Last updated on
Nov 28, 2024
pdfFiller scores top ratings on review platforms
I found it to be very useful but expensive. I wish I would've had the option of paying monthly instead of a one time upfront transaction with no warning.
I just started using this software … Found it while searching for a PDF Editor on Google...Very easy to use... Extremely efficient … I love it!
I have experienced the ability to successfully accomplish getting all of My Documents Completed With Very Professional Appearances. The Set-Up of Your Site Is Awesome and Easy to navigate. I had a billing issue d/t a old acct. being presented. But Customer Service Resolved that problem immediately.
I REALLY enjoy. How simple this app. can make a task such as
" creating a legal document ". (Which, at first can sound super intimidating ".) become. Easy to use, Step by step explanation's & examples. I love the FREE 3o day upgrade trial. I've tried to think, of anything I would do differently... & I honestly can't come up with a thing!, NICE WORK!!
It's very easy to create
It's very easy to create, edit, share, get website code, and sell these forms. The reason I am giving a 4 star instead of 5 is the price.
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.
Watch pdfFiller eSignatures in action
Check out a quick video tutorial that shows how to create and place your signature or send a document for signing.