
Quick looks at most recent opportunities, map features, and the ability customize our quotes.
Adding thumbnail pictures and product data sheets really can personalize the quote in an instant. Review collected by and hosted on G2.com.
Standard reports still need some development Review collected by and hosted on G2.com.
QuoteBooks is very user friendly, easy to build a quote and quick access to review, revise, and print. Review collected by and hosted on G2.com.
Not being able to get pricing without filling customer info. Would like to have a separate price only work page for price check! Review collected by and hosted on G2.com.
I like the ease of use and how it organizes your customer information. Nice Dashboard feature. QuoteBooks also provides a very professional and easy to read quote. Review collected by and hosted on G2.com.
Not all of the functions are operational and I wish they were. Sometimes the program is very slow to run, which is inconvenient. There is no import/export wizard to transfer data to/from other programs. I would also like to be able to group certain customers and do an email blast. Review collected by and hosted on G2.com.
I like being able to keep contacts, opportunities, and other sales information organized and all in one place. I also like the new search bar at the top of Quotebooks that allows me to quickly search for just about anything. It's a lot easier to find things. Lastly, I like how organized and professional the quotes look when they are in a PDF. Our customers really like them as well. Review collected by and hosted on G2.com.
I dislike the filters. Although they are useful, they are a bit confusing. Sometimes, I have a difficult time navigating through them. Also, sometimes when I attempt to save a filter, it does not save and I cannot use it the next time I log in. This can be very frustrating when I am looking to do something quickly and not have time to build a new filter each time I use Quotebooks. Review collected by and hosted on G2.com.
I liked the fact that they were always available to answer any qestons we had or give us suggestions what would work best for our company. Review collected by and hosted on G2.com.
There is nothing that we dilike about this product. I would only say the length of time to get it up was long but it was mainly our fault. Review collected by and hosted on G2.com.