Fill loan applications, credit agreements, account opening forms and tax forms with data from your platform. Map each PDF once, then generate documents from your code as each application comes in.
Lenders, leasing companies and investment platforms use DocSpring to turn application data into finished agreements and regulatory forms. Every value is checked against your template's schema before the PDF is generated, so a missing required value or a wrongly formatted one is caught before it reaches a signed agreement.
Fill the Uniform Residential Loan Application (Fannie Mae Form 1003) and your own credit applications from the data borrowers enter in your app.
Fill SBA Form 413 personal financial statements and SBA Form 1919 borrower information forms for each 7(a) loan application.
Generate the agreement for each approved application with the customer's terms and payment schedule filled in, then collect their signature online.
Collect W-9, W-8BEN and W-8BEN-E forms during onboarding, and fill IRS Forms 4506-C and 8821 when you need a borrower's tax information.
Fill account opening forms, KYC checklists and ACH authorizations from your onboarding flow, so every new customer has a complete record.
Generate subscription agreements, investor questionnaires and accredited investor certifications for each investor in a fund or deal.
Fill out Form W-8 BEN and give this form to the withholding agent or payer if you are a foreign person and you are the beneficial owner of an amount subject to withholding.
Submit Form W-8 BEN when requested by the withholding agent or payer whether or not you are claiming a reduced rate of, or exemption from, withholding.
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_AcXt4ar4DXPsz79Nrc/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_AcXt4ar4DXPsz79Nrc.sh"
bash "/tmp/docspring_tpl_AcXt4ar4DXPsz79Nrc.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_P9SFSnJq7Em4mKpHs2/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_P9SFSnJq7Em4mKpHs2.sh"
bash "/tmp/docspring_tpl_P9SFSnJq7Em4mKpHs2.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_pkLdXD5ZYCrgbmQL5b/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_pkLdXD5ZYCrgbmQL5b.sh"
bash "/tmp/docspring_tpl_pkLdXD5ZYCrgbmQL5b.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_eyayFzt6bt9Pjhs4cz/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_eyayFzt6bt9Pjhs4cz.sh"
bash "/tmp/docspring_tpl_eyayFzt6bt9Pjhs4cz.sh"
Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example:
- Income paid to you.
- Real estate transactions.
- Mortgage interest you paid.
- Acquisition or abandonment of secured property.
- Cancellation of debt.
- Contributions you made to an IRA.
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_KnCMamggR6tPShCatp/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_KnCMamggR6tPShCatp.sh"
bash "/tmp/docspring_tpl_KnCMamggR6tPShCatp.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_5rKFKk7a3N5EybhsrN/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_5rKFKk7a3N5EybhsrN.sh"
bash "/tmp/docspring_tpl_5rKFKk7a3N5EybhsrN.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_CLgAADjTHzhbxaseMH/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_CLgAADjTHzhbxaseMH.sh"
bash "/tmp/docspring_tpl_CLgAADjTHzhbxaseMH.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_ntdqnCSE479bFXcyGK/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_ntdqnCSE479bFXcyGK.sh"
bash "/tmp/docspring_tpl_ntdqnCSE479bFXcyGK.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_g2d565aDTRC9JbyG7J/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_g2d565aDTRC9JbyG7J.sh"
bash "/tmp/docspring_tpl_g2d565aDTRC9JbyG7J.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_DyMGC6LamtjahLDggQ/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_DyMGC6LamtjahLDggQ.sh"
bash "/tmp/docspring_tpl_DyMGC6LamtjahLDggQ.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_RsjJX2QfdJ7KbGEmTR/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_RsjJX2QfdJ7KbGEmTR.sh"
bash "/tmp/docspring_tpl_RsjJX2QfdJ7KbGEmTR.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
curl -fSL "https://sync.api.docspring.com/api/v1/templates/tpl_35EDsN7P2XZJzbRjkP/submissions" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-d '{
"data": {
"borrower": {
"name": "Dr. Alisha D'Amore",
"additional_information": "labore ut mollit",
"signature_date": "2023-12-04",
"signature": {
"text": {
"name": "Lorem",
"typeface": "Cookie"
}
}
},
"lender_loan_number": "minim consequat consectetur",
"agency_case_number": "veniam sed irure voluptate",
"additional_borrower": {
"signature": {
"text": {
"name": "amet consectetur et qui cillum",
"typeface": "Caveat"
}
},
"additional_information": "aliquip quis do",
"signature_date": "1985-02-13",
"name": "Edwardo Weber"
}
},
"test": false,
"metadata": {}
}'
Paste these commands into your terminal to run a script that will generate a new PDF.
curl -fSL "https://sync.api.docspring.com/api/v1/templates/tpl_NJmf7E6Z7NyK5tLyzF/submissions" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-d '{
"data": {
"borrower": {
"name": "Norbert Walter Sr."
},
"has_person_with_spousal_property_rights": false,
"agency_case_number": "est",
"lender_loan_number": "adipisicing"
},
"test": false,
"metadata": {}
}'
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_3DPcEyKpPGynGntMzE/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_3DPcEyKpPGynGntMzE.sh"
bash "/tmp/docspring_tpl_3DPcEyKpPGynGntMzE.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_kMAmrfYafnRK7kkShk/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_kMAmrfYafnRK7kkShk.sh"
bash "/tmp/docspring_tpl_kMAmrfYafnRK7kkShk.sh"
Fillable fields are imported automatically. For a flat or scanned PDF, drag fields onto the page in the template editor.
Name each field and set its type. Every template gets a JSON schema, so bad data returns a clear error instead of a wrong document.
Send JSON to our API or SDKs and download the finished PDF, or share a hosted form that fills the PDF for you.
A REST API with official SDKs in 9 languages: Ruby, Python, JavaScript, TypeScript, PHP, C#, Java, Go and Elixir.
Every template gets a web form that you can share as a link or embed on your site. Each submission becomes a filled-out PDF.
Send someone a hosted or embedded form to check their details and sign. Every signed PDF includes an audit trail.
Webhooks tell your app when a PDF is ready. You can also connect Zapier, n8n, Node-RED, Bubble or Parabola, or save PDFs to your own S3 bucket.
DocSpring has completed a SOC 2 Type II audit and is GDPR and HIPAA compliant.
You choose US or EU data residency when you sign up.
We sign Business Associate Agreements (BAAs) on request.
Yes. Upload the form, map its fields once in the template editor, and send the borrower's data as JSON to fill it. The same works for SBA forms, credit applications and your own lender-specific documents.
Yes. Many loan agreements are flat PDFs exported from Word. You drag fields onto the page where each value should go, and DocSpring fills them at those exact positions. Fillable PDFs have their fields imported automatically.
With Data Requests. Each signer reviews the agreement in a hosted or embedded form and signs it, and the signed PDF includes an audit trail. An agreement can have several signers, such as a borrower and a co-borrower. Your app sends each signer their link and confirms who they are.
Yes. A template can have any number of pages. Conditional logic shows, hides or requires fields based on other answers in web forms and Data Requests, and the same rules are checked when you submit data through the API.
Every template has a JSON schema built from its fields. If a request is missing a required value or sends text where a number belongs, the API returns a validation error that names the field, and no PDF is generated.
Yes. Each time you publish a template it gets a new version, and API requests can ask for a specific version. You can update an agreement for new applications while older loans keep using the version they were signed under.
Yes. A batch request can generate up to 50 PDFs, and each item in the batch can use a different template. Asynchronous requests send your app a webhook when each PDF is ready.
DocSpring has completed a SOC 2 Type II audit, and you can request the report through our Trust Portal. Submission data is encrypted at rest with AES-256, and you choose US or EU data residency when you sign up. If your documents can never leave your own infrastructure, we also offer self-hosted enterprise licenses.
Sign up for a free trial and try out DocSpring with your own PDFs.
DocSpring has been the PDF engine at the core of iENROLL for more than five years, and we couldn’t be happier. Of all the solutions we evaluated, it was the most capable and had the richest API, and it has only gotten better with each release. But what has made the biggest difference is the team. They go well beyond support. They’ve built a real relationship with us and are invested in our product’s continued success.
DocSpring's simple API and client library was fast to integrate, flexible to our needs, and well documented. Using your service has allowed Harvust to iterate faster and deliver the best product to our growers.
DocSpring has been great! We had to do a lot more PDF template iterations than we originally planned, and being able to do those from your interface was a lifesaver. When a PDF fails because we didn’t send the right payload, the detailed error messages you provide have been very helpful.
I spent a good two days trying to integrate with one of your competitors, and came away frustrated because it still wasn’t working. I was up and running with DocSpring in thirty minutes.
DocSpring has been the PDF engine at the core of iENROLL for more than five years, and we couldn’t be happier. Of all the solutions we evaluated, it was the most capable and had the richest API, and it has only gotten better with each release. But what has made the biggest difference is the team. They go well beyond support. They’ve built a real relationship with us and are invested in our product’s continued success.
DocSpring's simple API and client library was fast to integrate, flexible to our needs, and well documented. Using your service has allowed Harvust to iterate faster and deliver the best product to our growers.
DocSpring has been great! We had to do a lot more PDF template iterations than we originally planned, and being able to do those from your interface was a lifesaver. When a PDF fails because we didn’t send the right payload, the detailed error messages you provide have been very helpful.
I spent a good two days trying to integrate with one of your competitors, and came away frustrated because it still wasn’t working. I was up and running with DocSpring in thirty minutes.
