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.
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.
... and just in general... software is going to loose to saas. It is just more convenient to use web based apps.