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2015-07-23
I really like it. I have not read all of the instructions, but have used it on several forms. Would like to know how to print a form, without all of the background being printed. I mean, I upload a form. Fill it in and then try to print to the form that I have. It prints everything, when I just want to print what I filled in. For instance, had a problem with my QuickBooks. Wanted to print a check, quickly. Thought I will just upload a check, fill it in and print in on my check. It wanted to print everything. Of course, the bank will not take that, because if it just isn't quite right, it can look altered. Is there a way to do it? Of course, as you know everyone just wants to start working and not read the instructions. Thank you
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2021-09-21
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2021-04-16
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2020-11-13
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Customer service was incredibly helpful. Product was great for filling out multiple long pdfs that only had slight variations (saved a copy and changed only the fields that I needed). Easy to use and quick to learn.
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2020-09-01
Rename Deal Feature Overview
The Rename Deal feature empowers you to easily change the names of your deals, ensuring clarity and relevance in your sales pipeline. By using this feature, you can streamline your operations and improve team communication.
Key Features
User-friendly interface for effortless name changes
Instant updates across all sales platforms
Customizable naming options to suit your business needs
Historical tracking of previous deal names
Potential Use Cases and Benefits
Simplifying deal categorization for better organization
Reflecting changes in deal status, strategy, or scope
Enhancing team collaboration with clear and relevant deal names
Improving customer understanding by providing accurate deal descriptions
By using the Rename Deal feature, you can eliminate confusion surrounding your sales deals. It helps you keep your team on the same page and allows customers to recognize and relate to their deals better. In turn, this feature fosters effective communication, reduces errors, and enhances overall productivity.
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