How to create a PDF with pdfFiller
Document creation is just the beginning
Manage documents in one place
Store all your contracts, forms, and templates in a single place with pdfFiller. Access and edit your files securely from anywhere in the cloud.
Sign and request signatures
Add your signature or send documents directly from the editor. pdfFiller makes it easy to prepare, sign, and send documents in one go—no extra steps or switching tools.
Maintain security and compliance
From data encryption to signer authentication, pdfFiller helps protect your data and comply with industry-leading security regulations, including HIPAA, SOC 2 Type II, PCI DSS, and others.
pdfFiller scores top ratings on review platforms
I join the annual personal plan and it says if it is annual you will got 65% discount on the $72. However, I noticed after payment that I did not get any discount.
I was very pleased to find most of the forms I needed for filing taxes in pre-fillable forms that I could complete on my PC. And then you guys keep them and allow templates. Wow, very helpful
What do you like best?
PDF Filler was a Game changer for me! All my files are saved as a PDF now, I can sign documents and send back via fax or email to customers. Its also very handy with my touch screen laptop. I use a stylist pen and clients can sign just 1 time and I can use it over the course of all their documents. Clients can come in and sign without dealing with paper and copying. All I need is 1 signature and that's it!!! My whole team loves it, and I have had other Agents ask me what I use, so I have referred several of my friends to PDF FILLER.
What do you dislike?
Wish they had more fonts and color texts. Also it would be great if we could capture a signature and send it in to use. Perhaps a bigger data base for signatures as well, and more documents to be saved. Overall this program is very useful in my line of business. I use it multiple times a day, even on the weekends when necessary.
Recommendations to others considering the product:
Easy to use and saves time and money
What problems are you solving with the product? What benefits have you realized?
So much less paperwork! Saves time, money, paper and ink. 90% of my documents are saved on my computer. So no more bulky filing cabinets and paper records. Less $ on ink, and paper which is very expensive. Its actually safer to save to a hard drive anyway. Very pleased with everything PDF Filler has to offer my business.
PDF Filler was a Game changer for me! All my files are saved as a PDF now, I can sign documents and send back via fax or email to customers. Its also very handy with my touch screen laptop. I use a stylist pen and clients can sign just 1 time and I can use it over the course of all their documents. Clients can come in and sign without dealing with paper and copying. All I need is 1 signature and that's it!!! My whole team loves it, and I have had other Agents ask me what I use, so I have referred several of my friends to PDF FILLER.
What do you dislike?
Wish they had more fonts and color texts. Also it would be great if we could capture a signature and send it in to use. Perhaps a bigger data base for signatures as well, and more documents to be saved. Overall this program is very useful in my line of business. I use it multiple times a day, even on the weekends when necessary.
Recommendations to others considering the product:
Easy to use and saves time and money
What problems are you solving with the product? What benefits have you realized?
So much less paperwork! Saves time, money, paper and ink. 90% of my documents are saved on my computer. So no more bulky filing cabinets and paper records. Less $ on ink, and paper which is very expensive. Its actually safer to save to a hard drive anyway. Very pleased with everything PDF Filler has to offer my business.
Great software
Excellent, the software is very easy to set up and use and gives me all the functions that I need to edit documents.
Ease of use. It allows us to edit documents easily and send them out to clients for signature.
Lack of choice of fonts. When you edit a document, the font is automatically changed, meaning you have to change the font throughout the document.
My experience with PDFiller was fantastic. I was amazed how easy to use!
I already answered this question.
Ability to locate forms and fill out online to produce a very professional looking and very neat document. This product was a winner for me. Save me a lot of time.
What an awesome product. We use accord forms so often in this office that it is nice to have help!
We like that most accord forms we use are already available from the site, but more so than that, the fact that we can upload our own documents as well. When you have to generate 150 certificates for one client, all different, this program makes that process seamless. The site runs very well, have not had to deal with freezing issues or losing extensive work because it didn't save, the site always saves my work for me. We just couldn't be more happy with the service.
There is not a lot that we do not like about the program, but one thing sticks out for sure. If one of my agents is logged on to the site and another agent logs in, the first agent will usually be kicked off. This was not really even an issue since the system always saved the agents work, and all of my agents will announce now that they are logging in.
PdfFiller works like a charm and Customer Support is great. I use pdfFiller more than I expected I would and for routine tasks such as filling out and sending important documents via USPS Regular Mail and Certified Mail, PdfFiller saves me time and effort. I had some issues learning certain pdfFiller features and I was surprised how fast Customer Support got back to me with assistance. I also liked pdfFiller's Forms library for ease and convenience and the ability to sign forms remotely.
Have not been able to successfully append a document more than 5 pages. That process does not appear to be very user friendly to figure out. Would love some guidance on how to do specific things with this program now that I have purchased it for a year!
What do you like best?
Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction.
What do you dislike?
Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste.
Recommendations to others considering the product:
Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients.
What problems are you solving with the product? What benefits have you realized?
The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.