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.

Why Use UPDF for Creating 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.

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.

• To fill out your table, click on the “Preview” icon, and fill out the forms. Then, to change the style of the filed, 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 need to change the format to number and add the currency symbol to $.

• If you want to do calculations, double-click on the field where you want the result of your calculation to appear. Then go to the “Style” tab. Under “Calculate”, you can select a calculation, for example, “Product(x)”. Then tick all the fields you want to product. For instance, here, you need to tick UNIT-1 and QUANTITY_2. When it is done, you can click on the “Preview” to check the result.

You can see it is easy to add caculation in PDF. 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 PDF forms, UPDF can also help annotate PDF, convert PDF, compress PDF, edit PDF. 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.