How to Build a Fillable PDF Form

Efficiency & Workflow

Fillable PDFs are invaluable for remote teams and customers. They enable faster completion of forms and signatures, streamlining approval processes. You can eliminate repetitive, manual tasks such as printing, scanning, and physical storage, leading to significant cost savings on toner, ink, paper, and machine maintenance. Embrace fillable PDFs to enhance your workflow efficiency and reduce operational costs.

Data Management

With fillable PDF forms, you can achieve centralized data storage, ensuring that all information is securely stored and easily accessible. These forms facilitate secure storage and easy sharing, simplifying collaboration and data retrieval processes. Centralized data storage also makes it easier to analyze and extract insights from the collected data, supporting informed decision-making.

Customization & Accessibility

Fillable PDFs offer a wide range of customization options, allowing you to tailor forms to your specific needs. You can customize fields, fonts, and formatting to create professional and user-friendly documents. Compatible with both Mac and PC, fillable PDFs can be opened and filled on any web browser and device, ensuring broad accessibility. Documents maintain 100% consistency throughout the form-sharing process, providing a superior customer experience.

Improved Data Accuracy

Fillable PDFs utilize structured fields to ensure consistent and accurate data entry. Data verification features help to prevent errors, ensuring that the collected information is reliable and valid. Structured fields combined with data validation ensure that the information captured is precise and meets predefined criteria.

Enhanced User Experience

Fillable PDFs are easier to use than paper forms, offering a more intuitive and efficient user experience. The clarity and organization of fillable forms minimize confusion and improve the overall user satisfaction. An intuitive and efficient design can significantly enhance user adoption and satisfaction.

Greater Efficiency

Fillable PDFs accelerate workflows, boost collaboration, and minimize the chance of errors. These forms streamline processes, making it easier for teams to work together efficiently. The reduced risk of errors and faster completion times contribute to significant productivity gains. Embracing fillable PDFs enhances both speed and accuracy in your data collection processes.

High Security

Digital documents are safer and more secure than their paper counterparts. Fillable PDFs can be password-protected and encrypted to ensure data confidentiality. The enhanced security measures protect sensitive information from unauthorized access and data breaches.

From Scratch

Using BreezePDF, you can design a new form from the ground up, giving you complete control over the layout and fields. This approach involves adding fillable form fields such as text boxes, checkboxes, and multiple-choice questions. You can insert a signature field so users can sign their name with ease. Customization options, such as branding and page numbers, allow you to create a professional and tailored form.

Converting Existing Documents

Alternatively, you can upload a Word Document, Excel Sheet, or scanned document to BreezePDF. The platform automatically analyzes and adds form fields, saving you time and effort. You can then adjust the layout and add additional fields as needed to refine the form. This is a convenient way to quickly transform existing documents into interactive forms.

(A.) Starting from a Blank Document:

1. Open BreezePDF.
2. Create a new blank document.
3. Access the form editing tools.
4. Add Text Fields:
   • Drag and drop to place.
   • Set properties (name, size, font, validation).
5. Add Checkboxes, Radio Buttons, Dropdown Menus:
   • Explanation of each field type.
   • Setting properties for each.
6. Add Signature Fields:
   • Ensuring legally binding signatures (if applicable).
7. Customize the Form:
   • Add page numbers, brand images, or your business logo for a polished, professional look.
   • Font styles and colors.
8. Save the Fillable PDF.

(B.) Converting an Existing PDF:

1. Open BreezePDF.
2. Upload the Existing PDF Document.
3. Access the "Prepare Form" or similar tool in BreezePDF.
4. Automatic Field Detection:
   • BreezePDF analyzing the document and adding fields.
5. Review and Edit Fields:
   • Adjusting size and placement.
   • Adding missing fields.
6. Set Field Properties as needed (validation, required fields).
7. Save the Fillable PDF.

Data Validation

Ensure that users enter data in the correct format by implementing data validation rules. For example, you can require phone numbers to follow a specific format or email addresses to be valid. This helps to prevent errors and ensures that the collected data is accurate and usable.

Calculations

Automatically calculate totals or other values based on user input. This is particularly useful for forms such as expense reports or purchase orders. Streamline processes and reduce manual calculations with automated computations within your fillable PDF forms.

Conditional Logic

Show or hide fields based on user input, creating a dynamic and personalized form experience. Conditional logic ensures that users only see the fields that are relevant to their specific responses, reducing clutter and improving usability. Tailor your forms to collect precise information, improving user experience.

Adding Buttons and Interactive Elements

Enhance the interactivity of your forms by adding buttons and other interactive elements. These elements can be used to trigger specific actions, such as submitting the form or resetting the fields. By integrating interactive elements, you can simplify processes and make the form more engaging for users.

Automate Email Responses

Automatically send copies of completed PDF forms to respondents after they fill out your form. This ensures that users receive a confirmation of their submission. You can automate email responses, ensuring respondents receive immediate confirmation and a copy of their completed submission for their records.

Sharing Options

Share your forms via email with a shared link, making it easy for recipients to access and complete the form. You can also embed forms on a website for convenient access. Distribute your forms to collect responses automatically. BreezePDF enables you to efficiently share your forms across multiple channels, ensuring maximum participation and data collection.

Tracking Replies

View the status of replies to monitor who has completed the form and who hasn't. Send reminders to non-respondents to encourage them to submit their responses. Keep track of replies, sending reminders to non-respondents to help ensure maximum participation and completeness of data collection.

Simple Layout

Keep the layout clean and uncluttered to avoid overwhelming users. A simple layout makes the form easier to navigate and complete. Reduce the amount of visual clutter and ensure that users can easily identify the fields they need to complete.

Clear Labels & Instructions

Provide clear guidance for each field to ensure that users understand what information is required. Use concise and descriptive labels to minimize confusion. Clear labels and instructions can significantly reduce errors and improve the overall user experience.

Logical Flow

Arrange fields in a natural order to create a logical flow. This helps users to complete the form smoothly and efficiently. A logical flow can make the form easier to understand and reduce the time it takes to complete it. Organizing form fields logically enhances user engagement.

Testing

Before distributing the form, test it thoroughly to ensure that all fields function correctly and the form is user-friendly. Testing ensures that the form is intuitive and error-free. Test your form before distribution to prevent frustrating user experiences.

Password Protection

Password-protect your forms in BreezePDF to prevent unauthorized access. This ensures that only authorized users can view and modify the form. Applying password protection adds an extra layer of security to prevent unauthorized access.

Data Encryption

Ensure secure data transmission by encrypting the form data. This protects the data from being intercepted or tampered with during transmission. Data encryption can prevent unauthorized access to the data.