A pdfFiller Review: What Does pdfFiller Have to Offer?

Urgh. Paperwork. Sadly, it's a necessary evil whether you're a traditional business, online brand, or nonprofit. 

Fortunately, there are plenty of solutions to help streamline the monotony that comes with it.

So, in this blog post, we'll review one such platform – pdfFiller. More specifically, we'll look at its key features, pricing, customer service, and pros and cons to help you establish whether it's the right solution for your needs. 

There's lots to discuss, so grab a cup of java, and let's get cracking!

pdfFiller Review: About pdfFiller

pdfFiller was initially developed back in 2007 by Vadim Yasinovsky. He kickstarted the software for a friend who needed to fill out a form online. Fast forward to today, and pdfFiller offers lots more features and boasts an impressive user base, including Kellogs, Wayfair, and Facebook – to name a few! 

As we've already hinted at in the intro, pdfFiller is explicitly designed to help individuals, businesses, and nonprofits manage their paperwork. In short, pdfFiller claims to have utilized years of research and its patron's feedback to create its intuitive software for optimizing document workflows.

To give you a flavor of pdfFiller's standing, here are some quick-fire stats for your perusal:

• Over 25,000 people utilize pdfFiller every day to fill out their forms
• pdfFiller boasts over 34,000 five-star reviews on Shopper Approved
• pdfFiller has more than 56 million users

pdfFiller Review: pdfFiller's Core Features

Now that we've covered the basics, let's explore pdfFiller's core features in more detail:

Create Documents

pdfFiller comes with a form and document creator that enables users to create fresh documents with custom layouts, text, checkboxes, tables, graphics, images, and drawings.

Then once you're done, you can save your document as a PDF file (if you wish) and add fillable fields. On top of that, you can introduce your fillable documents by adding a welcome video.

Edit and Annotate PDF Docs

pdfFiller enables you to edit and annotate documents and document templates online and provides various features to make this as easy as possible. 

For instance, from the convenience of your mobile or desktop devices, you can edit original PDF content (which, without the correct software, is incredibly tricky). For example, you can highlight, blackout, erase and type text anywhere on the PDF. That as well as making significant changes to the document's format, adding checkmarks, and inserting watermarks. You can also add the date with just a click. 

You also get access to an undo and redo typing feature and a copy, paste, and cut function to help speed up the editing process. But best of all, you can quickly find and replace text, which makes executing several edits in one doc much faster. 

We also like that you can write notes on your PDF docs in the margins or anywhere else on the document. Plus, an online spell checker makes it painless to review and edit the spellings in your PDF documents.

On top of that, you can create PDFs using one of the 25 million fillable templates available in pdfFiller's template library. These include state‑specific legal forms and documents. Professional attornies make these, including documents like NDAs, real-estate-related forms, leases, wills, and consumer contracts.

You can also collaborate, audit, and search for documents from one intuitive, centralized interface. 

Lastly, you can merge, rearrange, and number the pages of multiple PDFs to form a brand new document out of existing files. You can even split pages from a PDF to form a new document with just the pages you need. Similarly, you can insert, format, rotate, and delete extra pages to create a bespoke PDF document that fits your needs.

Overall, pdfFiller provides everything you need to convert your static PDF doc into something more dynamic for both the sender and receiver.

Upload and Store Documents

You can upload documents onto pdfFiller's interface by simply dragging and dropping them. You can upload file sizes up to 25 MB from the following sources:

• Google Drive
• Dropbox
• OneDrive
• Box
• From a URL
• PDF Library
• From an email

At this point, it's also worth noting that pdfFiller supports the following file types:

• .pdf
• .doc
• .docx
• .rtf
• .ppt
• .jpeg
• .png
• .txt 

Then, you can securely store and access your documents using pdfFiller's unlimited cloud storage service whenever you need them. You can retrieve files via a web browser or pdfFiller's mobile app. 

E-Sign

In addition, you can e-sign your PDF docs and likewise share docs for the relevant parties to e-sign. 

pdfFiller makes creating legally binding e-signatures effortless. To clarify, under the E-Sign Act of 2000, signatures like the ones you can add in pdfFiller are legally binding. 

You can even insert your actual handwritten signature using a photo from a webcam or drawing it via a mobile device, laptop's touchpad, or desktop mouse. Alternatively, you can type your signature using a keyboard.

Of course, you can still print PDF documents for recipients to physically sign.

Lastly, pdfFiller's stamp lets you verify who signed your documents and when.

Automatically Fill Forms

You can also automate client data collection and use this information to prefill your forms. In fact, you can automatically populate a thousand copies of a file with data from a spreadsheet, CRM, or API. Then, you can send prefilled copies for signing. 

Needless to say, you can add which fillable fields you deem necessary for the purposes of your document.  

Collect Data and Customer Payments

pdfFiller enables you to construct easy-to-fill PDF forms and connect them to a payment system to allow customers to pay you. You'll be pleased to hear that for the end-user, the payment process will be over and done within minutes.

These forms are mobile responsive, meaning recipients can pay you via mobile or desktop devices. In addition, you can publish these payment forms on your website or share them with clients via a link. 

PDF Converter

You get access to a PDF converter that enables you to convert PDFs to and from DOCX, XLSX, PPTX, TXT, and JPEG formats.

Security

You can protect your PDF documents with two-factor authentication and encrypted folders. 

You also benefit from the following security features:

• Banking-level security and encryption
• US federal and EU GDPR (General Data Protection Regulation) compliance standards are adhered to
• PCI DSS certification (This stands for Payment Card Industry Data Security Standard)
• SOC 2 Type II Certified (This stands for System and Organization Controls (Type Ⅱ))
• HIPAA compliance (This stands for Health Insurance Portability and Accountability Act)

Share Your Docs

When you're done editing your docs, you can export and share them with just a few clicks via email, text message, fax, USPS mail, or notarize them online. You can also share your fillable document via a QR code so the recipients can easily access the file via their mobile devices.

Access to iOS and Android Apps

As we've already said, users can access pdfFiller via an app (compatible with iOS and Android). This enables you to work while you're on the run. With ease, you can access pdfFiller's features, including the ability to edit, send, and sign PDF docs from the amenity of your tablet or smartphone. 

pdfFiller Review: Integrations

pdfFiller boasts three native integrations:

• Salesforce
• Dynamics
• Zapier

The latter enables you to connect with hundreds of other third-party services. 

pdfFiller Review: Customer Service

As you'll see in the pricing section below, the promptness of the in-person customer support you'll receive is based on your chosen pricing plan. 

With that said, anyone can access its online support center. You can type in your query, and pdfFiller will populate a list of resources to match your needs. 

To help find the right self-help documentation for your query, you'll also see a list of help center topics split into the following subsections:

• Manage my account
• Billing
• How do I submit forms to the IRS?
• MY DOCS Basics

From here, you can also access the community forum where you can post your questions to the pdfFiller community. However, you'll have to log into your account to participate in the forum. 

There's also a specific page dedicated to billing support, from which you can submit a ticket, access chat support, or call 1 (855) 750-1663. Apparently, this phone line is staffed 24/7.

pdfFiller Review: Pricing

Before we delve into the nitty-gritty of pdfFiller's pricing plans, we think it's worth noting that you get a free 30-day trial. Then, once you upgrade to a premium plan, you benefit from a 180-day money-back guarantee. In addition, you can cancel at any time without any obligations. Similarly, you can switch plans whenever you want. 

With that said, pdfFiller's pricing plans are as follows:

Basic

Based on annual billing, you'll pay $8 a month, for which you can:

• Fill out, edit, draw, print, save, and fax documents
• Convert PDFs to editable word docs
• Erase, highlight, annotate, and re-write PDF docs
• Access documents from any device
• Receive in-person customer support within a day

Plus

Based on annual billing, the Plus plan will set you back $12 a month (based on annual billing).

For which you'll get everything above, plus you can:

• Create documents and reusable templates
• Merge, rearrange, and add pages to docs
• Insert basic fillable fields
• Receive in-person customer support within half an hour

Premium

Again, you get everything above for $15 a month (based on annual billing), plus you unlock the following features:

• You can e-sign and create advanced workflows.
• You can use SignNow to send documents to recipients for signing (you get a 30-day trial for this service)
• You get access to one of the most extensive online libraries of legal forms. There are over 85,000 state-specific forms created by legal experts available that are suitable for personal and business needs.
• You can collect and export data.
• Access to instant chat customer support

pdfFiller Review: pdfFiller Pros and Cons

Last but not least, before wrapping up this pdfFiller review, let's evaluate pdfFiller's most notable pros and cons:

pdfFiller Review: Who's pdfFiller Best for?

pdfFiller specifically highlights that it meets the needs of the following kinds of businesses:

• Business Owners/SMBs
• Enterprises
• Insurance companies
• Medical companies
• Real estate firms
• HR companies/departments
• Tax and financial uses
• Legal firms/departments

pdfFiller Review: Are You Ready to Start Using pdfFiller?

So, there you have it – that's our pdfFiller review!

pdfFiller is best suited to those with several forms that need editing, creating, sending, etc., The same goes for if you're looking for an extensive library of editable legal PDF templates. 

The platform is pretty easy to use. Plus, the number of features you get far surpasses the functionality of the kinds of free PDF services you might already be utilizing. 

If you're interested in pdfFiller, you have nothing to lose by taking its 30-day free trial out for a spin. This is the best way to see whether the platform is a good fit for your needs. Although you'll likely find there’s somewhat of a learning curve involved, on the whole, we think it's worth persevering with. You'll probably save time in the long run – especially if your business manages lots of paperwork!

Do you think you'll use pdfFiller? If so, tell us why in the comments box below. Speak soon!