Assembly Reviews & Product Details

I really like how clean and simple the platform is, which makes it easy to use. I also appreciate the numerous integrations offered, which expand its usability with tools like Stripe, Airtable, and HubSpot. Another big plus is the ability to white-label the platform as my agency or for my clients, elevating the client experience by keeping all pertinent information in one place. The setup was super easy, making the transition smooth and hassle-free. Review collected by and hosted on G2.com.

I would like more separation for embeds. I use Airtable as a CRM and wish it was a little more segregated between clients. Review collected by and hosted on G2.com.

We've been really impressed with the ease of access and how we are able to present information to clients. We originally purchased the platform because it was an easy way for us to manage how we share information on final files with clients, and now we use it for much more. Review collected by and hosted on G2.com.

I would love a separate landing page for different categories of clients os that we could display different information for clients in different industries. Review collected by and hosted on G2.com.

I really like the automation side of things in Assembly, like automating contracts, forms, and other key features. It makes it convenient for us to assign contracts and automate related tasks when a client fits a certain tag. Also, the initial setup was super easy. Review collected by and hosted on G2.com.

The level of features and automation consists of. We want more flexibility to adapt to our workflow. Review collected by and hosted on G2.com.

What I appreciate most about Assembly is how streamlined the entire experience feels. It's also incredibly easy to pick up and start using with your teams, making the implementation process smooth and straightforward. Review collected by and hosted on G2.com.

One of the main drawbacks of Assembly, in my opinion, is that the platform is still relatively new. Because of this, it currently lacks some features that I expect will be introduced in the future. These missing elements make the experience less helpful for me at the moment. Review collected by and hosted on G2.com.

It's so simple to use! I love the ability to chat with the clients and have a central place for all client tasks, contracts, forms, files, and invoices. Makes things so much easier when sending a link to them. Review collected by and hosted on G2.com.

The price is a little high for what it is... Features I'd like to have that would make it more valuable to me:

- Ability to edit contracts in the software so I don't have to re-upload a new one every time I notice a mistake

- Ability to send a contract and payment in ONE link then it creates or updates a client in the CRM, so I can make things easy to onboard new clients. Review collected by and hosted on G2.com.

I like Assembly's simplicity compared to other platforms. It's definitely very good, and I found it easier to navigate. The initial setup was really easy, and it's a beautiful setup platform. It's the simplest platform I've used, which is great for new businesses. It's also the cheapest platform and very easy to use. Review collected by and hosted on G2.com.

I'd say probably adding a little more user interface interaction, a couple more features. Maybe a bit more customization when it comes to forms. The messaging section can definitely be improved. I would say that's the weakest point. Review collected by and hosted on G2.com.

Assembly is a great product! It is very user friendly. Creating an account for my accounting firm was simple and quick. My clients also have found it very easy to use. It also offers great customer support through its resources and the response of the Assembly support team. Review collected by and hosted on G2.com.

I would love if it integrated with other systems that I use like QuickBooks. Review collected by and hosted on G2.com.

I love the ease of which my clients can see and navigate all essential documents for our project. As a website and graphic designer, we are constantly working on projects for existing and new clients. Each project comes with needs for contracts, signatures, approvals, and more. With copilot, our clients can see all of their tasks in one place- with deadlines! Plus, it makes it so much more convenient to go back and find important information with it all being right there. Review collected by and hosted on G2.com.

I wish that Copilot's forms and contracts features were a little more intuitive. Instead of having to upload a document, or start from scratch each time, it would be great if they were a little quicker to use. Review collected by and hosted on G2.com.

After conducting extensive research to identify a reliable external portal with the right capabilities, I selected Co-Pilot—and I couldn’t be more pleased with the choice. It offers far more features than comparable platforms while remaining extremely user-friendly, making it an excellent fit for the company. I especially love the many updates and new features added over the past year, along with the ability to integrate externally designed pages through iframes, which allows for a seamless, flexible, and highly customizable experience. Review collected by and hosted on G2.com.

To be able to have customization on the home page Review collected by and hosted on G2.com.

I really like the aspect of customization in Assembly and having everything in one place. It's also easy to use for my clients, which is great. Review collected by and hosted on G2.com.

File management is a little unclear on how much storage is used/free. The download status shown is causing confusion for my clients. The login with SSO is causing problems for clients in different companies with different emails for each company. Review collected by and hosted on G2.com.