Feature-rich Pdf Form Builder For Payment Processing Companies

Drag and drop document here to upload
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 Jan 4, 2026

Build PDF forms with pdfFiller’s Pdf Form Builder For Payment Processing Companies

What is a Pdf Form Builder for Payment Processing Companies?

A Pdf Form Builder for Payment Processing Companies is a specialized tool designed to create interactive PDF forms that facilitate payment processing and data collection. With this tool, companies streamline transactions, automate workflows, and gather vital information from clients or customers efficiently. Leveraging cloud-based platforms like pdfFiller enhances accessibility and collaboration, allowing teams to work seamlessly across different locations.

How does a Pdf Form Builder change document preparation?

The use of a Pdf Form Builder significantly simplifies the document preparation process. It eliminates the need for printing and manual filling of forms, reducing errors and saving time. By enabling users to create forms that can be filled out digitally, companies can ensure that their workflows are not only efficient but also secure and compliant. The adaptability of pdfFiller allows users to customize forms based on their specific needs for various payments.

Steps to add fields when you use a Pdf Form Builder

Adding interactive fields to a PDF form using pdfFiller is straightforward. Users can drag and drop a variety of field types, including text boxes, checkboxes, and signature fields. This ability enhances the user experience, ensuring that all necessary information is captured accurately.

  • Open your document in pdfFiller.
  • Select the 'Add Fields' option from the toolbar.
  • Choose from the available field types to customize your form.
  • Drag the selected field to the desired location on the PDF.
  • Adjust the properties of each field to suit your requirements.

Setting validation and data rules as you create forms

Validation and data rules are crucial in ensuring that the information collected through your PDF forms meets specific standards. By utilizing pdfFiller, users can easily set these rules to ensure accuracy and compliance. For example, specifying that a field must contain a valid email address or requires a certain number of characters can reduce the risk of errors in submissions.

Going from a blank page to a finished form with pdfFiller

Creating a complete form from scratch using pdfFiller is efficient and user-friendly. The platform provides various templates and design elements that can be customized to fit your brand’s identity. Users can also incorporate their branding, adjust layouts, and add logos to ensure that all documentation aligns with their aesthetic

  • Choose a blank template or a pre-made template that suits your needs.
  • Name your document for easy identification.
  • Add the necessary fields as discussed earlier.
  • Incorporate design elements like colors and images.
  • Preview your document before saving.

How to organize and revise templates

Managing and updating PDF form templates is vital for keeping your documents relevant and effective. pdfFiller allows users to easily organize their templates by creating folders, tagging documents, and archiving old or unused files. This ensures that you can always find the right template when it's needed.

Sharing results and monitoring responses after form submission

Once you’ve created, distributed, and collected responses from your PDF forms, monitoring responses becomes necessary. pdfFiller provides tools for tracking submissions and analyzing data trends. Users can receive notifications upon submission and even set up automated reminders for respondents.

Exporting collected data after form submission

Exporting data from submitted forms is a crucial step for payment processing companies. pdfFiller allows users to gather and export this data in various formats, including CSV and Excel. This flexibility accommodates further analysis, reporting, or integration into existing systems.

Where and why businesses use a Pdf Form Builder

The versatility of a Pdf Form Builder for Payment Processing Companies is evident in various sectors, including finance, healthcare, legal, and education. Businesses utilize these tools to enhance customer interactions, streamline operations, and ensure compliance with regulatory standards. As digital transformation continues to impact workplaces, adopting a Pdf Form Builder becomes increasingly vital.

Conclusion

In conclusion, a Pdf Form Builder for Payment Processing Companies is an essential tool that empowers businesses to efficiently create, manage, and process forms. With pdfFiller, users can optimize their document workflows, enhance productivity, and ensure compliance across their operations. Explore the powerful functionalities available today to transform how your business handles forms and payments.

More than a PDF form creator

Make PDFs fillable in no time

When static PDFs don’t cut it, turn them into interactive fillable forms. pdfFiller’s simple drag-and-drop interface lets you quickly edit PDFs and insert fillable fields in one go, using any device.
Screen

Collect data and signatures

Finalize contracts, onboard new hires, or gather client information and approvals with ease. Publish forms online or share them via links, allowing recipients to complete them from their computer, phone, or tablet.
Screen

Simplify payments for everyone

Let your customers make payments as they complete your documents. Connect your PayPal or Stripe account and request payments directly in your fillable forms.
Screen

Streamline collaboration

Share forms and templates with team members for edits, annotations, comments, or approvals. Allow everyone to contribute, eliminating the need for back-and-forth emails with feedback or edits.
Screen

Automate data transfers

Save time by pre-filling similar forms with data from a spreadsheet or pulling responses from multiple forms. No more endless copy-pasting or worrying about mistakes.
Screen

Save and customize templates

Create PDF forms and turn them into reusable templates to save time on document prep. Simply generate a copy and customize it by adding or changing text, filling out fields, inserting signatures, and more.
Screen

How to create a PDF form

Illustration

1. Upload

Upload a document to pdfFiller from your device or pull it from your cloud storage.
Illustration

2. Prepare

Edit documents and add fillable fields, dates, signatures, dropdowns, and checkboxes to ensure quick and easy completion.
Illustration

3. Share

Generate a direct link to your form or embed it into your website, allowing users to fill out their copies from any desktop or mobile device.
Upload your document

Who needs this?

Explore how professionals across industries use dynamic PDF forms.
Healthcare
Education
Real Estate
Finance
Human Resources
Insurance
Healthcare

Healthcare

Simplify paperwork for patients and free up more time for staff with digital document workflows. From patient intake to medical record management, pdfFiller makes it easy to collect, update, and manage patient information while adhering to HIPAA regulations.
  • Patient registration forms
  • Medical history records
  • Consent forms
  • Prescription refill requests
Education

Education

Streamline enrollment and registration processes, letting students fill out forms from any device. Switch to digital document submissions to reduce administrative burdens and provide secure, centralized access to student records.
  • Enrollment applications
  • Course evaluation forms
  • Student feedback surveys
  • Permission slips
Real estate

Real Estate

Speed up real estate transactions by allowing buyers, sellers, and agents to complete, sign, and submit contracts, disclosures, and applications digitally, saving time and reducing paperwork.
  • Rental applications
  • Purchase agreements
  • Property listings
  • Lease agreements
Finance

Finance

Allow users to input and submit data digitally to simplify loan applications, account openings, and tax filings. Ensure efficiency and security with digital signatures, data validation, and automated data transfers.
  • Invoices
  • Financial statements
  • Tax forms
  • Expense reports
Human resources

Human Resources

Onboard new hires, collect employee feedback, and manage performance reviews using quick-to-create and easy-to-complete digital forms. Save time and boost productivity with fast document sharing and seamless electronic signing.
  • Employment applications
  • Non-disclosure agreements
  • Offer letters
  • Employment contracts
Insurance

Insurance

Streamline insurance processes by digitizing claim forms, applications, and policies to deliver faster services and a better customer experience. Empower clients with a simple and secure way to submit information, sign documents, and make payments.
  • Insurance claim forms
  • Policy application forms
  • Beneficiary designation forms
  • Policy amendment requests

The all-in-one PDF form creator, editor, and eSignature solution

GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

Handle all your docs in one place

Create fillable forms, edit PDFs, collect signatures, and store documents within a single, cloud-based solution accessible from anywhere.

Keep data secure

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.

Share and collaborate

Say goodbye to endless email threads and lost attachments. Annotate and share documents, exchange comments, tag teammates, track document versions, and more.

Make fillable PDFs accessible on any device

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
Awesome, Love it. It is a good thing because I just didn't know they would charge me 9.00 dollars a month all at one time for the whole year upfront... Thanks for the heads up guys.
Darrell F F
Simply put, PDFFILLER has made my life a whole lot 'simpler'. I am no longer buried up to my eyeballs in paperwork (just up to my knees now! ha!) Since i began using PDFfiller, my desk is now, finally, Organized! Before PDFfiller - you couldnt even see the glass top on my computer desk., but now, since using PDFfiller, you can actually see every square inch of my desk! there isnt a single piece of paper 'waiting to be scanned', or filled out, so on and so forth. Which obviously has a huge impact on my ability to stay on track and stay focused! Needless to say I absolutely LOVE pdffiller! NO REGRETS!
jennifer b
I join the annual personal plan and it says if it is annual you will got 65% discount on the $72. However, I noticed after payment that I did not get any discount.
Ahlam
What do you like best?
The flexibility to fill out e-doc and version control function.
What do you dislike?
Better to have a ruler to a-line the texts
What problems are you solving with the product? What benefits have you realized?
It helps a lot to fill out the PDF docs and file online. It’s fast, efficient and easy to make changes as needed.
Mei Luo
Quick, easy, and efficient Amazing Makes building and filling out forms a breeze. The automation is great in making sure all information is included and correct. I have had no bad experiences with this software thus far.
Alex B.
What do you like best? PDF Filler has been a game changer for my business. Not only can I edit pdf documents In a neat and professional way, but also rearrange documents in whatever order I want, delete any pages from a document that isn't needed, and the access to the cloud makes things so much easier to be able to work my saved work from anywhere and any computer. What do you dislike? My one just like really is that for signature it used to date and timestamp but at some point that disappearing and I don't know how to get it back. Recommendations to others considering the product: PDF filler program is just such a user friendly system. It allows anyone to be able to use this and succeed What problems are you solving with the product? What benefits have you realized? The major benefit for me is being able to access all my documents through your cloud system which allowe me to have access to all my saved work at any time.
Maricruz McIntosh
Show more Show less

Watch fillable PDF forms in action

Check out a quick video tutorial explaining how to collect data and signatures using interactive online forms.

Make fillable PDFs accessible on any device

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