Correct Arrow in the Financial Consulting Agreement Template with ease For Free
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Slick tool. Nice editing capabilities. Some of the menus are confusing - for example: finding where to update an existing link to fill document is challenging.
2019-02-27
What do you like best?
We use PDFfiller primarily for tracking and completing registration forms for the advanced trainings we provide to mental health professionals across the country. Manually managing these forms was a nightmare as our business started to grow. Once we started using PDFfiller, it began incredibly easy and hassle free to monitor who was registered for which trainings and when. the integrated PayPal and Stripe systems make it super easy to allow customers to pay registration fees immediately and we are notified as soon as that happens. Also, PDFfiller offers a digital fax line. In today's day and age, we are completely wireless and adding a hardwired fax line would have been such a pain. For 10 bucks we are able to digitally send and receive faxes which is very helpful when dealing with physicians and other medical providers.
What do you dislike?
We have only had one real issue with PDFfiller. At some point a few months ago, we had some issues with the PayPal/Stripe payment integration. We were unable to send receipts to our customer which was rather frustrating for us and them because of the amount of money people spend to some to our trainings. I reached out to someone at PDFfiller and a manager responded the next business day and said they would get in touch with the team who handles that part to get it fixed. Though I did not hear back, within a week or so the problem was fixed.
Recommendations to others considering the product:
Do it. It is well worth the price for what you are getting.
What problems are you solving with the product? What benefits have you realized?
Sending and receiving faxes through this program is a lifesaver. I am able to access them anywhere at any time whether I am in the office or out of town. It's also a great organizational tool for tracking out "link to fill" forms.
We use PDFfiller primarily for tracking and completing registration forms for the advanced trainings we provide to mental health professionals across the country. Manually managing these forms was a nightmare as our business started to grow. Once we started using PDFfiller, it began incredibly easy and hassle free to monitor who was registered for which trainings and when. the integrated PayPal and Stripe systems make it super easy to allow customers to pay registration fees immediately and we are notified as soon as that happens. Also, PDFfiller offers a digital fax line. In today's day and age, we are completely wireless and adding a hardwired fax line would have been such a pain. For 10 bucks we are able to digitally send and receive faxes which is very helpful when dealing with physicians and other medical providers.
What do you dislike?
We have only had one real issue with PDFfiller. At some point a few months ago, we had some issues with the PayPal/Stripe payment integration. We were unable to send receipts to our customer which was rather frustrating for us and them because of the amount of money people spend to some to our trainings. I reached out to someone at PDFfiller and a manager responded the next business day and said they would get in touch with the team who handles that part to get it fixed. Though I did not hear back, within a week or so the problem was fixed.
Recommendations to others considering the product:
Do it. It is well worth the price for what you are getting.
What problems are you solving with the product? What benefits have you realized?
Sending and receiving faxes through this program is a lifesaver. I am able to access them anywhere at any time whether I am in the office or out of town. It's also a great organizational tool for tracking out "link to fill" forms.
2020-02-06
Very user friendly!
It is easy to use. Instructions are clear and the forms are easy to fill out accurately. I only use it once a year - at tax time, but using this program to fill out tax forms is quick and easy.
I have not had any issues. I'm sure if a person uses it a lot there are bound to be some, but I use it once a year and it works fine for my uses.
2019-05-17
Subscription and refund
I Had £91 taken out my account for a subscription that i didnt know i had and could not afford, I went on the live chat and spoke with Maria, i told her my issues, she went above and beyond to help me.
She managed to cancel my subscription and issued a full refund she was an amazing agent
2024-09-18
much better than trying to fill out…
much better than trying to fill out some of these forms by hand or create a form from image using something like Adobe acrobat. Only problem was you should probaby do better quality control on the forms provided. I found your Chapter 7 petition package to be unusable (all or most of the checkboxes use the same variable i.e., check one and you check them all.
2024-04-18
I received a message saying thank you for payment on the annual subscription. I simply emailed back stating that I had cancelled the subscription before the trial period ended, and I requested a refund. I was contacted almost immediately from a representative of pdfFiller that they had cancelled the subscription and issued a credit back to me. I am impressed with how quick and easy it was. Thank you!
2023-05-22
I canceled my trial but maybe I didn't…
I canceled my trial but maybe I didn't complete it on my end. Either way the subscription was charged to my card and I contacted support which usually is a nightmare when you have billing problems and it was honestly quick and painless. Great service and they got my refund and account canceled quickly. Thank you to Alice from support
2022-11-10
Best Service :)
Thank you so much for such good hospitality. Most companies would not offer a refund so easily for an automatic subscription and so fast as well. This shows such good ethics as a company. I really appreciate that! As well if I ever did have the need to use this service, makes me happy to come back and also recommend it to others!
2020-11-14
There are some minor things I have not figured out...
There are some minor things I have not figured out how to do. Not sure yet if they are just missing features, or just not readily available in a way that I was expecting.
2020-06-15
Correct Arrow in the Financial Consulting Agreement Template
The Correct Arrow feature in our Financial Consulting Agreement Template streamlines the editing process, ensuring your agreements reflect the most accurate and necessary information.
Key Features
Interactive editing with real-time updates
User-friendly interface for easy navigation
Automatic error detection for accuracy
Customizable templates to suit various needs
Secure storage for confidentiality and access
Potential Use Cases and Benefits
Finance professionals can create accurate agreements efficiently
Businesses can ensure compliance with contractual obligations
Startups can quickly adapt templates to meet changing requirements
Consultants can save time and reduce errors in agreement drafting
Legal teams can maintain a high standard of document integrity
This feature directly addresses the common problem of inaccuracies in financial agreements. By using the Correct Arrow tool, you can ensure clarity and precision in your documents. This not only saves time but also builds trust with your clients. You can focus on providing valuable insights while we take care of the details.
#1 usability according to G2
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