Bill Printing Software

My experience with PandaDoc has been very positive overall, and any dislikes I have are really just minor areas for improvement rather than true issues.

When I’m managing a high volume of partner documents across multiple regions (Europe, North America, the Middle East, India, and Asia), the search and filtering could be a bit more refined. It works well as-is, but faster advanced filters—or smarter suggestions when partner or company names are similar—would make it even more efficient.

I also think the reporting and analytics could be more customizable. The current dashboard already provides strong visibility into document views, time spent, and page engagement, but having additional exportable insights or more trend-based reporting would be especially helpful for larger onboarding programs.

Lastly, while signer replacement works smoothly, it would be great to have more automation or intelligent recommendations when roles change within partner organizations, so workflows stay streamlined with less manual effort.

Overall, these are small enhancements. PandaDoc still supports our NDA, Partner Information Form, and Partner Agreement processes effectively, particularly when we need to maintain confidentiality for OEM integrations involving APIs, SDKs, and technical documentation. Review collected by and hosted on G2.com.

PandaDoc helps solve key challenges in our partner onboarding and contract management by improving efficiency, visibility, and confidentiality. As a Partner Onboarding Specialist in an OEM organization focused on identity management, access control, and physical security, I manage NDAs, Partner Information Forms, and Partner Agreements across Europe, North America, the Middle East, India, and Asia.

Previously, our biggest pain points were manual follow-ups, limited real-time visibility, and delays in getting signatures from external partners. PandaDoc addresses these issues with automated reminders that reduce the need for constant chasing and keep documents moving on schedule. The tracking dashboard is especially useful because it shows document status, time spent on pages, and engagement levels, which helps me prioritize follow-ups more effectively.

It also strengthens organization by enabling structured storage and fast searching by partner name, company, or region—something that’s essential for a large, global partner ecosystem. In addition, because we share confidential APIs, SDKs, and integration documentation only after agreements are signed, PandaDoc supports a secure, traceable, and compliant workflow. This reduces risk and noticeably improves onboarding speed and overall operational efficiency. Review collected by and hosted on G2.com.

While the system is generally stable, we occasionally experience sluggish performance and slow loading times when running large, multi-year financial reports. Also, from a pricing perspective, the recent subscription cost increases make it feel like a stretch for very small businesses looking for a strong ROI, especially when certain basic features are locked behind higher tiers. Review collected by and hosted on G2.com.

Xero has completely solved our disconnected workflow by serving as a single source of truth for our finances. By linking our Chargebee billing and Stripe payment gateways directly through its robust integrations, we have completely eliminated manual reconciliation and double-handling. The clean UI/UX allows our team to monitor outstanding invoices at a glance, which has dramatically accelerated our cash flow and yielded a fantastic ROI in terms of weekly admin hours saved. Review collected by and hosted on G2.com.

While NetSuite is a powerful and flexible platform, there are some limitations that can impact day-to-day usability.

One of the main challenges is with Saved Searches, particularly around complex criteria and advanced filtering. As requirements become more sophisticated, it can be difficult to build or maintain searches without workarounds, and performance can sometimes be impacted.

From a supply chain perspective, there are also limitations in inventory management and demand forecasting capabilities. Forecasting often requires additional customization or external tools to achieve higher accuracy and deeper predictive insights.

Overall, while NetSuite provides a strong foundation, some areas require enhancement or supplementary solutions to fully support advanced analytics and planning needs. Review collected by and hosted on G2.com.

What problems is it solving?

Before NetSuite, our data was trapped in different systems that didn’t talk to each other. We were wasting hours manually moving information between spreadsheets, which led to human errors and outdated numbers.

How is it benefiting you?

It puts everything—finance, sales, and operations—into one place. For me, the biggest benefit is having a single, reliable source of truth. I can see real-time performance dashboards without waiting days for manual reports, which means we can make faster, smarter business decisions. Review collected by and hosted on G2.com.

I really have not experienced any downside to Stampli. Once your account is set up it works great. I try to approve invoices ASAP when I get the notification but if I forget or was away it reminds me. That's not a bad thing. Review collected by and hosted on G2.com.

Stampli allows the people interacting and purchasing products and services to pay our vendors faster. Review collected by and hosted on G2.com.

While Refrens Accounting is excellent for day-to-day operations, there is still room for improvement regarding deep third-party integrations. It would be highly beneficial to have more native sync capabilities with advanced project management tools or external CRM systems to automate workflows even further.

Additionally, as the platform continues to add features, the reporting and analytics tools could be expanded to provide deeper financial insights and automated forecasting for long-term planning. However, these are minor feature gaps, and the core functionalities for invoicing, quotations, and client management remain incredibly strong and reliable. Review collected by and hosted on G2.com.

Before using Refrens Accounting, my business operations were heavily fragmented. I was constantly juggling multiple disjointed platforms—using separate tools or spreadsheets to create quotations, handle client records, and send invoices. This scattered workflow made it time-consuming to stay organized and led to delays in getting paid.

Refrens completely solves this issue by serving as a centralized, all-in-one hub for my client management and billing ecosystem. Review collected by and hosted on G2.com.

The interface continues to be a huge challenge for me. I have it synced with QuickBooks Online but overall do not find the user experience easy or enjoyable. I think because of this I have not dug deeper into the features or how else I could be using it. I do not feel that it's really clear what it's doing or how it's set up. I would want a simpler interface, better instructions and guidance as I use it. The initial setup was not very easy, it took me a while to figure out. I do remember feeling overwhelmed by the setup and interface. Review collected by and hosted on G2.com.

BILL AP/AR saves time by eliminating the need to print, mail, and deposit checks. It speeds up our A/R process when clients pay electronically, helping cash flow. Review collected by and hosted on G2.com.

There are many steps to verifying your business and setting up payment processing. If you have to change a bank account, you have to go through verification again. Review collected by and hosted on G2.com.

I just started a business and was spinning in circles setting up a process to write customer agreements and collect payments. Anchor has both electronic agreements and payment processing integrated so I could put the services right in the proposal, and set how they should be billed. The customer can add their payment method right to the agreement and pay the invoice immediately. I love that in just a few minutes I had monthly invoices set up and I don't have to manage invoices moving forward. Review collected by and hosted on G2.com.

At this stage, I have not identified any major negative points in my use of GetAccept. The tool fully meets my daily needs, and the features offered, particularly around Deal Rooms, are both intuitive and effective. So far, my experience has been very positive. Review collected by and hosted on G2.com.

GetAccept primarily solves a time-related problem with post-meeting follow-ups. It allows me to quickly share clear and structured reports with my clients, which improves my responsiveness, streamlines communication, and saves me valuable time on a daily basis. Review collected by and hosted on G2.com.

Some of the features within the Enterprise package should come standard with the starter pack, like being able to remove the qwilr branding in the email. There have been occasions where my email will get quarantined by the prospect. Review collected by and hosted on G2.com.

Qwilr makes it so that I spend less time building a proposal and more time selling. I have 10x'd my productivity as a result of using it. Review collected by and hosted on G2.com.

Honestly I havent been working with it enough to find something I dislike but at the moment I am hard pressed to find something as well. Overall the product works as intended and I hopefully do not find anything I dislike moving foward. Review collected by and hosted on G2.com.

Our first day implementing Bill360 we had a customer use the "pay now" options and that is already a one time customer that we will not have to reach out to in order to get paid. Also the outstanding payments being included on the invoice helps so much. This is one thing our owner has wanted for a long time with our invoicing. Review collected by and hosted on G2.com.

Sometimes the automation does not fully complete what is required Review collected by and hosted on G2.com.

As a fractional CFO managing multiple clients, one of the biggest challenges is keeping invoicing and revenue recognition organized and accurate across different accounts without a ton of manual overhead. Tabs solves that by giving us a central, structured way to manage invoices and sync them with our accounting systems, which cuts down on the back-and-forth and manual data entry that used to eat up time. It's also made it easier to build automation around contract and purchase order processing, so instead of manually tracking deals and invoices in scattered documents, we have a more reliable, centralized system. The benefit is real time savings and fewer errors, which matters a lot when you're supporting several clients at once and need confidence that the numbers are right. Review collected by and hosted on G2.com.

Nothing big. There are edge cases that can require help, but the support team is responsive and the issues we’ve raised have tended to show up on the roadmap. Review collected by and hosted on G2.com.

Sequence consolidated our quoting, contracts, billing, and invoicing into a single system. Instead of stitching together multiple products, we can handle them in one workflow. For a usage-based model like ours, that means fewer manual steps and far more confidence in what we do. Review collected by and hosted on G2.com.

Nothing, so far its been great! Review collected by and hosted on G2.com.

I use Iris to streamline and enhance collaboration in the RFP process. It provides a single source of truth with centralized "approved answers" that update easily and improve with each use, avoiding repeated manual answers. Assigning tasks is in one place, simplifying what was manual work. Review collected by and hosted on G2.com.

The calendar is buggy and it doesn't offer me the option of seeing all the calendars of the whole office at the same time. I coordinate the schedule and I need to see everyone's availability. In addition, we need to color-code our appointments and B4T doesn't do that. We use Google instead. Review collected by and hosted on G2.com.

We keep practice info at our fingertips and use it to track time. I also like the task tracking and the ability to set up task flows that trigger the next step on completion of the previous. It helps me stay on top of my cases and bill all of my time. That helps my productivity and keeps the clients happy. Review collected by and hosted on G2.com.

They were fine for a number of years but things dramatically changed this year. With one day notice they changed their processing timelines from 1 day to 3 days. They then had a series of errors that extended the 3 day fund hold to 6 days. They have done a terrible job of communicating, have been combative, and have turned into an awful partner. They are also, with no notice, instituting burdensome rules that I have not seen from other processors and offering no justification for those rules. My guess is that they had a major fraud incident. Something definitely changed on their end. Review collected by and hosted on G2.com.

We use Checkbook to process payments and issue paper checks for our end users. Review collected by and hosted on G2.com.

Mercury may not be a good fit for founders who do any meaningful work internationally. My account was closed despite the company being a legitimate U.S. LLC with an EIN and a U.S. mailing address. The only unusual factor appeared to be that part of my work involves one international business address.

The closure happened quickly and without any opportunity to resolve the issue. For founders building global companies, that kind of uncertainty without opportunity for manual review makes financial planning extremely difficult.

Many startups today operate with distributed teams or founders who spend time abroad. Based on my experience, founders with any international operations should review Mercury’s policies carefully before relying on it as their primary banking platform. Review collected by and hosted on G2.com.

For founders operating primarily in the United States, Mercury simplifies tasks like opening a business account, managing payments, and connecting financial tools without needing to visit a bank branch. The platform is clearly designed with startups in mind, and the user experience is much easier than traditional banking portals. Review collected by and hosted on G2.com.

The difficulty of importing excel spreadsheets when they are very complex as it is difficult to set up the fields and it is done with some order. That order is not very easy to understand so some guidance and more step by step would be a great help

Also sometimes the system is slow, for example in the content library when copy and paste contents into the search box, the system needs to load first and when reloaded you loose what you inserted first and you need to repeat your action. Review collected by and hosted on G2.com.

AI tool, Ask Me, and the filters such as refine and make concise are extremely helpful Review collected by and hosted on G2.com.

One thing I dislike about FreshBooks is that some advanced accounting features are limited compared to larger enterprise accounting platforms. The customization options for reports could be more flexible, and costs can increase as additional users or features are added. For businesses with complex accounting requirements, there may be a learning curve when trying to extend functionality. Review collected by and hosted on G2.com.

FreshBooks solves the challenge of managing invoices, expenses, payments, and financial records in a single place. It reduces the time spent on manual bookkeeping and helps keep financial information organized and accessible. For me, it improves efficiency by automating routine accounting tasks, simplifying client billing, and providing visibility into cash flow and business performance. Overall, it saves time and helps maintain better financial control. Review collected by and hosted on G2.com.

Some features can take a little time to learn when setting up the system for the first time. Certain customization options are not always as flexible as expected, especially when trying to match specific invoice formats or workflows. It works well for day-to-day invoicing, but occasional adjustments require a bit of extra effort. Review collected by and hosted on G2.com.

oho Invoice solves the challenge of managing invoices, payments, and customer billing in a structured way. Instead of creating invoices manually and tracking payments through spreadsheets, everything is organized in one place. This makes it easier to send invoices on time, monitor payment status, and keep accurate records. For me, the biggest benefit is saving time on administrative work and reducing the chances of missing payments or billing details. Automated reminders and payment tracking help streamline the process, allowing more time to focus on actual business tasks rather than paperwork. Review collected by and hosted on G2.com.

sellsy has many different features, I have not yet explored all the uses Review collected by and hosted on G2.com.

the creation of invoices and their management Review collected by and hosted on G2.com.