Quotation System Software

Contract amendment / revisioning process has to be built. The time spent in a spreadsheet to manage the rules and logic for the product library, pricing and calculations can be signifcant if the sales process is complex. Review collected by and hosted on G2.com.

Primarily the CPQ aspects.

Dealhub had to solve for a business processes that doesn't tolerate delays, meaning a customer has be able to have a complex structured quote in hand with an extremely short notice.

The quote has to be able to handle thousand of uniqely configured line items, since we operate in the public sector and can sell subscriptions to dozens of customers.

And the price calculation had to very precise for multi-year deals and allow for discretionary discounts.

This results in extremely quickly made, complex quotes that our customer can rely on. Review collected by and hosted on G2.com.

Nothing to dislike. The team worked almost as an extension of our team, and configured everything for us. Even after we went live, they stayed connected on Slack, and resolved our queries. Review collected by and hosted on G2.com.

Zenskar solved our three major billing headaches.

First, it automated our PLG billing completely - no more downloading usage report, manually creating invoices. Second, it simplified our revenue recognition process, making our finance team much more efficient. Finally, it gave us the flexibility to handle both self-serve and enterprise customers through a single platform. Review collected by and hosted on G2.com.

The Pricing structure for revenue cloud is complex and not transparent sometime creating confusion's among our Organization. Review collected by and hosted on G2.com.

It helps our customers to customize their Billing and Contract Generation. Our end customers were really benefitted on automatic Billing Generation and accurte Quote creation. Helping our business to accelerate revenue growth across any channel. Review collected by and hosted on G2.com.

Sometimes the searching function is difficult to use, I forget where to look to actually find a specific document. That's probably more user-error than anything though :) Review collected by and hosted on G2.com.

It gives us a super easy way to create templates for our staff, so that they are adhereing to content and pricing guidlines easier than a static word/pdf. Makes proposal and contract generation really quick (1-2 hours via word/pdf/ppt, down to 20 mins or less with pandadoc) Review collected by and hosted on G2.com.

I feel that using the editor can be frustrating at times - especially when it comes to text formatting and the tables. I find that the tables are usually kind of glitchy, which is a bit frustrating. Also, copying and pasting from a Word Document into Proposify typically does not work, as the formatting gets all messed us.

Our clients have also had issues receiving and/or opening the proposals from Proposify, which we typically solve by sending them a PDF. This isn't the end of the world, but it is an extra step that sometimes needs to happen. Review collected by and hosted on G2.com.

It saves a lot of time by using the proposal templates and not having to rewrite every proposal from scratch. Review collected by and hosted on G2.com.

Nothing. Zilch. Nada. The only minor thing is I keep calling it RFPIO! Review collected by and hosted on G2.com.

Go ahead and get RFPIO, it'll be the best purchase you'll make all year. Review collected by and hosted on G2.com.

Floating files and email chains are eliminated. Responsive serves as a single source of truth, ensuring accountability and preventing unresponsiveness. Our team can manage the entire process in one place, which is a significant advantage. Review collected by and hosted on G2.com.

Manual Effort Needed: While the automation features are generally excellent, the need to manually address issues like missing URLs detracts from the overall efficiency of the system. A more robust mechanism for automatically correcting these issues would be beneficial. Review collected by and hosted on G2.com.

Auto syncing products using XML files from my website to make it a lot easier and more accurate. Review collected by and hosted on G2.com.

Nothing we have seen so far. They are constantly improving as well. Review collected by and hosted on G2.com.

Integrated Quote to Invoicing - all in one place Review collected by and hosted on G2.com.

Given that we have successfully integrated the GetAccept solution into our processes, it is difficult to find negative points. If the solution allowed sending multiple quotes per proposal, it would have saved us a lot of development, but no solution on the market integrates this point as we expect. However, we were able to develop it with the GetAccept APIs. Review collected by and hosted on G2.com.

We have a practice of regularly sending multiple quotes in a single proposal. The GetAccept signature protocol as well as the APIs have allowed us to adhere to our process while integrating electronic signatures. Review collected by and hosted on G2.com.

The export to PDF function, doesnt leave our style of templates particaully pretty, but that's mostly as we have a lot of videos and images, which don't print well! Most people use it online, so is a minor issue. Review collected by and hosted on G2.com.

Keeping pricing easy for our sales agents to keep acrurate, and within each products specs. As well as allow our customers to see what the difference would be if they adjust features themselves to get the final costs. Review collected by and hosted on G2.com.

Some functionality is in its infancy. It works, but it could be more customisable to our needs. For example, some of the terminology on the order forms is US-focused, and it can't be changed.

However, we have compromised here as the pros outweigh the limitations, and we constantly see Cacheflow enhance functionality. Review collected by and hosted on G2.com.

We relied on multiple systems that didn't interact effectively. We lacked a single source of truth for subscriptions, leading to frequent back-and-forth communication between teams to verify data and ensure financial accuracy. Review collected by and hosted on G2.com.

So far, it's been a really positive experience with Subskribe, so I can't say that I've had any challenges. I want to see them continue to advance their functionality to be on par with other CPQ platforms, but I think they will get there and already have in many ways. Review collected by and hosted on G2.com.

It helps me to build quotes, seek approvals from the right people in my leadership, and easily ensure that order forms are accurate and have no issues. This helps me avoid having quotes that are incorrect or even having to get contracts re-signed. Review collected by and hosted on G2.com.

We often have special agreements or framework contracts with deviating prices, and we haven’t yet found a solution for handling these in the system. Review collected by and hosted on G2.com.

vloxq CPQ helps us with license calculations, including discounts, as well as quote and agreement creation. This streamlines our processes and ensures accuracy. Review collected by and hosted on G2.com.

They still dont have a way to show how much your pipeline has increased or decreased over time. For example, if I just wanted to see how many dollars were added in a single month, this tool cant do that. There are a lot of clunky work-arounds but they still wont give you the exact data you are looking for. Review collected by and hosted on G2.com.

A one stop shop that gives me almost everything that I need to run my sales organization. I can track overall sales pipeline and the individual metrics for each of my sales reps. Review collected by and hosted on G2.com.

I don't like that it can be difficult to manage custom software. Also, there is an incredible amount of detail in the system and it can be a bit overwhelming for a new user. Review collected by and hosted on G2.com.

Its great ability to run queries on a database configuration to find various information is a huge advantage. Plus it gives me tons of functionality, there is always a way to achieve the configuration rules or goal you are trying to achieve without the need to customize the software. Review collected by and hosted on G2.com.

There are some limitations and use case issues, no platform does everything you need. lack of ability to manage Change Orders is one suggestion for proposed development. Review collected by and hosted on G2.com.

ScopeStack allows us to further increase the quality and consistency of service proposals and contracts and ensures we are delivering an optimum price to our Customers. We see potential to significantly reduce turnaround time from Engagement to Contract execution and increase internal process efficiency at the same time. ScopeStack forces business'es like ours to embrace what we sell and offer to our Customers and how that should be seen, packaged and delivered from multiple perspectives. Review collected by and hosted on G2.com.

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

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

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

At the moment, there’s nothing noteworthy to criticize—we’re very satisfied and haven’t encountered any downsides. We thoroughly evaluated the market before deciding on fynk, and it has proven to be the perfect fit. Review collected by and hosted on G2.com.

With fynk, we’ve solved the challenge of standardizing and ensuring the legal compliance of our entire contract process. Now, everyone works with the correct and up-to-date templates, we have a unified workflow for all contracts, approvals, and electronic signatures, and we can monitor risks and deadlines effortlessly. Automated email reminders ensure that nothing falls through the cracks. Review collected by and hosted on G2.com.

I would sometimes like Relayto to have a clock or timer that I could check to know how much time I'm investing in making edits because I think I sometimes spend too much time on the platform trying to create the perfect interactive content. Review collected by and hosted on G2.com.

The problem that Relayto solves is the challenge of finding a way to create interactive content and make it look professional in a very short time. The best part is that a person doesn’t have to be an expert to achieve this. Personally, I used to spend a lot of time trying to animate my presentations, but I was rarely satisfied with the results, and it took me too long. And when I had to create more than one article, the time would double or triple. Relayto optimizes the content presentation process and makes it intuitive and user-friendly. Review collected by and hosted on G2.com.

I only wish we could upload PDF's and utilize like Docusign but we've been able to find a product that works well for that and we're still saving a lot from where we were before. Review collected by and hosted on G2.com.

We're able to configure our pricing in the way that matches how we bill our clients. No other software could do that. Review collected by and hosted on G2.com.