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I had to cancel my subscription right after I got it (the first time) because we were told not electronic signatures. The customer service person I was connected to was very quick with applying my refund and explained the banks general policies. It ended up there was a mistake, so I'm back. I enjoyed the ease of using the product. I was able to pretty much teach myself how to use it. I do look forward to seeing what the webinar has to offer.
2018-03-09
I did not like the fact that when you decided to make it a service that charges you money, there was no warning. It forced you to pay if you wanted to keep your documents. I'm past that now and I am really ENJOYING it now that I am a paying customer.
2018-05-14
Excellent!!! If this doesn't help you in today's busy office nothing will. I compare it to driving downtown. You know where you want to go but can't because of all the 1-way streets. It opens up all the roads.
2019-07-03
What do you like best?
How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
What problems are you solving with the product? What benefits have you realized?
Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
What problems are you solving with the product? What benefits have you realized?
Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
2019-01-28
Highly Satisfied
I found the app simple to use. I did not expect such fast human responses to queries. Impressed with the customer service and support.
2023-07-22
Pretty Nice
Really well made app, easy to use, fantastic for editing really any PDF you have. Very responsive and nice customer service, and I overall had a great experience for the time I used it.
2021-07-22
Fantastic
i adore this. Used it for my son for distant learning for many of his projects and class work. Also now helping with work from home. Making my job easier. Not needed to scan as much.
2020-10-26
I mislead them on my intentions for the service level that I required. Once I brought it to their attention, I answered 3 questions; and the matter was immediately resolved. Outstanding customer service comms. !!!
2020-08-27
I was just quickly looking for a template and bought the trial package and was fully refunded 2 days later.
I was also able to cancel my subscription without any hassles.
Keep up the good work !
2025-03-09
Invoke Salesforce Proposal Template Feature
The Invoke Salesforce Proposal Template feature streamlines your proposal creation process, providing a tailored solution for professionals who want to save time and improve their proposal quality. By integrating directly with Salesforce, this feature helps you generate professional proposals quickly and efficiently.
Key Features
Seamless integration with Salesforce
Customizable templates for various industries
Real-time collaboration with team members
Automated data fetching from Salesforce records
Version control for efficient proposal management
Use Cases and Benefits
Create proposals that align with your sales strategy
Accelerate the proposal turnaround time
Enhance team collaboration during the proposal drafting phase
Maintain brand consistency through standardized templates
Improve accuracy by using up-to-date data from Salesforce
With the Invoke Salesforce Proposal Template feature, you can easily address common proposal challenges such as time constraints and inconsistent formatting. This tool allows you to focus on crafting compelling content rather than formatting and data entry. By automating parts of the proposal process, you will free up more time to engage with your clients and close more deals.
#1 usability according to G2
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