Set Sheet in the New Client Onboarding Checklist with ease For Free
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Simplifies everything, makes everything much, much easier. In real estate, the ability to simplify the requirements for clients makes a massive difference in their overall experience. I highly recommend PDFfiller for all brokers out there!
2017-08-12
What do you like best?
How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
What problems are you solving with the product? What benefits have you realized?
Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
What problems are you solving with the product? What benefits have you realized?
Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
2019-01-28
Are you one that needs to easily sign documents and return by email? this is the software to use
None
I really liked how the software navigates you through the document so quickly so you don't forget to fill in any information, and it tells you if the recipient receives it.
It's supposed to have just about any document you would need or want but I couldn't find any of the ones I needed. It was frustrating trying to look for a document and not be able to figure out where the list was.
2017-11-15
Communication & follow through on point.
Only ever used Adobe in the past. Found this affordable option. It is fantastic. User friendly and an effective app. I applied for a rental with a heap of forms to fill out and now our family are living in it.
I accidentally signed up for the 1year subscription. I contacted the help desk, and advised that I only wanted to use it during the trial period for a purpose and happy to pay for one month.
Their reply communication was quick and on point. They summarised and actioned exactly what I requested. Only charged me $30 for the month, refunded the difference $114 and cancelled my future subscription. I would happily use this again. Thank you very much.
2022-03-28
I like everything except when filing in…
I like everything except when filing in the forms the lines do not automatically wrap to the next line. I have to know to stop and manually go to the next line, Maybe that could be fixed. Also, when I tried to share the completed to form via email; nothing was received by the recipient. Only via fax did information get received.
2021-08-19
What do you like best?
The best feature is that you can use the check and cross marks easily!
What do you dislike?
I dislike the fact that there isnt a hand-free drawing feature. I wish I could draw lines and curves on top of some pictures, for example!
What problems are you solving with the product? What benefits have you realized?
I use it to grade my students papers in Pdf. It is easier to attach hand written exercises to pdf, and then go directly to pdffiller.
2021-04-19
When I first started using PDFfiller (couple of years ago) I wasn't impressed with it - it could have been because of a lack of experience. I had problems with lining up numbers or letters within the document. However, now it is a breeze and this program is great. I am beginning to depend on it a lot. Bottom line - it is a great product.
2021-03-16
@KARA is the BEST!!
@KARA is the BEST!!! She my our chat simple and easy. Reassured me as a customer. and didn’t embarrass me for cancelling due to my circumstances. Thank you thank you thank you Kara!!!!!!
2021-02-17
Customer Service
Friendly customer service and support, thank you so much fo caring about needs of PDF consumers.
I can do whatever I want from a PDF software
Basically I liked everything about the software
2020-09-22
Set Sheet in the New Client Onboarding Checklist
The Set Sheet feature simplifies the onboarding process for new clients. With this handy tool, you can streamline workflow and ensure no essential tasks are overlooked. It provides a clear framework for both you and your clients, making it easier to start on the right foot.
Key Features
Customizable templates to fit your specific needs
User-friendly interface for easy navigation
Automated reminders to keep everyone on track
Real-time collaboration options for team input
Comprehensive checklists that ensure all steps are completed
Use Cases and Benefits
Enhance communication with clients during the onboarding phase
Reduce the risk of oversight with systematic checklists
Improve efficiency by centralized task management
Gather feedback swiftly through direct client engagement
Foster strong relationships by providing a seamless experience
This feature addresses common challenges in client onboarding. By using the Set Sheet, you minimize confusion and miscommunication. It leads to a smoother transition, allowing you to focus on building valuable relationships with your clients. Embrace the Set Sheet to enhance your onboarding experience and set a positive tone from the start.
#1 usability according to G2
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