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Workflows

Forty documents.
From one form.

Bundle your fillable PDFs and smart documents into one packet. Your customer enters their name once, picks the options that apply, signs once. Mezdoc fills every page that needs it and seals the packet with an audit trail.

Workflows

Forty documents from one form.

Bundle your templates into a packet. Your customer enters their name once, picks the options that apply to them, signs once. Mezdoc fills every page that needs it and seals the packet with an audit trail.

  • Only the pages you need, the co-applicant page only shows up when there is a co-applicant. The customs form only when the shipment crosses a border. Nothing extra, nothing missing.
  • Fields set once, your customer enters their name in one place and every page that needs it picks it up.
  • Output your way, one merged PDF, separate files, or all files in a zip. Your choice for each packet.
  • Proof of who signed, every packet comes with a small proof page. Anyone can check it later to see who signed and when.
For your engineering team
Per-document template version pin, so a workflow run is reproducible months later.
Signed HMAC webhooks for run.created, run.completed, run.failed.
Idempotency keys on workflow runs. Single-signer eSign today; multi-signer routing is on the roadmap.
Workflow, Auto Insurance Issue
Customer fillsone formCoverageover 50,000?Policy scheduleincludedHigh-coverage riderincludedStandard scheduleskippedDisclosuresincludedSigned packetSealedYESNO
Avg packet
1.4s
Today
4,812
Success
99.98%
Try it

Watch a packet build itself.

Flip the switches on the left to act as your customer. Pages on the right show up or stay hidden based on the answers. This is the same engine that builds your real packets.

Your customer's answersflip the switches
How they get the packet
Loan packet5 of 7 in this packet
  • 01
    Loan Agreement
    The main contract between you and the customer.
    Always in
  • 02
    KYC Declaration
    Identity and address proof the customer signs.
    Always in
  • 03
    Co-applicant Addendum
    Extra page with the second applicant's details.
    Added
  • 04
    NACH Mandate
    Bank authorisation for monthly payments.
    Always in
  • 05
    Risk Disclosure
    Standard warning for larger loans.
    Skipped
  • 06
    Premium Financing Agreement
    Only needed when payments are spread out.
    Skipped
  • 07
    Welcome Letter
    Friendly note sent with the signed packet.
    Always in
Output, one merged PDF
Versioning

Pin a version to staging or production.

Every workflow run records the exact template version it ran on. Promote v7 to production, leave v8 on staging, restore v6 when finance flags a typo. No more "someone edited the template and broke last week's renewals."

  • One immutable snapshot per publish.
  • Independent staging and production pins.
  • One-click restore to any previous version.
  • Every PDF carries its template version in the audit log.
renewal-packetworkflow alias
Versions
v8Draft
v7Staging
v6Production
v5Archived
v4Archived
Stagingpinned to v7
QA team tests new branch in here.
Productionpinned to v6
Live renewals run on this version.
What workflows do

Replace four cron jobs and a spreadsheet.

Conditional inclusion

Decide which documents go into a packet by the customer's own answers. Coverage, geography, product type, any rule you can write.

eSignature built in

One signer per form today, tracked with timestamp, IP, and signer details. Sequential and parallel multi-signer routing is on the roadmap.

Merged or fan-out

Return one stitched PDF, or fan out to separate signed files ready for distribution. Your call, per workflow.

Webhooks per step

Get a signed event when each document is generated, signed, declined, or expired.

Idempotency

Pass the same idempotency key, get the same packet back. Retry safely. Never bill twice.

Audit log

Every run records inputs, outputs, version pins, signer details. Exportable for compliance reviews.

From form fill to signed packet, all in one go.