Imagine you need to collect information from multiple people, but the back-and-forth of emails and paper forms is slowing you down. The frustration of managing scattered data and deciphering handwriting is all too real. Fillable forms offer a digital solution, streamlining data collection and making information readily accessible.
Google Docs and Google Forms provide free ways to create these forms. This article guides you through creating fillable forms using Google's tools. We'll also introduce a superior alternative: BreezePDF, offering advanced features and enhanced security.
## What is a Fillable Form?
A fillable form is an interactive document that allows users to directly input data into designated fields. This eliminates the need for printing, manual completion, and scanning, making data collection more efficient.
Fillable forms have numerous use cases. Think surveys and questionnaires to gather feedback, contracts with fillable signature blocks, interactive quizzes for educational purposes, and event registration forms to streamline sign-ups. They are also excellent for feedback collection within an organization.
There are numerous benefits to using fillable forms. You will have easy interaction with your target audience, allowing for wider reach and increased participation. You can efficiently collect feedback and organize data, enabling quicker analysis. They offer remote accessibility, ensuring users can complete forms from anywhere. Fillable forms also enable real-time results tracking, saving time, and generating automatic reports to help data-driven insights.
## Creating Fillable Forms in Google Docs: Step-by-Step
Google Docs offers a basic method for creating fillable forms using tables and dropdowns. While functional, it has limitations compared to dedicated form builders.
### Method 1: Using Tables and Dropdowns
**Step 1:** Open a new Google Doc by navigating to doc.google.com.
**Step 2:** Add a clear title and a brief introductory description to explain the purpose of the form. This helps users understand the context and provide accurate information.
**Step 3:** Insert tables to organize different sections of the form. Each table can represent a specific category of information you need to collect.
**Pro Tip:** Divide the form into smaller, manageable sections, each with its own table. This enhances user experience and prevents information overload.
**Step 4:** Customize the appearance of the tables using 'Table Properties'. Adjust cell background color, border color, and border thickness to improve readability and visual appeal.
**Step 5:** Add checklists for questions with multiple options by navigating to 'Insert > Checklist'. This allows users to select multiple answers from a predefined list.
**Step 6:** Incorporate dropdown menus for providing a limited set of choices. Go to 'Insert > Dropdown' and select 'New Dropdown' or use a document dropdown. Customize the options in 'Dropdown Options' to suit your specific needs.
**Step 7:** Share the form with others by clicking 'File -> Share'. Define the permissions to control who can view, edit, or comment on the document.
### Method 2: Using Google Forms
Google Forms provides a more structured way to create fillable forms with various question types and customization options.
**Step 1:** Sign in to your Google Drive account.
**Step 2:** Click "New" and then select "Google Forms" to create a new form.
**Step 3:** Click on "Untitled form" and give your form a descriptive name. This will help you easily identify the form later.
**Step 4:** Add a "Form description" to provide context and instructions to the respondents. This will guide users on how to fill the form properly.
**Step 5:** Choose "Untitled question" and type your first question. This should be clear and concise to avoid any confusion.
**Step 6:** Add an image to the question (optional) by clicking the photo icon. Visuals can make the form more engaging and understandable.
**Step 7:** Choose the appropriate question type from the dropdown menu. Options include multiple choice, short answer, paragraph, checkboxes, dropdown, file upload, linear scale, multiple choice grid, checkbox grid, date, and time. Selecting the right question type ensures you get the data you need in the correct format.
**Step 8:** Add the remaining question details, such as multiple choice options or a text box for short answers. Make sure the options are comprehensive and cover all possible responses.
**Step 9:** Determine if the question is "Required". This ensures respondents answer all essential questions.
**Step 10:** Add more questions by clicking the plus sign icon. Repeat steps 5-9 for each question you want to include in the form.
**Step 11:** Customize the theme by clicking the paint tray icon. You can include a header image, choose theme/background colors, and change the font to align with your branding.
**Step 12:** Send the form by clicking the arrow button. Choose your preferred sharing method: email, URL link, or embed HTML. Sharing the URL link is very useful.
### Method 3: Importing PDFs
Google Docs can also import PDFs, but formatting can be an issue. This is the least ideal option.
**Step 1:** Visit drive.google.com.
**Step 2:** Select 'New', and then click 'File Upload'.
**Step 3:** Select the path to your PDF file.
**Step 4:** Click 'Open' to upload the PDF.
**Step 5:** Once the upload is complete, select it to open the PDF.
**Step 6:** Then, select the ‘Open with Google Docs’ option at the top of the window to open the PDF in an editable format. Note that this is not the same as creating a native fillable form.
## Tips for Professional-Looking Google Forms
* Create sections to logically organize your form and improve user experience.
* Use checkboxes for questions where multiple answers are possible.
* Utilize the "Paragraph" format for questions requiring thoughtful, detailed responses.
* Customize the form's theme and add branding elements to reflect your company's guidelines and maintain consistency.
## Limitations of Creating Fillable Forms in Google Docs/Forms
Google Docs/Forms, while free, come with certain limitations. The limited survey design options and branding capabilities can hinder the creation of professional-looking forms.
The platform has limited question types, restricting the kinds of data you can collect effectively. There's a lack of advanced analytical tools, such as summary tables, charts, real-time data visualization, sentiment analysis, and custom reporting. This often requires manual data analysis, which can be time-consuming and prone to errors.
Collaboration features are limited, lacking role-based permissions and comment threads for efficient teamwork. There are also limited integration capabilities with other business applications like CRM systems and email marketing tools. The inability to protect the document or save it as a template without Google Workspace is another notable drawback.
## Introducing BreezePDF: A Better Solution
BreezePDF emerges as a powerful alternative that overcomes the limitations of Google Docs/Forms. It provides advanced PDF editing capabilities and enhanced security features.
Key benefits of using BreezePDF for fillable forms include more advanced form field options, giving you greater control over data input. The tool ensures better document security features, safeguarding sensitive information. You'll experience improved collaboration tools for seamless teamwork and easy integration with other business applications, enhancing workflow efficiency.
BreezePDF also offers professional-looking templates and design options for creating visually appealing forms. All of this is easily accessible on mobile devices. Key features to highlight are:
* Add input box to PDF: Simply click the input box icon and drag it to the desired location. You can easily drag it around if needed. Add as many as you like!
* Typing on the PDF: Click the letter icon, then click where you want to type. Adjust the color and font size as needed. When you're done typing, you can drag the text around as needed.
* Signing the PDF: Click the scribble icon to draw your signature. Click "insert" and drag it to the desired location.
* Adding images to the PDF: Click the image icon, select an image, and drag the image to the desired spot on the PDF.
* Password protecting the PDF: Click the lock icon, insert a PDF password, and click 'Apply'. The PDF will be automatically password protected when you download it. To remove the password, simply click the lock icon again. BreezePDF also allows you to Merge PDFs and Delete PDF pages, all completely free. The best part is that your documents never leave your device. BreezePDF operates 100% privately within your browser.
## How to Create Fillable Forms with BreezePDF
Creating fillable forms with BreezePDF is straightforward:
1. Open your PDF document in BreezePDF.
2. Click the 'Input Box' icon.
3. Drag and drop the input box to the desired location on the PDF.
4. Customize the input box properties as needed.
5. Add text, signatures, and images using the other tools.
6. Download the fillable PDF to your device.
## Conclusion
While Google Docs and Forms offer basic capabilities for creating fillable forms, they are limited in design, analysis, and security. BreezePDF is a superior solution for creating professional, secure, and feature-rich fillable forms.
For a truly streamlined and secure experience, try BreezePDF for your fillable form needs and unlock advanced features without compromising your data privacy. It's free and easy to use!