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Form Builder Solution for Spread Monthly Financial Report Template

Form Builder Solution for Spread Monthly Financial Report 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.

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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

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

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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?
It offered me a complete fillable PDF forms using data from spreadsheets in a matter of minutes. It Kept all of my completed forms secure and organized in one folder and I could easily access them anytime from its desktop software or its mobile application. PDFfiller’s add-on for Google Spreadsheets spared me tons of time I would use filling out multiple forms with data from my Google Sheets by hand. PDFfiller instead allowed me to automate the entire process by quickly merging data collected from the spreadsheet’s cells with fillable fields in the forms. It also helped me to easily share completed forms with my teammates and colleagues directly from it instead of having to download and share on various platforms separately.
What do you dislike?
It's a bit slow and too many requirements to return to the dashboard to make a new order or start over. It's a little difficult to use and I didn't really find the editor interference convenient at all. Also if you're using it online you should have a medium to fast internet connection as it works terribly with slow connections and lags a lot.
Recommendations to others considering the product:
It helps you export spreadsheets into PDFs in secs and saves you all the effort and time you'd have to go through if you tried to do it manually. I totally recommend it.
What problems are you solving with the product? What benefits have you realized?
I personally use a lot and to solve many issues I go through with spreadsheets. I deal and work with spreadsheets very often be it for registration of events we organize in ASCE student chapter or for our technical work in construction filling in dimensions, quantities and/or areas. I would always face this problem when I have to export the spreadsheet in a PDF format as every time the pdf file ends up being incomplete and I lose a lot of my spreadsheet data because the spreadsheet has no size restriction as in PDF; Landscape A3 or Letter A4 sizes and even if it put all of the spreadsheet content in the PDF, the font size is becomes very small and unreadable. So I used this software ad ever since It became really super easy to export sheets into PDFs without losing any data and only with a few clicks.

User in Civil Engineering

What do you like best?
Changing things (like dates) on insurance forms helps us a great deal when the insurance information stays the same and only the date needs changed. (Accord forms). We don't have to completely retype an insurance renewal form. So Handy
What do you dislike?
I have helped a colleague in inputting his information on flyers that had someone else's and the eraser showed lines in the final product. I had to figure out what was going on and I figured out I could increase the eraser to remove items rather than going over it several times (like wite-out tape).
Recommendations to others considering the product:
If you need to make changes to documents that you do not want to retype over and over again, then this product is a handy tool. Also, for doing 'already-made-up-flyers' to use for yourself by adding your own information is great. I used to have to remake everything with Corel Draw. This is waaaaaaay easier!!
What problems are you solving with the product? What benefits have you realized?
Non really for what I use it for.

Charles Polisso

I found it pretty easy to use since I am not very techie. I haven't tried anything except doing some corrections to some documents. Looking forward to the other features.

Lisa

Hi only needed PDF filler for one doc Hi only needed PDF filler for one doc. Trusted the site enough to add my credit card, used the program and then deleted the account. Seems like this business is legit and would use again.

peter deutschmann

Love it! Very easy to use and comes in handy at the most inconvenient of times. When I'm out and busy, I can get documents filled out fast and easy on my phone.

Kurtisha Singleton

What do you like best? I can copy, save my files and print off the site to get my 1099's and if I like I can email my workers this for the convenience of saving the stamp. What do you dislike? sometimes its hard to find a certain item I need but with the Help Chat they found it very quickly for me. What problems are you solving with the product? What benefits have you realized? I use the site for my 1099's and used it once for a Bill of Sale item I sold.

Aunt Nita Disney

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How to Make a Blank Document in pdfFiller

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