Create a PDF Template - Sejda
Users trust to manage documents on pdfFiller platform
Every month you send your client an invoice where you change only a few details including the date, quantities and amount. The rest of the information remains the same. Every time you make a copy of the previous invoice, delete the old information, fill it with new figures and send the new invoice as an attachment.
pdfFiller offers you an easier and less time-consuming way. Create a template and use it every time you need to issue an invoice. It takes only a few clicks to create a new document based on the template. Fill and sign it using our handy tools, and send it directly from pdfFiller.
To get started, open the document, fill in the information you want to appear in the template and create fillable fields.
Then, click the arrow near Done and select Go to MY DOCS in the drop-down menu.
In MY DOCS, select the document, click More and choose Template from the drop-down menu.
In the dialog window, press Create Template.
The letter “T” will appear on the document’s icon meaning that the document is a reusable template. To use the template, select it and choose To create Document.
Name the new document and click Create.
The newly created document will immediately open in the editor. Fill the document and send it to your client directly from pdfFiller using our handy mailing service. The template remains unchanged, you can use it again and again.
To learn more about how to create and use templates, watch the following video:
If you like being able to create PDF templates online, you might be interested in a lot of other great features that pdfFiller has to offer. Some of these include editing, annotating and signing documents, making copies, converting PDF documents to Word, Excel or PowerPoint formats. Check out these tutorials to see the other great things that pdfFiller can do for you!
pdfFiller is different from and not affiliated with Sea. With further questions about Sea products please contact Sea directly.
Video Review on How to Create a PDF Template - Sejda
What our customers say about pdfFiller
I love that all of my documents are readily accessible in one location. I can create templates and all of my documents look professional. I am very satisfied.
What do you dislike?
I have no complaints. I am pleased with PDFfiller. Our office is more efficent because of it. We would recommend the product to other businesss considering it.
Recommendations to others considering the product:
PDF filler is a very useful tool. PDF filler has reduced the amount of time it takes our company to draft a residental lease. This allows additional time that can be spent on other tasks, making our office more efficent.
What problems are you solving with the product? What benefits have you realized?
I have been able to complete productivity using PDFfiller. I am able to draft leases in less time making the wait for our clients shorter. I am able to access my documents wherever I am. We spend less time drafting leases and other documents allowing more time to be spent on other tasks.