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2015-07-15
Pretty easy to figure out - the videos are helpful. I missed the Add Fillable Fields part and I am trying to figure that out. Support Chat was helpful. This is my first attempt to use Send to Sign
2016-12-07
it was not clear when I began my document that there would be a charge. I don't plan to use the program long term and would appreciate the option to pay for just one month without automatic renewal.
2017-08-18
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I use this software for my home inspection business to create required insurance reports and include images. It allows me to upload the required insurance form, edit it and add images for the required mitigation and four-point inspection reports. I love that I am able to save my reports, reuse them by editing as needed and organize them in the straightforward filing system.
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2019-09-19
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having being able to come to this website , find the court document i need , and fill it out all at the same time has been life changing for me lately. i am able to clearly see what's written, understand it more, and also once i'm done implementing my information i can print however many copies i need without leaving home. This makes it a breeze when trying to look for court documents that you need.
2023-06-12
PDFfiller is very helpful and useful for me professionally! I was able to edit forms into fillable documents and complete them for various employment applications. This feature is great!
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2022-02-02
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There is just one problem that it just provides limited font styles. Please provide more font options and some more features like double spacing etc.
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We are in the transportation business, so we have to send the documents for the Border clearance.
Earlier, we used to print the documents and then put a border sticker and write notes with a pen on it.
But, with the help of this, we are saving a lot of paper. Just upload the docs to pdffiller and copy, paste border sticker, and write notes with edit text icon. Everything is easy now.
2021-02-16
Top Notch Customer Service: They were polite and quick to respond.
Large Selection of Templates and a Template/Doc Creator.
Enjoyed the easy of sending Documents for review/signature.
Would highly recommend this service to anyone needing quick and easy documents for all kinds of topics.
2020-07-22
Update Record New Client Onboarding Checklist
Enhance your client onboarding experience with the Update Record New Client Onboarding Checklist feature. This tool streamlines the onboarding process, ensuring that every new client gets the personalized attention they deserve. With a well-structured checklist, your team can efficiently track progress, ensuring no step is overlooked.
Key Features
Customizable checklist templates for varied client needs
Progress tracking to monitor onboarding stages
Automated reminders for critical tasks
Collaboration tools for team members to share updates
Integration capabilities with existing CRM systems
Potential Use Cases and Benefits
Streamline client onboarding in service-based industries
Reduce onboarding time and improve client satisfaction
Enhance communication between team members
Ensure compliance and consistency in the onboarding process
Track overall client onboarding metrics for future improvements
This feature addresses common onboarding challenges. By using the checklist, you reduce the risk of missing important steps, which can lead to client confusion or dissatisfaction. Additionally, it improves communication among your team, leading to a smoother onboarding experience. With the Update Record New Client Onboarding Checklist, you position your business to create lasting relationships through a seamless and efficient onboarding process.
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