Revise Endorsement in CWK with ease For Free
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I like it. It is fairly easy to find old forms. I the retention of files I have opened and being able to go back and make edits to files I worked on.
2016-04-16
The program really is free is the best feature! That said, using the program is very simple and user friendly and does a fantastic job! Thank You PDF filler!
2016-05-01
What do you like best?
Easy to use and has a wide variety of tools. Makes it easy to go paperless. Great price for the number of features it offers. Highly recommend.
What do you dislike?
More mobile compatibility for when I am on the go.
Recommendations to others considering the product:
I highly recommend. It is well worth the price.
What problems are you solving with the product? What benefits have you realized?
Added the ability to have forms sent and signed the same day when working with partners out of state. Stores my forms in one location making them easy to locate.
Easy to use and has a wide variety of tools. Makes it easy to go paperless. Great price for the number of features it offers. Highly recommend.
What do you dislike?
More mobile compatibility for when I am on the go.
Recommendations to others considering the product:
I highly recommend. It is well worth the price.
What problems are you solving with the product? What benefits have you realized?
Added the ability to have forms sent and signed the same day when working with partners out of state. Stores my forms in one location making them easy to locate.
2017-12-07
PDF Filler is a must for me!
I love it! As a small business owner who strives to maintain a professional business image (website, business cards, etc.) , PDFfiller does just that for the proposals I create for my customers ... both future, and repeat. I know for a fact my customers appreciate the quality and professionalism of the proposals they receive from me - they've told me so! Thanks PDFfiller!
I love the ability to quickly, and easily, create/copy professional proposals for my customers. I then save each file as a PDF (with my logo embedded at the top left of each document), and attach via e-mail for completing my estimation process with each customer.
The only thing I've discovered is with the particular template I use for my particular proposals - my template has an area that indicates "Page 1 of _" ... well, there are no additional pages that are affiliated with my template, so I end up either having to re-edit to ensure my entire proposal fits into "Page 1", or I have to continue additional pages outside of PDFfiller.
2019-01-22
easy software to use and afords most of the functions that I need
the ease of use and the price, availability of pdf acord forms on line, and ability to revise forms with the pdf fromat
does not have some of the functions that would make it even more useful to an insurance agent, i.e. the ability to attach emails and the ability to document conversations for reference and use of other team members
2017-11-20
PDFFiller
I liked being able to create customizable fillable forms for our company. Overall, it is easy to use and responsive. PDF filler is great for a digital signature and saves your previous signature for efficiency.
the customizable form feature sometimes lagged and caused minor issues.
2022-12-13
Had a very pleasant experience dealing with their customer service department. They are very professional and knowledgeable. Product is great and their customer service department is excellent
2021-10-20
We are an accounting office in Kansas and we have quite a few clients that are out of town and this program allowed us to get signatures with out having the clients come into the office multiple times. I would defiantly recommend this program! We are a small firm so the basic package works for us and it is a reasonable price and the customer service is great, prompt and knowledgeable.
2020-05-26
The product is very good and it works very nice and it's very easy to comprehend how to use it, but the way you have the purchase setup I feel is very misleading I signed up for the month the month payment and you took a full year out of my account I did not like that that is why I would never recommend your product to anyone want to use because you can really mess up a person and you could be taking money that they could not have to be taken at the time.
You need the fix your payment process area or you will lose other customers like myself because I did report it to the Better Business Bureau cuz I did not appreciate that.
2020-04-27
Revise Endorsement in CWK Feature
Revise Endorsement in CWK simplifies the process of updating your endorsements easily and efficiently. This feature streamlines your workflow and enhances your overall experience.
Key Features
User-friendly interface for easy updates
Automated notifications for revisions
Secure storage of endorsement history
Customizable templates for various endorsements
Integration with other CWK tools
Potential Use Cases and Benefits
Quickly update endorsements following changes in policies
Maintain accurate records for audits and reviews
Enhance team collaboration on endorsement revisions
Save time with automated tracking and alerts
Improve customer satisfaction with timely updates
Revise Endorsement in CWK addresses common challenges in managing endorsements. By offering a simple update process and ensuring all records are current, you can avoid miscommunication and enhance compliance. This feature helps you stay organized, providing peace of mind and allowing you to focus on your core tasks.
#1 usability according to G2
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