Modify Table in the PPC Proposal Template with ease मुफ़्त में
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2023-09-15
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Using it for my real estate and property management business
2021-10-26
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2021-08-04
I love this app but I wish it was more user friendly
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2021-02-16
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Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction.
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Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste.
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2021-02-16
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No more filling in forms with my handwriting.
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Nothing really. I have found it be very helpful.
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A nice looking final document with legible information as opposed to my illegible handwriting. No need for a typewriter to fill in blanks on forms which means more space for other equipment.
2020-08-17
It works!
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2025-05-18
They have been very prompt in getting back to me with any problems and questions. Sometimes, it takes two or more days, but eventually, they get back to me.
2024-12-29
Modify Table in the PPC Proposal Template
The Modify Table feature in the PPC Proposal Template enhances your ability to create clear and customized proposals. This tool allows for easy adjustments, ensuring your proposals are tailored to meet specific client needs.
Key Features
Easy table modifications for quick adjustments
Customizable table formats to fit your style
Drag-and-drop functionality for ease of use
Integration with existing proposal content
Real-time updates to ensure accuracy
Potential Use Cases and Benefits
Create tailored proposals for different clients
Update pricing structures on the fly
Visualize data for better client understanding
Streamline your proposal process to save time
Enhance the professionalism of your presentations
This feature solves your problem of rigid and outdated proposal formats. With Modify Table, you gain control over your proposal's design and content. You can easily adapt tables to showcase relevant data, making your proposals more effective and engaging.
#1 usability according to G2
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