Switch from DocuSign to pdfFiller for a Add Template for E-signature Solution For Free

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Switch from DocuSign to pdfFiller for an Add Template for E-signature Solution

How to switch from DocuSign to pdfFiller for an add template for E-signature solution

To switch from DocuSign to pdfFiller for adding a template for e-signatures, sign up for a pdfFiller account, create your template using the PDF editor, and utilize the e-signature feature to send it securely for signing. pdfFiller's user-friendly interface simplifies document management while maintaining robust functionalities.

  • Sign up for a pdfFiller account.
  • Import your existing document or create a new template.
  • Customize your template with PDF editing tools.
  • Use the e-signature feature to send your document for signing.
  • Manage your signed documents directly within pdfFiller.

What is switching from DocuSign to pdfFiller?

Switching from DocuSign to pdfFiller means moving your electronic signature workflows and document management from one platform to another. This process can enhance your ability to create, edit, and manage PDF documents efficiently from the cloud, leveraging pdfFiller’s diverse features.

Why switching to pdfFiller is critical for modern document workflows?

Modern document workflows rely on efficient, accessible solutions. Switching to pdfFiller enables users to edit PDFs, insert e-signatures, and collaborate seamlessly from any device. This flexibility is essential in today’s fast-paced work environment.

Use-cases and industries that frequently utilize e-signatures

E-signatures are pivotal in various industries, including real estate, finance, healthcare, and legal sectors. They streamline processes, reduce turnaround time, and enhance security. Organizations can reduce their reliance on physical paperwork while ensuring documents are signed and stored securely.

  • Real Estate: Used for lease agreements and purchase contracts.
  • Finance: Necessary for loan agreements and investment contracts.
  • Healthcare: Required for patient consent forms and compliance documents.
  • Legal: Essential for contracts, agreements, and legal filings.

Step-by-step: how to use e-signature features in pdfFiller

Using e-signature functionalities in pdfFiller is straightforward. Here’s a step-by-step guide to create and send a document for signing.

  • Log into your pdfFiller account.
  • Select 'Create New' to start a new document or 'Upload' to import an existing PDF.
  • Use the editing tools to fill out necessary fields, add checkboxes, or insert text.
  • Select the 'Sign' option to add e-signature fields.
  • Once edited, send the document by email or generate a shareable link.

Options for customizing signatures, initials, and stamps when you use pdfFiller

pdfFiller allows users to customize their signatures and initials using various options. Users can draw their signature, type it, or upload a scanned version. Stamps for company logos can also be integrated, ensuring that all signatures adhere to your brand identity.

Managing and storing documents after you use pdfFiller for e-signatures

Once documents are signed using pdfFiller, you can manage and store them efficiently. The platform allows you to categorize documents, search through your saved files, and access them from any device with internet connectivity.

Security, compliance, and legal aspects when using e-signatures

Security is a top priority when transitioning to digital signatures. pdfFiller complies with legal standards, ensuring documents are secure and signatures are valid. It employs encryption and offers audit trails, making it an industry leader in document management solutions.

Alternatives to pdfFiller for E-signature workflows

While switching to pdfFiller provides numerous advantages, other alternatives exist. Each has unique features, and a brief comparison can help users decide if pdfFiller meets their specific needs.

  • DocuSign: Initially popular but may lack some customization options.
  • HelloSign: User-friendly but may have limitations for complex document workflows.
  • Adobe Sign: Feature-rich but often more costly than other options.

Conclusion

Switching from DocuSign to pdfFiller for an add template for e-signature solution offers numerous benefits, including enhanced functionality, ease of use, and comprehensive document management tools. pdfFiller’s capabilities empower users to streamline their workflows while maintaining security and compliance, making it a formidable choice for any organization looking to modernize its e-signature processes.

Collect legally binding electronic signatures the easy way

Edit, sign, send — done!

Quickly edit documents online, add signatures, and send for signing — all from one easy-to-use solution you can access from anywhere.
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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.
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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.
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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.
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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.
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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.
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How to send a document for signature?

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Upload

Upload your document to pdfFiller and click E-sign.
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Add recipients

Choose who needs to sign and add as many recipients as you need.
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Prepare

Drag and drop fillable fields on your document and assign them to specific recipients.
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Finalize & send

Review your recipients, customize the signing order, set reminders, and hit Send.
Upload your document Select and fill out tax form

Who needs this?

Explore how professionals use pdfFiller to get documents signed.
Sales
Human Resources
Legal
Real Estate
Education
Finance
Sales

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

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
Real estate

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

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

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?

GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

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.

Collect signatures with a trusted, all‑in‑one solution

Try easy-to-use tools for all your document management needs.
Upload your document

pdfFiller scores top ratings on review platforms

Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
With this document I had to learn how to rotate the document which took an inquiry on the internet to find the instructions. Could not seem to open any help window for the instruction.
Glen
I am taking online college courses and this has been a miracle for me to fill and physically sign forms, I have a touch screen computer so I can physically sign with my finger. Really love it.
Angel P
What do you like best?
Ability to create templates (e.g. for billing) and changing dates when needed.
What do you dislike?
too much to choose from when importing records from the library
What problems are you solving with the product? What benefits have you realized?
Able to access files and email or fax at will when on the road.
Paul Margolis
simply the best online PDF document… simply the best online PDF document handling online. I have had zero problems with this program and will continue to use it over the other available options online.
Jeff B
This little program is life-changing. This little program is life-changing. Needing to continuously reproduce docs from old paperwork and (business) historical documents is insanely time consuming. Retyping, reformatting you name it. Sometimes OCR software doesn't cut it. With this program, I've cut my frustration time by 90%. My production time is a breeze. The remaining 10% is my learning curve, but I"m figuring out more as I go, and when stuck? Kara is in chat to figure it and me out. Done. Well worth the subscription. Thank you!
Christine Freeman
Easy to use. After great frustration with other apps to fill in pdf forms, pdfFiller has been the easiest and most efficient method for me to complete forms.
Dave B
What do you like best about the product? It's the best tool for PDF editing I have found so far What do you dislike about the product? Too expensive if you're not a business user (the price is too high for myself when I need the tool for a few times during the month, so it doesn't worth the price) What problems is the product solving and how is that benefiting you? It works perfectly as an editor, so I can easily change my documents with minimum effort.
Ilia Vorontcov
I appreciate a free trial and I was able to get the one form that I needed. I simply cancelled so I don't forget to cancel the 30-day trial and get charged! Thank you very much for the easy to fill form.
Brittney B
Easy to use and share documentation. Been an absolute godsend for filling in forms and applications. Probably won't use a lot as the requirements are limited.
Hugh M
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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.

FAQs

If you can't find what you're looking for, please contact us anytime!
How to create a template? Log in to your account and select 'Templates' from the menu. From the Templates page, click 'New' and select 'Create Template'' Enter a name and description when you are creating the template. You can add files to the template by uploading them from your desktop or the cloud.
How do you create a fillable PDF form with eSignature? Register for the eSignature free trial. Upload your Word or PDF document. If your form already has fields, eSignature changes them to digital fillable fields; if your form does not have any fields, manually add them now.
Note: Your access to templates is controlled by your user permissions, as defined by your administrator. If you cannot create or edit, or even use templates, check with your administrator.
offers pre-built templates for most common contracts and forms. You can also create your own templates for common forms that your organization frequently sends out for signature.
To create a drag-and-drop eSign document template: Click Automation on the side-bar menu. Tap eSign Templates. Click New template. Enter a template name and add the document that needs a signature. Review the signature request email subject and message, if you want. Add signer roles (and a CCed recipient, if you desire)
Navigate to the Templates page. Select NEWand select Upload Template.

Collect signatures with a trusted, all‑in‑one solution

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Upload your document