Pros: fast, easy navigation, intuitive search functionality, easy to categorize multiple records at once, easy to learn to use. We've had several new hires in the past year and each person has been able to catch on quickly without much formal training.
Cons: wish there was a way to quickly take an item that was assigned and add it to WebPro from the Assignments dashboard. When you use the ReLink feature to update assignments, you lose your formatting. I know that it's technically a Word function, but it would be really nice if setting up the RFP template for WebPro was part of the conversion or onboarding process. Rather than teaching clients how to do it at the conference, it would be great if their transition manager walked them through it so they could produce professional RFPs as soon they are live on WebPro. It would save a lot of time later.
Overall we are very happy with the software and our recent customer service. Our account manager, Philip Mervis, is proactive and always willing to help. I've worked with Shane Farrell several times recently and he is just wonderful. He contacts me immediately when I send a service request and walks me through the appropriate steps.
Response from Proposal Software
Thank you for reviewing PMAPS and Proposal Software, Katie! We're happy to hear you find the software user friendly. We'll be reaching out to you to better understand the issues you mentioned and see what we can do to help. And we couldn't agree more: Philip and Shane are pretty great. We'll be sure to pass along your recognition.
Ease of use