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editing floor plan
Easy to use and understand. Able to save changes easily.
What do you dislike?
wish there was more edit coloring options
Recommendations to others considering the product:
yes
What problems are you solving with the product? What benefits have you realized?
editing floor plan
2019-02-25
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2022-05-05
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.
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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
PDFfiller was an easy and convenient service to use. I filled out my PDF no problem and saved my documents. The customer support team was extremely helpful and accommodating when I needed to change my plan. Highly recommend!
2020-06-10
Archive Corporate Bylaws Feature
The Archive Corporate Bylaws feature provides a secure and organized way to store your company's foundational documents. With this feature, you can ensure easy access and proper management of your bylaws, making it simpler to maintain compliance and keep track of necessary updates.
Key Features
Secure digital storage for corporate bylaws
Easy access for authorized users anytime, anywhere
Version control to track changes over time
Searchable database for quick retrieval
User-friendly interface for seamless navigation
Potential Use Cases and Benefits
Businesses needing to maintain compliance with legal requirements
Companies preparing for audits or legal reviews
Organizations looking to update their bylaws efficiently
Firms wanting to share bylaws with new board members quickly
Start-ups setting up governance structures from the beginning
This feature solves the common problem of managing important documents by offering a streamlined approach. By using Archive Corporate Bylaws, you can eliminate the hassle of searching through physical files or scattered digital documents. Instead, you will benefit from a simple solution that keeps your bylaws organized, accessible, and ready for any situation that may arise.
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