I like the features available and the integration with Xero Partner Hub. I particularly like the PDF document features and editability, and document signing. The price is competitive. The support team are available to talk to in person when needed which is great. Review collected by and hosted on G2.com.
We sometimes encounter a delay when opening documents, and the current system can feel a bit clunky at times. Often, the location file name doesn’t match the document that’s actually open on the screen, which can be confusing. We have experienced slowness in the past, but we haven’t run into this particular type of slowness for about five months now. Saving emails from the Outlook screen could be improved to avoid emails sitting in the incorrect folders. Review collected by and hosted on G2.com.