Clean Up Table in the Free Business Proposal with ease
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Working great as a service, I really like the ability to search and reference my research.
This is truly a fantastic tool to expedite anyones ability in PDF.
This is a must for anyone looking for a remarkable feature in PDF signatures.
2018-08-01
It was a little difficult to navigate at first, but has allowed me to begin to file paper claims with insurance companies for a small medical company. Help was quick when I asked. Alignment is a little off, but it gave me a good, cheap start.
2018-10-03
The log in process is a little clunky. I have not been able to copy paste a field in the template creator. I have 30 fields or so that will each have the same sized field, I should be able to duplicate the specific field a number of times and paste. No?
2019-01-10
The format of the website was a lot to get used to as there are a plethora of options to go through. Once I was familiar with the site it became obvious this was everything I needed it to be. Great functionality, easy to use. Highly recommend.
2020-02-07
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.
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.
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
ONE OF THE BEST PDF FILLER'S IVE USED…
ONE OF THE BEST PDF FILLER'S IVE USED SO FAR. SOMETIMES THE FONT LOCATION/SIZE WILL PRINT DIFFERENT THAN IT APPEARS ON THE SCREEN BUT AN ADJUSTMENT OR TWO WILL TAKE CARE OF THAT.
2020-02-29
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Online - I like accessing it anywhere, at any time. Great! I will keep my membershup for some time!
Not sure of security, not sure how my information is being used, if someone else is analysing it, etc.
2017-11-24
I have had a great experience thus far…
I have had a great experience thus far in my free trial. I have been able to merge documents to create a continuous flow, create signature stamps and fill out fillable pdfs' for my work. This is a great product!
2024-10-30
What do you like best?
The ease of signing documents. Uploading my documents in a snap.
What do you dislike?
dashboard could be better - not always intuitive
What problems are you solving with the product? What benefits have you realized?
real estate transactions. Leases signed in a breeze!
2020-08-30
Clean Up Table - Streamline Your Business Proposals
The Clean Up Table feature in our Free Business Proposal tool allows you to organize your proposal data effectively. With this feature, you can keep your content clear and focused, ensuring that your proposals stand out.
Key Features
Easily remove unnecessary data
Organize details for clarity
Enhance readability for your audience
Automatically update content structure
Preview changes before finalizing
Potential Use Cases and Benefits
Create professional business proposals quickly
Improve proposal accuracy by editing data efficiently
Tailor proposals for individual clients seamlessly
Increase response rates with well-structured content
Save time and effort during proposal preparation
By using the Clean Up Table feature, you tackle the common problem of cluttered and confusing proposals. This tool helps you present your ideas clearly, making it easier for clients to understand your value. Say goodbye to messy proposals, and welcome a more professional approach that enhances your chances of success.
#1 usability according to G2
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