Documents from a form
Proposals, reports, briefs and invoices. Fill in the fields and the layout is handled, with a live preview as you type.
With a free account
Create document templates and keep client projects organized
The tools stay free and need no account. The workspace is for when you want the documents kept: a project per client, every version, and proposals generated from a form with your brand already on them.
Free to start. One project, no card needed.
What it changes
A workspace turns a finished file into a working record.
A PDF tool solves an immediate task: edit a page, combine files or fill in a form. A workspace solves what follows. It gives a document a client project, a version trail, a place for comments and a visible next step, so the team is not forced to remember which download folder or email thread contains the real record.
Templates help at the beginning of that process. They make recurring documents such as proposals, briefs, invoices and reports easier to create consistently. The workspace then keeps the generated document beside uploaded PDFs, review activity and the later agreement instead of treating each file as an isolated export.
The capability
More than one action on a file
Your brand, applied
Set colors and fonts once. Every generated document picks them up, including ones you made months ago.
Version history
Every save writes a new version. Restoring an earlier one moves a pointer rather than overwriting, so nothing is lost.
A project per client
Uploaded PDFs and generated documents sit in the same list, so nothing ends up called final_v3.
Review with your team
Comment on a document, resolve the thread, and keep the decision alongside the file.
Assignment and approval
Assign a document to someone, set a due date, and move it from draft to approved with an audit trail.
Useful when
For documents with a client, a history and a next step.
Repeating a reliable document structure
Use templates when your team creates the same kind of proposal, brief, report or invoice often enough that layout and branding should not be rebuilt every time.
Keeping work grouped by client
Use a project when several files belong to the same engagement and the team needs to find the brief, working PDF, final version and agreement together.
Making a decision traceable
Use the workspace when a document will be reviewed, approved, signed or handed over later and the surrounding context needs to remain discoverable.
How it works
Start with the document. Keep the context.
- 01
Create a workspace and name it. One project is free, no card needed.
- 02
Upload a PDF, or start a document from a template.
- 03
Edit, comment and approve. Every save keeps the version before it.
Questions, answered
Using this capability with confidence.
Do I need an account to use the PDF editor?
No. The free PDF tools can be used without an account. A workspace is for storing documents in projects and using ongoing workflow features.
What is the difference between a template and a PDF tool?
A tool works on an existing file. A template creates a new, structured document from fields and applies the workspace brand so recurring documents begin consistently.
Can uploaded PDFs and generated documents live in the same project?
Yes. A client project can hold both, making it possible to keep a generated proposal, its source materials, edits and final record together.
What does version history protect?
Each save creates a new version, so an earlier document remains available instead of being replaced when the team makes a later revision.
When the work needs to stay
Put the document in a workspace.
The PDF editor works exactly the same either way. What an account adds is somewhere for the file to live afterwards.
Create a free workspace Beta- One project per clientKeep the brief, PDF and final version together.
- Working drafts preserve progressIssue a revision when a document is ready to become the next record.
- Comments stay with the fileReview decisions do not disappear into email.
Explore features
Keep the document moving.
Ready when you are
Create a free workspace
Open the document, get the work done, and keep it in a workspace whenever there is a next step.
Create a free workspace Beta