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Ratings & Reviews

Overall Rating

4.52 / 5 (502)

4.66 / 5 (346)

Ease-of-Use

4.5 / 5

5.0 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

March 26, 2020

March 28, 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

  • I like that the software is quite logical and easy to use.

  • I really like this software because is a very ease to use. And if I have any problem or question, they help me in the same time.

  • Cons

  • Sometimes it is overly simple and tedious to fill in customization, but ultimately it does the job for a small company such as we are.

  • It is a very good system so essentially nit picking but sometimes the excel function does not export the transactions for me. That is probably due to errors on my end though.

Product Demo & Pricing

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Pricing Range

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Advisor Recommendations & User Awards

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(in the last 30 days)

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4 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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