PDFSimpli WorkSmart FAQs

PDFSimpli offers affordable monthly and annual options for businesses and individuals. PDFSimpli ensures that you always have the right tools at the right price, backed by our commitment to secure, efficient, and professional document management.

If you select the Delayed option, your document will be delivered within 24 hours—for FREE.

Here's how it works:

After uploading, editing and converting your document, simply choose Yes, I can wait 24 hours. Your finished PDF will be sent within 24 hours via your registered email and will also appear in your My Documents dashboard once it's ready.

This is a great way to try PDFSimpli; no payment is required. This option can be used only once.

To start an annual plan, please contact our multilingual support team 24/7 by email at support@pdfsimpli.com, by phone (+1-844-898-1076) or by using our Live Chat feature.

PDFSimpli offers secure and flexible payment options. You can pay using major credit and debit cards, including Visa, MasterCard, American Express, and Discover. We also support PayPal for added convenience.

PDFSimpli provides monthly and annual plans for businesses or individuals, allowing you to choose the options that best suit your needs. Your plan renews automatically, ensuring uninterrupted access to all tools and features.

Your payment details are protected with industry-leading encryption and security measures, keeping your transactions safe and your information confidential.

We have a 30-day no-questions-asked refund policy after we receive your final payment.

No downloads or installations are necessary. PDFSimpli and our products are 100% online.

All documents are stored on Microsoft’s Azure Cloud with 256-byte SSL encryption. You can also store documents on your favorite online document storage service because PDFSimpli easily integrates with Google Drive, Microsoft One Drive and Dropbox. You can always download documents to your laptop or print them.

Most accounts allow unlimited documents; however, some basic accounts only allow up to 5 documents per month. A banner at the top of your Account Home Screen will alert you if you have a document limit.

On the login screen, below the password field, is a link for “Forgot password? Reset your password.“ Click on it and follow the prompts. If you have access to your account and simply want to change your password, go to "My Account" then select "Account Settings" and type in your current password and then your new password, then select "Save Settings."

If you’ve hit your login limit or your account is temporarily locked, don’t worry — we’ve got you. Contact our multilingual support team 24/7 by email at support@pdfsimpli.com, by phone (+1-844-898-1076) or by using our Live Chat feature.

If something doesn’t look right—unusual activity, unexpected changes—immediately contact our multilingual support team 24/7 by email at support@pdfsimpli.com, by phone (+1.844.898.1076) or by using our Live Chat feature. We’ll act quickly to secure your account and resolve the issue.

We are ready to assist if your account issue isn’t listed here. Contact our multilingual support team 24/7 by email at support@pdfsimpli.com, by phone (+1-844-898-1076) or by using our Live Chat feature.

There are several ways to cancel your account. The fastest and easiest way you can cancel is the self-cancel option. Log into your account and select Cancel under the account settings tab and follow the prompts to self-cancel. The other option is to contact our multilingual support team 24/7 by email at support@pdfsimpli.com, by phone (+1-844-898-1076) or by using our Live Chat feature. You will receive a confirmation of account cancellation no matter which option you use. We make canceling easy for our customers.

Please contact our multilingual support team 24/7 by email at support@pdfsimpli.com, by phone (+1-844-898-1076) or by using our Live Chat feature.

Deleting your PDFSimpli account is a simple process. First, you must cancel your subscription to ensure no further charges. To do this:

1. Log in to your account and navigate to the Account Settings tab.

2. Select Manage Subscription and click Cancel Subscription to stop any future billing.

3. You will receive a confirmation email once your subscription cancellation is complete.

If you want to delete your account fully, please contact our multilingual support team 24/7 by email at support@PDFsimpli.com, by phone (+1-844-898-1076) or by using our Live Chat feature. Our team is available to assist you and ensure a smooth account closure.

PDFSimpli provides 18 distinct form categories, each tailored to meet various legal, business and personal documentation needs. Users can access over 280 subcategories within these categories, covering everything from tax documents and real estate agreements to health care forms and financial statements.

PDFSimpli offers an extensive library of over 11,000 individual forms, ensuring you can access the right document for any need. From business contracts and HR forms to government paperwork and personal legal agreements, PDFSimpli simplifies document creation and customization with expert-vetted templates.

PDFSimpli’s forms are expert-reviewed and legally compliant, ensuring that businesses and individuals can confidently use them for official documentation, contracts and agreements. Many forms are state-specific and updated regularly to reflect the latest legal standards, providing users with accurate and reliable documents.

Filling out forms with PDFSimpli is quick and intuitive. Simply upload your document, click on any fillable field and enter your information.

• Text fields: click and type directly into the form.
• Drop-down menus and checkboxes: select from the available options with a single click.
• Drag-and-crop text: move and position text as needed for a clean and professional look.

PDFSimpli ensures that all entries are properly formatted and aligned, allowing you to complete forms accurately and efficiently. Once finished, you can save, download or share your completed form instantly.

Select the Text icon and drag the text box to the place in the document where you want to add text. Press Ctrl C on a PC or Command C on a Mac to copy text. Press Ctrl P on a PC or Command P on a Mac to paste text, just like you do everywhere else.

To get full editing access, open the document in PDFSimpli. Click on My Account and select My Documents. On the Documents page, click Add New and upload your PDF.

Once uploaded, click on Edit to open your document.

At the top right, you can select one of four sizes for enlarging: fit to page, 50%, 100% or 200%.

Click the Text button, and a new menu will appear above the document. This menu allows you to select your font and type size.

A new menu will appear above the document when you click the Text button. This allows you to bold, italicize and underline text in the document.

Select Insert on the right side of the screen. Select Font Fields and follow the directions to choose your preferred field. Place your cursor on the document and click on the location where you want to add a field.

At the top of the screen, click on Watermark. Type in the text you want to use for the watermark, then click on the document where you want to insert the watermark.

At the top of the document, click the Signature button. A pop-up will appear, and you can add a signature in 4 different ways.

At the top of the document, click the Signature button. A pop-up will appear, and you can add a signature in 4 different ways.

Yes, The Electronic Signature in Global and National Commerce Act (E-Sign Act), signed into law on June 30, 2000, validates all electronic records and signatures to expedite interstate and foreign commerce.

On the right side of the screen, select Insert, then select Image and follow the directions to upload. Click on the photos you want to add.

First, upload your file from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Split PDF at the bottom of the screen. Then, follow the prompts to split your PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Merge PDF at the bottom of the screen. Then, follow the prompts to merge your PDFs.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Compress PDF at the bottom of the screen. Then, follow the prompts to compress your PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert PDF to Word at the bottom of the screen. Then, follow the prompts to convert your PDF to a Word Doc.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert Word to PDF at the bottom of the screen. Then, follow the prompts to convert your Word Doc to PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert PDF to JPG at the bottom of the screen. Then, follow the prompts to convert your PDF to JPG.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the file and click Convert JPG to a PDF at the bottom of the screen. Then, follow the prompts to convert your JPG to a PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert PDF to PNG at the bottom of the screen. Then, follow the prompts to convert your PDF to PNG.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert TIFF to PDF at the bottom of the screen. Then, follow the prompts to convert your TIFF to PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert PowerPoint to PDF at the bottom of the screen. Then, follow the prompts to convert your PowerPoint to PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert Excel to PDF at the bottom of the screen. Then, follow the prompts to convert your Excel to PDF.

On the left side of the Editor (below our logo), you will see three small icons above a preview of each page. Click the middle button for the Edit and Arrange Pages popup. Now you can reorder, organize, rotate, add or delete the pages. Simply click on the document and then select add, reorder or move based on the desired action.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert PDF to PNG at the bottom of the screen. Then, follow the prompts to convert your PDF to PNG.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert TIFF to PDF at the bottom of the screen. Then, follow the prompts to convert your TIFF to PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert PowerPoint to PDF at the bottom of the screen. Then, follow the prompts to convert your PowerPoint to PDF.

First, you must upload your files from the homepage or account page. You can drag and drop a file, choose a file from your desktop or upload a file from Google Drive, Microsoft OneDrive or Dropbox. Select the PDF and click Convert Excel to PDF at the bottom of the screen. Then, follow the prompts to convert your Excel to PDF.

On the left side of the Editor (below our logo), you will see three small icons above a preview of each page. Click the middle button for the Edit and Arrange Pages popup. Now you can reorder, organize, rotate, add or delete the pages. Simply click on the document and then select add, reorder or move based on the desired action.

On the left side of the Editor (below our logo), you will see three small icons above a preview of each page. Click the middle button for the Edit and Arrange Pages popup. Now you can reorder, organize, rotate, add or delete the pages. Simply click on the document and then select add, reorder or move based on the desired action.

In the Editor, on the right side of the screen, click the tab More Tools. Then click Encrypt and Password Protect and follow the prompts.

In the Editor, on the right side of the screen, click the tab More Tools. Click Recent Date. The cursor will become a calendar icon; click the date you want and move your cursor to the desired location in the document.

In the Editor, select the More button. A second row with Highlighter and Redact buttons will appear. Make your selection, and then move your cursor over the text you want either to highlight or redact.

In the Editor, on the right side of the screen, click the tab More Tools. Click Insert Image. Choose your image and click Insert. Now, move your cursor to where you want to insert the image. You also can resize the image.

In the Editor choose the Eraser button. Drag your cursor over the words you want to erase. You can move the corners to adjust the size of the eraser box. Then, choose the Text button and click where you want the new text to appear. You can move the location of the text box by using the Pointer button.

Click on your merged document and click Edit. The document then opens in the Editor. On the left side of the editor (below our logo), you will see three small icons above a preview of each page. Click the middle button for the Edit and Arrange Pages popup. Now you can reorder, organize, rotate, add or delete the pages. Simply click on the document and click the desired result from the choices.

In the Editor the Undo and Redo buttons are in the top panel. Select the one that achieves your desired result.

The platform provides several hundred templates, adding more regularly. Our extensive library ensures that businesses and individuals can access high-quality, pre-built legal documents that simplify paperwork and enhance productivity.

The platform offers a diverse collection of business, real estate, financial, personal and legal document templates. Whether you need a rental agreement, employment contract, NDA, invoice or power of attorney, our platform provides professionally designed templates that are ready to use and fully customizable.

Our templates are expert-reviewed and legally valid, ensuring you can confidently use them for official agreements and documentation. Our templates are regularly updated to reflect the latest legal requirements and state-specific regulations, helping you stay legally sound with ease.

Smart templates go beyond basic document templates by providing dynamic fields, automated formatting and guided input sections. These templates allow users to quickly fill in key details, ensuring accuracy and saving time on document creation. Smart Templates are designed to adapt to user inputs, making the process more intuitive and efficient.

A fillable template allows users to enter information directly into the document, ensuring seamless completion without additional formatting. Users can type into text fields, select options from dropdown menus, check boxes and insert digital signatures. Fillable templates make document completion faster, easier and more efficient.

Click on My Account → My Documents You will land on a page titled Documents To the right, click +Add New and find the document you want to add your signature to. You will be prompted to upload a document. Click on the document and a list of options will appear. You can download, print or delete straight from this screen.

If your document is already a PDF or you want to create a document to send for a signature, click on My Account → My Documents You will land on a page titled Document Click +Add New and choose a document to upload. Now, click on Edit and your document will open. You will be prompted to Sign my own document or Send document to sign Select Send document to sign. Follow the prompts to add your information, the recipient's information and a recipient signature field.

There are four ways to create an electronic signature.

• Type in Keyboard: type your name, then initials and several options of a cursive signature will appear, select your signature style
• Draw with Mouse: draw your name, then initials and your signature will appear
• Upload an Image: choose an image and upload your signature image
• Use Touchscreen: draw your name, then initials and your signature will appear

PDFSimpli ensures that all entries are properly formatted and aligned, allowing you to complete forms accurately and efficiently. Once finished, you can save, download or share your completed form instantly.

Click on My Account → My Documents you will land Documents below that, click on the +Add New and then choose the document you want to upload for signature. Choose Sign and your document will open up. Follow the instructions to add your signature.

Select Sign my own document then create a document from our forms library by selecting Create document to sign Complete the form fields and then click on Create Your Signature After your signature is created, select Continue to begin sending your document for a signature.

Select Sign my own document then create a document from our forms library by selecting Create document to sign Complete the form fields and then click on Create Your Signature After your signature is created, select Continue to begin sending your document for a signature. On the next screen that appears, add the recipient information and click Next to add the recipient signature fields.

Sending a document such as an agreement to multiple recipients is almost the same process as sending it to one recipient.

The primary differences are that you must:

Define each recipient, in the order they are to take action on the agreement

Place fields specifically for each recipient as necessary

Select Sign my own document then create a document from our forms library by selecting Create document to sign Complete the form fields and then click on Create Your Signature After your signature is created, select Continue to begin sending your document for a signature. On the next screen that appears, add the recipient information and click Next to add multiple recipient signature fields.

Open the envelope awaiting signature from your SignSimpli email link by selecting the Review Document button. Next, review & act by selecting the Checkbox stating I agree to use electronic records and signatures and then click Continue The document that will need to be Reviewed & Signed will now appear in the next screen. Simply click on the Signature field to Create Your Signature to add your digital signature to the document. After adding the signature select Finish to send the completed document.