Quotation System Software

Integrating with legacy systems or other third-party applications is challenging and require additional effort Review collected by and hosted on G2.com.

Automating the CPQ, order management, and billing processes helps reduce manual errors. Increased accuracy in quotes, orders, and invoices, leading to fewer discrepancies and disputes. It allows for customized pricing models and guided quoting tools that simplify complex pricing structures. Accurate and compliant revenue reporting, reducing the risk of financial discrepancies and audits. Faster order processing and fulfillment, improving customer satisfaction and reducing lead times. Review collected by and hosted on G2.com.

I can’t think of anything negative about Zenskar. The platform has fulfilled all our requirements, and their team’s support has been outstanding. Being in touch on Slack has made communication seamless, and their level of customization and dedication is truly remarkable. Review collected by and hosted on G2.com.

What I appreciate most about Zenskar is how it automates billing and revenue recognition across diverse contract terms while maintaining ASC 606 compliance. I no longer spend hours creating invoices or matching remittances to invoices—a major efficiency boost for our small finance team.

Their automated revenue recognition engine seamlessly handles even complex scenarios, including back-loading revenue recognition and managing contingencies for contracts with shifting timelines. Review collected by and hosted on G2.com.

There is a bit of a learning curve when getting started, especially for users who are less familiar with such platforms. Some aspects of the workflow could be more intuitive, as it doesn't always follow the most logical sequence for certain tasks. Review collected by and hosted on G2.com.

Before DealHub, our sales processes were less organized and harder to control. Now, thanks to its customizability and structured approach, we have a more standardized workflow. This has greatly improved the efficiency of our team and reduced back and forth in the sales process. Review collected by and hosted on G2.com.

The only thing I dislike is that after you've sent an eSign document, that you cannot add additional people to the document unless you resend the entire document. This makes it a bit inconvenient if a customer or client asks for additional people to be added onto the document, and you have to go back in and resend to everyone. I did find a work around for this though - if forwarding is on in the document, you can simply tell the customer to forward to whoever else they would like on the document.

EDIT: They have fixed this and it is now very easy to add someone to a document after it has been sent! No qualms any longer! Review collected by and hosted on G2.com.

I would highly recommend using PandaDoc as your platform for eSign documents, agreements, contracts, etc. It's a good, reliable platform, and is easy to use from all ends. Review collected by and hosted on G2.com.

I'm solving the problem of being disorganized, and using physical papers. I love the benefit of PandaDoc keeping my documents organized. They also integrate with Pipedrive, which is the CRM platform we use for all of our deals. So to be able to create a PandaDoc right within Pipedrive, and keeping my documents assigned to specific deals, it keeps everything nice and organized without any extra work. Review collected by and hosted on G2.com.

The editor has been cumbersome to use up till now. I've seen a quick video of the new editor and so far I like what I've seen. That may well overcome my issues I have using Proposify. Review collected by and hosted on G2.com.

Proposals, Design Sign-Offs. 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 cannot format the Q&A so it directly matches the fonts that we use in our templates. This means eveything we bring in as a cut & paste from the library - has to be formatted again once it is in the proposal. Review collected by and hosted on G2.com.

It heps us to have one source for all content; making us more confident that what is going out the door is correct. It also saves time on RFP responses as we don't have to reach out to as many business units for content; there content is already in the library. 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.

if we require more feqtures like automation, it comes with additional cost. It gets expensive too quickly Review collected by and hosted on G2.com.

It was easy for sales team to do email follow-ups through automated emails and sequences. It was easier to build better conversations due to tracking of email and how many times the emails are being opened as well as if the links on thye emails were cliecked. This gives good indication to the sales team whether the procpects are interedted in the products and servoces Review collected by and hosted on G2.com.

There are some elements of the Hubspot integration that are not perfect and still require a little QC oversight, but not enough that it stops us from using it (nor do I think it's a fault of GA; I think it's more on Hubspot). I have provided additional feedback regarding: UX to our GA CSM, and she has been helpful in either showing me how the software already does that/a solution workaround or has taken my feedback, and perhaps we'll see that in the future. Review collected by and hosted on G2.com.

Streamlines contract creation from Hubspot CRM data to a templated, ready to send contract. Review collected by and hosted on G2.com.

- No complaint about the product. Recommend. Review collected by and hosted on G2.com.

We have had multiple cumbersome quote to cash and billing systems that were disentangled from one another and our CRM. MonetizeNow solved all of that for us. 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.

There is nothing we can complain about. We are very happy. Review collected by and hosted on G2.com.

Faster writing of quotations. Easier selection of the price structure for our sales team. Better visual appearance of the offer. Fast output of the offer in more languages. Direct integration into Hubspot. Higher quality in the offers. 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.

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.

I'm completely satisfied with the service and the team. Review collected by and hosted on G2.com.

Pricer24 solves for us the important problem of maintaining competitiveness in e-commerce. It's not just price tracking; it’s a comprehensive understanding of our competitors. With the help of Pricer24, I can easily analyze the assortment of our competitors' products, their promotions, and even evaluate the popularity of a particular product by analyzing reviews and ratings. This depth of data enables me to make informed decisions about pricing, product availability and marketing strategies. Review collected by and hosted on G2.com.

It's honestly hard to complain about Qwilr. As a Qwilr customer and someone who tested many other proposal software options, I love Qwilr the most and highly recommend it to my friends. I really 10/10 overall recommend it.

One wish list feature might be to have automatic email follow-ups when the proposal isn't signed (built directly into Qwilr itself).

However,you can integrate Qwilr with other services that automate reminders. So, is this really an issue at all? Probably not. I'm just not sure what else to type in this mandatory field. Review collected by and hosted on G2.com.

My clients had to deal with a bunch of separate processes: invoice, payment instructions, contract signing, etc. all separately. None of that includes the persuastion of a proposal. Qwilr makes the buying process much simpler and easlier for my clients. Qwilr is cutting down my own administrative time and making it easier for me. Qwilr lets me know if a propsect did not watch a demo video. This allows me to follow-up with the prospect and aim to get the demo video watched. Qwilr is helping me differentiate my business from competitors. 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.

I would like to see more enablement and training videos however their customer success and support teams are very responsive and helpful. Review collected by and hosted on G2.com.

Before using Salesbricks we were pricing, quote, and signing customer manually. We also invoiced through Chargbeee. We’ve been able to scale our sales reps and executives can focus on critical areas of the business now that these other tasks are automated in one place. Review collected by and hosted on G2.com.

There could be a few additional integrations, but these are already being continuously expanded. Otherwise, we haven’t encountered any drawbacks so far. Review collected by and hosted on G2.com.

With fynk, we’re able to digitize our entire contract process—from creation to electronic signing and comprehensive contract management, including deadline reminders. Few solutions provide such an end-to-end process, which is why fynk resonated with us right from the beginning. Additionally, we connected fynk to HubSpot, allowing us to generate proposals and contracts swiftly. Review collected by and hosted on G2.com.