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 have difficulties to send to sign to 2 people at the same time. I follow instructions but it does not work. The rest is good, specially on line help is good! Thank you
9/15/16: Hard to find blank forms for completion, but questions are covered well by support folks. Default is yearly subscription, but support folks were able to convert to monthly subscription at desired level.
Problem with changing previous form required upgrade to yearly business plan. The erase tool only works with upgraded plans.
I have only recently signed on to complete medical referrals. But I would really benefit from a webinar! Sounds great.
I really do need a webinar.
I use it for filling out work related forms. The forms look much better when filled out online rather than writing in all of the data. I'm able to save a copy online or on my computer, rather than filing a hard copy. It's very convenient and the forms look good too.
Trumps other PDF Filling Software
This is simple software to use. Easily manipulate PDF forms, enter and delete data. No more need to print, fill out, scan and send PDFs. Automates work processes for more efficiency.
Sometimes if you are signed in on more than 1 computer or device you can lose your work.
Great service and free trial is a long…
Great service and free trial is a long period of time verses only a few days. Simple to use and simple to cancel subscription through support center or chat.
It was so easy and convenient to send…
It was so easy and convenient to send documents to IRS and I used the customer service/help desk and they were very knowledgeable and answered my questions promptly. First time user and I'm impressed!
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.
I wanted to use this tool temporarily…
I wanted to use this tool temporarily because I had to sign a lot of documents at the time. I kept it and use it for a lot of things now! Its very useful and worth the money.