Seal your deals with confidence using Investment Advisor Contract Template builder tool
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Store all your contracts, forms, and templates in a single place with pdfFiller. Access and edit your files securely from anywhere in the cloud.
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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.
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pdfFiller scores top ratings on review platforms
I like the program, but I really needed the ability to add Bates Numbering.
If the program would overcome some of the rather important limitations, this would
be an excellent deal for the money.
It is convenient, ensures legibility and a professional appearance, and is easy to use. I have used it only for basic functions - i.e. filling in blank lines. I still need to explore what else it can do.
Its a good overall program although I had issues uploading my pdf assignment for school, and when I submitted it online, the pdf was completely blank. Not sure why this program did that.
What do you like best?
Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
What do you dislike?
I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus
Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
What do you dislike?
I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus
Definitely recommend
Software is fantastic and only exceeded by their awesome customer service. Paul on the live chat dealt with my request/query efficiently and effectively. Highly recommend these guys.
I really like it not just because of the amazing features but it was absolutely free and could allow me download my work without paying a dime, cheers to the entire team
Great app
Great app - really easy to use. Doesn't change the quality of the document. Probably won't pay for it long term - I would pay £1 or something everytime i wanted to use it though...
This is one handy app
This is one handy app! I'm constantly having to sign this or sign that but pdfFiller makes the process so simple and seamless. Gone are the days of printing my doc, signing it, and then scanning it back to HR at our corporate offices. pdfFiller has saved me a ton of time! I love it1
I made a mistake and bought a year subscription instead of one month as I needed, I immediately emailed customer support and thought I would be waiting days for a reply if I was lucky, but to my surprise I received a response within 2 minutes. She offered to change my subscription and refund the rest of my money, I of course excepted and they changed it immediately! ***** ******** for your amazing customer service! And your forms, that have been time saving!