Best Proposal Software - Page 4

Julie Jung
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
Easiest to Use:
fynk
fynk
Best Free Software:
PandaDoc
PandaDoc
Top Trending:
Responsive, formerly RFPIO
Responsive, formerly RFPIO
Show LessShow More
Easiest to Use:
fynk
fynk
Best Free Software:
PandaDoc
PandaDoc
Top 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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239 Listings in Proposal Available
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    G2 Score
Fresh Proposals
(15)4.8 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.

    Fresh Proposals is online proposal management tool that allows sales team to craft stunning proposals with interactive quotes and eSignature to impress prospects. Use proposal insights to close more d

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 87% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Fresh Proposals 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
    Analytics
    1
    Customization
    1
    Ease of Use
    1
    Implementation Ease
    1
    Notifications
    1
    Cons
    Layout Issues
    1
    Missing Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fresh Proposals features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    9.3
    Assembly and Approval Workflows
    Average: 8.6
    9.2
    Template Creation and Flexibility
    Average: 8.6
    9.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fresh Proposals
    Year Founded
    2019
    HQ Location
    N/A
    Twitter
    @freshproposals
    250 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fresh Proposals is online proposal management tool that allows sales team to craft stunning proposals with interactive quotes and eSignature to impress prospects. Use proposal insights to close more d

Users
No information available
Industries
No information available
Market Segment
  • 87% Small-Business
  • 7% Mid-Market
Fresh Proposals 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
Analytics
1
Customization
1
Ease of Use
1
Implementation Ease
1
Notifications
1
Cons
Layout Issues
1
Missing Features
1
Fresh Proposals features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
9.3
Assembly and Approval Workflows
Average: 8.6
9.2
Template Creation and Flexibility
Average: 8.6
9.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Fresh Proposals
Year Founded
2019
HQ Location
N/A
Twitter
@freshproposals
250 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Read Fresh Proposals Reviews
Zomentum e-Sign and Payment
(30)4.6 out of 5
Save to My Lists
Entry Level Price:$83.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow,

    Users
    • Managing Director
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zomentum e-Sign and Payment 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
    Automation
    1
    Customer Satisfaction
    1
    Customer Support
    1
    Deal Management
    1
    Document Management
    1
    Cons
    Interface Usability
    1
    Outdated Design
    1
    Poor Interface Design
    1
    Poor User Interface
    1
    UI Improvements
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zomentum e-Sign and Payment 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
    8.6
    Template Creation and Flexibility
    Average: 8.6
    9.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zomentum
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    Twitter
    @zomentum
    258 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow,

Users
  • Managing Director
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
Zomentum e-Sign and Payment 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
Automation
1
Customer Satisfaction
1
Customer Support
1
Deal Management
1
Document Management
1
Cons
Interface Usability
1
Outdated Design
1
Poor Interface Design
1
Poor User Interface
1
UI Improvements
1
Zomentum e-Sign and Payment 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
8.6
Template Creation and Flexibility
Average: 8.6
9.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Zomentum
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@zomentum
258 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
Read Zomentum e-Sign and Payment Reviews

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XaitPorter
(51)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.

    XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care

    Users
    No information available
    Industries
    • Oil & Energy
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 31% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • XaitPorter features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.9
    8.3
    Assembly and Approval Workflows
    Average: 8.6
    8.4
    Template Creation and Flexibility
    Average: 8.6
    8.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Xait
    Year Founded
    2000
    HQ Location
    Sandnes, Norway
    Twitter
    @xaitgroup
    716 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    89 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care

Users
No information available
Industries
  • Oil & Energy
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 31% Enterprise
XaitPorter features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
8.3
Assembly and Approval Workflows
Average: 8.6
8.4
Template Creation and Flexibility
Average: 8.6
8.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Xait
Year Founded
2000
HQ Location
Sandnes, Norway
Twitter
@xaitgroup
716 Twitter followers
LinkedIn® Page
www.linkedin.com
89 employees on LinkedIn®
Read XaitPorter Reviews
Ideagen PleaseReview
(69)4.3 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.

    Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down you

    Users
    No information available
    Industries
    • Pharmaceuticals
    • Biotechnology
    Market Segment
    • 43% Mid-Market
    • 29% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Ideagen PleaseReview 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
    17
    Collaboration
    14
    Team Collaboration
    11
    Efficiency
    10
    Document Management
    9
    Cons
    Editing Difficulties
    5
    Editing Issues
    5
    Difficulty
    4
    Performance Issues
    4
    Poor User Interface
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ideagen PleaseReview features and usability ratings that predict user satisfaction
    8.4
    Ease of Use
    Average: 8.9
    8.6
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    Template Creation and Flexibility
    Average: 8.6
    7.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ideagen
    Year Founded
    2000
    HQ Location
    Ruddington, Nottingham
    Twitter
    @Ideagen_
    2,199 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,257 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ideagen PleaseReview is a document review, co-authoring and redaction software application that helps you to control and manage all aspects of the document creation and review process. Cut down you

Users
No information available
Industries
  • Pharmaceuticals
  • Biotechnology
Market Segment
  • 43% Mid-Market
  • 29% Enterprise
Ideagen PleaseReview 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
17
Collaboration
14
Team Collaboration
11
Efficiency
10
Document Management
9
Cons
Editing Difficulties
5
Editing Issues
5
Difficulty
4
Performance Issues
4
Poor User Interface
4
Ideagen PleaseReview features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
8.6
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Ideagen
Year Founded
2000
HQ Location
Ruddington, Nottingham
Twitter
@Ideagen_
2,199 Twitter followers
LinkedIn® Page
www.linkedin.com
1,257 employees on LinkedIn®
Read Ideagen PleaseReview Reviews
RevOps
(29)4.7 out of 5
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.

    RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, r

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 55% Mid-Market
    • 41% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RevOps 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
    CRM Integration
    4
    Ease of Use
    4
    Easy Setup
    3
    Customer Relationship Management
    2
    Customer Satisfaction
    2
    Cons
    Limited Template Flexibility
    2
    Difficult Customization
    1
    Editing Difficulties
    1
    Insufficient Analytics
    1
    Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RevOps features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.8
    Assembly and Approval Workflows
    Average: 8.6
    9.2
    Template Creation and Flexibility
    Average: 8.6
    9.4
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    RevOps
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @GoRevOps
    270 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, r

Users
No information available
Industries
  • Computer Software
Market Segment
  • 55% Mid-Market
  • 41% Small-Business
RevOps 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
CRM Integration
4
Ease of Use
4
Easy Setup
3
Customer Relationship Management
2
Customer Satisfaction
2
Cons
Limited Template Flexibility
2
Difficult Customization
1
Editing Difficulties
1
Insufficient Analytics
1
Learning Curve
1
RevOps features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.8
Assembly and Approval Workflows
Average: 8.6
9.2
Template Creation and Flexibility
Average: 8.6
9.4
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
RevOps
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@GoRevOps
270 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
Read RevOps Reviews
Tilkee
(11)4.6 out of 5
Save to My Lists
Entry Level Price:Starting at £5,000
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisa

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 55% Small-Business
    • 36% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Tilkee features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 8.9
    9.6
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    8.1
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Tilkee
    Year Founded
    2014
    HQ Location
    Lyon, Rhône Alpes
    Twitter
    @tilkeeapp
    3,020 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisa

Users
No information available
Industries
No information available
Market Segment
  • 55% Small-Business
  • 36% Mid-Market
Tilkee features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 8.9
9.6
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
8.1
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Tilkee
Year Founded
2014
HQ Location
Lyon, Rhône Alpes
Twitter
@tilkeeapp
3,020 Twitter followers
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Read Tilkee Reviews
Ideagen Huddle
(132)4.2 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.

    Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review wo

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    • Government Administration
    Market Segment
    • 40% Small-Business
    • 34% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Ideagen Huddle 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
    7
    Sharing Ease
    6
    Document Management
    5
    Team Collaboration
    4
    File Sharing
    3
    Cons
    Document Management
    4
    Document
    3
    Lack of Integration
    3
    Poor Integration
    3
    Bug Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ideagen Huddle features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 8.9
    8.8
    Assembly and Approval Workflows
    Average: 8.6
    8.6
    Template Creation and Flexibility
    Average: 8.6
    6.3
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ideagen
    Year Founded
    2000
    HQ Location
    Ruddington, Nottingham
    Twitter
    @Ideagen_
    2,199 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,257 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review wo

Users
No information available
Industries
  • Non-Profit Organization Management
  • Government Administration
Market Segment
  • 40% Small-Business
  • 34% Enterprise
Ideagen Huddle 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
7
Sharing Ease
6
Document Management
5
Team Collaboration
4
File Sharing
3
Cons
Document Management
4
Document
3
Lack of Integration
3
Poor Integration
3
Bug Issues
2
Ideagen Huddle features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.9
8.8
Assembly and Approval Workflows
Average: 8.6
8.6
Template Creation and Flexibility
Average: 8.6
6.3
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Ideagen
Year Founded
2000
HQ Location
Ruddington, Nottingham
Twitter
@Ideagen_
2,199 Twitter followers
LinkedIn® Page
www.linkedin.com
1,257 employees on LinkedIn®
Read Ideagen Huddle Reviews
QuoteWerks
(182)4.3 out of 5
Save to My Lists
Entry Level Price:Starting at $15.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Integration | Price | Support | Features With over 88,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn

    Users
    • President
    • Owner
    Industries
    • Information Technology and Services
    • Computer Networking
    Market Segment
    • 74% Small-Business
    • 20% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • QuoteWerks 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 Creation
    1
    Quoting Process
    1
    Sales Efficiency
    1
    Sales Management
    1
    Cons
    Expensive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QuoteWerks features and usability ratings that predict user satisfaction
    8.2
    Ease of Use
    Average: 8.9
    8.2
    Assembly and Approval Workflows
    Average: 8.6
    8.3
    Template Creation and Flexibility
    Average: 8.6
    8.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aspire Technologies
    Year Founded
    1993
    HQ Location
    Orlando, FL
    Twitter
    @QuoteWerks
    1,139 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    49 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Integration | Price | Support | Features With over 88,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn

Users
  • President
  • Owner
Industries
  • Information Technology and Services
  • Computer Networking
Market Segment
  • 74% Small-Business
  • 20% Mid-Market
QuoteWerks 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 Creation
1
Quoting Process
1
Sales Efficiency
1
Sales Management
1
Cons
Expensive
1
QuoteWerks features and usability ratings that predict user satisfaction
8.2
Ease of Use
Average: 8.9
8.2
Assembly and Approval Workflows
Average: 8.6
8.3
Template Creation and Flexibility
Average: 8.6
8.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Aspire Technologies
Year Founded
1993
HQ Location
Orlando, FL
Twitter
@QuoteWerks
1,139 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
Read QuoteWerks Reviews
Revolear
(11)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.

    Revolear is an AI-powered Digital Sales Room platform that helps B2B companies automate sales processes and close deals faster. Designed for SaaS, data services, managed services, and professional ser

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 82% Mid-Market
    • 18% 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.
    • Revolear is a proposal management tool that streamlines the creation, customization, and signing of sales proposals.
    • Reviewers like the high-quality agreements generated by Revolear, its seamless integration with CRM platforms like HubSpot and Salesforce, and the ability to customize proposals to match brand guidelines.
    • Users reported that initial setup and configuration of Revolear can be time-consuming, and while the company is responsive to adding new features, some were initially missing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Revolear 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
    8
    Efficiency
    8
    Time-saving
    8
    Flexibility
    7
    Customizability
    6
    Cons
    Feature Usability
    1
    Limited Customization
    1
    Missing Features
    1
    Signature Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Revolear features and usability ratings that predict user satisfaction
    8.3
    Ease of Use
    Average: 8.9
    9.0
    Assembly and Approval Workflows
    Average: 8.6
    9.0
    Template Creation and Flexibility
    Average: 8.6
    9.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Revolear
    Company Website
    Year Founded
    2022
    HQ Location
    San Francisco, California, United States
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revolear is an AI-powered Digital Sales Room platform that helps B2B companies automate sales processes and close deals faster. Designed for SaaS, data services, managed services, and professional ser

Users
No information available
Industries
No information available
Market Segment
  • 82% Mid-Market
  • 18% 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.
  • Revolear is a proposal management tool that streamlines the creation, customization, and signing of sales proposals.
  • Reviewers like the high-quality agreements generated by Revolear, its seamless integration with CRM platforms like HubSpot and Salesforce, and the ability to customize proposals to match brand guidelines.
  • Users reported that initial setup and configuration of Revolear can be time-consuming, and while the company is responsive to adding new features, some were initially missing.
Revolear 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
8
Efficiency
8
Time-saving
8
Flexibility
7
Customizability
6
Cons
Feature Usability
1
Limited Customization
1
Missing Features
1
Signature Issues
1
Revolear features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 8.9
9.0
Assembly and Approval Workflows
Average: 8.6
9.0
Template Creation and Flexibility
Average: 8.6
9.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Revolear
Company Website
Year Founded
2022
HQ Location
San Francisco, California, United States
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
Read Revolear Reviews
RocketDocs
(101)4.2 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.

    Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 50% Mid-Market
    • 32% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RocketDocs 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
    Document Management
    4
    Content Management
    3
    Customer Satisfaction
    3
    Ease of Use
    3
    Customer Support
    2
    Cons
    Difficult Learning
    3
    Learning Curve
    3
    Manual Processes
    2
    Steep Learning Curve
    2
    Automation Difficulty
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RocketDocs features and usability ratings that predict user satisfaction
    8.0
    Ease of Use
    Average: 8.9
    7.7
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    Template Creation and Flexibility
    Average: 8.6
    8.0
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    RocketDocs
    Company Website
    Year Founded
    1994
    HQ Location
    Dallas, TX
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 50% Mid-Market
  • 32% Enterprise
RocketDocs 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
Document Management
4
Content Management
3
Customer Satisfaction
3
Ease of Use
3
Customer Support
2
Cons
Difficult Learning
3
Learning Curve
3
Manual Processes
2
Steep Learning Curve
2
Automation Difficulty
1
RocketDocs features and usability ratings that predict user satisfaction
8.0
Ease of Use
Average: 8.9
7.7
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
8.0
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
RocketDocs
Company Website
Year Founded
1994
HQ Location
Dallas, TX
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
Get a quote
Better Proposals
(48)4.3 out of 5
Save to My Lists
Entry Level Price:$19 per month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designe

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 96% Small-Business
    • 2% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Better Proposals 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
    Templates
    2
    Analytics
    1
    Customization
    1
    Design Quality
    1
    Document Management
    1
    Cons
    Clunky Interface
    1
    Copy-Paste Issues
    1
    Feature Usability
    1
    Import Issues
    1
    Insufficient Analytics
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Better Proposals features and usability ratings that predict user satisfaction
    8.4
    Ease of Use
    Average: 8.9
    9.4
    Assembly and Approval Workflows
    Average: 8.6
    8.0
    Template Creation and Flexibility
    Average: 8.6
    7.7
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Better Proposals
    Year Founded
    2009
    HQ Location
    Brighton, United Kingdom
    Twitter
    @betterproposals
    15,593 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Better Proposals is the proposal software that empowers marketing agencies, freelancers, and sales professionals to win more business. Impress clients at first sight with 250+ professionally designe

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 96% Small-Business
  • 2% Mid-Market
Better Proposals 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
Templates
2
Analytics
1
Customization
1
Design Quality
1
Document Management
1
Cons
Clunky Interface
1
Copy-Paste Issues
1
Feature Usability
1
Import Issues
1
Insufficient Analytics
1
Better Proposals features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
9.4
Assembly and Approval Workflows
Average: 8.6
8.0
Template Creation and Flexibility
Average: 8.6
7.7
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Better Proposals
Year Founded
2009
HQ Location
Brighton, United Kingdom
Twitter
@betterproposals
15,593 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Read Better Proposals Reviews
Pricefx
(107)4.4 out of 5
Optimized for quick response
View top Consulting Services for Pricefx
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. It covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quo

    Users
    • Pricing Manager
    Industries
    • Automotive
    • Building Materials
    Market Segment
    • 67% Enterprise
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Pricefx 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
    Pricing Optimization
    9
    Flexibility
    7
    Customization
    6
    Efficiency
    6
    Ease of Use
    4
    Cons
    Difficult Learning Process
    5
    Limited Customization
    4
    Complexity
    3
    Data Management Issues
    3
    Difficult Customization
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Pricefx features and usability ratings that predict user satisfaction
    7.7
    Ease of Use
    Average: 8.9
    8.1
    Assembly and Approval Workflows
    Average: 8.6
    7.9
    Template Creation and Flexibility
    Average: 8.6
    8.5
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Pricefx
    Company Website
    Year Founded
    2011
    HQ Location
    Prague, Czech Republic
    Twitter
    @Price_fx
    4,833 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    428 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. It covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quo

Users
  • Pricing Manager
Industries
  • Automotive
  • Building Materials
Market Segment
  • 67% Enterprise
  • 21% Mid-Market
Pricefx 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
Pricing Optimization
9
Flexibility
7
Customization
6
Efficiency
6
Ease of Use
4
Cons
Difficult Learning Process
5
Limited Customization
4
Complexity
3
Data Management Issues
3
Difficult Customization
3
Pricefx features and usability ratings that predict user satisfaction
7.7
Ease of Use
Average: 8.9
8.1
Assembly and Approval Workflows
Average: 8.6
7.9
Template Creation and Flexibility
Average: 8.6
8.5
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Pricefx
Company Website
Year Founded
2011
HQ Location
Prague, Czech Republic
Twitter
@Price_fx
4,833 Twitter followers
LinkedIn® Page
www.linkedin.com
428 employees on LinkedIn®
Get a quote
Tacton CPQ
(54)4.3 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.

    Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’

    Users
    No information available
    Industries
    • Mechanical or Industrial Engineering
    • Industrial Automation
    Market Segment
    • 63% Enterprise
    • 19% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Tacton 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
    Ease of Use
    2
    Easy Integrations
    2
    Integrations
    2
    Templates
    2
    Customizability
    1
    Cons
    Expensive
    2
    Billing Issues
    1
    Dependency Issues
    1
    Learning Curve
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Tacton CPQ features and usability ratings that predict user satisfaction
    8.2
    Ease of Use
    Average: 8.9
    6.4
    Assembly and Approval Workflows
    Average: 8.6
    7.0
    Template Creation and Flexibility
    Average: 8.6
    7.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Tacton
    Year Founded
    1998
    HQ Location
    Stockholm, Sweden
    Twitter
    @TactonSystems
    1,193 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    222 employees on LinkedIn®
    Phone
    +46 (0) 8 690 07 50
Product Description
How are these determined?Information
This description is provided by the seller.

Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’

Users
No information available
Industries
  • Mechanical or Industrial Engineering
  • Industrial Automation
Market Segment
  • 63% Enterprise
  • 19% Small-Business
Tacton 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
Ease of Use
2
Easy Integrations
2
Integrations
2
Templates
2
Customizability
1
Cons
Expensive
2
Billing Issues
1
Dependency Issues
1
Learning Curve
1
Limited Customization
1
Tacton CPQ features and usability ratings that predict user satisfaction
8.2
Ease of Use
Average: 8.9
6.4
Assembly and Approval Workflows
Average: 8.6
7.0
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
Tacton
Year Founded
1998
HQ Location
Stockholm, Sweden
Twitter
@TactonSystems
1,193 Twitter followers
LinkedIn® Page
www.linkedin.com
222 employees on LinkedIn®
Phone
+46 (0) 8 690 07 50
Read Tacton CPQ Reviews
SmartDocs
(15)4.5 out of 5
Save to My Lists
Entry Level Price:$395 per user, per year
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 53% Small-Business
    • 27% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SmartDocs features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.9
    8.9
    Assembly and Approval Workflows
    Average: 8.6
    8.6
    Template Creation and Flexibility
    Average: 8.6
    8.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ThirtySix Software
    Year Founded
    2009
    HQ Location
    Rochester, NY
    Twitter
    @36software
    364 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment, making it so easy to

Users
No information available
Industries
No information available
Market Segment
  • 53% Small-Business
  • 27% Enterprise
SmartDocs features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.9
Assembly and Approval Workflows
Average: 8.6
8.6
Template Creation and Flexibility
Average: 8.6
8.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
ThirtySix Software
Year Founded
2009
HQ Location
Rochester, NY
Twitter
@36software
364 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
Read SmartDocs Reviews
Bidsketch
(11)3.6 out of 5
Save to My Lists
Entry Level Price:$119 per month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Web app used by freelancers, consultants, and agencies to create professional looking proposals in minutes.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 73% Small-Business
    • 18% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Bidsketch features and usability ratings that predict user satisfaction
    8.0
    Ease of Use
    Average: 8.9
    7.2
    Assembly and Approval Workflows
    Average: 8.6
    7.6
    Template Creation and Flexibility
    Average: 8.6
    7.8
    Customizability: Variables and Fields
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SignWell
    Year Founded
    2010
    HQ Location
    Spokane, WA
    Twitter
    @Bidsketch
    10,655 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Web app used by freelancers, consultants, and agencies to create professional looking proposals in minutes.

Users
No information available
Industries
No information available
Market Segment
  • 73% Small-Business
  • 18% Mid-Market
Bidsketch features and usability ratings that predict user satisfaction
8.0
Ease of Use
Average: 8.9
7.2
Assembly and Approval Workflows
Average: 8.6
7.6
Template Creation and Flexibility
Average: 8.6
7.8
Customizability: Variables and Fields
Average: 8.7
Seller Details
Seller
SignWell
Year Founded
2010
HQ Location
Spokane, WA
Twitter
@Bidsketch
10,655 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Read Bidsketch Reviews
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