Self-service vendor onboarding PDF automation

Vendor Packet Automation from Excel or CSV

Upload a vendor, supplier, customer, or subcontractor PDF once. Import approved company data from a spreadsheet and create one reviewable packet per row.

Try five spreadsheet rows free with a watermark. Starter creates clean ZIPs from $19/month; Pro raises each batch to 100 records for $49/month.

22-second walkthrough

One PDF. Five spreadsheet rows. One ZIP.

A real production workflow with a synthetic vendor form and a five-row Excel workbook: match all nine fields, review every PDF, and export one ZIP.

  1. 1Review nine PDF fields once
  2. 2Match 9/9 Excel headers
  3. 3Approve five and export ZIP

PDF mail merge, without Word

How to fill multiple PDF forms from Excel

Keep the original PDF layout. Put column names in the first spreadsheet row and one customer, employee, vendor, or case in each row below it. JustFill creates a separate PDF for every selected row.

  1. 1

    Upload the original PDF

    Use an AcroForm, a flat PDF, or a scan. JustFill detects the fields before the merge.

  2. 2

    Import XLSX or CSV

    Dates, leading zeros, percentages, booleans, and spreadsheet headers are preserved for mapping.

  3. 3

    Check the column mapping

    Matching headers map directly. Ambiguous columns can use AI-assisted mapping.

  4. 4

    Review and export

    Approve the records you want and download individual filled PDFs in one ZIP.

Sample input

One vendor row becomes one PDF

CompanyVendor IDRemittance email
Northwind LLCV-1042ap@northwind.example
Contoso LtdV-1043billing@contoso.example
Fabrikam IncV-1044finance@fabrikam.example

Upload the existing packet

Start with the PDF the vendor, customer, or procurement team already requires. Fillable, flat, and scanned PDFs are supported.

Import approved company data

Use one vendor or account per spreadsheet row. Matching headers map directly to the reviewed PDF fields.

Review every draft

Check values and field placement before selecting the PDFs to include in the final ZIP.

Where it fits

Built for recurring third-party forms—not a new procurement system.

JustFill is the last-mile PDF layer when the source data already lives in Excel, an ERP export, or an approved vendor list and the original packet layout must remain unchanged.

Vendor setup forms
Supplier onboarding packets
Subcontractor intake forms
Customer account applications
ACH and remittance drafts
Partner and dealer applications

Simple pricing

Validate one real packet before committing to a plan.

The five-row guided sample requires no card or call. Use your own packet next; Starter creates clean batch ZIPs from $19/month and Pro raises each batch to 100 records.

Starter

Recommended first workflow

$19
/ month
  • Up to 25 PDFs per batch
  • 125 clean output pages per month
  • AI field detection for 25 new pages per month
  • Clean, watermark-free ZIP exports
  • CSV and XLSX spreadsheet imports
  • Review every record before export
  • Reusable reviewed PDF templates
Up to 25 PDFs per batch and 125 clean output pages/month. Need up to 100 records per batch? Pro is $49/month.

Paid workflow

Make recurring vendor packets deterministic and reviewable.

Reuse the reviewed PDF layout, keep source data in your existing system, and repeat the same controlled spreadsheet-to-PDF handoff whenever a packet returns.

Reusable PDF layout

Save the reviewed field geometry so the unchanged packet does not need to be rediscovered on every run.

Header-based mapping

Use stable spreadsheet headers for deterministic mappings and reserve AI assistance for ambiguous columns.

Reviewed ZIP export

Approve the records you want and download clean PDFs together after review.

Guardrails

Draft preparation with human review.

Clear boundaries

JustFill prepares drafts from data your organization controls. It does not approve vendors, validate tax status, verify bank ownership, certify compliance, or submit packets to third parties.

Beyond manual uploads

Run the same PDF workflow from an AI agent or n8n.

The browser flow is the fastest way to validate a spreadsheet and PDF. Once the mapping works, the same JustFill account can expose PDF detection, filling, and saved templates through the hosted MCP endpoint.

Frequently asked questions

Does JustFill replace our ERP or vendor management system?

No. Keep your existing source of truth. Export the approved records to Excel or CSV and use JustFill only for the recurring PDF layer.

Can it decide whether a vendor is compliant or approved?

No. JustFill places user-provided data into a PDF draft. Your team remains responsible for verification, approval, signatures, and submission.

Do we need a sales or setup call?

No. You can run the guided sample and upload your own PDF and spreadsheet without a call or credit card.

Does it work with scanned or flat PDFs?

Yes. JustFill detects field locations in fillable, flat, and scanned PDFs before mapping spreadsheet columns.

Does each spreadsheet row create a separate PDF?

Yes. The first row contains the Excel or CSV column names. Every selected data row becomes one reviewable PDF in the exported ZIP.

Is this the same as Word mail merge?

It uses the same one-row-per-document idea, but fills your existing PDF directly. You do not need to recreate the form in Word or convert the PDF first.

Can I review results before downloading?

Yes. Each spreadsheet row becomes a reviewable record. Approve the records you want before creating the ZIP.

Does JustFill email the generated PDFs?

Not in the current self-service batch. It creates individual PDFs and packages the approved files in a ZIP for download.

What happens to uploaded documents?

Transfers use TLS. Rendered page images are deleted within 7 days and source documents within 30 days unless you save the PDF as a reusable template.