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It was a life saver for me as I transitioned my insurance business. It looks so much more professional to import supplemental applications and forms and complete them with a keyboard. In the past, I did them by hand even though I worked for one of the largest insurance agencies in the country. In the past, I was unaware of your product, or I would have bought it myself to use.
2015-08-17
This app has been very helpful in tracking various forms and schedules in one place. I couldn't always access a particular form but generally, this was a great way to do a one-stop-shop for tax forms.
2018-04-06
What do you like best?
Ease of changing a PDF to suit a particular need and/or make corrections to a PDF to present to a different customers
What do you dislike?
Only downside is not having an autosave when working on a PDF and after being distracted by other people returning to the PDF to find you need to restart.
Recommendations to others considering the product:
Quality solution to alter PDFs to be tailored to suit a particular presentation to a client
What problems are you solving with the product? What benefits have you realized?
Changing PDF's to be tailored and personal as per each individual client that we present to
Ease of changing a PDF to suit a particular need and/or make corrections to a PDF to present to a different customers
What do you dislike?
Only downside is not having an autosave when working on a PDF and after being distracted by other people returning to the PDF to find you need to restart.
Recommendations to others considering the product:
Quality solution to alter PDFs to be tailored to suit a particular presentation to a client
What problems are you solving with the product? What benefits have you realized?
Changing PDF's to be tailored and personal as per each individual client that we present to
2019-04-23
What do you like best?
PDF filler is easy to work with, easy for the clients to sign and send documents back, overall a winner
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Nothing, everything works very well and we appreciate the product
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Get it, it works.
What problems are you solving with the product? What benefits have you realized?
Overall added efficiently for the Agency and Clients
PDF filler is easy to work with, easy for the clients to sign and send documents back, overall a winner
What do you dislike?
Nothing, everything works very well and we appreciate the product
Recommendations to others considering the product:
Get it, it works.
What problems are you solving with the product? What benefits have you realized?
Overall added efficiently for the Agency and Clients
2019-08-15
Great Experience
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2022-04-06
This popped up as I was looking for an…
This popped up as I was looking for an IRS form and this was perfect as my printer is on the outs and I NEED to send these forms to the IRS
2021-06-13
Easy to use and share documentation. Been an absolute godsend for filling in forms and applications. Probably won't use a lot as the requirements are limited.
2020-05-22
Would recommend 100%
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2020-05-13
It's kind of quirky, because I[m not familiar with pdfFiller and it just pops up all of a sudden out of nowhere, so I don't know where to begin.
2025-03-25
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What if I have more questions?
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How do you add a letterhead to a PDF?
Go to the Configuration module > Customer Communication > Letterhead. Click Add. Enter a name, and upload your PDF file. Choose a default page size (A4, Letter), or enter a custom width and height for your page. Choose the margins for your document.
How do you use Bates numbering?
There is no standard method for numbering documents, nor is there a standard type face used for such numbers. Manual Bates stampers use a self-inking mechanism with four to seven numbered wheels. Some stampers allow for consecutive, repeat, duplicate, and triplicate numbering.
What is the Bates numbering system?
Bates Numbering, also known as Bates Stamping, is an indexing method used for legal, business and medical documents (PDFs in most cases). Bates Numbers are perceived as digital reference points used to uniquely identify and label each page in a set of documents.
What is Bates numbering in PDF?
Bates numbering is a method of indexing legal documents for easy identification and retrieval. Each page of each document is assigned a unique Bates number that also indicates its relationship to other Bates-numbered documents. Bates numbers appear as headers or footers on the pages of each PDF in the batch.
Is Bates numbering required?
Bates patented his device for applying consecutive numerical stamps to documents in 1892. In the old days, Bates-stamping documents required a person to literally stamp each page of the set of documents to be produced. Clearly, Bates-labels were useful, even essential.
Why is it called Bates stamping?
The Bates Automatic Numbering-Machine or Bates stamper is named after the late 19th century inventor Edwin G. Each time the machine was pressed down onto a sheet of paper, a rotating wheel was moved incrementally.
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