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2021-09-13
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User friendly for clientele. Easy to use from phone, tablet or computer
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dashboard and finding the filled documents easily
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creation of worksheets - forms that require signatures, enrollment forms, etc.
2020-08-21
What do you like best?
User friendly. Can do anything I really need, from editing pdfs, splitting up and saving parts of documents, signed documents, etc.
What do you dislike?
The sign in page can be a bit wonky and hard to see if you're signed in. If you've been signed out and start uploading it puts you into the trial mode, and once you figure out whats going on you have to start over.
What problems are you solving with the product? What benefits have you realized?
Signing documents is really important for me, which is the biggest benefit. But the ability to edit and fill out pdf documents has been wonderful as well.
2020-08-21
Remove Tags from Marketing Proposal Feature
The Remove Tags from Marketing Proposal feature allows you to streamline your proposals by eliminating unnecessary tags. This helps you present clearer, more focused marketing plans to your clients.
Key Features
Easily remove multiple tags with a few clicks
Enhance readability of your marketing proposals
Improve client engagement with clear messaging
Customize tags for targeted proposals
Potential Use Cases and Benefits
Create professional reports free from cluttered tags
Tailor your marketing proposals for specific audiences
Simplify the review process for stakeholders
Increase chances of proposal acceptance by highlighting key information
By using the Remove Tags feature, you can solve the problem of overwhelming your clients with excessive information. You can focus on what truly matters, making it easier for them to understand your proposals. This clarity can increase your chances of closing deals and building long-lasting relationships.
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