What do you like best?
The proposals help you to stand out from the crowd. It's different than just getting an itemized invoice. The product has already helped close several thousand dollars of business in just a few months. At $39 per month, the product has already paid itself off many times over. You don't have the functionality with an itemized estimate from Quickbooks that you do with this product.
What do you dislike?
The font sizes and paragraph formatting keep changing at random. Always having to click at the top of a section to edit that section, rather than in the section to get access, is annoying. Only being able to add custom merge fields at the template level, rather than on the actual proposal you are editing, is not very functional. I should be able to add custom merge fields as needed, rather than having to go back and add them at the level of the template.
Recommendations to others considering the product
Have all of the Line Items for the Itemized Invoice ready to go. Only copy and paste text from a text editor. The main interface continually changes font sizes and paragraph formatting at random.
What business problems are you solving with the product? What benefits have you realized?
The product pays for itself over and over again with every accepted proposal. The ROI is very high. We can continually stand out from the crowd by using this product. Most people just send a Quickbooks invoice or estimate. Also, the ability to analyze what people are looking at, for what length of time and how many times shows where there may be problems or strengths. The numbers don't lie.