Collect the answers.
Use a template such as client intake, or build your own form. The answers collected become the content of the document.
DOCUMENT GENERATION
Turn form responses into the documents your team needs.
Klarstig creates a PDF from each submission, so the answers someone gives become a document without retyping. Documents are versioned, can go through review and approval, can be emailed as part of the workflow, and can be prepared for signature with Klarstig Sign.
Free Platinum setup help is included on every plan, including Free.
Client intake → intake summary PDF
- Client
- Northside Bakery
- Services needed
- Monthly bookkeeping and payroll setup
- Desired timing
- Start next month
- Generated
- Intake summary PDF, version 1
- Next step
- Reviewed, approved, then emailed to the client
From response to finished document.
Generate the PDF.
Add a Generate PDF step to the form’s workflow. Klarstig creates the document from the submission and keeps each new version.
Review before it leaves.
Optionally request an approval, or run an AI review step that suggests corrections and follow-up questions for a person to accept or reject.
Deliver or sign.
Send the document by email in the same workflow, keep it with the submission, or prepare it for signature with Klarstig Sign.
Documents teams generate from forms
Client onboarding
Intake summaries prepared from what the client entered.
Requests and approvals
A clean record of a purchase or reimbursement request, kept with the decision.
Programs and volunteers
Enrollment and application summaries for coordinators and files.
What to know before you start
- Generated documents are PDFs created from the submission. Sending your own prepared PDF for signature is handled in Klarstig Sign.
- The Free plan includes 10 PDFs and 10 signed documents a month. Starter includes 100 of each; Pro includes 2,500 PDFs and 1,000 signed documents.
- Multiple signers with a signing order are available on Pro; Starter supports one signer.
- AI review suggestions are never applied automatically. A person accepts, edits or rejects each one.
- Regenerating a document creates a new version; an approval requested for an earlier version must be requested again.
- Klarstig does not provide legal review of your document wording.
You do not have to set it up alone.
Platinum Service includes setup, migration guidance and training at no additional service charge, including on Free. Tell us about your process and we will help you configure the form and its next steps. Third-party fees are separate, and custom development is not included.
Get free help setting this upQuestions, answered
What format are generated documents?
PDF. Each document is stored with its submission and keeps a version history.
Can I email the document automatically?
Yes. A Send email step can include a link to the latest generated document and answers from the form.
Can someone sign the document?
Yes. Klarstig Sign prepares signature requests. Pro supports several signers with a signing order.
Can an approver check the document first?
Yes. Add a Request approval step. The approval is tied to the document version that existed when it was requested.
Do I need to pay to try it?
No. The Free plan is free forever with no credit card and includes 10 PDFs a month.
Start with a template you can change.
The Free plan is free forever with no credit card. Upgrade to Starter or Pro only when you need more.