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2019-06-04
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I am making documents more user friendly for my clients. This helps us retain business for ease of paperwork completion.
I like that the system is user friendly. It makes the paperwork process for our clients easier which helps us win and retain a lot of business.
What do you dislike?
Sometimes the system will not allow me to download the forms I've edited. Sometimes there are glitches in the system that prevent us from logging in and saving documents. Sometimes system can be a bit slow, I notice it more in the afternoon where people may use the system more.
Recommendations to others considering the product:
Make sure to explore all functions this product offers! There is a ton of functions for the price you pay, take full advantage and improve your day to day work!
What problems are you solving with the product? What benefits have you realized?
I am making documents more user friendly for my clients. This helps us retain business for ease of paperwork completion.
2019-05-21
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2019-03-12
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It was easy to use and did want i needed to do. However, we starting I selected monthly only to discover it is charging me annually after registering. I didn't like that. Kind of expensive at that rate.
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2021-04-23
Dee was awesome!
Dee was awesome! helped me out in an intricate issue that needed urgent resolution. Patient with me throughout the whole process and very helpful.
2021-02-16
Add Tags to Painting Quote Template Feature
Elevate your painting business with our Add Tags to Painting Quote Template feature. This tool streamlines your operations and enhances your customer interactions. By allowing you to assign tags to your quotes, you can easily find, sort, and refer back to them whenever necessary.
Key Features
Assign custom tags to your painting quotes for easy identification
Search and filter quotes based on tags for efficient management
Organize quotes by project type, client name, or date
Simple, user-friendly interface for quick setup
Seamless integration into your existing quote templates
Potential Use Cases and Benefits
Track project progress with tags related to status (e.g., 'Pending', 'Completed')
Easily retrieve quotes for repeat clients with specific tags
Categorize quotes by services offered, improving customer response time
Analyze performance by tracking quotes by tag over time
Enhance collaboration within your team by sharing tagged quotes
By implementing this feature, you can solve the common problem of managing multiple quotes efficiently. You will no longer need to sift through numerous documents or templates to locate a specific quote. Instead, with simple tags, you can access the information you need promptly and effectively. This provides your team with clarity and your clients with a structured experience.
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