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2018-10-26
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I mostly use for 1099NT's as mentioned above. I really need to explore!
I use Quickbooks and have to send out 1099NT which is not a capability in Quickbooks. 1099 forms must be scannable and I can purchase the printed forms and fill it out on PDFfiller. I can then print on the scannable forms and they are perfectly aligned. Saves time and money. Also, I like the fact that I can create a template so I don't have to re-type the same company information, tax numbers, etc. The product is easy to use.
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I don't really dislike anything about PDFfiller. Other than maybe the fact that I probably don't use it enough to offset the cost.
Recommendations to others considering the product:
Easy to use - I intended to use for a month and then cancel, but I ended up keeping it.
What problems are you solving with the product? What benefits have you realized?
I mostly use for 1099NT's as mentioned above. I really need to explore!
2019-03-05
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Allows unlimited potential to edit virtually any document and send it electronically or conventionally. This software is a time saver/life saver.
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The drawback. The Eraser tool. This tool could use some work as far as the shape of the tool. The option to be circular as well as the normal shape would be of great assistance when editing. A competitor of yours, sorry to mention uses an eraser too that is amazing and I have thought of switching simply for access to the editing qualities of that software. It allows for the one time purchase of their software and I would not pay monthly fees to maintain it either.
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Try out the product and use it!! See what you are missing!!
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The editor allows our office to clean up and mark up documents received in our office such as lease agreements or forms attached to a policy which either enhance or negatively impact the clients coverage from year to year. We directly not on those forms in our proposals during renewal negotiations so the client has specifically seen and reviewed how the coverage impacts their insurance needs.
Allows unlimited potential to edit virtually any document and send it electronically or conventionally. This software is a time saver/life saver.
What do you dislike?
The drawback. The Eraser tool. This tool could use some work as far as the shape of the tool. The option to be circular as well as the normal shape would be of great assistance when editing. A competitor of yours, sorry to mention uses an eraser too that is amazing and I have thought of switching simply for access to the editing qualities of that software. It allows for the one time purchase of their software and I would not pay monthly fees to maintain it either.
Recommendations to others considering the product:
Try out the product and use it!! See what you are missing!!
What problems are you solving with the product? What benefits have you realized?
The editor allows our office to clean up and mark up documents received in our office such as lease agreements or forms attached to a policy which either enhance or negatively impact the clients coverage from year to year. We directly not on those forms in our proposals during renewal negotiations so the client has specifically seen and reviewed how the coverage impacts their insurance needs.
2019-05-21
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2019-11-14
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2021-11-12
PDF Filler
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2021-11-11
Pre-fill Incentive Agreement Feature
With our Pre-fill Incentive Agreement feature, you can streamline the process of creating and managing incentive agreements. This tool allows you to quickly fill in essential details, saving you time and reducing errors in your agreement documentation.
Key Features
Automatic population of standard agreement fields
Customizable templates to fit your specific needs
Integrated data verification to ensure accuracy
User-friendly interface for easy navigation
Secure storage of agreements for easy access
Potential Use Cases and Benefits
Onboarding new partners efficiently with quick contract creation
Facilitating sales teams with timely incentive agreements
Minimizing administrative workload through automation
Enhancing compliance by maintaining records in a secure environment
Improving communication with stakeholders by providing clear agreements
This feature addresses common problems such as delays in agreement processing, manual errors, and the complexity of managing multiple documents. By implementing the Pre-fill Incentive Agreement feature, you can ensure prompt execution of agreements, allowing you to focus on building successful partnerships.
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