What do you like best about salesbricks?
We were just starting to sell our product and needed a way to create custom quotes, track signatures, send invoices, and receive payment.
1. We set it up in an hour
2. Built out and saved different pricing plans - tons of flexibility (These can be embedded on your website via API)
3. When creating a new quote, use one of your saved plans and make tweaks via easy UI (discounts, seats, payment terms etc)
4. Spits out a branded order form, deliverable by URL (can also download pdf but this is a lot easier)
5. Customers can click the link and pay via credit card right there, or choose to be invoiced. There's the option to allow customers to make changes to parts of the quote, like terms, etc, which is helpful to avoid unnecessary back and forth.
It has built-in signing abilities, so no need to pay for DocuSign or something similar, and automatically sends an invoice to the customer at the right time.
It's a simple, modern approach to payments that covers self-service and top-down sales, and is infinitely easier than something like CPQ for everyone involved. Review collected by and hosted on G2.com.
What do you dislike about salesbricks?
It covers everything we need for our stage, but I could see potential gaps for a more sophisticated GTM org. With that said, Salesbricks is a startup and based on what they've released since I've been a customer, they are building like crazy and adding features on a weekly basis. Review collected by and hosted on G2.com.