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2020-08-23
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I usually dont like to take time to review but this one is warranted and a long time coming. What I like best is how many hours it has saved us. We subscribe to several tools and PDFFiller is one of them that we use on a daily basis at the office. I cannot tell you how much time this has saved us especially while submitting proposals. We also love the fact that it has an inbuilt ability to send out e-signature similar to docusign so we do not have to subscribe to a separate service for that. If there is one tool that has given us a 100x return on our investment that is PDFFiller. I am also thankful to the PDFFiller team as they keep on innovating and adding new features.
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Avoids us having to scan docs
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This is one of the MUST HAVE productivity tools in your arsenal.
2020-08-06
Clear Salesforce Proposal Template
The Clear Salesforce Proposal Template streamlines your proposal process, helping you create professional documents quickly. This feature is designed to improve efficiency and enhance communication with clients.
Key Features
Customizable templates that fit various business needs
Easy integration with Salesforce functionality
User-friendly interface for quick edits and adjustments
Automatic updates as your Salesforce data changes
Collaboration tools for team input and feedback
Potential Use Cases and Benefits
Creating proposals for client projects and bids
Simplifying the approval process for stakeholder reviews
Tracking proposal performance and adjusting strategies
Enhancing consistency across proposals for branding purposes
Reducing time spent on manual document creation
By using the Clear Salesforce Proposal Template, you can solve common challenges like time delays and inconsistent messaging. This tool allows you to respond to opportunities more swiftly, ensuring you stay ahead in competitive environments. Simplify your proposal creation and focus on building valuable client relationships.
#1 usability according to G2
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