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2017-10-05
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2019-04-04
It was quick and convenient. The only problem I had is that the updated form was not the correct one sent to the email. It continued to send and older version.
2019-11-12
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Ability to create templates (e.g. for billing) and changing dates when needed.
What do you dislike?
too much to choose from when importing records from the library
What problems are you solving with the product? What benefits have you realized?
Able to access files and email or fax at will when on the road.
Ability to create templates (e.g. for billing) and changing dates when needed.
What do you dislike?
too much to choose from when importing records from the library
What problems are you solving with the product? What benefits have you realized?
Able to access files and email or fax at will when on the road.
2019-02-25
IT WAS A GREAT SOFTWARE BUT I HOPE YOU…
IT WAS A GREAT SOFTWARE BUT I HOPE YOU CAN HAVE PESO CURRENCY TO PURCHASE THIS PREMIUM SINCE I AM STILL AT TRIAL USE.
2024-02-13
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2021-10-10
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2021-04-16
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I receive notifications to my Gmail account on my phone and the computer. I like knowing when documents I fax for insurance companies and claims are received or if there was an error. I like the Word to PDF option and how I can send signature requests to individuals. I like the editing features as well.
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Recommendations to others considering the product:
This is very simple to understand and use. I've utilized it every day since since I purchased it back around February 2020. It also keeps a paper trail audit which is helpful.
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I can send faxes directly from my computer/printer or my cell phone. It is very convenient. I know immediately if the fax was not received. I know when I receive a fax, which is also nice. It is very beneficial for a small mental health business. I like the feature of email faxing and document creation, as well as uploading my own templates to send out to my clientele.
2020-11-10
Merge Recapitalization Agreement Feature
The Merge Recapitalization Agreement feature provides your business a streamlined approach to restructuring ownership and capital in a merger setting. This tool simplifies the process and enhances collaboration among stakeholders.
Key Features
Facilitates clear communication for all parties involved in the merger
Offers customizable agreement templates tailored to your needs
Supports transparent valuation and equity allocation
Ensures compliance with applicable laws and regulations
Includes tracking and reporting tools for easy progress monitoring
Potential Use Cases and Benefits
Companies looking to merge can simplify the legal and financial framework
Startups wanting to attract investors by clarifying ownership stakes
Firms aiming to restructure their capital for better financial health
Organizations needing to quickly adapt to market changes
By using the Merge Recapitalization Agreement feature, your organization can effectively address complexities in mergers and acquisitions. This feature allows you to maintain clarity and direction in your transactions, reducing potential misunderstandings and ensuring smoother transitions. You can navigate the merger process with confidence, knowing you have the right tools to support your goals.
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