Shade Table in the New Client Onboarding Checklist with ease For Free
Drop document here to upload
Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.
0
Forms filled
0
Forms signed
0
Forms sent
Discover the simplicity of processing PDFs online
Upload your document in seconds
Fill out, edit, or eSign your PDF hassle-free
Download, export, or share your edited file instantly
Top-rated PDF software recognized for its ease of use, powerful features, and impeccable support
Every PDF tool you need to get documents done paper-free
Create & edit PDFs
Generate new PDFs from scratch or transform existing documents into reusable templates. Type anywhere on a PDF, rewrite original PDF content, insert images or graphics, redact sensitive details, and highlight important information using an intuitive online editor.
Fill out & sign PDF forms
Say goodbye to error-prone manual hassles. Complete any PDF document electronically – even while on the go. Pre-fill multiple PDFs simultaneously or extract responses from completed forms with ease.
Organize & convert PDFs
Add, remove, or rearrange pages inside your PDFs in seconds. Create new documents by merging or splitting PDFs. Instantly convert edited files to various formats when you download or export them.
Collect data and approvals
Transform static documents into interactive fillable forms by dragging and dropping various types of fillable fields on your PDFs. Publish these forms on websites or share them via a direct link to capture data, collect signatures, and request payments.
Export documents with ease
Share, email, print, fax, or download edited documents in just a few clicks. Quickly export and import documents from popular cloud storage services like Google Drive, Box, and Dropbox.
Store documents safely
Store an unlimited number of documents and templates securely in the cloud and access them from any location or device. Add an extra level of protection to documents by locking them with a password, placing them in encrypted folders, or requesting user authentication.
Customer trust by the numbers
64M+
users worldwide
4.6/5
average user rating
4M
PDFs edited per month
9 min
average to create and edit a PDF
Join 64+ million people using paperless workflows to drive productivity and cut costs
Why choose our PDF solution?
Cloud-native PDF editor
Access powerful PDF tools, as well as your documents and templates, from anywhere. No installation needed.
Top-rated for ease of use
Create, edit, and fill out PDF documents faster with an intuitive UI that only takes minutes to master.
Industry-leading customer service
Enjoy peace of mind with an award-winning customer support team always within reach.
What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
At first, I was disappointed by the service. We needed to fill out a rental application and have been very stressed. We found this website which seemed to be a dream come true. After having filled out all of the painstaking details, found that we had to pay to be able to fill out a document online. This was very frustrating. However, a customer service representative quickly resolved our issues. Thank you.
2014-06-03
The service works well and is very convenient, however I was disappointed by the way I was able to complete an entire form but was not advised it was not free until the form was completed after spending a couple hours working on it. Since this is a pay service, the consumer should be advised immediately upon accessing any forms on an internet search. In order to preserve my work, I had no choice but to subscribe. Perhaps you should market a new service that charges by the document. I would have gladly paid for that up front. The service itself works very well.
2015-07-02
Wonderful - the only way to make it better is to make it free or at least cut the cost in half. Thanks so much!! All in all a wonderful service and really worth the price!
2017-07-07
First time user
First time user. It was fast and easy to learn. I hate doing govt forms and this was so simple to use and completed what takes me hours in mionutes.
2023-04-30
I want to know how to utilize all of the features that PDF Filler offers. So far, I am enjoying having clean documents without pen errors or having to use whiteout.
2022-03-10
What do you like best?
How easy it is to use, the signature function too.
What do you dislike?
History saves only one document and can't change it.
Recommendations to others considering the product:
It's great, so don't hesitate
What problems are you solving with the product? What benefits have you realized?
Don't need a printer and scanner to fill out documents
2021-02-15
Great customer service
Great customer service. No hassle refund when I forgot to cancel before my free trial ended, I very much appreciate a company that operates this way!
2021-01-19
I mislead them on my intentions for the service level that I required. Once I brought it to their attention, I answered 3 questions; and the matter was immediately resolved. Outstanding customer service comms. !!!
2020-08-27
Adapting from working home, I needed to make forms fillable to get signatures and this service was exactly what I needed!
Even after I forgot to cancel my subscription after the free trial, their customer support was auper responsive and able to refund the autopayment.
Thank you!
2020-06-26
Shade Table - Streamline Your Client Onboarding Process
The Shade Table is designed to enhance your new client onboarding experience. It provides a structured approach to help users easily follow the onboarding steps, ensuring no detail is overlooked. This tool supports a smooth transition for your clients into your services.
Key Features of Shade Table
Customizable onboarding steps to match your business needs
User-friendly interface for easy navigation
Progress tracking to monitor client completion
Integration capability with existing software tools
Automatic notifications to remind clients of upcoming tasks
Potential Use Cases and Benefits
Onboarding new clients in a fast-paced environment
Training teams on standardized procedures
Improving client satisfaction and retention rates
Streamlining internal processes for efficiency
Ensuring consistency across client interactions
By implementing the Shade Table, you can address common onboarding challenges such as inconsistency and lack of communication. With its organized structure, clients can clearly see their progress, which fosters a sense of accomplishment. This ultimately leads to a better relationship, allowing you to focus more on building trust and delivering value.
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 do I get my first design client?
Having a design portfolio of at least 2-4 strong projects is essential for booking your first clients. That is the only way a potential client can see your style and what you are capable of! If you don't have much past work to show, you can create personal design projects for clients that showcase your ability.
How do I onboard a new design client?
How to onboard a new client Prepare for onboarding. Welcome your new client. Schedule a kickoff meeting. Implement the work plan. Monitor progress and provide ongoing support. Collect and implement feedback.
How to create a customer checklist?
11 steps to building a flawless customer onboarding checklist Send a welcome email. Understand customer needs and goals. Map out the customer journey. Define onboarding objectives. List key onboarding tasks. Create detailed task descriptions. Develop supporting materials. Assign responsibilities.
How do I onboard a new UX designer?
8 Tips for Onboarding Your New UX Designer Audit the existing onboarding experience. Map out their first days, weeks, and months. Give your new hire some easy wins. Assign them a 'buddy' Introduce them to the tools they need. Connect them with the team. Create an onboarding checklist. Schedule regular check-ins.
What is onboarding process in design?
User onboarding is the process of helping new users learn and understand your product or service with the hopes of turning them into long-term customers and advocates. It will convince new users that your product is easy to use and can help them achieve their goals.
How do you onboard new clients?
6 Steps to Onboard a New Client Schedule an Onboarding Meeting. If possible, hold a client onboarding meeting with a new client in-person. Review Roles and Responsibilities. Discuss Desired Outcomes. Anticipate Roadblocks and Plan Ahead. Ask for Feedback. Take Notes and Follow Up.
What does client onboarding include?
A client onboarding form is a set of questions shared with new customers to collect contact information, requirements, expectations, and other relevant details. The questionnaire guides customers through each step of submitting their data, providing you with a full picture of their goals and needs once it's completed.
#1 usability according to G2
Try the PDF solution that respects your time.