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See for yourself by reading reviews on the most popular resources:
Mostly good - had a little difficulty when the app decided I could only answer 1 category when I needed to respond to all 5 subcategories of a question. Also, messed with the date - it changed to a different format.
2017-03-21
Just needed access to a quick fillable PDF for SOAP notes when my office management software with builtin SOAP notes crashed. It is filling a need for the moment, doubtful I will continue. It seems like a nice program but the diagram on the SOAP notes is too cumbersome to mark with the given symbols on the chart as, so far, I have seen no way to actually mark the figure on the chart with the same symbols electronically. There are some symbols available, like the check, circle and line but they are not like the ones on the actual symbol chart. If there was a more expedient way to use those same symbols I might actually be very interested in using this.
2017-09-01
Very useful. Would like to see a Strike-Through option where the user can highlight a section of text and select the Strike-Through option to strike through the selected text. Thanks!
2018-08-24
I am having trouble with the Schedule B when it gets half way down the page my screen jumps back to the top and I have a hard time making sure everything is on the right line
2018-11-08
One of the better document editing apps available
Allows you to go completely paperless. Create pdf files from Excel, Word, etc. Merge or split different files. Offers electronic signatures. Easy to operate. Can track if the document has been viewed.
The app does what it says it does but in order to use more advanced features and options, the cost can get expensive.
2019-02-05
Great service
Great service. I was able to put together some T&C'S for my business and personalise them by adding my logo and name where nedded.
2021-05-10
The advisor "Kara" was quick and easy…
The advisor "Kara" was quick and easy to speak with and resolved my query in a span of time. Great service.
2021-02-19
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Pdf Filler is extremely user friendly. I love being able to easily add signatures to documents.
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I don't like that you cannot combine documents.
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Add the ability to combine or add documents.
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Helps me to complete documents ina timely manner.
2021-02-16
I AM LEARNING THE PROGRAM BUT ENJOY…
I AM LEARNING THE PROGRAM BUT ENJOY THAT I CAN ADD MY SIGNATURE AND SEND OUT THE DOCUMENT VIA EMAIL OR FAX-
2020-07-16
Migrate Financial Consulting Agreement Template to pdfFiller
Streamline your financial consulting agreements effortlessly with our Migrate Financial Consulting Agreement Template to pdfFiller. This feature simplifies document management, allowing you to focus on what truly matters—your clients.
Key Features
Seamless migration of documents to pdfFiller
User-friendly interface for easy editing and customization
Secure storage options for sensitive financial data
Collaboration tools for sharing and signing agreements
Compatibility with various file formats
Potential Use Cases and Benefits
Financial consulting firms looking to enhance workflow efficiency
Independent consultants needing a reliable document solution
Organizations that require quick updates to consulting agreements
Clients seeking an easy way to sign and manage contracts remotely
Ultimately, our Migrate Financial Consulting Agreement Template addresses your document management challenges by providing a simple, secure, and effective way to handle agreements. You can ensure clarity and professionalism in your contracts, leading to stronger client relationships and peace of mind.
#1 usability according to G2
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