Ratings & Reviews

Overall Rating

4.47 / 5 (675)

4.55 / 5 (242)

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

February 21, 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

  • Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

  • I liked the wide variety of proposal types into which you can drag and drop images and text. Saved us a ton of time and increased the professionalism of our proposals.

  • Cons

  • Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

  • It does take some initial startup to get everything figured out and there are some limitations on the basic plan, but overall very worth it.

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