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I use it as a healthcare EHR. Very convenient.
What do you dislike?
I only really have one complaint. When I use it to fill my PDF files, the pop up bubble gets in the way after I click a box so then I have to click somewhere else to see my next option.
Recommendations to others considering the product:
Great.
What problems are you solving with the product? What benefits have you realized?
Send to sign is convenient. Send to fax is also nice.
2018-12-20
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Certificates of insurance
I utilize the feature for certificates of insurance. It’s very nice to have the mobile app to be able to use that when I’m on the go .
What do you dislike?
The way it saves documents or re-saves them or use as a template is very confusing . And not all of the options on the desktop version are also available on the mobile version .
What problems are you solving with the product? What benefits have you realized?
Certificates of insurance
2019-02-27
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2020-04-30
Clean Index in the Travel Agency Proposal Template
The Clean Index feature in the Travel Agency Proposal Template provides a streamlined way to present your travel plans. This tool ensures clarity and organization, allowing you to focus on your clients' needs while simplifying proposal creation.
Key Features
User-friendly interface for quick proposal drafting
Customizable templates tailored to different travel services
Integrated budget calculation for clear cost breakdowns
Real-time collaboration tools for team input
Export options to various formats for versatility
Potential Use Cases and Benefits
Create proposals for travel packages that attract and inform clients
Present detailed itineraries that capture client interest and investment
Facilitate team collaboration on travel plans across departments
Provide clients with transparent pricing that builds trust
Streamline the proposal process to save time and boost productivity
By using the Clean Index feature, you can solve the common challenges of proposal creation. It helps you organize information logically, making your proposals easy to read and navigate. This clarity reduces misunderstandings and enhances client relationships. Ultimately, it positions you as a professional in the travel industry, ready to meet and exceed client expectations.
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