Routine is easier with Document Sharing Software for Sales Assistants

Name: document-sharing-software-for-sales-assistants
Brand: pdfFiller
Rating: 4.3 (4809 reviews)

Strengthen document security by eliminating the need to send email attachments or use other public channels. Share documents safely via protected links and track changes with ease.

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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT

Note: Integration described on this webpage may temporarily not be available.

G2 recognizes pdfFiller as one of the best tools to power your paperless office

4.6/5

— from 710 reviews

What makes pdfFiller an outstanding Document Sharing Software for Sales Assistants?

Explore a vast array of features that streamline your daily work.

Multiple sharing options

Share documents securely via direct links and QR codes or embed fillable forms in your website. Alternatively, send documents via email, fax, or SMS.

Secure shareable links

Generate short links to your documents, configure privacy settings, and make it easy for recipients to access your files from any device.

Permissions control

Decide who can access your documents and how they can interact with them. Allow recipients to view, edit, or eSign documents in an intuitive online PDF editor.

Password protection

Lock your documents with a password to protect them from unauthorized access.

Expiration dates

Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.

Instant notifications

Receive real-time alerts once your documents are reviewed, filled out, signed, or edited. Track every document change and stay in the loop at all times.

Trusted document editing and sharing software

People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.

64M+

users worldwide

420+

Fortune 500 companies using pdfFiller

4.6/5

average user rating

238K

documents shared per month

Create, edit, and share documents securely with an end-to-end PDF solution

100% paperless workflows

Enhanced productivity & collaboration

Reduced paperwork and labor costs

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Why pdfFiller wins

Cloud-native PDF solution

Access pdfFiller from anywhere. No lengthy installation and updates are required.

Top-rated for its ease of use

Edit, share, and track documents with an intuitive UI that only takes minutes to master.

Unlimited document storage

Securely store any number of documents and templates in the cloud.

Unmatched cost-to-value

Benefit from an all-in-one document management solution at a lower price than other brands.

Industry-leading customer service

Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.

Security & compliance

Protect your data according to the highest security standards.

pdfFiller streamlines document processes across industries

Our user reviews speak for themselves

5.0

What do you like best?
Lots and lots of options...online support is very helpful too...organized, clean and easy to use
What do you dislike?
A tad tricky at first...but once you get the hang of it...you will love it!
What problems are you solving with the product? What benefits have you realized?
Medical billing and claims filing is sooo much easier...more time to research instead of filing

Administrator in Hospital & Health Care

5.0

What do you like best?
I enjoy the way PDF is easy to use and allows us to send out documents quickly. We operate a few different locations remotely and we are able to send out important documents require signatures in less than 5 minutes! Support is great when needed but we seldom have any issues.
What do you dislike?
There are not many issues with it. It would be nice to be able to copy/duplicate documents prior to merging so we do not have to upload them once again.
Recommendations to others considering the product:
If you work remotely, I highly recommend this program. We love being able to email employees and clients in a matter of minutes for documents requiring information on their behalf.
What problems are you solving with the product? What benefits have you realized?
We are solving travel time and time with paperwork with all of the documents be readily available with just a click. Prior to PDF, we were having to meet with new employees for paperwork. Now, we are able to email them and have them sent back for processing. Our time is being used in a for efficient manner.

User in Human Resources

How to use the most effective Document Sharing Software for Sales Assistants

Unlock all the possibilities of document management with pdfFiller’s cutting-edge capabilities for efficient distribution and collaboration on files. Efficiency and connectivity are crucial for solutions like this Document Sharing Software for Sales Assistants, and pdfFiller is your reliable partner in achieving just that. Discover the ease and convenience of having the ability to share important paperwork with team members, clients, or partners anytime, anywhere, and on any device.

With actual updates and notifications, you always keep abreast, ensuring that tasks move ahead seamlessly. This platform enables teams to work with each other more efficiently, fostering a collaborative environment that drives great outcomes. In addition, pdfFiller ensures that your forms are distributed and kept securely. With advanced encryption and permission settings, you control who views or edits your PDFs, protecting your sensitive information.

Steps to get started with your Document Sharing Software for Sales Assistants

01

Get started with pdfFiller by signing in to your current account or registering a new one and starting a free trial. While on trial, you can access exclusive features for efficient document management.

02

Proceed to the Dashboard, click Add new, and upload, create the PDF form from scratch, or get an appropriate template in the catalog.

03

Once you’re in the online editor, you can introduce all the adjustments to the form utilizing pdfFiller’s editing toolbar.

04

Add fillable fields for more efficient collaboration. Click the EDIT FILLABLE FILEDS button on the right, choose the field type, and place it where needed across the sheet. Add as many fields as needed.

05

Assign fillable fields. As needed, dedicate particular fields to specific individuals you will share the work with. Once done with field configurations, click SAVE to continue editing.

06

When done with the document, click the dropdown next to DONE, and select Share. Choose the most appropriate option to send the form.

Embrace the effectiveness of pdfFiller’s functionality and transform your document-based workflows. Increase your productivity, boost collaboration, and secure your paperwork in one platform. Start your journey towards exceptional efficiency and connectivity by registering your account today.

Ready to get started?

Jump in and try our Document Sharing Software for Sales Assistants hands-on!

Speed up document editing and sharing

Enhance data security

Simplify document tracking