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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? The fact that you can make templates for repeat use. That saves me a lot of time. What do you dislike? The cost is a little high for what I use it for- just doing some monthly billing for a handful of clients. What problems are you solving with the product? What benefits have you realized? It saves me time and I have a lot of difficulties filling out insurance forms by hand as the fields are so small.

What do you like best? I usually dont like to take time to review but this one is warranted and a long time coming. What I like best is how many hours it has saved us. We subscribe to several tools and PDFFiller is one of them that we use on a daily basis at the office. I cannot tell you how much time this has saved us especially while submitting proposals. We also love the fact that it has an inbuilt ability to send out e-signature similar to docusign so we do not have to subscribe to a separate service for that. If there is one tool that has given us a 100x return on our investment that is PDFFiller. I am also thankful to the PDFFiller team as they keep on innovating and adding new features. What do you dislike? Nothing really. Like I said above, this tool as delivered massive value to our company. What problems are you solving with the product? What benefits have you realized? Editing PDF docs, adding, merging, e-sign docs etc etc. Avoids us having to scan docs I mean it has a bunch of features that once you start using it you will be like WOW! This is one of the MUST HAVE productivity tools in your arsenal.