Ease of creating quotes, ability to create groups, ability to automatically communicate with customers via text message.

Not able to save pdf broachers to groups, not able to add clickable links to items (eg links to more into on the products) , Not being able to have multiple email address, people the same quote gets sent to, eg some times we need to send the quote to the client and the main contractor.

The team have been amazing, they started providing electrical certification within the software which was a massive game changer and time saver for us as a company. they really have gone above and beyond to create an all round solution for electrical businesses.

I like how I can make options for quotes. I means I can give customers optional extras to help upsell and means I have to do less quote amendments as people can just untick something if they don't want it rather than having to keep coming back and requesting changes.

The initial getting my head around how all the quotes work was difficult but [sensitive content hidden] and the team were always on hand to help. Its best just to get stuck in and start learning.

Very good. Tech have helped me a few times with some minor issues and seem to be happy to take onboard advice on how to better the app

Pre existing integration with stripe as this allowed a streamlined process to get paid.

Lack of other integrations such as go cardless for recurring payments such as subscriptions and long term rentals.

Very good the best system I have ever used for quotes

The ease of the system to use and the way everything is streamlined

The app is not quite as good as if you use the web version

A very important tool in todays busy environment, which takes care of automations, allowing you to track everything. I find quoting and invoicing seamlessly integrating.

as a new platform there are still some forms I would like to have as standard. However it is easy to attach documents to a file if necessary.