I love how easy it is to use, how easy it is to link with our existing CRM system, how good it is in the sense of it's overall speed and performance which ties in well with the UX and how great the support is Review collected by and hosted on G2.com.

Not a dislike but a dark mode option would be wonderful (unless there is one already and I haven't found it!) Review collected by and hosted on G2.com.

I really like Valuecase and how easy it is to create clear, professional, and personalized business cases. The platform is intuitive, saves time, and makes it much easier to present value to customers in a structured and compelling way. Review collected by and hosted on G2.com.

More collaboration features, such as improved commenting or version tracking, would make teamwork even easier. Review collected by and hosted on G2.com.

I love how Valuecase structures the onboarding journey for our clients, making it more engaging and clear. It really helps in reducing our administrative work and ensures that clients don't go live too late. One of the features I find most valuable is the responsiveness of their team whenever support or new features are needed. Their toolkit is comprehensive, providing everything necessary to build an engaging and effective space for clients. I also like how their team comes up with solutions tailored to our unique onboarding needs, which sometimes don't fit the default elements. Additionally, the integration with Hubspot works very well, and the initial setup of Valuecase was easy. Review collected by and hosted on G2.com.

What is missing sometimes are UI features that make it easier to duplicate certain elements for faster building, drag and drop and pasting from the clipboard. For example, I want to paste jpeg into the attachment box by just pasting it instead of having to upload it. Review collected by and hosted on G2.com.

I think how Valuecase is just so easy to use and the kind of how it looks for prospective clients as well. It's really easy to update and add in content, literature, and videos. It's a lot more visual, which suits those who don't want just text. Valuecase really helps us keep our product offerings up to date and gives our prospective clients the best possible experience when deciding if we're the right provider for them. It streamlines operations by making sure next steps are clearly defined. From a marketing perspective, even before the proposal stage, it allows us to share relevant information with prospective clients. The initial setup was really easy, and Lennart was really helpful with any queries we had. The support was great, and it's very straightforward to get up and running. Review collected by and hosted on G2.com.

I think for us, the only thing that we would like is a version history. So if somebody accidentally deletes some wording that they've maybe tweaked in one particular proposal, just having a version history there would be great. But, when you go on live chat with them, they can easily dig it out for you, and they have recently done that. So although it could be improved, there's still a solution there. Review collected by and hosted on G2.com.

I like the flexibility of Valuecase; it's really nice that we can set up the checklists as we want. There are a lot of automations and workflows, and now they've also implemented AI. This makes it really, really flexible for adapting to any company implementation or sales process. It helps me tailor the onboarding checklist according to what the particular client contracted or the type of integration they have. It gives me the flexibility I need but also the efficiency to create those checklists since it relies on automations and AI to help build it. Review collected by and hosted on G2.com.

I mean, it's being improved already, but sometimes navigation on the platform, or where to find things, was not that easy at the beginning. The navigation on the tools was something that could be improved. Review collected by and hosted on G2.com.

I love the Valuecase calculator, which allows my clients to have a real visual on what they can gain by working with me rather than with a competitor. The often complicated calculations become simple, as they only have to enter their data, and the result is displayed instantly. Moreover, I find the initial setup very, very simple. Review collected by and hosted on G2.com.

I had already informed about the possibility that the forms might be reset automatically. So that the client can fill in data even an hour after having filled out the previous form. Review collected by and hosted on G2.com.

I appreciate about Valuecase that all necessary documents are in one place, which greatly facilitates handling. It is easy to use and very intuitive, which makes work easier. Especially the simple document upload and sharing with clients are great features. The initial setup was very easy and pleasant. Review collected by and hosted on G2.com.

It would be helpful if one could upload multiple documents at once. Currently, you can only select one document. Review collected by and hosted on G2.com.

I like that it provides a single, unified place for all the information, which makes it easier to transfer knowledge to customers. Review collected by and hosted on G2.com.

It can feel a bit clunky or slow at times, especially when you’re working with larger templates. Review collected by and hosted on G2.com.

Built highly UX-friendly. Colleagues were easily onboarded and able to use Valuecase.

Through Valuecase MCP, we can easily connect Valuecase to Claude and our internal data analytics processes.

We really enjoy the Analytics feature, that Valuecase provides Review collected by and hosted on G2.com.

Sometimes a bit more adjustability would be nice, like changing style of forms or blocks. Review collected by and hosted on G2.com.

Pretty simple and straightforward. It’s very time-efficient, since you can build your deck in just minutes. Review collected by and hosted on G2.com.

One minor issue I’ve noticed is that when I delete some text, it sometimes won’t let me undo the action. Review collected by and hosted on G2.com.