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2018-07-13
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I just was able to get the best service ever from Paul. I found I did not use this service as much as I did in the past, but the automatic renewal of payment had gone through. I contacted CS via Support and received a FULL Refund and cancellation of Auto Pay with in 3 minutes flat. Furthermore, received an email with confirmation of my request!! This is the way to do business!! Thank you for making the refund process painless!
2019-05-16
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Some workflow improvements could be made to save clicks and therefore time. Would like more flexibility to send templatized emails
2019-09-18
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In our office we need to fill a lot of IRS, FDOR and Court forms. This software allows us to fill them and save them a feature most of the governmental entities don't allow us. It also allows us to erase and edit all pdfs which makes our lives easier. It also allows you to load a document from every possible location, even has its own data of forms.
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Sam was absolutely awesome! i explained my issue and needless to say i had been trying to figure this out all day and within 5 mins Sam had me on the right path. His excellent customer service and knowledge was a winning combination. Sam is definitely an asset to this companyRhonda W
2021-05-16
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Software works well, I just don't like that they allow you to go all the way through editing your first document before slapping down the paywall.
2020-11-13
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While Pdr Filer is a great tool. Customers should be given some type of training before they use the program. There are many features that are not being utilized because I don't how to they work or that they exist.
2020-08-01
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2025-02-25
Revise Table in the Budget Proposal Feature
The Revise Table in the Budget Proposal feature offers you a streamlined way to manage your financial plans. It helps you create, modify, and organize your budget proposals effortlessly.
Key Features
Easy to use interface for quick adjustments
Real-time collaboration for team input
Customizable tables for various budget scenarios
Automatic calculations for precise budgeting
Export options for sharing with stakeholders
Potential Use Cases and Benefits
Preparing departmental budgets for the upcoming fiscal year
Analyzing past expenses to inform future budgets
Collaborating on proposals with team members in real time
Creating visual presentations for stakeholder meetings
Streamlining the budget review process
With the Revise Table feature, you can tackle common budgeting challenges. It simplifies data entry, reduces the chance of errors, and allows for swift changes. By using this tool, you can feel confident that your budget proposal will be clear, accurate, and ready for review.
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