Add Note in the Accounting Proposal Template with ease For Free
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See for yourself by reading reviews on the most popular resources:
I was very upset that I wasn't told I'd have to pay until after I'd edited a very long file, but customer service gave me 30 days free when I brought this to their attention.
2014-05-18
at first it was a little frustrating and I am still having difficulty in put totals on one of the pages. How do i remove the 0, to replace my correct figure?
2015-08-21
Amazing product! I was able to fill a tax form very easily and sign it. Better than all others I've tried!
There are two comments for the development team and marketing team: 1/I expected a free trial, and 2/There are so many options that it can be confusing when you are just starting. I would have appreciated less options up front and some video tutorials to introduce me to advanced features.
2018-01-11
It's been a little bit slow and clunky and doesn't always do what I expect, but I managed to figure out a lot of features I need, and it works well for me, for the most part.
2018-02-07
What do you like best?
Easy to use, anyone who I've sent a file has had no issues receiving and downloading. Some of them have told me they've gone on to use the product regularly themselves.
What do you dislike?
Nothing to do with pdffiller, but I sometimes forget to set up the files I'm uploading in the right folders. That's on me.
What problems are you solving with the product? What benefits have you realized?
Under the 'documents' tab, the 2 columns on the right could be made more distinctly different from each other to denote they are in fact different. They are just two shades of gray and not that different in tone.
Easy to use, anyone who I've sent a file has had no issues receiving and downloading. Some of them have told me they've gone on to use the product regularly themselves.
What do you dislike?
Nothing to do with pdffiller, but I sometimes forget to set up the files I'm uploading in the right folders. That's on me.
What problems are you solving with the product? What benefits have you realized?
Under the 'documents' tab, the 2 columns on the right could be made more distinctly different from each other to denote they are in fact different. They are just two shades of gray and not that different in tone.
2019-05-22
Its save me a little time on the road
Its save me a little time on the road. I was traveling and it will help me keep a safe copy of things too. Most gracious for the options to port to different formats. Well Thought out product..Thank You.
2023-11-20
Ease of use was great and intuitive
Ease of use was great and intuitive. Documents went from PDF into a word document really nicely. The only issue with changing PDF into Word docs is the font comes out a bit weird and can't seem to be corrected.
2023-04-11
mostly good. Had trouble one day but it looked like it was site-wide. It was fixed by the next day. Would like to better understand how to capture documents and transfer to other files etc.
2021-10-17
i need to send this form to the IRS for my Covid 19 stimaulu check can be appproved cause id filled Identity Theft I had to do 14039 Affidavit form now i need away to send email it or something have know way of printing out dont have access to a printer.
2020-05-05
Add Note in the Accounting Proposal Template Feature
The Add Note feature in our Accounting Proposal Template is designed to enhance clarity and communication in your proposals. This feature allows you to include vital notes, ensuring that all essential details are clearly communicated to your clients.
Key Features
Easily add notes to any section of the proposal
Organize your comments for better clarity
Share notes with your team for collaboration
Customize notes according to client needs
Potential Use Cases and Benefits
Use notes to clarify complex financial terms to clients
Provide context for specific pricing or service elements
Facilitate discussions among team members by sharing insights
Enhance client understanding, leading to increased trust
With the Add Note feature, you address common challenges in proposal communication. By adding specific comments and insights, you reduce misunderstandings and make your proposals more comprehensive. This leads to improved client satisfaction and can help close deals more effectively.
#1 usability according to G2
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