How to create a PDF with pdfFiller
Document creation is just the beginning
Manage documents in one place
Store all your contracts, forms, and templates in a single place with pdfFiller. Access and edit your files securely from anywhere in the cloud.
Sign and request signatures
Add your signature or send documents directly from the editor. pdfFiller makes it easy to prepare, sign, and send documents in one go—no extra steps or switching tools.
Maintain security and compliance
From data encryption to signer authentication, pdfFiller helps protect your data and comply with industry-leading security regulations, including HIPAA, SOC 2 Type II, PCI DSS, and others.
pdfFiller scores top ratings on review platforms
Directions to find the form to be edited could be more simple and spelled out. Through trial and error, I was able to edit the form to my satisfaction. Thanks.
I have only recently signed on to complete medical referrals. But I would really benefit from a webinar! Sounds great.
I really do need a webinar.
The free tools and conversion into a…
The free tools and conversion into a PDF doc is awesome! The basics is all I need. The only struggle I had was having to figure out how to remove the verified by pdffiller signature date stamp
I find the programming impressive. I find the website less so as it is really quite hard to find out how do so such simple and presumably popular things as setting up formatted forms for use on a website. Too, find some terms a bit confusing such as template vice a fillable pdf vice a document. Maybe a startup, online primer to show exactly how to do basic things and find basic options. I will say this. My call to your support staff was excellent. Your agent told me exactly what I needed to know in that instance.
What do you like best?
Not much not to like. Spell checker would be nice. though.
What do you dislike?
After creating a document and saving it, it landed back in the template folder. Have to switch over to documents to access
What problems is the product solving and how is that benefiting you?
Editing PDF DOCs. Ability to search works great.
PDF Filler was very helpful preparing the documents. Questions were answered by the staff VERY PROMPTLY. I appreciate the assistance and directions to the questions I had.
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.
While Pdr Filer is a great tool
While Pdr Filer is a great tool. Customers should be given some type of training before they use the program. There are many features that are not being utilized because I don't how to they work or that they exist.
When I realized I had to solve a problem involving this company, I prepared myself for a multi-day, inconvenient annoyance. Instead, I was very pleasantly surprised to find a prompt reply which ended swiftly in a satisfactory way ... even though it turned out to be my own fault! I used the program for only one item but I "poked around" in it to get a better handle on it. For anyone using PDF's on an almost daily basis, I'm sure pdfFiller would be an extremely useful tool.