Document Automation
Turn your existing new account PDF into a guided client interview. Clients fill on their own time from any device — you get a completed, signed document automatically.
What gets automated
Docuplete maps your interview questions directly onto your PDF. Common new account application fields include:
How it works
Clients open a link, answer a guided interview, and submit. No downloads, no logins, no chasing.
Upload the new account application you already use — any standard PDF. A single package can hold multiple forms filled from one interview.
Place answer boxes on the PDF exactly where they go. One field can map to multiple locations — useful for names and dates that repeat across pages.
Send the client their unique link. They fill on any device. You get a completed, signed application — automatically stored and ready to download.
Key features
Clients open a link and fill the interview — no sign-up, no download, no friction. Works on any phone, tablet, or desktop.
Clients sign electronically with OTP email verification. Every signature includes a full audit trail — who signed, when, and from which device.
Ask for a joint account holder only if the client selects joint ownership. Conditional logic keeps the interview relevant to each client's situation.
Pass client information via URL parameters to pre-fill fields you already have — reducing what the client needs to type.
Submission data syncs to HubSpot contacts automatically — find or create the contact, map field values, and attach the completed PDF to the record.
Every completed application is stored in Docuplete's submission bank with a full audit trail. Download, share, or forward to your back office at any time.
saved per client package in labor, resources, and error handling — measured at the financial services firm where Docuplete was built and battle-tested.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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