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It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
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2020-06-19
Add Image to Speaker Agreement Template – BaseCRM Version
Streamline your speaker agreement process with the Add Image to Speaker Agreement Template in BaseCRM. This tool allows you to easily customize your agreements by inserting images, making them more visually appealing and personalized. It simplifies your agreements while ensuring they remain professional.
Key Features
Insert images directly into your speaker agreements
User-friendly interface for easy customization
Compatible with BaseCRM for seamless integration
Pre-built templates for quick setup
Option to save and reuse agreements for future events
Potential Use Cases and Benefits
Enhance brand visibility by including logos or promotional images
Create personalized agreements for each speaker
Save time with reusable templates for frequent events
Maintain a professional appearance with visually appealing documents
Facilitate clearer communication with visually supported agreements
This feature effectively addresses your need for attractive and functional agreements. By allowing you to add images, it enhances the clarity and appeal of your agreements, making it easier for speakers to understand their commitments. With a few clicks, you can create agreements that represent your brand well and foster positive relationships with your speakers.
#1 usability according to G2
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