pdfFiller vs. SmartVault

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

SmartVault sends out a cover letter with the tax returns that includes a link for them to download their tax returns, avoiding the insecurity of an email attachment. It does not include a statement retrieval feature but does work very nicely with a third-party app called FileThis. The majority of the users in the office have not been able to install the Outlook plug-in due to "a certificate error." In five years, SmartVault has not addressed this issue.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Create and edit forms with ease.
• Send forms out for signature and field completion to clients, vendors, and employees.
• Saved us a ton of time and space around the office, since we have been able to eliminate the fax machine and scanner.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Easy navigation
• Email notifications
• Document previews

• multiple users can not login at the same time. When the 2nd user login to the same account, it will logged out the 1st user automatically.
• For using advanced features of this software users need to pay a lot. It's very expensive.
• Unavailability of task manager. It can help users to add their tasks on the dashboard itself and give reminders of those tasks.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• They have cut back on support as have many SaaS companies recently.
• The documentation can sometimes be a little difficult to follow.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Reaching someone is more difficult than it should be. Also, they don't take possession of known issues always suggesting it is a local PC issue in initial conversations. That, of course, can be frustrating for the end-user.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Sales team was responsive, price was good, functionality was acceptable

• not traveling with a printer
• able to do work a lot faster
• documents always look very professional
• 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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• has made sharing documents with large numbers of clients easier
• has forced us into using their service, or spending time to find a better alternative, in my experience.
• Speaking personally the product has cost us several thousand dollars over predicted budget costs for a 3-year projection