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Docit Now for Financial Advisors

软件类别:金融财务,

软件授权:免费软件,

运行环境:ios,

软件语言:英语

Docit Now on sale, half off through the month of January!    Docit Now for financial advisors was developed to help log phone calls and create meetings notes with the client in mind, making it easier to document the interaction. Each section covers the items you are discussing in real time and allows the user to easily select an item simply by tapping on the screen. It also features sections like "Additional Notes" where the user is able to input text or use the dictation feature of their device for more clarity. All the items discussed are then saved and consolidated into a PDF allowing the user to email, message, or print from the Share Sheet in iOS.

下载地址:iTunes 或者AAP STORE 下载

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未经允许不得转载:福利吧|福利社|fuliba » Docit Now for Financial Advisors

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