# Recapped Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Recapped the right Sales Enablement solution for you? Explore 48 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/180049/Recapped-io/reviews --- Recapped 4.2 (48) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Recapped Ease of use 4.4 Customer Service 4.3 ## Showing most helpful reviews Showing 1-25 of 48 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chris F. CEO Marketing and Advertising Used the software for: Less than 6 months ### "Best purchase!" February 8, 2019 5.0 I have to tell you that this is one of the best things we have ever bought. Our clients love the fact that we have all of their resources in one place. It's so easy for our clients to use and it looks cool branded in our logos and colors. The support has been as well. Pros I love the fact that we can use our domain and its all branded with our logo and colors. Plus how easy it is for our clients to use. Cons I really don't have anything that I like least. They have truly thought of everything. Review Source Response from Recapped February 12, 2019 We're glad to hear that you're really enjoying Recapped, Chris! Please let us know if there is anything we can do to help or make the experience better. Imran A. Managing Director Computer Software Used the software for: 6-12 months ### "Value for money" January 29, 2019 5.0 Really easy to use , helped us organise Pros Easy of use , My team is always on the same page Cons Should have a payment options for clients to accept and pay , like linking with PayPal etc Review Source PP Peter P. Founder Education Management Used the software for: Less than 6 months ### "Average, But Serviceable Proposal and Client Tracking Tool" February 9, 2019 3.0 The live chat is responsive the one time I used it so far, but it's not 24/7. They only answered me for a few seconds, then said it was late for them and would have to resume the next day. It's not terrible, but they didn't really resolve my issues that night. Pros I like how it's an all-in-old tool that deals with proposals, pricing tables, and task management for clients. It's a basic Word style editor, which is pretty familiar for me and most people. Overall, the UI is intuitive, though there were a few quirks. I didn't need much training to figure out how to use the tool. For what it promises to do -- proposals, pricing, and task management -- it delivers, but at a basic level. Cons The email invites don't send (even after hours) to certain email addresses. It seems like business addresses aren't receiving my proposals, but stuff like aol, gmail, etc. are receiving them fine. Inserting hyperlinks don't actually make the links clickable. This may be a bug. Inserting extra content blocks for links also sometimes lags and lags, so the link never resolves. When it does resolve, it may sometimes pull the wrong metadata descriptions from the webpage too. I wish there were more design features to make the proposals look more beautiful. Also, the pricing features are extremely limited. They need to allow for multiple pricing options, such as allowing the client to choose various packages, hourly rates, etc. Not just X service = Y price, and that's it. I also don't like how the software adds up all the costs because if you are laying out the different package options, they aren't going to buy ALL packages, yet the totaled price Recap uses includes everything. Review Source Response from Recapped February 11, 2019 Hey Peter, sorry about those issues. I'm looking into them personally. Historically our deliverability rates are over 99%, so I'm not sure why they wouldn't receive the emails. Brad T. Founder Telecommunications Used the software for: 6-12 months ### "Very good proposal software, looking forward to more features" January 29, 2019 5.0 I've gotten my first payment for our project already. I can see this tool becoming invaluable over time, even for the small part of the workflow it has helped improve. I look forward to seeing how it evolves over time. Pros Having a dedicated tool that lets me focus my communication with clients is crucial, and I like the way that the page is laid out in a clear and consistent manner. The ability to get feedback and communicate in real time with clients here is great. Cons One client of mine had issues accessing the site using Internet Explorer. I didn't really dig into it as he was able to access it using Chrome (what I would have recommended), but since I only have a mac, I couldn't replicate his issue. According to him, all he saw was a blank screen in IE. I'm also looking forward to getting more features from the roadmap. Review Source Response from Recapped January 30, 2019 Congrats on the first payment! Happy to have helped, please let us know if you have any questions. Jayme A. CEO Marketing and Advertising Used the software for: Less than 6 months ### "Recapped.io = Intuitive and user friendly" February 1, 2019 4.0 Overall, I have been happy with recapped.io. I think at this price, its an absolute steal. I am happy to use it and my clients all like how simple and easy to use the software is! Pros Recapped.io was my choice after moving from a more complicated software that left my clients and I wishing for something a little more user friendly. I love that this program has all the major features I want without being bloated with useless features or overly complicated menus. The ease of use for my clients and I is definitely the biggest selling point. Cons The software is new, so it does not have every integration you could want. The team there is very supportive and is working hard to make sure that the user base's needs are met. I have full faith that they will roll out more useful features and integrations in the near future! Review Source Mario A. Director of Network Engineering Internet Used the software for: 6-12 months ### "Easy to use proposal delivery software" February 8, 2019 5.0 Pros Very easy to create the proposals and deliver them to clients. We have been using Google Docs for years and this simplified the process. Cons The LinkedIn login was kind of a turn off. I understand the premise behind easy logins having built a TON of applications that use social authentication but that being said I also am well aware of how easy it is to implement alternative logins. Not a deal breaker. Review Source Matt M. Director of Sales Events Services Used the software for: I used a free trial ### "evaluating usefulness for my group specifically" January 29, 2019 4.0 i've been in it twice. Customer Service (mark) has been over the top responsive. Month to month at that price point, at our infant stage of standing up the sales process, deters me from mentioning it in the quarterly spend, however gives me a chance to use it personally to vet then launch w/ sales team. Pros it exists. meaning reps do need a way to professional and quickly recap their conversations and get analytics on the next steps. Cons we have a growing tech stack. as sales director in a professional services firm there are a lot of tools and hands during a customer journey. we're still exploring our tech stack and where recapped fits in in best practices. so for the price, evaluating the tool and getting sales people to use. it's more of a function of defining our sales process cadence vs. recapped specifically. Review Source Athena E. Manager, Risk Benefits & Leave Management E-Learning Used the software for: 6-12 months ### "Recapped.io everything I needed and more" January 30, 2019 5.0 They took the time to walk me through the program and answer my questions personally. No trying to wade through tutorials and trying to figure it out on my own. Made it easy to use. Pros The ease of use (and resuse) of contracts and now being able to capture payments as well. Cons At this point, can't think of a darn thing. Review Source Goldie R. CEO Marketing and Advertising Used the software for: 6-12 months ### "Great tool to keep communications clear" February 5, 2019 5.0 It's really helpful in keeping the communication channels clear with my clients. They send a text, I say put it in the recap, the send an email, I say put it in the recap. Pros Very easy to use, my clients were able to use it immediately Cons Didn't log me in automatically. Had to add my email again when adding a comment Review Source Harj G. National Director Professional Training & Coaching Used the software for: Less than 6 months ### "Must have for any business that conducts 1-on-1 Sales" February 5, 2019 4.0 Pros Incredibly intuitive and easy to use. Customer support is incredible. Cons Some features are still in development phase but nothing that will stop you from using the platform. In fact, the road mapped features will simply ADD value to what they already offer. Review Source Response from Recapped February 11, 2019 Thanks Harj! VR Verified Reviewer CEO Information Technology and Services Used the software for: Less than 6 months ### "Impress your customers without any effort!" February 4, 2019 4.0 I love Recapped because I can generate an awesome-looking proposal in minutes and when my customers see the proposal, they already feel I mean business. 20% sale is already through. It will be perfect to have the option to send the proposal from my domain email. Pros Ease of use; Drag and drop objects to plan a proposal; option to add check marks for my customers so they agree or disagree; Cons Not able to use my email, but I believe they plan to add it soon. Review Source Response from Recapped February 26, 2019 Thanks for the support and feedback! You're absolutely right that proposals shouldn't take forever to put together. Glad to hear you're sending them out quickly and winning deals. We are in fact adding the ability to send emails from your domain shortly, do you mind contacting help@recapped.io? The team would love to get your feedback on custom domain emails to make sure it's perfect. VR Verified Reviewer Program Comittee - Berlin 2019 Media Production Used the software for: Less than 6 months ### "Recapped to stay in touch" February 8, 2019 4.0 Pros Makes it easy to stay on top of the key items that you need to work on with your clients. Cons I would've liked a skillshare or similar type of course to figure out how to fully leverage ReCapped Review Source Alex C. Designer Design Used the software for: Less than 6 months ### "Great for freelancers" January 29, 2019 5.0 Pros Easy to add new projects Keeps everything organized Client collaboration Cons It's still a simple tool, but would love more advanced features like billing and expense tracking Review Source Meliza Zaneta S. Chief Marketing Strategist, Founder Marketing and Advertising Used the software for: Less than 6 months ### "Loving it so far!" January 29, 2019 4.0 Pros What I like most about this proposal tool is being able to assign responsible parties to a certain task or milestone. It's also easy to use and drag and drop certain sections of a proposal. I also like their responsive CS team. Cons While the feature (adding other currencies) I asked was already deployed, I am still unable to use it because I would want to assign different currencies per project proposal, not as centralized setting. I hope this can be done in the near future. Review Source AL Alexx L. COO Financial Services Used the software for: Less than 6 months ### "Streamlines Sales" February 8, 2019 5.0 Pros It's easy to use. I love the idea. It streamlines the sales/onboarding process which is a common problem area in so many companies. Thank you for building this. Cons This may be a feature and I haven't figured it out yet. But I'd really like it if we could upload our contracts and use E-signature through recap to allow our customers to sign as easily as possible. Review Source Response from Recapped February 11, 2019 Hey Alexx, thanks for the great feedback! If you're using another vendor for e-signatures, you can add them to the recap by adding a "link block" (under "add content" when creating a recap). Just insert the link to the e-signature page and it will be added. VR Verified Reviewer CEO Marketing and Advertising Used the software for: Less than 6 months ### "Great client tool" February 1, 2019 5.0 Pros I like how easy it is to organize client materials Cons No real complaints, it does what it says it does. Review Source VR Verified Reviewer Commercial Director Design Used the software for: Less than 6 months ### "Good idea, lots of potential, but poor support and slow updates." January 29, 2019 2.0 Very poor support. Issues have never been addressed despite promises made. Very slow to respond to issues. It's been 3 weeks and still no response to my latest issue. Pros I like the idea of it's simplicity but the execution need a LOT of work. They keep saying they are working on it but months later nothing new, so I'm stuck with a product that's not up to par. Cons Poor support and very slow updates. Interface can be very messy. No search function, no user management function. Can't login on mobile because text covers login button. Very amateur coding issues that could be fixed instantly but nothing is being done. Looks like they've abandoned the project. I would advise any potential buyers to hold off purchasing until they show that they are serious about producing a quality product. Right now it really seems like a bedroom project. Review Source VR Verified Reviewer Learning and Organizational Development Manager Education Management Used the software for: 6-12 months ### "Great Idea - Not Working as Intended" February 1, 2019 3.0 I enjoyed setting it up and getting organized. However, I ended up realizing that I was trying so hard to make it work. Also, my clients were frustrated. Pros I love how easy it was to log in and use the system. Cons The system has the bones of a great resources for me and my clients to work collaboratively. However, there are so many features that look like they work as should but dont. I tried my best to make it work, but I ended up stopping it's use and going back to my shared google docs. One main function that is so frustrating is that you cannot delete comments, or edit them. So weird, especially if you make a mistake on a comment to an action item. Review Source Response from Recapped February 5, 2019 I'm sorry to hear that you've been having issues with the software. We added the functionality to delete comments over a month ago, as well as some other features. Would you like to have a Customer Support rep walk you through and show you how this can be done? VR Verified Reviewer Regional Sales Manager Consumer Goods Used the software for: Less than 6 months ### "Recapped Review" February 4, 2019 4.0 I definitely appreciate the personal touch/care with customer service Pros Its serving its purpose of being able to keep everything in one spot... I like that you can attach documents and I like having a checklist Cons Wish it would be live with edits as opposed to having to refresh the page to see them (i.e. live like a google sheets doc would be). Also- if we're constantly adding the same person to be invited onto all our recappeds.... I wish there was a way to just click their name/have a favorites invite tab Review Source Response from Recapped February 5, 2019 Thanks for the feedback! We actually are working on making everything "live" (like a Google Doc). Keep a look out for the updates in the future VR Verified Reviewer Vice President Marketing and Advertising Used the software for: 6-12 months ### "I guess I didn't really need it." February 8, 2019 4.0 Meh. Pros I don't know that I have any. I've used it a handful of times but stopped trying to integrate it into my day-to-day after some headaches setting it up and not getting responses on questions. Cons Difficult to configure, key info missing. When I started with this software last summer there was no info about what size logo to upload and no matter what I uploaded it would stretch the logo out of proportion. I finally had my question about this answered about six weeks after sending it. It looks like they have since updated the settings page with info about logo size, but by then I had moved on to something else. Review Source VR Verified Reviewer Consulting Manager Information Technology and Services Used the software for: 6-12 months ### "Mediocre for our needs " January 29, 2019 3.0 I think if we had simpler proposals to share and our clients weren’t on mobile, this might be a more attractive solution. Pros Most anything cloud based that works well is great and Recapped is that for sure. It’s easy to access, share proposals, and get feedback. Cons We are an IT Services business and our proposals can be complex. Recapped has some flexibility, but a spreadsheet works better for our more complex proposals. Also viewing the site from a mobile browser is kinda clunky. Desktop browser for best results. Review Source VR Verified Reviewer Partner Relationship Manager Consumer Goods Used the software for: Less than 6 months ### "Great collaboration tool" January 29, 2019 5.0 Pros I love that I can add people from multiple organizations to the same dashboard and assign clear, time bound tasks to those collaborating on a project. It allows us to share and upload various documents for all to see and hold each other accountable for tasks. Cons The dashboard can get cluttered if you use this for multiple projects at once, but they're apparently working on a way to easily organize multiple projects at once. Review Source VR Verified Reviewer Co-Founder at ArtHunter Agency Marketing and Advertising Used the software for: Less than 6 months ### "Simple and very functional" January 30, 2019 4.0 With Recapped.io I have managed to centralize all my clients in one place in a simple and fast way Pros Ease of use for me and my clients. Very complete and that I can save templates helps me saving time. Cons I hope they'll soon incorporate a payment gateway. Also, the chat section has several uncomfortable faults such as not being able to write texts in long paragraphs. Review Source Evan H. Regional Sales Manager Consumer Goods Used the software for: Less than 6 months ### "FilterEasy Evan Review " February 1, 2019 4.0 Failure to launch with partners who don't successfully do the assigned tasks without constant supervision Pros Simplicity and Reminders. Ability to assign direct tasks to direct party responsible. Cons Not much, would like integrations with SF and Outreach so it can be added to our workflow. Review Source Andrew S. Director of Sales Consumer Goods Used the software for: Less than 6 months ### "B2B sales teams need this " February 5, 2019 5.0 Pros Clean and zero-friction experience for the client. Facilitates a mutual action plan and keeps everyone focused on what’s next. Cons Originally there were a couple key functions missing but the recapped team has been quick to update. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.