If you’re running your business through email or DMs and looking for a simple, professional way to collect info, send invoices, or manage client intake, this is for you.

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A fillable PDF is the perfect step between emailing screenshots and investing in a full website or CRM. It helps you look polished and stay organized without requiring much tech.

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1. Design Your Form in Canva

You can either:

• Grab a Canva template for invoices, forms, or questionnaires
• Or start from scratch using 8.5" x 11" (standard paper size—though you can use whatever size works)

Design it however you like! Add your branding, your questions, your layout. Keep in mind where people will need to type. You’ll make those spots fillable in the next step.

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2. Download as a PDF

Once your form looks good, hit Download > PDF Standard or PDF Print.

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3. Open the PDF in DocHub

Go to dochub.com (it's free!!), then click New > Import PDF and upload your Canva design.

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4. Click “Manage Fields”

From here, you can:

• Add text fields where people need to type
• Add checkboxes if needed

Drag and drop the input fields into place as needed.

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5. Download the Final PDF

Once your fields are placed, hit Download again.

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Open your PDF to preview—and boom! You’ve got yourself a fillable PDF form.

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When a Fillable PDF is the Perfect Solution

This is perfect if:

• You’re just starting out and not ready for a full website
• You want a more professional option than typing out questions in an email
• You’re managing client orders, bookings, or payments manually

No shame in small beginnings! I'm a web designer, and I fully support DIY tools when they’re the right fit. Not everyone needs HoneyBook or a custom website right away to run a legit business.

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When You're Ready to Grow

Once you start feeling limited by PDFs and email threads, here are some next steps I can help with:

• Upgrade to a Google Form Website — this might be the perfect next step for you. You can check out my Canva Website + Google Form service herE
• Build a full website with integrated systems like HoneyBook, Dubsado, or Squarespace scheduling

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Let’s Keep It Simple

Whether you’re just starting or you’re a few steps in, I'm here to help you. I'm an affordable web designer based in Salt Lake City and work remotely with businesses all over the country. You’re allowed to keep it easy and start small, and when you’re ready for more, I’ve got you.