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I like it but only need to fill in a few forms a year so it's not cost efficient for me. I would pay if the pricing were different. Instead I'll just unsubscribe.
2019-02-07
What do you like best?
I can open any file anywhere, edit and email or fax without having to print anything. I use this feature all the time
What do you dislike?
A couple of the functions are a bit clunky
What problems are you solving with the product? What benefits have you realized?
I have terrible handwriting and I need to print on PDFs constantly.
I can open any file anywhere, edit and email or fax without having to print anything. I use this feature all the time
What do you dislike?
A couple of the functions are a bit clunky
What problems are you solving with the product? What benefits have you realized?
I have terrible handwriting and I need to print on PDFs constantly.
2019-01-30
Happy User
we have accidentally deleted some forms and we couldn't find it, but our overall experience is great
easy to create a fillable forms and let our clients to fill
need to pay upgrade to get certain function, like just directly download the filled form from my clients
2019-03-19
I have only used it to get the 1500 form used in billing. I like that you can save your info.
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2017-11-24
Support has been helpful several times.
Support has been helpful several times.
It takes a bit of patience, but whenever I need help, they have been able to solve my problem succesfully!
2024-09-18
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I had made a mistake with my purchase plan, and Kara was extremely awesome in helping me get it resolved so fast. Such a. If weight off of my shoulders. Such good customer care. I’m so very appreciative of their team!
2023-02-27
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- Supports multiple document formats (images, multitude of text data interchange)
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"Save" to desktop is usually 2 clicks. There could be a 1 click implementation.
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- Huge improvement from Adobe Acrobat to complete forms
- Templates are easy to build
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2022-11-03
Kara was true expert and super patient…
Kara was true expert and super patient and understanding. She also gave me links to help guide me further. Thank you so much Kara!
2022-02-22
I haven't even had a chance to try it…
I haven't even had a chance to try it out yet. I'm already paying for it -- let me use it for a while!!
2020-11-05
Set Access to Roofing Proposal Template Feature
The Set Access to Roofing Proposal Template feature helps you manage your roofing proposals with ease and security. You can decide who gets to view, edit, or share your roofing proposals, ensuring that your sensitive information remains protected.
Key Features
Customizable access levels for team members
Secure sharing options for clients and contractors
User-friendly interface for easy navigation
Audit trails to track changes and access
Integration capabilities with existing tools
Use Cases and Benefits
Enhances collaboration among project teams
Streamlines communication with clients and stakeholders
Increases efficiency in proposal management
Mitigates risks by controlling document access
Facilitates compliance with industry standards
By using the Set Access to Roofing Proposal Template feature, you empower your team to work more effectively while maintaining control over sensitive information. This feature addresses common challenges, such as unauthorized access and miscommunication, allowing you to focus on delivering exceptional roofing services with confidence.
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