pdfFiller
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Business Forms for Client Services
What do you like best about the product?
Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction.
What do you dislike about the product?
Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste.
What problems is the product solving and how is that benefiting you?
The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.
Recommendations to others considering the product:
Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients.
Best program for fillable documents!
What do you like best about the product?
I love that you can use one of their templates, or upload a form of your own to complete!
What do you dislike about the product?
I haven't been able to find any cons yet!
What problems is the product solving and how is that benefiting you?
I have clients that need medical claim forms sent to insurance companies (they keep their own books). I can enter in the info and go!
Great for business
What do you like best about the product?
I use the pdf merge feature constantly. It's great for compiling packets, assorted documents, expense reports etc.
What do you dislike about the product?
It's not cheap, limited to uploading 5 docs
What problems is the product solving and how is that benefiting you?
Compiling meeting materials. Digital signatures.
Great tool when you cannot print or use a template on a regular basis
What do you like best about the product?
I use pdfFiller every day.
It makes it easy to fill out documents I use every day with the template feature.
I also use it to sign my documents, so I don't have to print them and then re-scan them.
It makes it easy to fill out documents I use every day with the template feature.
I also use it to sign my documents, so I don't have to print them and then re-scan them.
What do you dislike about the product?
I'm still trying to understand how to send documents out for signatures.
What problems is the product solving and how is that benefiting you?
I use less paper as everything can be done electronically, and I don't have the mess of all the paperwork on my desk.
It is all in my documents through pdfFiller.
It is all in my documents through pdfFiller.
Recommendations to others considering the product:
Save time, energy, resources, and a lot of paper with pdfFiller
PDF FIller has made my life easier - More efficient reducing the need for scanners and printers!
What do you like best about the product?
The app notifies me of when someone fills out my form.
What do you dislike about the product?
The integration from the link in the email to the app on my phone. For some reason, there is a disconnect.
What problems is the product solving and how is that benefiting you?
I cut down my use of paper and ink.
I save time by modifying PDF's within the application.
I can merge multiple documents.
It has streamlined processes in our business to get paid faster and run more efficiently.
I save time by modifying PDF's within the application.
I can merge multiple documents.
It has streamlined processes in our business to get paid faster and run more efficiently.
Recommendations to others considering the product:
If you have customizations and processes you wish to conform E-signature function in your documents, PDF Filler is a great tool. Great for contract-heavy and approval-required documents for our business. Great for folks who have medium to advanced level of word processing abilities and technical capabilities with graphic apps. If that's you, you will be a quick study. If you find it dificult to work in a Word document or Powerpoint or other types of programs, this app will have a learning curve for you.
Best pdf editing program I have ever used
What do you like best about the product?
The ease of use, the verification of signature and the compatibility on all types of documents
What do you dislike about the product?
The cost...yearly is pricey considering there are programs that you pay more upfront but it’s a one time fee
What problems is the product solving and how is that benefiting you?
Making my documents fillable for my students while teaching remotely
pdfFiller an Excellent Experience!
What do you like best about the product?
I like the fact pdf Fills stores and keep my documents in order!
I like it's easy to use, and it comes with a fax!!
I am very pleased that I can send a fax, and I am able to submit report!
Also, it come with live help that is an excellent feature!
I like it's easy to use, and it comes with a fax!!
I am very pleased that I can send a fax, and I am able to submit report!
Also, it come with live help that is an excellent feature!
What do you dislike about the product?
I dislike the wait period of 30 minute if I forget my password!
The systems doesn't seem to lock in my password.
I believe I have changed passwords maybe 3 times in under a year.
The systems doesn't seem to lock in my password.
I believe I have changed passwords maybe 3 times in under a year.
What problems is the product solving and how is that benefiting you?
Well because of pdfFiller, I can send pdf files to coworkers and present files as needed!
Before pdfFiller, my pdf files were not accepted by my supervisor and staff computers, but now, I can send pdf files with no concerns using pdfFiller! With the company working from home and folks using different systems/computer it's good that pdfFiller documents are able to be received by all my coworkers!
Before pdfFiller, my pdf files were not accepted by my supervisor and staff computers, but now, I can send pdf files with no concerns using pdfFiller! With the company working from home and folks using different systems/computer it's good that pdfFiller documents are able to be received by all my coworkers!
Recommendations to others considering the product:
Try it! The price is good! The service is good! I have spoke with tech support a couple of time because I got locked out because I forgot my password and made to many attempts, so that's an excellent feature! You can also send faxes, so that's good. I will look to renew my subscription again! It's a good product!
Makes editing important documents so much easier.
What do you like best about the product?
That the application makes editing documents that can be difficult to edit in certain formats simple.
What do you dislike about the product?
I dislike that there are some formats that this application cannot edit.
What problems is the product solving and how is that benefiting you?
Solving the problem of editing time documents that get distorted in Google Docs or Microsoft. The benefit of being able to cut major time from editing projects by utilizing the many features.
Awesome!
What do you like best about the product?
Pdf Filler is extremely user friendly. I love being able to easily add signatures to documents.
What do you dislike about the product?
I don't like that you cannot combine documents.
What problems is the product solving and how is that benefiting you?
Helps me to complete documents ina timely manner.
Recommendations to others considering the product:
Add the ability to combine or add documents.
Really great product. Invaluable when working remotely!
What do you like best about the product?
Basically, it just works. There is no learning curve, no difficulties, no glitches. It is simple, does what it is supposed to do and more. I can merge sheets, sign docs, fill out forms ... everything that could otherwise be a hassle while working remotely.
What do you dislike about the product?
It may just be my set up, but when I have completed the document on pdf Filler and click "save as," it downloads to my desktop as opposed to allowing me to set the folder of my choice on my hard drive. Not that big of a deal to open the download and 'save as' from there, but just a small annoyance.
What problems is the product solving and how is that benefiting you?
I often receive documents piecemeal - one page at a time - or I get them back from different signors in different configurations. I love that I can upload them all at once, merge them right off the bat and have the combined document. I can easily rearrange the pages if needed too. Also, during this Pandemic, it has proved invaluable in getting documents easily executed when you cannot meet with signors in person.
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