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Last updated on Dec 29, 2025

Switch from PandaDoc to pdfFiller for a Create Conditional Fields to Document for E-sign Solution

How to Switch from PandaDoc to pdfFiller for a Create Conditional Fields to Document for E-sign Solution

To switch from PandaDoc to pdfFiller for creating conditional fields to document for e-sign solutions, simply sign up for a pdfFiller account, upload your existing documents, and utilize the intuitive conditional fields feature to enhance your e-sign workflows.

What is creating conditional fields for e-signing?

Creating conditional fields for e-signing involves designing a digital document that features interactive elements, such as text fields, checkboxes, or radio buttons, which only appear based on user responses. This enables an efficient, tailored signing experience for the document recipients.

Why creating conditional fields is critical for modern document workflows?

Conditional fields streamline document processes by reducing errors and improving user engagement. When recipients see only the fields relevant to them, they can complete documents more effectively and efficiently. This targeted approach enhances the overall quality of document-driven business transactions.

Use-cases and industries that frequently create conditional fields for e-signing

Several industries benefit from creating conditional fields in their documents, including:

  • Real estate - ensuring buyers and sellers provide only relevant information during property transactions.
  • Healthcare - allowing patients to confirm or deny services based on their specific needs.
  • Finance - enabling clients to input only necessary data for loan applications.
  • Legal - ensuring that parties involved provide specific responses based on the type of agreement.

Step-by-step: how to create conditional fields in pdfFiller

Creating conditional fields in pdfFiller is quick and intuitive. Follow these steps to get started:

  • Log in to your pdfFiller account.
  • Upload the document you wish to use.
  • Select 'Add Fields' and choose 'Conditional Fields' from the options.
  • Design your fields by specifying the conditions under which they appear.
  • Finalize the document and send it out for e-signing.

Options for customizing signatures, initials, and stamps when you create conditional fields

pdfFiller provides users with extensive customization options for signatures and stamps, ensuring that the documents can reflect individual branding or personal preferences. Users can create personalized signatures and use them in their conditional fields, giving them full control over the appearance and execution of the e-signing process.

Managing and storing documents after you create conditional fields

After you create conditional fields and complete the e-signing process, pdfFiller offers efficient document management solutions. Users can store, organize, and retrieve documents easily thanks to the cloud-based functionality, ensuring everyone on your team can access them from anywhere.

Security, compliance, and legal aspects when you create conditional fields

Understanding security is essential when handling sensitive documents. pdfFiller adheres to compliance standards to ensure the protection of data against unauthorized access. E-signatures created through pdfFiller are legally binding and satisfy the requirements set by the ESIGN Act and UETA.

Alternatives to pdfFiller for creating conditional fields for e-signing workflows

While pdfFiller offers robust features for creating conditional fields, some alternatives include:

  • DocuSign - Offers reliable e-signatures and document management.
  • HelloSign - Focuses on ease of use and integrates well with other tools.
  • Adobe Sign - A comprehensive solution but may be more complex to set up.

Conclusion

Switching from PandaDoc to pdfFiller for creating conditional fields to document for e-sign solutions provides users with a powerful and intuitive platform that simplifies the document workflow. With cloud-based accessibility, customization options, and robust security measures, pdfFiller stands out as an ideal choice for individuals and teams looking to enhance their document efficiency.

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.
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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?

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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

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I used it for tax documents forgot to… I used it for tax documents forgot to cancel subscription after use. Got charged 96 dollars and two days later I requested a refund and within seconds had someone helping me and processing my refund. Service is excellent and product is best on the market.
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Help With Fillable Fields in Newly Created Documents Our ministry account created a new questionnaire form for our beloveds, but I needed help in knowing how to use the fillable fields to make it ready to publish and use in the ministry. Kara and some others were so great in helping me learn to do that. They were so patient and courteous! It was a pleasure to work with them as I am not computer savvy! I suggest that many businesses and anyone else who needs this service sign up for PDFFiller.com. We have been with them for several years now and are appreciative of this service!
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