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This is a very good program but the monthly fee is high. It would be well worth the cost if you were filling out hundreds of pdfs each month, but for one or two forms, it's hard to justify the expense.
2014-09-11
This is my first attempt at using your system but so far so good. I'll answer other surveys later after I have had some experience with the system.
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2015-08-31
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2017-04-04
I wanted to create 2 additional 1099s but was unable to find that option so closed and requested it be sent to IRS. Now I know I should have selected "template" but have not been able to get that to work. Made another, and no option to send to IRS
2019-01-29
What do you like best?
I love the template feature. Working for multiple physicians practices and several providers, it's so nice to be able change the provider name so easily and even organize my documents into folders that I can access no matter where I am!
What do you dislike?
I don't have any complaints. I love the features.
What problems are you solving with the product? What benefits have you realized?
I am able to be sufficient and quickly prepare forms from anywhere I may be.
I love the template feature. Working for multiple physicians practices and several providers, it's so nice to be able change the provider name so easily and even organize my documents into folders that I can access no matter where I am!
What do you dislike?
I don't have any complaints. I love the features.
What problems are you solving with the product? What benefits have you realized?
I am able to be sufficient and quickly prepare forms from anywhere I may be.
2019-05-30
Customer service is fantastic and the…
Customer service is fantastic and the product is super easy to use and convenient. Will be renewing my subscription when I need to edit pdfs regularly in the future.
2020-04-07
I had to do profit and loss statements for my boss but I did not know how to change the form itself as a template. I needed more time to get help but I was in a hurry.
2020-10-02
Add Tags to Video Production Proposal Feature
Enhance your video production proposals with the Add Tags feature. This tool allows you to categorize and streamline your projects effectively. Imagine how organized and efficient your workflow could be with just a few clicks.
Key Features of Add Tags
Create custom tags for easy identification
Search and filter proposals quickly using tags
Integrate tags into existing workflows seamlessly
Track the progress of proposals by tag categories
Collaborate with team members using shared tags
Use Cases and Benefits
Organize video proposals for different clients or projects
Simplify the retrieval of past proposals based on categories
Enable team members to work more efficiently and collaboratively
Improve communication around project expectations through clear tagging
Reduce the time spent searching for information or proposals
The Add Tags feature addresses common challenges in managing video production proposals. By implementing this feature, you can eliminate confusion and decrease the risk of losing important information. It empowers you to focus on what matters most—delivering quality video content to your clients.
#1 usability according to G2
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