pdfFiller Reviews

One of pdfFiller’s biggest strengths is how inviting it is to newcomers. Its features may seem a bit overwhelming initially, but the software’s interface is easy to work with, and every tool is where you’d assume it to be. Moreover, customizing signatures is simple, as users can draw, type, or upload a photo of a handwritten signature. Unfortunately, there are only three fonts to choose from when typing, which is a bit limited.

That said, another notable feature is how uncomplicated it is to edit PDFs. Most importantly, pdfFiller removes the need to convert a document to a different format, such as DOCX. Instead, the software allows replacing parts of the text, inserting notes, and copying and pasting without the need of third-party software. Furthermore, adding textboxes, checkmarks, dates, and page numbers is possible, too. A handy toolbar beside the document provides all these features in one place, which makes the process extremely convenient. As a last extra, the platform supports watermarks and custom branding.

A PDF can be edited by an individual or collectively as a team. This requires sharing an account via email with up to four additional users, who have to sign up with their own email addresses. Once the main user has finished with the document and it’s ready for signing, it can then be sent to multiple recipients. A single document can have up to 20 signers, and you can check who accessed the document and when. It’s also possible to export a document in multiple formats like DOC, XLS, PPT, and various image formats. Naturally, downloading and printing are also available.

pdfFiller takes a unique approach to forms and templates. It offers a form creator for those working in a vast number of industries, including insurance, real estate, healthcare, and many more. But what makes the software outstanding is that it provides access to an online library of forms that can be accessed through pdfFiller’s desktop app and website. This essentially functions as a search engine that looks up several document types that go from simple residential leases to something as complicated as a W-9 form.

All these templates are fully editable, and pdfFiller lets you add fillable fields. For example, users can add payment fields for USD and EUR, but payments can only be collected once a payment service is linked to the account. It’s also possible to add media files to forms and templates. As an extra, they can be saved for future use or even sold for a profit.

Signing, editing, and sending documents is entirely safe with pdfFiller. This is evident right off the bat, as users must click on a confirmation link when signing in from a different location to where the account was created. Moreover, the company provides additional account security with 2-factor authentication.

Both accounts and documents are protected by robust security measures. pdfFiller follows the advanced encryption standard (AES), meaning documents are safeguarded with bank-level security. Furthermore, the software comes with an audit trail, logs the IP and device used for signing, and it’s possible to ask for social media verification from signers. Alternatively, users themselves can authenticate a signer with a pdfFiller stamp. Further protection includes an encrypted folder (which only opens after a phone verification) and optional password protection. Everything is stored in the cloud instead of a central server to ensure nothing is lost.

Most importantly, pdfFiller is legally binding, meaning that every document signed with the software will stand its ground in court. It also complies with various data protection regulations, including HIPAA, Soc 2 Type II, the banking certificate PCI DSS, GDPR, among others.

The software supports most platforms. This includes a browser version, which is quite comprehensive on its own, as it provides all the necessary editing and signing tools. However, it’s worth downloading the desktop app, available for Windows and Mac, to gain access to extra features like the online library of forms. The online and desktop versions are almost identical, but the desktop app supports offline work.

Unfortunately, the same can’t be said for pdfFiller’s mobile support, which certainly needs some improvement. While the mobile app is handy for working offline and signing and editing documents on the go, it isn’t well optimized. Moreover, documents tend to break up, small letters make editing difficult, and typed e-signatures don’t import from the online version – or at least they appear blank. However, two significant saving factors are how smooth signing on a mobile device is with a fingertip and the ability to send documents through messaging apps.

Overall, pdfFiller provides an effortless signing and text editing experience. In certain ways, it’s more advanced than some of the most renowned text editors. Moreover, the document editing and signing process are typically finished in mere minutes, depending on what needs to be changed. Users don’t have to rely on third-party email clients either, as pdfFiller lets them send documents directly from its interface. In fact, it’s possible to share documents by creating a link with pdfFiller’s LinktoFill. Using this tool provides recipients access to documents without an account. Finally, the software allows you to invite up to 20 signers.

pdfFiller seamlessly integrates with several apps, including some of its competitors and CRM platforms. The most notable is Salesforce (which can be integrated via airSlate’s DaDaDocs) where its subscribers can pre-fill contracts and annotate PDFs using pdfFiller’s editing tools.

Moreover, those subscribing to pdfFiller’s most expensive plan gain access to signNow and US Legal Forms, both owned by airSlate, pdfFiller’s parent company. The former is another electronic signature software with even more signature options, and the latter is an extensive online library of state-specific legal forms. Finally, connecting Zapier with pdfFiller opens the software to more than 5,000 integrations.

There are also extensions for Chromium-based browsers and a custom API integration that comes with extra features like tracking documents’ status in real time. However, the latter is a costly extra compared to the software’s overall price.