Spreadsheet-to-document automation

You have the data.
We make the
documents.

Stop copying and pasting from spreadsheets into PDFs. Upload your data, map your template once, and generate every document in minutes — accurately, every time.

100 free documents No IT required Works with any PDF
Your spreadsheet
Name
Policy No.
Sarah Chen
POL-00412
Marcus Webb
POL-00413
Ana Torres
POL-00414
+ 47 more
rows
PDeffortless
Finished document
INSURANCE CERTIFICATE
Policyholder: Sarah Chen
Policy No.: POL-00412
Effective: 03/01/2026
Agent: R. Goodwin
50 documents generated and ready to send
completed in 23 seconds
Used for
Insurance certificates Compliance packets Legal documents Healthcare forms Government reports HR letters Vendor contracts Certifications

The workflow everyone is stuck with

Across insurance, compliance, law, healthcare, and government contracting — the same painful process plays out millions of times a day.

Your data is in a spreadsheet. The document is a fixed PDF form. The only bridge between them is a human being, copying and pasting, field by field, row by row.

That's not a workflow problem. It's a missing tool problem.

Before PDeffortless
  • Export from your systemDownload a spreadsheet with 50+ rows of data
  • Open the PDF templateBegin manually copying values, one field at a time
  • Repeat 49 more timesHope you didn't make a typo on row 23
  • Half a day goneFor work that could have taken 2 minutes
After PDeffortless
  • Upload your spreadsheetThe same file you already have
  • Map once, reuse foreverMatch columns to fields — done in under 2 minutes
  • Download all 50 documentsAccurate, complete, ready to send
How it works
Simple enough for anyone.
Powerful enough for hundreds of documents.
Step 1
1

Upload your PDF template

Works with any PDF — government forms, compliance documents, legal packets, certificates. Click to mark where your data should appear. Save it as a reusable template.

Step 2
2

Add your spreadsheet

Upload the CSV or spreadsheet you already have. PDeffortless reads your column headers and maps them to the right fields automatically.

Step 3
3

Download every document

Every row in your spreadsheet becomes a finished, filled PDF. Download them all at once as a ZIP file. Accurate. Consistent. Done.

Who uses it

Built for teams that live
in spreadsheets

Any team with repetitive, high-volume document work that can't afford to keep doing it by hand.

Compliance & Regulatory

Generate required filings, audit packets, and certification documents from your compliance data.

Healthcare Administration

Patient intake forms, referral letters, prior authorization packets — filled from your records export.

Legal & Contracts

Client agreements, engagement letters, disclosure forms — generated in batches from your matter list.

Insurance Agencies

Certificates of insurance, policy summaries, renewal notices — one spreadsheet, hundreds of documents.

Government Contractors

Required forms, reporting documents, and certifications filled from your project data exports.

HR & Operations

Offer letters, onboarding packets, benefits documents — generated for every new hire automatically.

Also available as an API

Integrate directly into your systems

If you want to trigger document generation from your existing software — CRM, case management system, or internal portal — PDeffortless has a REST API. Works with Zapier, Make.com, or any language that can make an HTTP request.

Read the API documentation →
POST /api/pdf/fill { "template_url": "https://...", "data": { "client_name": "Sarah Chen", "policy_no": "POL-00412", "effective": "2026-03-01" } } ← 200 OK · application/pdf · 0.3s
Pricing
Start free. Pay only for what you use.

No subscriptions, no seat fees, no setup costs.

Free Trial
$0 to start

Try a real batch before you commit.

  • 100 free documents
  • All features included
  • Saved templates
  • No credit card required
Create free account

500 documents/month = $15  ·  1,000 documents = $30  ·  5,000 documents = $150