Última actualização em
Aug 16, 2021
FormSwift Sale Information Grátis
Use pdfFiller instead of FormSwift to fill out forms and edit PDF documents online. Get a comprehensive PDF toolkit at the most competitive price.
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The filler form was OK; however, it would have been better to know there was a cost and subscription up front before putting all the time in to fill out the form. Especially when it was shown as "FREE"
2014-08-22
This comes in so handy for certain projects we do here at the office. I actually love it. Well worth the price! I would like to attend a webinar to learn more about the features and things I am probably missing out on.
2017-11-01
What do you like best?
Huge time saver because we spend a great deal of time filling out forms, and we fill out the same forms with the same info year after year, and pdffiller keeps it for us and all we have to do is change the date.
What do you dislike?
Nothing really. It's an odd process, fill in your forms, hit this button, then hit that button, and then go find the finished product in your downloads. I would prefer to specify where it goes and rename it before it goes there.
Recommendations to others considering the product:
If you are an insurance agent that uses Acord forms, this is for you.
What problems are you solving with the product? What benefits have you realized?
This definitely saves me money because it save my staff huge amounts of time. Everything is now done digitally, so we need our forms in a digital format that we can save from year to year and change information in the forms at will.
Huge time saver because we spend a great deal of time filling out forms, and we fill out the same forms with the same info year after year, and pdffiller keeps it for us and all we have to do is change the date.
What do you dislike?
Nothing really. It's an odd process, fill in your forms, hit this button, then hit that button, and then go find the finished product in your downloads. I would prefer to specify where it goes and rename it before it goes there.
Recommendations to others considering the product:
If you are an insurance agent that uses Acord forms, this is for you.
What problems are you solving with the product? What benefits have you realized?
This definitely saves me money because it save my staff huge amounts of time. Everything is now done digitally, so we need our forms in a digital format that we can save from year to year and change information in the forms at will.
2017-01-17
What do you like best?
That you allowed me to submit all that I had to the IRS.
What do you dislike?
That initially I could only submit 5 to the IRS.
What problems are you solving with the product? What benefits have you realized?
Electronic Submittals to the IRS.
That you allowed me to submit all that I had to the IRS.
What do you dislike?
That initially I could only submit 5 to the IRS.
What problems are you solving with the product? What benefits have you realized?
Electronic Submittals to the IRS.
2019-01-28
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2019-08-30
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2021-07-30
The advisor "Kara" was quick and easy…
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2021-02-19
So far this program is a game changer. I wish it was cheaper (a discount for teachers on a year subscription would be wonderful!!) but I like what I am seeing so far;)
2020-08-23
Elisa stepped right into action and helped me with my accounting issue. It is so nice to be able to have an account services individual help a customer with ease. This is a very rare occasion especially during this pandemic. Thank you Elisa!!!!!
2020-08-14
FormSwift Sale Information Feature
The FormSwift Sale Information feature helps you organize and present critical sales data effectively. It offers a user-friendly interface that simplifies data management for your sales transactions.
Key Features
Customizable templates for different sales scenarios
Easy data entry and management
Secure cloud storage for all transaction records
Real-time collaboration with team members
Export options to various formats for flexibility
Potential Use Cases and Benefits
Ideal for small businesses tracking customer purchases
Useful for sales teams managing client information and sales history
Effective for entrepreneurs preparing for product launches
Helpful for freelancers documenting service sales
Beneficial for anyone needing organized records for tax purposes
This feature can address your challenges with managing sales information. By centralizing your records and providing easy access, you can save time, reduce errors, and improve your overall workflow. With FormSwift, you can focus more on building relationships and growing your business.
#1 usability according to G2
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