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Form Creator Tool for Investment Proposal Template

Form Creator Tool for Investment Proposal Template

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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, or TXT

Based on 12500+ reviews

Last updated on Dec 30, 2025

Design docs your way: Use a blank PDF or ready-made templates

Start with a blank canvas

Select a page preset to create a blank PDF and start adding text, images, logos, shapes, and other elements. You'll have a polished, professional PDF in no time — no additional tools required.

Edit PDFs like Word docs

pdfFiller’s online drag-and-drop editor makes document creation a breeze on any device. You can add text, graphical elements, tables, signatures, and watermarks, fine-tune formatting, draw freehand, and more!

Build interactive fillable forms

Turn static PDFs into interactive forms anyone can fill out online. Whether it’s a client intake form or a quick survey, just drag and drop text fields, checkboxes, or dropdowns onto your document and share it in seconds.

Create PDFs from templates

Looking for a lease agreement, invoice, or permission slip? Browse our library, find the document you need, and make it yours — no more scouring the internet or starting from scratch.

Share and collaborate

Preparing a document with your team? No more emailing edits back and forth — just share your documents instantly so everyone can view, edit, or leave comments.

Split, merge, and rearrange

pdfFiller simplifies document creation by letting you break apart or combine files as needed. Split a massive PDF into bite-sized docs or merge separate files into one neat package.

How to create a PDF with pdfFiller

1. Get started on your own terms

Upload a document, find a template in our online library, or create a blank PDF and design it from the ground up.

2. Edit your document online

Add, erase, or replace text, adjust formatting, add graphics, and add fillable fields to create a professional document.

3. Save or export in seconds

Once finished, download a document in any format or send it straight to cloud storage.

Create blank document Upload document

Who needs this?

Explore how professionals across industries use pdfFiller to create documents and forms.

Education

Real Estate

Healthcare

Finance

Human Resources

Sales

Education

Teachers and administrators create lesson plans, student reports, and school forms from scratch or using templates. pdfFiller’s easy collaboration tools keep students and educators in sync throughout the academic year.

Lesson plans
Permission slips
Student enrollment forms
Class schedules

Real Estate

Real estate agents and brokers save time by creating leases, contracts, and other documents faster than ever. Just find the right form in the library, customize, and share with anyone—no need to draft documents from scratch.

Lease agreements
Sales contracts
Property management forms
Client intake forms

Healthcare

Healthcare professionals create, fill out, and manage patient forms and medical documents in compliance with HIPAA regulations. Swiftly sharing fillable forms through links or embedding them in websites simplifies data collection and improves patient experience.

Patient intake forms
Appointment schedules
Prescription templates
Consent forms

Finance

Financial analysts and accountants generate invoices, financial reports, and tax documents on the fly. Customize any template in seconds and ensure every document is consistent, polished, and error-free.

Invoices
Financial statements
Tax forms
Expense reports

Human resources

Human Resources

HR professionals create documents for managing and onboarding employees. With ready-made templates, they save time drafting and customizing documents used to collect data and signatures from employees and potential hires.

Employment contracts
Application forms
Onboarding documents
NDAs

Sales

Sales teams boost productivity by quickly generating proposals, quotes, and contracts. pdfFiller makes it easy to find the right template or sample and tweak it in minutes, so it’s ready to be sent to a client in no time.

Sales proposals
Quotation forms
Order confirmations
Customer feedback surveys

Document creation is just the beginning

Learn more about security

Manage documents in one place

Store all your contracts, forms, and templates in a single place with pdfFiller. Access and edit your files securely from anywhere in the cloud.

Sign and request signatures

Add your signature or send documents directly from the editor. pdfFiller makes it easy to prepare, sign, and send documents in one go—no extra steps or switching tools.

Maintain security and compliance

From data encryption to signer authentication, pdfFiller helps protect your data and comply with industry-leading security regulations, including HIPAA, SOC 2 Type II, PCI DSS, and others.

pdfFiller scores top ratings on review platforms

What do you like best?
With PDFfiller you can choose two ways of working; one free, with the classic restrictions on the amount of files per day, and another one of pay where you can use all the tools without limits of anything. When you just enter pdffiller draws attention to their environment, where they do not appear the common options of the type "word to pdf" or "pdf to jpeg", but directly asks to find the file with which you want to work. Here is where you find another novelty since you can upload your file, paste the URL where the file is, get it from your mail or request the document from a third party and everything from the same page facilitating the integration of the program to your daily use. Once you open a file you can see a toolbar that allows you to add add text, add check, insert images, underline words, delete, blackout, and of course, add watermark, making the environment become a text editor and not only in program to change the extension of the files. from the same page you can send to print, send via mail, share with social networks (fb and google), share the link and of course, save your file as pdf, word, excel or ppt.
What do you dislike?
If we stop to look at PDFfiller itself it does not contain negative aspects that are so important to correct, it would clearly be great if the whole system could be integrated into your networks and work for free, but it is also understood that the work and investment that made the creators of pdffiller should be rewarded in some way.
Recommendations to others considering the product:
totally recommendable If you're looking to convert files to and from pdf, this program works wonders, and if you want to edit some parts of your files, it works pretty well too.
What problems are you solving with the product? What benefits have you realized?
until recently I was using other programs when I had to work with pdf or convert files to pdf, but the truth is that pdffiller has necessary features to become one of my most used programs since within its tools it has a feature that allows blackout in those phrases or data that you do not want to reveal because they are confidential or sensitive, which is particularly useful for me when I have to make some presentations or present documents to external agents and I do not want to reveal all the data.

john ritchie

What do you like best?
We love how easy this system is to use for all of our real estate transaction documents. Very easy to navigate on a PC / MAC on a great app for your phone! When on the go we find it very easy to upload a contract document to make changes or to obtain a signature. I also use the program to edit any items for personal use as well. I find using the system helps me integrate school documents for my children. It is a great addition to anyone who owns a business and is looking for a nice way to conduct business at home or on the go! I highly recommend the app to anyone and find it very helpful. Definitely put the app on your mobile device! It work fantastic!
What do you dislike?
Nothing at all. We find the system very easy to use!
Recommendations to others considering the product:
No recommendations at this time. I find the product to work very well!
What problems are you solving with the product? What benefits have you realized?
Quick fill in for blank real estate documents like disclosures, amendments, and other items.

Roger W. Webb

Meralis Acevedo Meralis AcevedoI was able to find the form I needed. The only thing is that it was a little difficult figuring out how to use all the features it has. How to modify the text was not something I was able to do through erasing. Maybe using PDFfiller more often will help me maneuver the site with time.

Meralis Acevedo

I accidently was charged after trying… I accidently was charged after trying this for completing a teacher application and not finding it as user-friendly as I thought for myself. I had a snip of cancelling, so after a few emails I was able to get a full refund. Very responsive!

Shannon S

This program is awesome and i can edit pdf and keep them online like a private cloud. You have done a great job by creating this software. thank you a lot for this.

simone n

What do you like best? It has been the most useful piece of software I have for finding and applying for jobs: creating CV's and editable job applications very decent mobile app as well after the shock of being scammed by Adobe I hunted far and wide for a solution: PDF filler is it Thank you What do you dislike? Text input is clunky but effective but I can live with it What problems are you solving with the product? What benefits have you realized? For forms and applications that can be completed with mobile app means I can give lighting fast responses to job offers and other essential correspondence like applying for citizenship, legal and financial documents

simon bird

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How to Make a Blank Document in pdfFiller

Check out a quick video tutorial that shows how to create blank document and place your signature or send a document for signing.