Quotation System Software

Someone we face issues like after working on quotes, the final Order forms doesnt load. Review collected by and hosted on G2.com.

Our whole work depends on it. We use Salesforce starting from morning till evening. What benefits us is the variety of tasks we can do on it starting for onboarding a customer till the renewal. It allows us to customize quotes bases on customers requirements at the time of renewal. It has streamlined all our operational work in a better way. We have uploaded each and every information related to a customer account in the SFDC which is easily accessible by every Sale member. We also forecast our renewals and sales deals as well. We use it as our ticket system as well where based on customers queries, we make cases which support works upon later in order to solve those queries. 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.

Nothing major comes to mind. It takes some time to get used to the product, but Zenskar team handheld me configure our contracts on the platform. It was a one-time effort. Now all the deals from HubSpot get created automatically in Zenskar. Review collected by and hosted on G2.com.

The overall experience has been great. While invoicing itself was not an issue with us earlier, revrec was a major painpoint. Zenskar helped us create custom revrec rules for different billing schedules, and created journal entries (ASC 606 compliant) with no errors. It also integrates well with QuickBooks and Stripe. Review collected by and hosted on G2.com.

There aren't many downsides to PandaDoc, but if I'm being really nitpicky...

* Creating documents can be a little tedious in getting data fields to align properly with the text.

* If you are copy & pasting from existing Word (or other) documents, the initial "paste" requires some dilligence in getting it properly formatted to PandaDoc.

* Printing out a PDF of an agreement often comes out really misaligned - to the point of being indecipherable.

Once that's all done, functionally, PandaDoc is great! Review collected by and hosted on G2.com.

Everything can be done digitally for our clients. We used to send PDF templates of our contracts. Other than those with upgarded Adobe features, everyone else had to print the PDF, manually fill out the info, and then scan/photograph the doc and send it back to us. WIth customizable data fields (for the client) and e-sigs, they can do it all from their phone/PC. Review collected by and hosted on G2.com.

The editing function in Proposify can be a little clunky at times. Review collected by and hosted on G2.com.

Proposify is solving the problem of creating and managing proposals efficiently. It streamlines the entire proposal process, from design to delivery, saving time and reducing the hassle of manual formatting. The platform's ability to track client interactions and engagement helps me tailor follow-ups and close deals more effectively. Additionally, the collaborative features make teamwork smoother, ensuring that everyone involved in the proposal process stays aligned. Overall, Proposify enhances productivity and increases the chances of winning business. Review collected by and hosted on G2.com.

While Subskribe offers a strong foundation, being a new CPQ tool, it lacks some features. However, these omissions do not stop the utilization of its core CPQ functionality. I wish it will integrate with more esignature tools in the future. Review collected by and hosted on G2.com.

Subskribe helped us in removing manual order document creation and also we are moving to new pricing models using this tool so it is benfiting us in terms of reproting and better data analysis. 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.

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.

The properties captured is limited to only a few fields. For example, you can't capture two phone numbers in one scan. You can however manually enter other data after; right from your phone in the same app. Review collected by and hosted on G2.com.

This makes it easy to capture business cards on the go and removes the need to save all those cards when you are networking. 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.

De saker jag har saknat har jag alltid fått hjälp med att tillföra, så jag har helt ärligt inget negativt att säga om systemet. Hittills har jag inte fått några negativa kommentarer från våra kunder eller potentiella kunder. Däremot har jag mottagit mängder med positiva kommentarer från våra kunder när det kommit in i Deal room för första gången. Review collected by and hosted on G2.com.

Vi kan minska antalet fysiska kundbesök, och säkerställa att våra kunder och potentiella kunder får den information om våra produkter och tjänster som vi eftersträvar.

Systemet hjälper oss att vara personliga trots att vi inte alltid ses på fysiska möten.

Det finns en mängd fler fördelar men jag anser att de är ytterst tydliga om man någonsin har arbetat med försäljning och kontraktshantering.

Min rekommendation är att ta ett möte med en säljare på GetAccept, du kommer tacka mig! 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.

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.

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.

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.

Over the past few months, we haven’t found anything we truly miss. You can tell that the system is built with real-world experience and is very user-oriented. Review collected by and hosted on G2.com.

We manage all our contracts and legal documents via Fynk. We create them, send them through approval processes, sign them electronically via Fynk, and then manage the contracts, keeping track of risks, deadlines, contract values, and more. The system even automatically reminds us when there’s an action to take regarding a contract. Review collected by and hosted on G2.com.

I honestly can't think of anything. They stand by their product, hire great people, and continuosly innovate to stay one step ahead of their competitors. I've used other RFP automation and proposal content tools in the past. I hope I never have to again. I'm 100% on Team Loopio. Review collected by and hosted on G2.com.

My firm has a proposal team of 30+ writers who respond to thousands of proposals a year, with deliverables ranging from Word/PDF based RFP responses, graphic and branding-heavy proactive proposals, Excel-based IT security questionnaires, online portal responses, and PowerPoint based presentation proposals. Loopio has solved, or is in the process of developing future-state solutions to solve, all of our challenges. Review collected by and hosted on G2.com.

There is not much not to like. The only thing that would add to the experience for me would be to receive an email notification that someone opened your Qwilr proposal after an opportunity has been closed lost or if you are months into the selling cycle. This would give me a good pulse check to see if the opp has come back to life and the prospect may be interested in revisiting. Currently, I only receive a notification when it was opened for the first time. Review collected by and hosted on G2.com.

It is making me more efficient, thus reducing my sales cycle. Review collected by and hosted on G2.com.