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2019-02-03
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We use PDFfiller primarily for tracking and completing registration forms for the advanced trainings we provide to mental health professionals across the country. Manually managing these forms was a nightmare as our business started to grow. Once we started using PDFfiller, it began incredibly easy and hassle free to monitor who was registered for which trainings and when. the integrated PayPal and Stripe systems make it super easy to allow customers to pay registration fees immediately and we are notified as soon as that happens. Also, PDFfiller offers a digital fax line. In today's day and age, we are completely wireless and adding a hardwired fax line would have been such a pain. For 10 bucks we are able to digitally send and receive faxes which is very helpful when dealing with physicians and other medical providers.
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We have only had one real issue with PDFfiller. At some point a few months ago, we had some issues with the PayPal/Stripe payment integration. We were unable to send receipts to our customer which was rather frustrating for us and them because of the amount of money people spend to some to our trainings. I reached out to someone at PDFfiller and a manager responded the next business day and said they would get in touch with the team who handles that part to get it fixed. Though I did not hear back, within a week or so the problem was fixed.
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Do it. It is well worth the price for what you are getting.
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Sending and receiving faxes through this program is a lifesaver. I am able to access them anywhere at any time whether I am in the office or out of town. It's also a great organizational tool for tracking out "link to fill" forms.
2020-02-06
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2021-09-14
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2021-07-31
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2021-05-02
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2020-10-30
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The ability to send PDF's for signature and manipulate fields...
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sometimes the automatic field mapping can be quirky and when people sign documents it may not be the most intuitive set up.
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2020-08-14
Set Access to Annual Report Template – Foreign for Profit
The Set Access to Annual Report Template – Foreign for Profit feature streamlines your reporting process. This tool provides a structured format for foreign profit organizations to create their annual reports efficiently.
Key Features
Customizable templates for various reporting needs
Easy data input and extraction
Compliance with international reporting standards
User-friendly interface for quick navigation
Provides access control for different user roles
Potential Use Cases and Benefits
Annual reports for foreign profit organizations seeking transparency
Presenting financial performance to stakeholders
Simplifying audits and compliance checks
Enhancing collaboration among team members
Tracking financial trends over multiple reporting periods
By utilizing this feature, you can eliminate the hassle of report preparation. It resolves common issues like compliance confusion, data inconsistencies, and inefficient collaboration. With an organized approach, you free up valuable time to focus on your core business activities.
#1 usability according to G2
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