PDF to Form Creation Benefits
For document exchanges, PDF is the default choice. The reason behind this is PDF file
retains the format irrespective of the device and operating system. It’s
portable across systems. Hence
Enterprises exchange documents with vendors and customers in PDF format
All government/compliance documents submissions happen in PDF
On the other hand, web forms are ideal for filling in data. They offer the
convenience of operating in a browser and enable fast data entry. Creating web forms from PDF templates
and filling them to generate filled-in PDF documents, offers tremendous productivity improvements
and a better user experience.
Let’s assume your customer has to fill a 3-page fillable PDF containing 20 data-entry fields
and a lot of boiler-plate text. Finding each of those fields and filling them is
prone to error. Moreover, they have to re-key the same information for duplicate fields. Using a form,
your customer can create a filled-in PDF document in a fraction of time.
For both fillable and non-editable PDFs, you can create online forms and link them to templates for PDF document generation.
PDF to Web Form
Leading solutions for PDF to Form Generation
There are several form creation solutions in the market that allow you to create an
online form from PDF. Broadly, they
fall into two categories.
Category1: Force you to build a form through their proprietary form designers. Then you need to link your PDF
to the form.
- Category2: Create a brand new PDF template ground-up in their editor, junking your existing PDF template.
Then the system creates an associated online form.
As you can see, these solutions don't create form from your PDF. But you've to spend a lot of effort to create it in their
proprietary software. Thus these are not business user-friendly.
Business users prefer a solution that auto-generates web forms from existing PDF templates.
Moreover, both these solution approaches don't address many of the common
scenarios. They only allow you to create text, checkbox, and radio-button fields. At best, maybe a few more
variations of them. This is because of the inherent limitations of their design approaches.
Thus they do not address the requirements, where business templates require the dynamic population of tables, content blocks,
subtemplates, etc. A good form creator addresses the following scenarios.
- Support for the creation of document packages by populating form input into multiple templates.
- Flexible to address every document scenario - Document insertion (embed document), E-Sign, tables, and lists, etc.
- Support for sub-templates, paragraphs, and sub-sections.
- You may have got a large PDF template, thus a large number of fields to fill-in in the form.
So your users would like to have an option to save partially-filled forms as drafts. They should be able to revisit these drafts any number of times, before
submitting the form for PDF generation.
- Ability to organize large forms into multiple sections or pages.
EDocGen - Best PDF to Online Form Creator
EDocGen takes a different approach. It’s a DIY platform and automatically
builds web forms from PDF templates. Whenever you change your templates, the system auto-generates
form from the updated template. Apart from addressing the above niche requirements, it also offers loads of features for
customizing the final PDF document output.
Dynamic fields: The system supports dynamic population various template fields- tables,
hyperlinks, lists, content blocks, images, etc.
Conditional Statements: You can hide/show document content based on
Sub-templates: Dynamically include sub-templates based on service/user type.
Calculations: Performs basic mathematical calculations (+,-,*,/) right
inside the template.
Dynamic text size: If the space given for the fillable field is insufficient,
the system automatically reduces the font size for maintaining the formatting.
Drafts: Partially filled documents can be saved drafts. These can be
updated later and published as final documents.
EDocGen is an Enterprise document generation platform that can be deployed
either on cloud or on-premise. It integrates seamlessly into your
existing infrastructure through REST API. It also supports your organization's authorization and authentication
mechanisms through the single sign-on (SSO).
How it works
This is a DIY platform built for business users. Upload existing PDF templates into the system, after adding relevant.
That's it. The system auto-generates fillable forms with the template fields. You can either use
a default form or customize it.
For customization, you can set the field types.
- Text/Number/Date/Email fields
- Input field/drop-down/checkbox/radio button/
Accordingly, while filling the form, the field checks come into play.
For long forms, it's difficult to fill all the form data in one go. Users can save partially filled
forms as drafts. The drafts can be published later after filling all
mandatory fields. Drafts can be updated any number of times.
How many times you've received a form URL in the mail and the first question in the form is "Enter your Email". Pre-filling some of
the fields with available data cuts down data entry and improves user experience
The system allows you to populate XML/JSON
/Excel data to generate multiple draft documents in one go.
Then you can share the draft form URLs with your users, for filling the remaining form fields.
You can also share them with non-registered online users (Customers/Vendors). After they fill and submit, you
would receive the completed PDF document.
The system allows distribution of generated PDF documents through various channels -
Email, print, sync to cloud storage, sync to DMS, and E-sign. It has native integrations to
OneDrive and SharePoint. Thus you can maintain different versions of templates and generated
documents in secure storage.
It is an API-first product. Developers can integrate with other systems through REST API for
creating document workflows and processes.
Web forms improve vendors, customers, employees, and other stakeholder's collaboration. To know more about
how it can use it for onboarding processes, EDocFormz. EDocGen also offers
Word to fillable form creation.
The system offers
the easiest way for PDF to online form creation. Book
a demo to see how it benefits your business.