Home > PDF Solutions > Small Business
A Smart Choice For Small Businesses And Self-Employed
To Get Better Workflow
You focus on your business. We'll handle the PDF tasks.
About Small
Business
Business
Big Benefits On
Small Budgets
Small Budgets
Solution For Every
Business Phase
Business Phase
Choose Your
Preference
Preference
Free PDF
Templates
Templates
Get With
Discounts
Discounts
About small businesses & self-employed.
Due to the entrepreneurial opportunities fostered by the growing US economy, the number of small businesses in the US has increased rapidly.
By 2022, there were 33.2 million small businesses in the US, accounting for 99.9% of all businesses there. The rise in 2022 is representative of the continued expansion of small businesses in the country, as the number increased by 12.2% from 2017 to 2022.
By 2022, there were 33.2 million small businesses in the US, accounting for 99.9% of all businesses there. The rise in 2022 is representative of the continued expansion of small businesses in the country, as the number increased by 12.2% from 2017 to 2022.
— Data from advocacy.sba.gov
Challenge 1: Tight Budget
Successful small businesses lie in cash flow management. They prefer cost-effective document editing software suitable for different scenarios. The tool your rely on must solve the most document processing problems with the lowest budget.
Challenge 2: Document Collaboration
Time is money! Small business owners must communicate with vendors, customers, and team members. A simplified document workflow will improve document collaboration, speed up communication, and shorten turnaround time.
Challenge 3: Multi-Platform Apps
Small business owners may frequently leave the workplace to meet with vendors, clients, or potential investors. Your software must be portable and compatible with desktop computers and mobile devices with different operating systems.
Challenge 4: No Extra Effort
Small business owners wear a lot of hats. Using hard-to-learn software will cost you extra time and effort. You need an intuitive application with organized patterns to minimize the learning curve and use it right off the bat.
Big business benefits on a small budget.
View, markup, and sign PDF documents on any device.
I'm running a small consulting company with 10 employees. There may be urgent documents for my approval when I am out of the office to visit my clients. PDFelement allows me to review and sign documents on my phone at any time.
— Lisa, Owner of A Small
Consulting Firm
Consulting Firm
An affordable PDF tool for small businesses.
Before it was too challenging to manage end-user licensing and enable PDF capabilities to all the end-users due to the costs. PDFelement offered the best features, ease of use, scalability, and a flexible licensing model for LGMS.
— Kenneth Shak, Senior
Cyber Security Consultant
Read Customer story >>
Cyber Security Consultant
A simple and intuitive PDF solution required no tutorials.
There were no challenges during the transition. The software is easy to use, and the support and tutorials are very good.
— John, Educator
Read Customer story >>
Save time from tedious paperwork.
Convert PDF budgets into Excel for calculation by converting to excel, saving significant time. We have more time to do tasks that matter and bring value instead of grunt work.
— Bogdan, Project Manager
Read Customer story >>
Improves reading experience and efficiency.
When reading medical journal articles, I highlight the important parts, use CTRL+F to search for medical terms, and insert other pages into a scanned document to create new PDF files. Reading is now more efficient than ever.
— Dr. Stephen Reed, M.D.
Consulting
IT Services
Education
Construction
Healthcare
How PDFelement helps you in every phase of your business?
Implement the right software to improve efficiency, and see how it accelerates workflows.
Do Market Research
Why do market research?
By conducting market research, you can find out if there is a chance to turn your idea into a profitable business. Marker research helps you gather information about potential customers and existing businesses in the same industry. With that information, you may identify a competitive advantage for your company.
Write Business Plan
Why is a business plan important?
A good business plan helps you establish and run your business. It's a useful tool for persuading a new investor or partner, and it can improve your chances of getting a loan.
PDFelement's Solution:
1
Highlight useful information, add text notes, export the annotated pages only, and distill vast information down into a few pages.
2
Search keywords to quickly locate the target part. Use the Advanced search feature to adjust your search conditions and find relevant information easily.
3
Use the built-in translate feature to translate foreign language materials to your mother tongue and save the translation results in comment notes.
PDFelement's Solution:
1
Download our business plan template to get inspiration, make your writing easier, and create professional-looking documents with compelling designs.
2
Convert the PDF template to Word for easy editing, and then convert the finalized business plan back to PDF to ensure there are no distorted images or garbled texts.
View all supported formats
| PDF to Word | PDF to DOCX, PDF to DOC |
| PDF to Excel | PDF to XLSX, PDF to XLS, PDF to XML |
| PDF to Powerpoint | PDF to PPTX, PDF to PPT |
| PDF to Text | PDF to TXT |
3
When finalizing the business plan, use the edit feature to fine-tune the draft on PDF directly, add an informative graphic, and insert other elements with ease.
Prepare Supporting Documents
How to fund your business？
You can obtain capital for your company in many ways. Among them, small business loans are a great option if you lack the start fund and wish to maintain total control over your company. You must prepare many documents for applying for such a loan, except for the application form. Varying from the different requirements of different banks, you may need to prepare a copy of your Social Security Card, an income statement, tax schedules, etc.
Fill in Loan Application Forms
Why use electronic forms instead of paper forms?
E-forms cut the cost of printers, paper, ink, storage, and delivery fees. Compared to handwriting on paper forms, typing is much faster. Text input on e-forms is easily recognized. The editable PDF forms can be easily amended and accessed from any device. The legally-binding e-signature enhances information security and streamlines the application process.
PDFelement's Solution:
1
Easily scan paper-based documents into PDF with PDFelement for iOS, upload them to the Document Cloud, and transfer them to your PC.
2
Take photos of each side of your ID card. Use the Combine feature to merge multiple images into one PDF.
3
If your supporting documents for online applications exceed the file size limit, use the compress feature to reduce the file size or split large files into multiple small ones.
PDFelement's Solution:
1
PDFelement supports automatic recognition of form fields. It turns your blank lines and tables into interactive forms with only one click.
2
Use the Edit Form feature to fill in the blanks, revise data, and correct any typing errors easily.
3
Use the Electronic Signature feature to sign application forms legally and securely with any device, wherever you are.
Get Proposal & Quote
What are RFP and RFQ？
A request for proposal (RFP) is a document that asks for proposals from potential vendors to carry out a new project proposed by the company or other entity that issues it. A request for quotes (RFQ) is a purchase order in which a business asks suppliers to provide quotes and submit bids for the project.
Sign Contract
Why do electronic contracts improve cooperation efficiency?
Compared with paper contracts, signing and negotiating electronic contracts is much easier with digital management tools. Online electronic agreements guarantee quick and secure access from multiple parties. Every revision is stored and traceable in digital documents. Unlike vulnerable paper files, documents stored in the cloud are more secure.
PDFelement's Solution:
1
Choose and download suitable RFP and RFQ PDF templates from the Template Mall of PDFelement to simplify creation of documents.
2
Directly edit the texts, images, graphics, and logos on the PDF templates, or convert PDF templates to Excel and edit them.
3
Convert the document to PDF format after editing. Send your vendors or clients the RFP & RFQ in PDF format without missing texts or distorted images.
PDFelement's Solution:
1
Encrypt confidential contracts with passwords to defend against unauthorized access to your information and prevent data leakage.
2
Upload agreements to the Cloud, send the shareable link to your vendors, set the access permissions, and get comments and feedback in real time.
3
Use the Electronic Signature feature to sign agreements. Email notifications help you keep track of the signing process. The shareable link supports viewing and signing documents from any device.
See how to get a e-signed contract >>
Reduce Management Costs
How does a paperless office reduce management costs?
Going paperless reduces storage & stationery costs. By eliminating labor-intensive paperwork, employees focus on other valued work and get access to target files with a few clicks. With the license management tool, you can track your software asset deployment and maximize the life cycle of assets to cut licensing expenses.
Accelerate Team Productivity
How do PDF editors accelerate team productivity?
Set reasonable goals and give team members a clear direction. Bond your team into a solid but flexible whole to facilitate collaboration. Trust your team and push each member to do their best work. Make use of technologies to accelerate communication, increase efficiency and productivity.
PDFelement's Solution:
1
The team plan of PDFelement gives you the flexibility to assign, track and manage licenses across groups and teams with a self-serve license manager.
2
Digitize your paper-based employment/transaction/financial documents for easy filing and viewing to save manpower from tedious paperwork.
3
Use the OCR feature to turn scanned documents into searchable and editable PDF files to save data entry costs and avoid financial loss of missing data.
PDFelement's Solution:
1
With PDFelement Plugin in Microsoft Office, your employees can easily create a PDF from the Microsoft Office documents without leaving the Word program.
2
PDFelement is multi-platform and supports cloud storage. Team members can process documents, share files and collect live reviews and feedback at any time with any device.
3
The straightforward UI allows you to navigate tools easily and provides amazing UX centered on your needs. Quick access to common-used features to increase efficiency.
Introduce Business & Service
How to introduce your business or services to potential customers?
Send digital brochures and serve price lists to customers to make them quickly understand your services or products without being present. Use the PDF format to ensure the file is not garbled or deformed. Promote your business and contact your customers online to expand potential users beyond the existing business circle.
Make A Deal
How does digitization speed up the transaction process?
E-contracting streamlines the contract management process involving email notifications, e-signatures, and cloud storage to accelerate deals. Electronic invoicing shortens payment cycles to improve your cash flow. The fast processing speed improves customer satisfaction to guarantee a smooth transaction.
PDFelement's Solution:
1
Download PDFelement brochure & service Price List templates to get a quick start, ease your workload and simplify your document creation.
2
Add company document links or attachments to the PDF Brochures & Service Price Lists to provide more supporting information.
3
Compress the Brochure & Service Price Lists to a smaller size with high quality to email them easily. Share the document link with customers, allowing them to check your company information anytime and anywhere quickly.
PDFelement's Solution:
1
Convert the edited Excel invoice to PDF format without distorting the formatting. Clients can opened and viewed on any operating system.
2
Allow your clients to sign PDF documents on iPad electronically, increasing completion rates.
3
We provide high-standard privacy protection to ensure your documents are secure without data leakage risk.
Choose your preferred PDF Editor.
Comparison among the highly-recommended PDF editors for small businesses. Hope you can find
something useful here to pick your preferred one.
| PDF Editors | Summary | PDF Reader | PDF Annotator | PDF Editor | Supported Platform | Price |
| PDFelement | The cheapest PDF editor but with quality and value. |
Windows/Mac/iOS/Android | $129.99/one-time | |||
| Adobe Acrobat | The professional one | Windows/Mac/iOS/Android | $239.88/yr | |||
| PDF Expert | The easy one | Mac/iOS | $149/yr |
Customer Success | Why small companies choose PDFelement
Edupad Education Streamlined Document Workflow by Getting 80% Faster Results with PDFelement
Save more than 100K USD and get 80% faster results.
Read Customer Story >>
Free PDF template for small business owners.
Use templates to get inspired or improve productivity now.
Business Plan
Application Form
Agreement & Contract
Proposal
Invoice & Receipt
Tax Form
Market Analysis Template
Market Analysis Template: Free Download, Create, Edit, Fill and Print
Market Analysis Template
SWOT Analysis Template
SWOT Analysis is for better understanding your Strengths and Weaknesses, and to identify the Opportunities and the Threats that you are facing.
SWOT Analysis Template
SWOT Analysis PDF Template
It is a structured planning method used in projects and businesses. It can be carried out for product, place, industry or person.
SWOT Analysis PDF Template
SWOT Analysis Template
SWOT analysis will provide you with a good foundation for your strategy, business proposition, the position of your company.
SWOT Analysis Template
SWOT Analysis File Template
SWOT analysis a powerful tool to identify threats and problems to eliminate, and discover weaknesses to eradicate.
SWOT Analysis File Template
Gap Analysis Template
Gap Analysis is used in commencement of the project when developing business plan.
Gap Analysis Template
Gap Analysis PDF Template
Provide appropriate amount of detail in your GAP analysis for people to properly understand the scope of the project.
Gap Analysis PDF Template
Credit Application Form
A credit application form as the name implies is a form that is filled and completed by a business or an individual that seeks to apply for a line of credit.
Credit Application Form
Credit Application PDF Form
A credit application form can be used to grant credit to clients allowing them to purchase goods on credit and repay when they have been sold.
Credit Application PDF Form
Credit Application PDF Template
A credit application is necessary for a business in helping to assess and manage business risk.
Credit Application PDF Template
Loan Application Form
A loan application form is a document that presents a borrower’s income, debt, and other essential information.
Loan Application Form
Credit Application Form
A credit application form clearly lists the two parties to the loan and the parts responsible for the relevant loan terms and conditions that both parties need to comply with..
Credit Application Form
Loan Application Template
Build a specific load application with this generic loan application template.
Loan Application Template
Loan Application PDF Template
Customize this general loan application template to meet specific requirements.
Loan Application PDF Template
Service Agreement Template
A service agreement is very important for small time business as well as independent individuals trying to make business with another business.
Service Agreement Template
Business Contract Template
This is a legal agreement between two parties, and might be used in situations where services are performed for a certain fee or particular duties are necessary to be done.
Business Contract Template
Partnership Agreement Template
A partnership agreement is the one in which two or more partners try to merge and invest to form a single entity and then sign an agreement that includes all the legal responsibilities and duties.
Partnership Agreement Template
LLC Operating Agreement Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities. It is a prerequisite to apply for a loan or financial aid.
LLC Operating Agreement Template
Construction Contract Template
A construction contract is a legal agreement between two parties on the states about the details and cost of the construction project.
Construction Contract Template
Non-Disclosure Agreement Template
A Non-Disclosure Agreement is a legal agreement between two parties who make it in a situation where the information has to be kept undisclosed.
Non-Disclosure Agreement Template
Employment Contract Template
An employment contract is created most normally for high-level jobs as well as for older employees. This is basically an agreement between an employee and employer that sets off the employment’s terms and conditions.
Employment Contract Template
Sales Contract Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities. It is a prerequisite to apply for a loan or financial aid.
Sales Contract Template
Bid Proposal Template
The bid proposal form is mainly used to indicate the type of service provided and the estimated cost of the service provided.
Bid Proposal Template
Bid Proposal PDF Template
The bid proposal details the products or services you provide to your customers with the estimated costs included.
Bid Proposal PDF Template
Event Proposal Template
The event proposal is a general form of proposal, that is common used for both personal and business purposes.
Event Proposal Template
Event Proposal PDF Template
The event proposal will highlight key points of the event, such as bid proposals and marketing suggestions.
Event Proposal PDF Template
Marketing Proposal Template
Free download this marketing proposal template to create, edit, and customize.
Marketing Proposal Template
Marketing Proposal PDF Template
Free download this marketing proposal template to create, edit, and customize.
Marketing Proposal PDF Template
Grant Proposal Template
Writing an effective grant proposal could be the difference between hosting another walk-a-thon and expanding your local charity.
Grant Proposal Template
Grant Proposal PDF Template
It is necessary that grant proposals are well written to standard to stand any chance of success.
Grant Proposal PDF Template
Payment Receipt
Proforma Invoice
A Proforma invoice is sent to the buyer by the seller when goods are in the process of being sent.
Proforma Invoice
Proforma Invoice Template
Download and edit this proforma invoice template PDF. Get it ready to be sent to the buyer .
Proforma Invoice Template
Billing Invoice Template
A billing invoice is a document requesting payment for services rendered or goods sold.
Billing Invoice Template
Billing Invoice Free Template
A billing invoice is a way for both the seller and the consumer to keep track of money spent on goods and services.
Billing Invoice Free Template
Commercial Invoice Template
A commercial is considered to be the true invoice which allows payment to be released upon presentation.
Commercial Invoice Template
Commercial Invoice Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities. It is a prerequisite to apply for a loan or financial aid.
Commercial Invoice Template
Blank Invoice Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities. It is a prerequisite to apply for a loan or financial aid.
Blank Invoice Template
IRS W-9 Form
Form W-9 is a file that a third party who have to provide into the United States income tax system. IRS form W9 requests the taxpayer's name, taxpayer identification information and the taxpayer's address.
IRS W-9 Form
IRS Form 1044
This is an IRS Form 1044 PDF file. You can free download IRS Form 1044 to fill, edit and print.
IRS Form 1044
IRS 1099 Form
This is the IRS Form 1099. You can free download IRS Form 1099 to fill, edit, print and sign.
IRS 1099 Form
IRS 941 Form
This is the IRS Form 941. You can free download IRS Form 941 to fill, edit, print and sign.
IRS 941 Form
IRS 8962 Form
This is the IRS Form 8962. You can free download IRS Form 8962 to fill, edit, print and sign.
IRS 8962 Form
IRS 2290 Form
This is the IRS Form 2290. You can free download IRS Form 2290 to fill, edit, print and sign.
IRS 2290 Form
IRS W4 Form
This is the IRS Form W4. You can free download IRS Form W4 to fill, edit, print and sign.
IRS W4 Form
IRS 9465 Form
This is the IRS Form 9465. You can free download IRS Form 9465 to fill, edit, print and sign.
IRS 9465 Form
Document solutions for small businesses
& self-employed’s better workflow.
5 Best Small Business Software for Mac
- Hiveage for Mac - Your PDF Research Assistant
- Billings Pro for Mac - Send cost estimates to clients
- Moon Invoice for Mac - Excels at invoicing
How to Start a Small Business: Your Way to Success
- Determine Your Business Idea
- Research Your Product and Customer
- Write Your Business Plan
9 Business Startup Funding Options to Start Your Own Business
- Startup Business Loans Online
- Self-Funding To Start a Business
- Love Money To Fund a Startup
Choose the PDFelement plan that works for you.
PDFelement for Desktop
Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.
Annually
One-Time Price
$79.99
$129
$79.99
$129
$129.99
$159
$129.99
$159
PDFelement Desktop + iOS
Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.
Annually
One-Time Price
$99.99
$189
$99.99
$189
$159.99
$239
$159.99
$239
PDFelement Desktop + iOS + Cloud
Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.
Annually
$129.99
$249
$129.99
$249
Looking for a volume plan for your team? We also provide a team plan that allows you to assign, revoke, and manage licenses with a self-serve license manager. Go To Team Plan>>
Easy to use PDF editor - PDFelement for every one
Choose the PDFelement plan that works for you.
PDFelement for Desktop
Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.
Annually
One-Time Price
$79.99
$129
$79.99
$129
$129.99
$159
$129.99
$159
PDFelement Desktop + iOS
Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.
Annually
One-Time Price
$99.99
$189
$99.99
$189
$159.99
$239
$159.99
$239
PDFelement Desktop + iOS + Cloud
Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.
Annually
$129.99
$249
$129.99
$249
Join our social community to get more news, trends, and updates!
Simple PDF Tools for
Everyone, Everywhere
