Bill Printing Software

There are a few more admin settings that would be nice to be easier. Managing permissions checked and up to date for several integrations and users can be a little tedious. Review collected by and hosted on G2.com.

It provides the business teams with one single cloud platform for finance activities rather than a scatter gun of spreadsheets and other platforms. And from an IT point of view, it's easier to manage user administration and review permissions, and you get greater visibility of how the platform integrates with other applications. Review collected by and hosted on G2.com.

Can't figure out how to turn off expiration date. They unnecessarily gatekeep some features for Enterprise plans. Price has definitely gone up over the years. Review collected by and hosted on G2.com.

PandaDoc has streamlined our entire proposal and contract workflow. What used to take hours of PDF editing and chasing signatures now takes minutes, and everything looks consistently branded and professional. It saves me time, speeds up client approvals, and makes our video production company look as polished as the work we deliver. Review collected by and hosted on G2.com.

The biggest downside for me is the complexity of some sales workflows. In our configuration, certain status changes cannot be reversed, and revisiting a lead marked for future follow-up can require copying the record. That adds extra steps and makes maintaining a clear customer history more difficult.

I would like simpler navigation and more flexibility when handling everyday sales scenarios. The customization options are valuable, but they also require careful setup to keep the process straightforward for the team. Review collected by and hosted on G2.com.

NetSuite helps us keep track of sales activity across multiple people and accounts. By keeping customer records, opportunities, and quotes connected, it gives us a shared view of each deal and its progress.

For me, the main benefit is being able to identify opportunities that need follow-up, see where deals are getting stuck, and give management a clearer picture of the pipeline. Our sales statuses and saved searches help focus attention on records that need action.

Linking quotes to opportunities also makes it easier to track what was proposed and how the deal ultimately turned out. This supports more consistent follow-up and better sales reporting. Review collected by and hosted on G2.com.

There are no real issues on my end. As a reviewer and approver, I find just seeing the complete invoice sometimes a little confusing, but it just takes a little moving around to review all the information I want to see. Review collected by and hosted on G2.com.

The biggest benefit I have found is prior to my approval as a first level supervisor, the invoices would be approved, and the work was not done to my satisfaction. They would pay and the job was not done or done well. Now if I'm not happy, I can deny the invoice and have the biller come back and make the necessary changes before getting paid. Review collected by and hosted on G2.com.

1. Limited customization

Some users want more control over invoice/quotation layouts, fields, reports, and branding.

Some system-generated text cannot be completely removed or changed.

2. Advanced features may require a paid plan

The free plan has limitations, particularly around customization and document functionality.

Some users find the paid plans relatively expensive when they only need basic invoicing. Review collected by and hosted on G2.com.

Refrens is primarily solving the problem of scattered, manual financial administration. Instead of managing quotations, invoices, expenses, payments, customers, vendors, and accounting records separately—often using spreadsheets and different software—Refrens brings many of these activities into one platform. Review collected by and hosted on G2.com.

Honestly, there is nothing I dislike about Anchor. I needed a bulk proposal feature and they were able to send me a spreadsheet tailored to my needs with instructions and they would take care of uploading it and adding all the proposals to our account. Review collected by and hosted on G2.com.

Our last platform was disjointed, with Anchor we can see everything all in one place and get a great visual representation of where we are at. We also save a lot of time using the bulk features and the templates. Review collected by and hosted on G2.com.

For some reason, Bill disallowed the use of certain symbols in their Memo section. They used to allow me to use the @ symbol and additional symbols like that, and now they don't. I found it quite helpful to use those and unnecessarily restrictive. I imagine there's a coding reason for it or something like that, but I wished they didn't change that. I also find the Approval process can be confusing at times, because the steps aren't specifically guided as seamlessly as they are in the iPhone app. The app moves me through the approval process really easily and smoothly. The desktop app I don't always know if the approval and payment out has processed correctly. Review collected by and hosted on G2.com.

Bill really keeps the vast majority of my payment management in one easy to use resource. It's very helpful to konw I can just handle the vast majority of my financial payment/management needs inside this program. 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.

One area where I'd like to see more progress is AI/Intelligence. Right now it feels like a straightforward quoting tool rather than something that's actively working for me, I'd love to see it start suggesting the right saved blocks or line items based on past quotes, flagging pricing anomalies, or even helping draft follow-up messaging to clients. Competitors are starting to lean into this, and it feels like it's an area where the tool is falling a bit behind the curve.

Integrations are the other gap for me. We rely heavily on HubSpot for our CRM and quote/deal tracking, and Microsoft 365 (Outlook, Teams) for client communication, so having no native connection between the quoting tool and either of those means a lot of manual re-entry and duplicate admin. A two-way sync with HubSpot deals/contacts, and something like an Outlook or Teams add-in, would make it a genuinely joined-up part of our sales process rather than a standalone step. Review collected by and hosted on G2.com.

Qwilr is solving the problem of quotes being slow to build, inconsistent, and disconnected from the actual sales conversation. Before, putting together a quote across a range of products meant starting largely from scratch each time, which was time-consuming and left room for inconsistency between quotes. With saved blocks for each product, that's now standardised, I can pull together an accurate, on-brand quote in a fraction of the time.

It's also solved the problem of quotes being a one-way, static document that clients read (or don't) on their own. The presentation style and selectable line items mean I can get on a Teams call with a client and walk through the quote together, adjusting line items live and answering questions as they come up, rather than emailing something over and hoping it lands. That's made the sales process feel far more collaborative and has cut down on the back-and-forth of revised quotes going out afterwards.

The main benefit is time saved and a more professional, consistent client experience, though as I've mentioned, there's still room for it to do more, particularly around AI-driven suggestions and native integrations with tools like HubSpot and Microsoft 365, which would close the loop even further. Review collected by and hosted on G2.com.

The initial API integration required some adjustments on our side and a good understanding of the Monetization data model. The implementation was successful, but more end-to-end examples for less common transaction-rating scenarios would make the first setup easier. Review collected by and hosted on G2.com.

We use Tridens Monetization to calculate transaction fees when pricing depends on cumulative volume within a billing cycle and on additional attributes, including source, destination, and account type. Automating these calculations removes a significant amount of manual work, applies the same rules consistently, and makes it easier to introduce or change rate plans. Review collected by and hosted on G2.com.

A few things that could use some polish: we've run into occasional outages, which doesn't happen too often but could potentially be an issue if I needed to get an urgent invoice out. I'd also love the ability to export just my search results rather than being forced to export every invoice each time - a small thing, but it'd save a lot of time. Lastly, because of how tightly Tabs integrates with our other systems, there are some restrictions on making manual updates or edits, which can be a bit limiting when we need to make a quick fix on the fly. Review collected by and hosted on G2.com.

Automated invoicing, with integrations to our other platforms such as Salesforce and NetSuite. Additional features down the line that could further automate our revenue recognition process. 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.

Honestly nothing, maybe that I spent so long looking for a good provider before I landed on Sequence! Review collected by and hosted on G2.com.

Before Sequence we didn't have a proper way to build, send and sign commercial quotes - it lived across documents and manual work. Now quoting, pricing and e-signature sit in one tool, the signed quote flows straight into the billing schedule, and there's approval routing we can turn on as the team grows. It means the sales team can move on a deal without waiting on someone to assemble the paperwork by hand. 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.

Not necessarily an Iris problem but RFPs are not a fun process. Managing the latest and greatest documentation about our own product functionality or info-sec credentials can be a tedious process. Review collected by and hosted on G2.com.

Several! Our answers to RFPs in Iris are solid, the speed at which we can complete RFPs is incredible, and the ability to manage the overall process in Iris has made our team much more organized. It's also fun to be able to assess whether or not we should entertain an RFP, even if our leadership team is pushing for a response. 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.

The dispute and fraud support process has been extremely poor. We had 20 unauthorized card transactions totaling $475.35, reported them immediately, and Mercury still concluded they were “authorized” without explaining what evidence supported that decision.

Over 34 days, we dealt with 3 support tickets, repeated email follow-ups, and multiple requests for help through X/Twitter. We were repeatedly told the case had been escalated, but substantive responses did not come.

What concerns me most is not simply that the dispute was denied. It is that Mercury would not answer basic questions about how the transactions were authenticated, such as whether the physical card, digital wallet, PIN, CVV, or 3-D Secure was used.

For a financial platform, the support experience when something actually goes wrong is extremely important, and this has been the weakest part of Mercury by far. Review collected by and hosted on G2.com.

Mercury helps us centralize business banking, manage company cards, control team spending, and handle day-to-day payments in one place.

For a growing remote company, the main benefit is convenience. It is much easier to issue and manage cards, monitor transactions, and keep company banking organized than with many traditional banks.

That said, those benefits are heavily undermined when fraud or dispute support fails, because that is when you most need the bank to be responsive. Review collected by and hosted on G2.com.

The number of requirements some customers have within their RFPs. Review collected by and hosted on G2.com.

Ombud makes completing RFP requirements super easy and efiecent and enables an AI driven approach and the ability to build and evolve a library to support further RFP submission in the future. Review collected by and hosted on G2.com.

Integrations and proposals have some kinks, but the support and development team will actually get involved to help work these out. Review collected by and hosted on G2.com.

Proposal workflow is seamless for me and customers Review collected by and hosted on G2.com.

Nothing at all. We were worried in the beginning that the adoption across our org might become a problem. But since the ease of use, it was a positive!! Integrated quickly with all of our tools, we use it every day. Nothing to complain yet. Review collected by and hosted on G2.com.

It helps us to build business cases much faster than before. Review collected by and hosted on G2.com.