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Works great, nice little addition would be the ability to copy sections of already input text and drop more copies of that same text on other parts of the page. Would make what I do ALOT easier.
2015-03-30
Great product but some features were clunky for me during the trial period...specifically send to sign. Hoping for smoother usage with the purchased professional version & after attending the training webina
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2019-11-11
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Ability to edit then fax. Simple to find documents that I have scanned to PDF format.
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Could have a better fax cover sheet, it should be more graphic
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Just do it. Will save you time.
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Saves time
Ability to edit then fax. Simple to find documents that I have scanned to PDF format.
What do you dislike?
Could have a better fax cover sheet, it should be more graphic
Recommendations to others considering the product:
Just do it. Will save you time.
What problems are you solving with the product? What benefits have you realized?
Saves time
2019-08-15
Easy to use.
Easy to use.
I struggled a bit lining up fields with each other, but I guess there is an easier way of doing that than I am doing. For a first timer, I was happy with the experience.
2022-07-18
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2022-02-14
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2021-04-26
Had a problem with my subscription but…
Had a problem with my subscription but Brook was able to help me quickly and with quality assistance. Thank you!
2025-02-07
Add Tags to HVAC Proposal Template Feature
Enhance your HVAC proposals with the innovative Add Tags feature. This tool allows you to categorize and organize your proposals systematically, making it easier to track and manage your projects.
Key Features
Easily assign tags to your proposals
Organize projects by category or status
Quickly search and filter proposals using tags
Streamline your workflow with customizable tagging options
Collaborate with your team using shared tags
Potential Use Cases and Benefits
Improve project management by keeping track of proposal status
Enhance team communication through clear categorization
Identify high-priority projects at a glance
Facilitate quicker access to past proposals for reference
Adapt tags to fit your specific business needs
The Add Tags feature addresses common challenges in managing HVAC proposals. By organizing your documents, you save time and reduce confusion. Easily locate the information you need, streamline your operations, and focus on what matters: serving your clients.
#1 usability according to G2
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