Benefit from a Document Workflow Management Software for Photographers

Maintain an organized database of your contacts and easily locate the documents you exchange with them.
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Streamline Your Photography Business with Document Workflow Management Software

As a photographer, you juggle many tasks daily. Managing contracts, client communications, and editing can be overwhelming. Our Document Workflow Management Software is designed to simplify these processes, allowing you to focus on what you love: capturing moments.

Key Features of Our Software

Centralized document storage for easy access and organization
Automated workflows to reduce time spent on repetitive tasks
Client portals for seamless sharing and feedback
E-signature capabilities for quick contract approvals
Integration with popular photo editing software

Use Cases and Benefits

Save time by automating document management tasks
Enhance client experience with easy access to files and feedback options
Improve organization with a single location for all documents
Increase efficiency during busy seasons with streamlined operations
Focus more on photography while we handle your paperwork

By using our Document Workflow Management Software, you can transform your workflow. It solves the common issue of losing track of important files and managing multiple projects simultaneously. With our solution, your photography business can operate smoothly, letting you dedicate more energy to your craft.

How does pdfFiller’s CRM simplify contact and document management?

How does pdfFiller’s CRM make your workday easier?

With CRM

Keep customer data in one place
Locate sent documents in seconds
Handle contacts within your PDF solution

Without CRM

Create a new folder for each customer
Manually sort documents into folders
Browse countless folders to find a single document
Store customer data in a spreadsheet or third-party database

Maximize
the efficiency of your team’s daily document routines

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Anna Stone
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08/16/22 01:44 PM
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Ben Castor
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Manage all your business contacts centrally with pdfFiller’s CRM

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Create new contact cards to store your customers’ personal details. Screenshot 1
Keep customer information for future reference. Screenshot 2
See the entire history of document transactions associated with a specific contact. Screenshot 3
No need to switch tabs or go to My Docs to send a PDF to your contacts. Screenshot 4
Make navigating through your database a breeze. Screenshot 5

How to use Document Workflow Management Software for Photographers by pdfFiller

Handling contacts and documents doesn't have to be a tiresome and unproductive process. With pdfFiller's Document Workflow Management Software for Photographers, you no longer need to spend time and effort manually cataloging documents by clients and searching for appropriate files. You can conveniently store personal customer records, group them, add notes, and track records.

Follow the steps below to use Document Workflow Management Software for Photographers:

01
Sign in to your account or make a new one.
02
Go to the CRM in the menu at the top of the page next to the Documents section.
03
Import your contacts from Google or add a new contact manually.
04
Find your Contacts on the left-hand side, create new contact cards, and categorize them into different groups.
05
Click Add contact.
06
Enter the customer’s personal information (name, email, phone number, etc.).
07
Complete adding a card with the Save option.
08
Bind documents to the card and leave comments.
09
Group clients by attributes in their cards, for instance, by organization.

Use pdfFiller’s CRM to manage your contacts and documents efficiently and quickly.

Looking for an end-to-end PDF solution with a built‑in CRM? Here’s why businesses choose pdfFiller

Ready to try pdfFiller’s CRM?
Start managing your contacts now