Set Tag in the Salesforce Proposal Template with ease For Free
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Set Tag in Salesforce Proposal Template by using these basic steps:
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The site is intuitive and everything is organized in a no fuss manner. Scanning in documents and making changes is easy.
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The printing of documents can be tricky sometimes. Most of the time I save as a PDF and open with Adobe.
Recommendations to others considering the product:
Have the basic Adobe software as well. It makes printing documents, in the proper size, much easier.
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We have many documents that have to be changed constantly. Tax Exemption Forms, Charts and Invoices. This makes it very easy.
