Unite Us Contact Record For Free
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Note: Integration described on this webpage may temporarily not be available.
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What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
Very helpful, how ever when I searched PDFiller for this exact document, it was unable to locate it. I had to go on line and search for the document download and up popped PDFiller with the doc. I could not find on my accounts search.
2015-05-17
Got up & running pretty quickly. Very grateful. Really appreciated the Guidebook!!! Running in to a few glitches, but I have confidence that there are solutions as the software seems pretty powerful.
2017-03-24
It's not as intuitive as I hoped to use the mobile apps, and it seems there are many steps to doing the main process which led me to purchase PSF filler--uploading and emailing HIPAA related documents that I've photographed. I'm sure there'll be a learning curve, however, so I am still hopeful.
With two helpful and timely chat guidance, I was able to resolve my problems with scanning and uploading photographed documents quickly. I still wish the mobile app allowed me to rename the document so that I wouldn't have to fiddle with it later in the browser app, but am happy with many other features at this point.
2018-01-13
What do you like best?
I enjoy the ease of being able to upload a PDF file and edit the file online and add or delete content as necessary. I then download the completed PDF file to my documents.
What do you dislike?
I'm not sure this is a dislike but if I send a completed PDF document with a requested signature to a client the client Gets charged a fee.
Recommendations to others considering the product:
Pdffiller is a great way to complete additional documents are contracts used on a daily basis
What problems are you solving with the product? What benefits have you realized?
The ease of creating a document helps make business go faster. Duplicating documents that require only minor changes.
I enjoy the ease of being able to upload a PDF file and edit the file online and add or delete content as necessary. I then download the completed PDF file to my documents.
What do you dislike?
I'm not sure this is a dislike but if I send a completed PDF document with a requested signature to a client the client Gets charged a fee.
Recommendations to others considering the product:
Pdffiller is a great way to complete additional documents are contracts used on a daily basis
What problems are you solving with the product? What benefits have you realized?
The ease of creating a document helps make business go faster. Duplicating documents that require only minor changes.
2020-01-23
customer support
I had cancelled my subscription but it had not gone through and was charged. I explained this to the customer support team and they helped me very nicely and gave me a refund. It was efficient and very understanding!
2023-10-01
I received a message saying thank you for payment on the annual subscription. I simply emailed back stating that I had cancelled the subscription before the trial period ended, and I requested a refund. I was contacted almost immediately from a representative of pdfFiller that they had cancelled the subscription and issued a credit back to me. I am impressed with how quick and easy it was. Thank you!
2023-05-22
A good all rounder for filling pdfs and signing forms
pdfFiller is a useful tool that lets me fill, sign and send client contracts
I like being able to add text to pdf forms, then email,download or print the completed forms
I have to be honest, it's a bit clunky and takes some getting used to
2023-01-17
This program is new to me...so far no…
This program is new to me...so far no issues. Well one small one. when I used a different device, it asked me to verify with a code. they gave me the code but it would not let me type in the code. Howervr I was sill able to use the program without the code.
2022-03-08
This is my first time dealing with PDFFILLER! There were some issues and they quickly assisted in resolving the areas in question . I would recommend them to business professionals and someone like me that has a periodic need for administrative documents.
2020-05-03
Unite Us Contact Record Feature
The Unite Us Contact Record feature helps organizations track and manage interactions with clients effectively. It offers a structured way to gather important information and creates a comprehensive view of the clients you serve. This tool fosters better communication and collaboration among your team members.
Key Features
Centralized storage for client interactions and data
Real-time updates on client status and needs
Seamless integration with other Unite Us tools
User-friendly interface for efficient navigation
Ability to track referrals and follow-ups
Potential Use Cases and Benefits
Nonprofits can customize client records to meet specific needs
Healthcare providers can streamline patient follow-up processes
Social workers can easily document interactions for better case management
Community organizations can track service delivery and client progress
Teams can improve collaboration with shared access to client information
By implementing the Unite Us Contact Record feature, you can solve common challenges such as disorganization and communication gaps. It allows you to maintain accurate client data, ensuring everyone on your team has the information they need. This leads to improved service delivery and enhances the overall experience for your clients.
#1 usability according to G2
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