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2017-12-10
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2019-09-23
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Ability to create templates (e.g. for billing) and changing dates when needed.
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too much to choose from when importing records from the library
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Able to access files and email or fax at will when on the road.
Ability to create templates (e.g. for billing) and changing dates when needed.
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too much to choose from when importing records from the library
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Able to access files and email or fax at will when on the road.
2019-02-25
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The ease of use and tremendous amount of options make this one my most frequently used tools on a daily basis.
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Nothing... I could get more options by upgrading my subsctiption but I am fine as it is for now.
Recommendations to others considering the product:
Great Software. You'll use it every day!
What problems are you solving with the product? What benefits have you realized?
Editing pdf documents is a breeze and saves lots of time and paper.
2019-05-28
AWESOME program but too expensive
AWESOME program, but the monthly cost is WAY too high. Should charge customers a more affordable price of $10/month. And stop trying to force us to pay for a whole year up front -- what if I don't need it for an entire year? Fantastic features, easy to learn, a pleasure to use. Just TOO EXPENSIVE.
2020-01-28
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2019-09-18
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2018-06-30
They have an awesome website that…
They have an awesome website that allows you to do multiple actions. Their customer support is top notch! (Shout out to Anna! You are the bomb!)
2020-09-24
Fax Recapitalization Agreement Feature
The Fax Recapitalization Agreement feature simplifies the way you manage financial agreements. It provides clarity and organization, ensuring you maintain control over your capital structure.
Key Features
Streamlined documentation process for fax agreements
Automatic tracking of agreement terms and conditions
User-friendly interface for easy navigation
Centralized database for secure storage of all agreements
Customizable templates for consistency and compliance
Potential Use Cases and Benefits
Ideal for businesses managing multiple capital agreements
Helpful for legal teams in drafting and reviewing agreements
Beneficial for finance departments ensuring compliance with regulations
Useful for startups seeking to establish clear investor relations
Supports accurate reporting and accountability across all agreements
This feature directly addresses challenges like miscommunication and document loss. By providing a clear framework for fax agreements, you can reduce errors, save time, and improve overall management of your financial agreements.
#1 usability according to G2
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