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Last updated on Jun 26, 2026
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What do you like best? I love the fact that we can collect uploads AND money through filled PDFS What do you dislike? The entire site is very confusing and we have a hard time understanding where our active sheets are located within the site. We see things like "documents" and then we make a new template ... then lose which template is live and which one isn't. I also don't care for the fact that we cannot choose to have ZERO color in the field that the customer sees for filling in and I would love to be able to disable the "lock to grid" feature that is clearly on at all times. Recommendations to others considering the product: I recommend reading through the site, reading through all the tutorials you can and getting very organized about what you are going to do before getting started. What problems are you solving with the product? What benefits have you realized? We no longer have to deal with faxing our documents to customers to fill out, sign and fax back. We just tell them to go to our website . They are also so much more likely to complete the entire process including sending us pictures that we require and we no longer lose the pictures or get confused as to where everything is.
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There are limitations when it comes to branding. You basically have to pay their developers so that they build custom docs for you, and even then, it was a little bit hit or miss.
