Scratchpad + Workflow = Efficiency
February 22, 2022

Scratchpad + Workflow = Efficiency

Richard Rojas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Scratchpad

We currently use Scratchpad on my sales team. It has helped tremendously create a more consistent workflow. The first and most apparent use case for Scratchpad is within Opportunity Hygiene. I love the fact that I can manage all of my opportunities on one screen and add the fields that work best for me while still complying with our rev ops/Salesforce requirements. It keeps everything clean and allows for an easy way to keep my notes together.


  • Opportunity Hygiene
  • Linking notes to opportunities/contacts
  • Allows me to create tasks to complete and know what is on my calendar


  • Integration with other apps is still developing
  • Everything is customizable which can be overwhelming if you aren't a process person
  • Takes time to incorporate it into your routine
Scratchpad customizations stay within the margins of rules set by our organization. We didn't do a deep dive of Dooly and can mainly speak to the quality and effectiveness within Scratchpad. Currently, my entire team of 10 reps is using it, and we all have found usefulness. Scratchpad has a cleaner look.

Do you think Scratchpad delivers good value for the price?


Are you happy with Scratchpad's feature set?


Did Scratchpad live up to sales and marketing promises?


Did implementation of Scratchpad go as expected?

I wasn't involved with the implementation phase

Would you buy Scratchpad again?


I think the best department for using Scratchpad would be sales for both new business and renewals. I think there are definitely ways to expand outside of these two, but the majority of the sales org would benefit from something like this. It saves reps time and makes work more efficient.

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