“powerful finance automation”

Pros

Completely changed how we handle our finances! The interface feels accessible and it connects smoothly with the financial systems we already use so getting started was very easy. Its automation tools have taken countless hours of repetitive work off our plate which gives the team more time to focus on bigger strategic priorities. The analytics and reporting are detailed and clear, giving us a solid view of our financial health and helping us make smarter decisions. On top of that, their customer support has been excellent--responsive, helpful and always ready to jump in when needed.

Cons

Comes with a broad set of features but some of the more advanced functions can feel a little overwhelming in the beginning. It would help a lot if there were a larger library of tutorials or more guided walkthroughs so new users could take full advantage of everything the platform offers.

“Saves me a lot of time”

Pros

Before this software, I was manually dealing with invoicing, renewals and contract workflows which took up a lot of time. Since switching, those tasks are now automated and that has opened up room to focus on more meaningful, higher-value work. It has also strengthened the way we handle quotes, giving both our Finance team and Sales leadership more confidence in the process. At this point, the platform has become a key part of how we manage quoting, invoicing and billing. On top of that, it's customer support team made the rollout feel smooth. I'd definitely recommend this to Finance or Sales teams that want to organize operations and save time.

Cons

Has been really impressive overall but I'd still like to see access to the product roadmap and more flexibility when it comes to adjusting contract terms. It would also be helpful if the platform connected with tools like Slack. Beyond that, there's still some room to improve performance by making the system faster and more dependable.

“So convenient!”

Pros

Putting together a proposal and getting it signed only takes a minute or two which has been incredibly convenient.

Cons

There really aren't many downsides to this software. Every now and then a small glitch pops up but it's nothing serious or business-critical.

“proposal-to-revenue powerhouse”

Pros

This has been a really strong tool for creating proposals and actually turning them into revenue.

Cons

A few parts of the product take a bit of time to get used to.

“helpful templates”

Pros

Getting started was easy and the templates have been especially useful for putting contracts together quickly whenever needed. It also connects well with our CRM and helps automate contract tracking which saves time and keeps things organized.

Cons

One thing it's still missing is a built in option to send reminders to prospects to sign the contract and that would make the process much more complete.