How to create free fillable forms w/ DocHub

About this video

Elizabeth, in partnership with DocHub, walks through creating, sending, filling, signing and editing PDF forms without printing or scanning, using a vendor contract for her candy company as the running example. Starting from a free DocHub account, she uploads a Word document (or starts from a blank document), adds text, then uses Manage Fields to drag-and-drop fillable fields: a date field with format options, text fields with placeholder guidance and required-field settings, signature fields assignable to specific people, and an attachment field so a vendor can upload a signed W-9 during signing (with allowed file types configurable). She assigns fields to herself (Elizabeth’s Candy Company) and to a vendor, personalizes the DocHub email, and sends it; recipients do not need a DocHub account to fill and sign. For reusable forms she converts the document to a template first. Completed agreements appear in the inbox with attachments accessible, and each document has an audit trail showing when it was created, sent, viewed and signed — also shown for a rental agreement with multiple signers. She then demos the recipient side: uploading a received PDF, adding text or fillable fields, commenting with sticky-note-style callouts, whiteout and highlighter tools, sharing for collaborative editing, and creating a signature by scanning a QR code to draw on a phone, drawing with mouse/stylus/finger, uploading an existing signature, or picking a preset as default. Other features covered: password-protecting downloads, the envelope feature (merging, in her example, five real estate documents into one, with reordering and renamed sections), DocHub’s AI agent summarizing long documents and answering questions about them, and the mobile app. Pricing claims are the creator’s: a completely free plan for occasional editing/signing, and paid plans described as nearly half the cost of most other PDF editors, with unlimited documents/e-signatures and paid seats/organizations on Pro; she also cites over 100 million registered users.

Key takeaways

• Build fillable forms by uploading a Word/PDF document (or starting blank) and dragging in date, text, signature and attachment fields, with placeholders and required-field toggles to reduce back-and-forth.
• Assign each field/signature box to a specific person before sending; recipients can fill and sign without a DocHub account, and you get an audit trail of creation, sending, viewing and signing.
• Convert a form to a template before sending if you will reuse it (e.g. a standard vendor agreement).
• Signatures can be created via QR-code phone drawing, mouse/stylus/finger, uploaded image, or preset; received PDFs can also be commented on, highlighted, whited out and collaboratively edited before signing.
• Envelopes merge multiple documents into one signing package, DocHub’s AI agent can summarize long documents, and the free plan covers occasional use while Pro adds unlimited e-signatures and team seats (pricing/value claims are the creator’s).

Episode details: published May 13, 2025 · 14:54 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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