Customize Template PDFs Using pdfFiller in Google Drive For Free

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Customize Template PDFs Using pdfFiller in Google Drive

Improve your workflow with the 'Customize Template PDFs Using pdfFiller in Google Drive' feature. This tool allows you to create, edit, and manage PDF templates directly within your Google Drive, providing a seamless experience that enhances your productivity. You can easily customize documents to suit your needs, ensuring you have the right forms ready to go when you need them.

Key Features

Direct integration with Google Drive for easy access
User-friendly interface for quick editing and customization
Flexible template options for diverse document types
Real-time collaboration with team members
Secure storage and sharing options for sensitive information

Potential Use Cases and Benefits

Creating custom contracts or agreements for your business
Generating invoices tailored to your clients' needs
Designing forms for feedback or surveys
Preparing legal documents with accurate information
Managing HR paperwork like onboarding forms or employee evaluations

This tool addresses common challenges you face when dealing with PDF documents. You no longer need to switch between multiple applications or worry about lost documents. Instead, you can develop consistent templates that save time and reduce errors. With its integration into Google Drive, you streamline your document management process and ensure everything is at your fingertips.

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Every month you send your client an invoice where you change only a few details including the date, quantities and amount. The rest of the information remains the same. Every time you make a copy of the previous invoice, delete the old information, fill it with new figures and send the new invoice as an attachment.

pdfFiller offers you an easier and less time-consuming way. Create and customize a template and use it every time you need to issue an invoice. It takes only a few clicks to create a new document based on the template. Fill and sign it using our handy tools, and send it directly from pdfFiller.

To get started, open the document, fill in the information you want to appear in your custom template and create fillable fields.

Then, click the arrow near Done and select Go to MY DOCS in the drop-down menu.

In MY DOCS, select the document, click More and choose Template from the drop-down menu.

In the dialog window, press Create Template.

The letter “T” will appear on the document’s icon meaning that the document is a reusable template. To use the template, select it and choose To create Document.

Name the new document and click Create.

The newly created document will immediately open in the editor. Fill the document and send it to your client directly from pdfFiller using our handy mailing service. The template remains unchanged, you can use it again and again.

To learn more about how to create and use templates, watch the following video:

If you like being able to create and customize PDF templates online, you might be interested in a lot of other great features that pdfFiller has to offer. Some of these include editing, annotating and signing documents, making copies, converting PDF documents to Word, Excel or PowerPoint formats. Check out these tutorials to see the other great things that pdfFiller can do for you!

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Video Review on How to Customize Template PDFs Using pdfFiller in Google Drive

How to Customize Template PDFs Using pdfFiller in Google Drive

Customizing template PDFs using pdfFiller in Google Drive is a simple and efficient way to personalize your documents. Follow these step-by-step instructions to get started:

01
Open Google Drive and navigate to the folder where your template PDF is located.
02
Right-click on the template PDF file and select 'Open with' from the dropdown menu.
03
Choose 'pdfFiller' from the list of available applications. If pdfFiller is not listed, click on 'Connect more apps' and search for pdfFiller to add it to your Google Drive.
04
Once the template PDF is opened in pdfFiller, you can start customizing it. Click on the 'Edit' button to make changes to the text, images, or any other elements in the document.
05
Use the toolbar at the top of the pdfFiller interface to access various editing options. You can add text, highlight, underline, or strikethrough text, insert images, draw shapes, and more.
06
To add your own custom fields to the template PDF, click on the 'Add Fillable Fields' button in the toolbar. Choose the type of field you want to add, such as text, date, signature, or checkbox, and place it in the desired location on the document.
07
Once you have made all the necessary changes and additions, click on the 'Done' button to save your customized template PDF.
08
Your customized template PDF will be saved in your Google Drive folder. You can access it anytime and use it to fill out new documents or share it with others.
09
If you need to make further changes to the customized template PDF, simply repeat steps 1-7 to open it in pdfFiller and edit as needed.

By following these steps, you can easily customize template PDFs using pdfFiller in Google Drive. Enjoy the flexibility and convenience of personalizing your documents to suit your specific needs!

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
Anonymous Customer
2015-09-22
It is a little hard getting the text to line up on the lines just right, but I figured a few tricks that help. Would have saved me time if I had been shown/told first in a tutorial how to fill it out best.
4
Jesus
2015-11-15
Great product, have not really used much but I got it in anticipation of a pdf filler. Plus the price is great. My son is really happy we have it makes his applications look amazing.
5
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You may not be able to open all PDF files with Google Docs. Actually, you are not editing the original PDF file in Google Docs. Google Docs recognizes the text in your PDF file and copies it so that you are able to edit the text as a separate version. It only supports to edit text.
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