Solutions
Built around the documents you handle every week.
Each page maps one line of work to its recurring paperwork: the workflows, the templates and forms involved, the tool for each step — and what to check before you rely on it.
- 01Real estate agents and brokersFill association forms, collect buyer and seller signatures, and build transaction packets that pass broker review. Built for agents who live in PDFs.
- 02Landlords and property managersTake rental applications online, send leases for signature, document move-in condition and issue rent receipts — the paperwork that repeats with every unit.
- 03Solo attorneys and paralegalsRedact filings, OCR scanned exhibits, compare drafts and collect client signatures on engagement letters. Built for small firms without a document team.
- 04Insurance agents and adjustersCollect client intake and loss details, fill carrier applications, get signatures on policy forms and assemble claim files with photos and estimates.
- 05Clinics, therapists and dental practicesIntake forms, consents and records-release requests for small practices. A plain account of what PDFBetter can and can't do around HIPAA, including BAAs.
- 06HR teams and people operationsRun hiring and onboarding paperwork from one place: job applications, offer letters, W-4 and I-9 forms, handbook acknowledgments, PTO requests and reviews.
- 07Schools and universitiesSend permission slips, enrollment forms and event sign-ups as links parents can fill on a phone, then export responses. Plus certificates in bulk.
- 08Nonprofits and charitiesIssue donation receipts in bulk, collect volunteer applications and waivers by link, and keep board minutes signed. Practical paperwork help for small teams.
- 09CPAs, bookkeepers and tax preparersCollect W-9s and client organizers, send engagement letters for signature, OCR scanned statements and redact SSNs before sharing. Built for tax season volume.
- 10Contractors and subcontractorsSend estimates and change orders for signature from the job site, fill lien waivers and safety checklists, and assemble daily logs with photos into one PDF.
- 11Trucking, freight and warehouse teamsClean up photographed delivery receipts, assemble carrier packets, collect driver documents and get rate confirmations signed. Paperwork for freight teams.
- 12Local government and public agenciesRedact public records releases, publish permit and registration forms, and keep board minutes and vendor paperwork signed. With honest notes on procurement.
- 13Small business ownersQuotes, invoices, contracts, W-9s and new-hire forms without a back office. Edit, sign and send the documents a small business handles every week.
- 14Freelancers and independent consultantsSend a contract and NDA for signature, invoice from a template, fill the W-9 every new client asks for, and keep a mileage and expense log for tax time.
- 15Sales teamsSend quotes and order forms for signature, turn around customer NDAs, review redlines fast and send the same agreement to many accounts in one run.
- 16Hotels, restaurants and venuesGet event contracts and activity waivers signed before guests arrive, onboard seasonal staff, issue gift certificates and keep incident reports in order.
