HoneyBook vs. Icertis

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

Icertis is a great partner in managing contractual obligations and commitments ! The benefit really comes from the real-time integrations the ICI platform is able to partner with . We are able to save the company time, money, and resources by just knowing what credits are owed in real-time! Before we had the Obligation Management app, the process for tracking SLAs was really clunky and details were often missed. Now, it's a breeze!

Incentivized

• 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

• Contract Creation and Management: Icertis excels at streamlining the contract creation process. It allows users to easily create and manage contracts using pre-approved templates, which can be customized as needed. The platform also includes built-in e-signature capabilities, making it easy for all parties to sign and execute contracts electronically. This has greatly reduced the time and resources needed for contract management, and has enabled our organization to be more efficient in the contract creation process.
• Contract Compliance: Icertis helps organizations stay compliant with regulatory requirements by providing real-time tracking and alerts for contract expiration dates, renewal dates, and other important dates. This feature has been particularly useful for our organization, allowing us to avoid costly contract renewals and stay compliant with legal requirements.
• Analytics and Reporting: Icertis provides powerful analytics and reporting capabilities that allow organizations to gain valuable insights into their contract portfolio. These analytics and reports can be used to identify trends, track performance, and make more informed business decisions. This has been particularly beneficial for our organization, allowing us to better understand the performance of our contracts and make more strategic decisions.

Incentivized

• 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

• Some features are unnecessarily limiting. For example, the inability to delete records or change fields later if it turns out there has been a mistake in how the contract was entered or the term was described. The Icertis form fields are NOT the contract record that is required to be kept. If someone makes an error, they should be able to fix it. The contract itself doesn't change, and that is the business record.
• Too much is built on the assumption that the person requesting the contract is the one with the control or ownership of the contract. It would be better if the person to whom the contract is submitted for review was the owner in the system.
• Not all requests will in fact end with a contract. Sometimes requests are started and the project is abandoned or put on hold for a period of time. More status fields that reflect the reality of contracting would be helpful.

Incentivized

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 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.

Some functionality could be achieved with less clicking, the change management could be done a bit a better for deployments

Incentivized

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

super dependent on how much money you want to pay. The general regular support can usually take around one to two weeks to get an answer and sometimes that issue is fixed but the underlying issue is not addressed even if you call out that it is a repeated issue. It appears that sometimes support is not really trained in how your instance is set up so there can be a bit of back and forth just to be able to get the appropriate support.

Incentivized

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

In our organization, we chose Icertis over Ariba Contracts because of its comprehensive feature set and its advanced contract analytics capabilities. We found that Icertis provided us with more flexibility and customization options, which was important for our organization's specific needs. Additionally, the AI-driven contract insights provided by Icertis have been extremely helpful in helping us optimize business decisions and realize the full potential of our contracts.Another important factor is that Icertis is industry agnostic, while Ariba Contracts has a stronger presence in specific industries. Icertis is more suitable for a wider range of organizations and that's why in our fictional organization we selected it.Overall, both Icertis and Ariba Contracts are powerful contract management software solutions, but Icertis's advanced contract analytics and its flexibility and industry agnostic approach make it a better fit for our fictional organization.

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

• Since implementing the platform, we have seen a significant reduction in the time and resources spent on contract management. This has allowed us to reallocate these resources to other areas of the business, resulting in increased revenue.
• Additionally, Icertis has helped us to improve our entitlement and obligations management, allowing us to better track and manage our contract expiration dates, renewals, and other important dates. This has helped us to avoid costly contract renewals and stay compliant with regulatory requirements, thereby protecting us against noncompliance and penalties.
• The platform's built-in analytics and reporting capabilities have also been valuable in helping us to gain valuable insights into our contract portfolio, allowing us to make more informed business decisions. Additionally, the platform's contract intelligence has helped us to shorten our sales cycles, which has enabled us to close more deals in less time.

Incentivized