How to Add Calculations to a PDF? (Step with Samples)

Are you struggling to add calculations in a PDF? Whether it’s adding sums, averages, or other formulas, incorporating calculations into your PDF can enhance its functionality and make it look more professional. In this guide, we will show you how to add calculations to your PDF by using the easy-to-use tool, UPDF to advance your work.

Part 1. How to Create a Fillable PDF with Calculations?

If you would like to create a fillable PDF that includes calculations, UPDF will be a great software for this. Whether you need to prepare invoices, interactive tables, or forms, UPDF offers a powerful and user-friendly solution. Want to know what calculations that UPDF offers? You can download UPDF here and check the list here and we will also list the samples to use them.

Download UPDF today and start creating professional fillable PDFs with ease!

How to Create a Fillable PDF with Calculations in UPDF

Now it’s time to show you how you can easily create PDF calculations in UPDF. Just follow these simple steps:

• Open your PDF in UPDF and select “Prepare form” in the left menu.

• Select the “Tools” icon from the top menu and click “Form Field Recognition”. This will convert your table to be fillable. In case that some of the fields cannot be recognized, you can add the fields from the top menu manually.

• Now, you can add the calculations to the PDF form. For example, I need to calculate the first line's price. The result can be obtained by "QUANTITY" filed X "UNIT" Field. So I need to click on the "PRICE" field > "Style" > choose “Product (X)” in the calculate part. Now, in the pop-up window, select the fields "QUANTITY" and "UNIT" for the calculations. You can use the same methods to add the calculations for the following lines for the price parts.

• To fill out your table, click on the “Preview” icon, and fill out the forms. In this form, I fill all the items in the Quantity column, description column, and unit price column, then, I can get the final result in the "Total" column as we added the product formula in this column.

• In case you want to change the style of the field, you can double-click a chosen field and then, click on the “Style” part. Now, you can change the color, or customize its format. For instance, here, you can add the dollar to the price. Just double-click on the "PRICE" field, change the format to number, and update the currency symbol to $.

You can see it is easy to add calculations in PDF. Want to know why to add calculations in PDF with UPDF? Here are the reasons.

Why Use UPDF to Create Fillable PDFs with Calculations?

1. Diverse Calculation Types: UPDF lets you add various calculation types, such as sum, product, average, minimum, and maximum values.
2. Build Your Form from Scratch: You can create your fillable PDFs from scratch by adding elements such as text fields, buttons, checkboxes, radio boxes, and more.
3. Form Field Recognition: If you have a PDF with non-fillable forms, you can easily convert them to fillable PDFs in just a few clicks.
4. Affordable Pricing: UPDF Pro costs only 17% of Adobe Acrobat’s price and it’s accessible on all platforms (iOS, Windows, Android), making it the most cost-effective choice. You can check and upgrade to pro here if you like this software.

And UPDF is not only a tool for this. It has many other PDF form features like filling PDF forms, creating PDF forms, and more. You can watch the video below to learn more about it.

Except for PDF forms, UPDF can also help annotate PDFs, convert PDFs, compress PDFs, and edit PDFs. You can read this review article to learn more. Or click the button below to test it on your own.

Part 2. When to add Calculations to a PDF?

Adding calculations to PDFs can enhance their functionality and make them more interactive. Whether for financial or legal documents, incorporating calculations can streamline workflows and improve user experience.

There are various scenarios where adding calculations to a PDF would be beneficial:

• Financial Documents: This includes invoices, receipts, budget worksheet, loan applications, expense reports, tax forms, payroll, and more.
• Educational Materials: This includes budgeting or planning worksheets, grading sheets, and interactive documents with problem-solving exercises.
• Surveys and Forms: For example, feedback forms with rating scales, or order forms.
• Real Estate: For example, rental applications or property evaluation forms.
• E-commerce and Retail: For example, purchase orders or custom quotes.

Each of these scenarios benefits from PDFs that integrate calculations by reducing manual errors, improving user experience as well as saving time.

Conclusion

Adding calculations in PDF documents can make them more interactive and functional for personal as well as professional use. Embedding calculations can save time and errors, especially when you are creating financial documents or repots. If you are looking for a cost-effective and user-friendly solution to perform calculations in PDF, UPDF is the best option. With its great features and interface, UPDF makes the process of adding calculations simple. Don’t wait – download UPDF today and take your PDFs to the next level.