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Ability to edit then fax. Simple to find documents that I have scanned to PDF format.
What do you dislike?
Could have a better fax cover sheet, it should be more graphic
Recommendations to others considering the product:
Just do it. Will save you time.
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2021-01-15
cost per document option
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2020-12-07
Combining two files was relatively easy once I read the How to Guide three times to figure it out. But editing text in the file resulted in a change in the font that was not particularly satisfying and could not be corrected.
2020-06-10
Pre-fill Investment Proposal Template Feature
Introducing the Pre-fill Investment Proposal Template feature, designed to streamline your investment proposal process. This feature allows you to create well-structured proposals quickly, saving you valuable time and effort.
Key Features
Automatic generation of proposal content based on user inputs
Easy customization options for personalized proposals
User-friendly interface for straightforward navigation
Template library with various designs to suit your style
Compatibility with multiple devices for on-the-go access
Potential Use Cases and Benefits
Ideal for startups seeking funding to present to investors
Helpful for financial advisors in creating proposals for clients
Useful for professionals managing multiple investment projects
Beneficial for saving time during the proposal preparation stage
Effective in maintaining consistency across all proposals
This feature can solve your proposal challenges by eliminating the need to start from scratch. You can populate fields with relevant information, resulting in a cohesive and professional document. By using the Pre-fill Investment Proposal Template, you enhance your efficiency and focus on what matters—growing your investments.
#1 usability according to G2
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