Switch from SodaPDF to pdfFiller for a Create Formula Field Button to Template for E-sign Solution For Free

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Last updated on Dec 31, 2025

Switch from SodaPDF to pdfFiller for a Create Formula Field Button to Template for E-sign Solution

What does it mean to switch from SodaPDF to pdfFiller?

Switching from SodaPDF to pdfFiller for creating a formula field button to template for e-signature solutions means migrating your document handling and signing processes to a more versatile and cloud-based platform. PdfFiller allows users to design templates, automate form fields, and manage e-signatures, giving greater flexibility and efficiency compared to SodaPDF.

  • Enhanced template management: Create, edit, and reuse templates easily.
  • Cloud-based access: Work from anywhere with internet connectivity.
  • Streamlined e-sign solutions: Execute signing with multiple integrations.

Why switching is critical for modern document workflows?

In today's fast-paced digital environment, it's essential to have flexible and robust document management solutions. Switching to pdfFiller enhances operational efficiency, reduces errors in document handling, and speeds up signing processes, making it a vital step for individuals and teams striving for productivity.

  • Improved collaboration: Engage teams effectively with shared templates.
  • Increased productivity: More efficient document processing and signing workflows.
  • Cost-effective: Reduce operational costs with fewer software licenses.

Use-cases and industries that frequently rely on e-sign solutions

Many industries can benefit from transitioning to pdfFiller for e-sign solutions. Businesses in real estate, finance, legal, and healthcare frequently use e-signatures to streamline operations, improve compliance, and enhance client satisfaction.

  • Real Estate: Quickly sign leases and contracts to expedite transactions.
  • Finance: Manage loan applications and agreements seamlessly.
  • Healthcare: Securely sign medical documents and consent forms.

Step-by-step: how to create a formula field button in pdfFiller

Creating a formula field button in pdfFiller is straightforward. Follow these steps to enhance your e-sign process:

  • Log in to pdfFiller and open your document.
  • Select 'Create' from the toolbar and choose 'Formula Field'.
  • Drag the formula field to your desired location on the document.
  • Configure the formula by setting the necessary parameters.
  • Save the template for future use.

Options for customizing signatures, initials, and stamps when using pdfFiller

PdfFiller provides multiple options for customizing signatures and stamps to create a more personalized e-sign experience. Users can upload their handwritten signatures, choose from predefined stamps, and add initials in specific locations.

  • Upload handwritten signatures or create electronic signatures easily.
  • Utilize pre-built stamp options for common approvals.
  • Drag and drop initials where necessary within documents.

Managing and storing documents after switching to pdfFiller

PdfFiller's cloud-based storage allows users to efficiently organize and manage document archives. Users can categorize documents into folders, access them remotely, and share them securely with team members or clients.

  • Organize documents in clearly defined folders.
  • Use the search function for quick document retrieval.
  • Share documents instantly with secure links.

Security, compliance, and legal aspects when using pdfFiller

Switching to pdfFiller opens access to enhanced security features and compliance with major legal standards. PdfFiller uses industry-standard encryption, ensuring that sensitive documents remain secure during transmission and storage.

  • Encryption: Protect documents with AES-256 encryption.
  • Compliance: Meet standards like GDPR and HIPAA.
  • Audit trails: Track document activity for accountability.

Alternatives to pdfFiller for e-sign solutions

While pdfFiller is a robust option for e-signatures and document management, other alternatives exist, each with distinct features. However, they may lack the comprehensive capabilities inherent in pdfFiller.

  • DocuSign: Best for standalone e-sign solutions with extensive integrations.
  • Adobe Sign: Great for integration with other Adobe products but more costly.
  • HelloSign: A user-friendly platform but limited functionality compared to pdfFiller.

Conclusion

Switching from SodaPDF to pdfFiller for creating a formula field button to template for e-sign solutions is a strategic move towards improving document workflows. PdfFiller enhances collaboration, security, and accessibility, making it the preferred choice for individuals and teams aiming for efficiency and cost savings.

  • Embrace flexibility with a cloud-based platform.
  • Streamline workflows with easy-to-use templates.
  • Prioritize security and compliance in document management.

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

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
I cannot find enough praise.. I cannot find enough praise for the support team at PDFfiller. That the products are exceptional goes without saying, but even the best product can fail without a solid customer service/ support team. Each time I have contacted PDFfiller I have received a prompt response outlining viable solutions and knowledgeable answers. With PDFfiller you may sign up for the product, but you will stay for the unparalleled support.
Valerie Varrone
Had an issue with billing today (a… Had an issue with billing today (a Saturday) however after emailing their customer service team I got a very quick response and kept getting help and support until the issue was resolved, on the same day. The person I was in contact with was very polite, understanding and genuinely wanted to help. The service itself is great and I would recommend it to any business that needs to edit and sign documents online .
Nadine Mendes
I chatted with two reps for over an… I chatted with two reps for over an hour each with no results. I then chatted with KARA and in less than five mins my problems were solved. Kara is earning her pay cheque, she is a true asset to this company. YOU NEED YO PAY HER MORE MONEY.
Anthony Guadag
It's the best experience on pdf editors, the only thing is that i passed 10 minutes just to find how to change the color of the text, i suggest to modify the icon of the text color for better user experience and as a back-end developer I thank you for the work you are doing, work for your project, believe on it and you will have more success. I hope you share my comment with all your team, this will motivate them to do more effort for pdfFiller. have a nice day, stay positive and good luck.
Nasreddine L
PDFfiller do all the document from now on instead of MS. 1). 541 31ST St. Oakland, Ca. 94609-3203/Rental Property: so far tenants owe 4 mos. rent $8,056.00 2). The Alameda County superior court Case: Chung VS. Smith; 3). It's court request to use PDFfiller to do the Pleading, Ex-Parte and Declaration. 4). due to this instruction brought me to PDFfiller and learn how to do the legal document. 5).. From now on will use PDFfiler to do all the document: just use MS. do the preparation and copy and paste to the PDFfiler and that's all. -> From: Angel K. Chung-Gipson, 9/14/2021, 3:20 a.m.
Angel Chung-Gipson
I was freaking out that I couldn't save… I was freaking out that I couldn't save my work on a PDF for a scholarship app, but after finding this, I am very happy and calm.
BeccaClaire
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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!
Click on the 'Create' button or 'Create New Template' option. Choose 'From File' or 'From Scratch' to start your template creation. If you select 'From File', upload the PDF file you want to use as a template. For 'From Scratch', select a blank document and use editing tools to add your desired fields.
You can fill your PDF with our various tools and features. To add fillable fields to your PDF document, click the Add Fillable Fields tab on the right and select the type of content you need. You can add fields for signatures, text, images, date etc.
How to Use the Edit PDF Feature in pdfFiller Upload your PDF document to pdfFiller. Once your PDF document is uploaded, click on the 'Edit PDF' button. Use the toolbar at the top of the editor to access various editing tools.
Use pdfFiller's mobile app to edit PDFs, fill forms, sign documents, and even generate your own forms to collect data and signatures online. Simply tap your screen to edit PDF text, highlight or blackout data, add an image, erase content, and more.

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

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Upload your document