Simplify Document Collection with Shareable PDF Forms

If your business relies on collecting information or signatures from clients, you know the traditional PDF workflow is broken. The process of emailing a PDF, forcing the client to figure out how to open it, print it out, fill it in by hand, sign it, scan it back into their computer, and finally email it back leads to delays and poor data quality.

Fortunately, there’s a better way. With our Free Form Builder, companies can turn their documents into frictionless online experiences. Here is how different industries are using eFormly's shareable PDF forms to solve their document collection headaches.

Real Estate: Streamlining Tenant Applications

Property managers and real estate agents deal with mountains of paperwork. When a prospective tenant wants to apply for a lease, time is of the essence.

Instead of emailing a lengthy PDF application, real estate professionals can use eFormly to upload their standard application document converting it into a fillable web form. The agent simply copies the unique eFormly share link and texts or emails it to the applicant. The applicant opens the link on their smartphone, types in their details, signs with their finger, and hits submit. The property manager instantly receives the completed, legally binding PDF.

HR & Recruiting: Frictionless Employee Onboarding

Onboarding a new hire usually requires them to fill out tax forms, direct deposit authorizations, and employee handbooks.

Asking a new employee to print and scan these documents on their first day creates unnecessary friction. Using eFormly, HR teams can bundle onboarding PDFs, make them fillable, and share the link with the new hire before their start date. The employee can quickly fill everything out from their browser—no extra software downloads or physical printers required.

Healthcare & Clinics: Patient Intake Forms Made Easy

Medical clinics often force patients to arrive 15 minutes early just to fill out paper intake forms on a clipboard.

Modern clinics use eFormly to digitize these patient intake forms. When a patient schedules an appointment, the clinic automatically sends them an eFormly link containing their medical history and consent forms. The patient fills it out from the comfort of their home. By the time they arrive at the clinic, their signed PDF is already in the administrative team's inbox, perfectly formatted and easy to read.

B2B Services: Accelerated Client Agreements

Consultants, marketing agencies, and freelancers need to get NDAs, proposals, and Master Service Agreements (MSAs) signed quickly to kick off new projects.

Instead of dealing with clunky enterprise e-signature tools that charge per envelope, B2B service providers use eFormly. They upload their contract, add the necessary fillable fields (like company name, date, and signature), and share the link with their new client. The client experiences a smooth, professional signing process directly in their browser.

How eFormly's Form Sharing Works

The magic of eFormly lies in its simplicity. You don't need to be a developer to create a powerful online form.

1. Upload your PDF: Drag and drop your existing PDF document into eFormly's Form Builder.
2. Make it fillable: eFormly intelligently detects fields, or you can manually place text boxes, checkboxes, and signature fields exactly where you need them.
3. Share the link: Generate a unique, secure URL for your form. You can email it, text it, drop it in a Slack channel, or embed it on your website.
4. Collect responses: When a user clicks the link, they see a beautiful, mobile-friendly interface to fill out the form. Once submitted, you receive the perfectly filled and signed PDF.