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813 Review
37 Karma

Review on ClientSky by Robert Long

Revainrating 5 out of 5

Great Product - Helps with Proposal Generation

The ability to manage proposals in one window is very helpful when it comes time for me or my team member send out quote request/acceptance of offers etc! I wish this was available as an add-on option at some point so that we didn't have make all our changes through the main portal page only once per month (which gets old real quick). We are able solve problems regarding quotes being lost during processing via multiple email exchanges between clients who seem unable t remember what they agreed upon previously from their initial contact / offer acceptance process online. It's easy to use, it's helpful for generating proposals and it saves time. I don't like that there isn't an app for Android. It would be great if there was one available. As of now, all my clients are using this software so we need to use it at work as well. We have been able to save time by being able to generate proposals in minutes instead of hours.

img 1 attached to ClientSky review by Robert Long



Pros
  • Easy access
  • Very efficient with creating new quotations.
  • Can pull up previous quotation requests easily without having them saved into your account already
  • Ability create proposal templates quickly within clientsky itself
Cons
  • Minor Issues