Last updated on
Dec 31, 2025
Quickly edit documents online, add signatures, and send for signing — all from one easy-to-use solution you can access from anywhere.
Switch from PandaDoc to pdfFiller for a Add Formula Field Button to Template for E-sign Solution For Free
Use pdfFiller instead of PandaDoc to fill out forms and edit PDF documents online. Get a comprehensive PDF toolkit at the most competitive price.
Drag and drop document here to upload
Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, or TXT
Switch from PandaDoc to pdfFiller for a Add Formula Field Button to Template for E-sign Solution
What does it mean to add a formula field button to a template?
Adding a formula field button to a template within your e-sign solution enables automated calculations based on inputs provided by users. This feature is particularly useful for documents requiring dynamically calculated data, such as invoices or contracts. By integrating this button into pdfFiller, users enhance their document's functionality and streamline workflows.
Why adding a formula field button matters for digital document workflows
Incorporating a formula field button significantly optimizes digital document workflows. It reduces errors associated with manual calculations, increases efficiency, and improves user experience. This capability is essential for teams aiming to maintain accuracy and speed in their document management processes.
Use-cases and industries that frequently benefit from formula field buttons
Various industries can leverage the formula field button effectively. Key use cases include:
-
Accounting: Automating calculations for invoices and expenses.
-
Healthcare: Calculating patient charges and insurance claims.
-
Real Estate: Crunching figures for property valuations and mortgages.
-
Education: Managing tuition and fee calculations for students.
Step-by-step: how to add a formula field button in pdfFiller
To add a formula field to your template in pdfFiller, follow these steps:
-
Log in to your pdfFiller account.
-
Open the desired template or create a new one.
-
Select the 'Fields' option and click on 'Add Formula Field.'
-
Define your formula using available variables.
-
Save the template and preview to ensure the formula works as intended.
Options for customizing signatures, initials, and stamps in your documents
When utilizing pdfFiller, you can customize signatures, initials, and stamps to enhance document authenticity. Here’s how to tailor these elements:
-
Create a unique signature using your mouse or stylus.
-
Upload an image of your signature for immediate use.
-
Select from pre-designed stamp options for quick application.
Managing and storing documents after you've added a formula field
Once you've implemented a formula field, managing and storing the document is essential for ongoing access and collaboration. pdfFiller allows you to seamlessly organize documents with features like:
-
Cloud storage for easy access from any device.
-
Document sharing for collaborative efforts.
-
Version control to keep track of changes.
Security, compliance, and legal aspects when using pdfFiller
Security and compliance are critical when working with sensitive documents. pdfFiller ensures your data is secure through:
-
Encrypted storage protecting against unauthorized access.
-
Compliance with regulations such as GDPR and HIPAA.
-
Audit trails that track user actions on documents.
Alternatives to pdfFiller for adding formula fields
While pdfFiller offers robust features, there are alternatives to consider. Some popular options include:
-
Adobe Acrobat: Industry standard with advanced editing capabilities.
-
DocuSign: Specialized in electronic signature solutions.
-
HelloSign: User-friendly interface focused on e-signature and templates.
Conclusion
Switching from PandaDoc to pdfFiller for adding a formula field button to your templates provides significant advantages in terms of document management and e-sign solutions. pdfFiller's user-friendly interface allows seamless integration of complex formulas while ensuring compliance and security. By adopting pdfFiller, users can enhance their document workflows and collaborate more effectively.
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.
-
Service agreements
-
Vendor contracts
-
Non-disclosure agreements (NDAs)
-
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.
-
Offer letters
-
Employment contracts
-
Non-compete agreements
-
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.
-
Contracts and agreements
-
Power of attorney forms
-
Affidavits
-
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.
-
Purchase agreements
-
Lease contracts
-
Property disclosure forms
-
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.
-
Permission slips
-
Enrollment forms
-
Scholarship applications
-
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.
-
Loan agreements
-
Investment contracts
-
Financial statements
-
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
The website works really well
The website works really well - lots of options to accomplish any task, pretty easy navigation, and reasonable pricing (one-time use is even free!). Customer service is outstanding.
What do you like best?
I enjoy PDF Filler because it is not as expensive as Adobe Pro, and it allows me to quickly edit, sign, and return any PDF document I would normally need to print out, and scan back to myself.
What do you dislike?
One dislike I have is the fact I need to download everything. It would be really helpful if everything would be automatically saved on something like a onedrive (cloud storage), where it would be automatically saved. This way, I can have a local folder on my computer without needing to go into the webpage and click download
What problems is the product solving and how is that benefiting you?
I no longer need to waste paper to download a form, and fill it out. Normally I would need to do this, then scan it back to myself. now I can upload, edit, and sign the form which saves a lot of time.
PDFfiller is a great tool for having documents signed on PDFs!
Overall, I am super satisfied with PDFfiller and will continue to use.
What I like most about PDFfiller is how easy it is for myself and clients to sign documents. This is one of the best tools I have found to edit.
I do not have any complaints at this time regarding PDFfiller. It has been a lifesaver for myself when I need things signed!!
I find this method is the best way to…
I find this method is the best way to do past years takes. Fill it, save it, print & mail. Great product!!
Very pleased with the customer care
I was new to using pdf filler and had a small technical issue with text auto deleting, so I hopped onto the chat where Sam helped fix the issue using screen share via a Zoom call, he kept me informed of what he was doing and the issue was resolved quickly. Sam also took the time to explain to me how to resolve the issue if I ever had it again and was friendly to communicate with, I am very pleased with the customer care, thank you Sam,
Life Saver
I needed to convert a PDF to a Word document and do not have an Adobe subscription. I signed up for the free trial and was able to complete my mission!
Watch pdfFiller eSignatures in action
Check out a quick video tutorial that shows how to create and place your signature or send a document for signing.
What businesses achieve with pdfFiller
Discover how you can benefit too.
How do I create my own template in Word?
Click the File tab, and then click New. Under Available templates, click New from existing. Click a template or a document that is similar to the one that you want to create, and then click Create New. Make the changes you want to the margin settings, page size and orientation, styles, and other formats.
How can I make a template?
Click the File tab, and then click New. Under Available templates, click New from existing. Click a template or a document that is similar to the one that you want to create, and then click Create New. Make the changes you want to the margin settings, page size and orientation, styles, and other formats.