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
The user interface for entering numbers in a field is not particularly user friendly. That's the biggest thing. A feature to 'delight' your customers would be to include a field that had a simple 'summation' function.
I preveiously gave the program a low rating before technicians showed me that my problem was user error. I find PDFfiller a great addition to my daily work. I can fill the forms in and also go back and edit. Love it!
waste of money. program to difficult to learn. I am a 1 2 3 type of person. This program does not fit my needs
lack of experience on my part. process greater easie
I like using the program the only downfall for me is unless I pay more for the subscription I'm not allowed to use the premier options. That is my opinion It's already expensive for me since I really only use it for tax returns.
The best software for creating fillable forms
Overall using PDF filler has been an awesome experience, It has been really easy to use and it has allowed to reduce the amount of paper in the office.
PDF filler is just great for any office, every day we are going for a much paperless way of working and being able to send fillable pdf forms makes this much easier.
Sometimes when creating the forms I'm having issues when placing boxes, because they sometimes don't line up where I want them to go.
Cost effective and top class customer support,
integrating pdfFiller has been a breeze, my team use it everyday to send out dozens of branded quote documents and it's never failed us.
The main driver for us in this decision was the ability to use our own branded PDFs. The second was the ability of pdfFiller's system to integrate with Salesforce via Zapier.
I genuinely can't think of anything I don't like. It does exactly what it needs to do.
It is very easy to operate and fill in and forward or make a copy if needed.
It is very easy to operate and fill in all the information needed in the forms.
Very user-friendly
Very user-friendly. Great solution to making PDFs fillable on your computer and sending them online rather than hand filling them and having to scan them. Excellent product!
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.