Last updated on
Nov 13, 2025
Quickly edit documents online, add signatures, and send for signing — all from one easy-to-use solution you can access from anywhere.
Create Formula Field Button to Document for Signature with pdfFiller
What does it mean to create a formula field button to document for signature?
Creating a formula field button in pdfFiller allows users to generate dynamic fields within documents that can automatically calculate values or customize interactions based on user input. This feature is especially useful for documents requiring precise data, such as contracts and agreements. By integrating formula fields, users enhance functionality, streamline workflows, and make documents more interactive and user-friendly.
Why creating a formula field button is critical for modern document workflows?
In an era where digital document management is paramount, creating a formula field button plays a significant role in enhancing efficiency. It minimizes manual error by automating calculations and ensures real-time data accuracy. Moreover, this capability allows businesses to reduce turnaround times on document processing, improve collaboration, and maintain better compliance with evolving legal standards.
Use-cases and industries that frequently create formula field buttons
Various industries harness the power of creating formula field buttons to optimize their documentation processes. For example, finance professionals use them in invoices to calculate totals automatically, while healthcare providers might apply them in forms requiring patient data entry. Other industries include real estate, where they calculate pricing based on square footage, and education, where they utilize these fields in grading sheets.
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Finance - Automated invoicing and budgeting.
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Healthcare - Patient intake forms and medical records.
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Real Estate - Pricing based on specifications.
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Education - Grading and assessment calculations.
Step-by-step: how to create a formula field button in pdfFiller
Creating a formula field button in pdfFiller is a straightforward process that enhances your document capabilities. Follow these steps to implement this functionality effectively.
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Log into your pdfFiller account and select the document you wish to edit.
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Click on the 'Form Field' option in the toolbar above.
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Select 'Formula Field' from the dropdown list.
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Drag the formula field to your desired location within the document.
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Configure the formula by clicking on the field and entering the desired equation or function.
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Save the changes and preview the document to ensure the formula is functioning as expected.
Options for customizing signatures, initials, and stamps when you create a formula field button
When creating a formula field button, pdfFiller also allows for customization of signatures, initials, and stamps, enhancing the authenticity and responsiveness of your documents. Users can upload digital signatures, choose from predefined stamps, or create initials that can be used in various document fields.
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Upload signature images for personalized eSignatures.
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Select from a library of commonly used stamps.
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Create and save initials for recurring use in documents.
Managing and storing documents after you create a formula field button
After creating a formula field button, managing and storing your documents effectively becomes crucial. pdfFiller provides various features, including document sharing, archiving, and the ability to categorize files for easy retrieval. Users can also collaborate in real-time with team members, make edits, and track changes seamlessly.
Security, compliance, and legal aspects when you create a formula field button
When creating documents that require electronic signatures and dynamic fields, understanding security and compliance is essential. pdfFiller adheres to industry-standard security protocols, ensuring that your data is encrypted and compliant with regulations such as GDPR and HIPAA. This provides confidence that sensitive information remains protected throughout the document lifecycle.
Alternatives to pdfFiller for creating a formula field button workflows
While pdfFiller provides robust features for creating formula field buttons, several alternatives exist that users might consider. However, not all provide the same level of integration and functionality. Comparing features such as ease of use, document management capabilities, and security can guide users in making the right choice for their needs.
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DocuSign - Known for its secure eSignature solutions.
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HelloSign - Offers easy document signing with fewer advanced features.
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Adobe Sign - A powerful tool but can be complex for new users.
Conclusion
Creating a formula field button to document for signature using pdfFiller not only improves accuracy but also streamlines your workflow, making it essential for modern document management. With intuitive customization options, secure handling, and a variety of applications across industries, pdfFiller stands out as a top solution for individuals and teams looking to enhance their document creation capabilities. By following the outlined steps, users can effectively leverage this functionality to improve their documentation processes.
Collect legally binding electronic signatures the easy way
Edit, sign, send — done!
Customize your workflow
Send documents to a single recipient or an entire group. Assign roles, set a signing order, and schedule reminders for a smooth, error-free process.
Collect data efficiently
Create fillable PDF forms and let your recipients complete them from any device. Publish forms online or share them via a direct link to capture data and signatures without chasing people down.
Track and store documents
Get real-time visibility into the signing process and keep track of all your documents in one place. Your files are stored in secure cloud storage, so you can access them anytime and anywhere.
Share & collaborate
Need more eyes on a document before sending? Share it with the team to edit or highlight content, redact sensitive information, leave feedback, and exchange comments.
Maintain security & compliance
Collect signatures in compliance with ESIGN, UETA, eIDAS, and GDPR. Protect your documents with a password, request additional signer authentication, set document expiration dates, and more.
How to send a document for signature?
Upload
Upload your document to pdfFiller and click E-sign.
Add recipients
Choose who needs to sign and add as many recipients as you need.
Prepare
Drag and drop fillable fields on your document and assign them to specific recipients.
Finalize & send
Review your recipients, customize the signing order, set reminders, and hit Send.
Who needs this?
Explore how professionals use pdfFiller to get documents signed.
Sales
Quickly edit contracts, add eSignatures, and send them to clients or vendors for signing without leaving pdfFiller. Track who has signed and who still needs to take action, keeping your business running smoothly.
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Service agreements
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Vendor contracts
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Non-disclosure agreements (NDAs)
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Purchase orders
Human Resources
Create fillable PDF forms for offer letters, employment contracts, and onboarding documents. Let new hires complete and sign them from any device, making the onboarding process accessible and hassle-free for everyone.
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Offer letters
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Employment contracts
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Non-compete agreements
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Benefits enrollment forms
Legal
Share legal documents with your team for review or editing before sending them for signing. Speed up agreement negotiations by allowing all parties to share feedback and make quick edits without endless email chains.
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Contracts and agreements
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Power of attorney forms
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Affidavits
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Settlement agreements
Real Estate
Edit property agreements, add signature fields, and send them to buyers, sellers, or agents for signing. Send documents to a single recipient or an entire group, and track the signing process in real time to ensure timely closings.
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Purchase agreements
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Lease contracts
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Property disclosure forms
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Inspection reports
Education
Create fillable forms for permission slips, enrollment documents, or policy acknowledgments. Allow parents, students, or staff to complete and sign them from any device. Keep track of all signed documents in one secure place for easy access and compliance.
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Permission slips
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Enrollment forms
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Scholarship applications
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Teacher contracts
Finance
Edit financial agreements, add eSignatures, and send them to clients or stakeholders for signing. Allow clients to complete and sign online digital forms from anywhere to simplify loan applications, account openings, and authorizations.
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Loan agreements
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Investment contracts
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Financial statements
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Payment authorizations
Why sign documents with pdfFiller?
Ease of use
Users appreciate pdfFiller's intuitive interface and the ability to manage documents from anywhere without clunky desktop software.
More than eSignature
pdfFiller is a complete solution that offers PDF editing, eSignature, file storage, and collaboration under one roof.
For individuals and teams
Whether you work solo or with a team, pdfFiller equips you with all the tools to handle your daily document tasks.
pdfFiller scores top ratings on review platforms
Pros:
+Has a send to sign feature
+Allows editing of PDF text
+Add/Remove/Edit Fillable fields
+Save forms as templates
+Up to 5 users with the largest subscription
Cons:
-Layout is not intuitive and hard to learn, even for the computer literate
-Limits merging to 5 PDFs
-Limits on file size (you can't work on large PDFs)
-Other minor inconveniences that slow workflow
I chose PDFfiller for my small company because for the same price as one user for Adobe's similar product, I can have 5 users for PDFfiller. It definitely has some limiting factors and can be frustrating but it's the best you can get for the price. Definitely worth the time to take the free trial and see how you like it.
edit your PDFs as the best.
1.- It's Free. although there are some functions that are paid, for daily use just a free account which is very good.
2.- Pretty friendly and friendly interface. Everything is understandable and the use of the program is very easy to understand.
3.- Its use can be integrated with dropbox, googlr drive, box and onedrive.
3.- You can use files that are in your pc, your cloud or in some website (in this case you just have to enter the link).
4.- with the built-in editor you can add images, scratch, write in the text, delete sectors, hide words or paragraphs with black, add lines, and many other things.
5.- You can save your work in pdf, word, excel or powerpoint format. It also includes the option to send via mail, fax or simply share the link.
the bad thing, is that if or if you must register to use it, which perhaps is not something serious, but the program forces you to do so.
Amazing value!
I just purchased a subscription to PDFFiller due to being unhappy with a recent upgrade to Adobe's Document Cloud, and I'm absolutely thrilled with it so far, although I have been having some minor challenges. I suspect this is just part of the learning curve, but twice I contacted the online chat support and I am happy to say I was working with actual humans who were clearly native English speakers - a huge time saver when there isn't a language barrier!
The challenges pertain to sharing documents. I was not signed up for the E-Sign upgrade, and shouldn't need to be in order to obtain client signatures, as far as I can tell. However, I don't mind signing up for E-Sign, and because the price is very reasonable, I went ahead and upgraded. I'm not certain what level of security is necessary for my line of work, and there are numerous choices available. Also, I had a problem when asking for phone number authentication, something that apparently can't be used when a document is emailed vs. sending a link. I'm still learning, but this is easily the most user-friendly .pdf system that allows for client signatures AND .pdf creations and edits, all while retaining security measures.
The ease of editing .pdf files and forms.
Challenges with sending files for signature and security options.
PDF filler is great!
it allows me to update an existing PDF document relatively easy and quick. Love that about PDF filler!
I like how user-friendly it is. Definitely easy to use, even for a beginner! It also enhances the PDF file you are trying to update.
I think every feature within PDF filler should be available to a paying member and not have these tiered membership structures.
First time using pdfFiller
First time using pdfFiller, and was pleased. Will need to get more acquainted with it, but was impressed with all of the options.
Great Customer Service
I signed up for the free trial and ended up not needing to utilize their services. I had thought I had cancelled it, but for some reason it never went through, so I ended up getting charged for the full year. I contacted their live chat and a representative named Anna was very helpful and got the refund processed right away. Thank you for being gracious and so helpful! I very much appreciate this company's customer service. I will definitely use them in the future! :)
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