HoneyBook vs. Ironclad

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

I think it worked realllly well at my previous company where we used it for a very simple form that just required one simple signature from both sides- this was a form used to record custom pricing/discounts for a product that typically was not discounted. In my current role, there are many more required fields on the form/contract, and can be multiple levels of approvals on one side, and then possibly multiple levels of approvals/signatures on the other side. I've never used another solution in the exact same way (like DocuSign) to be able to compare experiences, but on Ironclad, understanding where I am in the completion process can be confusing. Within the app, I wish it was more of just a checklist or schedule of what needs to happen, but it's not written out that clearly. Lastly, there is something wrong with our notifications (I'm not sure if this is specific to my company's settings)- I frequently get 'contract completed' or 'contract signed' email notifications even if that hasn't occurred. They seem to correlate with updating the form or refreshing the sync from SFDC.

• 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

• Ironclad is extremely easy to use, without providing much specific direction to new users.
• It's wonderful to be able to capture the progress of contracts and requests as well as the notes regarding the status.
• It's easy to tag another colleague into a workflow for their input and approvals as necessary.

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

• Interface is suboptimal
• It has to be easier to set up new documents and fields. I had to hire a consultant to do the work because it's simply not easy or intuitive
• AI capability is suboptimal. Often, suggested text has nothing to do with the topic being indexed

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.

I think it does all the things I need, and it can be simple to use, but it can also be confusing and not intuitive the more functionality you take advantage of. I am especially frustrated by false "form completed" notifications that I receive not only when forms have actually been completed, but also when they've been refreshed from SFDC or otherwise updated.

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

I haven't used the support services for IronClad, but I understand from our legal team, the support is very good, they have replied and provide solutions quickly and effectively. I have used the documentation and support pages which are very complete and which have been updated given the user interface updates.

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

IronClad is a comprehensive platform that allows legal teams, cross functional teams and approvers to keep track of the suggestions and changes made to legal agreements. It keeps everything in a single place, however it lacks the simplicity and practicality of DocuSign throughout the signing process, so we usually have to use both platforms to complete a legal workforce

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

• Increased employee efficiency.
• Easily supervised contract application status.
• Easily managed active/inactive contracts.

Incentivized