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I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
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It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
2019-02-25
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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.
What do you dislike?
too much to choose from when importing records from the library
What problems are you solving with the product? What benefits have you realized?
Able to access files and email or fax at will when on the road.
2019-02-25
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The ease of editing .pdf files and forms.
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2018-10-30
With some emails back and forth
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2023-01-19
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2021-11-30
I like that I don not have to decide…
I like that I don not have to decide how big the text box needs to be, it does it automatically. I use it for work to fill out my time sheets or edit PDF files and it works like a charm.
2021-11-10
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It really helps being Paper Less. I don't need to travel to me nearest FedEx to Print job applications and drop them off at the actual location. I can just download the PDF and fill it out to send right back .
2020-07-16
It works well in that you can fill out the form, but it would be great if you could move the text box once you've started. I was unable to do that and had to start over in some cases because alignment was off.
2020-05-15
Recover Inventions Agreement Feature
The Recover Inventions Agreement feature simplifies the process of documenting and managing your innovative ideas. It helps you safeguard your intellectual property by providing a clear framework for collaboration and ownership. You can confidently share your inventions with partners while protecting your rights.
Key Features
Customizable templates for quick documentation
User-friendly interface for easy navigation
Secure storage for sensitive information
Version control to track changes and updates
Collaboration tools to facilitate teamwork
Potential Use Cases and Benefits
Startups seeking to formalize partnerships and protect their ideas
Individual inventors looking for a reliable way to manage their inventions
Businesses aiming to streamline their intellectual property documentation process
By using the Recover Inventions Agreement feature, you can effectively address common challenges associated with protecting your ideas. It reduces the risk of disputes over ownership, creates a clear outline for expectations, and helps maintain professional relationships. Embrace this opportunity to secure your inventions and enhance your business potential.
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