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Ben E

2017-12-27

I did not like the way my card was charged the $120 initial annual fee. I only wanted to pay by month. That was misleading and I did not appreciate it. If your going to offer the monthly plan, offer it, make the wording more clear. don't try and trick people into the yearly plan and make them go through customer service to get the refund. The reason I give four stars is because (1) the customer service rep was so helpful in getting me my refund back and (2) you have an awesome product. It is really working well for me.

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Consultant in Financial Services

2018-01-17

What do you like best?
Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
What do you dislike?
I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus

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