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Works smoothly and easy to use. Customer support tried to help with a "glitch" I have still not resolved. Works on my iPad perfectly but pull my docs up on desktop just sits there thinking to no end. I've just used on iPad soley since problem came up.
2017-03-20
It's incredibly easy to use! I *love* that I don't have to print this stuff out and fill it in by hand anymore. And making edits to what I do is super easy too! I'm so glad I found this website!
2018-10-10
What do you like best?
I like being able to edit forms and send out for client signature
What do you dislike?
The fact that the software does not offer a reasonable and affordable way for my assistant to access account and complete routine tasks
Recommendations to others considering the product:
It is a great solution for any company needing to get PDF forms completed and get signatures on agreements
What problems are you solving with the product? What benefits have you realized?
I use pdffiller to get completions and signatures on client agreements
I like being able to edit forms and send out for client signature
What do you dislike?
The fact that the software does not offer a reasonable and affordable way for my assistant to access account and complete routine tasks
Recommendations to others considering the product:
It is a great solution for any company needing to get PDF forms completed and get signatures on agreements
What problems are you solving with the product? What benefits have you realized?
I use pdffiller to get completions and signatures on client agreements
2017-05-29
What do you like best?
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?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
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?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
2019-02-25
Good service but some things like…
Good service but some things like filling out spaced letters are more difficult than they should be and paying for the service feels bad.Overall good though, being able to sign online is a nice convenience perk.
2020-03-14
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Apart from that their customer support is just superb.
2023-07-02
It was easy to navigate tools.
It was easy to navigate tools.
But I would suggest some additional edits for the photos such as free clockwise rotation when necessary
2023-03-16
Extremely user friendly and extremely…
Extremely user friendly and extremely helpful. Especially when there isn't a printer and scanner handy and you're in a hurry to fill out a form.
2022-05-05
I find this method is the best way to…
I find this method is the best way to do past years takes. Fill it, save it, print & mail. Great product!!
2020-11-10
Add Tags to Billing Invoice Feature
The Add Tags to Billing Invoice feature enhances your invoice management by allowing you to categorize and organize your billing documents efficiently. This simple tool helps you streamline your workflow and improve your billing accuracy.
Key Features
Easy tagging system for quick organization
Customizable tags to fit your specific needs
Searchable tags for instant access to related invoices
User-friendly interface for seamless integration
Supports bulk tagging for time efficiency
Potential Use Cases and Benefits
Manage invoices by project or client for better tracking
Analyze billing data with tagged categories for informed decisions
Enhance collaboration with team members by sharing tagged invoices
Reduce time spent searching for specific invoices through effective tagging
Maintain clear records for audits and financial reviews
This feature effectively solves common billing challenges by providing a straightforward way to keep your invoices organized. With the ability to add tags, you reduce clutter and improve your searchability. You can focus more on your work and less on tracking invoices, thus enhancing overall efficiency.
#1 usability according to G2
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