PDF Automation / Batch
Annual reviews. Policy renewals. Mass client onboarding. When you need to send the same document to hundreds of clients — with each one prefilled with their specific data — batch PDF automation does it in one operation.
How it works
Step 1
One row per client — prefill values in columns matching your PDF fields
Step 2
Dashboard batch import or REST API — up to 100 sessions per call
Step 3
Each row becomes a unique, prefilled interview session with its own link
Step 4
Export the link column and send via your email system or CRM
Step 5
Each client fills only the fields not already prefilled — guided interview
Step 6
Completed, signed PDFs arrive in your submission bank as sessions resolve
Use cases
Upload your entire client list. Each client receives a pre-populated review form with their current investment objective and risk tolerance pre-filled — they confirm or update, sign, and submit. You receive signed annual review forms from every client in one campaign.
Upload your renewal list 60 days before expiry. Each policyholder receives a renewal confirmation with their current coverage details pre-populated — they review, confirm any changes, sign, and return. No phone calls, no chasing paper forms.
When onboarding a new cohort of clients — from a firm acquisition, a new product launch, or a migrating book of business — generate all intake sessions in one batch upload. Clients complete at their own pace; completed forms arrive in the submission bank as they resolve.
FinCEN and FINRA require periodic re-verification of client KYC data. Upload your re-verification list, pre-fill known data, and send. Clients confirm or update their information and re-sign — creating a fresh, timestamped compliance record for each one.
Limits
Upload a CSV from the dashboard. Each row generates a session with prefilled values. Includes batch send: export session links to send via your email system. Pro plan — $249/mo.
Create up to 100 sessions in a single API call using the batch endpoint. Integrate directly with your CRM or data source. TypeScript and Python SDKs included. Developer plan — $499/mo.
Unlimited sessions, no generation caps. Dedicated account manager for high-volume campaign setup. API-driven bulk creation with no rate-limit concerns. Enterprise plan from $3,000/mo.
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