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Initially, it was a bit confusing. However, after using the program a few times, I am delighted. I very much like the fact that I can take a printed form, scan it, and then fill it in and print it. The result is very professional looking. Still not sure how to change fonts.
2015-02-18
EASY TO USE- This program satisfies my need and most important, it is very easy to use. Im not one for reading directions- This program is so easy- it is a joy to use. Love It!
2015-02-17
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
Filling out form was fine. I felt like I should have been told there was a cost associated with use before I filled out form, not when I finished. At that point I didn't feel like handwriting everything, so I paid for subscription. I can't justify spending $72.00 a year for something I will seldom use. Wish I would have known up front this was not free.
2016-07-21
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2017-07-18
What do you like best?
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
2020-02-03
Took a bit to find the "how to use Zapier" tricks (Zapier had a link), and to learn how to use Fillable Fields properly. However, once over that hump, this service is fantastic. My workflows will be faster and cleaner from this point forward!!!
2022-10-29
I printed five copies of 47 pages that…
I printed five copies of 47 pages that were pretty easy to print, collate, print from my printer overall my experience was that it is a pleasant experience.
2022-08-17
Only ever used Adobe in the past. Found this affordable option. It is fantastic. User friendly and effective app. I applied for a rental with a heap of forms to fill out and now our family are living in it. I accidentally signed the 1year subscription. Advised that I only wanted to use it during the trial period for a purpose and happy to pay for one month. They communication was quick and on point. They summarised and actioned exactly what I requested. Only charged me $30 for the month and cancelled my future subscription. I would happily use this again. Thank you.
2022-03-28
Set Access to HVAC Proposal Template
The Set Access to HVAC Proposal Template feature simplifies the creation and management of HVAC proposals. With this tool, you gain the ability to easily customize your approach to clients, ensuring that every proposal reflects your unique offerings and value.
Key Features
User-friendly interface for easy navigation
Customizable templates tailored to specific HVAC services
Real-time editing and collaboration capabilities
Secure access control to protect sensitive information
Integrated client communication tools for follow-up
Potential Use Cases and Benefits
Generate precise and professional proposals for residential and commercial HVAC projects
Enhance team collaboration with shared access to proposals
Improve turnaround time for proposal submissions to clients
Increase client satisfaction with personalized and detailed offerings
Achieve consistent branding across all documents
By implementing the Set Access to HVAC Proposal Template feature, you can resolve issues related to proposal management and client engagement. This tool streamlines your workflow, reduces errors, and ensures that your proposals speak directly to your client’s needs. Ultimately, it empowers you to present your HVAC services effectively, leading to increased conversions and stronger client relationships.
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