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My only issue was with advanced features. Would have liked to know ahead of time that they were additional fee. Everything looks included and don't like being told something cost money after the fact. Second, when telling me I had to upgrade to get additional feature, it should show the difference between what I am paying verses the new amount. I was on personal plan ($6) but to get the features I needed it was ($10). It said it was $10 for advanced plan but I didn't know if that meant $10 MORE than I was already paying. I had to open site in incognito mode, look at plans to figure it out... not fun.
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2016-07-16
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I can service my clients fasters.
I like the chat help desk. I liken having a person I can chat with without a long delay. I really do not like have a charter limit on my response, I really do not have that much to say, therefore you get fluff.
What do you dislike?
not being able to locate the forms needed at times. Sometimes hen I attempt to use the form, I do not know the form number and it causes a delay. I do not like having a 40 Character limit for the questions. I really do not have that much to say
Recommendations to others considering the product:
I would recommend this product ,because it allows my agency to provide the client with the information needed. I really do not have any additional information to supply.
What problems are you solving with the product? What benefits have you realized?
I can service my clients fasters.
2019-01-02
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Ease of using the app online - ease of editing any type of document online and savings it
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Nothing - we like the product. It is easy to use and save files.
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Revising PDF Forms - to be filled or revised. Price sheets, forms, etc.
Ease of using the app online - ease of editing any type of document online and savings it
What do you dislike?
Nothing - we like the product. It is easy to use and save files.
What problems are you solving with the product? What benefits have you realized?
Revising PDF Forms - to be filled or revised. Price sheets, forms, etc.
2019-05-28
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2018-03-28
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2021-07-13
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2025-06-15
Insert Table in Job Quote Feature
The Insert Table feature in the Job Quote tool simplifies the way you present information. You can now organize your quotes clearly and effectively, ensuring your clients easily understand your proposals. This feature is designed for businesses of any size, allowing you to create comprehensive job quotes that stand out.
Key Features
Easily customizable table layouts
Supports multiple data types, including text, numbers, and dates
Intuitive drag-and-drop functionality for quick edits
Option to include images or charts for better visualization
Mobile-friendly design for on-the-go quoting
Potential Use Cases and Benefits
Create structured job quotes for contractors or service providers
Showcase pricing details clearly to prevent misunderstandings
Enhance presentations for client meetings or bids
Facilitate collaboration among team members when preparing quotes
Improve client trust through professional-looking documents
With the Insert Table feature, you address common quoting challenges. You can format your proposals neatly, ensuring that your clients receive the information they need at a glance. This leads to faster approvals and ultimately, more business. By using this tool, you enhance transparency, which is key in building lasting client relationships.
#1 usability according to G2
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