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Would like to have available stand-by the form I am working on. Have to use the same for different companies and each time I start a new one, have to go back and search for it.
Janet S
2015-02-25
What do you like best?
Very easy to use, intuitive, secure, and affordable.
What do you dislike?
No word processing, spellchecker, built into the text box
What problems are you solving with the product? What benefits have you realized?
Signing and filling contracts and forms daily
Consultant in Hospital & Health Care
2019-05-21
tough start, but Sam saved the day! SAM/ JULZ WAS WONDERFUL! SUCH A GREAT SUPPORT! After spending hours trying to fix the problem earlier and having no luck with the calling from billing dept. One agent hung up on me! He came to the rescue, worked to TEACH ME how to walk through the issue and solve the problem. I am so grateful! I will always ask for him in the future! perfect 10 for his effort and going out of his way to help really solve the issue and teach me how to handle it in the future!
DeAnna
2019-05-07
Great customer service! The site works very well and is easy to navigate, and when a miscommunication happened on my end the company was extremely polite, helpful, and quick in their response. Great customer service!
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2019-04-17
Highly Recommended Excellent experience. It saves me a great deal of time. Cost effective. The software is very easy to use. A real timesaver. Sometimes it is a little slow in saving/processing various functions.
Debbie C.
2019-01-21
Really good platform. Just try to fix the bug while opening documents at the dashboard. The bug is the following: Click on open item button It will send to authentication page.
Brian
2024-03-26
********** was the easiest & fastest customer service to resolve a billing issue. If I need to use a document signing company in the future it will most definitely be **********! Thank you ********** Team you truly are amazing! This world needs more kindness in it, thank you for everything!
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2022-04-12
Highly recommended We've been using this website for a few years for our business and I couldn't be happier. The Customer Service Team always remedies my concerns or questions and the website works perfectly for our company. I'd highly recommend this website!
Sean McGary
2021-12-30
Easy to import edit- wished I had this a long time ago! I was desperately trying to find a way to send my Doctor forms. Scanner/Printer was knocked out from the storm.
Timothy R D
2020-07-23

Keep Title Invoice Feature

The Keep Title Invoice feature streamlines your invoicing process, making it easier for you to manage your business transactions. This tool is designed for simplicity and effectiveness, ensuring you stay organized and focused on what truly matters.

Key Features

Automatic invoice generation for each transaction
Customizable invoice templates to match your brand
Secure storage of all invoices in one location
Easy retrieval and management of past invoices
Real-time tracking of payment statuses

Potential Use Cases and Benefits

Small business owners can create and send invoices quickly to clients
Freelancers can manage multiple projects and their corresponding invoices with ease
Nonprofits can keep track of donations and generate thank-you receipts
Retailers can simplify billing for recurring customers
Service providers can maintain a clear record of services rendered and payments received

With the Keep Title Invoice feature, you can solve the challenge of managing invoices. Whether you have a few transactions or many, this tool saves you time, reduces errors, and keeps your finances organized. In addition, it enhances your professional image, ensuring your clients receive well-structured and timely invoices, which can lead to faster payments.

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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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The header section of a typical invoice includes your company logo and address as well as the customer's details. It also includes an invoice title. On the invoice, the title alerts the customer to the specific purpose of the charges.
Your Name + Address. The Client's Name + Address. Issue Date. Due Date. Subject (Invoice Name) Invoice ID (Unique and typically a number) Breakdown / Line Item Details. Total Amount Due.
Make every invoice number unique you can start from any number you want. Assign sequential invoice numbers. Assign invoice numbers in chronological way. Structure invoice numbers any way you want, you may: use only numbers 001, 002, 003 etc., include Customer Name CN001, CN002, etc.
Include the Recipient Address Make sure you include the street address, city, state and zip code. It should be left justified and one line below the date. It's best to include a specific name here. Entrepreneur recommends that you double-check who you're supposed to send your invoice to.
Unit Price: This is the price you charge per unit of goods or services (e.g. £4.70 per kilogram or £40 per hour) Line Total: The total amount for the invoice line automatically calculated as Quantity multiplied by Unit Price.
Invoice. An invoice, bill or tab is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller had provided the buyer.
Invoice. An invoice, bill or tab is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller had provided the buyer.

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