8.2
Spot Score
Streamline costs and increase efficiency.
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Showing 11-15 out of 25
SC
Sujoy C
02/24/20
Quickest and most reliable tool for creating all kinds of sales contracts
What do you like best? Being able to create contracts within minutes, thanks to templates that are as easy as filling out forms. The support provided by the team has always been super helpful. What do you dislike? We need to create separate workflows for pricing and templates but I guess this could be a pro for others Recommendations to others considering the product: Make sure you discuss use cases with your AE really well What problems are you solving with the product? What ...
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RJ
Ranjith J
02/23/20
Made process so much simpler and faster
What do you like best? Does the job of multiple tools very easily What do you dislike? Minor bugs and need enhanced search ways What problems are you solving with the product? What benefits have you realized? We wanted to go paperless but couldn’t decide on a tool because none ticked all the boxes. The ones that did, needed us to alter our process. We wanted a contract repository with parent-child relationships Parallel and sequential workflows Tracker Templates ...
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SJ
Sambhav J
02/21/20
Never miss a deal by tracking all your contracts
What do you like best? The Kanban-style document tracker along with the Opportunity progress snapshot gives a complete picture of where my deals are. What do you dislike? An audit trail isn’t that great but this wasn't a showstopper for us. At least the comments exchanged in each document are maintained, so there is some history of the conversation in the context of the document and not lost in email. What problems are you solving with the product? What benefits have you realized? ...
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RS
R. Sudhir S
02/21/20
Improve your deal closure by tracking all your contracts without a miss
What do you like best? The Kanban style document tracker along with the Opportunity progress snapshot gives a complete picture of where all my deals are in our pipeline. Huge improvement from earlier when our information was scattered across different systems and applications What do you dislike? Audit trail isn’t that great but this wasn't a showstopper for us. At least the comments exchanged in each document are maintained, so there is some history of the conversation in the context ...
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DA
Deepika Anu S
02/16/20
Very comprehensive
What do you like best? It is extremely comprehensive, and the team behind the document content has actually explored the sales cycle in required depth...most other tools I had explored kept the content very generic and limited in scope. Once we upgraded to the Pro version where I could build workflows - the utility was felt much effectively.... earlier we had been using a complex mix of MS word and MS excel to achieve the same thing - much relieved now! What do you dislike? At first ...
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