ContractWorks, An Onit Product vs. HoneyBook

[A] user-friendly platform that allows multiple users to store and organize documents across various departments within the company for easy access. [A] tagging feature is a helpful tool in sending reminders for upcoming renewals, etc.

I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.

Incentivized

• Managing renewals[.]
• Managing timed fee increases[.]
• Easy storing and retrieval of contracts[.]
• Manage roles to determine who sees what. Very granular.
• [The] signature process is quite powerful, and because it's integrated comes with management.

• Sending sales proposals + contracts with custom payment schedules.
• Automatic email reminders when clients have opened proposals, signed, and payed. HoneyBook even sends automated email reminders when clients haven't opened the email, reminding me to follow up.
• A very easy-to-use dashboard with templates for invoices, contracts, questionnaires, emails, and more.
• A place to see my sales pipeline with all of my clients, projects, and progress statuses in one place.
• All of my branding automatically integrated into everything that I send.

Incentivized

• E-sign: Transferring of signatures would be ideal or the loading of a personal signature into the e-sign field rather than a generic signature being populated.
• AI: The tagging does not pick up things nor does the software really learn what you want it to. There is a fair bit of manual data entry that has to be done.

• The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
• HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.

Incentivized

Current Supply Chain users find great value in ContractWorks. We've been able to demonstrate a better, faster, efficient, cost effective way to solve document and data requirements. ContractWorks is gaining greater interest and acceptance across the Enterprise.

Since I do not use ALL the functionality in HoneyBook, I have wondered if the plan I am on is too much. That is why I rated a 9 rather than 10. I have definitely considered downgrading but not leaving HoneyBook.

This is a highly approachable product, even for users who are not quick to learn or who have only a basic mastery of basic software applications. If you find that you have members in your organization who have struggled to adapt to a working-from-home model, you may find that this product creates a simple point of entry for them. It is similar in interface to products they have used before and includes generous, high-quality support.

Incentivized

This is now a copy-paste response since this platform is asking me to answer every single question. It is such a negative experience with Honeybook that they even upset me while I'm trying to warn others of all the horrible pitfalls in working with the platform.

I've never heard that we've had an outage or error and I 'm in ContractWorks days, evenings and weekends.

We haven't integrated ContractWorks with other systems. Otherwise, reasonably sized documents load fairly quickly and reports extract quickly. I work remotely sometimes it takes an extra minute

I have been offered to review a solution on Zoom by [support manager] and offered on the spot a better way to do things. Have been very pleased with their seminars, their response, their courtesy.

They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.

Incentivized

Read my points before. Cost, features, ease of use.

Honeybook and Dubsado have a lot of similarities. I'd say the only big difference is that Dubsado still has more advanced workflow capabilities. Dubsado also is much harder to set up. Honeybook is simpler and easier to use right from the start.

Incentivized

Tasked with finding a cost conscious Contract Management platform, we knew change and acceptance across the Enterprise would come slow. Using ContractWorks means not overspending in initial months with fewer users. As our core group becomes more proficient and we demonstrate/prove ease of use to other departments with scale up use and cost together

• Complete elimination of paper-based review process.
• Greatly enhanced search capability for legacy documents.
• Enhanced satisfaction among contract reviewers, ease of use.

Incentivized

• HoneyBook has increased my efficiency, particularly when it comes to billing. I wanted to make it easier for myself to bill and HoneyBook has made it a breeze to automate my system.
• I love the forms HoneyBook provides, which fit seamlessly with my website. It makes lead generation easy, and automation has been a dream come true for my efficiency.
• HoneyBook has given me the ability to quickly follow up with professional materials that I wouldn't have had printed to hand out to potential customers. I love the digital capabilities and simplicity of the system, which has been worth the investment.

Incentivized