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A little difficult navigating. There is no clear description of what some of the functions are. Would be helpful to maybe add a description as you hover over a button, or at least give a description of what the function does when you click on it.
2018-01-19
Excellent PDF filling software
I really recommend this software, just get a good internet connection or else you might get a bit frustrated.
This software is really good for filling pdfs my clients send me and then sign them at ease, and the fact that you can use an extension for your mail and edit online without having to download saves a lot of time
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2018-05-17
Good product for the money
this product is well priced which is great for a startup business. The accessibility of acord forms is a big plus. I do wish it had a few more features that would make it even better - like the ability to attach an email without having to save in pdf and upload - and having a task option for future projects would be so great.
Ability to create and save documents required by insurance industry is a plus. I like being able to access the program from anywhere and being able to upload documents for client files.
Does not have ability to do sub folders and wish there were a section for each client for notes for tracking of conversations. Also wish there were a calendar where you could add tasks with reminders.
2017-11-14
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2022-12-12
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There are several applications I have not used with this software
2022-07-08
ONE THING I DONT LIKE IS THE TOOL BAR…
ONE THING I DONT LIKE IS THE TOOL BAR WHEN ALINEING TEXT GET IN THE WAY OF SEEING THE ALINEMENT OF LETTERS
2021-02-10
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I need to learn more about the pdffiller. I am interested to know other features to assist in my tax practice.
2020-12-21
I have found the software to be easy to use and has features that similar sites don't have. I have not yet spent much time to learn all of its features but I plan to. I would like to create forms and sell them on your platform. I would like to create some form that would allow a business to evaluate and identify its essential functions so that they may operate efficiently in times of, say a global pandemic.
2020-11-25
Just want to let you know that the…
Just want to let you know that the people that work for PDFiller are great people. In these hard time we are going thru I had to cancel my account and request refund. They said they could help, they did and I received a notification via email the second day after my request back to PayPal. THANK - YOU
2020-04-27
Add Tags to Salesforce Proposal Template
Enhance your Salesforce proposal management with the Add Tags to Salesforce Proposal Template feature. This tool allows you to organize and categorize your proposals with ease. You can streamline your workflow and increase collaboration among your team members.
Key Features
Easily add and manage tags for each proposal
Search and filter proposals by tags
Customize tags to fit your project needs
Collaborate on tagged proposals with team members
Potential Use Cases and Benefits
Organize proposals by client, project, or status
Quickly locate specific proposals during reviews or audits
Facilitate teamwork by sharing tagged proposals
Improve efficiency in proposal management
By adding tags to your Salesforce proposals, you address the challenge of proposal clutter. This feature allows you to locate and manage your documents effectively. It transforms how you handle proposals, leading to better organization, enhanced communication, and improved results.
#1 usability according to G2
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