Slide Note in the Proforma Invoice with ease For Free
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You need some front end GUI. "What do you want to do?" "Create a brand new form from scratch?" "Make a PDF form fillable for your business?" etc.... I got the service and deleted my subscription only to play with it a little more and see the tiny, green side button that allows one to make the form fillable and then I realized this was a service I wanted. You are not demonstrating or advertising the best feature from the get-go.
2017-02-26
Over all really helpful, especially with me filling out awards and scholarships for grade 12. Only issue I had was when typing the text box wouldn't fit as nicely as I would have liked it to, so lines ran through the text and made it a bit harder to read.
2019-05-01
Great software, some things are not intuitive
You can edit documents, replace text, add fillable fields, etc. Great for documents that are used often and just need a few details changed.
"Replace text" can be difficult to use. Also the process of saving a document is kind of clunky.
2019-10-08
easy to use
easy to use, it would be good if you could copy text and paste it i might not have worked out how to do that yet if its there, and insert signature would be helpful, that might be there already but i couldnt find it otherwise its easy to use and easy to send documents
2022-02-16
Cancelling a subscription can be an intimidating and anxiety creating experience. NOT WITH THESE PEOPLE!!! Today I logged in to my account. ***** linked in as my Chat contact and in less then 1 minute the subscription was taken care of for me!!!! I have had to fight too many providers about cancelling subscriptions so THIS WAS REFRESHING!!! Such a contrast and it makes me want to stay connected with them if I ever need their services again.Don't hesitate to access their services and products.
2022-02-14
The only problems I have is my limited…
The only problems I have is my limited use of the software. It works great for someone like me who just started a business and need invoice templates, proposal templates and estimate templates
2021-10-02
Makes Working Easier!
My experience has been wonderful. I cannot complain one bit.
Who doesn't like to be able to edit or create PDF forms! I handle tons of PDF and word document forms all day and this software is most definitely helpful in completing my tasks.
Are you kidding?! There are not cons at all. PDF filler literally keeps me from having to print documents to fill them.
2021-06-24
Excellent Service
I did the 30 day trial period and was very satisfied with the process.I used the product for about 10 different documents within a 2 day period. I forgot about the trial period and was charged for an annual subscription and was emailed the confirmation. I went online and requested to cancel the subscription due to not needing the product and received the cancellation with 5 minutes, very satisfied.
2021-05-27
Great customer service and solid product.
I don't usually leave reviews, but this product deserves my time.
Works very well in filling PDFs. Typing, checking boxes (using the checkmark or "x" feature), filling out tables, etc. Saving and editing again works well, though it isn't entirely intuitive the first time.
Customer service was absolutely awesome! I realized, after signing up for a paid subscription, that I no longer needed the service. I cancelled online (or THOUGHT I did), but I must've had a glitch. When I got billed, I called and they issued me a refund no questions asked and zero hassle.
Customer service was incredibly helpful. Product was great for filling out multiple long pdfs that only had slight variations (saved a copy and changed only the fields that I needed). Easy to use and quick to learn.
I cancelled my subscription only because I realized I wouldn't be using it enough to justify the cost. Life changes!
2020-09-01
Slide Note in Proforma Invoice Feature
Slide Note enhances your Proforma Invoice experience by providing clear and concise communication. You can easily add notes that can guide your customers through the invoice process without confusion.
Key Features of Slide Note
Add personalized notes directly to your invoices
Edit notes with ease for quick updates
Attach instructions or conditions for your services
Use templates to maintain a consistent message
Potential Use Cases and Benefits
Provide payment instructions to customers
Explain terms and conditions for services
Offer discounts or promotional messages
Clarify complex project details directly within invoices
Slide Note solves your invoice communication issues by allowing you to insert crucial information on the same document. This reduces miscommunication and streamlines the payment process, making it easier for you and your customers to stay aligned.
#1 usability according to G2
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