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I like the fact that it is a Swiss Army knife type tool that can do editing, signatures, electronic contract signing all in one easy to use package! I use it in several of my small businesses. It is much better in my estimation than the Adobe products......
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I have not experienced any current issues.
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I used to need multiple subscriptions with Adobe and Docusign, now I just need one package - PDFFiller!
2019-05-28
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PDFFILLER has been one of the best platforms I’ve used in client document transmission. The price is unmatched for the services available and the HIPAA compliance seals the deal.
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The only downside is how long some forms such as registration can take to complete when adding in the initial fillable fields.
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Many of my clients are throughout the country, so the ease of securely transmitting documents while maintaining HIPAA compliance is the best problem solved. I recently discovered the ability to have documents faxed digitally through the services and it’s cut down on my physical paperwork.
2019-06-08
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2021-06-10
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2021-04-02
Clean Card - Streamlined Commercial Insurance Proposals
Clean Card brings simplicity and efficiency to your commercial insurance proposal process. This innovative tool enhances your ability to create clear, concise, and professional proposals tailored to your clients' needs.
Key Features of Clean Card
User-friendly interface for easy navigation
Customizable templates to fit various industries
Real-time collaboration capabilities with team members
Secure cloud storage for easy access and sharing
Integrated analytics to track proposal performance
Potential Use Cases and Benefits
Insurance agents can create detailed proposals for potential clients
Companies can present comprehensive coverage options to stakeholders
Risk management teams can outline insurance strategies for projects
Businesses can enhance client relationships through clear communication
By using Clean Card, you simplify the process of creating insurance proposals. This tool helps you address common challenges such as time-consuming document preparation and inconsistent formatting. Ultimately, Clean Card allows you to focus on building strong client relationships, presenting your proposals with confidence, and closing more deals.
#1 usability according to G2
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