Call Details Record Form Templates

What do you like best? The ease of use, the verification of signature and the compatibility on all types of documents. What do you dislike? The cost...yearly is pricey considering there are programs that you pay more upfront but it’s a one time fee. What problems are you solving with the product? What benefits have you realized? Making my documents fillable for my students while teaching remotely

What do you like best? Being able to bill my clients in a timely manner. What do you dislike? The fact that you cannot delete entries all at once. Recommendations to others considering the product: It's a great program to use when your clients need to be billed on 1 500 claim form. What problems are you solving with the product? What benefits have you realized? Being able to bill my clients

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.

What do you like best? Basically, it just works. There is no learning curve, no difficulties, no glitches. It is simple, does what it is supposed to do and more. I can merge sheets, sign docs, fill out forms ... everything that could otherwise be a hassle while working remotely. What do you dislike? It may just be my set up, but when I have completed the document on pdf Filler and click "save as," it downloads to my desktop as opposed to allowing me to set the folder of my choice on my hard drive. Not that big of a deal to open the download and 'save as' from there, but just a small annoyance. What problems are you solving with the product? What benefits have you realized? I often receive documents piecemeal - one page at a time - or I get them back from different signors in different configurations. I love that I can upload them all at once, merge them right off the bat and have the combined document. I can easily rearrange the pages if needed too. Also, during this Pandemic, it has proved invaluable in getting documents easily executed when you cannot meet with signors in person.