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2016-06-19
At times, it is difficult to edit the pdf the way you want. There are too many steps to take in order to do what you want with your document. Eventually, I am able to get the pdf the way I want it.
2016-07-08
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2017-06-26
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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.
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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.
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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
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2017-09-26
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2021-09-10
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2021-08-14
I love the product just don't have the need to justify a full subscription. I enjoyed the trial period and had great Customer Service when needed. Very prompt with replies. I would recommend this product.
2020-10-02
I like it very much, I think it has great fearures and it has helped me a lot... so much that I was ready to become a paid user. However, 2 of the last documents I uploaded to the system were cut-off and seriously changed (different format, things missing, etc) the uploaded document did not show as an identical version of the original document and that made me change my mind. I use it for contracts and they need to be exactly as the original document. These are legally binding documents, so because of that, I decided not to continue the service after the free trial ends.
2020-06-28
Join Table in the Consulting Agreement Template
The Join Table feature in the Consulting Agreement template provides a streamlined approach to creating and managing agreements. This tool enhances collaboration and clarity, making it easier to navigate the complexities of consulting relationships.
Key Features
Integration of multiple parties' information
Clear designation of roles and responsibilities
User-friendly interface for easy access and modification
Customizable templates for diverse consulting needs
Potential Use Cases and Benefits
Developing clear agreements for consulting projects
Facilitating discussions between consultants and clients
Ensuring all parties are on the same page regarding expectations
Quickly adapting to changes in scope or involvement
By using the Join Table feature, you resolve common challenges in consulting agreements such as miscommunication and scope creep. This feature allows you to clearly outline each party's role, ensuring that nothing falls through the cracks. With a straightforward layout and easy updates, you can focus on delivering value rather than worrying about documentation details.
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