Filed under: Software, Features, Cool tools, Reviews
Feature Review: PDFClerk vs. PDFpen

In my professional life I deal with a lot of PDFs. In my research I'm constantly reading PDF versions of journal articles, and often I'm submitting articles of my own in PDF (though a distressing number of journals require Microsoft Word DOC submissions). I also often convert my students' papers to PDF for commenting, etc. All of this is to say, I'm always on the lookout for good tools to help me deal with PDFs. Of course the 900 pound gorilla of PDF tools is Adobe Acrobat ; unfortunately, it's priced accordingly (Acrobat Professional is $379.99 at Amazon). So I thought I would look at two much less expensive PDF tools on the Mac, to see how they stack up, and to decide which one I want to spend my own hard earned cash on. Our two candidates are PDFClerk (€30 or $40.50) from SintraWorks and PDFpen ($49.95 or $94.95 for Pro edition, educational pricing available) from SmileOnMyMac. Let's see how they compare.
PDFpen

As you can see above the main interface of PDFpen more or less consists of the PDF itself plus the tool bar. There's also a slide-out drawer that gives access to search, a table of contents if on exists, and a summary of comments (if any). Unlike Preview, the drawer does not show page thumbnails, because the main interface itself can be switched to Document view, which will generate thumbnails of the entire document as below.

In document view, you can select and re-arrange pages by drag and drop as well as delete pages. In this respect it works exactly as you would expect. You can move one or more pages around, delete entire sections of pages, etc. These operations look very slick as you're working directly with thumbnails of your pages, that makes it easier to see exactly which pages, especially as you can zoom in and out. The pages are numbered in the bottom right hand corner so you can clearly see the ordering as you change pages about. Unfortunately, with large documents, PDFpen can become unresponsive and even lock up in Document view. While I had no problems with PDFpen when testing with shorter documents (<50 pages), when I threw my old ~300 page PhD dissertation (the only long PDF I had) into it, it repeatedly froze up with the spinning beachball of death when I selected Print and had to be Force Quit.

In addition to Document view, there's also also Single or Facing Page view. In Single Page view you gain access to PDFpen's editing tools. It's here that PDFpen really shines. There's a Note tool that allows you to leave notes anywhere on the page, placing a small speech bubble icon on the page, with the note text itself in a small pop-up windows. This allows much longer notes than would be possible if you were directly placing text onto the page itself. Furthermore, these are standard PDF notes which can be viewed in both Adobe Acrobat Reader and OS X's built-in Preview application. These notes are thus perfect for commenting on papers, especially when combined with PDFpen's highlighters, which let you select text and highlight it in one of four colors.
As well as the Note tool, there's both a "Comment" tool and a "Text Imprint" that each allow you to place text directly on the document in editable and resizable boxes over the PDF content. There is, of course, a "Graphic Imprint" tool as well that allows you to place images on the document. Obviously both of these imprint tools are very handy for filling out scanned forms, including signing the form with a graphic image of your signature (which you can just drag and drop from the Finder). Finally, there are some simple line drawing tools that allow you to imprint various shapes.
Maybe best of all, PDFpen also has an extremely useful Correction tool. If you are working on a document with selectable text, you can select the text and hit this the correction button to generate a text imprint with the same content as the selected text, in a closely matching font. This lets you easily make changes in the text itself to correct typos, etc.
I think it is these page editing tools where PDFpen is strongest, offering the more flexibility for single page editing. The Notes feature is particularly welcome, because the free Adobe Reader will not let you place Notes or Comments on a PDF unless commenting has been enabled in the security settings, which requires either Acrobat Standard or Professional. So if you generate PDFs using OS X's built-in Print to PDF features you will not be able to markup that PDF using Adobe Reader, but you will be able to do so with PDFpen.
PDFpen Pro
In addition to all the regular features of PDFpen the pro version, for $94.95, brings with it the ability to create fillable forms. Fillable forms are not like scanned forms, but have actual editable text fields that can be filled in with Preview or Adobe Reader. In this sense they are more like forms on a web browser. The advantage of such forms is obvious; your customers/clients, etc. can fill them out with free software and not have to use Text Imprints.
PDFClerk

The most obvious competitor to PDFpen is SintraWorks's PDFClerk. As you can see, the main interface of PDFClerk includes a Source List. This makes PDFClerk less visually attractive than PDFpen, but I also think it makes it more responsive in large documents than PDFpen in Document view (presumably because it's not having to generate hundreds of thumbnails). As with PDFpen in Document view, you can select, re-arrange, and delete pages, by drag and drop using the list rather than thumbnails.
In many ways, PDFClerk seems much more at home dealing with a document as a whole rather than a single page but that's not to say you can't do edits on a given page. For instance, as with PDFpen's "Text Imprint" it's easy to fill out a scanned form using "Text boxes". These text boxes have transparent backgrounds, allowing you easily to place text on the page, with a simple right click. And like PDFpen you can also place images (e.g. a signature) on the page by drag and drop from the Finder. Finally, you can also draw simple shapes on the page as well.
Where PDFClerk really shines though is in editing large sections of the document, rather than single pages. PDFClerk allows a great deal of flexibility in "Impositions," which is to say, how the PDF pages are actually laid out on the printed sheet of paper. So it's quite easy, for instance, to print many pages on a single sheet, and even order those pages on the printed sheet so that when you print it, it can be folded into a booklet, etc. Here you can see a four page Imposition (i.e. print four pages on one sheet of paper, along with layout marks).

One very nice feature that PDFpen apparently lacks is using imprints to re-number pages. For instance, say you want to take out a section of a long PDF document, but when you do so the page number are all messed up. With PDFClerk you can automatically generate a "Page Label" that will appear over the page numbers, thus keeping the page numbers consistent when you print the new document. These Page Labels have to be placed on the document by specifying their Horizontal and Vertical orientation, and so sometimes it takes a little bit of trial and error to get it perfect, but it's generally not too hard.

Comparison
Overall, both of the applications do what they're supposed to do. Each allows you to fill in and sign scanned forms, re-arrange and delete pages, and add in graphics and text. However, I think it's safe to say that they have different strengths. PDFpen is stronger at single page editing, particularly with support for markup and Text Imprint Corrections. If you want to markup a specific page (as I do when grading papers), PDFpen has a richer selection of features.
On the other hand, PDFClerk has more features for dealing with a document as a whole. In particular, its Page Label (i.e. page renumbering) feature is quite handy. It also seems to be more versatile with regards to Imposition options (i.e. the actual printing of the PDF content to paper). Furthermore, PDFClerk is much more responsive with large documents, presumably because it does not have to deal with so many thumbnails.
So as far as which one to buy, I don't think there's a clear cut answer. As I said before, both programs work quite well for the basics of filling in scanned forms and reordering or deleting pages from a PDF. However, if you work with documents more on a page by page basis (e.g. in marking up or commenting papers) then PDFpen has the edge. On the other hand, if you work more with long documents, doing Document level edits (e.g. removing whole sections and renumbering all the subsequent pages), or if you want a very flexible Imposition system, then PDFClerk has the edge.
PDFPen (Score: 8/10)
Pros: Good page level markup tools, especially the Text Imprint Correction Tool, allows Notes on PDFs that Adobe Reader will not allow you to markup, looks good, Professional version allows creating fillable forms.
Cons: non-responsive on long documents, lacks some of PDFClerk's Imposition and Page Labeling features, Professional version costs $95.
PDFClerk (Score: 8/10)
Pros: Very responsive even with long documents, very flexible Imposition features, Page Labels.
Cons: lacking in page markup tools, not as visually attractive as PDFpen.
Update: Bumped the scores a little bit to bring them into line with something else; corrected 'SintraWorks.'

![TUAW [Cafepress]](http://www.blogsmithmedia.com/www.tuaw.com/media/tuaw-cafepress-promo.png)


Reader Comments (Page 1 of 1)
Kwahnoom said 7:00PM on 3-31-2007
If you have an academic affiliation (student/staff/faculty), you can get Acrobat Pro version for $149.99, which is far more bearable than the full price. It also comes with many more functionalities, such as full-fledged OCR.
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Bruno said 7:00PM on 3-31-2007
Would you mind including a brief comparison of these tools to Acrobat Pro? I've had Acrobat Pro for years as part of Creative Suite, yet I've always found it next to useless for doing anything with a PDF, including creating them. There is just so much rish PDF support in other applications for creation. And to open up and recover data from a PDF third party tools and Adobe's own Illustrator have always been viable.
I've certainly never seen any purpose in opening a PDF in Acrobat to try and edit it - that's just a giant leap into frustration.
I still view PDF as a final format, like a printed page. Editing and re-work are done on an original file format before re-export to PDF.
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Kwahnoom said 7:01PM on 3-31-2007
If you have an academic affiliation (student/staff/faculty), you can get Acrobat Pro version for $149.99, which is far more bearable than the full price. It also comes with many more functionalities, such as full-fledged OCR.
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djc6 said 7:57PM on 3-31-2007
One feature I miss from Acrobat Professional is the "Typewriter" function from version 7.0.5 onward. It lets you type on top of a PDF that has NOT been created with fillable forms.
There is an OS X program that provides this functionality for free called Forumulate. It also has the added benefit of allowing you to type over a PDF on which the typewriter function has been explicitly disabled.
http://adlr.info/?Formulate
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dbtodd said 7:58PM on 3-31-2007
Thanks for the post on these, I had no idea I wasn't completely chained to crappy old Acrobat (does anyone's smoothly "update?"). There is also a preview release of a new app for managing a library of pdfs called Papers. This can be done with iTunes (posted on Lifehacker recently), but this program handles much more and is aimed at scientists with the ability to export citation data to reference managers. It may make a very nice complement to these editors.
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dbtodd said 8:05PM on 3-31-2007
Sorry, the embedded link did not show. You can find Papers.app at http://mekentosj.com/papers/
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JD said 8:01PM on 3-31-2007
My only question is, how is it that you have a PhD from Cornell and are still apparently active in academia, yet are here on TUAW managing an average of 3 posts a day for the last month? That's nuts!
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dbtodd said 8:15PM on 3-31-2007
Your right JD! I'm a scientist in academia and constantly question whether I really have the time to even read this blog. But then I find a really helpful post that simplifies my life or fixes a nagging problem and I know TUAW is worth the investment.
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Marty Thomasson said 9:50PM on 3-31-2007
One feature that you didn't mention was the image support. One can insert an image into a PDF. I use this feature frequently to insert my signature on documents. There is also a "make transparent" feature which allows you to make the image transparent so that the signature blends in with the doc.
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heyvince said 11:14PM on 3-31-2007
maybe someone can help me... I need a program that can underline text within the PDF as easily as i can underline text in MS Word... this would be the dealbreaker for me. Highlighting does not suffice. Do either of these programs offer this functionality, or maybe another program that wasn't featured.
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dance said 1:12PM on 4-01-2007
Mat, thanks for bringing the academic side of things to TUAW, always useful posts. I have used Word's Track Changes balloons converted to PDF to grade papers, but I'll have to check into these other methods.
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Mat Lu said 3:14PM on 4-01-2007
@4: You can use Text Imprints with both of these programs to do exactly what the "Typewriter" feature offered.
@6: Believe it or not, posting on TUAW is what I do to relax.
@5&7: we posted about Papers a while back:
http://www.tuaw.com/2007/03/20/papers-scientific-papers-pdf-manager/
@9: I did mention graphic or image imprints, several times, for the exact use you suggest (imprinting a signature image).
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Mark S said 6:09PM on 4-01-2007
If you're interested in getting PDFpen or PDFpen Pro, Smile On My Mac has a promotion for 20% off all their products for Your Mac Life (www.yourmaclifeshow.com) listeners until April 12.
http://www.smileonmymac.com/yourmaclife/
I have a copy of PDFpen and love it.
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Oori said 6:43PM on 4-01-2007
I have tried PDFpen today after reading the review here, and as far as I can see their "select text tool" in 2-column pdfs is buggy. I can't manage to get it to capture or select entire lines in one column in order to highlight it. That's a big negative for me. Have other experienced this?
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Gary L. Gray said 8:46PM on 4-01-2007
Skim also looks very interesting:
http://skim-app.sourceforge.net/
It appears to be done by the same people who do BibDesk, which is an amazing reference manager, especially if you BibTeX with LaTeX. There is a users mailing list if you want to know when the beta will be released.
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Jean MacDonald said 8:02PM on 4-02-2007
Oori: The effectiveness of selecting columns varies widely depending on the PDF and how it was created. PDFpen is optimized for most documents, but there are always ones that do not fit the mold. We find 95% of documents will work with columnar selection fine. (Of course, if it doesn't work with your document, that's no help...)
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Jean MacDonald said 8:03PM on 4-02-2007
Oops! I forgot to mention that I'm from SmileOnMyMac. :-)
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Bryan Barker said 6:59PM on 4-23-2007
Before buying PDFpen, check out how the overlay of text works in other apps like Acrobat and Preview. Not so well in my experience, which defeats the whole purpose. I really needed something that would be a digital way of filling out a form manually but with the text and sigs falling off target by double digit pixels, it's not been a happy result for me.
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Bear Braumoeller said 5:46PM on 4-26-2007
I just bought PDFpen and, to my frustration, had the same experience: try adding a text box in PDFpen, saving, and opening in Preview. Seems to me the text is bigger in Preview. It gets cut off, usually.
Also, PDFpen's one-page-at-a-time approach to editing will be frustrating to anyone who is used to continuous scrolling.
These are both odd, because in most other regards it seems like a very polished product.
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Bear Braumoeller said 8:11PM on 4-26-2007
Actually, I just realized that what I wrote above isn't quite accurate. The text-box font in Preview is always Helvetica 12, regardless of what it is in PDFpen. The reason it's bigger is that I was using Helvetica 9. For some reason, Adobe Reader 7 doesn't have this problem (though the words still shift around a fair bit).
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