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The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
2020-02-03
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2019-05-22
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2024-05-16
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it as word document.
2023-10-12
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2020-07-15
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2020-05-28
Export Roofing Proposal Template
The Export Roofing Proposal Template simplifies your proposal process, enabling you to create professional documents with ease. This template is designed for contractors, architects, and project managers looking to save time and enhance their presentation.
Key Features
Customizable layout to fit your brand
Pre-defined sections for estimates, scope of work, and terms
Easy-to-use fill-in fields for quick editing
Compatible with various software platforms
Option to include images and diagrams
Potential Use Cases and Benefits
Streamline the process of creating roofing proposals for clients
Improve communication with clear and organized documents
Boost your professional image with well-structured proposals
Enhance client understanding with detailed breakdowns of costs
Save time by reusing and modifying existing templates for new projects
This template addresses the common challenge of generating consistent and high-quality proposals. By providing a structured framework, it allows you to focus more on your roofing projects instead of getting bogged down in paperwork. With this tool, you can enhance your efficiency, maintain professionalism, and ultimately win more contracts.
#1 usability according to G2
Try the PDF solution that respects your time.