Bill Printing Software

The biggest issue in the PandaDoc for me was the ease of implementation because getting all our old templates moved over took way longer than I liked. And I also think the customer support could be a bit faster when I have to message for the help about a glitch. Review collected by and hosted on G2.com.

PandaDoc has really saved us from the nightmare of chasing people for physical signatures and dealing with messy email attachments. It solves the problem of not knowing if a proposal is actually being read, which benefits us because we can see exactly when a client is looking at the price. Review collected by and hosted on G2.com.

We have run into some things we have put in for improvement such as the ability to create invoices from sales orders, which is what our customers would like to see. Our customers only see invoices paid, but a sales order can be processed with several invoices, so they would like to know which invoices are created from which sales orders. Review collected by and hosted on G2.com.

I like NetSuite because the process from estimate to delivery is seamless, unlike other products. The customization available for workflows, forms, and scripts is great for meeting different requests from roles in our company. Review collected by and hosted on G2.com.

One thing I dislike about Xero is that some advanced features are limited compared to full ERP systems. For larger or more complex businesses, customization options and detailed inventory management could be improved.

However, for small and medium-sized businesses, Xero still works very efficiently and meets most daily accounting needs. Review collected by and hosted on G2.com.

I find Xero easy to use, saving time through automation, especially with invoices and bank reconciliation. Its reporting features make generating and understanding profit and loss statements and balance sheets simple, reducing the need for many workers. Review collected by and hosted on G2.com.

Trying to make sure that the tray is correct so that it doesn't go to another department by default. It can be a little bit of a waste of time, but I would still say Stampli is worth it. Review collected by and hosted on G2.com.

Stampli has helped us tremendously with timely payments to vendors, not being asked to code the same invoice multiple times, and getting invoices to the correct coders the first time. This has helped our work load so much, because we no longer have to spend at least an hour each day finding old invoices that we coded months ago that were never paid. Review collected by and hosted on G2.com.

I wish they would expand the design modules to work more like a website CMS, maybe the ability to use HTML//CSS to really amp up the design and layout. Also the integration with HubSpot is not the best, it does not do what I wanted it to do. BUT I still love the platform, and they are always adding new features, so I will not be changing anytime soon! Review collected by and hosted on G2.com.

Simple but beautiful proposals that do not take all day to make! Review collected by and hosted on G2.com.

I can’t create an invoice on the go. If a client or even a non-client walks into the office needing a quick out-of-scope job like a copy of a report or something similar I can’t just generate an invoice without first creating an agreement. Having the ability to issue a quick standalone invoice would make things much more efficient for those small, one-off tasks. Review collected by and hosted on G2.com.

What problems is Anchor solving and how is that benefiting you?

I’m in a small community where a lot of our clients talk among themselves, so consistency is really important. Anchor’s set pricing and the ability to apply discounts let me show the same retail pricing to everyone, which keeps things transparent and fair. Before Anchor, my pricing was all over the place. Now, each service includes its own scope of work, expectations, and benefits meaning my engagement letters practically write themselves. It’s streamlined, consistent, and saves me a ton of time. Review collected by and hosted on G2.com.

navigating large proposals or managing multiple integrations sometimes feels a bit cumbersome, which can slow down the process until you’re fully accustomed to the platform. Review collected by and hosted on G2.com.

DealHub.io solves the problem of manual, fragmented sales processes by centralizing quoting, proposal, and contract management in one platform. This benefits me by reducing errors, saving time, and ensuring consistency across deals. The guided selling and CPQ (Configure, Price, Quote) features help me create accurate quotes quickly, collaborate efficiently with internal teams, and close deals faster, ultimately improving productivity and overall sales performance. Review collected by and hosted on G2.com.

Although FreshBooks does a great job with ease of use, the reporting features could be more advanced for those who want deeper insights into financial trends. I’d also like a bit more flexibility when customizing invoices and dashboards. Additionally, the cost may feel high for freelancers or very small businesses on a tight budget. Review collected by and hosted on G2.com.

FreshBooks helps me save time by simplifying invoicing, expense tracking, and payment collection all in one place. Instead of juggling spreadsheets or multiple tools, I can manage client billing, track time, and stay on top of cash flow quickly and accurately. It reduces errors, keeps everything organized, and ensures I get paid faster. This efficiency lets me focus more on growing my business instead of being stuck in administrative tasks. Review collected by and hosted on G2.com.

Suggested Enhancements for Bill.com AP/AR-

Notes & Notifications: Expand the notes section and improve notifications for better visibility and usability.

Error Handling: Provide more detailed explanations for sync errors beyond the current generic messages.

Invoice Controls: Enable the ability to set period restrictions for invoice entry to prevent posting in closed periods or payment dates errors.

GL Coding: Allow use of keyboard shortcuts or quick keys for GL account selection instead of manual dropdown navigation.

Inbox Processing: When forwarding an email with multiple invoices, the email currently becomes the backup, creating extra manual work. Suggest enabling the option to copy the email backup directly in the inbox rather than uploading it each time.

Overall Interface: Make the interface more user-friendly and intuitive for AP/AR workflows. Review collected by and hosted on G2.com.

Facilitating timely payments to ensure they are not late, error reduction on payments issued and payments received. Review collected by and hosted on G2.com.

In a high growth fintech setting, the native product analytics reporting on the platform is insufficient. It does a great job tracking the status of contracts, but I wish there were more product-centric dashboards for things like volume and types of contracts by product lines or average time to negotiate partnership agreements (a key metric for our go-to-market speed). We've made some of these views ourselves by pulling data from the API, but baked in product management knowledge would bring a lot to the table. Review collected by and hosted on G2.com.

Fynk is solving our problem of scale and governance. In a hyper-growth fintech, the volumes of contracts becomes enormous and managing them in ad-hoc tools is a big bottom-spreadsheet risk.

Speed: It speeds up the process of releasing our product. We take a key bottleneck off your hands, by automating the contract request and approval process. Legal can use pre-approved templates, and I can follow along on a contract's status in real-time with its corresponding Jira ticket.

Risk Management: It's a one source of truth that is audit-ready for all our obligations. This isn’t an option for a regulated entity, such as a bank. Be it a SOC 2 audit, or the next regulatory exam, we can immediately show that we have control over our third-party vendor and partner risk.

Key Insight: The AI extraction is building a single source of truth that I can leverage to analyze our partner landscape. I can see what words are common, where we have dependencies and I can make data driven decisions about our tech stack and partnership strategy.

The reward is that fynk becomes the central nervous system for our commercial and compliance obligations which lets our product team move fast whilst maintaining the more robotic governance demanded by banking. Review collected by and hosted on G2.com.

There haven't been any major issues, and my team has mentioned that the Iris team is very responsive whenever questions arise. Review collected by and hosted on G2.com.

Iris is helping our teams cut down the time spent gathering research, context, and competitive or product insights. Before Iris, people were digging through multiple tools and documents to piece together information; now they can get a consolidated, accurate summary in minutes. The biggest benefit is speed; teams move faster, have clearer context earlier in their workflows, and can make more informed decisions without getting bogged down in manual research. Review collected by and hosted on G2.com.

There’s a learning curve with any software, especially CPQ, so be ready to learn a lot in a short time and to help guide reps who have never used it before. Depending on your historical data, it can be a decent lift for implementation, but MonetizeNow will do their best to make it a breeze. Review collected by and hosted on G2.com.

MonetizeNow has sped up approvals, enabled reps to send contracts for signature without having to rely on dealdesk, and automated much of our deal data in Hubspot, including line items, ARR, TCV, and more. Most importantly, MonetizeNow has also helped us automate renewals and, at last, capture renewal data in Hubspot instead of tracking it manually in a Google Sheet. Review collected by and hosted on G2.com.

Grabbing content on the go that is formatted and ready to add to something outside of Responsive could be easier. Review collected by and hosted on G2.com.

Call RFPIO, get a demo, and try it out. You'll love their unique cost structure, easy to use interface, and ability to manage content and projects with a clear view of the workload. Review collected by and hosted on G2.com.

We get a lot of RFPs through web portals that need to be answered in Excel, making collaboration and content editing a major challenge. We use Responsive to collaborate as a team across internal and external team members - saving so much time! We bring the Excel template in and know how many questions we have to answer, can quickly assess who needs to do what, and spend more time responding to the strategic pieces.

The platform allows us to manage our extensive content library and collaborate as an extended business development team across sales, marketing, and SMEs. While we have not yet taken advantage of their extensive AI capabilities, we've already thoroughly explored them and look forward to taking advantage of them in the future. Review collected by and hosted on G2.com.

The biggest drawback we've had using Paystand is the amount of time it takes to notify us about a bounced ACH for insufficient funds or bad account number. For example, if a customer makes a payment on a Tuesday, we won't know if that payment truly clears until the following Tuesday. We will still get credited 1-2 days after the initial payment, but if it bounces, that payment is reversed. Then we're left to go back and try to recollect a week later. Our company experiences a high volume of bounced transactions, so being notified about them after 7 days is pain compared to the standard 2-3 days when depositing a check. If your company doesn't experience many returned transactions then it's probably not a big deal. Review collected by and hosted on G2.com.

We are modernizing our accounts receivable processes and having digital solution was the first step in that direction. Review collected by and hosted on G2.com.

We have encountered a few issues with the SF integration regarding outgoing forms getting stuck in the draft status. There is an effective workaround, but it's caused us to spend a lot of time troubleshooting and we have had one or two problems when we didn't notice this occurred. Nothing too crazy though. Review collected by and hosted on G2.com.

eSignature headaches and document templates. Review collected by and hosted on G2.com.

Some features are not available in my country (India) such as Payment collection from the clients and making of GST-compliant invoices. Payment collection is only available in some countries. Review collected by and hosted on G2.com.

Generating Invoices and Estimates for clients.

Sending automatic reminders for collecting payments.

Sending auto-payment receipts.

Payment collection from clients by integration Stripe payment gateway directly in Wave. Review collected by and hosted on G2.com.

This company is fraudulent and a scam, and they do not answer the phone. I received two checks through email from America PAC for the Elon Musk petition referral program. Checkbook.io sent the checks.

I deposited the checks via mobile deposit and my bank flagged the checks and shut my account down saying the checks were fraudulent. When I tried to dispute this matter and explained that they are not fraud, Wells Fargo told me they require verification from Checkbook.io to prove the checks were legitimate. I sent over 30 detailed emails as well as attempted to call them. When you call them, it says “no support agents are available. Leave your number and email and someone will get back to you” and nobody ever calls you. I've called over 100 times.

All I needed them to do was call from a verified phone number and tell my bank the checks were legitimate. They couldn’t even do that.

What financial business does not operate using the phone? It makes no sense.

When I finally do get an email back, it isn’t helpful at all, and my support inquiry is closed and marked completed.

My bank is closing my account on 2/4/25 if I can’t get the checks verified by then. My funds are being held by bank, and I will have to have my long awaited checks recalled and then re-issued if I can’t get this done. Review collected by and hosted on G2.com.

It allowed my employer to pay me seamlessly through email. However they will not help you if a bank needs further verification. They do not have a working phone number. Zero Customer service. Review collected by and hosted on G2.com.

One challenge we have is that the message section doesn’t sync properly when using separate internal users. The messages appear as unread even when they’ve already been opened by someone else. Because of this, we currently have to share one internal user account.

Another limitation is that we can’t click directly on a user’s name within a message channel to go to their profile. Instead, we have to copy the name, switch to the CRM, paste it, and manually open the profile — which adds unnecessary steps.

It would also be helpful if the total message count showed the number of channels (users) instead of total messages, and if the counter didn’t stop at 99+ but displayed the actual number.

In addition, several automations don’t seem to work reliably and often fail without showing a clear error. For example, automations involving tag updates frequently fail. Review collected by and hosted on G2.com.

Assembly allows us to communicate efficiently with our users and keep track of their statuses. Having everything in one place helps us stay organized and ensures smoother follow-ups. 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.

What I dislike about Sequence is that while its simplicity is a strength, it can also mean that some advanced users may wish for deeper customization options or more granular controls. A few features feel early in their maturity, and depending on your workflow, you might notice occasional gaps that require workarounds. Integration is generally smooth, but certain edge-case tools or systems may need extra configuration. None of these are deal-breakers, but they’re areas where Sequence could continue to grow as the platform evolves. Review collected by and hosted on G2.com.

Sequence is solving the problem of fragmented, manual, and time-consuming workflow management by centralizing processes into one streamlined platform, which greatly reduces context switching and operational overhead. It helps eliminate scattered documentation, unclear ownership, and inconsistent execution by giving teams a clear, automated, and repeatable structure. For me, this translates into faster onboarding, fewer errors, and more predictable outcomes, along with the peace of mind that everything is running the way it should without constant oversight. Review collected by and hosted on G2.com.