I like that Leap makes it very simple for me to provide precise quotes for any product that we sell (windows/doors/roofs) and how easily organized it is. I can also modify each item individually such as adding frosting to a bathroom window, or switch from one brand of window to another. It allows me to save different configurations, for instance I'll make one quote for our Premium option and one quote for our Economically priced option, and switch between them during the pricing stage. It is a one-stop shop for us because once the customer is ready, Leap allows me to make the contract and have them sign instantly. We can also attach warranties and brochures to the emailed contract. Review collected by and hosted on G2.com.
Sometimes I have issues with WiFi connectivity even when I use my phone as a hotspot, Leap will hop off the connection randomly after a good while so I reconnect it. I make sure to save things every few minutes just in case this happens. For Change Order documents, I don't like how the sales rep doesn't receive an emailed copy of the customers' docusign. It only goes to the owners of our company and other approved administrators, so I personally have no copy of that document, which means I have no idea if the customer completed it, and I have no record of it. I don't like how I have to edit each individual window one by one to see the price difference between different options. For example, if the customer wants a quote for Low-e windows vs without the Low-e, I have to go to each window/door and toggle Low-e and save it, then go back and retoggle Low-e and save it. This can be time-consuming when there are 30 items on the order. There should be an option "select all" and then I can apply the Low-e upcharge. Review collected by and hosted on G2.com.



