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Insurance use
What do you like best about the product?
I utilize the feature for certificates of insurance. It’s very nice to have the mobile app to be able to use that when I’m on the go .
What do you dislike about the product?
The way it saves documents or re-saves them or use as a template is very confusing . And not all of the options on the desktop version are also available on the mobile version .
What problems is the product solving and how is that benefiting you?
Certificates of insurance
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Easy and seamless
What do you like best about the product?
Simple and easy way I can get things done
What do you dislike about the product?
Wish phone app was just as easy to manuever
What problems is the product solving and how is that benefiting you?
Signature and cleaning up
Documents
Documents
great app
What do you like best about the product?
the ability to interface with the web to look for forms
What do you dislike about the product?
the inability to pull the saved document back
What problems is the product solving and how is that benefiting you?
not having to use a typewriter to fill out government forms.
Recommendations to others considering the product:
make it easier/possible to upload a previously saved form
Everything I Needed
What do you like best about the product?
Create and save editable PDFs in one secure spot. Getting verified signatures with a time stamp is great.
What do you dislike about the product?
I do not dislike anything. If I had to pick my least favorite thing, I’d say that sharing documents via is not as straight forward from the website. I usually save a local copy and email from that to avoid confusion.
What problems is the product solving and how is that benefiting you?
Sending contracts for signatures to clients.
I am able to store all files that are HIPAA compliant in a secure folder and fill them in as needed.
What do you like best about the product?
Ability to create templates (e.g. for billing) and changing dates when needed.
What do you dislike about the product?
too much to choose from when importing records from the library
What problems is the product solving and how is that benefiting you?
Able to access files and email or fax at will when on the road.
Marketing Specialist
What do you like best about the product?
Very handy and always dependable. It's easy to save and edit documents.
What do you dislike about the product?
The price seems high compared to other online services.
What problems is the product solving and how is that benefiting you?
Filling out PDF trade show applications, tax forms, and other work-related documents.
Recommendations to others considering the product:
Consider lowering the price.
Great product
What do you like best about the product?
I love that it is easy and user friendly.
What do you dislike about the product?
I do wish there were more editing options to use.
What problems is the product solving and how is that benefiting you?
Easy to fill in forms
It has been great
What do you like best about the product?
Easy to use and understand. Able to save changes easily.
What do you dislike about the product?
wish there was more edit coloring options
What problems is the product solving and how is that benefiting you?
editing floor plan
Recommendations to others considering the product:
yes
Excellent tool!!!
What do you like best about the product?
How easy I can manage PDF documents (fill, convert to an Office document, and signatures). I'm very glad!!
What do you dislike about the product?
Nothing, it's easy to use and fast. I recommend this tool to anybody.
What problems is the product solving and how is that benefiting you?
I work in a Legal Department and we review a lot of contracts on a daily basis. Most of the documents came in on PDF format, so using PDF filler to convert the file to an MS Office is easy.
The Perfect Insurance Agent Tool
What do you like best about the product?
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike about the product?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
What problems is the product solving and how is that benefiting you?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
Recommendations to others considering the product:
A must have if you're in the insurance industry
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