Set Legend in the Commercial Insurance Proposal Template with ease For Free
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Excellent product. Clearly, this was well developed. Kudos to the programming team. Wish it were a little cheaper! Want to get additional customers? Give a military discount.
2014-11-06
What do you like best?
Ability to sign documents and scan forms for filling.
What do you dislike?
Needs a text rotation tool and more shapes available. Also limited on fonts and text color.
What problems are you solving with the product? What benefits have you realized?
I get W9 filled for clients easily. Contract signing digitally. I can make instructional maps using map templates and email directly to employees.
Ability to sign documents and scan forms for filling.
What do you dislike?
Needs a text rotation tool and more shapes available. Also limited on fonts and text color.
What problems are you solving with the product? What benefits have you realized?
I get W9 filled for clients easily. Contract signing digitally. I can make instructional maps using map templates and email directly to employees.
2019-08-15
Excellent tool, very useful and easy to use
In my work we use a lot of PDF for contact with the client and the truth is that it is useful to have such a tool to make it quick and easy; It's something less to think about.
The best thing about this tool is that it solves a basic problem with the PDFs we receive: editing them. It is also very easy to use, saves a lot of time and has the possibility of adding a digital signature to each document.
Some form formats are more complex to edit and the tool gets confused, but it happens with all other tools.
2019-07-24
My document looked perfect when opening it with a browser after editing it, but there were some artifacts in the transparent background of the signatures when reading it on Adobe Reader (alpha channel problems, I believe). Maybe it was a problem on my end, I don't know.
2023-10-10
What do you like best?
I like how easy it is to use and all my documents are automatically saved. This has increased my productivity so much being able to combine documents and have people sign.
What do you dislike?
There are a few steps to save, print, or download to your local desktop which can be a little time-consuming. But I also appreciate that it verifies with you that the correct function is happening.
What problems are you solving with the product? What benefits have you realized?
The ability to edit and few pdf documents. I really like that pdf's can be combined and shared. There's so many functions of pdf filler that is so helpful to help me be more productive.
2021-11-05
Such amazing and simple software
Such amazing and simple software! In my opinion, way better than Adobe and so much easier to find tools/commands.
2021-08-18
If I had the option to put 100 stars, I would. This product is fantastic. There are small issues with reformatting, but I think the user can get over that.
2021-04-13
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
What do you like best?
I like that making forms fillable is super easy and that the platform is affordable
What do you dislike?
pdfIller can be a little confusing to use, so it isn't necessarily intuitive when I'm trying to find my docs that I created versus the filled out ones that come to me
What problems are you solving with the product? What benefits have you realized?
getting forms signed remotely!
2020-08-21
Set Legend in the Commercial Insurance Proposal Template
The Set Legend feature in the Commercial Insurance Proposal Template streamlines your proposal-making process, providing clarity and consistency. This tool helps you create professional insurance proposals that are easy to understand and visually appealing.
Key Features
User-friendly interface for quick navigation
Customizable template options to match your brand
Integrated legend for clear definitions of terms
Ability to save and reuse templates for future proposals
Option to share proposals digitally or print for in-person meetings
Potential Use Cases and Benefits
Insurance agents can create client-specific proposals effortlessly
Business owners can present detailed coverage options clearly
Risk managers can easily explain insurance terms to stakeholders
Administrative staff can save time with template customization
By using the Set Legend feature, you can eliminate confusion and enhance communication in your proposals. It addresses the common problem of misunderstanding insurance terms, ensuring that your clients fully grasp the details of their coverage options. This leads to better decision-making and fosters trust between you and your clients.
#1 usability according to G2
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