DocDown

PDF Form Filler: Built for Accounting Workflows

Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients.

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Easily Create, Share, and Manage Digital Forms

Allow your team to work more efficiently and your clients to securely complete and sign documents entirely online.

SmartVault’s PDF form filler makes it simple to create digital forms, collect client signatures online, and automatically save completed documents to the right folder with minimal steps.

Build Custom Forms with Ease

With an intuitive drag-and-drop editor, quickly customize forms to meet your needs. Whether you start with a template, an existing document, or from scratch, you can collect everything from text to signatures and images. Conditional logic makes your forms dynamically display, hide, or adjust sections based on specific responses.

Robust Form Library

It’s simple to find professionally designed templates. Search by type (like “Individual Client”), view thumbnails of each template, and read through the description. Once you choose the template, you can modify fields and workflows as needed.

Create a Custom Workflow

Use a visual Workflow Editor to create a sequence of steps to define your custom document automation process—from generation to delivery. Completed forms can be automatically saved to the client folder within SmartVault, eliminating the need for manual organization and saving valuable time. Other automations include emails, slack notifications, and webhooks.

Distribute Forms Quickly and Securely

Distribute forms quickly to one client, a handful, or even thousands. You can password-protect forms or enable anyone with the link to access them. Add the form link wherever you’d like (directly on your website, emails, or in a QR code).

Enhance Client Collaboration

Clients securely complete and sign documents online, anywhere, and on any device. This makes it simple and convenient, keeping your clients happy and your projects moving seamlessly forward.

Prioritize Security and Compliance

Automatic activity tracking lets you see exactly who is accessing your documents, and strict security protocols, including bank-grade encryption and granular access controls, safeguard sensitive information.

Keep Tabs on Progress

A detailed dashboard organizes all the generated documents for easy access. You can download, view the status, send reminder emails, or revoke access to the forms sent out.

Frictionless Digital Form Process

Easily turn any PDF into a fillable, signable, and shareable form without printing, scanning, or chasing.

Frequently Asked Questions

How does Docdown fit into the SV workflow for accountants?

Docdown is a contract generation and document automation tool that seamlessly integrates with SmartVault’s workflow for accountants. It streamlines the process of creating, sharing, and managing client forms, engagement letters, and other documents. Here’s how Docdown fits into the SmartVault workflow:

Accountants can create custom forms and templates using Docdown’s intuitive drag-and-drop editor or choose from a library of pre-designed templates.
Once a form is created, Docdown allows accountants to generate and distribute it to clients securely, with the option to password-protect or share it via a link.
Clients can complete and electronically sign the forms online, without the need for printing, scanning, or manual data entry.
Completed forms can be automatically saved to the respective client folder within SmartVault, eliminating the need for manual file organization.
Docdown’s workflow automation capabilities enable accountants to define custom processes, such as sending reminders, notifications, or triggering downstream actions based on form completion.
Detailed activity tracking and audit trails within Docdown and SmartVault provide visibility into document access and actions taken.

By integrating Docdown into their SmartVault workflow, accounting firms can streamline document-centric processes, enhance client collaboration, and maintain a secure, centralized repository for all client documents and engagement materials.

What are the benefits of contract generation software?

Contract generation software offers several benefits to organizations, including:

Increased efficiency and productivity: Automated document creation, routing, and e-signatures eliminate manual tasks, reducing errors and saving time.
Improved collaboration and client experience: Clients can securely complete and sign documents online, enhancing convenience and fostering a seamless experience.
Consistent and professional document branding: Templates and standardized formatting ensure a consistent and professional appearance across all documents.
Better version control and tracking: Detailed audit trails and version histories provide visibility into document activity, changes, and access.
Enhanced security and compliance: Robust access controls, encryption, and compliance features safeguard sensitive information and meet regulatory requirements.
Workflow automation: Custom workflows and conditional logic streamline document-centric processes, reducing manual intervention and bottlenecks.
Integration with existing systems: Many contract generation solutions integrate with cloud storage, CRMs, and other business applications for a seamless experience.
Scalability: Cloud-based solutions can easily scale to accommodate growing document volumes and user needs.

What is contract generation software?

Contract generation software, also known as document automation software or form building software, is a tool that enables users to create, manage, and distribute digital forms, contracts, invoices, and other fillable documents efficiently. It streamlines the process of generating and sharing documents by providing features such as:

Templates and drag-and-drop editors for creating custom forms and documents
Conditional logic for dynamic form fields and sections
Workflow automation for routing documents through a predefined sequence
Secure document sharing and e-signature capabilities
Integration with cloud storage and other business applications
Detailed tracking and audit trails for document activity

Contract generation software helps organizations eliminate manual tasks, reduce errors, and improve collaboration by automating document-centric processes.