Standardise document workflows while keeping the underlying record organised and traceable.
Account opening, client reporting and the internal paperwork around both. There are a great many of them, they have to look the same every time, and somebody eventually has to say what happened to one of them. docubend generates them consistently and keeps the record that answers the question.
The documents
Named the way your team names them, and what docubend does with each one.
| Document | What docubend does with it |
|---|---|
| Applications | A form built on the document you already send, filled in by people without accounts. |
| Account documentation | In folders, searchable, with a history per document. |
| Client forms | Each submission comes back twice: as a row of answers for a program, and as the filled-in document for a person. |
| Reports | Generated from your own data as real, selectable text, at kilobytes a file. |
| Compliance documentation | Kept together with every version of itself. |
| Statements | Produced on a schedule by your software and retrievable as PDF, PNG, SVG or the document's own JSON model. |
| Internal approvals | Comments on the page, against the version they were left on. |
One document, all the way through
The same six stages, whatever the document is, in one place.
-
Create
Start from a blank page, a template, or Markdown and HTML your own software sends.
-
Edit
Change the words inside the PDF you already have, matching its font and rewrapping the paragraph.
-
Review
Comments pinned beside the page, against the version they were left on.
-
Share
One person at a time, each with their own link, withdrawn one at a time.
-
Automate
The same document, made by your software through the API, on your schedule.
-
Keep the record
Every version kept, who changed what, and a way back to any of them.
From your core system
A nightly job that has to leave a document behind is the clearest
case for the API. Post the data, get a document, fetch the PDF. The
credentials are yours to make and revoke, scoped to read, write or both,
and GET /api/v1/usage tells the job what allowance is left
before it finds out by being refused.
Explore the API View API examples
The API is part of Pro and Enterprise. 2,000 calls a day on Pro.
Start today.
A work email and a password, and you are in a document.
Start 14-day free trial See pricing $0 today. Cancel any time during the trial.