Guides

Practical answers on quotes, job sheets and forms that end in a PDF, with a ready-made template for each.

1. PDF form builder: how to create a fillable PDF or an online form that produces oneA PDF form can mean a fillable PDF made in Acrobat or Word, or an online form that produces a PDF. How each one works, when to pick it, and how to build both.
2. Job sheet template: what to include, and how to get it signed on siteWhat a job sheet should contain, with a checklist you can copy into Word or Excel, and how to fill one in and get it signed on a phone at the end of the job.
3. Quote form template: the quote you send, and the request form your clients fill inWhat a quote form template should contain, how a request for quote form collects the details first, and how to send quotes with VAT and totals added up.
4. Google Form to PDF: what Google Forms and Microsoft Forms can do, and how to get one PDF per responseHow to turn a Google Form or a Microsoft Form into a PDF with the built-in tools (printing, Sheets, Excel, receipts) and how to give each response its own PDF.
5. Website form to PDF: turn each submission on your site into a finished documentHow to put a form on your website that turns each submission into a PDF your visitor can download at once, with the options, the embed code and a checklist.
6. Convert a Word form to a fillable PDF, or rebuild it once as an online formHow to turn a Word form into a fillable PDF with Acrobat, what happens to Word's form fields, and when it is better to rebuild the form once as an online form.
7. Inspection report template: what to record, with photos and a signatureWhat an inspection report should contain for a rental property or a site check: a checklist, notice rules for landlords, and a version filled in on a phone.
8. Client intake form: what to ask a new coaching or consulting clientWhat a client intake form should ask before the first session, for coaches, consultants and personal trainers, with a checklist and only what you need.
9. How to sell a PDF online: the main ways, and the rules to check before your first saleHow to sell a PDF or other digital download online: your own site, a platform or email, plus the VAT, receipt and right-to-cancel rules in the UK and the EU.