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I had to cancel my subscription right after I got it (the first time) because we were told not electronic signatures. The customer service person I was connected to was very quick with applying my refund and explained the banks general policies. It ended up there was a mistake, so I'm back. I enjoyed the ease of using the product. I was able to pretty much teach myself how to use it. I do look forward to seeing what the webinar has to offer.
2018-03-09
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2019-07-03
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How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
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Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
What problems are you solving with the product? What benefits have you realized?
Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
2019-01-28
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2023-07-22
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2021-07-22
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2020-10-26
I mislead them on my intentions for the service level that I required. Once I brought it to their attention, I answered 3 questions; and the matter was immediately resolved. Outstanding customer service comms. !!!
2020-08-27
I was just quickly looking for a template and bought the trial package and was fully refunded 2 days later.
I was also able to cancel my subscription without any hassles.
Keep up the good work !
2025-03-09
Invoke Salesforce Proposal Template Feature
The Invoke Salesforce Proposal Template feature streamlines your proposal creation process, providing a tailored solution for professionals who want to save time and improve their proposal quality. By integrating directly with Salesforce, this feature helps you generate professional proposals quickly and efficiently.
Key Features
Seamless integration with Salesforce
Customizable templates for various industries
Real-time collaboration with team members
Automated data fetching from Salesforce records
Version control for efficient proposal management
Use Cases and Benefits
Create proposals that align with your sales strategy
Accelerate the proposal turnaround time
Enhance team collaboration during the proposal drafting phase
Maintain brand consistency through standardized templates
Improve accuracy by using up-to-date data from Salesforce
With the Invoke Salesforce Proposal Template feature, you can easily address common proposal challenges such as time constraints and inconsistent formatting. This tool allows you to focus on crafting compelling content rather than formatting and data entry. By automating parts of the proposal process, you will free up more time to engage with your clients and close more deals.
#1 usability according to G2
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