Salesbook Verified Customer Reviews (2026)

For a back-office team, the biggest value is clean, complete data coming from sales. We spend far less time correcting contracts and asking reps for missing information. Support helped us resolve integration issues reasonably quickly.

E-contracts signed in the field reach the office automatically, with attachments and a clear status. Sending documents for remote signature (e-signature or SMS) is straightforward and reduced the number of incomplete contracts.

Error messages are not always clear when a document fails to sync or validate.

Salesbook brought structure to our sales department. New reps onboard faster because the process is guided by the app, and I can monitor the pipeline in near real time. Pricing is on the higher side, but the time saved on administration justifies it for us.

Meeting data, offers and contracts are stored centrally, so I can see activity and results per rep without chasing reports. Standardized presentations keep the message consistent across the whole team.

Reporting is useful but not very flexible – we export data to build our own dashboards.

I was skeptical at first, but after a few weeks I couldn’t imagine going back to paper and separate tools. Salesbook keeps me organized, reduces mistakes in offers and makes a good impression on customers. Highly recommended for sales teams working in the field.

Simple to use during meetings, professional-looking offers, fast contract signing on the tablet, and the customer leaves with documents already in their inbox. Reliable even without internet.

I’d like more freedom to edit presentation content myself without going through admins.

From the implementation side, Salesbook is a capable and extensible product. It took effort to configure, but the result is a tool fully aligned with our sales process. I’d recommend it to companies with a defined process and someone on the inside to own the configuration.

The platform is very customizable – we migrated Excel-based calculators into HTML modules inside the app and connected contract generation with our back office. The vendor team understood our business case and was open to custom requests.

Implementation of custom modules takes time and testing; version packaging could be simpler

We use Salesbook as the core tool for our field sales teams. It handles presentations, offer calculation and contract signing in one place, which shortened our sales cycle and reduced paperwork errors. Support is responsive once you have a dedicated contact.

Salesbook let us build our own sales flow instead of adapting to a rigid template. Custom modules, calculators and e-contract signing on tablets work smoothly, and integration with our ERP and e-signature tools was feasible.

Some advanced configuration still requires vendor involvement, and documentation could be more detailed.

I have been using Salesbook daily for over two years as IT Admin in renewable energy sector. It has made our sales process more structured and consistent: every meeting follows the same path, offers are prepared on the spot, and managers have clear visibility of activities and results. Compared to working with paper and Excel, it saves a lot of time and helps us look more professional in front of clients. Overall, a solid platform that genuinely supports everyday sales work.

Salesbook combines everything we need for client meetings in one app: product presentations, needs analysis, offer generation and e-signature. Data from meetings syncs automatically to the CRM, so I don’t have to retype anything after a visit. The interface is intuitive, and new team members learn it quickly. The platform is highly customizable, and the team is open to adapting features to how our sales process actually works.

Because the platform is constantly evolving, some important features are built from scratch rather than delivered out of the box, which can make the implementation process longer. On the other hand, this approach means the tool can be tailored closely to our specific needs, so in the end it’s a trade-off worth accepting.

I’ve used Salesbook daily for a long time and it genuinely made my meetings shorter and more organized. I don’t carry paper anymore and the office gets the signed contract immediately. Once you learn the layout, it’s intuitive.

I can run the whole meeting from the app – presentation, offer, calculator, contract and signature. Customers like that it looks professional and that they get documents right away. Works offline too.

Occasionally the app needs a sync or restart after an update, and it can be slow on older tablets.