HoneyBook vs. NiftyQuoter

I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.

Incentivized

NiftyQuoter is so simple to use that when we have a new employee it is not difficult to train them ow to creat quotes. I also think that most customers appreciate the ease of navigating in NiftyQuoter. If you are pumping out between 25-50 quotes per week it is super easy to track them all as well.

Incentivized

• HoneyBook offers incredible resources to train users how to best use their system. It's informative and eye-opening to watch one of their training sessions.
• I love how easy HoneyBook makes it to create highly professional materials that are beautiful. Its brochures and selling materials are stellar and I'm able to streamline the process without feeling like I actually have to sell my capabilities.
• I'm thrilled with the billing system and how simple it is to automate. I love that I can see how my customers have engaged with the bills.
• The app helps me feel connected to my leads and data while I'm away from my computer.

Incentivized

• Is easy to create new proposals with templates, themes & modules based approach.
• It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with.
• Provides good integration with many other apps, which help us save time.

Incentivized

• The online scheduling tool does not work with different time zones very well. It doesn't automatically adjust to my clients' timezones and it doesn't even have many international time zones as an option! I had 3 clients in a row schedule meetings at the wrong time when I first started using HoneyBook's scheduler. I had to switch to Calendly because HoneyBook's scheduling tool was causing me to lose business.
• The transaction fees for instant deposits are expensive.
• [I believe} many of the features on HoneyBook are half-baked. It's marketed as an all-in-one business management platform, but I'm still using Calendly, Google Drive, Typeform, Clockify, and ClickUp because HoneyBook's equivalent features aren't as sophisticated or as easy to use.
• The notes section for client projects does not have much space or allow for any custom formatting such as hyperlinks, bold text, highlighted text, etc. Tools such as Teamwork, Pipedrive, Asana, and ClickUp do a much better job at displaying this type of information.

Incentivized

• I personally wish there was a function to switch from a military time to a regular time like most people would use.
• I think that it could be more clear to the client as to where they need to go to accept the quote. Often times I will get calls saying they do not see an accept the quote option available.
• NiftyQuoter has a hard time for some reason remembering your password. It seems most of the time I have to manually type my email and password in and I wish it would just remember that for me.

Incentivized

Since I do not use ALL the functionality in HoneyBook, I have wondered if the plan I am on is too much. That is why I rated a 9 rather than 10. I have definitely considered downgrading but not leaving HoneyBook.

This is now a copy-paste response since this platform is asking me to answer every single question. It is such a negative experience with Honeybook that they even upset me while I'm trying to warn others of all the horrible pitfalls in working with the platform.

This Software is so easy to use we can typically train people on how to use the basics within an hour or two. Some of the more unique features will take longer but all in all, it is super user-friendly and I have heard very little otherwise from our team. I will say for me personally it is a truly great software that makes my work way easier than it would be without it.

Incentivized

They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.

Incentivized

Anytime we have had any issues there team is very quick to respond and helo us through any issues that may arise. This is quite unique as much other software that we use if we end up needing assistance we either have to wait days/weeks for an answer or we outright get no answers from them.

Incentivized

Honeybook and Dubsado have a lot of similarities. I'd say the only big difference is that Dubsado still has more advanced workflow capabilities. Dubsado also is much harder to set up. Honeybook is simpler and easier to use right from the start.

Incentivized

We used QuoteRoller and PandaDoc for some time before moving to NiftyQuoter. The difference in results, interface intuitiveness, and time saved was what made NiftyQuoter stick.

Incentivized

• HoneyBook was very cost effective which was great for ROI!
• HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
• HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.

Incentivized

• Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
• It is slightly more time-consuming than I would have expected.

Incentivized