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OUTSTANDING. Beats e-fax, Kinko's/Fed Ex, all of them buy incomparable margins! Price, customer support, tech/innovation - all of it! The difference of apples and oranges! Keep up the terrific work! Well done.
2015-04-27
Great!! Saves me lots of time where I would have to find the form print it out and then type the information. The only thing that is a problem is the instructions within the form itself. I feel the instructions throughout the form should not be on the printout itself.
2015-09-10
I've enjoyed editing a pdf calendar with my families birthday and anniversary dates to gift this Christmas. Editing was a snap and I have saved my work so I can add more info if needed.
2017-12-23
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En celular se me dificulta un poco pero es solo de acostumbrarme
2024-10-18
When I tried to sign in from a new home…
When I tried to sign in from a new home computer, after I put in my email and password, a box flashed with information in the top right of my screen. It flashed and disappeared so quickly that I could not read it. I had to keep attempting to sign in so that each time I could read a little farther in the box which I finally was able to read and it told me that an email had been sent to my email account and I had to go there to verify that it was me signing in from this new computer. The box should not flash and disappear so fast that it cannot be read.
2022-09-08
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2021-10-10
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2021-02-17
Good editing capabilities (particularly…
Good editing capabilities (particularly with additional features like signing).Customer support were very prompt with their response and actions.
2020-06-14
The form was free
The form was free, really free and didn't require me to pay to download my document as other sites do. It was easy to use with instructions provided. I loved the check mark option.
2025-03-16
Shift New Client Onboarding Checklist Feature
The Shift New Client Onboarding Checklist feature streamlines your process of bringing new clients on board. Designed with you in mind, this tool simplifies each step, ensuring that you and your clients stay aligned from day one.
Key Features
Step-by-step onboarding process
Customizable checklist templates
Real-time progress tracking
Collaboration tools for your team and clients
Automated reminders for important tasks
Potential Use Cases and Benefits
Accelerate onboarding for new clients
Reduce errors and omissions during client setup
Enhance communication between team members and clients
Improve client satisfaction and retention
Free up time for your team to focus on other projects
This feature addresses common onboarding challenges by providing a clear and organized method to guide you and your clients through the necessary steps. With the Shift New Client Onboarding Checklist, you ensure no detail is overlooked, and each client receives a tailored experience that sets the stage for a successful partnership.
#1 usability according to G2
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