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Easy to use. Helpful Support staff. I sent them a link to a document that I needed added and they had it available within minutes of sending it to them:)
2015-07-27
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2017-09-11
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2019-04-30
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The ability to create drop down boxes. Easy to make changes.
What do you dislike?
Unable to copy and paste drop down boxes, and would prefer that the drop down menu goes away after making a selection.
What problems are you solving with the product? What benefits have you realized?
Saving paper, and printer ink.
2019-01-29
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2019-03-04
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Editing sections to look exactly like the scanned portion can be difficult and sometimes not possible.
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I mainly use this for signing and sending documents.
2020-09-09
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2020-05-20
Add Tags to Service Proposal Template Feature
Enhance your service proposal process with the Add Tags to Service Proposal Template feature. This tool allows you to categorize and organize your proposals efficiently. By adding tags, you streamline your workflow and improve your team's collaboration.
Key Features
Easy tagging for quick identification
Customizable tag options to fit your needs
Seamless integration with existing templates
Search functionality to find tagged proposals easily
Bulk tagging for efficiency in managing multiple proposals
Potential Use Cases and Benefits
Organize proposals by project type or client for quick access
Track proposal status by tags to streamline follow-ups
Enhance collaboration between team members through clear categorization
Improve readability of proposals with organized tagging
Facilitate reporting and analysis of proposal success rates
By using the Add Tags to Service Proposal Template feature, you can solve the problem of disorganization in your proposal management process. Tags provide a structured way to navigate your proposals, making it easier for you and your team to locate important documents quickly. This efficiency saves you time and ensures that you focus on the work that truly matters.
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