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Instructions and Help about PDF Templates

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 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 whole 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!

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
MARIA ALTMAN
2019-02-25
What do you like best?
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
5
Tiff N
2017-08-16
It was just what i was looking for...im not very computer literate but WAS NOT hard to learn. I do think a few features could be added or made easier. I WAS NOT HAPPY WITH THE COST. Its mighty ridiculous! For the amount of money i spent and the length of time... S***, unless you are in the business of "screw ups" "uh-oh"ers, the presidents Secretary for his twitter account...or a lawyer. I don't think you get enough time for the cost. And VERY UNSATISFIED with the small print that is located UNDER the nice AFFORDABLE FAKE SALE PRICE at the beginning of the website
4
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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Video: Tutorial - Fill, Edit and Sign Your PDF Document Online Using pdfFiller
Video: Create Fillable Document Template Using pdfFiller
What are the benefits of Creating and Using Templates?
Templates allow you to save time when filling out documents with frequently-used information. For example, it is useful when you often fill an expense report, where your name or the name of your business never changes, but the address of the customer is unique to each report.
How do I Create, Use and Edit Templates?
Upload the document with pdfFiller.com Uploader or select the document in "My Forms" page. Fill in the information that you want your template to always contain and click "Done" button to return to "My Forms" page. Select the filled document and click "T"--"Template" button. Your document will be converted into a template. Every time you open the document, you will be prompted for a new document name and a new one will be created. The template itself will remain unchanged and ready for use. If you need to change the template, simply select the template form in "My Form" page and click "Template" button. The template will be converted to a regular form. You can modify and convert it to a template later.
How do I create a Template?
Upload the document with pdfFiller.com Uploader or select the document in "My Forms" page. Fill in the information that you want your template to always contain and click "Done" button to return to "My Forms" page. Select the filled document and click "T"--"Template" button. Your document will be converted into a template. Every time you open the document, you will be prompted for a new document name and a new one will be created. The template itself will remain unchanged and ready for use.
How do I create Templates from "My Forms"?
Convert original documents into templates by first uploading the document into "My Forms" page. Then select the "Template" button, signified by a document with the letter "T."
How do I use my Templates?
Select the document you wish to convert into a template. Enter your information. Save and return to "My Forms" page. Select the "Template" button (document with the letter "T"). Your information is now already entered for future use.
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