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.

Need clients to complete a form and/or sign a document; pdfFiller is the perfect tool. I needed a way for clients to access a fillable PDF via link multiple times throughout a process and give access to this same form to other team members to sign off on different stages of the process. pdfFiller made this very easy to do I was able to teach this to my team in 10 minutes so we were able to integrate this into our workflow. Easy to use, even if you have no experience creating fillable forms or verified digital signatures. It only manages very basic workflows, however, their sister app AirSlate does full workflow management, so if you need something a bit more robust, that's a great option!