Switch from FormsLibrary to pdfFiller for a Insert Formula Field Button to Template for E-signature Solution For Free

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Last updated on Dec 31, 2025

Switch from FormsLibrary to pdfFiller for a Insert Formula Field Button to Template for E-signature Solution

How can you switch from FormsLibrary to pdfFiller for e-signature solutions?

Switching from FormsLibrary to pdfFiller for an Insert Formula Field Button to Template for an e-signature solution involves a few straightforward steps to optimize your digital document management process. This guide will take you through why this switch is important, how to execute it, and the unique advantages of using pdfFiller.

What is switching to pdfFiller for e-signature solutions?

Switching to pdfFiller means migrating your document workflows to a comprehensive platform that enables seamless editing, signing, and management of PDFs. The Insert Formula Field Button feature allows users to easily create documents that include dynamic fields which calculate values automatically, streamlining the e-signature process.

Why is switching to pdfFiller critical for modern document workflows?

Modern document workflows demand efficiency, security, and flexibility. Switching to pdfFiller enhances these aspects by providing tools to edit documents in real-time, store them securely in the cloud, and integrate easily with existing workflows.

  • Flexibility to access documents from anywhere at any time.
  • Automatic form filling and calculations through formula fields.
  • Comprehensive security and compliance features.
  • Integration with various applications to streamline processes.

What are some typical use cases for pdfFiller's e-signature solutions?

pdfFiller's e-signature capabilities, specifically with the Insert Formula Field Button, cater to numerous industries and scenarios. Common use cases include contract management, invoice approvals, and forms requiring calculations.

  • Real estate transactions for property sales and purchases.
  • Healthcare for patient consent forms.
  • Financial services for loan agreements.
  • Education for student registrations and consent forms.

Step-by-step: how do you switch to pdfFiller?

To switch from FormsLibrary to pdfFiller for your e-signature solution, follow these steps:

  • Create a pdfFiller account and log in.
  • Import your existing forms from FormsLibrary into pdfFiller.
  • Use the Insert Formula Field Button to add calculation fields to your templates.
  • Set up the e-signature workflow for your documents.
  • Test the functionality to ensure all fields are operating correctly.

What customization options exist for signatures, initials, and stamps?

pdfFiller offers various customization options for signatures, initials, and stamps, allowing users to personalize their documents to fit their brand and communication style. Options include pre-saved signatures, custom stamp creation, and unique initials that can be tailored for individual or corporate use.

  • Dynamic signature fields that maintain user identity.
  • Customizable stamp options for branding.
  • Electronic initials that can be saved and reused.

How do you manage and store documents handled by pdfFiller?

Managing and storing documents in pdfFiller is intuitive and secure. Documents can be organized into folders, tagged for easy retrieval, and stored in the cloud for firm access without any loss of data integrity.

  • Cloud storage ensures documents are accessible from any device.
  • Search functionality allows quick retrieval of documents.
  • Task management features help track document status and approvals.

What are the security, compliance, and legal aspects to consider in pdfFiller?

Security and compliance are paramount in digital document handling. pdfFiller is compliant with industry standards such as GDPR, HIPAA, and eIDAS, providing users with secure e-signature solutions and document storage. This is critical to ensure that sensitive information remains protected.

  • Document retention policies that comply with legal standards.
  • Encryption standards for data security.
  • Audit trails to track document access and changes.

What alternatives exist to pdfFiller?

While pdfFiller offers a robust set of features for e-signature solutions, there are alternatives worth considering. Each may have unique pros and cons based on user needs, integrations, and document management preferences.

  • DocuSign: known for its legal compliance and extensive integrations.
  • Adobe Sign: provides brand trust and a range of features for editing PDFs.
  • HelloSign: offers a simplistic interface focused on e-signature workflow.

What should you take away from switching to pdfFiller for e-signatures?

Switching to pdfFiller for your Insert Formula Field Button to Template for E-signature Solution is a strategic move towards improved document handling. The platform empowers users to create efficient, compliant, and user-friendly digital workflows, ultimately leading to greater productivity and enhanced collaboration.

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've tried other programs to convert pdf files and it didn't work. At least you were able to convert from pdf to a document I needed to type and enter information on before submission. I would like to save my resume' in a docx. file without loosing the format. My resume is already created but I would like to make changes on it when I get a new job. Please help!!!
Cynthia T
What do you like best?
I like the ability to send to sign documents the most. I use it in my business daily. I like the features to organize my documents and to make templates. The templates are a life saver. Also, PDF filler has a large library of documents, anyone can easily personalize templates, can prepare add signatures, dates and finalize documents all in one step, saves time, LOTS of time!
What do you dislike?
I like it all. I don't have any complaints.I have used other document signing programs and they are way more difficult to use. No so with PDFfiller. The mobile app is not that easy to use as the (desktop) version. If I had to say Sometimes there is a delay from screen to screen. But that could be connection.
Recommendations to others considering the product:
If you need a document editing tool that does everything you can think of USE PDFFILLER it ROCKS! If you need to use this product to mark up documents and sign, try this product! I like to keep everything that I do 100% electronic, so with products like this, I am able to do so.
What problems are you solving with the product? What benefits have you realized?
I can get leases and contracts signed very easily. I like the ability to get clients to sign contracts and leases on their mobile phones. I now use the program Every Single Day to create, manipulate or convert files that used to sit waiting, sometimes for days at a time, to be done by the one or two people with access to more expensive and less user friendly programs. Now I have a new "can-do" attitude to the workings of .pdf files. I can't recommend this online tool enough and it's so affordable, you can buy a license to use at home. Great product, lots of advantages. You will not look back, you will not regret this purchase.
David Nelson
So surprised and happy to find this VA… So surprised and happy to find this VA application online and available to convert to a filler style form. Printing the document by-hand was painful and re-dos were tedious but with your program I was able to complete and annotate (where needed) the application in a legible, presentable manner. Thank you for this program.
Barbara Cady
Great Customer Service I only needed the service for a specific period and thought I cancelled the service, until I was charged. I contacted customer service and gave every possible email address the service could be connected to, so I thought. None of those emails showed service connected to it, so they ended up submitting a trouble ticket. A few days later they contacted me to see if I was connected to another email address, and it was my husband's business, that I never thought about. Even though it automatically renewed, they responded that they would refund the charge.
Yolanda Clay-Moore
I was unable to embolden a specific… I was unable to embolden a specific part of my texts. Each time I select the target part, the whole texts are emboldened. Other than this, I'm having a great experience using pdfFiller; it has many great functionalites.
Akinwale Olatunde
I love that pdfFiller.com has a vast selection to search through, although it can be frustrating to find what you are looking for because even when you change the search information, the same ones pull right back up. The price is fair if you use it daily or at least 3 times a week, which I don't but I use it frequently enough since there is no cheaper option than the monthly rate.
Rebecca S
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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.

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

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