Clean Up Table in the Allocation Agreement with ease For Free
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It was a life saver for me as I transitioned my insurance business. It looks so much more professional to import supplemental applications and forms and complete them with a keyboard. In the past, I did them by hand even though I worked for one of the largest insurance agencies in the country. In the past, I was unaware of your product, or I would have bought it myself to use.
2015-08-17
It was the only source I could find to obtain 2014 Form 990 forms. The IRS site shows 2014 forms tabs but they are for 2015 which is the wrong form. I could not find the supplemental forms I needed by searching the website so I gave up and contacted customer support on your chat line. The rep was very polite and sought out all the supplemental forms I needed to finish the job. That's a real plus but I should have been able to find the forms on the website.
2015-12-14
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2019-07-03
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Honestly it’s pretty solid all the way around, maybe if there were an easier way to export files but that’s really no big deal.
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Filling out contracts, financial forms, NDA’s - really anything associated with my business. It saves me a ton of time.
I use it for contracts on a day to day basis and it’s extremely easy to use and very helpful.
What do you dislike?
Honestly it’s pretty solid all the way around, maybe if there were an easier way to export files but that’s really no big deal.
Recommendations to others considering the product:
Get it.
What problems are you solving with the product? What benefits have you realized?
Filling out contracts, financial forms, NDA’s - really anything associated with my business. It saves me a ton of time.
2019-11-05
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I like that I can add fillable fields and replace texts
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I don't like that the font does not stay the same when you edit the text
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E-signatures
I like that I can add fillable fields and replace texts
What do you dislike?
I don't like that the font does not stay the same when you edit the text
What problems are you solving with the product? What benefits have you realized?
E-signatures
2019-11-05
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2018-06-21
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2024-02-06
Fabulous for filling out any forms online, especially...
Fabulous for filling out any forms online, especially when online applications are not quite right, you can line up any type of print in the boxes to look professional, even check mark in boxes!
2020-08-16
Combining two files was relatively easy once I read the How to Guide three times to figure it out. But editing text in the file resulted in a change in the font that was not particularly satisfying and could not be corrected.
2020-06-10
Clean Up Table in Allocation Agreement
The Clean Up Table feature in the Allocation Agreement streamlines your data management process. It allows you to efficiently manage and tidy up your records, ensuring accuracy and clarity across your projects.
Key Features
Simplifies data organization
Facilitates quick removal of unnecessary entries
Enhances overall data accuracy
Supports user-friendly interface for easy navigation
Integrates seamlessly with existing systems
Use Cases and Benefits
Ideal for project managers looking to maintain organized records
Perfect for teams needing to quickly clean up data after events
Useful for accountants ensuring financial records are clear and correct
Supports compliance by allowing easy tracking and managing of data
By utilizing the Clean Up Table, you can address common data clutter issues. This feature helps you maintain an orderly workspace, making it easier to find and manage important information. Say goodbye to confusion and inefficiency; let this tool simplify your tasks.
#1 usability according to G2
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