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The dashboard is well laid out and intuitive. It is easy to figure out the functions of buttons without referring to FAQ.
What do you dislike?
There is a little bit of a disconnect when saving your file, it's not always easy to figure where it is being saved.
Recommendations to others considering the product:
Start out with the trial. I think you will be impressed enough to purchase.
What problems are you solving with the product? What benefits have you realized?
For us it has eliminated the need to download, then print a document, fill out the blank fields, then scan it and email it to the requestor.
2019-01-02
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2024-06-18
I just signed up with pdfFiller
I just signed up with pdfFiller
I am a financial Advisor in Edmonton, Alberta Canada
I have been a Broker for 46 years and I use to have an admin assistant that handled all my paperwork
But now I work from home, no admin person or receptionist, I am Chief Bottle washer & Cook
I chatted with Bob Today on a Technical issue on the size of a PDF, He was able to reduce it
I am very happy I found pdfFiller, my new assistant
that doesn't drink my coffee
I will be referring associates to pdfFiller
Thanks
Barry Fisher, JBF Financial
2024-02-06
Extricate Consulting Proposal Feature
The Extricate Consulting Proposal feature revolutionizes how you create and manage proposals for your clients. This tool simplifies the proposal process, making it efficient and straightforward. With this feature, you can ensure clarity and professionalism in your client communications.
Key Features
User-friendly interface for easy navigation
Customizable proposal templates that reflect your brand
Collaborative tools for team input and feedback
Integrated budgeting and pricing calculators
Version control to track changes and updates
Potential Use Cases and Benefits
Create tailored proposals for various client projects
Enhance team collaboration in proposal development
Streamline the review process with built-in feedback options
Improve response rates with visually appealing presentations
Track proposal success through analytics and reporting tools
This feature addresses common challenges such as time-consuming proposal preparation and miscommunication among team members. By using the Extricate Consulting Proposal feature, you can produce clear, concise, and professional proposals faster. Ultimately, this tool helps you secure more deals and foster better client relationships.
#1 usability according to G2
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