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The ease of which it is to use and located templates that are applicable.
What do you dislike?
In the beginning did not find it to be user friendly that all changed when they reached out to me to offer help.
Recommendations to others considering the product:
Don't be afraid to ask for HELP - Great Customer Service and follow-up too.
What problems are you solving with the product? What benefits have you realized?
Mostly HR related so far, such as write ups, termination, evaluations.
2018-12-04
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2022-10-27
I liked the idea that I can modify a…
I liked the idea that I can modify a document with ease, but the yearly rate for educators is too much. I probably would have continued if I was given a reasonable monthly option. I do have a few subscriptions that I keep on a monthly option. So, keep that on mind when you are working with teachers.
2025-05-14
Copy Pattern Feature in Deal
Introducing the Copy Pattern feature, designed to streamline your deal-making process. With this feature, you can replicate successful deal patterns quickly, allowing you to focus on closing more sales.
Key Features
Easily copy existing deal structures
Customize copied patterns to fit new opportunities
Save time by reducing repetitive tasks
Increase accuracy in deal configuration
Potential Use Cases and Benefits
Ideal for sales teams managing multiple similar deals
Useful for businesses looking to standardize deal proposals
Helps track and analyze successful deal components
Enables faster onboarding for new sales team members
The Copy Pattern feature directly addresses the challenge of replicating successful deals. By allowing you to copy and adjust existing patterns, it minimizes errors and saves valuable time. This way, you can focus on building relationships with clients, expanding your network, and ultimately driving more revenue.
#1 usability according to G2
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