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2015-11-07
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I love that I can alter a pdf with just about anything. I can also send forms to my clients to e-sign through a secure site. Often I use it to sign documents that are sent to me as well.
What do you dislike?
The only drawback that I have is if I upload a document and want to use it for different customers, it doesn't save each one individually.
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If I can't get a real-life e-signature I turn to PDFfiller to get the job done. My clients benefit from the secure site when I send sensitive documents to them.
2019-08-15
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2018-06-07
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2017-11-14
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2021-09-28
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2021-01-05
Rename HubSpot Proposal Template Feature
The Rename HubSpot Proposal Template feature helps you personalize your proposals effortlessly. With this tool, you can craft proposals that truly reflect your brand and resonate with your clients.
Key Features
Easily rename templates to align with your project specific needs
Streamlined navigation for quick access to templates
User-friendly interface that simplifies the editing process
Potential Use Cases and Benefits
Create tailored proposals for different clients or projects, ensuring a more personalized approach
Improve proposal organization by using descriptive names, making it easier to locate documents
Enhance your professional image by showcasing well-branded proposals
This feature addresses your need for efficient document management. By allowing you to rename your proposal templates, you can maintain clarity and organization in your work. Say goodbye to confusion and disorganization. With Rename HubSpot Proposal Template, you take control of your branding and proposal content.
#1 usability according to G2
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