Shade Brand in the Accounting Proposal Template with ease For Free
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Product is really good, but customer service is great. I had an issues with printing after spending a couple of hours editing a documents and quickly became frustrated. I contacted customer service, they responded within a few hours with a solid solution that worked.
2015-08-25
After a slow start and feeling misled by the "fill in your form for free" and then having to pay, I did get a full refund. The tech support was excellent - they were the only ones, that I could find, that could get me the rather complex fill in form from NY State Tax authorities (RP-5217). I still feel I should not have to pay a third party to file a required tax form - but that is an issue I'll have to take up with NYS, wish me good luck with that one.
2016-03-02
It's not as intuitive as I hoped to use the mobile apps, and it seems there are many steps to doing the main process which led me to purchase PSF filler--uploading and emailing HIPAA related documents that I've photographed. I'm sure there'll be a learning curve, however, so I am still hopeful.
With two helpful and timely chat guidance, I was able to resolve my problems with scanning and uploading photographed documents quickly. I still wish the mobile app allowed me to rename the document so that I wouldn't have to fiddle with it later in the browser app, but am happy with many other features at this point.
2018-01-13
I like everything I have tried with the exception of the fact that I cannot download a fillable form to my desktop. I wanted to make a form that I could pull up quickly on my computer when I have a new patient intake. It only allows a link and too many steps to make this a good alternative to the paper and pen format I am currently using.
2018-01-18
What do you like best?
PDFfiller offers excellent editing and formatting features for business and personal use. I like the file conversion features as well.
What do you dislike?
Uploading documents is extremely slow, and you cannot upload multiple files at the same time.
Recommendations to others considering the product:
Great alternative for those who don't have Adobe Pro or some of the other premium Adobe products.
What problems are you solving with the product? What benefits have you realized?
Editing and signing capabilities for PDF's. Creating secure files.
PDFfiller offers excellent editing and formatting features for business and personal use. I like the file conversion features as well.
What do you dislike?
Uploading documents is extremely slow, and you cannot upload multiple files at the same time.
Recommendations to others considering the product:
Great alternative for those who don't have Adobe Pro or some of the other premium Adobe products.
What problems are you solving with the product? What benefits have you realized?
Editing and signing capabilities for PDF's. Creating secure files.
2018-01-29
This is my first experience with online documents and I had a difficult time maneuvering through the settings. Would like more information on how to use.
2023-08-17
An Efficient Time Saver
It is easy to update the documents with some features of a Word Document.
However, there should be more variety in the fonts and I wish it didn't change the original/all font when I edit part of it.
2022-05-07
This statement is still true (I am still using the trial version, so I haven't had enough time using it yet).
I am also new to my position; therefore, it will take time, before I know of the various ways that I could utilize this software.
My new employer is still using typewriters for several forms, which made me research fillable forms online.
2021-12-29
I am not computer techy
I am not computer techy - and I have been able to figure this out to do what we need. I am sure there are features that I have not figured out yet - but I stay very busy @ work so doing a webinar would be tricky to schedule.
2020-07-21
Shade Brand Accounting Proposal Template
The Shade Brand Accounting Proposal Template offers a straightforward solution to streamline your accounting processes. This template equips you with all the essential tools to create professional proposals that can impress clients and improve your workflow.
Key Features
Customizable sections for client details and accounting services
Clear layout for project timelines and deliverables
Easy-to-use design for quick document creation
Professional look that reinforces your brand
Trackable status updates for proposal progress
Potential Use Cases and Benefits
Efficiently pitch accounting services to new clients
Enhance communication with existing clients during proposals
Standardize proposal writing across your firm
Improve conversion rates by presenting clear information
Reduce time spent on proposal creation to focus on client needs
By using the Shade Brand Accounting Proposal Template, you can save time and minimize errors in your proposals. This template helps you present your services in a clear and concise manner, which ultimately leads to better engagement with clients and an increase in business opportunities. You can confidently craft your proposals knowing that all necessary information is easy to find and understand.
#1 usability according to G2
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