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2016-03-30
Just started so not a lot of feedback yet. It would be nice to be able to review who I sent documents for e-signatures too, so that if I can determine whether or not I made a mistake and have to redo the whole document, or if I have to tell the client to look in their spam folder, or what. Thanks!
2016-06-14
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2018-05-05
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2020-01-24
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This app has been immensely useful. There have been times when I am not at my desk and needed to fill out some forms and this app allowed to me to do so right on my phone. This is life saving productivity.
What do you dislike?
The only thing I disliked was the many screen you need to go through to finally start using it. Other than that, the app is great.
Recommendations to others considering the product:
It is a great app. It just takes a few minutes of patience to get through the screens.
What problems are you solving with the product? What benefits have you realized?
The business problems this app solves is the ability to conduct business anywhere. You are no longer constraint to your desk or an office. This allows for travel and connectivity almost anywhere.
2018-10-29
What do you like best?
I enjoy the way PDF is easy to use and allows us to send out documents quickly. We operate a few different locations remotely and we are able to send out important documents require signatures in less than 5 minutes! Support is great when needed but we seldom have any issues.
What do you dislike?
There are not many issues with it. It would be nice to be able to copy/duplicate documents prior to merging so we do not have to upload them once again.
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If you work remotely, I highly recommend this program. We love being able to email employees and clients in a matter of minutes for documents requiring information on their behalf.
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We are solving travel time and time with paperwork with all of the documents be readily available with just a click. Prior to PDF, we were having to meet with new employees for paperwork. Now, we are able to email them and have them sent back for processing. Our time is being used in a for efficient manner.
I enjoy the way PDF is easy to use and allows us to send out documents quickly. We operate a few different locations remotely and we are able to send out important documents require signatures in less than 5 minutes! Support is great when needed but we seldom have any issues.
What do you dislike?
There are not many issues with it. It would be nice to be able to copy/duplicate documents prior to merging so we do not have to upload them once again.
Recommendations to others considering the product:
If you work remotely, I highly recommend this program. We love being able to email employees and clients in a matter of minutes for documents requiring information on their behalf.
What problems are you solving with the product? What benefits have you realized?
We are solving travel time and time with paperwork with all of the documents be readily available with just a click. Prior to PDF, we were having to meet with new employees for paperwork. Now, we are able to email them and have them sent back for processing. Our time is being used in a for efficient manner.
2020-02-03
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2017-11-14
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2020-08-05
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2025-04-14
Consolidate Currency Settlement Feature
The Consolidate Currency Settlement feature streamlines your currency transactions, making it easier to manage multiple currencies in one place. This tool simplifies the process of settling and tracking currency exchanges. Discover how this feature can enhance your financial operations.
Key Features
Centralized management of multiple currencies
Real-time currency conversion rates
Automated settlement process
Detailed transaction reporting
User-friendly interface
Potential Use Cases and Benefits
Businesses dealing with international clients can streamline payments
E-commerce platforms can manage multiple currency types effortlessly
Financial services can enhance reporting accuracy and speed
Companies can reduce currency exchange risks
Organizations can ensure compliance with local regulations
The Consolidate Currency Settlement feature addresses common challenges in currency management. By providing a single platform for all your currency transactions, it reduces errors and saves time. You can focus on your core business while maintaining control over your finances. Enjoy a clearer view of your currency exposure and make informed decisions.
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What is a settlement currency?
In forex (FX) trading, the settlement currency (also referred to as payment currency) is the second currency listed in the currency pair description (example: EUR.USD). The transaction currency multiplied by the exchange rate will indicate the settlement currency amount for the transaction.
What does it mean to be long a currency?
To go long on a currency means that you buy it, hoping that the price will rise. A long position is expressed in terms of the base currency. A short position occurs when the first currency is sold while the second currency is bought.
What does a currency pair mean?
A currency pair is the quotation of the relative value of a currency unit against the unit of another currency in the foreign exchange market. ... A widely traded currency pair is the relation of the euro against the US dollar, designated as EUR/USD.
What does it mean to short a currency?
What does it mean to go short on a currency? Going short, or short-selling, means that you are betting against the market. In this scenario, you are selling an asset on the assumption that its price will fall, and the more the price falls, the greater your profit.
What does long EUR USD mean?
Trading the EUR/USD currency pair is also known as trading the “euro.” The value of the EUR/USD pair is quoted as 1 euro per x U.S. dollars. For example, if the pair is trading at 1.50, it means it takes 1.5 U.S. dollars to buy 1 euro. 1:33.
How long can you hold a forex position?
If you are a scalper, I would advise you to hold a position from seconds to 30 Minutes. For a day trader, hold the position from at least 30 Minutes an hour to a whole day. Swing trader, from four hours to a few days. Trend trader, from one day to several days.
What is FX settlement?
A foreign exchange spot transaction, also known as FX spot, is an agreement between two parties to buy one currency against selling another currency at an agreed price for settlement on the spot date. The exchange rate at which the transaction is done is called the spot exchange rate.
What is FX settlement risk?
Foreign exchange (FX) settlement risk is the risk of loss when a bank in a foreign exchange transaction pays the currency it sold but does not receive the currency it bought. FX settlement failures can arise from counterparty default, operational problems, market liquidity constraints and other factors.
What is FX deal?
A foreign exchange spot transaction, also known as FX spot, is an agreement between two parties to buy one currency against selling another currency at an agreed price for settlement on the spot date. The exchange rate at which the transaction is done is called the spot exchange rate.
How long do FX trades take to settle?
The settlement date for stocks and bonds is usually two business days after the execution date (T+2). For government securities and options, it's the next business day (T+1). In spot foreign exchange (FX), the date is two business days after the transaction date.
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