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What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
PDF Filler has saved me a lot of time and money. I deal with contract and paperwork on a daily basis. Before I got PDF Filler I had to run to my office print ,fill in blanks ,scan and emailback. Now i just upload to PDF Filler and type the changes i need for my paperwork .Thanks Angie
2018-05-29
Excellant! I am an insurance Broker
My forms are stored and I can retype the information for the up coming renewals with applications for Insurance both Liability and Property and Specialty insurance
I would like that PDFiller would have a storage data for my forms that I can go back to each year for each of my clients and update for the new year, thus redosing my retyping of information on the Acord Form.
2017-09-26
********** was the easiest & fastest customer service to resolve a billing issue. If I need to use a document signing company in the future it will most definitely be **********! Thank you ********** Team you truly are amazing! This world needs more kindness in it, thank you for everything!
2022-04-12
What do you like best?
One can easily edit, e-sign and share PDF documents online. Very effective while converting PDFs.
What do you dislike?
Doesn't let other forms of documents to convert. Only allows PDFs.
What problems are you solving with the product? What benefits have you realized?
It is not possible or difficult to e-sign your documents by using other websites or applications. Best website for e-sign.
2022-01-20
No printer no program
I don’t have a printer and have to email any thing needed printing to my daughter I was able to send my document to her email address to get printed.Thank you
2021-03-26
I lost an edited document due to my mistake
I lost an edited document due to my mistake of having two emails with you guys, your service agent support helper Anna was exceptionally patient and accommodating, fast, super reliable and helpful, I had given up in hopes of recovering the doc, and she made it possible, freaken legend she is
2020-12-18
Great customer service
I didn't use the service, and my payment was refunded so easily! Most companies are not as willing to offer that level of customer service.
2020-09-25
Honesty and integrity are not something…
Honesty and integrity are not something I align with online trial subscription. Most will hope you forget so they can charge you anyway. But PDFfilIer holds to a higher standard. I am NOT an employee forced to write a review. This for real just happened like 10 minutes ago.
I signed up for a trial to complete a job for my employer. Forgot to cancel before the trial ended. I don't make much, so $96 was a hit I wasn't expecting or able to pay. Support had already approved and completed the refund and cancelation of my subscription before I had even finished explaining my situation to the rep in chat (Aiden). The email came from "Sarah from PDFfiller" explaining that it was taken care of while I was still chatting with the rep.
I was expecting a battle. Now I expect to either sign up with PDFfiller when I have a more consistent need or get my boss to pay for the service. The platform was quick and easy to navigate. Based solely on this experience, I would recommend this platform if you are in need of creating these types of documents.
The only thing I would change is that I couldn't find my payment options in my account info to see what card was used. Nor could I find an avenue to change my payment options.
2025-06-18
I used this one time for squares for a fundraiser and was looking forward to continuing using this service needed for a side job; however, this side job fell through. I thought I had cancelled on March 2, but must have not submitted something. I was charged today. If I could be refunded I would really appreciate it.
2025-03-10
Share Contact Record Feature
The Share Contact Record feature streamlines communication and enhances teamwork by making it easy to share contact information across teams or with clients. It keeps your connections organized and accessible, ultimately leading to more efficient collaboration.
Key Features
Easily share contact information with team members or clients
Securely manage contact data with permission settings
Access shared contacts from any device
Integrate with existing contact management systems
Update shared records in real-time to keep information up to date
Potential Use Cases and Benefits
Sales teams can quickly share potential leads to close deals faster
Project managers can update team members on relevant contacts for their projects
Customer support teams can access shared contacts to improve service response times
Networking professionals can maintain up-to-date connections across various platforms
Marketers can collaborate effectively by sharing target audience contacts and insights
This feature resolves common communication hurdles, allowing for seamless sharing of important contact information. By enabling teams to easily access and update shared records, it helps reduce delays and fosters stronger relationships, leading to improved efficiency and productivity.
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?
Contact Support
How can you share a record?
Go to the Module from which you want to share a record and select a record. In the Record Details page, click the More Actions icon and then click Share. In the Sharing [Record] popup, do the following: Select the users with whom you want to share the record.
What are the different ways to share a record?
Role Hierarchy: If we add a user to a role, the user is above in the role hierarchy will have read access. OWN: Defines the baseline setting for the organization. Manual Sharing: Criteria Based Sharing rules: Apex sharing:
Who can manually share records?
Manual sharing allows users to grant one-off access to their individual records for users, roles, and public groups. Manual sharing is available: To the record owners, their managers in the role hierarchy, and administrators. For objects set as public read-only or private in organization-wide defaults.
How can a user have full access to a record?
Every record is owned by a user or a queue. The owner has full access to the record. In a hierarchy, users higher in the hierarchy always have the same access to users below them in the hierarchy. This access applies to records owned by users, as well as records shared with them.
What is the difference between permission set and sharing rules?
They just allow greater access for particular users. You can share records owned by certain users or meeting certain criteria. Permission sets only provide general permissions to objects. Creating a permission set is like extending a profile.
What is the difference between profile and permission set?
The key difference between the two is that the Profile is the users base set of permissions and all users are assigned to one. Profiles can be used to give or take away permission from the users assigned to it. Permission Sets can only give or extend permission to the users assigned to it.
What is the sharing rule?
Sharing Rules. Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.
Video Review on How to Share Contact Record
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