The document automation features are the best. Templates allow teams to generate proposals and pricing documents quickly without repeating manual work. Electronic signature capability allows customers review and sign documents digitally, which significantly speeds up contract completion. Workflow visibility, the platform shows when documents are viewed, reviewed, and signed, helping sales teams track progress. Content library, frequently used sections and pricing blocks can be reused easier across different proposals and documents.
March 16, 2026
The integrations we wanted were hidden behind upsell paywalls or had limited features that didn't work as intended.
March 15, 2026