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What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
What do you like best?
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.
MARIA ALTMAN
2019-02-25
What do you like best?
I utilize the feature for certificates of insurance. It’s very nice to have the mobile app to be able to use that when I’m on the go .
What do you dislike?
The way it saves documents or re-saves them or use as a template is very confusing . And not all of the options on the desktop version are also available on the mobile version .
What problems are you solving with the product? What benefits have you realized?
Certificates of insurance
Joseph Rex
2019-02-27
I needed to complete a form online and… I needed to complete a form online and pdffiller was the perfect solution. I was able to find my form, fill it out on line and sign it online. I had no issues.
James Coles
2022-01-08
Dee was fabulous Dee was fabulous! I was in a state of panic after not being able to find my file I had work soooo hard on for several days. She was so calm, helpful and supportive. Thank you so much!! Joyce Whitfield
Joyce Whitfield
2021-04-27
Just started using it . Too early, but looks Good! 10/2/2020 I have been using PDFfiller and it is great! I am using my own PDF forms, therefore, I would rather browse the files on my computer rather drag and drop. But this is a personal preference. The drag and drop does work. I am using it to prepare and send contracts to customers and it is well accepted. I have attempted to do this with other popular word processing and spreadsheets and they are very complicated and don't work for me. I like PDFfiller very much.
Les C
2020-10-02
I lost a few completed PDF forms before I successfully saved one but overall this website is a great place to work from and one I couldn't have done without
LILLIAN S
2020-08-21
Ryan on the Support Team was extremely helpful and patient. He walked me through all of the steps to complete the form to my satisfaction. Thank you Ryan for teaching me!
Elyssa
2020-05-21
Easy to use once I figured it out Easy to use once I figured it out. I have been looking for a program like this for a while. It has everything you can possibly need at a very reasonable rate.
Shannon G.
2020-05-13
I LOVE the features in the premium package! Now I can create a fillable form and put it on my website where it can be filled out directly! I can even customize the button they click on to fill out the form! I added radio buttons, check boxes, and fillable text boxes. I even saw where I can collect payment upon completion of a form. Great job PDFfiller.com for all these amazing business features! Brainmavens.com has become so much more user friendly thanks to you guys! -S.Farris
Shelby F
2024-12-29

Upgrade Payment Letter Feature

The Upgrade Payment Letter feature simplifies the process of notifying customers about their upgraded payment options. With this tool, you can create personalized letters that clearly communicate new payment terms, helping you foster better relationships with your clients.

Key Features

Customizable templates for personal touch
Easy integration with existing payment systems
Automated notifications for timely communication
Tracking tools to monitor responses
User-friendly interface for quick setup

Potential Use Cases and Benefits

Informing customers about upgraded payment plans
Encouraging customers to switch to more flexible options
Enhancing customer engagement and satisfaction
Streamlining communications within your organization
Reducing the workload of finance and customer service teams

By adopting the Upgrade Payment Letter feature, you can address common customer concerns about payment options effectively. This tool helps you clearly outline new benefits, which leads to informed choices. Moreover, it fosters trust, as customers appreciate transparent and straightforward communication.

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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.
What if I have more questions?
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Express gratitude for doing business with you. Use courteous and sincere language. Mention the urgency of the dues to be paid on time for account purposes. Highlight details about the goods or services supplied. Give details like reference numbers of the delivery.
A letter for a request of payment should clearly communicate this purpose at the beginning of the letter. Use a professional tone and keep the words positive and warm. Include details of the debt. State the date the services for this debt were provided, the original due date and the amount due including any late fees.
Check the Client Received the Invoice. To request payment professionally, it's important to first make sure there was no error or miscommunication about the invoice. Send a Brief Email Requesting Payment. Speak to the Client By Phone. Consider Cutting off Future Work. Research Collection Agencies. Review Your Legal Options.
Keep it professional. Your payment notice letter should be short and to the point. Make sure you mention if they have made the required payment to disregard this notice. State specifically what the consequences will be if they do not pay in full by the due date.
To politely ask your client for payment, be sure to keep your message warm and friendly. Think about the way you've been communicating with them so far. You don't want that tone or relationship to change all of a sudden just because payment is involved. Always keep the lines of communication open.
your company name and address. Recipient's name and address. Today's date. A clear reference and/or any account reference numbers. The amount outstanding. Original payment due date. A brief explanation that no payment has been received.
Name, address, and contacts of the sender. Name, address, and contacts of the recipient. Amount of money to pay. Name and signature of the authorizer. Date and time of writing the letter.
Mention the exact amount due for the services rendered. The letter should properly communicate with further consequences. Properly address the recipient. Check your letter for errors and omissions before sending it.

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