Form Builder Tool for Productivity Checklist Template

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Last updated on Dec 30, 2025

Builder Tool with pdfFiller

Learn how to create a comprehensive Productive Checklist Template using pdfFiller's Builder Tool, a powerful PDF creation solution that allows individuals and teams to design, share, and enhance documents effortlessly. This guide will walk you through the entire process, making it easier than ever to manage your productivity checklist needs.

What is a Builder Tool?

A Builder Tool, in the context of document creation, refers to a software application that allows users to design, edit, and format documents easily. The Builder Tool in pdfFiller provides a user-friendly interface where you can create templates, fill forms, and generate PDFs without needing advanced technical skills. It supports various file formats and offers collaborative features to streamline workflows.

Why organizations use a Builder Tool?

Organizations utilize Builder Tools for various reasons, including:

  1. 1.
    Efficiency: Save time by creating templates for repeated use.
  2. 2.
    Consistency: Ensure brand adherence by using standardized templates.
  3. 3.
    Collaboration: Facilitate teamwork with real-time editing and sharing capabilities.
  4. 4.
    Accessibility: Create and access documents from any device with internet connectivity.

These benefits make a Builder Tool indispensable for streamlining the documentation process in professional environments.

Core functionality of Builder Tool in pdfFiller

The pdfFiller Builder Tool encompasses a range of capabilities designed to enhance the document creation process. Key functionalities include:

  1. 1.
    Template Creation: Develop custom templates tailored to specific needs.
  2. 2.
    PDF Editing: Modify existing PDFs directly within the platform.
  3. 3.
    eSignature Integration: Facilitate legally binding signatures directly on documents.
  4. 4.
    Cloud Storage: Securely store documents in the cloud for easy retrieval.

This comprehensive approach allows users to manage documents seamlessly, from initial creation to final distribution.

Step-by-step: using Builder Tool to create blank PDFs

To begin using the Builder Tool in pdfFiller to create a blank PDF, follow these steps:

  1. 1.
    Log in to your pdfFiller account.
  2. 2.
    Select "Create New" from the dashboard.
  3. 3.
    Choose "Blank Document" to start with a clean slate.
  4. 4.
    Use the available tools to add text boxes, checkboxes, or images, as needed.
  5. 5.
    Save your document after finalizing your layout.

Creating new PDFs from scratch vs starting with existing files in Builder Tool

When using the Builder Tool, you have the option to create new PDFs from scratch or modify existing files. Consider the following:

  1. 1.
    From Scratch: Ideal for creating unique documents tailored to specific requirements without any previous formatting constraints.
  2. 2.
    Modify Existing Files: Useful for updating or redesigning current documents, which saves time and retains familiar layouts.

Each approach has its advantages, and choice will depend on the specific goals of your project.

Structuring and formatting text within PDFs via Builder Tool

Properly structuring and formatting text is critical in any document. The pdfFiller Builder Tool offers various text formatting options, including:

  1. 1.
    Font Styles: Select different fonts to reflect your brand or project style.
  2. 2.
    Text Size: Adjust the size to emphasize key sections.
  3. 3.
    Alignment: Align text to enhance readability and organization.
  4. 4.
    Bullet Points and Numbering: Use lists for better clarity and structure.

These features help ensure that your productivity checklist is both visually appealing and easy to follow.

Saving, exporting, and sharing documents made with Builder Tool

Once you have crafted your document using the Builder Tool, saving and sharing it is straightforward. Here’s how:

  1. 1.
    Click the “Save” icon to store your document securely in your pdfFiller account.
  2. 2.
    Choose “Export” to download as a PDF or other formats as needed.
  3. 3.
    Select “Share” to send your document directly via email or link.

The seamless saving and sharing options offered by pdfFiller enhance collaborative workflows and ensure your productivity checklist reaches the intended audience efficiently.

Typical industries and workflows that depend on Builder Tool

The Builder Tool serves various industries and workflows, including:

  1. 1.
    Education: Teachers and students can create worksheets and reports quickly.
  2. 2.
    Healthcare: Medical professionals can generate patient forms and records.
  3. 3.
    Real Estate: Agents can prepare property listings and contracts.
  4. 4.
    Corporate: Businesses can streamline HR forms, proposals, and internal documents.

Each sector benefits from the Builder Tool's robust features, promoting efficiency and accuracy in documentation.

Conclusion

The pdfFiller Builder Tool offers an all-in-one solution for creating detailed and functional productivity checklists. By combining ease of use with powerful editing capabilities, users can generate, share, and manage documents effectively from anywhere. Whether you're working independently or within a team, pdfFiller empowers you to accomplish your tasks with precision and efficiency.

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.
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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!
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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.
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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.
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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.
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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.
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How to create a PDF with pdfFiller

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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.
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2. Edit your document online

Add, erase, or replace text, adjust formatting, add graphics, and add fillable fields to create a professional document.
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3. Save or export in seconds

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

Explore how professionals across industries use pdfFiller to create documents and forms.
Education
Real Estate
Healthcare
Finance
Human Resources
Sales
Education

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

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

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

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

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

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I like it- does what it says- easy to fill in a form. My local authorities keep changing their forms so everytime we spend a long time converting them to word files for editing, they become obsolete! Now, we just work with this weeks form and it doesn't matter if they change the layout! Perfect- no more time wasting with forms!
Nicola
What do you like best?
I like the idea that I can edit a PDF document that is not machine fillable. I have been using this program for several years now in personal and not for profit business.
What do you dislike?
This is not the most user friendly program to use. It lacks a search field or help section to answer questions as how to do something I do not know how to do. It would be nice to be able to save a document as you are finishing instead of having to go back and rename a document. This is the case when I am using a master form that gets updated each month. I work on my laptop and the print screen has the print button to low. I see a sliver of the print button, that if I mess around with it for a while, I can eventually click on it. I can't be the only person with this problem. It would be helpful if the print screen could open a little higher on the screen, reduce some of the preface before the print button or have the print button on the top of the form. I also get frustrated with getting an actual signature in the system. There are no clear instructions on how to do that. It took me hours and hours to get my signature as part of the program. It would be nice to be able to scan a signature into the program. I have used Adobe DC with work in the past and I find it is a superior product, but not worth the cost with the volume of paperwork I need to do. Also a typical example of issues I have with PDFiller is the instruction to take a screen shot of my log in page. I have no idea of how to do that so I attached a PDF master document I use pdfiller to complete each month.
Recommendations to others considering the product:
Don't expect to see the most beautiful documents as far as how things line up, but it is certainly a way to complete PDF forms typed instead of hand written,
What problems are you solving with the product? What benefits have you realized?
As I stated above I use PDF filler with forms that are not fillable. I have used them to complete tax returns when a fillable form is not available. I have used them to sign a document instead of having to print, sign and rescan the document before sending it back to the originator. I have not used it to obtain other peoples signature
User in Accounting
Speedy and excellent customer service I had a trial/billing issue and sent an email to their support email address. It was around midnight when I sent my email so I didn't think I would hear anything back from them until later that day during business hours. Not only did I hear back from them with an email almost immediately that night, but their representative resolved my issue right then and there. Superb customer service!
Nita
Love the app! Overall I really like the app and it has been quite useful for me as a realtor =) Great way to fill out forms and make your own fillable master form. I have had a hard time figuring out how to easily share and send the form you want and the notifications when you receive it back. Wish I could save the docket in my own files
Lisa L R.
Add a one-time use subscription Add a one-time use subscription. I feel this will be beneficial to a lot of your potential customers that do not run a business and may be using this software for personal use. I feel like a one-time 48hr subscription that can be purchased at a low cost would be profitable, especially if it can be repurchased at a later date if the user needs to use the program again. It does not make sense to offer a free 30 trial to users who are not going to use the program for more than 48 hours. I used this for free and you could have made money off of my usage by providing a one-time use subscription. Now, I have to make a new account with a different email if I would like to use your program again because I cannot afford to pay $100.00 for a subscription that I may only use once a year. So, just a suggestion.
Jessica Klyn
What do you like best? How easy it is to use! Uploading files right out of my Gmail?! Yes, please. Easily downloaded to just about any location that I want. I'll take that too. Add and edit just about any document. I'm all in. What do you dislike? Editing sections to look exactly like the scanned portion can be difficult and sometimes not possible. What problems are you solving with the product? What benefits have you realized? I mainly use this for signing and sending documents.
Matt Dinsmore, ARNP
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