Best Proposal Software - Page 2

JJ
Researched and written by Julie Jung

Proposal software is designed to streamline and automate the proposal and request for proposal (RFP) process for sales operations. Sales professionals benefit from proposal software features like the ability to quickly generate documents in multiple file formats, share documents through multiple channels, and track the impact of RFP and proposal documents on the sales success. Proposals can be the first important step in a business relationship, which means that salespeople need to include valuable and consistent content that is personalized to customer profiles and needs. Proposal tools are usually used to help sales or partnerships, so common integrations include CRM software, CPQ software, e-signature software, and accounting software.

To qualify for inclusion in the Proposal category, a product must:

Provide a repository of documents and templates which can be used to quickly generate proposals
Integrate with solutions like CRM and CPQ to pull product and customer data
Offer functionality to quickly and efficiently create and send proposals
Allow edits and feedback during the proposal process, and track changes made
Include analytics to evaluate the efficiency of the proposal process

Best Proposal Software At A Glance

Leader:
PandaDoc
PandaDoc
Highest Performer:
fynk
fynk
Best Contender:
Oracle CPQ
Oracle CPQ
Most Niche:
Storydoc
Storydoc
Most Trending:
Responsive, formerly RFPIO
Responsive, formerly RFPIO
Show LessShow More
Best Contender:
Oracle CPQ
Oracle CPQ
Most Niche:
Storydoc
Storydoc
Most Trending:
Responsive, formerly RFPIO
Responsive, formerly RFPIO

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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241 Listings in Proposal Available
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    G2 Score
ConnectWise CPQ
(139)4.0 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Quote | Propose | Close Create winning proposals and close deals faster with ConnectWise CPQ, the premier quote and proposal solution within the ConnectWise Suite. As an all-in-one, cloud-based quo

    Users
    • CEO
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 51% Small-Business
    • 46% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ConnectWise CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Quoting Process
    3
    Customization
    2
    Automation
    1
    Client Management
    1
    Client Relationship Management
    1
    Cons
    Complex Features
    1
    Complex Setup
    1
    Learning Curve
    1
    Steep Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ConnectWise CPQ features and usability ratings that predict user satisfaction
    7.8
    Ease of Use
    Average: 8.9
    7.6
    Assembly and Approval Workflows
    Average: 8.6
    7.4
    Template Creation and Flexibility
    Average: 8.5
    7.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ConnectWise
    Year Founded
    1982
    HQ Location
    Tampa, FL
    Twitter
    @ConnectWise
    15,064 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,224 employees on LinkedIn®
    Phone
    800-671-6898
Product Description
How are these determined?Information
This description is provided by the seller.

Quote | Propose | Close Create winning proposals and close deals faster with ConnectWise CPQ, the premier quote and proposal solution within the ConnectWise Suite. As an all-in-one, cloud-based quo

Users
  • CEO
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 51% Small-Business
  • 46% Mid-Market
ConnectWise CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Quoting Process
3
Customization
2
Automation
1
Client Management
1
Client Relationship Management
1
Cons
Complex Features
1
Complex Setup
1
Learning Curve
1
Steep Learning Curve
1
ConnectWise CPQ features and usability ratings that predict user satisfaction
7.8
Ease of Use
Average: 8.9
7.6
Assembly and Approval Workflows
Average: 8.6
7.4
Template Creation and Flexibility
Average: 8.5
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
ConnectWise
Year Founded
1982
HQ Location
Tampa, FL
Twitter
@ConnectWise
15,064 Twitter followers
LinkedIn® Page
www.linkedin.com
3,224 employees on LinkedIn®
Phone
800-671-6898
Read ConnectWise CPQ Reviews
Anchor
(55)4.9 out of 5
7th Easiest To Use in Proposal software
Save to My Lists
Entry Level Price:$5.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Anchor gets businesses paid on time, effortlessly. Anchor’s autonomous billing solution is a cloud-based platform that redefines B2B billing, collections, and payments. By providing an end-to-end bill

    Users
    • Owner
    Industries
    • Accounting
    Market Segment
    • 96% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anchor is a billing and proposal platform that allows users to automate their client onboarding, billing workflow, and create customizable proposals.
    • Reviewers appreciate Anchor's ability to automate billing, create customizable proposals, and its seamless integration with QuickBooks, which saves them significant time and streamlines their processes.
    • Users reported that the initial setup and learning curve can be time-consuming, and they would like more customization options for reporting and proposals, as well as faster response times from customer support.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anchor Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time-saving
    25
    Ease of Use
    22
    Automation
    18
    Invoicing
    17
    Customer Support
    15
    Cons
    Payment Issues
    12
    Billing Issues
    7
    Missing Features
    7
    Delays
    6
    Processing Delays
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anchor features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.8
    Template Creation and Flexibility
    Average: 8.5
    8.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anchor
    HQ Location
    New York, US
    Twitter
    @Say_anchor_
    141 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Anchor gets businesses paid on time, effortlessly. Anchor’s autonomous billing solution is a cloud-based platform that redefines B2B billing, collections, and payments. By providing an end-to-end bill

Users
  • Owner
Industries
  • Accounting
Market Segment
  • 96% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anchor is a billing and proposal platform that allows users to automate their client onboarding, billing workflow, and create customizable proposals.
  • Reviewers appreciate Anchor's ability to automate billing, create customizable proposals, and its seamless integration with QuickBooks, which saves them significant time and streamlines their processes.
  • Users reported that the initial setup and learning curve can be time-consuming, and they would like more customization options for reporting and proposals, as well as faster response times from customer support.
Anchor Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time-saving
25
Ease of Use
22
Automation
18
Invoicing
17
Customer Support
15
Cons
Payment Issues
12
Billing Issues
7
Missing Features
7
Delays
6
Processing Delays
6
Anchor features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.8
Template Creation and Flexibility
Average: 8.5
8.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Anchor
HQ Location
New York, US
Twitter
@Say_anchor_
141 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
Read Anchor Reviews

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Odoo Sales
(13)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Send polished quotations with eSignature and online payment.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 46% Mid-Market
    • 46% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Odoo Sales Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Easy Integrations
    1
    Upload Ease
    1
    Cons
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Odoo Sales features and usability ratings that predict user satisfaction
    8.5
    Ease of Use
    Average: 8.9
    6.9
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    Template Creation and Flexibility
    Average: 8.5
    9.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Odoo
    Year Founded
    2005
    HQ Location
    Brussels, Belgium
    Twitter
    @Odoo
    53,897 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    6,171 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Send polished quotations with eSignature and online payment.

Users
No information available
Industries
No information available
Market Segment
  • 46% Mid-Market
  • 46% Small-Business
Odoo Sales Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Easy Integrations
1
Upload Ease
1
Cons
Poor Customer Support
1
Odoo Sales features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
6.9
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.5
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Odoo
Year Founded
2005
HQ Location
Brussels, Belgium
Twitter
@Odoo
53,897 Twitter followers
LinkedIn® Page
www.linkedin.com
6,171 employees on LinkedIn®
Read Odoo Sales Reviews
Conga CLM
(550)4.3 out of 5
Optimized for quick response
View top Consulting Services for Conga CLM
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Conga CLM is a robust contract lifecycle management software solution designed to streamline and automate the entire contract management process, from creation to renewal. This comprehensive platform

    Users
    • Account Executive
    • Salesforce Administrator
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 42% Mid-Market
    • 35% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Conga CLM is a contract management tool that integrates with Salesforce, centralizes contract repositories, and tracks changes and actions for each contract.
    • Reviewers appreciate Conga CLM's advanced AI models, automation capabilities, and strong customer support, which streamline the contract process and increase efficiency.
    • Reviewers experienced performance issues when handling large volumes of contracts, found the initial setup challenging, and reported that the user interface could be more intuitive.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Conga CLM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    32
    Contract Management
    28
    Time-saving
    27
    Efficiency
    23
    Features
    22
    Cons
    Steep Learning Curve
    18
    Complex Setup
    15
    Learning Curve
    15
    Difficult Setup
    12
    Slow Performance
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Conga CLM features and usability ratings that predict user satisfaction
    8.0
    Ease of Use
    Average: 8.9
    7.5
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    Template Creation and Flexibility
    Average: 8.5
    8.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    Broomfield, CO
    Twitter
    @CongaHQ
    11,274 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,828 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Conga CLM is a robust contract lifecycle management software solution designed to streamline and automate the entire contract management process, from creation to renewal. This comprehensive platform

Users
  • Account Executive
  • Salesforce Administrator
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 42% Mid-Market
  • 35% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Conga CLM is a contract management tool that integrates with Salesforce, centralizes contract repositories, and tracks changes and actions for each contract.
  • Reviewers appreciate Conga CLM's advanced AI models, automation capabilities, and strong customer support, which streamline the contract process and increase efficiency.
  • Reviewers experienced performance issues when handling large volumes of contracts, found the initial setup challenging, and reported that the user interface could be more intuitive.
Conga CLM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
32
Contract Management
28
Time-saving
27
Efficiency
23
Features
22
Cons
Steep Learning Curve
18
Complex Setup
15
Learning Curve
15
Difficult Setup
12
Slow Performance
12
Conga CLM features and usability ratings that predict user satisfaction
8.0
Ease of Use
Average: 8.9
7.5
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.5
8.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
Broomfield, CO
Twitter
@CongaHQ
11,274 Twitter followers
LinkedIn® Page
www.linkedin.com
1,828 employees on LinkedIn®
Get a quote
FastSpring Interactive Quotes
(17)4.7 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience the

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 71% Small-Business
    • 24% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FastSpring Interactive Quotes features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.9
    10.0
    Assembly and Approval Workflows
    Average: 8.6
    10.0
    Template Creation and Flexibility
    Average: 8.5
    10.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FastSpring
    Year Founded
    2005
    HQ Location
    Santa Barbara, CA
    Twitter
    @FastSpring
    3,293 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    157 employees on LinkedIn®
    Phone
    +1.805.409.9008
Product Description
How are these determined?Information
This description is provided by the seller.

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience the

Users
No information available
Industries
  • Computer Software
Market Segment
  • 71% Small-Business
  • 24% Mid-Market
FastSpring Interactive Quotes features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.9
10.0
Assembly and Approval Workflows
Average: 8.6
10.0
Template Creation and Flexibility
Average: 8.5
10.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
FastSpring
Year Founded
2005
HQ Location
Santa Barbara, CA
Twitter
@FastSpring
3,293 Twitter followers
LinkedIn® Page
www.linkedin.com
157 employees on LinkedIn®
Phone
+1.805.409.9008
Read FastSpring Interactive Quotes Reviews
OnePageCRM
(206)4.7 out of 5
15th Easiest To Use in Proposal software
Save to My Lists
DealsSpecial offer!
33% off: $9.95
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight i

    Users
    • Founder
    • Managing Director
    Industries
    • Marketing and Advertising
    • Non-Profit Organization Management
    Market Segment
    • 86% Small-Business
    • 12% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OnePageCRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    78
    Simple
    47
    Customer Support
    37
    Helpful
    36
    CRM Integration
    33
    Cons
    Missing Features
    21
    Poor Integration
    12
    Integration Issues
    11
    Limited Customization
    11
    Lack of Integrations
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OnePageCRM features and usability ratings that predict user satisfaction
    9.3
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.5
    8.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OnePageCRM
    Year Founded
    2010
    HQ Location
    Galway, Ireland
    Twitter
    @OnePageCRM
    3,974 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
    Phone
    +1 (646) 762 1303
Product Description
How are these determined?Information
This description is provided by the seller.

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight i

Users
  • Founder
  • Managing Director
Industries
  • Marketing and Advertising
  • Non-Profit Organization Management
Market Segment
  • 86% Small-Business
  • 12% Mid-Market
OnePageCRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
78
Simple
47
Customer Support
37
Helpful
36
CRM Integration
33
Cons
Missing Features
21
Poor Integration
12
Integration Issues
11
Limited Customization
11
Lack of Integrations
10
OnePageCRM features and usability ratings that predict user satisfaction
9.3
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.5
8.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
OnePageCRM
Year Founded
2010
HQ Location
Galway, Ireland
Twitter
@OnePageCRM
3,974 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
Phone
+1 (646) 762 1303
Read OnePageCRM Reviews
TaxDome
(629)4.7 out of 5
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 100% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaxDome Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    177
    Automation
    103
    Customer Support
    95
    Client Portal
    75
    Document Management
    66
    Cons
    Learning Curve
    78
    Time-Consuming Setup
    42
    Difficult Setup
    37
    Difficult Learning
    35
    Missing Features
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.9
    9.2
    Assembly and Approval Workflows
    Average: 8.6
    8.5
    Template Creation and Flexibility
    Average: 8.5
    9.1
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    252 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 100% Small-Business
  • 0% Mid-Market
TaxDome Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
177
Automation
103
Customer Support
95
Client Portal
75
Document Management
66
Cons
Learning Curve
78
Time-Consuming Setup
42
Difficult Setup
37
Difficult Learning
35
Missing Features
35
TaxDome features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.9
9.2
Assembly and Approval Workflows
Average: 8.6
8.5
Template Creation and Flexibility
Average: 8.5
9.1
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
252 employees on LinkedIn®
Read TaxDome Reviews
Fiverr Workspace
(21)4.1 out of 5
Save to My Lists
Entry Level Price:FREE
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of feature

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 86% Small-Business
    • 5% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fiverr Workspace features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.8
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.5
    9.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fiverr
    Year Founded
    2010
    HQ Location
    Tel-Aviv
    Twitter
    @fiverr
    457,331 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    212,456 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AND.CO from Fiverr is a business management software designed to help freelancers, solopreneurs, entrepreneurs, studios and so on, save time on running their business. With its entire suite of feature

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 86% Small-Business
  • 5% Mid-Market
Fiverr Workspace features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.8
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.5
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Fiverr
Year Founded
2010
HQ Location
Tel-Aviv
Twitter
@fiverr
457,331 Twitter followers
LinkedIn® Page
www.linkedin.com
212,456 employees on LinkedIn®
Read Fiverr Workspace Reviews
AutogenAI
(40)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and

    Users
    No information available
    Industries
    • Consulting
    Market Segment
    • 40% Enterprise
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AutogenAI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    8
    Helpful
    6
    Time-saving
    6
    Customer Support
    5
    Features
    5
    Cons
    Ineffective Search Functionality
    2
    Limited Customization
    2
    Limited Tools
    2
    Poor Integration
    2
    AI Performance
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AutogenAI features and usability ratings that predict user satisfaction
    8.2
    Ease of Use
    Average: 8.9
    7.2
    Assembly and Approval Workflows
    Average: 8.6
    6.7
    Template Creation and Flexibility
    Average: 8.5
    7.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AutogenAI
    Company Website
    Year Founded
    2022
    HQ Location
    New York, NY
    Twitter
    @AutogenAI
    264 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    159 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AutogenAI, headquartered in New York, NY, is at the forefront of AI proposal writing and management innovation, offering solutions that allow users to rapidly draft competitive, winning proposals and

Users
No information available
Industries
  • Consulting
Market Segment
  • 40% Enterprise
  • 33% Mid-Market
AutogenAI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
8
Helpful
6
Time-saving
6
Customer Support
5
Features
5
Cons
Ineffective Search Functionality
2
Limited Customization
2
Limited Tools
2
Poor Integration
2
AI Performance
1
AutogenAI features and usability ratings that predict user satisfaction
8.2
Ease of Use
Average: 8.9
7.2
Assembly and Approval Workflows
Average: 8.6
6.7
Template Creation and Flexibility
Average: 8.5
7.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
AutogenAI
Company Website
Year Founded
2022
HQ Location
New York, NY
Twitter
@AutogenAI
264 Twitter followers
LinkedIn® Page
www.linkedin.com
159 employees on LinkedIn®
Get a quote
Smart Pricing Table
(43)5.0 out of 5
10th Easiest To Use in Proposal software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Smart Pricing Table is interactive B2B proposal software that allows you to create, distribute, and e-sign proposals with ease. Our focus is on the pricing table, upsells, and reusable line items.

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 95% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Smart Pricing Table Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    16
    Efficiency
    11
    Customer Support
    10
    Time-saving
    10
    Proposal Management
    9
    Cons
    Bug Issues
    1
    Email Issues
    1
    Layout Issues
    1
    Limited Customization
    1
    Limited Design Options
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Smart Pricing Table features and usability ratings that predict user satisfaction
    9.7
    Ease of Use
    Average: 8.9
    9.8
    Assembly and Approval Workflows
    Average: 8.6
    9.6
    Template Creation and Flexibility
    Average: 8.5
    9.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Smart Pricing Table
    Year Founded
    2020
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Smart Pricing Table is interactive B2B proposal software that allows you to create, distribute, and e-sign proposals with ease. Our focus is on the pricing table, upsells, and reusable line items.

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 95% Small-Business
  • 5% Mid-Market
Smart Pricing Table Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
16
Efficiency
11
Customer Support
10
Time-saving
10
Proposal Management
9
Cons
Bug Issues
1
Email Issues
1
Layout Issues
1
Limited Customization
1
Limited Design Options
1
Smart Pricing Table features and usability ratings that predict user satisfaction
9.7
Ease of Use
Average: 8.9
9.8
Assembly and Approval Workflows
Average: 8.6
9.6
Template Creation and Flexibility
Average: 8.5
9.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Smart Pricing Table
Year Founded
2020
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Read Smart Pricing Table Reviews
Minoa
(24)5.0 out of 5
8th Easiest To Use in Proposal software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Minoa is a San Francisco based value enablement platform helping sales teams to build business cases that drive higher sales efficiency and bigger deals. In times where procurement and finance teams

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 79% Mid-Market
    • 13% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Minoa is a tool used by teams to create ROI calculations and business cases for their deals, enabling faster and more efficient value selling.
    • Users like the ease of use, quick customer support, and the ability to create business cases quickly, which has been instrumental in scaling their company's value program.
    • Users mentioned concerns about their internal ability to build a value framework and the need for future integration with other solutions like Gainsight.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Minoa Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Sales Efficiency
    8
    Team Collaboration
    6
    Efficiency
    5
    Time-saving
    5
    Cons
    Poor Integration
    4
    Difficult Learning
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Minoa features and usability ratings that predict user satisfaction
    10.0
    Ease of Use
    Average: 8.9
    9.4
    Assembly and Approval Workflows
    Average: 8.6
    9.4
    Template Creation and Flexibility
    Average: 8.5
    9.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Minoa
    Year Founded
    2023
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Minoa is a San Francisco based value enablement platform helping sales teams to build business cases that drive higher sales efficiency and bigger deals. In times where procurement and finance teams

Users
No information available
Industries
  • Computer Software
Market Segment
  • 79% Mid-Market
  • 13% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Minoa is a tool used by teams to create ROI calculations and business cases for their deals, enabling faster and more efficient value selling.
  • Users like the ease of use, quick customer support, and the ability to create business cases quickly, which has been instrumental in scaling their company's value program.
  • Users mentioned concerns about their internal ability to build a value framework and the need for future integration with other solutions like Gainsight.
Minoa Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Sales Efficiency
8
Team Collaboration
6
Efficiency
5
Time-saving
5
Cons
Poor Integration
4
Difficult Learning
1
Minoa features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 8.9
9.4
Assembly and Approval Workflows
Average: 8.6
9.4
Template Creation and Flexibility
Average: 8.5
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Minoa
Year Founded
2023
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Read Minoa Reviews
Epicor CPQ
(97)4.5 out of 5
Optimized for quick response
View top Consulting Services for Epicor CPQ
Save to My Lists
Entry Level Price:$150.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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, prici

    Users
    No information available
    Industries
    • Pharmaceuticals
    • Construction
    Market Segment
    • 60% Mid-Market
    • 40% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Epicor CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    1
    Templates
    1
    Cons
    Complex Implementation
    1
    Complexity
    1
    Complex Setup
    1
    Required Expertise
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Epicor CPQ features and usability ratings that predict user satisfaction
    8.6
    Ease of Use
    Average: 8.9
    9.0
    Assembly and Approval Workflows
    Average: 8.6
    9.1
    Template Creation and Flexibility
    Average: 8.5
    9.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Epicor
    Company Website
    Year Founded
    1972
    HQ Location
    Austin, TX
    Twitter
    @Epicor
    9,470 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,845 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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, prici

Users
No information available
Industries
  • Pharmaceuticals
  • Construction
Market Segment
  • 60% Mid-Market
  • 40% Enterprise
Epicor CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
1
Templates
1
Cons
Complex Implementation
1
Complexity
1
Complex Setup
1
Required Expertise
1
Epicor CPQ features and usability ratings that predict user satisfaction
8.6
Ease of Use
Average: 8.9
9.0
Assembly and Approval Workflows
Average: 8.6
9.1
Template Creation and Flexibility
Average: 8.5
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Epicor
Company Website
Year Founded
1972
HQ Location
Austin, TX
Twitter
@Epicor
9,470 Twitter followers
LinkedIn® Page
www.linkedin.com
5,845 employees on LinkedIn®
Get a quote
Cacheflow
(58)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expa

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 67% Mid-Market
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cacheflow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    37
    Proposal Management
    18
    Integrations
    16
    Customer Support
    15
    Easy Setup
    15
    Cons
    Missing Features
    17
    Limited Features
    11
    Access Limitations
    5
    Difficult Customization
    4
    Limited Customization
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cacheflow features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    8.8
    Template Creation and Flexibility
    Average: 8.5
    8.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cacheflow
    Year Founded
    2021
    HQ Location
    Los Altos, CA
    Twitter
    @getcacheflow
    90 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expa

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 67% Mid-Market
  • 33% Small-Business
Cacheflow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
37
Proposal Management
18
Integrations
16
Customer Support
15
Easy Setup
15
Cons
Missing Features
17
Limited Features
11
Access Limitations
5
Difficult Customization
4
Limited Customization
4
Cacheflow features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
8.8
Template Creation and Flexibility
Average: 8.5
8.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Cacheflow
Year Founded
2021
HQ Location
Los Altos, CA
Twitter
@getcacheflow
90 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Read Cacheflow Reviews
AutoRFP.ai
(51)4.9 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$499.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AutoRFP.ai was founded with the vision of helping our customers win more deals, faster with higher quality responses by generating responses automatically using AI. Unlike legacy systems, AutoRFP.ai i

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 27% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AutoRFP.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time-saving
    27
    RFP Management
    21
    Customer Support
    14
    Team Collaboration
    14
    Ease of Use
    13
    Cons
    Not Intuitive
    5
    Poor Interface Design
    4
    Feature Usability
    3
    Navigation Difficulty
    3
    Limited Template Flexibility
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AutoRFP.ai features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 8.9
    9.2
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.5
    9.2
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AutoRFP.ai
    Company Website
    Year Founded
    2022
    HQ Location
    Brisbane, QLD
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AutoRFP.ai was founded with the vision of helping our customers win more deals, faster with higher quality responses by generating responses automatically using AI. Unlike legacy systems, AutoRFP.ai i

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 27% Small-Business
AutoRFP.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time-saving
27
RFP Management
21
Customer Support
14
Team Collaboration
14
Ease of Use
13
Cons
Not Intuitive
5
Poor Interface Design
4
Feature Usability
3
Navigation Difficulty
3
Limited Template Flexibility
2
AutoRFP.ai features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 8.9
9.2
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.5
9.2
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
AutoRFP.ai
Company Website
Year Founded
2022
HQ Location
Brisbane, QLD
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Get a quote
Bonsai
(101)4.3 out of 5
Save to My Lists
Entry Level Price:Starting at $9.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify yo

    Users
    • Owner
    Industries
    • Marketing and Advertising
    • Design
    Market Segment
    • 93% Small-Business
    • 1% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Bonsai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Invoicing
    27
    Invoice Management
    22
    Simple
    21
    Client Management
    18
    Cons
    Missing Features
    21
    Payment Issues
    17
    Expensive
    14
    Poor Customer Support
    14
    Limited Features
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Bonsai features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.0
    Assembly and Approval Workflows
    Average: 8.6
    8.5
    Template Creation and Flexibility
    Average: 8.5
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Bonsai (YC W16)
    Year Founded
    2015
    HQ Location
    San Francisco, California
    Twitter
    @bonsaiinc
    3,113 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify yo

Users
  • Owner
Industries
  • Marketing and Advertising
  • Design
Market Segment
  • 93% Small-Business
  • 1% Enterprise
Bonsai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Invoicing
27
Invoice Management
22
Simple
21
Client Management
18
Cons
Missing Features
21
Payment Issues
17
Expensive
14
Poor Customer Support
14
Limited Features
13
Bonsai features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.0
Assembly and Approval Workflows
Average: 8.6
8.5
Template Creation and Flexibility
Average: 8.5
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Bonsai (YC W16)
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@bonsaiinc
3,113 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
Read Bonsai Reviews
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