DocupletionForms
Conditional-logic forms that complete your PDFs
DocupletionForms is drag-and-drop middleware that converts a question-and-answer form into multiple finished, ready-to-send documents. The document path is deterministic and rules-based: the same inputs always produce the same documents, while AI can be used at setup or, in development, at runtime to supply answers.
The platform includes a no-code builder with conditional branching logic, multi-document selection, and data-merge into existing PDF templates, with export, email, or forwarding of completed PDFs. An MCP connector for Claude drafts forms and maps fields by chat, with a person publishing the result; a runtime MCP for Agentforce lets a Salesforce agent supply answers while published rules still select and complete documents. Integrations include Zapier, webhooks, and an API, plus Salesforce write-back. Enterprise features cover sub-accounts, role-based permissions, and activity logging; forms can be embedded with secure share links.
It is aimed at integrators, developers, and web designers building client workflows, as well as document-heavy verticals such as law, mortgage, insurance, healthcare, and government. Pricing is offered in Starter and Professional tiers, with upgrades available as needs grow.
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