Just released and really need your feedback. UI, Usability, how useful is it. Much Aloha!
-Welcome page is confusing. What am I supposed to do? I just glazed over the explanatory image with the callouts -- it has all the information on the dashboard plus more in the callouts, and everything is the same size.
-The profile page needs to be reworked. Everything is in the wrong order.
-I don't like being forced to add e-mail addresses for the company I am quoting. Are you going to send them an e-mail? It's not clear.
-When I saved the new company and came back, the Project Name field had been cleared.
-The review section is actually a very important section to fill out and should be renamed. At the least, if you want it to be treated as a review, you need to preview the whole proposal on one page instead of showing one section at a time.
-Your default text in the overview should fill in the names of my company and the company I'm quoting.
-Generate PDF has some character issues. The emdashes in your default text come out as –.
-Generate PDF is confusing…if I check the box and then hit send, is it going to generate a PDF and also e-mail it?
-I see the e-mail body has some form fields. Give us a way to preview those. If I make a mistake the e-mail is going to say ::client name:, etc., but I won't know until it's too late. Also, what is the e-mail from: field going to look like? Update: just sent and received my test, and it comes from "Quote Roller Team." You have to change that.
... and just in general... software is going to loose to saas. It is just more convenient to use web based apps.
As a business owner, this product solves two needs: 1) saves lots of time and 2) ensures that salespeople can assemble good looking proposals.
Do you have example proposals on the website? I want to see what this generates without creating a free account and doing a bunch of work myself.