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2015-05-17
The service works well and is very convenient, however I was disappointed by the way I was able to complete an entire form but was not advised it was not free until the form was completed after spending a couple hours working on it. Since this is a pay service, the consumer should be advised immediately upon accessing any forms on an internet search. In order to preserve my work, I had no choice but to subscribe. Perhaps you should market a new service that charges by the document. I would have gladly paid for that up front. The service itself works very well.
2015-07-02
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2019-11-13
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2019-10-22
Editing pdfs without the need to convert them
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Took some getting used to as it, also in some cases is complicated to get the text in the place i selected to put it
2018-03-23
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2024-08-03
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2023-10-15
Thus far this has been a great experience. It provides all of the forms that I could ever use and it has a docusign version that makes it easy to connect with the clients I am serving.
2022-12-21
Create Record Certificate of Insurance Feature
The Create Record Certificate of Insurance feature streamlines the process of managing your insurance documents. It allows you to create, store, and access certificates quickly and easily. By utilizing this feature, you gain control over your insurance records and reduce the time spent on manual tasks.
Key Features
Simple record creation for multiple insurance policies
Centralized storage for all certificates in one place
Easy retrieval of documents when needed
User-friendly interface for efficient management
Automated reminders for upcoming renewals
Use Cases and Benefits
Ideal for businesses needing to provide proof of insurance to clients
Helpful for property managers requiring certificates from vendors
Useful for event organizers ensuring coverage for events
Beneficial for contractors managing insurance compliance
Advantageous for individuals tracking personal insurance policies
This feature solves your problem by eliminating the stress of managing multiple insurance certificates. With its organized approach, you can focus on your core tasks without worrying about lost or expired documents. Experience peace of mind knowing your insurance records are well-managed and accessible.
#1 usability according to G2
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