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by michaeldhopkins 5561 days ago
I tried it and I think this needs a lot more work. Overall, this does not feel like it "just works." I realize you are still adding new features, though. You also need to have an English native write your default text. A few nitpicks follow...

-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.

1 comments

Michael, I really appreciate your feedback. You pointed out issues that surely should be addressed. Actually we got half of your items in our bug tracking list. Again, thank you so much for your feedback. It is great and straight to the point. Would you mind to elaborate on profile page? Thanks
The fields in the profile page (name, address, city etc) are all out of order. Check out profile pages in some popular apps to see how this should flow. Glad to help.