Insert Card in the Quote with ease मुफ़्त में
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This is an outstanding manner to file. However, if the numerical partion could be exactly alligned it would be helpful, especially in filling out IRS forms
2014-05-14
I was please to see that I could edit my spreadsheet. I would suggest that once a work or set of numbers are highlighted that the program automatically is able to identify the font and size of the writing. Otherwise I was very pleased.
2014-08-13
Totally worth the money! You can upload pdf's that aren't fillable and make them fillable. There are also tens of thousands of pdf documents available for downloading - not just forms, but also sample motions and briefs actually filed in court. So it's also a great tool for research.
2014-08-26
Excellent product. Clearly, this was well developed. Kudos to the programming team. Wish it were a little cheaper! Want to get additional customers? Give a military discount.
2014-11-06
Easy to use, but seems like a lot of steps to go through to get to the documents and to save them to my computer. I have to save it to my computer to print it because printing from the program doesn't get it all printed on the 8.5x11" paper so leaves information off.
2015-08-31
trying to learn what all of the features are with this program. We just purchased a corporate account for agents in our insurance office to use and we would be more than interested in a webinar on all the features
2017-04-04
Been incredibly helpful and ultra convenient.  I recommend it to everyone The lists of documents is very beneficial and highly informative
2024-11-10
First time I have had to do the 1023ez on line, so was not confident. I did need help and ya'll certainly gave me the help I needed. I really appreciate your help and the quick responses.
2023-02-01
I used the free trial to compile rent due ledgers for the ************** requirement. I did not cancel on time and was charged $180 dollars. I reached out to support and ****** returned my email within minutes. I provided my information to customer service specialist ****** and he fixed the problem. There wasn't any back and forth emails. It was straight to the point. Thank you ****** for being quick and professional.
2022-04-05
Insert Card in the Quote Feature
Introducing the Insert Card in the Quote feature, designed to enhance your quoting process with ease and efficiency. This tool allows you to insert specific cards into your quotes, streamlining how you present information and ensuring your customers receive a clear picture of your offerings.
Key Features
Seamless card insertion for clear presentation
User-friendly interface for quick access
Customizable options to suit your needs
Real-time updates to keep information current
Use Cases and Benefits
Enhance customer proposals with visual aids
Simplify complex information into digestible cards
Improve communication and understanding for clients
Increase chances of conversion with clear, organized quotes
By incorporating the Insert Card in the Quote feature, you address the common challenge of presenting complex information in a straightforward manner. This tool helps you create organized, appealing quotes that engage your customers, ultimately leading to better decision-making and improved sales outcomes.
#1 usability according to G2
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