Set Table in the Investment Agreement with ease For Free
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I had a little issue trying to find out how to print the form. Also, the little movable box that kept showing me where to check got in the way of reading the document. I X'ed it out most of the time so I could read the instructions.
2018-05-09
What do you like best?
The ablitiy to be able to edit documents in PDF format is great. Saving time. When we are bidding on a job i can use the form provided to us from the client. Very easy to use and has worked well ever time I have neede it. Another great feature is that the PDF filler is auto saved in your online profile... so you can take the documents with you.
What do you dislike?
some times when you go to open the PDF from my email directly... it does not up load... so then I have to down load the pdf on to my computure, open PDF fill web app then upload file..... not sure why it does this but it has happened more often lately than it did before.
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It would be great if the filler could be able to authenticate docuements, a big one for us is Bonding, When we submit a bond they require an e-bonding ( look it up) the ebond authenicates the signatures from 3 different parties and leave a digital paper trail that can be confrimed by the client. We recently had to do this and the one website mobile bonds.com has an interface that is not user freindly for set up... and we had to spend countless time with the tech on the phone for the first few bonds. If the filler is able to do this that would be great.
What problems are you solving with the product? What benefits have you realized?
Allowing us to make our bid proposals look great, avoid hand writing in documents, setting us apart from the rest. we also can share the file with my staff making it even better
The ablitiy to be able to edit documents in PDF format is great. Saving time. When we are bidding on a job i can use the form provided to us from the client. Very easy to use and has worked well ever time I have neede it. Another great feature is that the PDF filler is auto saved in your online profile... so you can take the documents with you.
What do you dislike?
some times when you go to open the PDF from my email directly... it does not up load... so then I have to down load the pdf on to my computure, open PDF fill web app then upload file..... not sure why it does this but it has happened more often lately than it did before.
Recommendations to others considering the product:
It would be great if the filler could be able to authenticate docuements, a big one for us is Bonding, When we submit a bond they require an e-bonding ( look it up) the ebond authenicates the signatures from 3 different parties and leave a digital paper trail that can be confrimed by the client. We recently had to do this and the one website mobile bonds.com has an interface that is not user freindly for set up... and we had to spend countless time with the tech on the phone for the first few bonds. If the filler is able to do this that would be great.
What problems are you solving with the product? What benefits have you realized?
Allowing us to make our bid proposals look great, avoid hand writing in documents, setting us apart from the rest. we also can share the file with my staff making it even better
2019-02-25
My county require residential construction plans modified to meet 140 mph wind standards. I was unable to reach my building designer. I was able to cut and paste drawings from the manual that I hope will meet their standards.
2024-05-19
A good pdf editor, although there is still some work to do with the command consistency with the environment (windows keys, for instance while editing a document if we press home the screen goes to the header of the document).
2023-08-16
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2022-03-20
I need fast turnarounds for information as I do not have time to convert content from other platforms. I have little time and money to do things. The PDF filler is cost effective and enables me to convert content in a matter of seconds, rather than hours in some cases.
2022-01-20
Very good tool
Very good tool - I used the free trial and I'm about to find out how easy (or not) it is to escape before getting stuck in the subscription system!
Update! It was very easy to cancel the subscription - confirming my 5 Star rating!
2021-11-05
A solid editor with a very minor flaw imo
Other than a better scroll bar for the area of the documents being edited, the interface is pretty easy to navigate if you have used any similar programs (such as adobe acrobat reader). I wish there was a less feature oriented version that was free to use/download, perhaps with a daily/weekly task limit, similar to things like smallpdf.
2021-06-08
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I used PDFfiller to sign severance paperwork. I took the free trial and then THOUGHT I canceled it right away. When the charge came through, I was ready for a fight...but that didn't happen. Kirsten at PDFfiller's live chat was lovely and helpful. She even apologized for the mistake I most likely made. Then she asked if I was sure I wanted to cancel (a trained question). When I said that I didn't need the service, she didn't push and she processed the cancellation and refund right away. If/when I DO need a pdf filling service again, I will use them!
2020-11-25
Set Table in the Investment Agreement Feature
The Set Table feature in the Investment Agreement tool provides a simple yet powerful way to manage your investment agreements. This feature helps you easily organize, view, and adjust all of your agreements in one convenient location, streamlining your investment processes.
Key Features
Organized layout for easy access to agreements
Customizable columns for specific data points
Filtering options to quickly find relevant agreements
Export functionality for reporting and analysis
Real-time updates to keep information accurate
Potential Use Cases and Benefits
Manage multiple investment agreements efficiently
Quickly adjust and update terms as needed
Enhance collaboration among team members
Reduce time spent searching for documents
Facilitate compliance by maintaining accurate records
This feature addresses common issues faced by investors and financial managers. By providing a centralized and organized platform for your investment agreements, Set Table minimizes confusion and saves time. You can easily locate and modify agreements, ensuring you stay informed and in control of your investments.
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What is an investment agreement?
Investment agreements are legal contracts between an investor and a company. The Securities Act of 1933 governs the rules. Read Investopedia's expert-written library to learn more. Bilateral Contract: Definition, How It Works, and Example.
How to write an investment agreement?
Steps for creating an effective investment agreement #1 Identify the parties involved and their roles. #2 Clarify the investment terms and objectives. #3 Determine the structure and nature of the investment. #4 Conduct due diligence and research. #5 Use clear and easily understandable language.
What is a cap table in investing?
A cap table (or capitalization table) is a document, like a spreadsheet or a table, that details who has ownership in a company. It lists all the securities or number of shares of a company including stock, convertible notes, warrants, and equity ownership grants.
What is an example of an investment structure?
An example of this could be a hotel investment that is structured as a limited partnership, corporate bond, direct partial ownership or membership of a company limited by guarantee. Each of the structures listed will offer different returns, despite the asset remaining the same.
How do you structure an investment plan?
Making an Investment Plan: A Step-by-Step Guide Step #1: Assess Your Current Financial Situation. Step #2: Define Financial Goals. Step #3: Determine Risk Tolerance and Time Horizon. Step #4: Decide What to Invest In. Step #5: Monitor and Rebalance Your Investments. Bottom Line.
How do you structure an investment agreement?
How to Draft an Investor Agreement Step-by-Step Preliminary Considerations. Define the Terms of the Investment. Outline Rights and Obligations. Include Key Provisions. Draft Protective Clauses for Both Parties. Finalize the Agreement.
How do investment agreements work?
Investor agreements generally cover any transaction that gives other people or businesses ownership interest in the company. This could be of interest now or into the future and could be in exchange for anything of value such as cash, labor, an asset, and more.
What is a designated investment agreement?
Designated Investments means direct obligations of, or obligations fully and unconditionally guaranteed as to timely payment of principal and interest by, the United States or any agency or instrumentality thereof, provided that such obligations are backed by the full faith and credit of the United States.
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