PDF Automation

End-to-end PDF automation for professional services.

PDF automation isn't just filling a form. It's collecting the right data, generating the document, capturing a verified signature, and delivering it to every system that needs it — without a human touching it at any step. That's what Docuplete does.

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The complete pipeline

Every step automated — in sequence, without gaps.

Most "PDF automation" tools handle one step: filling a form, or collecting a signature. Docuplete runs the complete pipeline — from data collection to final delivery — without manual handoffs between steps.

Step 1

Upload any PDF

Your existing form — fixed layout, scanned, or interactive

Step 2

Map fields visually

Drag boxes onto each field; one answer fills multiple locations

Step 3

Client gets a link

Guided interview, any device, no account needed

Step 4

PDF generated

Filled automatically from client answers

Step 5

Signed with OTP

E-signature with identity verification in same session

Step 6

Delivered everywhere

Stored, Drive synced, HubSpot updated, webhook fired

What gets automated

Five layers of automation in every document session.

Collect

Guided client interview

Replaces the manual data collection step. Clients answer questions one at a time on any device — conditional logic skips irrelevant sections. No emailed PDFs, no handwriting, no re-keying.

Generate

Automatic PDF generation

Client answers are placed on the PDF at exact visual coordinates — overlaid onto any PDF, including scanned images with no AcroForm fields. Generated on submission, not on demand.

Sign

OTP-verified e-signature

The client signs in the same session. Identity verified via email one-time passcode. RFC 3161 trusted timestamp applied. SHA-256 hash recorded. Signing certificate page appended.

Deliver

Automatic delivery

Completed PDF saved to your submission bank, auto-synced to your Google Drive or Dropbox folder, and attached to the HubSpot contact — without any manual download or upload.

Integrate

HMAC-signed webhooks

On submission, your endpoint receives a signed webhook containing all submitted field values and a link to the completed PDF. Trigger downstream systems — practice management, CRM, billing — automatically.

API + SDKs

Programmatic session creation

Create sessions via the REST API with field values prefilled. Use the TypeScript SDK (@docuplete/sdk) or Python SDK (docuplete) for full programmatic control.