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It is a simple process to upload, fill out typed forms, e-sign, and save/print externally.
What do you dislike?
I have not been able to drag and drop from outlook '07. The additional step of saving a document locally and then uploading seems unnecessary.
Recommendations to others considering the product:
This is a very intuitive product that can one can pick up and become proficient with little training or experience.
What problems are you solving with the product? What benefits have you realized?
I have been able to keep from printing countless documents that only need a quick signature only to be scanned in again and emailed out. There is a huge time saving as well being able to cut out those middle steps.
2019-02-25
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2022-08-29
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Once I was proficient in the navigation, I was good.
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I get a fast turnaround on documents that need signed. I can also verify that the documents have been signed while out in the field.
2020-08-25
Share Budget Proposal Feature
The Share Budget Proposal feature makes it easy for you to create, distribute, and manage budget proposals. You can collaborate with your team more effectively, ensuring everyone stays informed and aligned on financial goals.
Key Features
Simple proposal creation with customizable templates
Real-time collaboration with team members
Direct sharing options via email or links
Integrated feedback system for easy revisions
Secure access controls to protect sensitive information
Potential Use Cases and Benefits
Managing departmental budgets during meetings
Submitting project budgets for stakeholder approval
Collaborating across teams for cohesive financial planning
Streamlining budget revisions and approvals
Tracking changes and comments in one accessible place
This feature solves your budgeting challenges by simplifying the proposal process. You no longer have to chase down emails or sift through numerous documents. Instead, you and your team can focus on making informed decisions that drive financial success.
#1 usability according to G2
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