Leap Reviews & Product Details

Is extremely useful as a database for storing client info and searching for client info. Review collected by and hosted on G2.com.

The reports built into the program need to be fully customizable. Should be able to pick and chose all available fields to build the report not just some.

The templates feature is not very user-friendly and clunky. You should not need knowledge of HTML to create an entirely new template.

Some of our clients have more than one address. Would be helpful to have a copy page function that allows me to only update the address for a customer record while retaining all the other contact info. The "add a job" function is not the solution we need. Review collected by and hosted on G2.com.

The system is extremely easy for sales people to use once set up properly. Review collected by and hosted on G2.com.

Only Docusign is connectable. Support is only web based and if you are trying to do an integration quickly, it is difficult to get alignment with their team. We rtan into this with a custom Salesforce integration. Also, only having an Apple Application is frustrating. Review collected by and hosted on G2.com.

As a project coordinator, I love how easy it is to review what my team is doing in the field. I can see their dispo results, I can view line items to answer customer's questions and the flexibility of making changes is great. Review collected by and hosted on G2.com.

At this point I haven't had any issues using Leap and all of my experiences have been positive. We've only been live for a few months but I'm two thumbs up. Review collected by and hosted on G2.com.

It is easy to use and i use it every dya for work. it makes my job os much easier while seeing to customers and all the features are super easy to understand. If there is ever any issue it usually resolved by the support team within the day. Review collected by and hosted on G2.com.

There are fequent issues and it tells me i need internet connection when i do but its easy to resolve Review collected by and hosted on G2.com.

Updating pricing is a breeze

contracts go right into our other platform making it visible for everyone

easy on updates

even if you are a beginner this is a very easy system to learn! Review collected by and hosted on G2.com.

No dislikes at this time, if I had to pick 1 thing, there is a ton of updates, but not a negative Review collected by and hosted on G2.com.

It syncs on a daily basis taking all the guesswork of having the correct pricing at the tips of our hands for all the options available to us. Review collected by and hosted on G2.com.

I don't like that we cannot send a customer an actual estimate via email for them to review once we have completed presentation. Customer's often have estimates from other companies that they would like to compare. Just giving them a final price with no detailed information can be a deal breaker for some people. It doesn't look professional in their opinion. Review collected by and hosted on G2.com.

You can load as much information as needed:

1 ) Products descriptions

2) Prices

3) Quote projects with all pertinent information.

4) Send out brochures and products information.

5) Contracts sign life or remote capability.

6) Load photos to a contract.

7) Keep record of sales & quotes per projects.

8) Adding tabs or products is endless the easy to build it up. Review collected by and hosted on G2.com.

I have not found any obstacles on what pertains to our company use. I am an independent contractor and do 4 to 6 quotes per day and it is amazing. Review collected by and hosted on G2.com.

I enjoy the customizability of Leap. The platform allows me to price out jobs in any number of ways, run finance applications, and conveniently generate contracts to enable an effective one call close sales visit. I use it twice a day and very rarely have any issues at all. Every aspect is well integrated into the platform. Review collected by and hosted on G2.com.

When updates occur in the platform, they do not auto-update always. This can be frustrating, but I'm not sure if it's an issue with Leap or with my device. Review collected by and hosted on G2.com.

I like that you can use it as a multi-purpose platform. We use it for our estimates, presentations, writing of contracts but also for our installation department. Our field tech fills out all of his paperwork on leap and it easily gets submitted to the install dept as well as the customer. There's so many different ways to use leap. It's been great Review collected by and hosted on G2.com.

The main thing I dislike about leap is that you cannot export the price guide with all of the upcharges. That's really the only downfall I have when going in to do anything - the pricing for upcharges would go a lot more smoothly given the option to export the upcharges as well. Review collected by and hosted on G2.com.

Leap has lots of tools for your contracts and quotes. Review collected by and hosted on G2.com.

I wish there was more customization on certain things, especially upcharges. The upcharges cannot override the original item and that would be helpful in some cases where you are upselling. Review collected by and hosted on G2.com.