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Accidently joined the annual membership and they promply refunded my money. Also it is very easy to use, well organized just like a pdf email box with several options available.
2016-08-31
It's not as easy to follow as you think it is. For example, Save As is a command that most of us think as a file name, not application such as PDF or Docx. I now have to go back and find the document, add the signature and then, change the name of the file, somehow from the template to a specific client's file.
2018-08-06
Difficult to naviagte
Frustrating... but it may work better on a computer rather than an ipad.
I like that you can create password protected files and templates to sign if there's is sensitive information needing to be shared.
The overall function seem to be helpful, but difficult to use on an ipad for sure! I found it difficult to attempt to build a template as you cannot move the fields you create once you place them. It can make for a sloppy look in your template.
2019-02-02
Provided ease by timely consistence and effortless interface in preparing & modifying quality forms.
Ease of use. From downloading to modifying. Short learning curve. Provided easy solution to modifying old forms by scanning/uploading and easy modification.
From what little I used it to create new forms, more flexibility would have been nice for import and modifying images. But since I rarely used this program for creation I may not have explored the features properly.
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2021-09-01
I have only used it once before and I like it. Some of the fill-in spaces are challenging, but I'm sure it is because I haven't mastered the software yet.
2021-06-17
Easy to use and looks very professional
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2020-08-27
Its great overall for all the services…
Its great overall for all the services but hated the part where it reveals at the end that subscription is a must.
2025-01-21
Update Investor Rights Agreement Feature
The Update Investor Rights Agreement feature provides you with an efficient way to manage and revise the terms of your investment agreements. With this feature, you can ensure that your investor relationships remain transparent and compliant with evolving regulations.
Key Features
Seamless updates to existing agreements
User-friendly interface for easy navigation
Real-time collaboration tools for team input
Automated notifications for important changes
Customizable templates for specific investor needs
Potential Use Cases and Benefits
Adapt agreements as business needs evolve
Enhance communication with investors through clear updates
Minimize legal risks by maintaining compliance
Streamline the approval process with team involvement
Preserve strong relationships with investors by keeping them informed
This feature helps you solve problems related to outdated agreements and miscommunication with investors. By keeping your agreements current and aligned with regulations, you avoid misunderstandings and enhance trust. Embrace this tool to make your investment management smoother and more effective.
#1 usability according to G2
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