Ratings & Reviews

Overall Rating

4.47 / 5 (673)

4.62 / 5 (101)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 13, 2020

February 6, 2020

Pros/Cons

  • Pros

  • Was fantastic as Quoteroller and really enjoyed it for a few years. Easy to build simple proposals and get clients signed up.

  • fairly easy to use for basic features, basic integration works OK with Hubspot CRM. I do like that it uses css for the formatting and that can be customized

  • Cons

  • There are editing issues at times, they have been improved since we started using the product so it has become less annoying then when we started but there are still some minor issues.

  • It does take the documents (depending on the size) a while to load sometimes. So I wish that was a bit quicker, but once it has loaded you can navigate through it with no problems.

  • Pros

  • Very user friendly, ease of use, The customer and us found it very reliable

  • It is very easy to use and can allow for multiple signatures and other data to be filled in electronically. Sending files is a breeze.

  • Cons

  • Setting up the document may not be the easiest task but once you get it set up you are good to go.

  • It works decently with our management system but I wished it could do more. No real con's with the software itself, just wished it could sync a little more with our programs.

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots