Leafinbox Contact Sales Information Gratuit
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See for yourself by reading reviews on the most popular resources:
so far so good. Not the easiest to find document while logged in. I find I have to do a search on the document from a web browser to get to it. PFDfiller couldn't find the doc from within the app.
2015-09-22
Fabulous user friendly interface.. Which helps because nobody fills out court papers for anything fun... Normally court=stress. Your help negated that stress greatly.
2017-08-29
I would give it a 5 except that when I go to edit a template, it shows up with over 1/2 or 3/4's of the page covered up! I have to keep closing it & reopening it to maybe finally work! Very frustrating.
2019-11-04
I love this tool
I love this tool. I shared it with my mom who still has to fax things and I did not want her leaving her home to fax at other businesses. I think a video on how to create more fillable boxes would be helpful. Although I figured it out, it took me about 30 minutes. I can imagine for even less tech savvy people it could take longer.
2020-04-15
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Great!
I have only used it at the beginning of the year to do my 1099s. It gave me exactly what i needed!
I really do not have anything negative to say about it. I like it. No cons!
2019-05-16
Works well with scanned pdfs to
You can wite-out on the page when you need to change some data. You can highlight, it has most features like other pdf programs.
The time it takes to upload takes longer than with adobe acrobat.
2019-03-12
One form worked well, but on another one (SF-2823) it was impossible for me to change the font size using the instructions that were given in the description of the form. I tried for a couple of hours and got nowhere!
2022-04-16
What do you like best?
I am able to create, share and store my resumes. It's so easy to use the online editor.
What do you dislike?
It can be tricky to move words on the pages.
Recommendations to others considering the product:
user friendly
What problems are you solving with the product? What benefits have you realized?
I can use cloud storage for all the resumes - thousands!
2021-10-15
What do you like best?
Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction.
What do you dislike?
Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste.
Recommendations to others considering the product:
Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients.
What problems are you solving with the product? What benefits have you realized?
The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.
2021-02-16
Leafinbox Contact Sales Information Feature
The Leafinbox Contact Sales Information feature simplifies the process of accessing sales data. With this tool, you'll gain deeper insights into your sales activities, leading to better decision-making.
Key Features
Centralized contact management
Easy access to sales history
Customizable reporting options
User-friendly interface
Secure data handling
Potential Use Cases and Benefits
Sales teams can track customer interactions efficiently
Marketing departments can align campaigns with sales data
Executives can make informed decisions based on real-time insights
Customer support teams can access sales information to assist clients
This feature addresses the challenge of managing sales information by providing a clear, organized, and accessible platform. You can now enhance your sales strategy, connect better with your customers, and improve overall workflow. Leafinbox empowers you to take control of your sales intelligence.
#1 usability according to G2
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