22-second walkthrough
One PDF. Five spreadsheet rows. One ZIP.
A real production workflow with a synthetic vendor form and a five-row Excel workbook: match all nine fields, review every PDF, and export one ZIP.
- 1Review nine PDF fields once
- 2Match 9/9 Excel headers
- 3Approve five and export ZIP
PDF mail merge, without Word
How to fill multiple PDF forms from Excel
Keep the original PDF layout. Put column names in the first spreadsheet row and one customer, employee, vendor, or case in each row below it. JustFill creates a separate PDF for every selected row.
- 1
Upload the original PDF
Use an AcroForm, a flat PDF, or a scan. JustFill detects the fields before the merge.
- 2
Import XLSX or CSV
Dates, leading zeros, percentages, booleans, and spreadsheet headers are preserved for mapping.
- 3
Check the column mapping
Matching headers map directly. Ambiguous columns can use AI-assisted mapping.
- 4
Review and export
Approve the records you want and download individual filled PDFs in one ZIP.
Sample input
One certificate holder row becomes one COI draft PDF
| Certificate Holder | Description of Operations | Policy Expiration |
|---|---|---|
| Metroplex Property Management LP | Project #24-109 HVAC Retrofit — Additional Insured | 01/01/2027 |
| Lone Star General Builders Inc | Job #24-114 Chiller Replacement — Additional Insured | 01/01/2027 |
| Brazos Retail REIT Holdings LLC | Vendor Onboarding Packet — General Liability Evidence | 01/01/2027 |
Upload your COI / ACORD PDF template
Start with your agency or insured master COI PDF (flat or fillable) with base policy numbers and limits.
Import the certificate holder CSV
Map Certificate Holder Name, Holder Address, and Description of Operations / Project Reference from Excel or CSV.
Review every certificate before export
Verify holder names, endorsement wording, and policy dates on each draft, then download all approved COIs in a ZIP.
Where it fits
Built for annual policy renewals, contractor compliance, and multi-holder COI runs.
When a commercial policy renews or a contractor onboards with 40 property managers and general contractors at once, JustFill maps your certificate holder spreadsheet onto your COI PDF template in one batch.
Simple pricing
Test five certificate holders free before your next renewal batch.
Download the COI CSV template or try the 5-row guided sample. Your first AI column match is free; Starter ($19/mo), Pro ($49/mo), and Business ($99/mo) support 25, 100, and 500 certificate holders per batch.
Running larger spreadsheet batches? Get Pro — $49/month for up to 100 rows per batch (or Business at $99/month for up to 500 rows).
Starter
Recommended first workflow
- AI field detection for 250 new pages per month
- Reusable templates — refills use no detection pages
- Up to 25 PDFs per batch
- 125 clean output pages per month
- Clean, watermark-free ZIP exports
- CSV and XLSX spreadsheet imports
- Review every record before export
Paid workflow
Keep your certificate holder list in Excel and generate renewal COIs in minutes.
Save the reviewed COI field layout in JustFill. At next year’s renewal, update the policy effective/expiration dates in your spreadsheet and re-run the entire holder list.
Saved COI field geometry
Preserve exact field coordinates for producer, insured, policy tables, description of operations, and certificate holder blocks.
Inline wording adjustments
Edit job numbers or special endorsement wording for individual holders right in the browser grid before exporting.
Reviewed ZIP download
Export clean, individual PDFs named by row so account managers can review and distribute them.
Guardrails
Draft preparation with human review.
Clear boundaries
JustFill is a document-drafting utility and is not an insurance producer, broker, or insurer. It does not bind coverage, issue endorsements, verify policy limits, or confer rights upon certificate holders. ACORD® is a registered trademark of ACORD Corporation; JustFill is not affiliated with ACORD.
Beyond manual uploads
Run the same PDF workflow from an AI agent or n8n.
The browser flow is the fastest way to validate a spreadsheet and PDF. Once the mapping works, the same JustFill account can expose PDF detection, filling, and saved templates through the hosted MCP endpoint.
Frequently asked questions
Can we keep the insured and policy limits fixed while varying only the Certificate Holder and Description of Operations?
Yes. You can either pre-fill the shared policy details on the PDF template once or repeat them across your spreadsheet rows while varying the Certificate Holder Name, Address, and Description of Operations per row.
Does JustFill work with both flat and fillable COI PDFs?
Yes. If your COI PDF is a flat export or scan, AI detection locates the boxes so you can map your CSV columns onto them and save the reviewed template.
Does JustFill send certificates directly to certificate holders?
No. JustFill generates the individual PDF drafts and packages them in a ZIP so your licensed team can review, sign, and distribute them through your normal agency workflow.
Does it work with scanned or flat PDFs?
Yes. JustFill detects field locations in fillable, flat, and scanned PDFs before mapping spreadsheet columns.
Does each spreadsheet row create a separate PDF?
Yes. The first row contains the Excel or CSV column names. Every selected data row becomes one reviewable PDF in the exported ZIP.
Is this the same as Word mail merge?
It uses the same one-row-per-document idea, but fills your existing PDF directly. You do not need to recreate the form in Word or convert the PDF first.
Can I review results before downloading?
Yes. Each spreadsheet row becomes a reviewable record. Approve the records you want before creating the ZIP.
Does JustFill email the generated PDFs?
Not in the current self-service batch. It creates individual PDFs and packages the approved files in a ZIP for download.
What happens to uploaded documents?
Transfers use TLS. Rendered page images are deleted within 7 days and source documents within 30 days unless you save the PDF as a reusable template.