Add Checkbox in the Financial Consulting Agreement Template with ease For Free
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Well I paid for the year then could not access a file I did the same day. Then I sent my accountant a file via attachment since he says "not technical" & could not open it in pdfiller file, so I sent as attachment so he could complete but he could not so he wrote it in now I have to complete it & paying him the same.
2016-02-23
I would like to attend a webinar at some time, but for next few months I am far to busy to take time and energy for the webinar. I'm sure there is much to learn although I did succeed in working on document that needed to be done. This is a great tool; I look forward to continuing to use it. Thank you!
2017-03-22
What do you like best?
The ability to sign, fill out and send documents easily and quickly.
What do you dislike?
Slow start up.and slow "save as" time. That is all.
Recommendations to others considering the product:
none at this time
What problems are you solving with the product? What benefits have you realized?
Signing contracts.
The ability to sign, fill out and send documents easily and quickly.
What do you dislike?
Slow start up.and slow "save as" time. That is all.
Recommendations to others considering the product:
none at this time
What problems are you solving with the product? What benefits have you realized?
Signing contracts.
2018-12-31
What do you like best?
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.
What do you dislike?
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.
Recommendations to others considering the product:
Do it. It is well worth the price for what you are getting.
What problems are you solving with the product? What benefits have you realized?
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.
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.
What do you dislike?
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.
Recommendations to others considering the product:
Do it. It is well worth the price for what you are getting.
What problems are you solving with the product? What benefits have you realized?
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
It was fairly easy to find my way around the website. Everything that you need it's all right there and you don't have to search and find what ever it is that needed to get your documents completed and able to send
2024-05-03
much better than trying to fill out…
much better than trying to fill out some of these forms by hand or create a form from image using something like Adobe acrobat. Only problem was you should probaby do better quality control on the forms provided. I found your Chapter 7 petition package to be unusable (all or most of the checkboxes use the same variable i.e., check one and you check them all.
2024-04-18
Honestly, I used this service for one day. I did the whole hoopla, signing up for the service, getting my PDF's and documents taken care of, then went in to cancel my free trial. Well, something went wrong, and I was charged for a full year that I didn't want. But the reason they get 5 stars instead of zero-- they voided the charge same day that I emailed them. They weren't worried about pinching pennies, they were worried about being a good business and doing the right thing. That's a 10/10 in my book. Honestly, I have them bookmarked on my webpage so that if/when I need their services again, I'll definitely be going back!
2023-08-23
Its been great, should be implimented into every office (I've interned for multiple senators) and if I would've had this in Rubio's office, I would have left two hours early eveyrday.
2022-02-10
I have found the software to be easy to use and has features that similar sites don't have. I have not yet spent much time to learn all of its features but I plan to. I would like to create forms and sell them on your platform. I would like to create some form that would allow a business to evaluate and identify its essential functions so that they may operate efficiently in times of, say a global pandemic.
2020-11-25
Add Checkbox in the Financial Consulting Agreement Template
The Add Checkbox feature in the Financial Consulting Agreement Template simplifies the process of securing client approvals and confirmations. This feature allows you to include checkboxes for specific terms and conditions, ensuring clarity and understanding in every agreement.
Key Features
Easily insert checkboxes into agreement templates
Customizable options for various conditions and approvals
User-friendly interface for quick edits and updates
Clear representation of client agreements and consents
Potential Use Cases and Benefits
Streamline client onboarding by confirming terms upfront
Enhance transparency in service agreements
Reduce misunderstandings by outlining specific responsibilities
Facilitate compliance with regulatory requirements
By incorporating the Add Checkbox feature, you solve the common problem of managing client agreements. Clients can easily recognize what they are affirming, which fosters trust and smoothens communication. With clear checkboxes, you mitigate the risk of ambiguity, ensuring everyone is on the same page. Make your contracts more effective today.
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