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Proposal Management Software

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ConnectWise CPQ logo
4.1
63

Quote. Propose. Close.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.9
    Ease of use
    3.8
    Features
    4.0
    Customer support
    3.8
Pros and Cons from ConnectWise CPQ users   
avatar
+13
Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Sell is a wonderful addition to our quoting process. Our customers love it too.
Worst of all that we tested; expensive and incompetent.
The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.
The QUOTE button on the Opp page still does not work, FYI.
The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell.
Also, I find myself struggling within the fields if it’s a large quote with a lot of products.
I love that it seamlessly integrates with our CRM. Easy to track quotes and keep track of sales stats.
There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products.
The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options.
It has its pluses to using it and lack of being able to tweak stuff is a total negative.
ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise.
End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.
ConnectWise Sell has really improved our sales process.
Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well.
Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Sell is a wonderful addition to our quoting process. Our customers love it too.
Worst of all that we tested; expensive and incompetent.
The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.
The QUOTE button on the Opp page still does not work, FYI.
The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell.
Also, I find myself struggling within the fields if it’s a large quote with a lot of products.
I love that it seamlessly integrates with our CRM. Easy to track quotes and keep track of sales stats.
There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products.
The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options.
It has its pluses to using it and lack of being able to tweak stuff is a total negative.
ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise.
End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.
ConnectWise Sell has really improved our sales process.
Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well.
Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Sell is a wonderful addition to our quoting process. Our customers love it too.
Worst of all that we tested; expensive and incompetent.
The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.
The QUOTE button on the Opp page still does not work, FYI.
The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell.
Also, I find myself struggling within the fields if it’s a large quote with a lot of products.
I love that it seamlessly integrates with our CRM. Easy to track quotes and keep track of sales stats.
There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products.
The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options.
It has its pluses to using it and lack of being able to tweak stuff is a total negative.
ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise.
End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.
ConnectWise Sell has really improved our sales process.
Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well.
Loopio logo
4.6
71

RFP Response Software & Proposal Software for the Enterprise

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.8
    Features
    4.1
    Customer support
    4.9
Pros and Cons from Loopio users   
avatar
avatar
+15
I love the clean, modern UI and brand that they have. Our team is good and storing questions for future RFPs so it's helped us become really efficient and consistent with our responses.
There are a few functionalities that are missing, such as being able to export into the same document that was used to import.
Their customer support team is fantastic and I couldn't possibly ask for more of them. They are fast and creative and you never feel like you don't have the support you need.
Also, when searching its annoying to have to always press the filter or search button opposed to just pressing enter.
Searching for content and adding it to existing documents is a simple process. Our account manager provides excellent support, provides proactive outreach, and is easy to schedule time with.
But, for more complex RFPs, it takes a bit more manipulation.
Not only is the functionality intuitive and user-friendly, the support staff is amazing. The people at Loopio are responsive, understanding, and dedicated to solving customer problems.
We began our relationship with Loopio primarily to cut down the admin and resources being allocated to completing RFP's.
I'm pleased with how often Loopio has meaningful releases. Several times I have made suggestions for improvement and several of those suggestions have already been implemented and released.
The enhancements that have been shared with us look great so we are excited to see Loopio is invested in improving an already powerful system.
The product is already substantially better than the one we were so excited to select a mere 6 months ago and it continues to improve.
The development team treats our feature requests and suggestions with great care and we see very useful new features fairly quickly.
We have loved using Loopio - very intuitive and virtually no learning curve. Also their customer success process is very helpful and keeps us up to date on new features and releases.
Beyond that, the Loopio team are exceptionally attentive and responsive to feedback, they're great to work with, and they are iterating very rapidly.
In addition, it is worth noting that Loopio has some of the best go-live support for SaaS software that I have seen.
An excellent and rapidly improving solution to a difficult process.
The pricing is also very competitive and is a great value.
If your team works on a lot of RFPs, this is a no-brainer. Loopio is great to allow for the management of your RFP flow and knowledge storage.
I love the clean, modern UI and brand that they have. Our team is good and storing questions for future RFPs so it's helped us become really efficient and consistent with our responses.
There are a few functionalities that are missing, such as being able to export into the same document that was used to import.
Their customer support team is fantastic and I couldn't possibly ask for more of them. They are fast and creative and you never feel like you don't have the support you need.
Also, when searching its annoying to have to always press the filter or search button opposed to just pressing enter.
Searching for content and adding it to existing documents is a simple process. Our account manager provides excellent support, provides proactive outreach, and is easy to schedule time with.
But, for more complex RFPs, it takes a bit more manipulation.
Not only is the functionality intuitive and user-friendly, the support staff is amazing. The people at Loopio are responsive, understanding, and dedicated to solving customer problems.
We began our relationship with Loopio primarily to cut down the admin and resources being allocated to completing RFP's.
I'm pleased with how often Loopio has meaningful releases. Several times I have made suggestions for improvement and several of those suggestions have already been implemented and released.
The enhancements that have been shared with us look great so we are excited to see Loopio is invested in improving an already powerful system.
The product is already substantially better than the one we were so excited to select a mere 6 months ago and it continues to improve.
The development team treats our feature requests and suggestions with great care and we see very useful new features fairly quickly.
We have loved using Loopio - very intuitive and virtually no learning curve. Also their customer success process is very helpful and keeps us up to date on new features and releases.
Beyond that, the Loopio team are exceptionally attentive and responsive to feedback, they're great to work with, and they are iterating very rapidly.
In addition, it is worth noting that Loopio has some of the best go-live support for SaaS software that I have seen.
An excellent and rapidly improving solution to a difficult process.
The pricing is also very competitive and is a great value.
If your team works on a lot of RFPs, this is a no-brainer. Loopio is great to allow for the management of your RFP flow and knowledge storage.
I love the clean, modern UI and brand that they have. Our team is good and storing questions for future RFPs so it's helped us become really efficient and consistent with our responses.
There are a few functionalities that are missing, such as being able to export into the same document that was used to import.
Their customer support team is fantastic and I couldn't possibly ask for more of them. They are fast and creative and you never feel like you don't have the support you need.
Also, when searching its annoying to have to always press the filter or search button opposed to just pressing enter.
Searching for content and adding it to existing documents is a simple process. Our account manager provides excellent support, provides proactive outreach, and is easy to schedule time with.
But, for more complex RFPs, it takes a bit more manipulation.
Not only is the functionality intuitive and user-friendly, the support staff is amazing. The people at Loopio are responsive, understanding, and dedicated to solving customer problems.
We began our relationship with Loopio primarily to cut down the admin and resources being allocated to completing RFP's.
I'm pleased with how often Loopio has meaningful releases. Several times I have made suggestions for improvement and several of those suggestions have already been implemented and released.
The enhancements that have been shared with us look great so we are excited to see Loopio is invested in improving an already powerful system.
The product is already substantially better than the one we were so excited to select a mere 6 months ago and it continues to improve.
The development team treats our feature requests and suggestions with great care and we see very useful new features fairly quickly.
We have loved using Loopio - very intuitive and virtually no learning curve. Also their customer success process is very helpful and keeps us up to date on new features and releases.
Beyond that, the Loopio team are exceptionally attentive and responsive to feedback, they're great to work with, and they are iterating very rapidly.
In addition, it is worth noting that Loopio has some of the best go-live support for SaaS software that I have seen.
An excellent and rapidly improving solution to a difficult process.
The pricing is also very competitive and is a great value.
If your team works on a lot of RFPs, this is a no-brainer. Loopio is great to allow for the management of your RFP flow and knowledge storage.
PandaDoc logo
4.5
1K

Create, edit, track, and eSign documents quickly and easily

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.3
    Customer support
    4.3
Pros and Cons from PandaDoc users   
avatar
avatar
avatar
+15
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
XaitPorter logo
4.5
20

Document automation & collaboration solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.2
    Features
    4.1
    Customer support
    4.6
Pros and Cons from XaitPorter users   
avatar
avatar
+9
XaitPorter is the perfect solution for anyone who produces technical or commercial proposals. It is so easy to use, proposals look great (and in line with our corporate guidelines).
Automated editing or formatting is limited. Numbering and transitioning from word documents have some trouble.
A few of the Xaitporter's features are outstanding and very helpful.
Drag and drop pictures/attachments, it is very tedious and cumbersome to have to upload and insert multiple pictures.
The ability to monitor revisions and the database for storing images. Excellent for controlling permissions and reviewing rights.
Regarding notifications for comments: The default should be that no one receives notifications.
Document library - once we set up document libraries, creating a complex proposal is very easy - and having standard content across the company is fantastic.
So, we have to export a document to PDF, check how it looks in reality, make adjustments, repeat again. There is no option to send several sections to reviewer (approver) by one click.
As a Porter administrator I have very good experience with porter. It’s easy for new users to get started with Porter, easy to set up lay-out templates that saves the users a lot of time.
It's a lot more user friendly than Latex, which was an alternative that I had been considering for a while.
Structure of the documents are very professional. The ability to import from other documents and still maintain the template.
However once it is set up and you are able to use the software as it was designed, you can save yourself a lot of time. Customer service has been very quick regardless of the issues.
XaitPorter is the perfect solution for anyone who produces technical or commercial proposals. It is so easy to use, proposals look great (and in line with our corporate guidelines).
Automated editing or formatting is limited. Numbering and transitioning from word documents have some trouble.
A few of the Xaitporter's features are outstanding and very helpful.
Drag and drop pictures/attachments, it is very tedious and cumbersome to have to upload and insert multiple pictures.
The ability to monitor revisions and the database for storing images. Excellent for controlling permissions and reviewing rights.
Regarding notifications for comments: The default should be that no one receives notifications.
Document library - once we set up document libraries, creating a complex proposal is very easy - and having standard content across the company is fantastic.
So, we have to export a document to PDF, check how it looks in reality, make adjustments, repeat again. There is no option to send several sections to reviewer (approver) by one click.
As a Porter administrator I have very good experience with porter. It’s easy for new users to get started with Porter, easy to set up lay-out templates that saves the users a lot of time.
It's a lot more user friendly than Latex, which was an alternative that I had been considering for a while.
Structure of the documents are very professional. The ability to import from other documents and still maintain the template.
However once it is set up and you are able to use the software as it was designed, you can save yourself a lot of time. Customer service has been very quick regardless of the issues.
XaitPorter is the perfect solution for anyone who produces technical or commercial proposals. It is so easy to use, proposals look great (and in line with our corporate guidelines).
Automated editing or formatting is limited. Numbering and transitioning from word documents have some trouble.
A few of the Xaitporter's features are outstanding and very helpful.
Drag and drop pictures/attachments, it is very tedious and cumbersome to have to upload and insert multiple pictures.
The ability to monitor revisions and the database for storing images. Excellent for controlling permissions and reviewing rights.
Regarding notifications for comments: The default should be that no one receives notifications.
Document library - once we set up document libraries, creating a complex proposal is very easy - and having standard content across the company is fantastic.
So, we have to export a document to PDF, check how it looks in reality, make adjustments, repeat again. There is no option to send several sections to reviewer (approver) by one click.
As a Porter administrator I have very good experience with porter. It’s easy for new users to get started with Porter, easy to set up lay-out templates that saves the users a lot of time.
It's a lot more user friendly than Latex, which was an alternative that I had been considering for a while.
Structure of the documents are very professional. The ability to import from other documents and still maintain the template.
However once it is set up and you are able to use the software as it was designed, you can save yourself a lot of time. Customer service has been very quick regardless of the issues.
HoneyBook logo

HoneyBook

4.8
599

Client management for freelancers & SMBs

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.7
Pros and Cons from HoneyBook users   
avatar
avatar
+15
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
Buggy, intermittent problems coupled with poor tech suport.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
I really appreciated how proactive they were to help me when I first joined. I just wish I had taken them up on their help.
I found it confusing to set up and everything I made never looked right.
Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.
I like that this product automates my business process and gives me options to make my processes more seamless. It also helps provide me with a professional look and feel for my business.
But HoneyBook helps me keep all my inquiries, pricing packages, contracts, email templates, and payment details in one place and has been a lifesaver for me.
I love love love the proposal feature and how everything is integrated.
Their customer service team cares and goes the extra mile to not only help you in any way they can, but they truly consider ways to improve and make their customers’ lives easier.
I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask. The customer service and care is golden.
Very user friendly, they offer so much. I love being able to track my expenses and schedule clients.
Absolutely love the interface, setup and ease of use of HoneyBook.
The ease, the aesthetic, the customer service, AND the ability to project manage for my clients all in one space, including invoicing and bookkeeping.
I love that my pricing guide, invoicing, questionnaires, and contracts all come from the same source and are organized for me.
XaitProposal logo
4.0
1

Proposal management solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.0
    Ease of use
    4.0
    Features
    3.0
    Customer support
    2.0
Pros and Cons from XaitProposal users   
No pros & cons found
OpenGov Procurement logo
5.0
1

End-to-end government procurement software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    4.0
Pros and Cons from OpenGov Procurement users   
No pros & cons found
XaitWebProposal logo
0

Platform for creating mini websites

visit website
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from XaitWebProposal users   
No pros & cons found
EZLynx logo
3.7
67

Your most productive employee

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.3
    Ease of use
    3.6
    Features
    3.3
    Customer support
    3.3
Pros and Cons from EZLynx users   
avatar
avatar
avatar
+15
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
Ignition logo
4.7
127

Proposals, billing, payments and workflows in one platform.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.9
Pros and Cons from Ignition users   
avatar
avatar
avatar
+15
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
123PAS logo
0

Proposal management software for government contractors

visit website
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from 123PAS users   
No pros & cons found
Catapult logo
4.6
15

Industry-Agnostic RFx Solution with Automated Q&A Database

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.6
    Customer support
    4.9
Pros and Cons from Catapult users   
No pros & cons found
Cacheflow logo
4.9
19

A deal-closing platform that automates quote to close.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.5
    Customer support
    4.8
Pros and Cons from Cacheflow users   
avatar
avatar
+11
Overall experience is good. Get's the job done and it's super easy to learn how to use.
There were bugs which created problems to login or in some cases charge the customer.
Overall, we are satisfied with the product and experience as been good. It has helped us step away from manual process and made it more efficient.
They have also prioritized builds based on things that I have said are my biggest problems.
Their collaboration capabilities are incredibly robust, allowing us to effectively collaborate and obtain customer signatures without the need for multiple emails or communication threads.
Very positive and have recommended this product several times already.
Our customers love the look and feel of our proposals, and how easy the process makes it to transact.
Our customers love the look and feel of our proposals, and how easy the process makes it to transact.
Cacheflow is AWESOME for combining proposal generation, contract signatures, subscription management, and renewal / upsells.
Amazing tool to close sales, create subscription and manage billing and renewals.
Easy to use solution that they continue to add new features to.
Very easy to use and our proposals can now be sent out in minutes compared to our previous way of doing things.
Easy integration with Salesforce, Docusign and StripeFast & efficient support thru email and slack channelsWell-thought-of features when it comes to proposal creation and products set-up.
To complete all of these actions it used to take us 3 different systems, that didnt integrate right, and took myself hours of time scrubbing everything to make sure it was all synced.
Overall experience is good. Get's the job done and it's super easy to learn how to use.
There were bugs which created problems to login or in some cases charge the customer.
Overall, we are satisfied with the product and experience as been good. It has helped us step away from manual process and made it more efficient.
They have also prioritized builds based on things that I have said are my biggest problems.
Their collaboration capabilities are incredibly robust, allowing us to effectively collaborate and obtain customer signatures without the need for multiple emails or communication threads.
Very positive and have recommended this product several times already.
Our customers love the look and feel of our proposals, and how easy the process makes it to transact.
Our customers love the look and feel of our proposals, and how easy the process makes it to transact.
Cacheflow is AWESOME for combining proposal generation, contract signatures, subscription management, and renewal / upsells.
Amazing tool to close sales, create subscription and manage billing and renewals.
Easy to use solution that they continue to add new features to.
Very easy to use and our proposals can now be sent out in minutes compared to our previous way of doing things.
Easy integration with Salesforce, Docusign and StripeFast & efficient support thru email and slack channelsWell-thought-of features when it comes to proposal creation and products set-up.
To complete all of these actions it used to take us 3 different systems, that didnt integrate right, and took myself hours of time scrubbing everything to make sure it was all synced.
Overall experience is good. Get's the job done and it's super easy to learn how to use.
There were bugs which created problems to login or in some cases charge the customer.
Overall, we are satisfied with the product and experience as been good. It has helped us step away from manual process and made it more efficient.
They have also prioritized builds based on things that I have said are my biggest problems.
Their collaboration capabilities are incredibly robust, allowing us to effectively collaborate and obtain customer signatures without the need for multiple emails or communication threads.
Very positive and have recommended this product several times already.
Our customers love the look and feel of our proposals, and how easy the process makes it to transact.
Our customers love the look and feel of our proposals, and how easy the process makes it to transact.
Cacheflow is AWESOME for combining proposal generation, contract signatures, subscription management, and renewal / upsells.
Amazing tool to close sales, create subscription and manage billing and renewals.
Easy to use solution that they continue to add new features to.
Very easy to use and our proposals can now be sent out in minutes compared to our previous way of doing things.
Easy integration with Salesforce, Docusign and StripeFast & efficient support thru email and slack channelsWell-thought-of features when it comes to proposal creation and products set-up.
To complete all of these actions it used to take us 3 different systems, that didnt integrate right, and took myself hours of time scrubbing everything to make sure it was all synced.
ClientPoint logo
4.6
154

Cloud-based proposal presentation and tracking software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.6
    Features
    4.4
    Customer support
    4.7
Pros and Cons from ClientPoint users   
+15
It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.
It is a little confusing at first as to what to click to download proposal.
On top of that, Glen and Laurence from Paperless are great to work with and they are constantly improving the product and adding new functions.
Had some trouble retaining my password upon login and the initial loading time for all my proposals was slower then expected.
Paperless Proposal has dramatically improved our efficiency. As an added bonus, the "manage" function is a great help in allowing us to efficiently track, measure and manage our success.
Because it is new technology to a lot of people some of our customers have found difficult viewing it.
From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.
There are hidden charges and fees. To upload this or that is an additional charge along with the cost per user.
Now I can make proposals in under 20 minutes, and they look so professional. I love this software, and I highly recommend it to anyone who needs to create proposals to win business.
Very user friendly!!! Paperless proposal was able to customize the program to what works best for us. Which in turn helped me utilize the program more effectively and efficiently.
They do what ever it takes to make you happy. The software is easy to use and a great tool for quick, visually aesthetic proposals.
Pros: Ease of use is great, very organized, customer service is OUTSTANDING.
Help and Support is good at getting back to you quickly when you call them and leave a message or send an email. They are pretty decent at fixing issues pretty quick.
It's easy to use and looks great. If we ever have questions, we always get a quick, friendly response.
It integrates perfectly with CRM software like Salesforce.
Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy.
I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal.
Material is easily accessible and easy to change or revise for final draft form. Program is used for formal proposals, budget proposals, amd information pieces.
It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.
It is a little confusing at first as to what to click to download proposal.
On top of that, Glen and Laurence from Paperless are great to work with and they are constantly improving the product and adding new functions.
Had some trouble retaining my password upon login and the initial loading time for all my proposals was slower then expected.
Paperless Proposal has dramatically improved our efficiency. As an added bonus, the "manage" function is a great help in allowing us to efficiently track, measure and manage our success.
Because it is new technology to a lot of people some of our customers have found difficult viewing it.
From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.
There are hidden charges and fees. To upload this or that is an additional charge along with the cost per user.
Now I can make proposals in under 20 minutes, and they look so professional. I love this software, and I highly recommend it to anyone who needs to create proposals to win business.
Very user friendly!!! Paperless proposal was able to customize the program to what works best for us. Which in turn helped me utilize the program more effectively and efficiently.
They do what ever it takes to make you happy. The software is easy to use and a great tool for quick, visually aesthetic proposals.
Pros: Ease of use is great, very organized, customer service is OUTSTANDING.
Help and Support is good at getting back to you quickly when you call them and leave a message or send an email. They are pretty decent at fixing issues pretty quick.
It's easy to use and looks great. If we ever have questions, we always get a quick, friendly response.
It integrates perfectly with CRM software like Salesforce.
Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy.
I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal.
Material is easily accessible and easy to change or revise for final draft form. Program is used for formal proposals, budget proposals, amd information pieces.
It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.
It is a little confusing at first as to what to click to download proposal.
On top of that, Glen and Laurence from Paperless are great to work with and they are constantly improving the product and adding new functions.
Had some trouble retaining my password upon login and the initial loading time for all my proposals was slower then expected.
Paperless Proposal has dramatically improved our efficiency. As an added bonus, the "manage" function is a great help in allowing us to efficiently track, measure and manage our success.
Because it is new technology to a lot of people some of our customers have found difficult viewing it.
From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.
There are hidden charges and fees. To upload this or that is an additional charge along with the cost per user.
Now I can make proposals in under 20 minutes, and they look so professional. I love this software, and I highly recommend it to anyone who needs to create proposals to win business.
Very user friendly!!! Paperless proposal was able to customize the program to what works best for us. Which in turn helped me utilize the program more effectively and efficiently.
They do what ever it takes to make you happy. The software is easy to use and a great tool for quick, visually aesthetic proposals.
Pros: Ease of use is great, very organized, customer service is OUTSTANDING.
Help and Support is good at getting back to you quickly when you call them and leave a message or send an email. They are pretty decent at fixing issues pretty quick.
It's easy to use and looks great. If we ever have questions, we always get a quick, friendly response.
It integrates perfectly with CRM software like Salesforce.
Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy.
I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal.
Material is easily accessible and easy to change or revise for final draft form. Program is used for formal proposals, budget proposals, amd information pieces.
Jotform Sign logo
5.0
4

Powerful Forms Get It Done

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    5.0
    Features
    4.5
    Customer support
    4.3
Pros and Cons from Jotform Sign users   
No pros & cons found
DocuSign logo

DocuSign

4.8
8.5K

Electronic signature & document approval software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.5
Pros and Cons from DocuSign users   
avatar
avatar
+15
I have always had a great experience with this software easy and accessible gets what you need to do done quickly and both parties are happy.
Every contact with customer service was a failure. It's a real shame that such a big company can release such a bad API / SDKs...the worst API integration I have ever made.
And the ease of use with the convenience it provides for all your signing legal documents makes this a great product. Had given me overall a great experience each time that I had used it.
At first, I missed one document that I had to go back and sign once I found the correct email. This is probably more user error, but it did make it more confusing.
I really like the fact that it is a very secure website to sign important and legal documents and send them safely over the internet.
My business did more for our customers than our contract required - because it's the right thing to do. I was very disappointed in DocuSign that they automatically charged my credit card.
It is well done, beautiful enough to be user friendly. It allows me to have more time to do the important things.
Realized no benefits...only frustration and wasted time trying to figure out how to insert an actual real signature.
As a patient, time saved in the provider's office was significant, and the ability to review all the documentation at my own pace was important.
I love how easy Docusign has made signing documents. I love not having to search to where to sign on every page because Docusign makes it easy to find and fill in.
Ease of use and descriptive instructions on how to dos I've ever seen. Just a wonderful add on to any profitable business and a must have in the industry.
Overall expereince with DocuSign was great. Ease of use and great customer service if you have any questions.
It makes it super easy to get document signed especially during the pandemic when people are working remotely. Very simple to use and intuitive and insures that legal documents are dealt with swiftly.
Super easy to get to understand how it works. Great pricing for a single user in my opinion.
Its a great online tool to sign up contracts which saves both time and money. Especially during the pandemic, I have been signed lot of documents and was surprised with the ease of using the tool.
As DocuSign is a SaaS solution, the implementation was very easy. What I like the most is the availability to use DocuSign connector in Nintex Workflow Cloud application.
With the Sharepoint integration, we can save our work orders to the appropriate folder, and the finished (i.e, signed) document is uploaded back to the same folder without us having to lift a finger.
Its easy to use, there is no learning curve when obtaining this product its completely self explanitoy with great customer service and updates.
I have always had a great experience with this software easy and accessible gets what you need to do done quickly and both parties are happy.
Every contact with customer service was a failure. It's a real shame that such a big company can release such a bad API / SDKs...the worst API integration I have ever made.
And the ease of use with the convenience it provides for all your signing legal documents makes this a great product. Had given me overall a great experience each time that I had used it.
At first, I missed one document that I had to go back and sign once I found the correct email. This is probably more user error, but it did make it more confusing.
I really like the fact that it is a very secure website to sign important and legal documents and send them safely over the internet.
My business did more for our customers than our contract required - because it's the right thing to do. I was very disappointed in DocuSign that they automatically charged my credit card.
It is well done, beautiful enough to be user friendly. It allows me to have more time to do the important things.
Realized no benefits...only frustration and wasted time trying to figure out how to insert an actual real signature.
As a patient, time saved in the provider's office was significant, and the ability to review all the documentation at my own pace was important.
I love how easy Docusign has made signing documents. I love not having to search to where to sign on every page because Docusign makes it easy to find and fill in.
Ease of use and descriptive instructions on how to dos I've ever seen. Just a wonderful add on to any profitable business and a must have in the industry.
Overall expereince with DocuSign was great. Ease of use and great customer service if you have any questions.
It makes it super easy to get document signed especially during the pandemic when people are working remotely. Very simple to use and intuitive and insures that legal documents are dealt with swiftly.
Super easy to get to understand how it works. Great pricing for a single user in my opinion.
Its a great online tool to sign up contracts which saves both time and money. Especially during the pandemic, I have been signed lot of documents and was surprised with the ease of using the tool.
As DocuSign is a SaaS solution, the implementation was very easy. What I like the most is the availability to use DocuSign connector in Nintex Workflow Cloud application.
With the Sharepoint integration, we can save our work orders to the appropriate folder, and the finished (i.e, signed) document is uploaded back to the same folder without us having to lift a finger.
Its easy to use, there is no learning curve when obtaining this product its completely self explanitoy with great customer service and updates.
I have always had a great experience with this software easy and accessible gets what you need to do done quickly and both parties are happy.
Every contact with customer service was a failure. It's a real shame that such a big company can release such a bad API / SDKs...the worst API integration I have ever made.
And the ease of use with the convenience it provides for all your signing legal documents makes this a great product. Had given me overall a great experience each time that I had used it.
At first, I missed one document that I had to go back and sign once I found the correct email. This is probably more user error, but it did make it more confusing.
I really like the fact that it is a very secure website to sign important and legal documents and send them safely over the internet.
My business did more for our customers than our contract required - because it's the right thing to do. I was very disappointed in DocuSign that they automatically charged my credit card.
It is well done, beautiful enough to be user friendly. It allows me to have more time to do the important things.
Realized no benefits...only frustration and wasted time trying to figure out how to insert an actual real signature.
As a patient, time saved in the provider's office was significant, and the ability to review all the documentation at my own pace was important.
I love how easy Docusign has made signing documents. I love not having to search to where to sign on every page because Docusign makes it easy to find and fill in.
Ease of use and descriptive instructions on how to dos I've ever seen. Just a wonderful add on to any profitable business and a must have in the industry.
Overall expereince with DocuSign was great. Ease of use and great customer service if you have any questions.
It makes it super easy to get document signed especially during the pandemic when people are working remotely. Very simple to use and intuitive and insures that legal documents are dealt with swiftly.
Super easy to get to understand how it works. Great pricing for a single user in my opinion.
Its a great online tool to sign up contracts which saves both time and money. Especially during the pandemic, I have been signed lot of documents and was surprised with the ease of using the tool.
As DocuSign is a SaaS solution, the implementation was very easy. What I like the most is the availability to use DocuSign connector in Nintex Workflow Cloud application.
With the Sharepoint integration, we can save our work orders to the appropriate folder, and the finished (i.e, signed) document is uploaded back to the same folder without us having to lift a finger.
Its easy to use, there is no learning curve when obtaining this product its completely self explanitoy with great customer service and updates.
Jotform logo

Jotform

4.6
1.8K

Powerful Forms Get It Done

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.4
Pros and Cons from Jotform users   
avatar
avatar
+15
Best of all, it allows you to integrate into most of the popular platforms seamlessly and it allows you to start small for free and grow big.
Due to jotform errors and their non-existent customer service I am now getting angry emails from customers threatening to cancel their subscriptions.
The improved back-end features, the reporting functions, and the integrations have really made me like this platform. The nonprofit discount and the overall affordability have been great.
It's expensive and you can only gather X amount of forms before being charged. The website is a bit dated.
The form creator is awesome. It made it SUPER easy to design a form with the fields I required my customers to fill out and let's them upload images when contacting me.
That it’s hard to read and fill out on mobile browsers because of the tendency to be cut off on the screen.
The amount of customizing that can be done with JotForm is simply amazing, even with the free account. I simply couldn't find the ability to use file upload in a free account other than JotForm.
There were no features that I felt were missing or could be improved. No aspects of JotForm were diffiult to use.
The ability to easily create basic forms with templates is fantastic. The incredible number of form field options and widgets makes creating complex forms with great conditional formatting options.
Their customer support is very responsive and helpful in resolving any issues with software use.
They are always pleased with the quality, and the speed with which I am able to put the forms together for them.
It has a lot of great features, and allows nearly limitless customization options that really help your forms look professional. JotForm is one of my favorite pieces of business software.
My experience with Jotform is great. It has opened opportunities to my clients.
I really liked that you could use a template and delete areas you didn't need, while added areas that you did need. Super easy to use and really user-centered for easy form development.
Finally, the integrations with other platforms like Google Drive is simply fantastic.
It has overall been great. We haven't seen any concerns and it is secure.
Customer Service is also really friendly, supportive and able to solve my issues straight away.
Love that JotForm allows you to upload fairly large videos at an affordable price.
Best of all, it allows you to integrate into most of the popular platforms seamlessly and it allows you to start small for free and grow big.
Due to jotform errors and their non-existent customer service I am now getting angry emails from customers threatening to cancel their subscriptions.
The improved back-end features, the reporting functions, and the integrations have really made me like this platform. The nonprofit discount and the overall affordability have been great.
It's expensive and you can only gather X amount of forms before being charged. The website is a bit dated.
The form creator is awesome. It made it SUPER easy to design a form with the fields I required my customers to fill out and let's them upload images when contacting me.
That it’s hard to read and fill out on mobile browsers because of the tendency to be cut off on the screen.
The amount of customizing that can be done with JotForm is simply amazing, even with the free account. I simply couldn't find the ability to use file upload in a free account other than JotForm.
There were no features that I felt were missing or could be improved. No aspects of JotForm were diffiult to use.
The ability to easily create basic forms with templates is fantastic. The incredible number of form field options and widgets makes creating complex forms with great conditional formatting options.
Their customer support is very responsive and helpful in resolving any issues with software use.
They are always pleased with the quality, and the speed with which I am able to put the forms together for them.
It has a lot of great features, and allows nearly limitless customization options that really help your forms look professional. JotForm is one of my favorite pieces of business software.
My experience with Jotform is great. It has opened opportunities to my clients.
I really liked that you could use a template and delete areas you didn't need, while added areas that you did need. Super easy to use and really user-centered for easy form development.
Finally, the integrations with other platforms like Google Drive is simply fantastic.
It has overall been great. We haven't seen any concerns and it is secure.
Customer Service is also really friendly, supportive and able to solve my issues straight away.
Love that JotForm allows you to upload fairly large videos at an affordable price.
Best of all, it allows you to integrate into most of the popular platforms seamlessly and it allows you to start small for free and grow big.
Due to jotform errors and their non-existent customer service I am now getting angry emails from customers threatening to cancel their subscriptions.
The improved back-end features, the reporting functions, and the integrations have really made me like this platform. The nonprofit discount and the overall affordability have been great.
It's expensive and you can only gather X amount of forms before being charged. The website is a bit dated.
The form creator is awesome. It made it SUPER easy to design a form with the fields I required my customers to fill out and let's them upload images when contacting me.
That it’s hard to read and fill out on mobile browsers because of the tendency to be cut off on the screen.
The amount of customizing that can be done with JotForm is simply amazing, even with the free account. I simply couldn't find the ability to use file upload in a free account other than JotForm.
There were no features that I felt were missing or could be improved. No aspects of JotForm were diffiult to use.
The ability to easily create basic forms with templates is fantastic. The incredible number of form field options and widgets makes creating complex forms with great conditional formatting options.
Their customer support is very responsive and helpful in resolving any issues with software use.
They are always pleased with the quality, and the speed with which I am able to put the forms together for them.
It has a lot of great features, and allows nearly limitless customization options that really help your forms look professional. JotForm is one of my favorite pieces of business software.
My experience with Jotform is great. It has opened opportunities to my clients.
I really liked that you could use a template and delete areas you didn't need, while added areas that you did need. Super easy to use and really user-centered for easy form development.
Finally, the integrations with other platforms like Google Drive is simply fantastic.
It has overall been great. We haven't seen any concerns and it is secure.
Customer Service is also really friendly, supportive and able to solve my issues straight away.
Love that JotForm allows you to upload fairly large videos at an affordable price.
Agiled logo
4.7
343

Software for managing business operations

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.6
    Features
    4.7
    Customer support
    4.7
Pros and Cons from Agiled users   
avatar
avatar
avatar
+15
The support team is also top notch and there is a steady beat of improvement which gives me great hope for the future of this platform.
For instance, Timesheets, Payroll, and Employee Vacation Tracking may mean nothing to you if you are a one-member team. Likewise, how badly would you need a chat feature or a ticketing tool.
Ease of use, slick interface (that keeps getting better), white-labeling, great customer service. And it's all-encompassing.
By doing so, you will be addressing a critical pain point that haunts every freelancer or start-up: that is, creating proposals.
Setting up was pretty easy I had one issue and it was resolved within a few hours of sending the email to support which was very impressive.
To date, we’ve not experienced even a slight lag. Commendable performance, overall.
The UI is nice - for me its a functional work tool, the main thing is the client login portal, looks nice and is fully whitelabelled. Built in Darkmode is pretty cool, I love that.
There is a little lack of translation, templates and aesthetics but I think it is a matter of time so that everything is in place.
It does everything I need. Not only is it a great app, The support is also amazing! they respond to queries very fast and always willing to help.
Give it a go - you have nothing to lose. Agiled is the result of passion for tech, creativity, continuous improvement, and sincere dedication by its people - all combined.
Has many integrations and refinements and improvements from this team has been great and very encouraging.
I love that almost everything I want to manage my business is all in one place and the ability to get basic analytics. I like the projects, teams, roles, HR time tracking and client portals.
Customer support are always helpful and if there is something you want implemented, they actually try their best to accommodate.
The proposals and invoicing sections are also excellent and will save me in investing in other software to handle those functions.
Oh, have we mentioned we got the best value for our money. Awesome bang for your buck.
Absolutely love that everything is included in this app. In the process of integrating and finding is super user friendly, no need to watch or pay to listen to webinars on how to use this software.
I like the ease of use and ability to get up and running fairly quickly without having to go through a steep learning curve.
An exciting roadmap of new features on the way. A growing list of third-party integrations and automation that will extend the power of Agiled.
The support team is also top notch and there is a steady beat of improvement which gives me great hope for the future of this platform.
For instance, Timesheets, Payroll, and Employee Vacation Tracking may mean nothing to you if you are a one-member team. Likewise, how badly would you need a chat feature or a ticketing tool.
Ease of use, slick interface (that keeps getting better), white-labeling, great customer service. And it's all-encompassing.
By doing so, you will be addressing a critical pain point that haunts every freelancer or start-up: that is, creating proposals.
Setting up was pretty easy I had one issue and it was resolved within a few hours of sending the email to support which was very impressive.
To date, we’ve not experienced even a slight lag. Commendable performance, overall.
The UI is nice - for me its a functional work tool, the main thing is the client login portal, looks nice and is fully whitelabelled. Built in Darkmode is pretty cool, I love that.
There is a little lack of translation, templates and aesthetics but I think it is a matter of time so that everything is in place.
It does everything I need. Not only is it a great app, The support is also amazing! they respond to queries very fast and always willing to help.
Give it a go - you have nothing to lose. Agiled is the result of passion for tech, creativity, continuous improvement, and sincere dedication by its people - all combined.
Has many integrations and refinements and improvements from this team has been great and very encouraging.
I love that almost everything I want to manage my business is all in one place and the ability to get basic analytics. I like the projects, teams, roles, HR time tracking and client portals.
Customer support are always helpful and if there is something you want implemented, they actually try their best to accommodate.
The proposals and invoicing sections are also excellent and will save me in investing in other software to handle those functions.
Oh, have we mentioned we got the best value for our money. Awesome bang for your buck.
Absolutely love that everything is included in this app. In the process of integrating and finding is super user friendly, no need to watch or pay to listen to webinars on how to use this software.
I like the ease of use and ability to get up and running fairly quickly without having to go through a steep learning curve.
An exciting roadmap of new features on the way. A growing list of third-party integrations and automation that will extend the power of Agiled.
The support team is also top notch and there is a steady beat of improvement which gives me great hope for the future of this platform.
For instance, Timesheets, Payroll, and Employee Vacation Tracking may mean nothing to you if you are a one-member team. Likewise, how badly would you need a chat feature or a ticketing tool.
Ease of use, slick interface (that keeps getting better), white-labeling, great customer service. And it's all-encompassing.
By doing so, you will be addressing a critical pain point that haunts every freelancer or start-up: that is, creating proposals.
Setting up was pretty easy I had one issue and it was resolved within a few hours of sending the email to support which was very impressive.
To date, we’ve not experienced even a slight lag. Commendable performance, overall.
The UI is nice - for me its a functional work tool, the main thing is the client login portal, looks nice and is fully whitelabelled. Built in Darkmode is pretty cool, I love that.
There is a little lack of translation, templates and aesthetics but I think it is a matter of time so that everything is in place.
It does everything I need. Not only is it a great app, The support is also amazing! they respond to queries very fast and always willing to help.
Give it a go - you have nothing to lose. Agiled is the result of passion for tech, creativity, continuous improvement, and sincere dedication by its people - all combined.
Has many integrations and refinements and improvements from this team has been great and very encouraging.
I love that almost everything I want to manage my business is all in one place and the ability to get basic analytics. I like the projects, teams, roles, HR time tracking and client portals.
Customer support are always helpful and if there is something you want implemented, they actually try their best to accommodate.
The proposals and invoicing sections are also excellent and will save me in investing in other software to handle those functions.
Oh, have we mentioned we got the best value for our money. Awesome bang for your buck.
Absolutely love that everything is included in this app. In the process of integrating and finding is super user friendly, no need to watch or pay to listen to webinars on how to use this software.
I like the ease of use and ability to get up and running fairly quickly without having to go through a steep learning curve.
An exciting roadmap of new features on the way. A growing list of third-party integrations and automation that will extend the power of Agiled.
Qwilr logo
4.6
384

Document design and automation tool for sales teams.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.6
Pros and Cons from Qwilr users   
avatar
+15
My experience with Qwilr has been great. The software allows the creation of stunning pitches, documents, or proposals which themselves are highly customizable.
I am missing some specific features, a refererral scheme etc.
Thanks for the great customer service and helping me with my needs, great customers service from Alona and the whole team.
Hard to read on the customers end. Too small and slightly difficult to read.
Really great for our teams uses, the customizations are great, and it is super quick to setup, create a doc and get it sent off. The tracking features are SUPER helpful.
Sometimes the customization available to make on documents is tight to the software possibilities and there is no much possibility to make custom designs.
An excellent software for generating sales documents. Saved me an enormous amount of time and the end-product looked professional and beautiful.
It can be a little difficult to style. And the updates will break any current / old contracts you’ve created.
I love the integration with HubSpot, and I love how easy it is to create professional looking digital proposals.
Proposals made via Qwilr have empowered me to be confident in my pitches and proposals with top tier clients. I enjoy customizing each and every proposal.
Amazing, love this platform. Quick response from support team as well.
The builder is intuitive and the templates allow you to put in place a very nice looking solution very quickly.
Its easy to use, looks amazing and very professional, plus there is no need to resend when a proposal is updated.
Style controls are also really nice, and ensure that all of our branding is consistent throughout our proposals and NDAs.
Overall - I am very happy and once set up, I can send out my proposals very quick.
Qwilr by far has been our best proposal tool for getting those signatures from clients and money in the bank faster.
Really like the widgeted approach to building components for a proposal that others on the team could use and the integrations with other platforms, most notably Stripe.
For us it solved a cost issue as well as overall automation/modernization of a previously used tool.
My experience with Qwilr has been great. The software allows the creation of stunning pitches, documents, or proposals which themselves are highly customizable.
I am missing some specific features, a refererral scheme etc.
Thanks for the great customer service and helping me with my needs, great customers service from Alona and the whole team.
Hard to read on the customers end. Too small and slightly difficult to read.
Really great for our teams uses, the customizations are great, and it is super quick to setup, create a doc and get it sent off. The tracking features are SUPER helpful.
Sometimes the customization available to make on documents is tight to the software possibilities and there is no much possibility to make custom designs.
An excellent software for generating sales documents. Saved me an enormous amount of time and the end-product looked professional and beautiful.
It can be a little difficult to style. And the updates will break any current / old contracts you’ve created.
I love the integration with HubSpot, and I love how easy it is to create professional looking digital proposals.
Proposals made via Qwilr have empowered me to be confident in my pitches and proposals with top tier clients. I enjoy customizing each and every proposal.
Amazing, love this platform. Quick response from support team as well.
The builder is intuitive and the templates allow you to put in place a very nice looking solution very quickly.
Its easy to use, looks amazing and very professional, plus there is no need to resend when a proposal is updated.
Style controls are also really nice, and ensure that all of our branding is consistent throughout our proposals and NDAs.
Overall - I am very happy and once set up, I can send out my proposals very quick.
Qwilr by far has been our best proposal tool for getting those signatures from clients and money in the bank faster.
Really like the widgeted approach to building components for a proposal that others on the team could use and the integrations with other platforms, most notably Stripe.
For us it solved a cost issue as well as overall automation/modernization of a previously used tool.
My experience with Qwilr has been great. The software allows the creation of stunning pitches, documents, or proposals which themselves are highly customizable.
I am missing some specific features, a refererral scheme etc.
Thanks for the great customer service and helping me with my needs, great customers service from Alona and the whole team.
Hard to read on the customers end. Too small and slightly difficult to read.
Really great for our teams uses, the customizations are great, and it is super quick to setup, create a doc and get it sent off. The tracking features are SUPER helpful.
Sometimes the customization available to make on documents is tight to the software possibilities and there is no much possibility to make custom designs.
An excellent software for generating sales documents. Saved me an enormous amount of time and the end-product looked professional and beautiful.
It can be a little difficult to style. And the updates will break any current / old contracts you’ve created.
I love the integration with HubSpot, and I love how easy it is to create professional looking digital proposals.
Proposals made via Qwilr have empowered me to be confident in my pitches and proposals with top tier clients. I enjoy customizing each and every proposal.
Amazing, love this platform. Quick response from support team as well.
The builder is intuitive and the templates allow you to put in place a very nice looking solution very quickly.
Its easy to use, looks amazing and very professional, plus there is no need to resend when a proposal is updated.
Style controls are also really nice, and ensure that all of our branding is consistent throughout our proposals and NDAs.
Overall - I am very happy and once set up, I can send out my proposals very quick.
Qwilr by far has been our best proposal tool for getting those signatures from clients and money in the bank faster.
Really like the widgeted approach to building components for a proposal that others on the team could use and the integrations with other platforms, most notably Stripe.
For us it solved a cost issue as well as overall automation/modernization of a previously used tool.
Ploomes logo
4.9
153

Ploomes is a CRM platform to centralize business operations

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.8
    Features
    4.8
    Customer support
    4.7
Pros and Cons from Ploomes users   
+3
Ploomes its an amazing software, the highlight are the organization tools that revolutionized the operations team.
The features are very limited for analytics, it's way below market average for reports.
And besides that fact, it has the options to integrate other tools which is perfect because you don't have to adapt anything in your company and generates by its automation documents and report.
Sometimes the integration with other plataforms can be tricky to get right.
It's very visual and helps understanding the sales funnel. In a small team, it works very well.
Good software, but there's room for improvement.
Ploomes its an amazing software, the highlight are the organization tools that revolutionized the operations team.
The features are very limited for analytics, it's way below market average for reports.
And besides that fact, it has the options to integrate other tools which is perfect because you don't have to adapt anything in your company and generates by its automation documents and report.
Sometimes the integration with other plataforms can be tricky to get right.
It's very visual and helps understanding the sales funnel. In a small team, it works very well.
Good software, but there's room for improvement.
Ploomes its an amazing software, the highlight are the organization tools that revolutionized the operations team.
The features are very limited for analytics, it's way below market average for reports.
And besides that fact, it has the options to integrate other tools which is perfect because you don't have to adapt anything in your company and generates by its automation documents and report.
Sometimes the integration with other plataforms can be tricky to get right.
It's very visual and helps understanding the sales funnel. In a small team, it works very well.
Good software, but there's room for improvement.
RFP360 logo
4.5
283

Request management software for RFPs, RFQs and RFIs.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.6
Pros and Cons from RFP360 users   
avatar
+15
The RFP360 staff is incredibly helpful, knowledgeable and dedicated to what they do (and they are fun to work with).
I created our style on the 360 site, but there was no option for formatting spacing which was a headache to alter.
Ease of use; Good functionality. Clean user friendly interface; responsive customer service, willing to make changes to improve platform; Import function is good.
Importing complicated RFP documents can be very challenging. I often end up with missing questions and its difficult to edit once imported.
Very responsive and eager to help make sure you make the most of your investment.
Scalability of the product. There were concerns today when usage was high, that the system did crash on our users.
The search features are quite powerful as well, allowing our users to quickly find the best and most meaningful answers.
The inability to process PDF documents, while not particularly challenging for our organization, does require a separate conversion step in order to use PDFs within the system.
RFP360 is a product that clearly had a lot of time put into it, and the results are outstanding.
The RFP365 customer support is outstanding. The team was been very flexible and accommodating to our large global group for integration and has never failed to help with further training.
Great Proposal and Content Management Program that is continually evolving and improving.
It privides a centralised forum to gathering, assigning, storing and leveraging our RFP process and answers. I like how its easy to use, intuitive and the search function is powerful.
This is a wonderful product that increases our RFP efficiency.
The functionality of the product is good. It’s easy to navigate and upload docs.
RFP360 is super easy to use. Our Sales and Solution Consultants can use this product easily.
We shopped a few different solutions and really appreciated the balance between the features of RFP360 and its relatively low costs in comparison to similar products.
Overall the customer service is great. Whenever we have a question it is quickly answered.
The ability to integrate existing RFP documents.
The RFP360 staff is incredibly helpful, knowledgeable and dedicated to what they do (and they are fun to work with).
I created our style on the 360 site, but there was no option for formatting spacing which was a headache to alter.
Ease of use; Good functionality. Clean user friendly interface; responsive customer service, willing to make changes to improve platform; Import function is good.
Importing complicated RFP documents can be very challenging. I often end up with missing questions and its difficult to edit once imported.
Very responsive and eager to help make sure you make the most of your investment.
Scalability of the product. There were concerns today when usage was high, that the system did crash on our users.
The search features are quite powerful as well, allowing our users to quickly find the best and most meaningful answers.
The inability to process PDF documents, while not particularly challenging for our organization, does require a separate conversion step in order to use PDFs within the system.
RFP360 is a product that clearly had a lot of time put into it, and the results are outstanding.
The RFP365 customer support is outstanding. The team was been very flexible and accommodating to our large global group for integration and has never failed to help with further training.
Great Proposal and Content Management Program that is continually evolving and improving.
It privides a centralised forum to gathering, assigning, storing and leveraging our RFP process and answers. I like how its easy to use, intuitive and the search function is powerful.
This is a wonderful product that increases our RFP efficiency.
The functionality of the product is good. It’s easy to navigate and upload docs.
RFP360 is super easy to use. Our Sales and Solution Consultants can use this product easily.
We shopped a few different solutions and really appreciated the balance between the features of RFP360 and its relatively low costs in comparison to similar products.
Overall the customer service is great. Whenever we have a question it is quickly answered.
The ability to integrate existing RFP documents.
The RFP360 staff is incredibly helpful, knowledgeable and dedicated to what they do (and they are fun to work with).
I created our style on the 360 site, but there was no option for formatting spacing which was a headache to alter.
Ease of use; Good functionality. Clean user friendly interface; responsive customer service, willing to make changes to improve platform; Import function is good.
Importing complicated RFP documents can be very challenging. I often end up with missing questions and its difficult to edit once imported.
Very responsive and eager to help make sure you make the most of your investment.
Scalability of the product. There were concerns today when usage was high, that the system did crash on our users.
The search features are quite powerful as well, allowing our users to quickly find the best and most meaningful answers.
The inability to process PDF documents, while not particularly challenging for our organization, does require a separate conversion step in order to use PDFs within the system.
RFP360 is a product that clearly had a lot of time put into it, and the results are outstanding.
The RFP365 customer support is outstanding. The team was been very flexible and accommodating to our large global group for integration and has never failed to help with further training.
Great Proposal and Content Management Program that is continually evolving and improving.
It privides a centralised forum to gathering, assigning, storing and leveraging our RFP process and answers. I like how its easy to use, intuitive and the search function is powerful.
This is a wonderful product that increases our RFP efficiency.
The functionality of the product is good. It’s easy to navigate and upload docs.
RFP360 is super easy to use. Our Sales and Solution Consultants can use this product easily.
We shopped a few different solutions and really appreciated the balance between the features of RFP360 and its relatively low costs in comparison to similar products.
Overall the customer service is great. Whenever we have a question it is quickly answered.
The ability to integrate existing RFP documents.
Better Proposals logo
4.8
158

Web-based sales proposal software to win business faster.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.8
Pros and Cons from Better Proposals users   
avatar
avatar
avatar
+15
Overall we a extremely pleased to use better proposals and get very excited when we send to our clients. We always ask for there feedback on the software and they are all very impressed.
TERRIBLE CUSTOMER SERVICE. I as unaware that early adopters could not trade their lifetime license.
But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures.
I also felt as a consumer I was treated with discrimination and racism.
Also, all the proposals are beautiful and easy to navigate by the clients. Clients are always impressed when they view a proposal from Better Proposals.
PDF export of proposals does not work 100% as it should. A bit of a bummer for documentation purposes but not a deal-breaker.
Better Proposals is fantastic. There are so many different templates for any kind of proposal you would need.
Regardless, these are a small number of features that are limited, so it's not a deal breaker.
The tool even offers the ability to create templates of your own. With a Stripe integration for immediate payment, Better Proposals is amazing value for money.
I also love being able to track what my prospects are looking at real time. It's also fun watching my revenue increase as my prospects become clients.
Easy to use, right integrations and help us impress with our proposals. Have gotten great comments from clients regarding the way we present it.
I love the ease of use and setting up templates is straightforward. Proposals look like mini websites and my clients are so impressed.
The online signature and tracking side is great. Everyone I send these to are impressed with the look.
I noticed the tracking elements make it very useful for knowing how to take next steps with clients. And most of all the customer service it quick and excellent.
Awesome experience, great customer service, big thumbs up.
As a sales agency, I can tell you I've seen and used many proposal softwares in the past, and Better Proposals is by far the best out there.
It provides a great visual method for delivering complex information to our clients.
Oftentimes, getting started is half the battle. Second, proposals created with Better Proposals have a modern look and feel.
Overall we a extremely pleased to use better proposals and get very excited when we send to our clients. We always ask for there feedback on the software and they are all very impressed.
TERRIBLE CUSTOMER SERVICE. I as unaware that early adopters could not trade their lifetime license.
But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures.
I also felt as a consumer I was treated with discrimination and racism.
Also, all the proposals are beautiful and easy to navigate by the clients. Clients are always impressed when they view a proposal from Better Proposals.
PDF export of proposals does not work 100% as it should. A bit of a bummer for documentation purposes but not a deal-breaker.
Better Proposals is fantastic. There are so many different templates for any kind of proposal you would need.
Regardless, these are a small number of features that are limited, so it's not a deal breaker.
The tool even offers the ability to create templates of your own. With a Stripe integration for immediate payment, Better Proposals is amazing value for money.
I also love being able to track what my prospects are looking at real time. It's also fun watching my revenue increase as my prospects become clients.
Easy to use, right integrations and help us impress with our proposals. Have gotten great comments from clients regarding the way we present it.
I love the ease of use and setting up templates is straightforward. Proposals look like mini websites and my clients are so impressed.
The online signature and tracking side is great. Everyone I send these to are impressed with the look.
I noticed the tracking elements make it very useful for knowing how to take next steps with clients. And most of all the customer service it quick and excellent.
Awesome experience, great customer service, big thumbs up.
As a sales agency, I can tell you I've seen and used many proposal softwares in the past, and Better Proposals is by far the best out there.
It provides a great visual method for delivering complex information to our clients.
Oftentimes, getting started is half the battle. Second, proposals created with Better Proposals have a modern look and feel.
Overall we a extremely pleased to use better proposals and get very excited when we send to our clients. We always ask for there feedback on the software and they are all very impressed.
TERRIBLE CUSTOMER SERVICE. I as unaware that early adopters could not trade their lifetime license.
But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures.
I also felt as a consumer I was treated with discrimination and racism.
Also, all the proposals are beautiful and easy to navigate by the clients. Clients are always impressed when they view a proposal from Better Proposals.
PDF export of proposals does not work 100% as it should. A bit of a bummer for documentation purposes but not a deal-breaker.
Better Proposals is fantastic. There are so many different templates for any kind of proposal you would need.
Regardless, these are a small number of features that are limited, so it's not a deal breaker.
The tool even offers the ability to create templates of your own. With a Stripe integration for immediate payment, Better Proposals is amazing value for money.
I also love being able to track what my prospects are looking at real time. It's also fun watching my revenue increase as my prospects become clients.
Easy to use, right integrations and help us impress with our proposals. Have gotten great comments from clients regarding the way we present it.
I love the ease of use and setting up templates is straightforward. Proposals look like mini websites and my clients are so impressed.
The online signature and tracking side is great. Everyone I send these to are impressed with the look.
I noticed the tracking elements make it very useful for knowing how to take next steps with clients. And most of all the customer service it quick and excellent.
Awesome experience, great customer service, big thumbs up.
As a sales agency, I can tell you I've seen and used many proposal softwares in the past, and Better Proposals is by far the best out there.
It provides a great visual method for delivering complex information to our clients.
Oftentimes, getting started is half the battle. Second, proposals created with Better Proposals have a modern look and feel.
Proposify logo
4.5
275

Create compelling proposals. Close with confidence.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.5
Pros and Cons from Proposify users   
avatar
avatar
avatar
+15
I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.
Hard to customize and make design changes. Inability to combine projects.
The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.
Deleting the final page in a section for example is not allowed, so you have to add a new page and then delete. Additionally, some of the button labels can be confusing at first.
It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.
The tone of the guys is just awful. Max 5 active proposals at any one time.
Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.
My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed.
Benefits are definitely that we are now able to present a highly professional document to prospective clients every time. Love the ease of client access and delivery.
It has been a delight to switch to Proposify, because we get many new features that we did not get with Tinderbox/Octiv. Also, we rely heavily on the great Zapier integration that Proposify offers.
Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting).
Love the ability to save snippets to reuse later. Videos in proposals are a game changer.
My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients.
Love it , and I truly believe it’s worth the price I pay.
Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.
The editor is good, lots of customization possible.
There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful.
Proposify integrates with a ton of other solutions we already have in place, such as Salesforce.
I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.
Hard to customize and make design changes. Inability to combine projects.
The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.
Deleting the final page in a section for example is not allowed, so you have to add a new page and then delete. Additionally, some of the button labels can be confusing at first.
It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.
The tone of the guys is just awful. Max 5 active proposals at any one time.
Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.
My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed.
Benefits are definitely that we are now able to present a highly professional document to prospective clients every time. Love the ease of client access and delivery.
It has been a delight to switch to Proposify, because we get many new features that we did not get with Tinderbox/Octiv. Also, we rely heavily on the great Zapier integration that Proposify offers.
Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting).
Love the ability to save snippets to reuse later. Videos in proposals are a game changer.
My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients.
Love it , and I truly believe it’s worth the price I pay.
Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.
The editor is good, lots of customization possible.
There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful.
Proposify integrates with a ton of other solutions we already have in place, such as Salesforce.
I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.
Hard to customize and make design changes. Inability to combine projects.
The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.
Deleting the final page in a section for example is not allowed, so you have to add a new page and then delete. Additionally, some of the button labels can be confusing at first.
It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.
The tone of the guys is just awful. Max 5 active proposals at any one time.
Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.
My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed.
Benefits are definitely that we are now able to present a highly professional document to prospective clients every time. Love the ease of client access and delivery.
It has been a delight to switch to Proposify, because we get many new features that we did not get with Tinderbox/Octiv. Also, we rely heavily on the great Zapier integration that Proposify offers.
Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting).
Love the ability to save snippets to reuse later. Videos in proposals are a game changer.
My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients.
Love it , and I truly believe it’s worth the price I pay.
Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.
The editor is good, lots of customization possible.
There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful.
Proposify integrates with a ton of other solutions we already have in place, such as Salesforce.
Relayto logo
4.8
156

Bringing your documents to life.

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.8
Pros and Cons from Relayto users   
avatar
avatar
avatar
+15
We have been using RELAYTO for most of clients and it has been an amazing tool to create interactive content. The UI of the app is intuitive and does a great job in enhancing the end user experience.
However, I have found that traditional PowerPoint presentations can struggle to hold the attention of some audience members.
This platform has amazing visuals, you can even embed videos, and insert some animations. I also love how I can switch between different ideas while presenting which makes the platform very efficient.
The features of the software that is very hard to use.
It is such a friendly service with great presentation tools. Compared to making the usual Power points, I can show my staff and clients in a more fun and engaging way.
I occasionally ran into complications when utilizing the platform, but the RELAYTO crew was incredibly fast and swiftly fixed my problems.
Helping me organize my documents, bonus with helping me have fresh visual designs. I also use it whenever I have presentation and NGL it helped me improve giving presentations to audience.
Some features are maybe too advanced for entry level users, although there's enough learning content to get going in no time.
We have been using RELAYTO at our agency for a good time now and it has been a great user journey so far.
The seamless integration with other apps and the addition of interactive elements to statics or PDFs have been the best part about RELAYTO.
I love that I got to improve my existing content in a direction I didn't even foresee. RELAYTO has pushed me to grow past static PDFs and create interactive customer-facing documents.
The overall experience is seamless, with exceptional interactivity, allowing people to save time on creating PowerPoint presentations and invest more energy into content.
The best part of this software is how easy it was to use and how efficiently API's could be used by the designing team using different software while integrating.
Easy to use, intuitive interface and the best option for content marketing and management that I have ever seen.
This has been very helpful in increasing the revenue for the businesses.
I love how the platform enables me to migrate my old files/documents easily instead of starting from scratch. For example, I can upload existing PDFs that I have - and relayto does the work for me.
Haven't needed to use customer support so far but my colleague had a question once and found it really helpful.
Im a Ui/Ux tester In Relayto i have stuck in step then i contact bwith the customer support they help me in very convenient way.
We have been using RELAYTO for most of clients and it has been an amazing tool to create interactive content. The UI of the app is intuitive and does a great job in enhancing the end user experience.
However, I have found that traditional PowerPoint presentations can struggle to hold the attention of some audience members.
This platform has amazing visuals, you can even embed videos, and insert some animations. I also love how I can switch between different ideas while presenting which makes the platform very efficient.
The features of the software that is very hard to use.
It is such a friendly service with great presentation tools. Compared to making the usual Power points, I can show my staff and clients in a more fun and engaging way.
I occasionally ran into complications when utilizing the platform, but the RELAYTO crew was incredibly fast and swiftly fixed my problems.
Helping me organize my documents, bonus with helping me have fresh visual designs. I also use it whenever I have presentation and NGL it helped me improve giving presentations to audience.
Some features are maybe too advanced for entry level users, although there's enough learning content to get going in no time.
We have been using RELAYTO at our agency for a good time now and it has been a great user journey so far.
The seamless integration with other apps and the addition of interactive elements to statics or PDFs have been the best part about RELAYTO.
I love that I got to improve my existing content in a direction I didn't even foresee. RELAYTO has pushed me to grow past static PDFs and create interactive customer-facing documents.
The overall experience is seamless, with exceptional interactivity, allowing people to save time on creating PowerPoint presentations and invest more energy into content.
The best part of this software is how easy it was to use and how efficiently API's could be used by the designing team using different software while integrating.
Easy to use, intuitive interface and the best option for content marketing and management that I have ever seen.
This has been very helpful in increasing the revenue for the businesses.
I love how the platform enables me to migrate my old files/documents easily instead of starting from scratch. For example, I can upload existing PDFs that I have - and relayto does the work for me.
Haven't needed to use customer support so far but my colleague had a question once and found it really helpful.
Im a Ui/Ux tester In Relayto i have stuck in step then i contact bwith the customer support they help me in very convenient way.
We have been using RELAYTO for most of clients and it has been an amazing tool to create interactive content. The UI of the app is intuitive and does a great job in enhancing the end user experience.
However, I have found that traditional PowerPoint presentations can struggle to hold the attention of some audience members.
This platform has amazing visuals, you can even embed videos, and insert some animations. I also love how I can switch between different ideas while presenting which makes the platform very efficient.
The features of the software that is very hard to use.
It is such a friendly service with great presentation tools. Compared to making the usual Power points, I can show my staff and clients in a more fun and engaging way.
I occasionally ran into complications when utilizing the platform, but the RELAYTO crew was incredibly fast and swiftly fixed my problems.
Helping me organize my documents, bonus with helping me have fresh visual designs. I also use it whenever I have presentation and NGL it helped me improve giving presentations to audience.
Some features are maybe too advanced for entry level users, although there's enough learning content to get going in no time.
We have been using RELAYTO at our agency for a good time now and it has been a great user journey so far.
The seamless integration with other apps and the addition of interactive elements to statics or PDFs have been the best part about RELAYTO.
I love that I got to improve my existing content in a direction I didn't even foresee. RELAYTO has pushed me to grow past static PDFs and create interactive customer-facing documents.
The overall experience is seamless, with exceptional interactivity, allowing people to save time on creating PowerPoint presentations and invest more energy into content.
The best part of this software is how easy it was to use and how efficiently API's could be used by the designing team using different software while integrating.
Easy to use, intuitive interface and the best option for content marketing and management that I have ever seen.
This has been very helpful in increasing the revenue for the businesses.
I love how the platform enables me to migrate my old files/documents easily instead of starting from scratch. For example, I can upload existing PDFs that I have - and relayto does the work for me.
Haven't needed to use customer support so far but my colleague had a question once and found it really helpful.
Im a Ui/Ux tester In Relayto i have stuck in step then i contact bwith the customer support they help me in very convenient way.
Deltek Vision logo
4.1
474

Project management tool for professional services managers.

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.7
    Ease of use
    3.6
    Features
    4.0
    Customer support
    4.0
Pros and Cons from Deltek Vision users   
avatar
+15
I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.
Horrible Horrible Horrible - that is why we are searching for another software. I do not recommend - at least not for accounting purposes.
Online customer care is a lifesaver. I love being able to log on and get answers quickly without having to get on the phone.
It is very cumbersome and if you don't have other firms using the software, many times you are stuck for answers. We also think it is VERY costly.
In that respect it is superb, and I am just learning how it can be used for many other things. Their customer support is very good, and I have enjoyed working with Deltek.
Some of the features are quite difficult to understand and are locked for use. Spelling errors are not noticed or redlined when filling in the timesheet.
We love the ease of use and ease of use for employees who have absolutely no technological experience.
There was once a vision shutdown happen in our company but it was only for a couple hours and everything was up and running again. Not sure if it's the software itself or our server problem.
Integration of various modules gives the platform excellent deployability. Excellent ecosystem of vendors and consultants.
This is very time consuming and a waste of daylight hours. You have to work backwards when posting a transfer of funds to a account.
This software is great for different firms and companies. I know it's great in firms that need to allocate time for different projects when it comes to billing.
Seems a bit outdated and limited. It wouldn’t work well to run a large organization’s payroll.
It's way easier than the other work time tracking software. I like that you can go back to older time sheets as well as see the approval progress of the submitted documents.
Too many ties needed/integrations to application executables on the desktop. Some updates don't go well necessitating "cleanups" of old installs.
It provides a good overview of the different projects in a relative short amount of time. It is also useful to allocate the budget related to different projects.
The interface is very user friendly and allows everyone the ability to use it.
Really good CRM and saves lots of time having all the information in one place.
Deltek is a useful tool for managing projects, clients and finances with many built-in features. The software also offers many reporting tools.
I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.
Horrible Horrible Horrible - that is why we are searching for another software. I do not recommend - at least not for accounting purposes.
Online customer care is a lifesaver. I love being able to log on and get answers quickly without having to get on the phone.
It is very cumbersome and if you don't have other firms using the software, many times you are stuck for answers. We also think it is VERY costly.
In that respect it is superb, and I am just learning how it can be used for many other things. Their customer support is very good, and I have enjoyed working with Deltek.
Some of the features are quite difficult to understand and are locked for use. Spelling errors are not noticed or redlined when filling in the timesheet.
We love the ease of use and ease of use for employees who have absolutely no technological experience.
There was once a vision shutdown happen in our company but it was only for a couple hours and everything was up and running again. Not sure if it's the software itself or our server problem.
Integration of various modules gives the platform excellent deployability. Excellent ecosystem of vendors and consultants.
This is very time consuming and a waste of daylight hours. You have to work backwards when posting a transfer of funds to a account.
This software is great for different firms and companies. I know it's great in firms that need to allocate time for different projects when it comes to billing.
Seems a bit outdated and limited. It wouldn’t work well to run a large organization’s payroll.
It's way easier than the other work time tracking software. I like that you can go back to older time sheets as well as see the approval progress of the submitted documents.
Too many ties needed/integrations to application executables on the desktop. Some updates don't go well necessitating "cleanups" of old installs.
It provides a good overview of the different projects in a relative short amount of time. It is also useful to allocate the budget related to different projects.
The interface is very user friendly and allows everyone the ability to use it.
Really good CRM and saves lots of time having all the information in one place.
Deltek is a useful tool for managing projects, clients and finances with many built-in features. The software also offers many reporting tools.
I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.
Horrible Horrible Horrible - that is why we are searching for another software. I do not recommend - at least not for accounting purposes.
Online customer care is a lifesaver. I love being able to log on and get answers quickly without having to get on the phone.
It is very cumbersome and if you don't have other firms using the software, many times you are stuck for answers. We also think it is VERY costly.
In that respect it is superb, and I am just learning how it can be used for many other things. Their customer support is very good, and I have enjoyed working with Deltek.
Some of the features are quite difficult to understand and are locked for use. Spelling errors are not noticed or redlined when filling in the timesheet.
We love the ease of use and ease of use for employees who have absolutely no technological experience.
There was once a vision shutdown happen in our company but it was only for a couple hours and everything was up and running again. Not sure if it's the software itself or our server problem.
Integration of various modules gives the platform excellent deployability. Excellent ecosystem of vendors and consultants.
This is very time consuming and a waste of daylight hours. You have to work backwards when posting a transfer of funds to a account.
This software is great for different firms and companies. I know it's great in firms that need to allocate time for different projects when it comes to billing.
Seems a bit outdated and limited. It wouldn’t work well to run a large organization’s payroll.
It's way easier than the other work time tracking software. I like that you can go back to older time sheets as well as see the approval progress of the submitted documents.
Too many ties needed/integrations to application executables on the desktop. Some updates don't go well necessitating "cleanups" of old installs.
It provides a good overview of the different projects in a relative short amount of time. It is also useful to allocate the budget related to different projects.
The interface is very user friendly and allows everyone the ability to use it.
Really good CRM and saves lots of time having all the information in one place.
Deltek is a useful tool for managing projects, clients and finances with many built-in features. The software also offers many reporting tools.