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2014-05-04
I really like the application a lot. I am finding the fact that you do not have a field value setting which comes in handy for allowing a Check Mark to have a Value and Calculate costs based on Check Marks or Drop Down Menus. I also would love a copy and paste a single field, this comes in handy for repetitive drop down menus. Prepopulating a field from an earlier field value would be great in helping people not have to enter same information more than once.
2017-04-28
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2018-10-17
It's made creating and saving a document I'm working on for my department possible. I'm very satisfied with the appearance of this document thus far. Thank you.
2019-09-09
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Overall added efficiently for the Agency and Clients
PDF filler is easy to work with, easy for the clients to sign and send documents back, overall a winner
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Nothing, everything works very well and we appreciate the product
Recommendations to others considering the product:
Get it, it works.
What problems are you solving with the product? What benefits have you realized?
Overall added efficiently for the Agency and Clients
2019-08-15
Excellent Customer Support
I received quick email responses from costumer support and very fair and kind help - I wasn't aware of my subscription status and was billed for a full year. Because I didn't need the full year subscription, I cancelled my subscription and emailed customer support right away to let them know. I requested a refund and it was kindly granted. Mind you, I emailed them as soon as I got my billing notification from PayPal and my bank account hadn't been charged yet - but they made sure to refund me before I was charged! Many thanks to the helpful customer support worker.
2022-04-15
Customer ******* is *********! The support staff (****) spent 45 minutes with me getting through the steps I needed to save and print my document. **** was extremely patient and walked me through the steps a second time. I give them a five!!
2021-05-21
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I recently found out I was paying for two separate accts., and I contacted PDFFiller and they were able to straighten it out for me, I am very satisfied with both their product, and their customer service.
2021-02-23
Its ok. It would have been nice to know that you would request credit card info before being able to save or print your document. Thats bad faith and almost akin to blackmail, considering a Govt agency has you approved as a trustworthy company to handle sensitive information.
2021-02-16
Shift Proforma Invoice Feature
The Shift Proforma Invoice feature offers you a straightforward way to create and manage invoices before finalizing them. This tool simplifies the billing process, ensuring you stay organized while enhancing your client communication.
Key Features
Easy-to-use invoice templates
Customizable fields for client details
Automatic calculations for totals and taxes
Option to add notes and terms
PDF export for professional presentation
Potential Use Cases and Benefits
Businesses can draft invoices for client approval, improving cash flow.
Freelancers can provide estimates before official billing, enhancing client trust.
Project managers can track project costs accurately with detailed invoices.
Consultants can present their services clearly to clients, minimizing confusion.
With the Shift Proforma Invoice feature, you can eliminate confusion in the billing process. It allows you to provide clarity and transparency, ensuring your clients understand what they are being charged for. By offering a detailed preview of the invoice, you can gather feedback or make adjustments before sending the final version, ultimately leading to smoother transactions and better client relationships.
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