Recapped Reviews

I love the fact that we can use our domain and its all branded with our logo and colors. Plus how easy it is for our clients to use.

I really don't have anything that I like least. They have truly thought of everything.

We're glad to hear that you're really enjoying Recapped, Chris! Please let us know if there is anything we can do to help or make the experience better.

Its serving its purpose of being able to keep everything in one spot... I like that you can attach documents and I like having a checklist

Wish it would be live with edits as opposed to having to refresh the page to see them (i.e. live like a google sheets doc would be). Also- if we're constantly adding the same person to be invited onto all our recappeds.... I wish there was a way to just click their name/have a favorites invite tab

Thanks for the feedback! We actually are working on making everything "live" (like a Google Doc). Keep a look out for the updates in the future

I like how it's an all-in-old tool that deals with proposals, pricing tables, and task management for clients. It's a basic Word style editor, which is pretty familiar for me and most people. Overall, the UI is intuitive, though there were a few quirks. I didn't need much training to figure out how to use the tool. For what it promises to do -- proposals, pricing, and task management -- it delivers, but at a basic level.

The email invites don't send (even after hours) to certain email addresses. It seems like business addresses aren't receiving my proposals, but stuff like aol, gmail, etc. are receiving them fine. Inserting hyperlinks don't actually make the links clickable. This may be a bug. Inserting extra content blocks for links also sometimes lags and lags, so the link never resolves. When it does resolve,...

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Hey Peter, sorry about those issues. I'm looking into them personally. Historically our deliverability rates are over 99%, so I'm not sure why they wouldn't receive the emails.

I don't know that I have any. I've used it a handful of times but stopped trying to integrate it into my day-to-day after some headaches setting it up and not getting responses on questions.

Difficult to configure, key info missing. When I started with this software last summer there was no info about what size logo to upload and no matter what I uploaded it would stretch the logo out of proportion. I finally had my question about this answered about six weeks after sending it. It looks like they have since updated the settings page with info about logo size, but by then I had moved on to something else.

Easy of use , My team is always on the same page

Should have a payment options for clients to accept and pay , like linking with PayPal etc

Having a dedicated tool that lets me focus my communication with clients is crucial, and I like the way that the page is laid out in a clear and consistent manner. The ability to get feedback and communicate in real time with clients here is great.

One client of mine had issues accessing the site using Internet Explorer. I didn't really dig into it as he was able to access it using Chrome (what I would have recommended), but since I only have a mac, I couldn't replicate his issue. According to him, all he saw was a blank screen in IE. I'm also looking forward to getting more features from the roadmap.

Congrats on the first payment! Happy to have helped, please let us know if you have any questions.

Recapped.io was my choice after moving from a more complicated software that left my clients and I wishing for something a little more user friendly. I love that this program has all the major features I want without being bloated with useless features or overly complicated menus. The ease of use for my clients and I is definitely the biggest selling point.

The software is new, so it does not have every integration you could want. The team there is very supportive and is working hard to make sure that the user base's needs are met. I have full faith that they will roll out more useful features and integrations in the near future!

it exists. meaning reps do need a way to professional and quickly recap their conversations and get analytics on the next steps.

we have a growing tech stack. as sales director in a professional services firm there are a lot of tools and hands during a customer journey. we're still exploring our tech stack and where recapped fits in in best practices. so for the price, evaluating the tool and getting sales people to use. it's more of a function of defining our sales process cadence vs. recapped specifically.

Incredibly intuitive and easy to use. Customer support is incredible.

Some features are still in development phase but nothing that will stop you from using the platform. In fact, the road mapped features will simply ADD value to what they already offer.

Thanks Harj!

Simplicity and Reminders. Ability to assign direct tasks to direct party responsible.

Not much, would like integrations with SF and Outreach so it can be added to our workflow.

I like the idea of it's simplicity but the execution need a LOT of work. They keep saying they are working on it but months later nothing new, so I'm stuck with a product that's not up to par.

Poor support and very slow updates. Interface can be very messy. No search function, no user management function. Can't login on mobile because text covers login button. Very amateur coding issues that could be fixed instantly but nothing is being done. Looks like they've abandoned the project. I would advise any potential buyers to hold off purchasing until they show that they are serious about producing a quality product. Right now it really seems like a bedroom project.

I love how easy it was to log in and use the system.

The system has the bones of a great resources for me and my clients to work collaboratively. However, there are so many features that look like they work as should but dont. I tried my best to make it work, but I ended up stopping it's use and going back to my shared google docs. One main function that is so frustrating is that you cannot delete comments, or edit them. So weird, especially if you make a mistake on a comment to an action item.

I'm sorry to hear that you've been having issues with the software. We added the functionality to delete comments over a month ago, as well as some other features. Would you like to have a Customer Support rep walk you through and show you how this can be done?

I love that I can add people from multiple organizations to the same dashboard and assign clear, time bound tasks to those collaborating on a project. It allows us to share and upload various documents for all to see and hold each other accountable for tasks.

The dashboard can get cluttered if you use this for multiple projects at once, but they're apparently working on a way to easily organize multiple projects at once.

Most anything cloud based that works well is great and Recapped is that for sure. It’s easy to access, share proposals, and get feedback.

We are an IT Services business and our proposals can be complex. Recapped has some flexibility, but a spreadsheet works better for our more complex proposals. Also viewing the site from a mobile browser is kinda clunky. Desktop browser for best results.

Very easy to create the proposals and deliver them to clients. We have been using Google Docs for years and this simplified the process.

The LinkedIn login was kind of a turn off. I understand the premise behind easy logins having built a TON of applications that use social authentication but that being said I also am well aware of how easy it is to implement alternative logins. Not a deal breaker.

Gets everyone on the same page, clients and staff. Easy templates and more.

No seeing/editing of those who you have shared with - and no obvious way to find the direct link to the recap to share manually.

Thanks for the kind words Eric, glad to hear Slight Revision has been able to benefit! Happy to help in any instance.

Ease of use for me and my clients. Very complete and that I can save templates helps me saving time.

I hope they'll soon incorporate a payment gateway. Also, the chat section has several uncomfortable faults such as not being able to write texts in long paragraphs.

The ease of use (and resuse) of contracts and now being able to capture payments as well.

At this point, can't think of a darn thing.

Very easy to use, my clients were able to use it immediately

Didn't log me in automatically. Had to add my email again when adding a comment

Clean and zero-friction experience for the client. Facilitates a mutual action plan and keeps everyone focused on what’s next.

Originally there were a couple key functions missing but the recapped team has been quick to update.

It was ok, I guess. I signed up for a trial last fall. didn't fit my workflow so I cancelled.

They keep emailing me. In the past two months they have signed me up on their email list multiple times. Everytime I cancel and everytime within 2-3 weeks they are using a new email app to send me more unwanted spam. I never gave them permission to do this and no matter how often I unsubscribe they keep adding me to new lists.

Hey Rob, I'm very sorry to hear that. I personally went through our system and made sure that you are unsubscribed from every single system. Please let us know if there is anything we can do to help or make your experience better.

VERY USER FRIENDLY - EASY TO USE SOFTWARE MAKES IT IN MY TOP TEN FOR DAILY ROUTINE

STILL NEEEDS SOME TIME TO MATURE - THE TEAM IN CONSTANTLY COMMUNICATING AND IMPROVING THE SITE

It's easy to use. I love the idea. It streamlines the sales/onboarding process which is a common problem area in so many companies. Thank you for building this.

This may be a feature and I haven't figured it out yet. But I'd really like it if we could upload our contracts and use E-signature through recap to allow our customers to sign as easily as possible.

Hey Alexx, thanks for the great feedback! If you're using another vendor for e-signatures, you can add them to the recap by adding a "link block" (under "add content" when creating a recap). Just insert the link to the e-signature page and it will be added.

Quick and simple. Everything is in one place and you know when stakeholders have viewed and opened the proposal. I want to get my proposals out fast with the minimum of fuss and without superfluous fancy bells and whistles.

Would like an email notification when stakeholders open the Recap.

Hey Eleanor, we're actually adding the ability to receive emails when a client opens your email later next week! Be on the lookout for updates :)

Easy to use and simple interface. And fast loading

Still need more adding feature like your competitors