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See for yourself by reading reviews on the most popular resources:
Easy and straightforward interface. No trying to figure out how to convert to different formats as it does that for you. Easily editable as well. Great service!!!
2016-02-29
eing a new user of this platform I had a major issue and they went over and beyond to fix it and made it up to me even tho it was my fault for not reading. ha
2018-06-26
it has been hard getting back to my document, probably because an icon has not popped up on my screen and the form is not in my laptop document file. it's not letting me add lines to the lists though that might be a hard lock in the form. However the section instruction's say that you can add. Mostly I have only used PDF filler on this complicated form and am learning by trial and error.
2019-10-08
What do you like best?
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
2020-02-03
These guys are great I signed up for…
These guys are great I signed up for the free 30 day trial. I barely looked at the program just didn’t have time And there was $120 charge They were very professional about it removed her right away I will use them soon
2019-05-13
great customer service - sam
great, easy to use, saves us a fortune on an extra phone line for a fax. Great customer service, I always use live chat and get answers and resolution within a few minutes. I have only had to use support 3 times in a year because the program is so user friendly.
2019-03-29
Support has been helpful several times.
Support has been helpful several times.
It takes a bit of patience, but whenever I need help, they have been able to solve my problem succesfully!
2024-09-18
Software works well
Software works well, I just don't like that they allow you to go all the way through editing your first document before slapping down the paywall.
2020-11-13
Support is very helpful.
I had to cancel my subscription as I am out of work. They were very helpful in assisting me in canceling my account.Hopefully, when I can, I will be able to resubscribe.
2020-09-14
Create Record Service Quote Template
The Create Record Service Quote Template feature simplifies your quoting process, making it easier for you to generate accurate and professional quotes quickly. This tool helps you manage quotes efficiently, ensuring you meet customer needs with ease.
Key Features
Customizable templates for various services
Easy integration with your existing systems
Quick data entry to save time
Automatic calculations to enhance accuracy
Collaboration tools for team input
Potential Use Cases and Benefits
Ideal for service-based businesses needing consistent quotes
Supports sales teams in presenting professional proposals
Helps project managers outline project costs clearly
Facilitates faster approval processes for clients
Improves customer satisfaction through clarity and efficiency
Using our Create Record Service Quote Template can solve your quoting challenges by streamlining the entire process. This feature allows you to create detailed quotes that reflect your pricing structure and service offerings accurately. With this tool, you can reduce errors, speed up response times, and enhance your professionalism, ultimately leading to increased customer trust and business growth.
#1 usability according to G2
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