Self-service vendor onboarding PDF automation

Vendor Packet PDF Automation from Excel or CSV

For a recurring PDF inside a vendor packet, upload the form once, import approved company data from a spreadsheet, and create one reviewable PDF per row.

Try the sample batchUse your vendor PDF

Try five spreadsheet rows free with a watermark and free AI column matching. Clean ZIP exports are unlocked by the $7 7-Day Pass (up to 25 rows) or included in Starter ($19/month for up to 25 rows), Pro ($49/month for 100 rows), and Business ($99/month for 500 rows).

Your data lives in Google Sheets? Fill the PDF directly from Sheets with the JustFill add-on.

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.

  1. 1Review nine PDF fields once
  2. 2Match 9/9 Excel headers
  3. 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. 1

    Upload the original PDF

    Use an AcroForm, a flat PDF, or a scan. JustFill detects the fields before the merge.

  2. 2

    Import XLSX or CSV

    Dates, leading zeros, percentages, booleans, and spreadsheet headers are preserved for mapping.

  3. 3

    Check the column mapping

    Matching headers map directly. Ambiguous columns can use AI-assisted mapping.

  4. 4

    Review and export

    Approve the records you want and download individual filled PDFs in one ZIP.

Sample input

Example vendor data: one row becomes one filled PDF

CompanyVendor IDRemittance email
Northwind LLCV-1042ap@northwind.example
Contoso LtdV-1043billing@contoso.example
Fabrikam IncV-1044finance@fabrikam.example
Live PDF Field Preview (Row 1 of 3)

Company

Northwind LLC

Vendor ID

V-1042

Remittance email

ap@northwind.example

Click any spreadsheet row above to preview its generated PDF. All 3/3 columns auto-matched by AI.

Upload the existing packet

Start with the PDF the vendor, customer, or procurement team already requires. Fillable, flat, and scanned PDFs are supported.

Import approved company data

Use one vendor or account per spreadsheet row. Matching headers map directly to the reviewed PDF fields.

Review every draft

Check values and field placement before selecting the PDFs to include in the final ZIP.

Where it fits

Built for recurring third-party forms—not a new procurement system.

JustFill is the last-mile PDF layer when the source data already lives in Excel, an ERP export, or an approved vendor list and the original packet layout must remain unchanged.

Vendor setup forms
Supplier onboarding packets
Subcontractor intake forms
Customer account applications
ACH and remittance drafts
Partner and dealer applications

32-second video walkthrough

Watch: Vendor Packet Automation in 32 seconds

See the live browser workflow: upload one PDF template, import your Excel (.xlsx) or CSV spreadsheet, auto-match columns to detected PDF fields, preview every record, and download one filled PDF per row in a clean ZIP.

Fill Multiple PDF Forms from Excel — PDF Mail Merge DemoWatch on YouTube

Simple pricing

Validate one recurring vendor form before committing to a plan.

The five-row guided sample and your first AI column match require no card or call. Starter ($19/mo), Pro ($49/mo), and Business ($99/mo) support 25, 100, and 500 records per batch.

$7 7-Day Pass — One-off batch up to 25 rows (25 clean PDFs in a batch ZIP + 25 AI credits, no subscription, $7 credited toward Starter)

Need recurring monthly runs, saved templates, and 150 clean flat pages/month with AI column mapping? Choose $19/month Starter above.

Get $7 7-Day Pass (up to 25 rows)

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).

Prefer annual corporate billing? Get 2 months free (17% off) with 12× annual page & AI allowances on a single corporate invoice: Starter $190/yr, Pro $490/yr, or Business $990/yr.

Starter

Recommended first workflow

$19
/ month
  • AI field detection for 250 new pages per month
  • Reusable templates — refills use no detection pages
  • Up to 25 PDFs per batch
  • 150 clean flat pages per month
  • Clean, watermark-free ZIP exports
  • CSV and XLSX spreadsheet imports
  • Review every record before export
Starter: 25 records for $19/month. Pro: 100 for $49/month. Business: 500 for $99/month. Each plan also enforces its monthly clean-output allowance.

Paid workflow

Make recurring vendor PDF forms deterministic and reviewable.

Reuse the reviewed PDF layout, keep source data in your existing system, and repeat the same controlled spreadsheet-to-PDF handoff whenever that form returns.

Reusable PDF layout

Save the reviewed field geometry so the unchanged packet does not need to be rediscovered on every run.

Header-based mapping

Use stable spreadsheet headers for deterministic mappings and reserve AI assistance for ambiguous columns.

Reviewed ZIP export

Approve the records you want and download clean PDFs together after review.

Guardrails

Draft preparation with human review.

Clear boundaries

JustFill prepares drafts from data your organization controls. It does not approve vendors, validate tax status, verify bank ownership, certify compliance, or submit packets to third parties.

Frequently asked questions

What is a vendor packet?

A vendor packet is the set of forms and supporting documents an organization requests before setting up or approving a supplier. It commonly includes a vendor setup form, tax form, payment details, insurance evidence, and agreements. The exact requirements belong to the organization collecting the packet.

What does a vendor packet example usually include?

A typical example may include a W-9 or W-8, vendor information form, ACH or remittance form, certificate of insurance, and signed terms. JustFill can prepare repeated drafts of one PDF template from approved spreadsheet data; it does not decide which documents your packet requires.

Can JustFill assemble and sign a multi-document vendor packet?

No. One batch run uses one reviewed PDF template and creates one draft per spreadsheet row. Run each recurring form separately when a packet contains multiple templates. Collection, signatures, verification, approval, and submission stay in your existing process.

Does JustFill replace our ERP or vendor management system?

No. Keep your existing source of truth. Export the approved records to Excel or CSV and use JustFill only for the recurring PDF layer.

Can it decide whether a vendor is compliant or approved?

No. JustFill places user-provided data into a PDF draft. Your team remains responsible for verification, approval, signatures, and submission.

Do we need a sales or setup call?

No. You can run the guided sample and upload your own PDF and spreadsheet without a call or credit card.

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.