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What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
Loving it so far. Wish the search for documents in their library was easier to find, but other than that, I've been very happy with ease and quality.
2014-06-17
Limited capabilities on iPad. Would be nice to have drawing tools on iPad. Also can't copy and paste between two forms, so if you need to have the same info on two forms, it's somewhat cumbersome. That said, not bad for the price.
2014-11-07
What do you like best?
PDFfiller is a great way for me to pre-fill documents that I use on a regular basis for my clients. By having as many fields clearly completed as possible, transactions that may have been held up due to illegible or missing information can be processed much more quickly. Clients also appreciate not having to do as much work! I also like the fact that I can use a social media signin for PDFfiller instead of having to create a separate user ID and password. It's one less thing that I have to remember.
What do you dislike?
Sometimes, I get frustrated by the "auto-detect" feature that highlights an entire line of a form. I'd rather use the text insertion feature and place text where I want it rather than have to edit the whole line. The other frustrating thing is having to make sure you're logged out on one computer before using it on another device in the office!
Recommendations to others considering the product:
I recommend PDFfiller without hesitation, with one caveat: only one sign-in is allowed at a time per user. If you use multiple computers at your place of employment, make sure you're signed out of PDFfiller on one computer before trying to sign on with the other. It will save you some aggravation. This is especially frustrating if you use the program on a desktop and a laptop and forget to sign out of the desktop computer before bringing the laptop home to work remotely. I did do a lot of research before deciding to invest in PDFfiller, and after my due diligence was hard-pressed to find an option with all of the features that I needed and at a price point that I felt was affordable. For the money, PDFfiller is a great investment for offices looking for ease and convenience with pre-filling forms. The learning curve is not very steep, and there is a lot of functionality for adding features besides text: check/"x" in specific boxes, highlighting, erasing, etc. I have used all of those features with little to no difficulty. Erasing is a bit of a science, with some trial and error involved in determining the exact size of the eraser needed for the job. Being able to move inserted text around easily and increase or decrease the font size as needed is a very helpful feature, especially if you want to call attention to certain pieces of information or make them stand out from the rest of the document. While I have not used the signature feature very often, I have found it to be useful in the rare instances that I have needed it. I have a copy of my signature saved in PDFfiller, which makes it very easy to insert a signature field into documents. Clients also appreciate this feature as well.
What problems are you solving with the product? What benefits have you realized?
PDFfiller is making it a lot easier for me to personalize and email forms to my clients, improving their service experience and saving me time and trouble. It's a huge convenience for me and much appreciated by clients whose handwriting is less than clear! The biggest benefit to me is having a library of frequently used documents that I can pull up on the fly, make adjustments and edits to a few fields, and have a new document ready to go in a matter of minutes. I've also been able to add information in the "white spaces" of forms I have created in the past, to include client-specific text, contact information and other items.
PDFfiller is a great way for me to pre-fill documents that I use on a regular basis for my clients. By having as many fields clearly completed as possible, transactions that may have been held up due to illegible or missing information can be processed much more quickly. Clients also appreciate not having to do as much work! I also like the fact that I can use a social media signin for PDFfiller instead of having to create a separate user ID and password. It's one less thing that I have to remember.
What do you dislike?
Sometimes, I get frustrated by the "auto-detect" feature that highlights an entire line of a form. I'd rather use the text insertion feature and place text where I want it rather than have to edit the whole line. The other frustrating thing is having to make sure you're logged out on one computer before using it on another device in the office!
Recommendations to others considering the product:
I recommend PDFfiller without hesitation, with one caveat: only one sign-in is allowed at a time per user. If you use multiple computers at your place of employment, make sure you're signed out of PDFfiller on one computer before trying to sign on with the other. It will save you some aggravation. This is especially frustrating if you use the program on a desktop and a laptop and forget to sign out of the desktop computer before bringing the laptop home to work remotely. I did do a lot of research before deciding to invest in PDFfiller, and after my due diligence was hard-pressed to find an option with all of the features that I needed and at a price point that I felt was affordable. For the money, PDFfiller is a great investment for offices looking for ease and convenience with pre-filling forms. The learning curve is not very steep, and there is a lot of functionality for adding features besides text: check/"x" in specific boxes, highlighting, erasing, etc. I have used all of those features with little to no difficulty. Erasing is a bit of a science, with some trial and error involved in determining the exact size of the eraser needed for the job. Being able to move inserted text around easily and increase or decrease the font size as needed is a very helpful feature, especially if you want to call attention to certain pieces of information or make them stand out from the rest of the document. While I have not used the signature feature very often, I have found it to be useful in the rare instances that I have needed it. I have a copy of my signature saved in PDFfiller, which makes it very easy to insert a signature field into documents. Clients also appreciate this feature as well.
What problems are you solving with the product? What benefits have you realized?
PDFfiller is making it a lot easier for me to personalize and email forms to my clients, improving their service experience and saving me time and trouble. It's a huge convenience for me and much appreciated by clients whose handwriting is less than clear! The biggest benefit to me is having a library of frequently used documents that I can pull up on the fly, make adjustments and edits to a few fields, and have a new document ready to go in a matter of minutes. I've also been able to add information in the "white spaces" of forms I have created in the past, to include client-specific text, contact information and other items.
2020-02-06
Extremely efficient!!!
This application is so easy to use and I love that it integrates with gmail. It's extremely efficient and save a lot of time.
2020-04-07
Time Saver!
Helps me with quickly signing contracts without printing, filling out many forms that I used to hand write. keeps me organized.
Saves time and easy to understand, not to complex.
I could not find a way to merge multiple PDFs unto one PDF.
2019-05-16
Experience of using PDFfiller
Great!
Accessible on my phone and laptop. I can work pretty much anywhere.
The customer service could be better and help things. I would like a direct line to expedite matters and had to reach out in email.
2019-01-29
What an awesome product. We use accord forms so often in this office that it is nice to have help!
We like that most accord forms we use are already available from the site, but more so than that, the fact that we can upload our own documents as well. When you have to generate 150 certificates for one client, all different, this program makes that process seamless. The site runs very well, have not had to deal with freezing issues or losing extensive work because it didn't save, the site always saves my work for me. We just couldn't be more happy with the service.
There is not a lot that we do not like about the program, but one thing sticks out for sure. If one of my agents is logged on to the site and another agent logs in, the first agent will usually be kicked off. This was not really even an issue since the system always saved the agents work, and all of my agents will announce now that they are logging in.
2017-11-17
Have been utilizing PDF Filler on my last 3 temp assignments and now purchased a 1 year subscription
Have been utilizing PDF Filler on my last 3 temp assignments and now purchased a 1 year subscription and the benefits are awesome except the price for the subscription is too high for someone that only uses this software weekly or biweekly!
being able to type into PDFs, upload easily, fax directly from my computer and send to sign feature. Have been utilizing PDF Filler on my last 3 temp assignments and now purchased a 1 year subscription. I also like the black out feature and the way the software notifies you when someone opens your emailed over or faxed documents.
The Price is way too much since i dont use it everyday like real software. Also, i bought a subscription and to use the advance features i have to pay more which is ridiculous since i already paid.
2017-11-14
Quick resolution to refund request. Thanks!
Pauline processed my refund immediately and contacted me via email soon after I chatted online with pdfFiller. I was so grateful that canceling my account was so easy. Amazing customer service. Thank you Pauline
2024-10-16
Itemize Email Invoice Feature
The Itemize Email Invoice feature simplifies your invoicing process. It allows you to send clear and organized invoices directly to your clients' email. This tool is designed to save you time and enhance your billing accuracy, making it an essential addition to your business toolkit.
Key Features of Itemize Email Invoice
Direct email delivery of invoices
Automatic itemization of charges
Customizable invoice templates
Real-time invoice tracking
Secure payment options
Potential Use Cases and Benefits
Freelancers can quickly bill clients without paperwork
Small businesses can streamline their payment processing
Consultants can maintain clear financial records
Agencies can efficiently manage multiple client invoices
E-commerce shops can automate sales invoicing
This feature addresses common invoicing challenges. By itemizing charges in the email, your clients can easily understand their bills. Consequently, this clarity can lead to faster payments and improved client satisfaction. Overall, adopting the Itemize Email Invoice feature supports your business's efficiency, ensuring you spend less time on invoicing and more time on what matters most.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do you itemize an invoice?
List all products and/or services individually. Each service or item sold should be listed separately. ...
Sales tax. The sales tax should be included and should be based off the total amount of all items added together. ...
Payment type. ...
Make Copies. ...
Finalize and bill customer.
How do you itemize a bill?
List all products and/or services individually. Each service or item sold should be listed separately. ...
Sales tax. The sales tax should be included and should be based off the total amount of all items added together. ...
Payment type. ...
Make Copies. ...
Finalize and bill customer.
How do you write an itemized invoice?
List the goods or services you're billing to your client and input all the relevant details in the description fields. Add the purchaser's name and contact details in the invoice form. Mention the total amount payable in the 'total' section. Be clear on what payment methods the client can use to pay you.
What is an Itemized invoice?
An itemized invoice is an invoice that provides an itemized list of goods and/or services sold. An example of an itemized product sale may be -
What is an itemized list example?
An itemized list can be defined as any document or transaction that lists, enumerates, records, catalogs, specifies, or tallies a collection of items. ... These transactions are recorded as, for example, an invoice, order, back order, pick list, sales receipt, lease agreement, insurance claim, or bill of laden.
How do you write a design invoice?
The design of your invoice is equally important, as it is an example of your graphic design work. Include your full address, telephone number and email address. Add the name and address of the client company to each individual invoice, together with the name of the person who commissioned the work.
How do I make an invoice for a design?
Download the free Graphic Design Invoice Template
Open the invoice template on your computer in your chosen format (.DOC, .XLS, or .PDF, Google Docs and Google Sheets)
Name your invoice. ...
Customize your invoice. ...
Create your first client invoice. ...
Add details to your client invoice.
How do you create an invoice for a website?
Download a free web design invoice template.
Include your business name and contact information.
Insert your business media and logo.
Include client's name or business and contact information.
Create unique invoice number and add to template.
Add invoice date and due date.
How do I create an invoice using Excel?
Open Microsoft Excel. It's a green icon with a white “X” on it. ...
Search for an invoice template. Type invoice into the search bar at the top of the page, then press Enter to search for invoice templates. ...
Select a template. ...
Click Create. ...
Edit the template to fit your needs. ...
Fill out the invoice. ...
Save your invoice.
What is an itemized billing statement?
40 Billing Statement Templates [Medical, Legal, Itemized + MORE] A billing statement is a periodic report issued to customers. It shows a record of transactions, balance due, and other relevant information. They are usually issued at the end of a billing cycle, which usually lasts for a month.
Video Review on How to Itemize Email Invoice
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