Everything a consulting or agency back office needs.
From first data entry to a GDPR-compliant archive — one tool covers the whole client-onboarding paperwork trail.
One entry, every form
Capture a client's core details once and Form2PDF fills every form required for their category and jurisdiction — no copy-pasting the same fields into five different PDFs.
Jurisdiction-aware templates
Germany, English/Global and Arabic (UAE) templates are live today — including genuine right-to-left Arabic PDF output, not a mirrored-layout hack. New jurisdictions are added as templates, not code rewrites.
Batch CSV import
Upload a spreadsheet of clients and import them all in one pass. Rows with problems are reported individually, so a single bad row never blocks the rest of the batch.
Signed, time-limited download links
Generated documents are never served from a guessable URL. Every download link is cryptographically signed and expires automatically, so a link that leaks or gets forwarded stops working on its own.
Full audit logging
Every client created, document generated, link issued and document actually opened is recorded — a clear trail of who did what and when, for your own records or a client's.
GDPR export & delete, built in
One click exports everything held about a client in a human-readable format (Art. 20 portability), and one click permanently erases it — documents, submissions and all (Art. 17 erasure) — while keeping only the fact that an erasure happened, never the erased data itself.
ZIP bundling for multi-document submissions
Some jurisdictions need more than one form per client — Germany's onboarding flow alone produces two. When a submission generates several documents, Form2PDF bundles them into a single ZIP so your client gets one download, not five separate emails.
Signature-ready output
Every generated PDF is laid out ready for signing, with an e-signature request workflow built in for firms that want to close the loop digitally instead of printing and scanning.
Stop retyping the same client details.
Get started on Digi Soft Hub — your Form2PDF workspace is one subscription away.
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