Paste Table in the Portrait Party Invoices with ease Gratuito
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2015-10-28
I am having trouble with the Schedule B when it gets half way down the page my screen jumps back to the top and I have a hard time making sure everything is on the right line
2018-11-08
Very helpful tool for 1099. How do you auto populate though. I find it tedious to manually type the same info over and over. Still WAY better than the alternative though. Thanks.
2019-02-11
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I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
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It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
2019-02-25
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Initially it was tough finding out where things were and where the files ended up when saved or converted over to be fillable. I think the menu could be simplified and reorganized.
2020-09-29
Paste Table in Portrait Party Invoices
The Paste Table feature in Portrait Party Invoices simplifies the process of managing your financial documents. You can easily paste data into your invoices, which saves time and reduces errors. This tool is designed for efficiency and flexibility, making it an ideal choice for professionals who value organization.
Key Features
Seamlessly paste tables from various applications
Support for multiple data formats
User-friendly interface allowing quick edits
Instant updates to reflect changes in real time
Potential Use Cases and Benefits
Use it for creating detailed invoices without manual entry
Ideal for accountants needing to compile data from reports
Perfect for businesses that require consistent invoicing standards
Enhances collaboration by allowing data sharing among team members
With the Paste Table feature, you can tackle common invoicing challenges. Instead of spending hours formatting data or filling in tables, you can paste your information with ease. This capability not only improves your accuracy but also enhances your productivity. Deliver professional invoices quickly and spend more time on what truly matters.
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