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2016-03-21
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2016-04-23
Using it to send IRS forms, very flexible options. Would like to enlarge the font size for printing some forms. If I use it more in future I will be interested in the webinar, but no need right now.
2018-02-14
When filling out 1099-misc form, it would be beneficial for the information on the first page be copied throughout the other copies, as they are the same.
2019-02-03
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2019-06-18
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2021-11-09
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More font options and ability to match font of the original document. When editing in a document your software changes the size and font of the edited text.
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2020-08-30
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2020-04-30
Clueless in North Carolina!
I was clueless as to how to fill out the tax documents for my 1099 employees and your company walked me through it and I accomplished the task confidently.
2025-03-12
Archive Salesforce Proposal Template Feature
The Archive Salesforce Proposal Template feature streamlines your proposal management process, making it easy for you to save, organize, and retrieve your proposals with efficiency. With this feature, you can focus more on closing deals and less on paperwork.
Key Features
User-friendly interface for easy navigation
Secure cloud storage for all your proposals
Effortless proposal retrieval with search functionality
Customizable templates to reflect your brand
Automatic version control to track changes
Potential Use Cases and Benefits
Sales teams can quickly access past proposals to inform new offers
Marketing departments can use templates to ensure brand consistency
Businesses can maintain compliance with proposal storage regulations
Teams can collaborate on proposals in real-time for better outcomes
Data analysis for past proposals can enhance future strategies
This feature resolves the problem of managing overwhelming amounts of proposal documents. By archiving your Salesforce proposals, you create a systematic approach that saves time and reduces stress. You can retrieve past proposals easily, ensuring that your team is always prepared, informed, and ready to engage with clients effectively.
#1 usability according to G2
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