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What do you like best?
In our busy world, it is great to find a tool like PDFfiller to make things easier and to make sure private information is kept private. We no longer send attachments that can be read in an email that has sensitive information. Using templates has cut down our document sharing time! We now create a template that can be used over and over again. The big win in the form filling tool is the ability to add validation for the data entry.
What do you dislike?
The only complaint I get from users is PDFfiller documents are not showing up in their primary inbox. They have to search for them. We made it mandatory to check the box to send a copy of the email notification to our email address. This has made it easier to forward the email with the secure link to the recipient if they can't seem to find the PDFfiller email generated to them.
Recommendations to others considering the product:
Really take a look at your existing document and take the time to setup templates.
What problems are you solving with the product? What benefits have you realized?
In our office, we have tons of forms that need to have checkboxes and other types of validation done along with making sure it is easy for our users can easily sign the documents. PDFFiller provides the validation we need for our users to fill out forms properly. PDFfiller has multiple ways for users to sign electronically whether they are on their mobile device or their laptop; signing electronically is easy for them.

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.