BoloSign Feature

Customized PDF: Add customized PDFs to your forms for professional-grade document packages

Attach customised PDFs to your signature forms to create complete document packages. Combine a fillable form (name, email, address, custom fields) with a pre-designed PDF attachment (contract, terms, branding collateral). The signer fills out the form fields and signs the attached PDF in one seamless flow. Perfect for creating branded, professional-grade document experiences.

Customized PDF: Add customized PDFs to your forms for professional-grade document packages | BoloSign

What Is Customized PDF?

Attach customised PDFs to your signature forms to create complete document packages. Combine a fillable form (name, email, address, custom fields) with a pre-designed PDF attachment (contract, terms, branding collateral). The signer fills out the form fields and signs the attached PDF in one seamless flow. Perfect for creating branded, professional-grade document experiences.

How Does Customized PDF Work?

Create a form -> click 'Add Customized PDF' -> upload your pre-designed PDF (with your branding, terms, and layout) -> the PDF attaches to the form -> signers fill out form fields first, then review and sign the attached PDF -> both the form data and signed PDF are saved together with a single audit trail. You can add multiple PDFs to a single form.

How Does Customized PDF Work?

How Teams Use Customized PDF

Service agreements with branded cover pages

Client intake forms attached to terms of service

Franchise applications with disclosure documents

Rental applications attached to lease agreements

Patient registration forms with consent documents

Why BoloSign's Customized PDF Is Different

Most platforms treat forms and PDFs as separate workflows. BoloSign combines them in one seamless signing experience.

Pro Tips

1

Start by identifying your highest-volume document type - that is where Customized PDF will save the most time.

2

Combine Customized PDF with reusable templates for maximum efficiency - build the template once, use Customized PDF every time you send.

3

Connect Google Sheets integration alongside Customized PDF to automatically track every document's status in real-time.

4

Test Customized PDF during the 7-day free trial with real documents - not test files - so you see the actual time savings.

5

If your workflow has a unique requirement, contact BoloSign - custom features are built and shipped within 1 week.

Watch BoloSign in Action

See how easy it is to use Customized PDF

Frequently Asked Questions

Everything you need to know about Customized PDF

Related Features

Ready to try Customized PDF?

Start your 7-day free trial. No credit card required.

Start for free