FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google…
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PDFfiller
Score 9.0 out of 10
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pdfFiller is a comprehensive online document management platform that provides businesses with the services of form-building, PDFs editing and e-signing. The vendor says their tools help businesses to streamline document management, make workflows fully paperless, freeing up time and resources through intuitive process automation.
Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team
I chose to hit #9. I believe we all have abilities to broaden our needs so for the majority you may end up thinking this is a 10 if having used comparison tools or remembering those times when a certain "other" signature and document completion tool didn't go as planned or seemed less familiar. I will always welcome the clients and professionals who need my response to send their documents to me for PDF filling. On the random flip when I have to have communication rapidly flow on the go in a last minute piece of time, these people will receive my PDF™ items. And if tips and tools are necessary, they are rather easily placed where they can be worked out by anyone.
I will always be a faithful PDFfiller customer. The product has saved me a lot of time over the years and I find a great deal of value in the platform. If I move on to another company someday, PDFfiller will be going with me wherever I go.
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
I don't fully understand all the features and I could probably be using it better, especially the templates. The organisation of exisiting files could be better (ie similar to folders on a pc/laptop). I haven't really invested much time into exploring it further than filling out forms; There possibly is an organisation solution I haven't discovered yet
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
If you need help, you can easily search for it and find online tutorials that walk you through how to do specific things step by step. You do not have to read a 20 page manual or sit for a 10 hour training session, it is refreshing that you can take it at your own pace and learn things as you need to
When I was hired on by my current company I was already a paying customer, so I just brought it with me. Once I showed our President/Founder how simple it was to use for our contracts, agreements, and NDAs, it has been a staple in our company ever since. That was almost 3 years ago. We've closed quicker because of the speed at which we can turn signed docs around.
FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.
I have used other editors such as Adobe Acrobat and, in my opinion, for the money Adobe costs, if the need is just to edit pdf I would go with PDFfiller. It is a really easy tool to use. It's learning curve is not that steep and it does pretty much everything I need from it.
all the paperwork i need to fill out is typed, not handwritten into forms which looks much more professional. Almost as if I had an assistant to type out my documents
I love the fact that I can make an edit to an existing PDF. I dont have to go back and forth and ask for editable copies of word documents, etc.
