealHub AI, leading to cumbersome workarounds and limitations in functionality.

What Are Recent G2 Reviews of DealHub AI?

What Are G2 Users Discussing About DealHub AI?

QuoteWerks

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.

Average Rating: 4.4/5.0

Total Reviews: 192

How Do G2 Users Rate QuoteWerks?

  • Ease of Use: 8.4/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.4/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind QuoteWerks?

  • Seller: Aspire Technologies
  • Company Website:
  • Year Founded: 1993
  • HQ Location: Orlando, FL
  • Twitter: @QuoteWerks
    1,133 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: President, Owner
  • Top Industries: Information Technology and Services, Computer Networking
  • Company Size: 72% Small, 20% Medium

What Do G2 Reviewers Say About QuoteWerks?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of QuoteWerks, allowing for quick and seamless quote creation and management.
  • Users appreciate the efficiency of QuoteWerks in creating and managing quotes, streamlining their sales processes effortlessly.
  • Users love the customizable templates of QuoteWerks, creating professional quotes quickly and enhancing their branding effortlessly.
  • Users appreciate the efficiency improvement of QuoteWerks, which significantly streamlines their workflow and saves time.
  • Users highlight QuoteWerks' seamless integrations with CRM and accounting systems, enhancing workflow and reducing manual data entry.
Cons
  • Users find the poor interface design of QuoteWerks outdated and challenging for new users, impacting overall usability.
  • Users find the complex setup process time-consuming, impacting initial deployment and overall user experience.
  • Users find the datsed interface of QuoteWerks impacts navigation and suggests a more modern design would improve usability.
  • Users feel that QuoteWerks is somewhat expensive and report slow deployment and integration processes as drawbacks.
  • Users find that billing issues arise from time-consuming deployments and less competitive pricing, affecting overall satisfaction.

What Are Recent G2 Reviews of QuoteWerks?

What Are G2 Users Discussing About QuoteWerks?

ConnectWise CPQ

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.

Average Rating: 4.0/5.0

Total Reviews: 122

How Do G2 Users Rate ConnectWise CPQ?

  • Ease of Use: 7.8/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 7.6/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 7.4/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind ConnectWise CPQ?

  • Seller: ConnectWise
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • Twitter: @ConnectWise
    14,926 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®
  • Phone: 800-671-6898

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 51% Small, 46% Medium

What Do G2 Reviewers Say About ConnectWise CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the high customization options of ConnectWise CPQ, enhancing flexibility and meeting specific business needs effectively.
  • Users value the quick and responsive customer support of ConnectWise CPQ, enhancing their overall experience with the product.
  • Users value the high level of customizability in ConnectWise CPQ, enhancing their quoting processes efficiently.
  • Users value the highly customizable options in ConnectWise CPQ, enhancing their quoting process and overall efficiency.
  • Users value the easy integration with CW PSA, enhancing their efficiency and overall experience with ConnectWise CPQ.
Cons
  • Users find difficult editing in ConnectWise CPQ frustrating, as it's limited and often requires extensive troubleshooting.
  • Users often face bug issues that hinder functionality and complicate basic tasks in ConnectWise CPQ.
  • Users find the complex features of ConnectWise CPQ overwhelming and recommend hiring a knowledgeable consultant for assistance.
  • Users find the setup process complex, often requiring expert consultation to navigate effectively.
  • Users struggle with deletion problems in ConnectWise CPQ, finding the system outdated and frustrating for features and formatting.

What Are Recent G2 Reviews of ConnectWise CPQ?

What Are G2 Users Discussing About ConnectWise CPQ?

Cone

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.

Average Rating: 4.8/5.0

Total Reviews: 35

How Do G2 Users Rate Cone?

  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 9.1/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 9.3/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Cone?

  • Seller: Cone
  • Year Founded: 2022
  • HQ Location: United States
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Cone?

AI-generated summary from verified user reviews

Pros
  • Users find Cone's ease of use remarkable, streamlining workflows and enhancing team adoption with its intuitive design.
  • Users commend Cone's exceptional customer support, enhancing their experience with the product's features and functionality.
  • Users value the time-saving features of Cone, making processes more efficient and improving productivity significantly.
  • Users rave about the time-saving efficiency of Cone, streamlining processes and enhancing productivity across various functions.
  • Users value the affordable pricing of Cone, appreciating the cost-effective all-in-one management solution it provides.
Cons
  • Users note a learning curve with Cone, but find support helpful in easing the transition.
  • Users find the lack of an autosave option problematic, risking loss of work upon page reload.
  • Users find the difficult setup process challenging, but appreciate the helpful support from the Cone team.
  • Users face initial usage difficulty due to limited help resources, requiring extensive research before getting started.
  • Users find the limited customization options frustrating, hindering their ability to tailor proposals to client needs.

What Are Recent G2 Reviews of Cone?

TaxDome

Winner of all 9 categories in the 2026 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 15,000 firms to communicate with more than 5 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 7,600+ 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.

Average Rating: 4.7/5.0

Total Reviews: 726

How Do G2 Users Rate TaxDome?

  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Assembly and Approval Workflows: 8.7/10 (Category avg: 8.6/10)
  • Template Creation and Flexibility: 8.5/10 (Category avg: 8.6/10)
  • Customizability: Variables and Fields: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind TaxDome?

  • Seller: TaxDome
  • Year Founded: 2017
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    304 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Accounting, Financial Services
  • Company Size: 99% Small, 0% Medium

What Do G2 Reviewers Say About TaxDome?

AI-generated summary from verified user reviews

Pros
  • Users find TaxDome extremely easy to use, appreciating its convenience and efficiency in managing their workload smoothly.
  • Users praise TaxDome for its efficiency in keeping everything organized and automating workflows, enhancing productivity.
  • Users appreciate the client management features of TaxDome, enhancing organization and improving client engagement effortlessly.
  • Users commend the responsive customer support team, enhancing efficiency and simplifying client collaboration.
  • Users appreciate the document management features of TaxDome, enabling organized, secure, and efficient client interactions and workflows.
Cons
  • Users find the learning curve steep, especially for setup and mastering tags, which can be overwhelming.
  • Users feel that TaxDome is lacking in essential features like shared inboxes and open APIs, hindering productivity.
  • Users find the difficult learning curve of TaxDome challenging, requiring significant time and effort to master the platform.
  • Users often find the time-consuming setup process challenging, needing substantial effort to fully benefit from TaxDome.
  • Users note limited features in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team.

What Are Recent G2 Reviews of TaxDome?

What Are G2 Users Discussing About TaxDome?

Julie Jung
JJ
Researched and written by Julie Jung
Updated