Finish Last Name in the HVAC Proposal Template with ease For Free
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Just needed access to a quick fillable PDF for SOAP notes when my office management software with builtin SOAP notes crashed. It is filling a need for the moment, doubtful I will continue. It seems like a nice program but the diagram on the SOAP notes is too cumbersome to mark with the given symbols on the chart as, so far, I have seen no way to actually mark the figure on the chart with the same symbols electronically. There are some symbols available, like the check, circle and line but they are not like the ones on the actual symbol chart. If there was a more expedient way to use those same symbols I might actually be very interested in using this.
2017-09-01
clients have a hard time opening documents to sign. they get an error message or just can't open to sign. Sometimes it takes hours for them to receive a document. Clients also have a hard time printing out a form they signed
2018-07-25
interesting...I am a sponsor for a nonprofit addiction recovery program and this would help me lead my sponsees through their step work and writing assignments.
2023-02-09
Customer service was excellent
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2022-02-14
Its been great, should be implimented into every office (I've interned for multiple senators) and if I would've had this in Rubio's office, I would have left two hours early eveyrday.
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2021-07-19
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How easy it is to use, the signature function too.
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History saves only one document and can't change it.
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It's great, so don't hesitate
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Don't need a printer and scanner to fill out documents
2021-02-15
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I love how I can neatly complete compliance filings that don't have a fillable PDF format using PDF filler. I can type on the form in PDF filler instead of having to print a hard copy and hand write or use a typewriter - who even has access to one of those anymore, lol?
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It can be tricky to get the alignment just right and then save the completed document.
Recommendations to others considering the product:
Great tool for using to complete documents that don't have fillable format.
What problems are you solving with the product? What benefits have you realized?
Completing compliance filings for various States that don't offer fillable PDF forms.
2020-08-31
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2020-05-19
Finish Last Name in HVAC Proposal Template
The Finish Last Name feature in our HVAC Proposal Template streamlines the process of personalizing your documents. You can easily add a recipient's last name, making your proposals more professional and engaging.
Key Features
Simple integration into your existing templates
Automatic population of last names for efficiency
Customizable fields for different client profiles
User-friendly interface for quick edits
Potential Use Cases and Benefits
Personalizing HVAC proposals to improve client engagement
Enhancing professionalism in communication with potential customers
Simplifying the proposal preparation process for HVAC technicians
Improving response rates with tailored content
This feature effectively addresses your need for personalized communication. By adding last names automatically, you save time and reduce errors. Additionally, a personalized approach builds trust with your clients, making them more likely to choose your services.
#1 usability according to G2
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