Fantastic UI/UX — easy to use, easy to look at, and easy to make changes
Customization:
Turning features on and off
Custom fields
Subscription descriptions that support coded date ranges
Email templates — HTML that lets us customize by brand
One-time invoices
Currency options when we need them
Support — genuinely communicative, not AI, and they actually make things happen (like setting up a scheduled price increase on products inside a bundle) Review collected by and hosted on G2.com.
I would love to see the following:
Reporting and renewal emails that pull in scheduled price increases — so forecasting is possible and complete renewal information can be emailed
The ability to change the default contact on a subscription
The ability to customize documents (invoice and quote templates) without requiring support’s help
More reporting customization Review collected by and hosted on G2.com.
Thank you, Lindsay. Going from about 200 to 1,100 customers across three acquired companies is a LOT of billing to absorb, and cutting a three-day process to one by running Python against custom reports is exactly what we hoped that reporting would make possible.
We've got your feedback: price increases in reporting + emails, changing the default contact, editing invoice and quote templates, and more report customization. We’re taking all four to our product team.