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What do you like best?
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.
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
Extremely Useful, Slightly Non-Intuitive
Love the program/service/software and all its online functions, including the US Legal Forms integration for documents like wills and trusts. But it is a little clunky/non-intuitive in terms of user experience and interaction–be prepared to spend time clicking around to find not only your own documents, but also the service's libraries. Looking forward to integrating with third-party/external cloud storage.
2024-01-19
I like the professional government…
I like the professional government templates available but the layout of the actual site is a little tricky to understand how everything works on it.
2023-03-09
The product solved my problem and I got…
The product solved my problem and I got a refund without any difficulties when I forgot to cancel my monthly subscription.
2022-02-23
Fairly easy to navigate
Fairly easy to navigate. Text does not always line up exactly right, but close enough to make the document readable. Overall, very pleased with the service.
2021-03-08
Kara was excellent
Kara was excellent, she handled my query quickly and efficiently. She sent me confirmation emails as requested. In short, I couldn't have asked for better customer service. Thank you.
2020-12-24
I love the product just don't have the need to justify a full subscription. I enjoyed the trial period and had great Customer Service when needed. Very prompt with replies. I would recommend this product.
2020-10-02
Support is very helpful.
I had to cancel my subscription as I am out of work. They were very helpful in assisting me in canceling my account.Hopefully, when I can, I will be able to resubscribe.
2020-09-14
This is my first time dealing with PDFFILLER! There were some issues and they quickly assisted in resolving the areas in question . I would recommend them to business professionals and someone like me that has a periodic need for administrative documents.
2020-05-03
Archive PandaDoc Sample Sales Proposal Feature
Maximize your sales efficiency with the Archive PandaDoc Sample Sales Proposal feature. This tool streamlines the creation and storage of sales proposals, allowing you to focus on closing deals. You can access a variety of sample sales proposals tailored to different industries and customer needs, making it easier to create personalized proposals that resonate with your clients.
Key Features
Pre-built templates for various industries
Customizable proposal sections for personalization
Built-in approval workflows to speed up processes
Easy tracking of proposal status and client interactions
Secure cloud storage for easy access and sharing
Potential Use Cases and Benefits
Create engaging proposals that outline your services
Streamline the approval process for faster turnaround
Enhance collaboration among team members with shared access
Implement quick follow-ups with clients using tracking features
Reduce errors and improve consistency with templates
With Archive PandaDoc Sample Sales Proposal, you can address common challenges such as proposal delays and inconsistent messaging. By utilizing this feature, you ensure that every proposal reflects your brand accurately and meets the specific needs of your clients. This approach ultimately leads to higher approval rates and increased sales.
#1 usability according to G2
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