# XaitCPQ Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about XaitCPQ Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more.

Source: https://www.capterra.com/p/219978/XaitCPQ

---

# 

 XaitCPQ Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

XaitCPQ

## What is XaitCPQ?

Tired of quote errors and delays that block revenue? Meet XaitCPQ; the specialist solution for quoting complex projects, products and services. Automate pricing; avoid errors and margin erosion. Calculate and manage project risk. Collaborate with experts, suppliers and prospects and win more deals, faster. Be it large projects across multiple locations, or global users with language and price localization, XaitCPQ’s powerful and flexible rules engine means no situation is too large or complex. Read more: https://www.xait.com/xaitcpq

## What is XaitCPQ used for?

[Quoting](https://www.capterra.com/quoting-software/)[CPQ](https://www.capterra.com/cpq-software/)[Product Configurator](https://www.capterra.com/product-configurator-software/)

Top alternative

Featured

Overall rating

Based on 15 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

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Do you work for XaitCPQ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.xait.com&name=XaitCPQ)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### XaitCPQ

4.7 (15)

VS.

[4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

Contact vendor

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (15)

Ease Of Use

4.6 (1,380)

Value For Money

4.6 (13)

Value For Money

4.4 (1,184)

Customer Service

4.5 (14)

Customer Service

4.6 (1,333)

## XaitCPQ alternatives

[4.6 (416)](https://www.capterra.com/p/153475/FieldPulse/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/)

Starting price

$78.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (3,278)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.5 (1,243)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/219978/XaitCPQ/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Quotes/Estimates

4.4 (5)

20.00% of 5 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Proposal Generation

4.8 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Create proposals based on costs of labor and materials

Price/Margin Management

4.3 (3)

0.00% of 3 reviewers that rated this feature as important or highly important

Track and manage the profit margin between the cost of a product and its selling price.

Pricing and Cost Calculations

5.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Calculate rule-based prices for a product/service

Activity Dashboard

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Billing & Invoicing

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

XaitCPQ 67 features

Drawing and modeling designs within 2D flat dimensions

Store and manage 3D digital assets

Representation of any object in 3D

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

A record of all activities within the system, including user access, changes made, etc.

Generate rule-based quotes for clients automatically

Create, manage, and send invoices or bills to customers

Material list of manufacturing parts and associated costs

Create and manage digital catalog of products/services with their details, specifications, and price

Private online space that lets businesses securely share documents and provide information access to clients

Identify component attributes like servers, hardware, software, and manage relationships across all services

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Access previous interactions or concerns to maintain customer relationships

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Pre-designed layouts that can be customized to match preferences and requirements

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Graphical representation of data

Track products that are for sale at a reduced price or part of coupon promotions

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Digitally sign online documents

Integrate with existing ERP systems

Estimate expected cost based on various factors before a project begins

For use by customers

Usage of documents or items within a specific organization

Form predictions based on past and present data/trends

A process designed for sellers to guide them through the entire selling process

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and handle various international currencies

An online catalog of inventory that customers can view

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Manage and track customer orders for goods, investments, or any other purchases

Send / receive, process, and execute orders

Calculate rule-based prices for a product/service

Track and manage the profit margin between the cost of a product and its selling price.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Present a catalog of inventory that customers can view

Customize the specifications of a finished product to meet the particular needs of a customer

Capture, organize and track product-specific data and information in a centralized location

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Receive data and information in real time

Visualize products in real time, as they are configured

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Configure products according to pre-defined rules and/or constraints

It is a logic or a condition that executes business rules in a runtime production environment

Automate processes to manage leads, contacts, opportunities and sales activities

An order generated by a seller to a customer, containing details about products or services

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Online portal through which end users can access the system, manage tasks, or obtain information

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Configuration of custom product parts by using 2D &3D visualizations

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.5 (15)

4.5

Based on 15 reviews

## Pricing

Value for money

4.6 (13)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.6 (13)

4.6

Based on 13 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Vertex](https://www.capterra.com/p/160387/Vertex-SMB/)[

Oracle CRM On Demand](https://www.capterra.com/p/119990/CRM-On-Demand-Marketing/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (14)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (14)

4.5

Based on 14 reviews

## User reviews

Overall rating

4.7

Based on 15 reviews

Filter by rating

5(11)

4(3)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

NM

Nicole M.

Sales Enablement Consultant

Electrical/Electronic Manufacturing

### "Great solution for fast-moving companies with complex product offerings"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

June 26, 2025

XaitCPQ is easy to implement and maintain - it's a great solution for complex product lines with a lot of rules to manage and for companies with fast-changing product lines.

Pros

It can handle the most complex compatibility and pricing rules. They supported our implementation on a tight schedule and stayed on time and on budget. Phenomenal uptime and reliability. Very easy to add new products and product features into the interface and rules engine. Admin tasks are straightforward.

Cons

Communication from the development team (ie with new feature releases or complex bug-fix) is not always timely. They still have room to improve some of their internal admin interfaces (eg for making mass updates to part numbers).

Alternatives considered

[Hive CPQ](https://www.capterra.com/p/175344/Hive-CPQ-Online-Product-Configurator/)

[Epicor CPQ](https://www.capterra.com/p/160099/KBMax-3D-CPQ/)

[CIS Configurator](https://www.capterra.com/p/93891/CIS-Configurator/)

[eRep](https://www.capterra.com/p/165340/eRep/)

[Infor CRM](https://www.capterra.com/p/148351/Infor-CRM/)

Reasons for choosing XaitCPQ

More customizable rules engine, ability to make changes ourselves, good implementation support. Xait set up one of our products in a test instance even before we signed the contract.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LC

Lyndie C.

Finance and Administration Manager

Retail

### "Highly Recommend XaitCPQ!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 10, 2025

The team at XaitCPQ has been incredible. From the very first demo all the way through to delivery and after care, every person we have worked with on our project has been organized, responsive, and a pleasure to work with.

Pros

The ability to completely customize the software to our specific needs. We now have the ability to accurately quote our product and generate gorgeous detailed quotes for our customers.

Cons

If there is anything that is negative for us, it is the missing integration with our current CRM. But even in this they have provided solutions to get us to that integration.

Alternatives considered

[Veloce](https://www.capterra.com/p/160684/Veloce/)

[Hive](https://www.capterra.com/p/150991/Hive/)

Reasons for choosing XaitCPQ

Xait seemed to be a better match for what we were trying to achieve with respect to the creation of a customer proposal

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 18, 2025

Lyndie, thank you so much for the very postivie review. We are pleased that the CPQ tool is adding value to your business. Great looking proposal documents are so important, also for consistency and branding, so it's great to hear it's working well for you. Although you are not integrated with the CRM currently, this is certainly possible and when you are ready to do this we are here to help.

NS

Nick S.

Systems Engineering Manager

Nanotechnology

### "Its a decent, yet clunky, CPQ"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

March 18, 2024

Mixed. OVerall customer support and engagement by the account manager needs to improve. We feel very much out in the cold.

Pros

The licensing mechanism is easy to follow which users have access to which environments. We have access to the SQL DB to perform custom reports. The customer support team are always "trying" to be supportive, but they seemingly lack technical resources behind them to action improvements or fixes quickly.

Cons

Customer response is on average <48 hours. Customer support (resolution) is weeks to months on average. Continual overdependence on their R&D team.

Reasons for choosing XaitCPQ

Its was the incumbent before my time. Has been in place 5+ years

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 4, 2025

Thanks for your feedback. Yes, I agree our responses and resolutions have sometimes been slower than we would like them to be over recent times. I am sorry for your experience. Xait has recognized this and invested considerably in this area. It has however taken longer than we had hoped it might to find the right people - but now we have enhanced the team (and continue to invest further) you will hopefully see an improvement should you need to call on our support again. We also continue to prioritize critical and high priority items. Please contact your Customer Success Manager directly with regards to any particular items and we will do our best to help

CW

Chris W.

Team Lead, Inside Presales

Computer Networking

### "Xait Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

February 14, 2024

Pros

Lots of control and customization, UI is easy to look at.

Cons

Navigation can be a little confusing, there could be more on the screen at a time/help or pop up comments could be added more.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 4, 2025

Thank you for taking time to review our XaitCPQ product. Your questions suggests that you are referring to the specific configuration screen(s) for your organization's products and / or services. If so, this is something that is often under the direct control of our customers (and we are available to help / advise). Tool tips are a standard feature and can usually be added very easily, screen layouts can also be changed. If you would like to contact me directly I would be happy to discuss your particular application and explore how best to enhance the experience for your users. ( Kevin Geraghty, Head of XaitCPQ)

GH

Gitika H.

Finance Coordinator

Education Management

### "Love Xait tool CPQ Tool "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 21, 2023

Pros

Xait tool CPQ is really helpfull in many aspects price management , Quotes, Billing etc

Cons

I truly believe their is no reason of like least about Xait CPQ

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 4, 2025

Thank you very much for your positive review. It is always great to hear from happy customers who are getting value from the CPQ tool. Price management and quotes are really important in the sales process and it's great you are seeing the benefits of what Xait has to offer

JS

Jasmeet s.

Tele sales executive

Information Technology and Services

### "Great tool for preparing quotes & proposal"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 16, 2023

Great experience !!

Pros

I loved the Xait tool for preparing the quotes & proposal, easy to use, Low maintenance , easy to access

Cons

More Currency to be added in xait tool like INR and another country Currency

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 4, 2025

Thank you for taking time to review our XaitCPQ solution. Multi-currency is a standard feature and it is up to each individual organization which currencies they wish to use, and, where appropriate, the exchange rates they use. Adding INR should be a quick and easy thing to do by your system administrator. Please contact us directly if you would like further help in getting other currencies added.

GC

Gemma C.

Systems Engineering Manager

Semiconductors

### "Overall a good CPQ system "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

October 17, 2022

Pros

It is a user friendly software and the support team are helping us to customise the product to suit our business

Cons

Deployments can be tricky if need to deploy a small fix all the products need to be sent for deployment The output documentation isn't great and takes a lot of administration effort.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 4, 2025

Thank you for taking time to review XaitCPQ. Xait specialize in complexity, therefore the configurable item structures can oftentimes be complex too. Because of this it is a standard feature of the admin tool to allow deployments of individual configurable items. We would welcome the opportunity to show you how this is done.

MG

Mario G.

COO

Industrial Automation

### "Easy and Friendly to use "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

July 25, 2022

Is nice, anyone can learn to use it with no trouble

Pros

It works with no trouble, easy to use , easy to learn, if you are looking for an easy way of quoting and getting prces for your team it is a good tool to have

Cons

If you quote directly form the software it needs might need a little more work on the quote template

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 8, 2022

Thank you for your very kind and helpful review, it is much appreciated. With regards to your comment on the template - if you mean that it would be helpful if you did not need to manipulate or further edit the output before sending, then this is indeed possible and we will let your administrator know how this can be achieved.

CQ

Charles Q.

Finance & Ops

Wholesale

### "Great CPQ for smaller businesses"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 15, 2020

Pros

Highly customizable product, price point is more sensible for small organizations that only need a few licenses, great customer support

Cons

Some features weren't necessary for our company's stage, but may be useful later

Reasons for choosing XaitCPQ

Price

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 16, 2020

Hi Charles, Thank you for your very positive review, we are pleased your free trial was something you found useful and that our CPQ software appears to be a good fit for Wanderfuel. Our competitive pricing is something that we get a lot of positive feedback about from businesses like yours and indeed larger organizations too.

LR

Lisa R.

System Admin

Automotive

### "Great product"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 29, 2019

Pros

Customization abilities. This software is easier to use for admins and for the end users to create quotes.

Cons

So far nothing really comes to mind as a negative for this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 3, 2019

Thank you Lisa for your positive review of our CPQ software. We are pleased you find this software easy as an admin user and also as an end-user, this is really important as being able to configure products in house is a cost-effective solution for your business.

AK

Alexis K.

Website Designer

Graphic Design

### "faster quotes and easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 5, 2018

From first sign up, BP team have been helpful and guided us through each step. Support is quick when needed and implementation was super easy.

Pros

Eliminated errors from our quoting process, Support was quick and extremely helpful. Guides through how to produce a quote. Pricing summary is quick and efficient. Tools tips can be added which makes the process easier.

Cons

Creating document templates can take a little long

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 16, 2020

Thank you for your postive review of our CPQ software, we are pleased that you have eliminated errors from your quotes and that implementation was easy and your support through this process was a good one, we pride ourseleves on good service during all stages of getting CPQ softward incorporated into your business processes. Since this review in 2018, we have significantly improved the way document templates are produced and this is no longer an issue for our customers.

BM

Brian M.

Sales Operations Manager

Medical Devices

### "BluePrint Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

November 2, 2018

We use it as a product configurator, with the output being a quote we present to our customer.

Pros

Easy to tailor to our needs. Quick response on requests to modify to meet our needs.

Cons

No issues. Had a great experience with the product.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

November 13, 2018

Thank you for taking time to review BlueprintCPQ Brian. It is very much appreciated. Kind Regards Kevin Geraghty CEO & Co-founder

AU

Anonymous User

Marine Account Manager

Mechanical or Industrial Engineering

### "Blueprint Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 2, 2018

enables us to send out far more quotes and drawings than if we had to do them all by hand.

Pros

Great functionality, self genration of part numbers

Cons

nothing springs to mind,

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Bert T.

Marketing and Sales director

Shipbuilding

### "Bert Thijssen B. Hepworth and Co Ltd"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 26, 2018

It has been only positive in all these Years I have worked with Blueprint CPQ

Pros

We use Blueprint software for more then 20 years. Without the Blueprint software it would takes us much longer to create quotes and drawings. It is absolute brilliant and the service is great. To much as soon as you start working with it you will find out how easy it is the work with. The system offers a flexibility to amend things without having to be an IT wizard.

Cons

I cannot think about anything. We would not being able to do so much in such a short time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 31, 2018

Thank for your review Bert. Good to hear we are still helping you achieve your objectives and adding value to your business. Kind Regards Kevin Geraghty CEO & Co-founder

SA

Stephen A.

Design & Technology Manager

Construction

### "Very flexible and easy to use software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 25, 2018

We are currently changing over from BluePrintCRM to BluePrintCPQ and will be using it on our websites to configure products using changing images. We have found in the past that getting a good product configurator that would change the images for complex products with lots of variations, get an accurate price online and deal with taking deposits online was impossible. With BluePrintCPQ this is now possible and with the help of customer representative and the support team, we will be changing all our websites to use the software.

Pros

You can set it up to deal with even the most complicated products. I have not found anything I cannot get it to price. Getting the website images to change with the different parameters is also a lot easier than other programs.

Cons

At first it was the lack of instruction manuals but that said if you raised a support ticket it got dealt with straight away and someone either wrote an explanation or showed you how to do it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 30, 2018

Many thanks for your kind review Steve. Great to know that we are continuing to help you enhance your processes and achieve your organizations goals - I shall make sure the team is aware of your appreciation. Kind Regards Kevin

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