pdfFiller Features
Platform (21)
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Custom Branding
Custom branding can be applied through signature process
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
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Performance and Reliability
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Integration APIs
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Forms Management
Store, manage and track all forms in a centralized location
Contact Management
Manage, organize, and store contact information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Contract/License Management
Track, store, and access client contracts or licenses
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Event Management
Schedule and manage the logistics of activities and other gatherings
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Video Management
Store and manage online video content
Signature Process (10)
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Document Signing
Allows signor to easily and intuitively sign documents
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Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
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Sign-In Process
Process of authenticating is secure and seemless
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Mobile Signatures
User can easy send and sign documents on mobile devices
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Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
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Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
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Reporting
Provides standard reports and easy creation of custom reports to manage signature process
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Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Multi-Party Signing
Share documents with different users to collect multiple signatures
Electronic Signature
Digitally sign online documents
Security and Scalability (3)
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Regulatory Compliance
Meets required regulartory compliances
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Signature History and Audit
Tracks all document signing history to comply with required regulations
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Enterprise Scalability
Provides features to allow scaling for large organizations
Organization (11)
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Protect
Allow users to password protect PDFs
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Document Management
Offer document management and tracking
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Document Scanning
Integrate with document scanning software
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Editing History
Display editing history on a PDF
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
File Management
Create, save, and store files
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Forms Management
Store, manage and track all forms in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Image Editing
Edit, touch up, and convert images for publishing
Text Editing
Edit text as needed
Editing (5)
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Size
Adjust the size of a PDF
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Edit Fields
Provide users the ability to edit fields in existing PDFs
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Convert to PDF
Create, edit, convert to and from PDF files
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Field Functions
Allow users to create fields for different functions (i.e. checkbox or initialling)
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Annotate
Give users the ability to annotate a PDF
Security (3)
Data Recovery
Provide data recovery so that files convert accurately
File Details
Include a preview option so users can view file details before reading
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Password
Password protect files
Conversion (3)
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Convert
Convert documents from one file type to another
Batch Conversion
Offer batch file conversions
Batch View
Offer batch document view
Logistics (3)
Integrate
Integrate with file reader software
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Edit
Allow users to edit their documents
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Split and Merge
Allow users to split and merge documents of the same format into one
Integrate & Embed (3)
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Calendar
Integrates with calendars to link relevant documents for meetings or appointments
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Website
Embeds live documents into websites
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Applications
Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
Edit & Revise (2)
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Revision History
Tracks changes made to documents and access all revision history
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Suggestion Mode
When reviewing documents, provides suggestions that can be accepted or rejected by the document owner
File Types (3)
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Export
Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format
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Import
Imports documents in multiple file formats for editing
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Web Publishing
Transforms a document into a web page and publish to the internet
Collaboration (2)
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Multi-User Collaboration
Allows multiple users to collaborate on a single document and see edits in real-time
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Real-Time Communication
Allows users to communicate in real-time via chat and comments within the document
Design (3)
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Graphics
Ability to insert graphics, including photos, charts, drawings, graphs, etc.
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Templates
Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
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Themes
Offer various color themes which can be applied to the document
Operating System (6)
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PC Operating System
Supports Microsoft Windows operating system
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Mac Operating System
Supports macOS operating system
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Linux Operating System
Supports Linux operating system
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PC Operating System
Supports Microsoft Windows operating system
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Mac Operating System
Supports macOS operating system
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Linux Operating System
Supports Linux operating system
Customization (5)
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Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
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Multi-page Forms
Allows users to create forms with more than one page
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Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Additional Functionality (119)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Branding
Add customized logos and colors to align with company branding
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Data Import/Export
Import and export data to and from software applications
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Encryption
Convert data into a code for security
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Commenting/Notes
Leave comments and notes on documents for others to view
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Customizable Forms
Customize contracts and forms to collect specific information
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
Full Text Search
Search for specific words or phrases within a document or database
PDF Conversion
Convert other file formats to and from PDF.
Mobile Access
Access software remotely via mobile devices
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Merge/Append Files
Merge or combine files / add pages to a document
File Transfer
Move files across different systems or networks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Annotations
Highlight content and/or make notations about parts of content
PDF Reader
View, search, and print PDF files.
Document Storage
Store and organize documents in a centralized system
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Version Control
Track revisions and updates made to files and navigate between different versions
Compression
Reduction in the number of bits needed to represent data
Indexing
Compile and organize data into specific metrics
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Document Review
Review and analyze existing information across documents
Electronic Signature
Digitally sign online documents
Side-by-Side Comparison
Compare two documents or content pieces side by side
Rearrange Pages
Rearrange/reorder pages within a document
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Rotate Pages
Change page orientation
Delete Pages
Delete pages from a document
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Authentication
Verify the identity of users/devices to enable secure access
Data Security
Protect sensitive data for digital privacy
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Encryption
Convert data into a code for security
Signature Capture
Digitally capture and store a person's handwritten signature
Document Conversion
Convert documents and images into editable file formats
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Team Collaboration
Allow multiple team members to edit and work on the same document
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Fields
Customize data fields to support various needs and use cases
Searchable Database
A collection of records that can be retrieved based on specific queries
QR Codes
Matrix barcode that stores information
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Location
Manage and support multiple locations
Real-Time Data
Receive data and information in real time
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Waiver Kiosk
Set up computers on location to help users sign waivers on-site
Data Import/Export
Import and export data to and from software applications
Photo Capture
Capture photos for any type of use case
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Generative AI (5)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
Functionality - PDF SDKs (3)
Abstraction
Abstracts complex code to provide developers with simple, easy to use development components.
Breadth Of Components
Unlocks a wide variety components for relevant functionalities such as PDF editing, PDF sharing, and more.
Ease Of Integration
Empowers developers to intuitively integrate PDF-related functionality for their applications.
Support - PDF SDKs (3)
Community Support
Provides public user forums for support questions and help.
Documentation
Provides clear, effective documentation for API integrations.
Professional Support
Connects users with professional support teams to troubleshoot and finetune SDK usage.
Agentic AI - E-Signature (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Document Creation (1)
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - File Converter (1)
Decision Making
Makes informed choices based on available data and objectives
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