Add Dropdown List a Document Working Together effortlessly For Free

What do you like best? 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? 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. 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. What problems are you solving with the product? What benefits have you realized? 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.

What do you like best? I receive notifications to my Gmail account on my phone and the computer. I like knowing when documents I fax for insurance companies and claims are received or if there was an error. I like the Word to PDF option and how I can send signature requests to individuals. I like the editing features as well. What do you dislike? I don't have any complaints for what I use pdfFiller for. Recommendations to others considering the product: This is very simple to understand and use. I've utilized it every day since since I purchased it back around February 2020. It also keeps a paper trail audit which is helpful. What problems are you solving with the product? What benefits have you realized? I can send faxes directly from my computer/printer or my cell phone. It is very convenient. I know immediately if the fax was not received. I know when I receive a fax, which is also nice. It is very beneficial for a small mental health business. I like the feature of email faxing and document creation, as well as uploading my own templates to send out to my clientele.

What do you like best? Ability to quickly and easily edit PDF's What do you dislike? Sometimes it's difficult to undo changes made. What problems are you solving with the product? What benefits have you realized? I work in real estate and I often need to fill in PDF's with information for my clients. Being able to do in a web based platform makes it easy to do on any computer.

What do you like best? Ease of use and continual improvements product What do you dislike? Sometime difficult to align characters in a field. Recommendations to others considering the product: Make aligning characters easier to do What problems are you solving with the product? What benefits have you realized? Create form fill documents with ease and can use again in future