How to Create PDF [For Business]

Businesses often need to manage various documents essential for tasks such as data analysis, data collection, marketing campaigns, salary distribution, and more. Each of these tasks typically requires specific tools tailored to the company's needs. However, when it comes to sharing documents, PDF format is often the best choice due to its security and ease of sharing. In this guide, I will show you how to create a PDF for business tasks, ensuring you can manage your work with maximum efficiency.

Unlock the Power of PDFs for Your Business

It's often said that PDFs make everyone's life easier, and businesses are one sector that takes full advantage of these benefits. Some of the key advantages that businesses utilize include:

Document Sharing:

Businesses are evolving fast. Ultimately the ability to share documents quickly and efficiently is becoming crucial. PDFs are universally accessible, ensuring that the recipient can view the document exactly as intended, regardless of the device or software they are using. This consistency is precious for maintaining professionalism and clarity in communication.

Electronic Signatures:

Electronic signatures have revolutionized the way we handle approvals and contracts. For instance, when I needed to finalize a contract with a client located across the country, sending a PDF with an embedded electronic signature feature saved both time and resources. The client could easily sign the document electronically and return it within minutes, eliminating the need for physical mail or fax.

Secure Sharing:

Security is a top priority when sharing sensitive business information. PDFs offer robust security features, including password protection and encryption, ensuring that only authorized individuals can access the content. This level of security is essential for safeguarding confidential data and maintaining trust with clients and partners.

Archiving:

Efficient archiving is vital for keeping records organized and accessible. PDFs are ideal for archiving because they are compact and maintain the integrity of the document over time. For example, I once had to retrieve a five-year-old marketing report for a strategic meeting. Thanks to the well-organized PDF archives, I was able to locate the document quickly, saving valuable time and ensuring that the information was accurate and intact.

How to Create PDF for Business

Every business has its unique format, including custom logos and color themes, which can make generic PDF templates often irrelevant. Creating PDFs can seem daunting due to the complex steps involved. However, I've found an application that is easy to learn and offers straightforward steps for creating PDFs.

WPS Office is equipped with built-in PDF tools that allow professionals to create PDFs for free. This means you can effortlessly generate custom invoices and tailored business plans. While other software options exist which allow you to create PDFs online, they don't provide such extensive PDF tools and usually involve many steps.

So, let's dive in and create our very own PDF business contract template from scratch using WPS Office.

Create editable PDFs for Business

Let's switch over to WPS Office on your desktop to follow this step-by-step tutorial. If you haven't downloaded WPS Office yet, download it now from their website.

Step 1: On the WPS Office dashboard, visit the "PDF" tab in the left pane and then click on "Blank" to create a new blank PDF.

Now we have a new blank PDF ready to be created, so let's begin using the different PDF tools available in WPS PDF to create our business contract template.

Step 2: To insert text, go to the "Edit" tab in the toolbar and then click on the "Add Text" button in the Edit ribbon.

Step 3: Simply click anywhere on the blank document and start typing the content of your business contract.

Step 4: You can easily change the font of the text using the "EditPDF" pane on the right. Adjust text properties such as font, color, and size.

Step 5: To add fillable fields, go to the "Comment" tab and then click on "Text Box".

Step 6: Now simply draw the fillable fields using your cursor to complete your business contract template.

With these simple steps, you can create a business contract template that matches your business style and theme. My advice is to map out your business contract template first, as doing it all at once can make the process more confusing. I found WPS PDF much easier to use compared to other PDF tools, and the fact that WPS PDF is free made the experience of creating a PDF even more pleasant.

Create PDF for Business on Mobile

If you're looking to create a PDF using your mobile device on WPS PDF, just follow these simple steps:

Step 1: Open WPS Office Mobile and click on the "+" icon at the bottom left of the screen to create a new document.

Step 2: To create a new PDF, click on the PDF icon.

Step 3: Select the "Create a Blank PDF/PDF with Notes" option.

Step 4: On the next screen, choose the style, color, and other aspects of your new PDF according to your preferences, and then tap on “New” to create a new PDF.

Step 5: A new blank PDF will be created. Simply type in the content of your PDF.

Step 6: To change the font, click on the "Circled T" icon on the toolbar to switch from the keyboard to text properties.

Step 7: Here you can change the Text properties, such as Font, Font style, and Font Color.

Step 8: Once you have completed your PDF, simply click on "Done" at the top left of the screen to save your PDF.

The process of creating a PDF using WPS Office Mobile is very straightforward, with an intuitive display and minimal options to avoid confusion. I often use WPS Office Mobile when I need to quickly create a simple contract that only requires text and signatures. It's the most suitable option for such cases.

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Tips: How to Export a PPT to a PDF

Sometimes you need to use PowerPoint presentations in business settings, but when it comes to sharing the document with colleagues outside the company, converting your PPT to a PDF is the way to go. PDFs are compatible with any system, so you can easily convert your presentation to PDF format and send it by email. This way, the other company can view your document without any hassle, and you can be confident that it’s secure.

Here's how you can convert your PowerPoint presentation to PDF using WPS Office for free:

Step 1: Open your PowerPoint presentation using WPS Office.

Step 2: Navigate to the Tools tab and then select the "Export to PDF" button.

Step 3: An Export to PDF window will pop up where you can make changes before converting your PPT to PDF, such as selecting the page range and output directory.

Step 4: After adjusting the settings, simply click on the "Convert" button to convert your PowerPoint presentation to PDF.

Aside from its conversion tools, WPS Slides offers a plethora of features to help professionals create stunning presentations. Feel free to explore its capabilities before embarking on your next professional PowerPoint project.

Best AI Assistant for Business - WPS AI

WPS Office is a comprehensive office suite that delivers everything you'd expect, and more, for businesses. You'd be surprised at the major relief WPS Office provides to its users, offering exceptional ease of use and efficiency.

One of the standout features is its seamless integration of AI technology. With WPS AI, professionals can create detailed reports, extract valuable insights, analyze market trends, and collaborate with team members effortlessly. This advanced AI integration saves time by automating routine tasks, boosts productivity by providing intelligent suggestions, and empowers users to make informed decisions based on accurate data.

The suite includes a wide range of tools that cater to all your office needs, from word processing and spreadsheets to presentations and more. The intuitive interface ensures that both beginners and experienced users can navigate and utilize its features without any hassle.

Boost Productivity with WPS Office

Businesses can significantly enhance their productivity and efficiency with WPS Office. This powerful suite offers a range of tools designed to meet the needs of modern businesses, including WPS OCR and the ability to create PDF templates. Here's how these features can benefit your business:

WPS OCR (Optical Character Recognition)

WPS OCR is a blessing when it comes to dealing with large volumes of scanned documents and images containing text. With this feature, you can:

• Convert Images to Editable Text: Easily convert scanned documents or images into editable and searchable text files. This eliminates the need for manual data entry, saving time and reducing errors.

• Streamline Document Management: Quickly extract information from receipts, invoices, and other documents, and integrate it into your digital workflows. This streamlines your document management process and enhances data accessibility.

• Enhance Productivity: By automating the extraction of text from images, WPS OCR allows your team to focus on more strategic tasks, boosting overall productivity.

How to Create PDF Templates

Creating PDF templates in WPS Office is simple and offers numerous benefits for businesses. Let's take a look at how easily we can create a new template on WPS Office:

Step 1: Open WPS Office and click on the "New" tab on the left side pane.

Step 2: Here, you can scroll through all the templates available at the WPS Template Store. To view more, click on "See More Templates".

Step 3: Once you've decided on a template, click on it to preview its contents.

Step 4: If the template meets your requirements, click on "Download".

Once the template has been downloaded, WPS Office provides professionals with the necessary tools to edit and personalize the templates to suit their business needs. Additionally, there are numerous benefits of WPS templates.

• Standardize Your Documents: PDF templates help maintain consistency across all your business documents. Whether it's contracts, invoices, or reports, having a standardized template ensures that all documents adhere to your brand guidelines and professional standards.

• Save Time: Instead of creating new documents from scratch, you can use pre-designed templates to quickly generate professional-looking PDFs. This saves valuable time, especially when dealing with repetitive document creation tasks.

• Improve Collaboration: Share PDF templates with your team to ensure everyone is on the same page. This fosters better collaboration and ensures that all documents are uniform and accurate.

• Enhance Security: PDF templates in WPS Office can be secured with passwords and permissions, ensuring that sensitive information remains protected.

FAQs about How to Create PDF for Business

1. How do I create a PDF for my business?

You can create an online PDF using Canva by following these steps:

Step 1: Open Canva on your browser and search for the template you need to use for your document or design.

Step 2: Browse through the template collections based on the type of document you need to create. Filter your search by theme, style, and color.

Step 3: Replace the sample text with your own content and select the font styles and colors that best suit your document’s design and purpose.

Step 4: Upload the graphics you want to use to Canva and drag and drop them onto the layout. Explore the media library for additional visual elements.

Step 5: Use Canva's intuitive editing tools to adjust the sizes and placements of the layout’s contents. Modify the color palette to match your business theme and style.

Step 6: Once you’re finished editing, click “Share” on the toolbar, then select “Download”. Choose “PDF Standard” to save your document.

2. What are the 4 types of business PDF?

The four types of business organizations are:

• Sole Proprietorship: Owned by one person for their own benefit. The owner makes all decisions, and the business ceases to exist if the owner dies.

• Partnership: Involves two or more individuals who share management and profits. Partners are accountable for the debts and responsibilities of the company.

• Corporation: A separate legal entity from its owners, enjoying rights similar to an individual. It can enter contracts, own assets, and pay taxes.

• Cooperative: A collective formed by individuals to address common economic, social, and cultural needs. Members democratically share ownership and control.

Upgrade Your Business Document Management With WPS PDF

PDFs are more than just a resource for creating documents; they provide a secure means of sharing and easily accessing information within an office. WPS Office makes this process even easier by equipping users with advanced PDF features, such as OCR and batch processing. These tools not only help you create PDFs for business purposes but also streamline document management and enhance productivity. Give it a go and download WPS Office now to experience the benefits firsthand.