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Performance is slow and choppy at times. There is no OBVIOUS way to turn off the popups every single time I go to fill out a form. Transitioning from one form to another is extremely disjointed. There is no clear way to fill out one form and simply move on to the next in a series. If there is a clean workflow in there somewhere, it's not obvious, at least, not for my use case, which is to fill out a form for each of my employees from a remote location, download all and print all for distribution. Seems like every time I finish something, it takes a while to save, and a while to get to the page letting me choose what to do next, which is always to display the file list again, and a while to load the file list. . .rather than simply keeping the filelist persistent and hidden, as would seem same here. Also, this form, won't let me enter more than a character or 2 before kicking me out. I am writing this feedback in a notepad and then copying it in all at once. Awesome.
2017-02-17
It is expensive. You need to reduce the annual price. I also do not like the way the eraser works - it is either very sketchy or one has to save a doc and reload to erase something just done. Very slow and clunky
2017-04-16
IT WAS VERY USEFUL TOMUSE. I WAS ABLE TO SEND MAILPIECE TO MY RECEIVER. IT WAS OKAY BUT THERE WERE MINOR ISSUE AS TO UPLOADING THINGS I WANTED TO FAX OR TO SEND OVER IT WAS A COMLPLICATION WITH THAT.
2018-10-19
What do you like best?
I enjoy very much that I can scan in documents and then fill in and add things to them easily.
What do you dislike?
Very little. But sometimes I find I accidentally click on the up/down bar instead of the buttons. Also, some of the buttons are not intuitive, but trial and error works well, and mistakes are easily deleted.
What problems are you solving with the product? What benefits have you realized?
I used to need a type writer (or hand write) sometimes still to comply with using the forms given to me by the government. Now, I can upload them and use the computer. Much better.
I enjoy very much that I can scan in documents and then fill in and add things to them easily.
What do you dislike?
Very little. But sometimes I find I accidentally click on the up/down bar instead of the buttons. Also, some of the buttons are not intuitive, but trial and error works well, and mistakes are easily deleted.
What problems are you solving with the product? What benefits have you realized?
I used to need a type writer (or hand write) sometimes still to comply with using the forms given to me by the government. Now, I can upload them and use the computer. Much better.
2018-12-22
What do you like best?
I like that the website is very easy to use and allows many different functions, including digital signatures and saving directly into your computer. I also like the options to save a template to use, which saves me a lot of time as I am always using the same forms.
What do you dislike?
I dislike that I always have to log in again every time I use the website.
What problems are you solving with the product? What benefits have you realized?
Digital signatures. Being able to edit PDF with a Mac since most PDF programs are only compatible with windows.
I like that the website is very easy to use and allows many different functions, including digital signatures and saving directly into your computer. I also like the options to save a template to use, which saves me a lot of time as I am always using the same forms.
What do you dislike?
I dislike that I always have to log in again every time I use the website.
What problems are you solving with the product? What benefits have you realized?
Digital signatures. Being able to edit PDF with a Mac since most PDF programs are only compatible with windows.
2019-01-28
What do you like best?
I like that the system is user friendly. It makes the paperwork process for our clients easier which helps us win and retain a lot of business.
What do you dislike?
Sometimes the system will not allow me to download the forms I've edited. Sometimes there are glitches in the system that prevent us from logging in and saving documents. Sometimes system can be a bit slow, I notice it more in the afternoon where people may use the system more.
Recommendations to others considering the product:
Make sure to explore all functions this product offers! There is a ton of functions for the price you pay, take full advantage and improve your day to day work!
What problems are you solving with the product? What benefits have you realized?
I am making documents more user friendly for my clients. This helps us retain business for ease of paperwork completion.
I like that the system is user friendly. It makes the paperwork process for our clients easier which helps us win and retain a lot of business.
What do you dislike?
Sometimes the system will not allow me to download the forms I've edited. Sometimes there are glitches in the system that prevent us from logging in and saving documents. Sometimes system can be a bit slow, I notice it more in the afternoon where people may use the system more.
Recommendations to others considering the product:
Make sure to explore all functions this product offers! There is a ton of functions for the price you pay, take full advantage and improve your day to day work!
What problems are you solving with the product? What benefits have you realized?
I am making documents more user friendly for my clients. This helps us retain business for ease of paperwork completion.
2019-05-21
Great customer service!
I contacted the company when I realized I had signed up for the wrong plan. Within minutes, they replied to my email and refunded me, as well as set me up with the plan that was right for me.
2021-07-24
What do you like best?
The ability to upload documents as templates, to work on completed documents, whether changing page order or add/modify information.
What do you dislike?
I find it challenging to change fonts and text color. I'm not even sure it's possible.
What problems are you solving with the product? What benefits have you realized?
Simplification of creating clear, typed forms that elevate the professionalism of everythign we do.
2021-02-16
Good product for PDF edit
The product itself was great for my needs. Especially was useful the client support, the responce was swift and satisfactory.
2025-02-21
Extricate Salesforce Proposal Template Feature
The Extricate Salesforce Proposal Template streamlines your proposal creation process. With a user-friendly interface, it allows you to focus on your clients rather than paperwork. Whether you are drafting proposals for new clients, presenting ideas, or outlining project scopes, this tool simplifies the task.
Key Features
Customizable templates to suit your branding
Seamless integration with Salesforce for easy data access
Pre-built sections to save time and effort
Automatic updates that reflect real-time changes in information
Collaboration tools for team input and feedback
Potential Use Cases and Benefits
Create professional proposals quickly for potential clients
Standardize proposal formats across teams to ensure consistency
Reduce errors and omissions with guided sections in templates
Share proposals easily with clients and stakeholders
Track proposal progress and client interactions within Salesforce
By using the Extricate Salesforce Proposal Template feature, you tackle the problem of lengthy proposal processes. You save time, enhance accuracy, and impress clients without sacrificing quality. Experience the power of effective proposal management and let your creativity shine through.
#1 usability according to G2
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