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A very useful product, although a bit tricky (complex) to work with. I don't fill out enough PDFs to make a subscription worthwhile, even at the discounted 75%-off rate. Thank you for allowing me to try it!
2018-11-01
What an awesome product. We use accord forms so often in this office that it is nice to have help!
We like that most accord forms we use are already available from the site, but more so than that, the fact that we can upload our own documents as well. When you have to generate 150 certificates for one client, all different, this program makes that process seamless. The site runs very well, have not had to deal with freezing issues or losing extensive work because it didn't save, the site always saves my work for me. We just couldn't be more happy with the service.
There is not a lot that we do not like about the program, but one thing sticks out for sure. If one of my agents is logged on to the site and another agent logs in, the first agent will usually be kicked off. This was not really even an issue since the system always saved the agents work, and all of my agents will announce now that they are logging in.
2017-11-17
I've had an awesome experience using…
I've had an awesome experience using the service thus far. It has exceeded my expectations and has become a reliable "go-to" for myself and my team.
2024-05-12
it did what l wanted it to do. i was not aware this kind of software existed until pdf filler. if l do this kind of job regularly l will use Pdf filler
2022-05-04
Love it!
Very easy to use and comes in handy at the most inconvenient of times. When I'm out and busy, I can get documents filled out fast and easy on my phone.
2022-02-11
Usage of this form was very…
Usage of this form was very satisfactory and user friendly. I would have liked to complete and print or email the form for signatures before completing this survey.
2021-08-08
Had an unknown charge from pdf filler…
Had an unknown charge from pdf filler on my credit card, contacted them and they were very helpfully clearing up the charge it had been my wife who had subscribed to them but she has since passed away they cancelled subscription and gave full refund
2021-03-25
Great Customer Service!
I hadn't realized That I was getting billed, and for 9 months, I was paying for a service I only used once. Ryan helped me over the customer support, and helped me find the email I had used (it wasn't my main account), and helped me cancel the subscription for a full refund. He was super nice about it to, so I figured I'd review him.
2021-02-28
What do you like best?
I can copy, save my files and print off the site to get my 1099's and if I like I can email my workers this for the convenience of saving the stamp.
What do you dislike?
sometimes its hard to find a certain item I need but with the Help Chat they found it very quickly for me.
What problems are you solving with the product? What benefits have you realized?
I use the site for my 1099's and used it once for a Bill of Sale item I sold.
2021-02-16
Save to Cloud Proforma Invoice Feature
The Save to Cloud Proforma Invoice feature helps you store and manage your invoices efficiently. With this tool, you can streamline your invoicing process and gain easy access to your documents anytime and anywhere. This feature caters to your business needs by providing a reliable solution for invoice management.
Key Features
Save proforma invoices directly to cloud storage
Access invoices from any device with internet connectivity
Share invoices seamlessly with clients and team members
Quickly search and retrieve saved invoices
Ensure data security and compliance with standard practices
Potential Use Cases and Benefits
Small businesses can manage invoices without losing important documents
Freelancers can showcase their work with professional invoice templates
Teams can collaborate on invoices, reducing delays in approvals
Accounting departments can maintain organized records for audits
Companies can improve cash flow management by tracking invoices efficiently
By implementing the Save to Cloud Proforma Invoice feature, you can solve common invoicing problems. It reduces the risk of lost documents, enhances collaboration, and simplifies your workflow. You will find it easier to stay organized and maintain a professional image, leading to improved client relationships and timely payments.
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