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2016-08-22
For the most part, it is a helpful tool. However, I will need to cancel my initial free subscription because one of the documents I would be using on a bi-weekly basis would be for payroll purposes. Unfortunately, when I scanned the document, I was not able to enter numbers in the fields. After several attempts, I checked the hardcopy document and it has a feature, which requires an applicant to fill in the document with a blue pen, something I was not aware of ahead of time. Evidently, the company had the documented protected to only read "handwritten", blue pen entries. I would be using the document as mentioned above for other candidates on a weekly basis and since this product, through no fault of its own, won't allow me to do that, it doesn't serve my business purposes.
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The challenges pertain to sharing documents. I was not signed up for the E-Sign upgrade, and shouldn't need to be in order to obtain client signatures, as far as I can tell. However, I don't mind signing up for E-Sign, and because the price is very reasonable, I went ahead and upgraded. I'm not certain what level of security is necessary for my line of work, and there are numerous choices available. Also, I had a problem when asking for phone number authentication, something that apparently can't be used when a document is emailed vs. sending a link. I'm still learning, but this is easily the most user-friendly .pdf system that allows for client signatures AND .pdf creations and edits, all while retaining security measures.
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2018-10-30
Customer ******* is *********! The support staff (****) spent 45 minutes with me getting through the steps I needed to save and print my document. **** was extremely patient and walked me through the steps a second time. I give them a five!!
2021-05-21
The advisor "Kara" was quick and easy…
The advisor "Kara" was quick and easy to speak with and resolved my query in a span of time. Great service.
2021-02-19
I lost a few completed PDF forms before I successfully saved one but overall this website is a great place to work from and one I couldn't have done without
2020-08-21
this is an very good website
this is an very good website. i can literally do almost do more things with this program than with Word.I wonder if there is an app version.
2020-05-28
Pre-fill Bank Loan Agreement Feature
The Pre-fill Bank Loan Agreement feature simplifies the process of securing a loan by auto-populating necessary information, reducing time and effort for both lenders and borrowers.
Key Features
Auto-populates borrower information from existing databases
Integrates seamlessly with bank systems
Ensures compliance with legal requirements
Provides customizable templates for different loan types
Offers real-time editing and collaboration tools
Potential Use Cases and Benefits
Banks can streamline loan processing, improving customer satisfaction
Borrowers can quickly review terms without tedious data entry
Lenders can reduce errors associated with manual input
Financial institutions can enhance productivity and speed
Both parties can save time and reduce frustration during the loan process
By using the Pre-fill Bank Loan Agreement feature, you will find a faster, more efficient way to complete loan agreements. This tool addresses the common challenges of data entry and accuracy, allowing you to focus on what truly matters—securing the right loan for your needs.
#1 usability according to G2
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