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
I have had a wonderful experience with PDF filler thus far. I was able to connect with help very quickly when I had difficulty printing the document. Thanks very much!
I wanted to improve the efficiency of filling out repetitive information on business documents and improve the readability of the documents... Mission Accomplished!
Extremely Useful, Slightly Non-Intuitive
Love the program/service/software and all its online functions, including the US Legal Forms integration for documents like wills and trusts. But it is a little clunky/non-intuitive in terms of user experience and interaction–be prepared to spend time clicking around to find not only your own documents, but also the service's libraries. Looking forward to integrating with third-party/external cloud storage.
Easy to edit.
I had a little trouble completing the form correctly but it was my fault. I went back and made corrections easily and all seems fine.
I used their 30 days free trial
I used their 30 days free trial, of course totally forgot about it and was charged for a year subscription without any notice. But I have to say that they reverted the payment within minutes after my request. Honest and nice service!
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.
How I spent an hour filling out fields, then was forced into a trial through the threat of losing my doc if I did not comply with trial? that? that was messed up. the app is amazing. but that first experience overshadows.
One of the best customer service…
One of the best customer service centers I've encountered. They responded promptly, understood my concern, and issue resolved immediately. Thank you!
No training necessary
No training necessary! I was able to figure the tool out in a few minutes and got my first client signed. Thank you PDFFiller!