Insert Chart in the Residential Roofing Contract Template with ease For Free
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I wanted to get the discount and pay for the whole year, not sure, it wasn't clear weather I actually paid that way or am paying for a month at a time? Need to make that easier to understand and make sure you are paying the way you want for the discount. You can do a follow up survey only if you are on the line when you call -
2017-10-12
I am finding it helpful indeed. I haven't utilized all of the options yet. So far I like it. The mobile app is far more difficult to use than the website. Doesn't quite sync with the different cloud websites for transfers into the app.
2019-07-24
What do you like best?
The best features are (1) the ability to easily import and that it converts with accuracy and (2) the ability to manipulate doc - more specifically merge, edit, copy, etc.
What do you dislike?
The only feature that does not seem intuitive at times is the folder structure and how the files are organized. When editing a doc it will always move a doc to the top because it is the most recently viewed or edited doc - but this sometimes makes it confusing. Similar to Outlook, it would be nice to have easier drag and drop feature for organizing the docs.
Recommendations to others considering the product:
This is a quick out of the box product, overall very intuitive and easy to use.
What problems are you solving with the product? What benefits have you realized?
Able to import and edit docs as well as having them signed online.
The best features are (1) the ability to easily import and that it converts with accuracy and (2) the ability to manipulate doc - more specifically merge, edit, copy, etc.
What do you dislike?
The only feature that does not seem intuitive at times is the folder structure and how the files are organized. When editing a doc it will always move a doc to the top because it is the most recently viewed or edited doc - but this sometimes makes it confusing. Similar to Outlook, it would be nice to have easier drag and drop feature for organizing the docs.
Recommendations to others considering the product:
This is a quick out of the box product, overall very intuitive and easy to use.
What problems are you solving with the product? What benefits have you realized?
Able to import and edit docs as well as having them signed online.
2019-02-25
Review of PDFfiller
I like this software. It makes the process of editing and filling out pdf files faster, especially when it comes to long documents. It's definitely worth trying.
My only con is that sometimes the program freezes and I need to restart it.
2019-06-09
Useful form creation and library tools
Makes confirming client changes and work ideas more fluid with notifications of form signing. Wide tool set and excellent selection of preexisting forms.
So many forms and flexibility to edit and create and cross share forms with clients, and the addition of the iOS app makes for a great always on solution and current information.
Price is ok, for single users but for larger firms it may be a consideration. So far no other issues
2018-12-12
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
Great application! I was able to edit some incorrect dates sent to me by a reference who could not access the document for an extended period of time. I was able to get my document corrected and resubmitted without issue
2022-08-15
Excellent customer service/IT
I had occasion to need assistance in performing a certain process within this program suite. The IT person with whom I was connected (Joyce) was courteous and professional. She determined the solution to my problem taught me what I needed to know in a matter of minutes. I had made two previous attempts to resolve this earlier in the day, but once I was online with Joyce it was resolved quickly and easily. She is a gem.
2020-12-01
This review is primarily for the customer service. This company had extremely quality customer service. FAST responses. I would definitely recommend trying it out for that alone, they will work through and address any issues you have. You won’t be disappointed. Great job.
2020-05-09
Insert Chart in the Residential Roofing Contract Template
Streamline your roofing projects with the Insert Chart feature in the Residential Roofing Contract Template. This tool allows you to create custom charts that visually represent essential data, making it easier to communicate with clients and ensure clarity in your contracts.
Key Features
Create customized charts for project specifications
Visualize data such as costs, timelines, and materials
Easily integrate charts into contracts with a simple click
Potential Use Cases and Benefits
Present clear project outlines to homeowners
Enhance transparency in pricing and scheduling
Improve client understanding and confidence in the proposed work
By implementing the Insert Chart feature, you can address common customer concerns. Homeowners may struggle to understand complex figures in contracts. With clear visual data, you remove confusion, build trust, and foster positive relationships. Simplifying data presentation can lead to quicker decisions and a smoother project flow.
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