PDF API use cases

    Common workflows you can implement using our tools.

    Invoice & Receipt PDFs

    Invoice & Receipt PDFs

    Generate invoices/receipts from templates, stamp paid/unpaid status, and deliver securely.

    Create consistent billing PDFs from HTML/CSS templates, watermark as PAID after payment, and keep a clean audit trail for finance and customer support.

    Industries: SaaS, e-commerce, marketplaces, accounting & bookkeeping, agencies

    Bank Statement & Paystub Processing

    Bank Statement & Paystub Processing

    Extract key data, split by period, and compress for faster uploads and review.

    Automate document intake by parsing statements and paystubs, splitting large files into month-by-month PDFs, and compressing them to meet portal size limits.

    Industries: Fintech, lending, HR tech, background checks, immigration & legal services

    Loan / KYC Document Packets

    Loan / KYC Document Packets

    Merge identity docs into a packet, keep order consistent, and lock before sharing.

    Bundle IDs, proofs, and forms into a single standardized PDF packet, add watermarks for internal routing, and password-lock files for secure exchange with partners.

    Industries: Banking, lending, neobanks, insurance onboarding, compliance platforms

    Legal Bundles & Exhibits

    Legal Bundles & Exhibits

    Create court-ready bundles: merge exhibits, watermark drafts, split sections, and lock.

    Assemble filings and exhibits into a single bundle, add DRAFT/CONFIDENTIAL watermarks during review, and extract sections for clients, opposing counsel, or internal approvals.

    Industries: Law firms, legal ops, e-discovery vendors, corporate legal departments

    HR Offer Letters & Policies

    HR Offer Letters & Policies

    Generate HR documents from templates, watermark drafts, and lock before sending.

    Generate offer letters and policy PDFs from approved templates, watermark internal drafts, and encrypt documents before sending to candidates or employees.

    Industries: HR tech, recruiting platforms, enterprises, staffing agencies

    Education Certificates

    Education Certificates

    Generate certificates at scale, add cohort branding, and distribute tamper-resistant PDFs.

    Issue completion certificates from an HTML template, stamp cohort/term metadata as a watermark, and deliver consistent PDFs for verification and sharing.

    Industries: EdTech, universities, bootcamps, training providers, certification bodies

    Reports & Dashboard Snapshots

    Reports & Dashboard Snapshots

    Create shareable PDF snapshots of dashboards, KPI reports, and web-based analytics.

    Turn dashboards into PDFs on a schedule, attach them to email digests, and keep a consistent monthly/quarterly archive for stakeholders.

    Industries: SaaS, analytics platforms, agencies, operations teams, executive reporting