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I can take forms from online and my computer and can easily and neatly fill them in. I also love the form creation feature.
What do you dislike?
Learning to create forms is much harder than expected.
Recommendations to others considering the product:
Great service. Uploading and using forms is intuitive and easy. Allow time for learning if creating own forms.
What problems are you solving with the product? What benefits have you realized?
I mainly use it to complete and store forms. I plan to use it to create forms in the future.
2018-01-02
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2019-01-20
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2020-10-18
While Pdr Filer is a great tool
While Pdr Filer is a great tool. Customers should be given some type of training before they use the program. There are many features that are not being utilized because I don't how to they work or that they exist.
2020-08-01
Archive HVAC Proposal Template Feature
The Archive HVAC Proposal Template streamlines your proposal creation process, making it easier for you to focus on what really matters—your customers. This feature helps you prepare thorough and professional HVAC proposals without hassle.
Key Features
Customizable templates for different HVAC services
Easy-to-use interface for quick proposal generation
Cloud storage for easy access to archived proposals
Collaboration tools for team feedback and edits
Tracking features to monitor proposal status
Potential Use Cases and Benefits
HVAC contractors creating proposals for new installations
Service companies bidding on maintenance contracts
Energy auditors submitting evaluations to clients
Business owners seeking financing for HVAC projects
Using the Archive HVAC Proposal Template can solve your proposal challenges by saving you time and reducing errors. With easily customizable options, you can present your services professionally. This efficient approach not only enhances your credibility but also keeps your proposals organized, allowing you to retrieve them effortlessly when needed.
#1 usability according to G2
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