Copy Feature in the Deal with ease For Free
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What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
I used the program and was happy with the software and results. However, due to my own oversight I inadvertently made an annual purchase which I would not be in need of. I noted this in my comments when rating the app. To my surprise and complete satisfaction the service team provided me a credit. They went over and above in addressing my frustration. Based on this integrity and caring service I will use this program if needed in the future and will certainly recommend it to others.
2015-09-21
I've only used it twice, but it is very easy to navigate.
I am using it to send preliminary notices for out plumbing contractors business. It works great.
2015-11-06
As far as I have been using it it looks nice, the only problem that I found was when I choose to convert my pdf into a word document some letters and format change or is missing.
2016-05-04
I used your program to work with government forms we needed to complete so I decided to try it for our Contract and Form paperwork that needs to be submitted.
2018-05-25
The software is really good
The software is really good, haven't tried the customer service yet.My only main issue is that it deals with the text as line by line and not as a block of text, and sometimes it when editing the text it makes it smaller automatically just by clicking on it.This makes it a bit harder to edit at some times but will see if it affects me much or if I can find a way around it. The rest is really well organized and efficient.
2020-02-07
Good product for the money
this product is well priced which is great for a startup business. The accessibility of acord forms is a big plus. I do wish it had a few more features that would make it even better - like the ability to attach an email without having to save in pdf and upload - and having a task option for future projects would be so great.
Ability to create and save documents required by insurance industry is a plus. I like being able to access the program from anywhere and being able to upload documents for client files.
Does not have ability to do sub folders and wish there were a section for each client for notes for tracking of conversations. Also wish there were a calendar where you could add tasks with reminders.
2017-11-14
easy problem solving via chat
Lovely contact and my problem got solved very quickly. Appreciate the help and would recommend their support team, especially online via chat!
2021-09-19
Sam was absolutely awesome
Sam was absolutely awesome! i explained my issue and needless to say i had been trying to figure this out all day and within 5 mins Sam had me on the right path. His excellent customer service and knowledge was a winning combination. Sam is definitely an asset to this companyRhonda W
2021-05-16
Great service
Great service, and extremely helpful. this is fantastic if you own a business or just need professional documents done. i love this and recommend it to all.
2021-05-12
Copy Feature in the Deal Feature
The Copy Feature in the Deal feature enables you to quickly replicate successful deals with ease. This functionality streamlines your workflow by allowing you to duplicate existing deals, saving you time and effort.
Key Features
Instantly copy deal details while preserving essential information
Customize copied deals to meet new client needs
Reduce the time spent on manual data entry
Ensure consistency across similar deals
Potential Use Cases and Benefits
Quickly create multiple drafts for different clients
Adapt successful deals to fit new projects
Manage a portfolio of similar deals efficiently
Enhance team collaboration by sharing template deals
This feature addresses the common problem of duplicate effort. By allowing you to copy existing deals, you minimize mistakes and reduce the workload. As a result, you can focus on nurturing client relationships and closing more deals, leading to better productivity and increased sales.
#1 usability according to G2
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