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Precisely Review

5

·

Very good

Revainrating 4.5 out of 5  
Rating 
4.5
Sales, Contract Lifecycle Management

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Description of Precisely

Precisely is a digital contracting platform that makes contract management simple, with contract automation, templates, archiving, and more.

Reviews

Global ratings 5
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Type of review

Revainrating 5 out of 5

A fantastic improvement over past crm system i used

I like how quickly we can get quotes back from our suppliers as well their ability to do an audit of all costs involved in your project so you know exactly what things cost before signing off for any large projects or contracts etc! It's not great at getting feedback when problems occur which could be made easier by asking questions during initial sign-up but it does have some really helpful features such has saving multiple versions (to keep track changes). The customer service team are…

Pros
  • Also having access via email notifications allows us remote workers better work experience while also helping manage workload more effectively through automation tools eases job load allowing much greater efficiency across entire organisation including client management side.
Cons
  • Good but not great

Revainrating 5 out of 5

Great option that exceeded expectations

I like how easy it was to use for our agency - there are many different options as far an features go; however we were able to find what fit best with our business needs within minutes of going live! As mentioned above- this could be improved in terms of having all of your files available at once through one system instead of switching back n forth between apps (especially since you can't save/edit contracts while still using another app). We have saved so much time by being able to communicate

Pros
  • Easy access, responsive team who will listen &amp respond quickly., quick implementation
Cons
  • Some little things

Revainrating 4 out of 5

User friendly contract writing platform

I love how easy it is to upload pictures, and customize my proposals. It has been very easy for my clients to read and approve. There are a lot of bells and whistles and features to learn when using this software. After being a freelancer for over 20 years, I have seen many platforms come and go. But Precision Contracting has done an excellent job of staying current by adding new features. This helps new users get started with an intuitive interface that will be easy to use in a day or so. I…

Pros
  • I also like the amount of customization and the options for the proposal to be sent out digitally
Cons
  • I also wish there was a better customer support system or a way to

Revainrating 5 out of 5

Great product and even better Customer Service

The customer support team has been very helpful in getting us set up! They gave me several options for how to organize data but I am currently using their most efficient workflow because it works best for our needs right now (and my coworkers are used too). We have only had one issue so far; they were able fix an error really quickly though we didn't expect them t0 do this - no real complaints here!! This software was exactly what i needed when searching through job boards looking at different…

Pros
  • Easy setup
  • Great search functionality, filters that make sense,
  • Lots o f great information about each profile including linkedin contacts which shows whether candidate is reachable.
  • Has built it resume scanning capability allowing applicant tracking system integration if necessary
  • Very intuitive interface with lots fo quick shortcut features suchas being allowed into certain areas after creating new account without having access before
Cons
  • I don't really have any dislikes about this, everything is just fine

Revainrating 4 out of 5

Tally is a cloud-based business management software that allows you to create, track, and manage contracts and agreements.

It's a great platform to manage contracts and agreements between businesses. The workflow automation has made contract drafting and administration so much faster and more efficient. My biggest problem was trying to figure out how to integrate my app into Precisely. That's where Tally comes in. If you're already familiar with App Connector for TallyHQ, you'll find that it works the exact same way for Precisely. In fact, Precisely offers App Connector integration for Salesforce, QuickBooks…

Pros
  • Great for creating workflows
  • Good integrations with salesforce, quickbooks, zoho, and others
Cons
  • Some of the add-ons cost money.
  • There are some reports that don't allow customization or modification.
  • Overall Rating: