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HoneyBook vs Nintex DocGen for Salesforce: Which is a better fit?

Updated on November 24th, 2024
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Summary
Key features rated by users
Features selected based on 1,587 reviews from Proposal Management users.
% Fit
Not enough reviews
Feature ratings
Quotes/Estimates
4.9
Proposal Generation
4.8
Electronic Signature
4.7
Templates
4.4
Document Management
4.4
% Fit
Missing features
Not enough reviews
Feature ratings
Quotes/Estimates
NA
Proposal Generation
NA
Electronic Signature
--
Templates
4.5
Document Management
--
User satisfaction
4.7
User reviews637
Ease of use
4.6
Functionality
4.6
Value for money
4.6
Customer support
4.7
4.6
User reviews19
Ease of use
4.2
Functionality
4.4
Value for money
4.3
Customer support
4.4
Price starts from
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

Independent business owners including designers, photographers, marketers, freelancers, consultants, florists, caterers, videographers, and many more!

Communications, Education, Financial Services, Government (FedRAMP certified), Healthcare & Life Sciences, Manufacturing, Media, Non-profits, Professional Services, Real Estate, Retail.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-2255121e-1d68-4d4c-3383-08dc00eea3b5
Jane H
Education Consultant
3.0

Jane: Hi, I'm Jane. I have a small company with less than 10 employees and I give Honeybook a 3 out of 5 rating. Before Honeybook, we were linked to HubSpot, which is a large CRM product with a free element attached to it. We looked at and ultimately would have chosen to continue with Honeybook because it was a really good system that had pretty much everything we needed in it for a decent price. However, being based in the UK, Honeybook doesn't support outside of America at the moment, which was a huge blow because I fell in love with it. So the 3 out of 5 is due to them not supporting the UK yet. Otherwise, it would be a 5 out of 5. Getting started with Honeybook was really simple. Again, it follows a lot of the generalized accepted processes that we understand via Microsoft and via Google and kind of webpage design and everything was clear and easy to understand and you could set up a lot of stuff and it would automatically feed into other elements of the program. There was enough flexibility and ability to kind of alter wording and templates, et cetera, without it basically being like you are creating everything from scratch using a system that needs a level of technical knowledge. And it kind of would connect with pretty much any provider as well. So it was really, really useful and really simple to set up. It is a really useful piece of tech. I would play with it all, see what it can do for you in replicating what you're doing currently. I would also really, at the very beginning, think if you are going from just using no CRM or an older version of a CRM and you are moving over to something which a tool like this where effectively it's more than a CRM, it does everything, sit down and sort out your business processes and your paperwork and everything so that setting all that up is really straightforward and you can get people working on it really quickly rather than it being something that drags on for a while, which can happen as a small company.

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HoneyBook

8/32
  • Access Controls/Permissions
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Automatic Formatting
  • Client Portal
  • Collaboration Tools
  • Content Library
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Document Management
  • Document Review
  • Electronic Signature
  • Knowledge Base Management
  • Proposal Generation
  • Quotes/Estimates
  • Reminders
  • RFP Management
  • Templates
  • Version Control
  • Workflow Management
  • Activity Dashboard
  • API
  • Contact Management
  • Contract/License Management
  • CRM
  • Reporting & Statistics
  • Task Management
  • Third-Party Integrations
See All features
Hide Proposal Management Software Features -

Nintex DocGen for Salesforce

Top Features
14/32
Show Proposal Management Software Features +

HoneyBook

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Nintex DocGen for Salesforce

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HoneyBook
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Nintex DocGen for Salesforce
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
HoneyBook
  • By HoneyBook
  • Located in United States
  • Founded in 2013
Nintex DocGen for Salesforce
  • By Nintex
  • Located in United States
  • Founded in 2006
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