Cut Table in the Salesforce Proposal Template with ease For Free
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Very simple to use and create your own invoice for your company and you can e-mail to your client from the same site that also provides a security code for the receiver to access your invoice and you receive a notice when they do.
2017-03-30
It is sometimes difficult to understand how to use the different functionalities. Your "how to" guides focus on "push this button, then this" but are not focused on the end product (i.e. " how do you create a XXXX")
2018-05-16
What do you like best?
We use it to generate fillable forms for customers - it works very well whether inserting date or image.
What do you dislike?
The document management part is a bit confusing. It can be difficult to work with templates vs documents, and with shared templates or documents.
What problems are you solving with the product? What benefits have you realized?
PDFFiller has made generation of forms - both using their web app and API, extremely productive for our operations team.
We use it to generate fillable forms for customers - it works very well whether inserting date or image.
What do you dislike?
The document management part is a bit confusing. It can be difficult to work with templates vs documents, and with shared templates or documents.
What problems are you solving with the product? What benefits have you realized?
PDFFiller has made generation of forms - both using their web app and API, extremely productive for our operations team.
2019-05-22
What do you like best?
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
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
The soft didn't work for me but the…
The soft didn't work for me but the customer service (Shennen) was answering in seconds and proceed for my refund!
Amazing experience!
2021-11-23
What do you like best?
Very user friendly and stores files on the site.
What do you dislike?
Not much I can say poorly about this product
What problems are you solving with the product? What benefits have you realized?
Editing pdfs for sales quotes, etc.
2021-10-26
I am very impressed with PDF filler and its features. i am not the most computer literate person and i do have a bit of trouble navigating around the program so a demo of some kind would help me a lot if there is one that i can watch. I guess its just a case of playing around with it but there's probably loads of easy shortcuts that i could use if i knew about them .
2021-08-25
i am very impressed with the customer…
i am very impressed with the customer service from how quick they reply, Friendly and polite, and getting done what i asked for help with. I wish all customer service was like you guys. Thank you very much !!!
2021-08-24
Just what I was looking for!
Just what I was looking for! Affordable. Easy to use website because it's user-friendly. I went ahead and got the year subscription because I was very satisfied. The only issue I had was enlarging my signature to use it. But that might be my own human error.
2021-07-09
Cut Table in Salesforce Proposal Template
The Cut Table feature in the Salesforce Proposal Template allows you to streamline your proposal process efficiently. This tool provides a clear and organized way to manage and present your product or service offerings.
Key Features
Customizable table layouts for product offerings
Real-time updates for accurate pricing and descriptions
Easy integration with Salesforce data
User-friendly interface for quick edits and adjustments
Options for adding images and product details
Potential Use Cases and Benefits
Create detailed proposals for clients in various industries
Present product comparisons to enhance decision-making
Generate quotes quickly to win more business opportunities
Maintain consistent branding across all proposals
Track proposal performance and make data-driven decisions
This feature solves the problem of inefficient proposal creation. Instead of spending hours formatting and organizing documents, you can leverage the Cut Table's capabilities to create polished and professional proposals in less time. You gain clarity, save resources, and ultimately improve your client engagement.
#1 usability according to G2
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