Likelihood to Recommend It can be used to invoice for anyone, so I will always recommend it.
Read full review 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.
Read full review Pros Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter. Easily identify engagements that will be expiring, so we can begin to assemble a renewal. Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place. Read full review 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. Read full review Cons I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier. I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option. I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything. Read full review 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. Read full review Usability 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.
Read full review Support Rating 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.
Read full review Alternatives Considered You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.
Read full review 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.
Read full review Return on Investment We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year. Read full review Our proposals approval ratio increased by 30% since we started using NiftyQuoter. It is slightly more time-consuming than I would have expected. Read full review ScreenShots