I like TopNotepad's straightforward quoting and lightweight invoice-building functionality for our Austin software firm. Our sales reps can quickly spin-up client quotes without wrestling with overly complex CPQ tools. It keeps our deal-related notes and expense entries neatly organized. The initial setup was fairly quick, allowing basic account configuration and invoice template creation to go smoothly. Review collected by and hosted on G2.com.

TopNotepad lacks robust native CRM connectivity, which means we have to manually copy and paste when transferring quote data to our sales platform. The audit log retention window is too short, and exports aren’t pre-formatted for CCPA and CAN-SPAM audits. Additionally, we need configurable record-retention timers for old quotes and invoices to avoid manually purging outdated client-related entries each quarter. Review collected by and hosted on G2.com.