Insurance Proposal Form Templates

What do you like best? The ablitiy to be able to edit documents in PDF format is great. Saving time. When we are bidding on a job i can use the form provided to us from the client. Very easy to use and has worked well ever time I have neede it. Another great feature is that the PDF filler is auto saved in your online profile... so you can take the documents with you. What do you dislike? some times when you go to open the PDF from my email directly... it does not up load... so then I have to down load the pdf on to my computure, open PDF fill web app then upload file..... not sure why it does this but it has happened more often lately than it did before. Recommendations to others considering the product: It would be great if the filler could be able to authenticate docuements, a big one for us is Bonding, When we submit a bond they require an e-bonding ( look it up) the ebond authenicates the signatures from 3 different parties and leave a digital paper trail that can be confrimed by the client. We recently had to do this and the one website mobile bonds.com has an interface that is not user freindly for set up... and we had to spend countless time with the tech on the phone for the first few bonds. If the filler is able to do this that would be great. What problems are you solving with the product? What benefits have you realized? Allowing us to make our bid proposals look great, avoid hand writing in documents, setting us apart from the rest. we also can share the file with my staff making it even better

What do you like best? I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper. What do you dislike? I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that. Recommendations to others considering the product: A must have if you're in the insurance industry. What problems are you solving with the product? What benefits have you realized? It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.

What do you like best? How easy I can manage PDF documents (fill, convert to an Office document, and signatures). I'm very glad!! What do you dislike? Nothing, it's easy to use and fast. I recommend this tool to anybody. What problems are you solving with the product? What benefits have you realized? I work in a Legal Department and we review a lot of contracts on a daily basis. Most of the documents came in on PDF format, so using PDF filler to convert the file to an MS Office is easy.

What do you like best? Ability to create templates (e.g. for billing) and changing dates when needed. What do you dislike? too much to choose from when importing records from the library. What problems are you solving with the product? What benefits have you realized? Able to access files and email or fax at will when on the road.