Ratings & Reviews

Overall Rating

4.47 / 5 (675)

4.59 / 5 (152)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

February 21, 2020

November 22, 2019

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

  • The system is extremely easy to use and gives a more formal approach when sending to customers. Also liked the feature where you could see when the clients opened or looked at.

  • The product is very easy to use even if you are putting out a ton of proposals. If you do have a concern the professional customer service will get it addresses very fast.

  • Cons

  • The new version takes some getting used to compared to the original version but once you get the hang of it it is very useful software i recommend it to everyone.

  • it will go down every once in a while and hold things up, but not very long when it happens.

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