Introduction
In today’s digital world, efficient document management is essential for businesses looking to streamline operations and improve productivity.
BoloSign allows you to create and send documents for eSignature in two main ways:
PDFs
PDF Templates
Understanding the difference between them helps you choose the right option for your workflow.
You can create both PDFs and PDF Templates directly inside your BoloSign dashboard.
What is a PDF?
A PDF in BoloSign is a static document that preserves its original layout and formatting.
You upload a document, add signature fields (such as signature, text, date, checkbox, etc.), and send it for signing.
Best for:
One-time contracts
Invoices
Offer letters
Custom agreements
Documents you don’t plan to reuse
Key Characteristics:
Fixed layout and formatting
Setup required each time before sending
Ideal for single-use documents
Use a PDF when you need to send a finalized document that won’t be reused.
What is a PDF Template?
A PDF Template is a reusable version of a PDF document.
Instead of uploading and configuring the same document repeatedly, you create it once and reuse it whenever needed.
When combined with Variables, you can send the same document multiple times simply updating the data according to each signer (such as client name, pricing, or dates).
Best for:
NDAs
Service agreements
Employment contracts
Sales proposals
Recurring client documents
Key Characteristics:
Reusable document structure
No need to re-add fields every time
Saves time on repeat sends
Ensures consistency across documents
Use a PDF Template when you frequently send the same type of document with minor changes (like client name, date, or pricing).
Quick Comparison
One-time use
Setup required before each send
Best for custom or unique documents
PDF Template
Reusable
Setup done once
Best for recurring agreements
Conclusion
Choosing the right document solution can significantly impact your business efficiency.
By understanding the difference between PDFs and PDF Templates in BoloSign, you can select the most suitable option for your needs. Whether you require a one-time document with fixed formatting or a reusable template for recurring workflows, BoloSign provides the tools to simplify your document processes.
Embrace the power of eSignatures with BoloSign and transform the way you manage your documents for a smoother, more productive experience.