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i love the copy feature so I can duplicate forms and just change the dates instead of filling out the whole form again when everything else stays the same.
2017-01-16
Wish there was a way to make all fields NOT-required, and add the required feature to the one I want, rather than undoing. Also, wish there was a way for the app to add fields where they seem to belong.
2018-06-02
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I love this engine because I can graduate the size of letters, be able to type anywhere on the pages and save every minute all forms in secure.
What do you dislike?
I don’t have any inconvenience with this software.
Recommendations to others considering the product:
Is easy to use and it will save you time.
What problems are you solving with the product? What benefits have you realized?
I can login anywhere in the world , I don’t have to save all forms in my computer and I can save my job to continue later. Also I can login on my smartphone using the mobile APP!
2019-05-22
easy software to use and afords most of the functions that I need
the ease of use and the price, availability of pdf acord forms on line, and ability to revise forms with the pdf fromat
does not have some of the functions that would make it even more useful to an insurance agent, i.e. the ability to attach emails and the ability to document conversations for reference and use of other team members
2017-11-20
I encountered a payment issue where I…
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2024-09-17
I started the free trial, and my document has trouble being edited, so I hope this can be sorted. The help was quick and efficient and Kara escalated it when she knew there was a problem, so top marks there. I just hope the techie team can sort the font.
2023-10-29
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2022-11-07
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2022-05-05
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2021-08-31
Fix Expense in the Consulting Agreement
Managing expenses in consulting agreements can be complex. The Fix Expense feature simplifies this process, allowing you to maintain clear and accurate financial oversight.
Key Features
Automated expense tracking and reporting
Customizable expense categories
Real-time updates for expense changes
User-friendly interface for easy navigation
Integration with financial software for seamless data flow
Potential Use Cases and Benefits
Consultants can streamline their billing process and ensure timely payments
Companies can monitor and control project expenses effectively
Freelancers can easily document and manage their operational costs
Finance teams can generate detailed reports for better financial planning
By implementing the Fix Expense feature, you can eliminate confusion around expense management. This solution empowers you to focus on your work, rather than getting lost in paperwork. With clear insights and efficient tracking, you can take control of your financial landscape and make informed decisions.
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