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2018-03-26
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Only downside is not having an autosave when working on a PDF and after being distracted by other people returning to the PDF to find you need to restart.
Recommendations to others considering the product:
Quality solution to alter PDFs to be tailored to suit a particular presentation to a client
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Changing PDF's to be tailored and personal as per each individual client that we present to
Ease of changing a PDF to suit a particular need and/or make corrections to a PDF to present to a different customers
What do you dislike?
Only downside is not having an autosave when working on a PDF and after being distracted by other people returning to the PDF to find you need to restart.
Recommendations to others considering the product:
Quality solution to alter PDFs to be tailored to suit a particular presentation to a client
What problems are you solving with the product? What benefits have you realized?
Changing PDF's to be tailored and personal as per each individual client that we present to
2019-04-23
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2023-11-10
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2021-02-05
A very easy to use to file your claim
A very easy to use to file your claim, and I never have any problem logging in. I highly recommend this site, I am very satisfied. They just give me access to the Insurance portal that is why I have to unsubscribe. I will use this in the future.
2020-11-20
Notify Investment Agreement Feature
The Notify Investment Agreement feature simplifies the investment process and ensures all parties stay informed. This tool helps you communicate essential updates in real-time, so you can focus on making decisions that matter.
Key Features
Real-time notifications to stakeholders
Customizable alert settings for specific events
Secure and efficient document management
Integration with existing investment platforms
Potential Use Cases and Benefits
Investment managers can keep clients updated on changes to agreements
Financial advisors can alert clients to important deadlines
Startups can inform investors about funding milestones
Companies can maintain transparency with stakeholders
The Notify Investment Agreement feature addresses common communication challenges in investment management. By providing timely information to all relevant parties, you reduce misunderstandings and build trust. With this feature, you can streamline the investment process and enhance collaboration, leading to better decisions and outcomes.
#1 usability according to G2
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