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The ease of downloading our own files to manipulate the data, and/or recreate a document.
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I think a better training tool/video would be beneficial for new and old users.
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Great product and easy to use.
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We are able to recreate documents and manipulate the information needed in order to prepare real estate documents at a much faster pace.
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2020-05-20
Add Tags to Budget Proposal Feature
The Add Tags to Budget Proposal feature enhances your budgeting process by allowing you to categorize and organize your proposals efficiently. This tool helps you stay on top of your budget management, ensuring you have a clear overview at all times.
Key Features
Easily assign tags to budget proposals for quick reference
Search and filter proposals using tags to streamline your workflow
Customize tags to fit your organization’s specific needs
View tag analytics to understand proposal trends
Potential Use Cases and Benefits
Organize proposals by department, project, or priority
Quickly locate specific proposals during review meetings
Enhance collaboration among team members with shared tagging
Simplify historical data analysis by using consistent tags
The Add Tags to Budget Proposal feature solves the problem of proposal clutter. By enabling you to categorize your proposals, you can easily find and manage your budget information. This not only saves you time but also fosters better communication and informed decision-making within your team.
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