March 03, 2020
Score 9 out of 10
We use it for many things but mainly to create online agreements that can easily be signed electronically by our clients, as well as invoicing. Once we got a handle on the platform, we started to integrate it more onto our website like lead capture forms which help automate our sign-up and price inquiry process. For example, someone completes a website quote form on our form, we program it to automatically send them our online questionnaire so we can then provide a direct quote. We do this for different services. We also use it for time tracking for clients who need hourly work done.
Read Marli Espinales's full review
I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.