Quotation System Software

One area where I think DealHub.io could improve is its learning curve for new users. While the platform is robust, it can take some time for new team members to fully grasp all the features. Additionally, some advanced features might be a bit too complex for smaller teams or businesses that don’t need every capability. Review collected by and hosted on G2.com.

DealHub.io is solving the problem of simplifying and streamlining the payment process from Alignerr. It helps ensure that payments are processed efficiently and without any issues. By using DealHub.io, I don’t have to worry about tracking or manually managing payments, which saves me time and reduces the risk of errors. This ease of use and automation makes the process more reliable and hassle-free. Review collected by and hosted on G2.com.

My biggest gripe is the name. I can't tell you how many times customers have asked me if the PandaDoc email is legit or if it's some kind of spam. The name just doesn't scream "professional document signing platform". It sounds more like a random app or something sketchy. It creates extra work for us having to reassure clients that yes, this is actually our real document system and not a phishing attempt. Review collected by and hosted on G2.com.

It basically eliminated all the back-and-forth email chaos we used to have with getting contracts signed. Before, we were dealing with printed docs, scanning, and constantly following up on missing signatures. Now I can send it out, track everything in real-time, and know exactly when it's done. Way faster turnaround and way less headache for everyone involved. Review collected by and hosted on G2.com.

It's easy to see when they are working on software updates (a good thing to happen so regularly) as the system can get a little bogged down at times. A quick refresh and it's back to business as usual. Review collected by and hosted on G2.com.

Proposify solves issues we used to have with consistency in content & pricing. It saves us time by have ready made pages that we've created instead of having to reinvent the wheel for every guest. Proposals used to take us up to 30-60 minutes to build. Now we're sending out proposals in under 10 minutes (usually in 3-5 for simple proposals). It's also ensuring our client and our team are on the same pages. Changes are made live in the proposal so the most recent version is the one we're all seeing & using. Review collected by and hosted on G2.com.

What I don't like so much is that, to do more complicated things like special pricing or combos, you need someone who knows quite a bit about Salesforce or programming, because it's not something you can easily do on your own Review collected by and hosted on G2.com.

I use Salesforce Revenue Cloud mainly to manage quotes and invoices in a more orderly way. Before everything was a mess between emails and Excel sheets, now I can track every sale without getting lost, and that takes a lot of stress out of my day-to-day life. Review collected by and hosted on G2.com.

I cannot think of any relevant concerns at this time. Review collected by and hosted on G2.com.

Responsive helps my teammates and me organize projects and the people involved with completing them. We can easily assign tasks to relevant stakeholders, track project process and complete tasks, leverage a content library and make edits to customize the response for prospects, and produce professional documents for formal submission. Review collected by and hosted on G2.com.

The only drawback of Qwilr I have encountered is that products uploaded from Salesforce do not automatically sort into separate categories (hardware vs. software), but categorizing them within the proposal is straightforward. Review collected by and hosted on G2.com.

Qwilr is addressing the time it takes to create proposals. Previously, it would take over 30 minutes to create a proposal, but now it only takes a maximum of 5 minutes.

We used to download our proposals as PDFs and upload them to another system to send for e-signature. Now, I can simply copy the link and send it directly to the client. This change has significantly reduced the time from creating the proposal to getting the contract signed. Review collected by and hosted on G2.com.

I cant think of anything really everything is meeting expectation. Review collected by and hosted on G2.com.

GetAccept has significantly improved the structure and consistency of our customer journey from the very first stage of the sales funnel. Every prospect that enters our pipeline now receives a uniform and professional experience, with access to the same high-quality information. This has allowed us in management to gain clear visibility into the sales process, helping us identify opportunities to enhance both the customer experience and our overall win rate. GetAccept has played a pivotal role in standardising our sales workflow and bringing greater alignment across the team. Review collected by and hosted on G2.com.

They are still building out new features that would be helpful for our team. The team has implemented new capabilities to support our pricing structure. Since these features require updates on their end, we appreciate their willingness to enable them quickly so we can make edits ourselves. Their responsiveness and commitment to setting us up for success is truly valued Review collected by and hosted on G2.com.

MonetizeNow is helping us streamline and optimize our CPQ process. Review collected by and hosted on G2.com.

We've significantly expanded our capabilities, it's very flexible and allows us to meet our needs in a variety of ways. Additionally, Experlogix's customer service has been exceptional. Review collected by and hosted on G2.com.

It allows us to have pre-programmed filters so sales reps can quickly access the desired settings. I can easily see which quotes I should follow without having to drill down. Review collected by and hosted on G2.com.

Like any advanced platform, PROS has a learning curve, especially when customizing models or interpreting complex outputs. However, with training and support, these challenges are manageable. Continued enhancements to usability and transparency will only strengthen its value. Review collected by and hosted on G2.com.

PROS helps us navigate complex pricing challenges, especially during periods of tariff volatility and market uncertainty. Its AI-driven models adapt quickly to cost changes and competitor movements, ensuring our retail pricing remains competitive and aligned with strategy. This saves me time on manual updates and supports more confident, data-backed decisions. 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.

Cant work on the original source doc outside of Loopio for the bits that arent suitable to be loaded in until youve exported everything out, have o wait to export all responses in Loopio to be able to then do the other bits. Some word docs and spreadsheets we receive arent always suitable format wise to go in to Loopio making it hard to load them in and fully work in Loopio and not have to do things after exporting. Time difference support wise can be an issue when we have problem first thing in the morning this doesnt get picked up till the afternoon. Review collected by and hosted on G2.com.

Making our way of working more efficient and using AI to further enhance our responses to add further value. 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 like the approval function to be made available on all packages.

Payments are not available in my country, so at least other perks would be nice without having to pay that extra or upgrade the package.

If a proposal is created, and the service library was updated subsequently, I would like a notification that the proposal is not linked to the updated version of the service library. Review collected by and hosted on G2.com.

It helps us specify the services offered, line by line, to avoid any confusion with the client. It is great that we can show the discount offered per service, which makes everything clearer for the customer as well. Review collected by and hosted on G2.com.

There is nothing specific that comes to mind about the company or product that I dislike. Review collected by and hosted on G2.com.

Much quicker time to turn around proposals and get SOWs into the hands of our customers. The blueprint feature enables us to build and maintain a standardized set of service offerings that can be quoted and delivered in a consistent manner. 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.

Nothing much. I like the AI features and hoping to see more of them. Review collected by and hosted on G2.com.

Before Subskribe, managing our subscription billing was a headache. Tracking upgrades, downgrades, and prorations across hundreds of customers in spreadsheets was unsustainable and error-prone. Subskribe has solved that completely. It automatically handles all the complex billing logic, freeing up our finance team to focus on strategy rather than manual calculations. Our billing is now accurate, efficient and scales seamlessly as we grow. Review collected by and hosted on G2.com.

Nothing at all. We were worried in the beginning that the adoption across our org might become a problem. But since the ease of use, it was a positive!! Integrated quickly with all of our tools, we use it every day. Nothing to complain yet. Review collected by and hosted on G2.com.

It helps us to build business cases much faster than before. 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.

Not many downsides to be honest. I'm hoping for a native GoHighLevel integration soon which the team has said is coming. Ability to add custom HTML or iframes would be epic too. Again, not a complaint– more of a I wish this was possible and I bet they're already working on it. Review collected by and hosted on G2.com.

Faster proposal building time, good UI/UX Review collected by and hosted on G2.com.