Feature
Upload a CSV file to generate completed PDFs for many clients in a single operation. Each row becomes a separate document — pre-filled with that row's data, generated and stored automatically. No sending links, no waiting for clients.
How it works
Details
Batch CSV supports two modes: generate completed PDFs directly (when you have all the data) or generate a client interview link for each row (when clients still need to fill or sign).
Map each CSV column to a document field in your package settings. Once mapped, any CSV with those columns can be used to batch-generate documents from that package.
Annual disclosures, mass renewals, policy updates, client annual reviews — any situation where you need to produce many completed documents from data you already have.
Every document generated from a batch run is stored in the submission bank and synced to Google Drive (on Pro+). Download individually or as a ZIP.
If you want clients to review and sign each document, use batch send mode. Each CSV row generates a unique client interview link — ready to email or embed in your outreach.
Developer and Enterprise plans can also use the REST API to create sessions programmatically — useful when client data is in a system rather than a spreadsheet.
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