Document pipelines that branch.
Sign. Route. Audit.
Bundle structured and dynamic templates into a packet. Add rules that decide which docs go out for each submission. Send signers in parallel, sequence, or by role. Return one merged PDF or fan out.
Conditional document pipelines, not spreadsheets.
Bundle your templates into a packet. Set rules that decide which documents are included for any given submission. Route signers in parallel or in order. Return one merged PDF or a fan-out - your call.
- Visual condition builder. equals, contains, greater than, is empty, regex. Or write raw expressions.
- Multi-signer routing. sequential, parallel, or by role. Witnesses, co-signers, approvers, all logged.
- Webhooks & idempotency. every step fires events your backend can trust.
- Audit trail with version pinning. every PDF remembers which template version it came from.
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 reports a typo. No "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.
Replace four cron jobs and a spreadsheet.
Conditional inclusion
Decide which PDFs are in a packet by submission data. Coverage, geography, customer type - any rule.
Multi-signer routing
Sequential, parallel, or role-based. Witnesses, co-signers, approvers - all tracked with timestamps and IPs.
Merged or fan-out
Return one stitched PDF, or fan out to N PDFs ready for separate 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. Retry safely, never bill twice.
Audit log
Every run records inputs, outputs, version pins, signer details. Exportable for compliance reviews.