Launch Phone Release
Users trust to manage documents on pdfFiller platform
Launch Phone Release: easy document editing
The PDF is a common document format for a variety of reasons. It's accessible on any device, so you can share files between devices with different screens and settings. You can open it on any computer or smartphone running any OS — it'll appear exactly the same.
Security is one of the key reasons professionals choose PDF files to share and store information. In case you're using an online solution to store documents, it's possible to get an access a view history to find out who had access to it before.
pdfFiller is an online editor that lets you create, modify, sign, and share your PDFs using one browser tab. This website integrates with major CRM solutions, so users can sign and edit documents from Google Docs or Office 365. Send it to others by email, fax or via sharing link, and get a notification when someone opens and fills it out.
Use editing tools such as typing text, annotating, blacking out and highlighting. Add fillable fields and send for signing. Change a form’s page order. Add and edit visual content. Ask your recipient to fill out the document and request an attachment. Once a document is completed, download it to your device or save it to the third-party integration cloud.
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.