[
pdfFiller Reviews
](https://www.g2.com/products/pdffiller/reviews)

[
pdfFiller Reviews
](https://www.g2.com/products/pdffiller/reviews)

# pdfFiller Features

##### ## Platform (21)

Custom Branding

Custom branding can be applied through signature process

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Internationalization

Performance and Reliability

Integration APIs

Email Management

Manage, store and organize emails within the system or via third-party apps

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Mobile Access

Access software remotely via mobile devices

Forms Management

Store, manage and track all forms in a centralized location

Contact Management

Manage, organize, and store contact information

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Workflow Management

Create, design and manage workflows for repetitive tasks

Document Management

Store, manage, and track all electronic documents in a centralized location

Contract/License Management

Track, store, and access client contracts or licenses

Renewal Management

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Registration Management

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Event Management

Schedule and manage the logistics of activities and other gatherings

Marketing Management

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Expiration Management

Track and manage expiration of various items including products, warranties, licenses, and contracts

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Video Management

Store and manage online video content

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##### ## Signature Process (10)

Document Signing

Allows signor to easily and intuitively sign documents

Reminders and Expirations

Reminds signors of documents that are waiting to be signed and document expiration dates

Sign-In Process

Process of authenticating is secure and seemless

Mobile Signatures

User can easy send and sign documents on mobile devices

Signature Workflow

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Bulk Digital Signatures

Send documents requiring signature to 1000's of signers at once

Reporting

Provides standard reports and easy creation of custom reports to manage signature process

Signature Document Creation

Easy to create signature blocks on all required electronic document types/formats

Multi-Party Signing

Share documents with different users to collect multiple signatures

Electronic Signature

Digitally sign online documents

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##### ## Security and Scalability (3)

Regulatory Compliance

Meets required regulartory compliances

Signature History and Audit

Tracks all document signing history to comply with required regulations

Enterprise Scalability

Provides features to allow scaling for large organizations

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##### ## Organization (11)

Protect

Allow users to password protect PDFs

Document Management

Offer document management and tracking

Document Scanning

Integrate with document scanning software

Editing History

Display editing history on a PDF

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

File Management

Create, save, and store files

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Forms Management

Store, manage and track all forms in a centralized location

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Image Editing

Edit, touch up, and convert images for publishing

Text Editing

Edit text as needed

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##### ## Editing (5)

Size

Adjust the size of a PDF

Edit Fields

Provide users the ability to edit fields in existing PDFs

Convert to PDF

Create, edit, convert to and from PDF files

Field Functions

Allow users to create fields for different functions (i.e. checkbox or initialling)

Annotate

Give users the ability to annotate a PDF

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##### ## Security (3)

Data Recovery

Provide data recovery so that files convert accurately

File Details

Include a preview option so users can view file details before reading

Password

Password protect files

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##### ## Conversion (3)

Convert

Convert documents from one file type to another

Batch Conversion

Offer batch file conversions

Batch View

Offer batch document view

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##### ## Logistics (3)

Integrate

Integrate with file reader software

Edit

Allow users to edit their documents

Split and Merge

Allow users to split and merge documents of the same format into one

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##### ## Integrate & Embed (3)

Calendar

Integrates with calendars to link relevant documents for meetings or appointments

Website

Embeds live documents into websites

Applications

Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software

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##### ## Edit & Revise (2)

Revision History

Tracks changes made to documents and access all revision history

Suggestion Mode

When reviewing documents, provides suggestions that can be accepted or rejected by the document owner

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##### ## File Types (3)

Export

Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format

Import

Imports documents in multiple file formats for editing

Web Publishing

Transforms a document into a web page and publish to the internet

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##### ## Collaboration (2)

Multi-User Collaboration

Allows multiple users to collaborate on a single document and see edits in real-time

Real-Time Communication

Allows users to communicate in real-time via chat and comments within the document

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##### ## Design (3)

Graphics

Ability to insert graphics, including photos, charts, drawings, graphs, etc.

Templates

Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.

Themes

Offer various color themes which can be applied to the document

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##### ## Operating System (6)

PC Operating System

Supports Microsoft Windows operating system

Mac Operating System

Supports macOS operating system

Linux Operating System

Supports Linux operating system

PC Operating System

Supports Microsoft Windows operating system

Mac Operating System

Supports macOS operating system

Linux Operating System

Supports Linux operating system

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##### ## Customization (5)

Custom Fields

Allows users to add custom fields to forms that aren't already on the templates

Conditional Logic

Enables forms to hide or show certain fields based on respondents' answers

Multi-page Forms

Allows users to create forms with more than one page

Design

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Forms Creation & Design

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

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##### ## Additional Functionality (119)

Embedded Forms

Enables forms to be embedded onto a website without having to create code from scratch

Offline Capability

Can used without an internet connection

Notifications

Sends notifications when a completed form is recieved

Payments

Contains integrations with payment processors, enabling users to accept payments through forms

Mobile Forms

Allows users to build, distribute and access forms from a mobile device

Customizable Forms

Customize contracts and forms to collect specific information

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable Branding

Add customized logos and colors to align with company branding

Rich Text Editor

Input different types of content and edit text formats, fonts, font sizes, and colors

Data Import/Export

Import and export data to and from software applications

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Encryption

Convert data into a code for security

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Commenting/Notes

Leave comments and notes on documents for others to view

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Secure Data Storage

Securely stores data to prevent data loss or breaches

API

Application programming interface that allows for integration with other systems/databases

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Customizable Forms

Customize contracts and forms to collect specific information

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Watermarking

Add a digital mark to show ownership of an image, video, document, etc.

Full Text Search

Search for specific words or phrases within a document or database

PDF Conversion

Convert other file formats to and from PDF.

Mobile Access

Access software remotely via mobile devices

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Merge/Append Files

Merge or combine files / add pages to a document

File Transfer

Move files across different systems or networks

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Annotations

Highlight content and/or make notations about parts of content

PDF Reader

View, search, and print PDF files.

Document Storage

Store and organize documents in a centralized system

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Version Control

Track revisions and updates made to files and navigate between different versions

Compression

Reduction in the number of bits needed to represent data

Indexing

Compile and organize data into specific metrics

Document Templates

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Document Review

Review and analyze existing information across documents

Electronic Signature

Digitally sign online documents

Side-by-Side Comparison

Compare two documents or content pieces side by side

Rearrange Pages

Rearrange/reorder pages within a document

Optical Character Recognition

Ability to recognize printed or written text within digital images or scanned documents

Rotate Pages

Change page orientation

Delete Pages

Delete pages from a document

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Authentication

Verify the identity of users/devices to enable secure access

Data Security

Protect sensitive data for digital privacy

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Version Control

Track revisions and updates made to files and navigate between different versions

Single Sign On

Allow users to access multiple services after entering their login credentials once

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Encryption

Convert data into a code for security

Signature Capture

Digitally capture and store a person's handwritten signature

Document Conversion

Convert documents and images into editable file formats

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Team Collaboration

Allow multiple team members to edit and work on the same document

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Status Tracking

Track the status over time for a request, process, asset, or transaction

Customizable Fields

Customize data fields to support various needs and use cases

Searchable Database

A collection of records that can be retrieved based on specific queries

QR Codes

Matrix barcode that stores information

Two-Factor Authentication

Extra layer of security that requires not only a password and username but also something specific to that user

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Multi-Location

Manage and support multiple locations

Real-Time Data

Receive data and information in real time

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Age Verification

A way for institutions and businesses to check the age of their customers/clients.

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Secure Data Storage

Securely stores data to prevent data loss or breaches

Waiver Kiosk

Set up computers on location to help users sign waivers on-site

Data Import/Export

Import and export data to and from software applications

Photo Capture

Capture photos for any type of use case

Conditional Logic

Capability of a software or system to make decisions and perform actions based on specified conditions

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Commenting/Notes

Leave comments and notes on documents for others to view

Content Publishing Options

Facilitates online authoring and publishing of the content

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Content Library

Centralized repository to store content and assets

Document Classification

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Customizable Branding

Add customized logos and colors to align with company branding

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

API

Application programming interface that allows for integration with other systems/databases

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Storage

Store and organize documents in a centralized system

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Autofill

Automatically populating fields or sections within a form

Multi-Channel Distribution

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Convert to PDF

Create, edit, convert to and from PDF files

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Media Library

Collection of images, videos and other digital content that can be used

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Full Text Search

Search for specific words or phrases within a document or database

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Data Import/Export

Import and export data to and from software applications

Forms Management

Store, manage and track all forms in a centralized location

Electronic Signature

Digitally sign online documents

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Workflow Management

Create, design and manage workflows for repetitive tasks

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Mobile Access

Access software remotely via mobile devices

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##### ## Generative AI (5)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text-to-Image

Provides the ability to generate images from a text prompt.

AI Text-to-Speech

Simulates human-like speech from text inputs.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

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##### ## Functionality - PDF SDKs (3)

Abstraction

Abstracts complex code to provide developers with simple, easy to use development components.

Breadth Of Components

Unlocks a wide variety components for relevant functionalities such as PDF editing, PDF sharing, and more.

Ease Of Integration

Empowers developers to intuitively integrate PDF-related functionality for their applications.

Show More

##### ## Support - PDF SDKs (3)

Community Support

Provides public user forums for support questions and help.

Documentation

Provides clear, effective documentation for API integrations.

Professional Support

Connects users with professional support teams to troubleshoot and finetune SDK usage.

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##### ## Agentic AI - E-Signature (8)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Multi-Language

Manage and support multiple languages

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##### ## Agentic AI - Document Creation (1)

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

##### ## Agentic AI - File Converter (1)

Decision Making

Makes informed choices based on available data and objectives

Show More

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##### Categories on G2

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