Switch from FormSwift to pdfFiller for a Insert Conditional Fields to Template for E-sign Solution For Free

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Last updated on Dec 27, 2025

Switch from FormSwift to pdfFiller for a Insert Conditional Fields to Template for E-sign Solution

How to switch from FormSwift to pdfFiller for an Insert Conditional Fields to Template for E-sign Solution

To switch from FormSwift to pdfFiller for an E-sign solution, first, create an account on pdfFiller. Next, import your existing templates and documents. Finally, utilize pdfFiller’s conditional fields feature to enhance your templates for seamless e-signing.

What is the importance of conditional fields in e-sign solutions?

Conditional fields allow users to create dynamic documents that alter their content based on user input, making them integral to personalized e-signature experiences. These fields enhance workflow efficiency by only presenting relevant information to the signers.

Why switch platforms for conditional fields in e-sign processes?

Transitioning to pdfFiller can unlock enhanced features, improved integrations, and a more comprehensive suite of tools tailored for document management. Regular updates ensure your e-signature solution stays competitive.

What are typical use cases for conditional fields in e-signature solutions?

Conditional fields see widespread use across a range of industries, including legal, real estate, and HR. They provide tailored experiences that streamline document handling, making them perfect for diverse forms like contracts, applications, and consent forms.

  • Legal agreements that adapt based on the type of signer.
  • Real estate documents that adjust based on property details.
  • HR onboarding forms that change based on employee roles.

How can you work with conditional fields in pdfFiller: step-by-step?

Using conditional fields in pdfFiller involves a systematic process, ensuring documents are tailored effectively. Follow these steps to create and manage your fields.

  • Log into your pdfFiller account and select 'Create New Document'.
  • Upload your existing PDF template or start a new one.
  • Select the 'Conditional Field' option from the editing menu.
  • Set rules for when the conditional fields should appear based on user inputs.
  • Save your changes and prepare the document for e-signature.

What customization options are available in pdfFiller?

pdfFiller offers various customization options for signatures, initials, and stamps. Users can upload images of their signatures, choose from digital handwriting styles, and add personalized stamps to documents. This flexibility enhances the authenticity of e-signed documents.

How to manage and store documents when using conditional fields?

After creating documents with conditional fields, managing and storing them efficiently becomes paramount. pdfFiller allows users to organize documents into folders, utilize tags for easy retrieval, and access files from multiple devices due to its cloud-based nature.

What security and compliance measures should you consider?

Security and compliance are critical when handling sensitive documents. pdfFiller employs encryption and adheres to regulatory standards, ensuring that your data is protected during the e-signature process. Always review the platform’s compliance with laws such as eIDAS and HIPAA.

How does pdfFiller compare to other alternatives for conditional fields?

While there are other platforms available like FormSwift or DocuSign, pdfFiller stands out with its robust feature set, including intuitive design, comprehensive customer support, and integrated file management tools. Users should consider ease-of-use and feature adaptability when choosing their e-sign solution.

  • pdfFiller offers superior editing features compared to FormSwift.
  • DocuSign specializes in signatures but lacks extensive document editing tools.

What are the next steps for transitioning to pdfFiller?

Once you've decided to switch from FormSwift to pdfFiller, set up your account, explore the tutorials for guided assistance, and start importing your documents. This will position you to utilize conditional fields for efficient e-sign processes, enhancing your digital workflow.

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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HIPAA
CCPA
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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

Try easy-to-use tools for all your document management needs.
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My very small office (staff of 9)!needed a professional looking and very easy to use application for filling and signing document. I downloaded 8'different apps/programs for trial and comparison. PDF Filler left every other program / app in its' dust.
Jim Bob H
honestly was harder to understand the first time, but I came back a few weeks later and in just that time it had become much more intuitive and to me seems to flow perfectly!
mark d
Life saver. Worked on an assignment for hours only to be unsuccessful, found pdf filler and my assignment was not only a success within less then an hr but presentation was all around better.
Lucinda
What do you like best? This platform is so easy to use. I usually get very annoyed with pdf files as most of the other websites I have tried have been a complete pain to make the adjustments I need. PDF filler allowed me to easily add the information, download, and save with my personal E-signature with my toddler on my lap ! I am very happy that I found them and will continue to use them for all my conversion needs. What do you dislike? I haven't really found anything that I dislike just yet. The monthly subscription is a bit pricy if you won't be using it often enough so maybe they could have pricing for example 4 downloads monthly etc. Recommendations to others considering the product: I would recommend What problems are you solving with the product? What benefits have you realized? I have been able to fill out pdf forms to submit documents online. It saves the time of printing the pdf, filling it out and then scanning.
User in Accounting
I like the service and have been using for awhile! I like the service and have been using for awhile. Their customer care team was really responsive through instant chat. Couldn't get a phone number for their customer service however I believe the chat service is all you need to get assistance! Kara was the representative I spoke with and she immediately understood my situation and helped me get the problems addressed with step by step processes and links. At the end she even saved me some money with the steps we took to save my old account! Definitely recommend their service and also contacting them with any question!
Roque Fuentes
I would only add that when adding text to the editor, it can be moved without blocking the height. Sometimes the PDF blocks the location of the text and it is difficult to align it with the original text.
erika g
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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!
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.
To edit a single form field, double-click it or right-click it and choose Properties. To edit multiple form fields, select the fields that you want to edit, right-click one of the selected fields, and choose Properties.

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

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