Insert Formula Field Button into a Template for Sign Along with Multiple Users effortlessly Kostenlos
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2019-04-29
What do you like best?
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
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I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
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A must have if you're in the insurance industry
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It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
2019-02-25
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2020-04-07
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2019-12-17
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2022-09-25
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The ability to add a template, and utilize the template instead of creating a new document every time.
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The interface of PDF isn't as modernized as some other products are.
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2021-11-10
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2020-09-22
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2020-07-22
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