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It's easy to use, eliminating the need to printout, fill in and scan forms. It makes my life easier.
Customer service is helpful and quickly resolved my problem.
2015-10-14
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Great tool for creating templates, saves time and money.
What do you dislike?
I have not experienced any problems with using this product. It works as anticipated.
Recommendations to others considering the product:
Excellent tool for my small business
What problems are you solving with the product? What benefits have you realized?
Saving $$$ by not having to purchase forms
Great tool for creating templates, saves time and money.
What do you dislike?
I have not experienced any problems with using this product. It works as anticipated.
Recommendations to others considering the product:
Excellent tool for my small business
What problems are you solving with the product? What benefits have you realized?
Saving $$$ by not having to purchase forms
2019-05-28
What do you like best?
Ease of accessing documents, editing, uploading from pc, internet, and other sources. The ease of sending copies to clients or others via email. The safety of the process is great.
What do you dislike?
The proximity of the watermark feature is to close to the scroll bar.
Recommendations to others considering the product:
GET IT !! Use it with confidence and peace of mind
What problems are you solving with the product? What benefits have you realized?
I’ve resolved contracts, forms , Income tax forms, The benefits are the ease of use and access to documents.
Ease of accessing documents, editing, uploading from pc, internet, and other sources. The ease of sending copies to clients or others via email. The safety of the process is great.
What do you dislike?
The proximity of the watermark feature is to close to the scroll bar.
Recommendations to others considering the product:
GET IT !! Use it with confidence and peace of mind
What problems are you solving with the product? What benefits have you realized?
I’ve resolved contracts, forms , Income tax forms, The benefits are the ease of use and access to documents.
2020-02-18
Absolute perfection
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2022-11-24
Getting started was not good. After I got the form on the screen, it was not centered on the monitor and extremely slow to go to next lines. I can't seem to print the form now that I am finished.
During my attempts to complete the form, a blank square appeared in the middle of the form. I could not erase the blank square, and it drastically blotted out data that was important. When I tried to get a replacement form, it was to no avail. I finally printed the form with the blank square in the center and filled it in with a typewriter. Based on that, I didn't try to use your system any longer. In general, I was quite disaplpointed with the results.
2022-04-21
Must Have !!!
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That I can change and edit and convert and sign my document
There is nothing I don't like about this software I use it for everything
2022-01-12
Great Customer Service
Great app, but even better customer service. I needed to cancel my membership for financial reasons, but I failed to do so before it renewed and my bank account was drafted. I submitted a request through the website for support and requested a refund. Zoe replied via email within an hour and had already issued the refund. Clearly they care about their customers, provide easy communication options and have fair policies in place.
2021-11-17
I had an issue that was my fault and it was taken care of immediately. Even late at night. I was very worried that there was no phone number or email to contact them but they replied quickly through their live support and took care of my issue and fully refunded my money. Thanks.b
2021-09-12
What do you like best?
That I can mark up any pdf or create 1 new document from several. Also digital signatures, I work remotely and need this! Being remote, I need to be able to create or sign a form from anywhere and I can easily with pdf filler. I love the share feature as well, I can work on my end and my co-workers will have it almost instantly without having to print, scan and email. I work remotely, almost all from my laptop with no printer. This allows me to work from my phone or tablet seamlessly as well.
What do you dislike?
Not much, no complaints yet. Maybe the layout? Like where everything is, I click on the documents and then you have to specify where something is. Maybe a more organized folder system? When I share them, they should all be in the share folder, but for some reason, they're not always there. I am a very organized person and like everything in its own folder or file. I'd like a way to save everything to its own file and be able to find them quickly and easily.
Recommendations to others considering the product:
This is a great program, especially if you work remotely, highly recommend it!
What problems are you solving with the product? What benefits have you realized?
1099 tax reports, our software only supports e-file and we are so small that we don't have that. I also love the share part, I'm able to work on my end, share it with my co-workers and they can have it almost instantly without printing and scanning, etc. I also love that I can take a few different documents and combine them to one, that is a great feature!
2021-02-11
Archive Budget Proposal Feature
The Archive Budget Proposal feature offers a straightforward solution for managing your budget proposals efficiently. This feature allows you to store, retrieve, and organize your budget plans seamlessly. You can experience the simplicity of accessing important financial documents without the clutter.
Key Features
Store multiple budget proposals securely
Easily retrieve archived documents
Organize proposals by date and category
One-click export option for reports
User-friendly interface for quick navigation
Potential Use Cases and Benefits
Teams looking to streamline budget planning processes
Companies needing to review past proposals for reference
Organizations aiming to maintain clear financial records
Departments that require simple access to previous budgets
Managers looking to facilitate team collaboration on budget planning
You might face challenges when managing multiple budget proposals, and losing track of important documents can be frustrating. The Archive Budget Proposal feature resolves these issues by ensuring that all your proposals are easily accessible and well-organized. This way, you can focus on what truly matters: making informed financial decisions.
#1 usability according to G2
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