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.
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.
Autodesk Construction Cloud™ connects workflows, teams and data at every stage of construction to reduce risk, maximize efficiency, and increase profits. Built on a unified p
Also listed in Takeoff, Prequalification, Construction Risk Assessment Software, Jobsite Management, Construction Drawing Management
As most companies, we have historically used servers on folders as "data management" and not true any true DMS. Over the last year, several of our teams have transitioned to ACC for DMS and have seen considerable improvement to workflows, speed of use, and general positivity! We are using it multiple times per day, and are constantly looking for additional features to integrate into our workflows. While our teams were not initially excited about the change, it was a relatively easy shift since Desktop Connector allows teams to keep a similar view to what they're accustomed to. 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.
Salesforce CPQ automates quoting, contracting, and the ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesfo
Also listed in Contract Lifecycle Management (CLM), Contract Analytics, Quote-to-Cash, Subscription Billing, Revenue Management
What I like most about Salesforce Revenue Cloud is that it allows me to manage the entire sales process in one place, from quotes to invoices. Before I had to use several systems and that complicated everything, now I save a lot of time and avoid errors. I also like that I can see in real time how my sales are going and that helps me make better decisions without so much pressure. In general, it makes my daily work much easier and gives me peace of mind. 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.
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.
Experlogix Configure, Price, Quote (CPQ) solution features an intuitive configuration environment that turns even novice users into expert product customization specialists.
Also listed in Visual Configuration, Salesforce AppExchange Apps, Quote-to-Cash
I like being able to create the same rules to apply to most or just a few options, and easily adjust our prices and margins within the system. The rules and formulas are very robust and offer more than one solution for each problem. Review collected by and hosted on G2.com.
Cloud-based all-in-one construction estimating, bidding and procurement software with data-driven analytics
Also listed in Takeoff, Construction Estimating, Construction CRM
The interface was easy to use and contained features that proved advantageous to our employees Review collected by and hosted on G2.com.
PROS’ neural network models help us maintain competitive and consistent pricing across a wide portfolio of retail crop protection products. The platform’s ability to detect patterns, suggest optimal price points, and respond to market changes quickly is invaluable in a volatile industry. It gives us confidence in our pricing strategy and aligns well with our data-driven approach. Review collected by and hosted on G2.com.
The ease of use and the time savings we achieve with the system are outstanding. We create numerous quotes and agreements daily, and on average, we save 20 minutes per document. Additionally, all pricing is accurate and seamlessly synced to our CRM and further to invoicing. 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.
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.
Methvin is an online estimating application that allows you to generate quality cost estimates and winning bids allowing you to link worksheets to multiple tasks, set variable
Also listed in Bid Management, Construction Estimating, Punch List, Jobsite Management, Earthworks
Its cloud based estimating tools are incredibly intuitive, allowing our teams to produce accurate, detailed cost estimates and project breakdowns quickly. Whether we’re working on roadworks, drainage, or civil infrastructure upgrades, Methvin helps us maintain consistency and transparency in our bidding process. Review collected by and hosted on G2.com.
ScopeStack is a presales platform built by people from the IT services industry. We understand how it feels to spend hours scoping a project, cutting and pasting, and hunting
We have been a ScopeStack customer for many years, since the early days of the company's product being in the market. Everyone on the team that we have worked with from their CEO on down have been amazing to work with. They truly seem to care about what their customers have to say in an effort to provide the best product and user experience. The product itself has also helped us to streamline our company operations and increased the ease at which we can generate SOWs. Review collected by and hosted on G2.com.
BlueSnap Accounts Receivable Automation enhances your accounting and CRM system with workflow automation, business intelligence, and programmatic best-practices to increase ef
Also listed in Quote-to-Cash, Subscription Billing, AP Automation, Invoice Management, E-Signature
You could provide Intact with functionality that Intacct has not provided. ARMatic has offered us months for free use while reviewing the program and has finally delivered outstanding support for tens of thousands of dollars cheaper that the Intacct Software itself provides connectivity to allow NonIntacct employees to record bill payments. Your technical staff needs time to consider specifications, to formulate ideas and to cover a fraction of the costs of other professional services. Review collected by and hosted on G2.com.
Also listed in Quote-to-Cash, Subscription Billing, Revenue Management, Subscription Analytics, Subscription Management
The best part about Subskribe is how it enables us to quickly launch and test new price offerings. We can define plan pricing, billing cycles, trial periods etc all through their friendly UI. This agility has allowed us to optimize our SaaS plans to maximize revenue. As a founder, having a billing system that can keep up with our evolving business model is invaluable. Review collected by and hosted on G2.com.