Prepare and convert client PDFs.
Use case
Prepare client documents, exports, and signature files faster
Give agency teams a private workspace for PDF prep, public web research exports, client document packs, and signature requests.
What you can do
Document workflows for agencies
Help agencies prepare client PDF packs, extract public contact data, convert files, add barcodes, and send documents for e-signature.
Extract public contact details into Excel or CSV.
Add barcodes or send PDFs for signature.
Use case
How it works
Step 1
Create a client workspace
Keep agency document tasks organized by account.
Step 2
Prepare files
Convert, merge, split, compress, edit, or barcode PDFs.
Step 3
Research public contacts
Run web extraction jobs for known public targets.
Step 4
Deliver outputs
Download spreadsheet exports or signed PDFs.
Use case
Who it is for
Marketing agencies
Consultancies
Operations agencies
Client service teams
Use case
Common use cases
Client report packs
Public contact research
Signature-ready proposals
QR-coded PDF deliverables
Use case
Why choose BankSheet Pro
Multiple document utilities in one workflow.
Private file and export handling.
Useful for both PDF delivery and structured data exports.
FAQ
Questions people ask before they start
These answers are visible on the page and also represented with FAQ structured data.
Do public pages process files anonymously?
No. Public pages explain the workflow. File upload and processing happen inside an authenticated workspace.
Are source files private?
Yes. Source files and outputs are stored privately and access is controlled by the app policies.
Can teams return to previous outputs?
Yes. Conversion and export history is kept in the workspace according to the app retention settings.
Do I need external APIs for every tool?
No. Many PDF workflows use local server-side tools. OCR and some conversions depend on installed binaries.
Can I use this with clients?
Yes. The product is designed for professional teams that prepare, review, convert, and deliver business documents.
Related pages
Keep exploring the workflow
Ready when your team is