PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally bindin
Also listed in Online Form Builder, E-Notary, Document Generation, E-Signature, Salesforce AppExchange Apps
The HubSpot integration works well. Everything just flows together without any headaches. I also have to give props to their customer support team. Anytime I've had questions or run into issues, they've been super helpful and quick to respond. It's nice to actually get real help when you need it instead of being bounced around. Review collected by and hosted on G2.com.
Proposify proposal software helps growing teams remove document bottlenecks, and get visibility into the most important stage of your sales cycle: the close.
Also listed in Document Generation, CPQ, Contract Management, E-Signature
It's quick to use and allows for consistency with a business that changes often. It allows our remote team to literally be on the same page for quotes, contracts, and more. We love how easy it is to use and manipulate a proposal to match the needs of each of our clients and use it every day to help entice guests to come to Catalina.
Set up was relatively simple given that we have a large variety of vendors & activities in our offering and we're able to easily use it with our CRM (ActiveCampaign) and utilize it as a tool to help ensure accuracy through our ticketing software (FareHarbor) especially for private groups and custom packages.
Their customer support is super helpful and friendly and I like that they bring a little humor to their chat support, too. It's also been nice to get communications from their leadership in our inbox. The emails are a quick read and have offered some good insights and jogged some good ideas while we're in our project mode season (off-season).
Would highly recommend (and have) for years. Review collected by and hosted on G2.com.
Easy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagem
Also listed in Digital Sales Room, Contract Lifecycle Management (CLM), Sales Engagement, Document Generation, Salesforce CRM Document Generation
I gave DealHub.io a 10 because of its intuitive interface and seamless integration with other sales tools. It has greatly streamlined the deal management process, saving time for my team. The customizable templates and automation features have improved our workflow significantly, making it easier to generate and manage quotes, proposals, and contracts. I also love the analytics features, which help us track and optimize our sales process effectively. Review collected by and hosted on G2.com.
BILL (previously Bill.com) is a leader in financial automation software for small and midsize businesses. BILL solutions empower businesses to automate their finances, providi
Also listed in Enterprise Payment, Accounts Receivable, Invoice Management, Billing, Contractor Payments
Unfortunately, our experience has been too frustrating to identify any features we would call a 'best' aspect at this time. Review collected by and hosted on G2.com.
NetSuite is a cloud ERP solution, providing a suite of applications, from accounting and financial planning, to warehouse management, ecommerce, inventory management and beyon
Also listed in UKG Marketplace, Distribution ERP, Discrete ERP, Subscription Billing, Revenue Management
I have been using Netsuite for past 3 years. Netsuite is one of the best accounting software i have used. It is easy to use and come with lots of features, security. As i use this software on daily basis. Its easy to integrate this with other software's. Implementation process is also smooth and quick, Implementation team is well knowledgeable and problem solver. I reached out to customer support multiple times for some issues and they are easily approachable. With the help of this software Accounting is smooth its also helping us in other framework. Review collected by and hosted on G2.com.
Responsive is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple an
Also listed in Proposal, Vendor Security and Privacy Assessment, Strategic Sourcing, Document Generation, Salesforce AppExchange Apps
Responsive has consistently demonstrated excellent customer service and genuine interest in how successfully we adopt and use their product. When my teammates and I raise a concern, our Responsive CSM, account executive, and even the CEO have responded to assist and provide support. They're cheerful people and have been a pleasure to work with.
The product itself is a massive improvement from the platform we used previously. Responsive consistently updates and rolls out features that directly address the biggest concerns and issues in our industry. It's obvious that they care about their client base and that they listen to their customers' needs. Review collected by and hosted on G2.com.
Save time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as the
Also listed in Document Generation, E-Signature, CPQ, Contract Management, Sales Enablement
Qwilr has transformed our sales team’s workflow. Previously, we relied on a manual process, taking screenshots of spreadsheets and uploading them to Canva to create our proposals. Now, with Qwilr, we simply input the products into Salesforce, and everything is generated with the click of a button. It has been incredibly helpful to have the proposals ready before a demo, allowing us to show potential clients the pricing right away. Implementation was super easy and only took a few hours to really understand how to use. I create multiple proposals every day the amount of time I'm saving is amazing. Review collected by and hosted on G2.com.
GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR,
Also listed in E-Signature APIs, Digital Sales Room, Sales Engagement, E-Signature, Salesforce AppExchange Apps
The best thing is that the tools are actually being used by AEs. They use it all the time wether if its for proposal or signing a contract, or to share deal rooms or look at the engagement analytics to identify if the deals are trending up or not, GetAccept is a must have for our tool stack at Simployer. Review collected by and hosted on G2.com.
Stampli is the only finance operations platform centered on AP.
Also listed in Accounts Payable (AP) and Spend Analysis, Billing, Enterprise Payment, Expense Management, Invoice Management
Customer Service is always there. They are quick to help when needed. When we implemented a new ERP, they were there immediately and dedicated throughout the process. I got what I was sold - it is a very streamlined and customizable platform Review collected by and hosted on G2.com.
FreshBooks is perfect for freelancers, creatives, agency owners, and businesses with employees and contractors. Try FreshBooks free for 30 days.
Also listed in Time Tracking, Expense Management, Payroll, Billing, Payment Processing
Very easy to understand and use—even if you don’t have an accounting background.
Invoicing is quick, professional-looking, and can be customized.
Helps track time and expenses efficiently, which is helpful when working on multiple small projects.
Good mobile app for on-the-go usage. Review collected by and hosted on G2.com.
AI-first accounting software for high-growth enterprises. Easily manage multi-entity, multi-currency financials with AI automation and audit-ready compliance. Built by and for
Also listed in Subscription Management, Financial Close, Accounts Receivable, Subscription Revenue Management, Revenue Management
DualEntry has completely transformed how our finance team handles accounting. If you're using tools like Zelt, Oracle HCM, Payfit, IntelliHR, or Salesforce, DualEntry ties it all together beautifully. It’s allowed our finance and HR teams to collaborate more strategically and focus on what matters.. My collague who recommended me DualEntry told me they also use Gusto, Hubspot, Brex, Salesforce, Vertex, Team Pay, Square Payments and DualEntry can integrate with all of them which is amazing!!
Highly recommended for scale-ups and mid-market companies serious about operational efficiency. Review collected by and hosted on G2.com.
Also listed in Subscription Billing, Subscription Revenue Management, Subscription Management, Revenue Management, Usage-based billing software
Our business started to scale rapidly as we expanded to the UK market, but it also came with many billing issues. Our finance team couldn’t keep up with the number of invoices coming in. So we moved to Zenskar to automate the process, connected Salesforce and Stripe, and with it, the entire invoicing and reconciliation process is automated. Zenskar also matches our transaction volume and scales with us. Review collected by and hosted on G2.com.
Zoho Invoice is an online invoicing app that is designed to help you create beautiful invoices, track payments and get paid faster.
• Clean and intuitive user interface
• Excellent for real estate billing scenarios
• Multi-bank and VAT support
• Custom templates for property-related documentation
• Great integration with Zoho Books and other tools
• Reliable customer service Review collected by and hosted on G2.com.
Loopio’s response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, an
Also listed in Proposal, Salesforce AppExchange Apps, Vendor Security and Privacy Assessment
Being able to collaborate with other areas of the business in one place. Current and future developments of AI to enhance our responses and make our bid process more efficient. The library which is easy to use and maintain allowing us to keep our content up to date. Being able to tag other team members on comments to highlight any issues or raise anything to them they may need to know. The machine learning aspect to again further help enhance our responses. It was straight forward to implement and looks like it will be easy to get it to integrate without other systems such as Seismic and salesforce. Newman is always on hand to help with anything we're struggling with. We use this system every single day for most of the tenders we get through (if they're suitable to be loaded in). Review collected by and hosted on G2.com.
fynk lets you automate the entire contract lifecycle. It allows you to create, edit, review, approve, electronically sign, analyse and manage contracts from start to finish in
Also listed in Online Form Builder, Document Generation, E-Signature, Proposal, Contract Lifecycle Management (CLM)
We spent a long time searching for the right solution for our contract management needs, and we’re thrilled to have found fynk. Since implementing it, we’ve become significantly faster and more efficient in both contract creation and management. The AI supports us throughout the entire process, making it seamless and effective. Review collected by and hosted on G2.com.
EBizCharge payment gateway integrates with over 50 ERP, CRM, accounting, and eCommerce solutions, and is designed to: reduce processing costs by 15-40%, increase payment proce
Also listed in Embedded Payments, Payment Processing, Subscription Billing, Enterprise Payment, Accounts Receivable
We’ve had a great experience using EBizCharge for both ACH and credit card processing. The integration with our system was quick and easy, allowing us to start accepting payments with minimal setup time. Since going live, we’ve been receiving payments from our customers on a daily basis, which has greatly improved our cash flow and overall efficiency.
Two of our customers have already expressed interest in using EBizCharge for their own businesses after seeing how well it works for us. That kind of interest speaks to the quality and reliability of the service.
Customer support has also been excellent—EBizCharge is quick to respond to questions and make changes whenever needed. They’ve made the entire process feel seamless. Review collected by and hosted on G2.com.
Automate your sales pipeline, proposals, contracts, billing and payment collection in a single platform — purpose-built for service-based businesses.
Also listed in E-Signature, Contract Management, Payment Processing
Creating the proposals are easy, and the syncing of client data is Great.
The fact that I can save my templates/proposal, duplicate etc, makes it very user friendly.
I absolutely love using the product. Review collected by and hosted on G2.com.
Integrated Quoting and Billing (including Usage) Platform for the Modern B2B SaaS Enterprises with customers coming from different channels (including marketplace).
Also listed in E-Signature APIs, Quote-to-Cash, Billing, Proposal, Subscription Revenue Management
The MonetizeNow team has been a valuable partner—consistently responsive, helpful, and creative in solving any issues that arise. Review collected by and hosted on G2.com.
Zoho Books is a simple, easy-to-use accounting app that tracks the money coming in and going out of your business. With Zoho Books, you can always stay up-to-date on your busi
Also listed in Billing
What I like best about Zoho Books is how effortlessly it simplifies complex accounting tasks. From automated invoicing and payment reminders to real-time GST filing and clean financial reports—everything just flows smoothly. The interface is intuitive, so even non-accountants can use it without feeling lost. Plus, the automation features save me hours every week, which lets me focus more on strategy and less on manual work. It truly feels like Zoho Books was designed with the user in mind. Review collected by and hosted on G2.com.
Wave Invoicing is one of the best user-friendly cloud invoicing software I used. It has all the features required to generate invoices and Freelancers, Small Business owners, as well as other self-employed professionals, will find it very helpful. It has a mobile app so that anyone can generate invoices on the go. And to top it all it's free to use. Review collected by and hosted on G2.com.