Set Note in the Product Quote with ease For Free
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See for yourself by reading reviews on the most popular resources:
So Far I am impressed with the easy to use features and cannot believe what you can do on the most complicated to simply documents. Highly recommend!!
2014-05-12
What do you like best?
This has saved me some much time on filling out all my documents & storing them as well !!! I just love how you can erase information & add other items to it as well!
What do you dislike?
Sometimes it does have a hard time reading some of the documents & uploading them correctly . I then have to restart the program a couple of times before it actually is able to load the document .
What problems are you solving with the product? What benefits have you realized?
With this software i am able to edit all my PDF'S add & delete any information that needs to be revised & have an amazing clean, clear & legible PDF's for my clients to view!!!
This has saved me some much time on filling out all my documents & storing them as well !!! I just love how you can erase information & add other items to it as well!
What do you dislike?
Sometimes it does have a hard time reading some of the documents & uploading them correctly . I then have to restart the program a couple of times before it actually is able to load the document .
What problems are you solving with the product? What benefits have you realized?
With this software i am able to edit all my PDF'S add & delete any information that needs to be revised & have an amazing clean, clear & legible PDF's for my clients to view!!!
2019-08-15
Excellent customer service
Excellent customer service. I was extremely impressed with their quick response that got me exactly what I needed. Amazing! Thank you so much!
2020-03-24
Kara was so helpful guiding me through…
Kara was so helpful guiding me through resizing a PDF document. I was having a difficult time and she offered to resize it for me.
2024-10-21
I was able to fill out a form easily and print it out. I had an issue and logged a ticket, and even though it was not an application issue, the support team was prompt and willing to help.
2023-12-20
What do you like best?
Super easy to navigate. I am a custom cabinetmaker, and I use this to markup blueprints all the time.
What do you dislike?
Really no downside. I do find it takes a long time to merge docs, but that's really no big deal.
What problems is the product solving and how is that benefiting you?
E signing docs. Editing PDF's that were sent to me on my computer without having to scan the doc is amazing
2022-11-08
If you ever happen to chat with Support for a technical issue --- Hope you get ****.**** worked with me for nearly and hour trying to figure out why my form got skewed.I shared out my screen with him -- he diligently and carefully figured out the problem and got it fixed.Saved the day!Kudos to ****!!
2022-01-06
AWESOME SUPPORT
AWESOME SUPPORT! - These Guys are super fast with their support. The possibility to chat with real guys and not a chatbot is perfect!
2021-06-24
no problems so far
no problems so far, only thing I don't like is that the forms you search for come from google and isn't always the same thing you are searching for.
2020-12-12
Set Note in the Product Quote Feature
The Set Note feature in Product Quote enhances your quoting process, making it more efficient and organized. With Set Note, you can add essential notes to your product quotes to ensure clarity and communication among your team.
Key Features of Set Note
Add detailed notes to each product quote
Easily edit and update notes as needed
Share quotes with notes internally and with clients
Organize notes for different products or projects
Access notes on mobile and desktop devices
Potential Use Cases and Benefits
Clarify specific customer requirements or changes
Provide additional context for your sales team
Record feedback and suggestions on quotes
Enhance collaboration among team members
Maintain a clear record of communications with clients
The Set Note feature solves common problems in the quoting process. Often, details can get lost in communication or misinterpretations can arise. With Set Note, you can quickly jot down key points, ensuring everyone is on the same page. This level of organization leads to better decision-making and ultimately improves customer satisfaction.
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