Ignition vs. NiftyQuoter

PI is we suited for CPAs or attorneys who use value pricing and who want to completely eliminate A/R from their books.

Incentivized

NiftyQuoter is so simple to use that when we have a new employee it is not difficult to train them ow to creat quotes. I also think that most customers appreciate the ease of navigating in NiftyQuoter. If you are pumping out between 25-50 quotes per week it is super easy to track them all as well.

Incentivized

• Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter.
• Easily identify engagements that will be expiring, so we can begin to assemble a renewal.
• Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place.

Incentivized

• Creating of quotes is super easy and very user friendly.
• Having all of our teams able to view and edit the quote as needed.
• Being able to track when a client has viewed or downloaded the quote is an essential part of our business and NiftyQuoter does and excellent job of this.

Incentivized

• I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
• I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
• I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.

Incentivized

• Designing new templates is somehow difficult.
• The user interface could be more intuitive and visually appealing.
• Lacks a way to organize (grouping for example) sent proposals.

Incentivized

This Software is so easy to use we can typically train people on how to use the basics within an hour or two. Some of the more unique features will take longer but all in all, it is super user-friendly and I have heard very little otherwise from our team. I will say for me personally it is a truly great software that makes my work way easier than it would be without it.

Incentivized

Anytime we have had any issues there team is very quick to respond and helo us through any issues that may arise. This is quite unique as much other software that we use if we end up needing assistance we either have to wait days/weeks for an answer or we outright get no answers from them.

Incentivized

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

Incentivized

NiftyQuoter (as I said above) is vastly superior in creating, tracking, and ease of approving quotes.

Incentivized

• It has made our workflow 100% faster. We can send out a proposal within hours of receiving the lead. This is all because of the saved service libraries.
• We don't really have to worry about collections from clients. We can set proposals for auto payment and require payment on signature.

Incentivized

• Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
• It is slightly more time-consuming than I would have expected.

Incentivized