Before this, I was building quotes in Word, copy-pasting prices from a spreadsheet, and then literally printing things out for signatures. It was embarrassing honestly. Now I paste in a client email or drop in their Excel file and a draft quote comes back in like a minute. Last month a prospect sent me a PDF with 30+ line items at 4pm and I had a clean quote with e-sig back to them before they left the office. That kind of speed used to be impossible for us. The HubSpot sync is also something I use every single day — deal stages update automatically, no more toggling between tabs to log everything manually. Review collected by and hosted on G2.com.
The product catalog search slows down when you're scrolling through a lot of SKUs — we have around 400 and it gets a bit laggy. Also wish there was an easier way to duplicate and tweak existing quote templates instead of rebuilding from scratch each time. Small stuff but it adds up. Review collected by and hosted on G2.com.





