Replace Dropdown in Invoice Template

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Zuletzt aktualisiert am Jan 16, 2026

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Introducing Invoice Template Replace Dropdown Feature

Upgrade your invoicing experience with our new Replace Dropdown feature!

Key Features:

Easily replace items in your invoice dropdown menu
Customize dropdown options to suit your business needs
Streamline invoicing process with a few simple clicks

Potential Use Cases and Benefits:

Effortlessly update product listings without manual editing
Quickly adjust prices or descriptions for items in your invoice
Create a more personalized invoicing system for your clients

Say goodbye to tedious manual updates and welcome a more efficient way to manage your invoices with our Replace Dropdown feature!

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How to Replace Dropdown in Invoice Template

01
Enter the pdfFiller website. Login or create your account free of charge.
02
By using a protected web solution, you are able to Functionality faster than ever before.
03
Go to the Mybox on the left sidebar to get into the list of the documents.
04
Choose the template from the list or click Add New to upload the Document Type from your desktop computer or mobile phone.
As an alternative, it is possible to quickly import the necessary template from popular cloud storages: Google Drive, Dropbox, OneDrive or Box.
05
Your form will open inside the function-rich PDF Editor where you could customize the template, fill it up and sign online.
06
The powerful toolkit lets you type text on the form, put and modify images, annotate, and so on.
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Use sophisticated functions to incorporate fillable fields, rearrange pages, date and sign the printable PDF form electronically.
08
Click the DONE button to complete the adjustments.
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Download the newly produced file, share, print out, notarize and a much more.

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
Andrey Khorokhordin
2020-12-23
Handy service. Swift support. I am amazed Let me share with you my experience frankly. I needed to edit a one single pdf document. Found this service. Registered for a free trial. Edited the document swiftly and smoothly. And forgot about it. Till the moment I received a charge for the yearly subscription. Which, admittedly, is not low at all (though may be reasonable to those who use this service).Anyway, I contacted pdfFiller support team, and I was surprised by both: 1) the fact that they immediately agreed to issue a refund, as it met their policy (I canceled in less than 24 hours, actually, immediately) 2) that even though they told that I will receive the money back within 1-5 business days - I got it within a few minutes. I am perplexed. The only pity really is that I can't afford it
5
customer
2020-12-02
Impressive customer service (LIVE support) I did not realise that my free trial expired until I got a charge for the month of December. I contacted 'live support' (which popped in in 20 sec) and Thomas was the most helpful I've ever experienced in customer service. He found out I had 2 accounts and when I explained to him that I actually only used the service once, he promptly offered me refund. I did not even expect one because I honestly thought this is another website that makes money by offering a trial and then charge you once trial is finished (which many of us would forget and only cancel when it is too late). But no, refund is already action, and he also cancelled my account as per my request with no fuss! Thomas, thanks for being extremely prompt and helpful! I will surely use this service next time. Thank you!
5

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.
Open QuickBooks. Select Lists > Template. Right-click on all non-used invoices and select Make Template Inactive (you should have only one active invoice template). Go to Invoices and verify the desired template is the only one that is active.
Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.
Click the "Customize" drop-down menu and select "Manage Templates" from the options. Click on each template thumbnail in the Template Gallery to preview how it will appear as an invoice. Click the "OK" button to select and open your preferred template. Select your customization preferences from the options pane.
From the Customers menu, select Create Invoices. At the top of the invoice, select the Invoice template selection button and choose Edit Template. This opens the Layout Designer view. Choose File at the top of the Layout Designer. You can now export or import the template as desired.
Go to the Lists menu. Choose Templates. On the page, click the drop-down button beside Templates. Select New, then choose the Template Type. Hit OK. Then to check the available details, click Additional Customization. Click Layout Designer.
Go to the Gear icon, then select Account and Settings. Pick Company from the left panel. Click the Address pencil icon and update the Company address. Choose Done.
Go to Invoices in the left navigation panel. Click Create Invoices at the upper right corner. Click Edit Work Info in the bottom. Enter the new address in the Your Work Info page. Click Save.
Go to Company menu at the top. Select My Company. Click the Edit (pencil) icon at the upper right of the My Company page. In the Company Information window, make any necessary changes. Click OK.
Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.
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