What They Do
Manage Processes from One Place
Paperfly is not another collection of disconnected tools. It is one central platform that connects your customer, data, and document processes in a seamless workflow.
Paperfly Workflows
Processes that intelligently connect customers, data, and documents.
Paperfly brings customer interactions, data, documents, and systems together in automated workflows. The result: clearer processes, fewer manual handoffs, and lower operating costs.
At a Glance
What Are Paperfly Workflows?
How They Work
Guide Users Intuitively
Paperfly Workflows guide customers through every step, from the first form to the final signature. Smart validation catches errors immediately, so you receive complete, accurate data and documents the first time.
Sound Familiar?
The Daily Workload?
Chasing documents by email, maintaining status spreadsheets, following up on approvals, and manually entering data...
Paperfly: Not Another Tool. One Platform for the Entire Process.
Most companies have digitized individual tasks, but not the full process. Paperfly connects it all.
Connect upload tools, forms, and electronic signatures
Automate status updates, approvals, and handoffs
Manage processes end to end for customers, employees, and B2B partners
One Platform. Every Capability.
Seamless: Forms, documents, identity verification, and signatures in one workflow and one system.
Fully Automated: Status changes, approvals, and reminders run automatically.
End to End: Data flows directly from the initial request into your systems of record.
Every Process Building Block. One Platform.
Bring every component of your customer, data, and document processes together on one centrally managed platform. Paperfly turns digital touchpoints into one seamless experience. Select an area to learn more: Select an area to learn more:
01
Dynamic Workflows
Turn documents, form inputs, and status changes into active process signals. Dynamic workflow orchestration adapts to each case in real time. Automated rules and document logic replace tedious manual steps and dramatically reduce processing times.
Learn more02
Document Collection
Collect documents through secure self-service links sent by text message or email. Customers upload files directly in their browser with no unnecessary friction. Paperfly checks each file in real time and automatically requests a replacement when something is missing or incorrect, before it ever reaches your back office.
Learn more03
E-Signature
Bring contract signing directly into the moment of decision. Customers sign documents in seconds from any mobile device, while Paperfly tracks deadlines, coordinates countersignatures, and manages every step automatically behind the scenes.
Learn more04
Intelligent PDF Forms
Turn static documents into intelligent, mobile-friendly web forms. Automatic prefill saves customers from repetitive data entry while giving your team complete, accurate records.
Learn more05
ID Check
Add identity verification directly to your digital application workflows. Customers can verify their identity through a flexible, accessible experience, while your team receives the identification data needed for immediate processing.
Learn more06
Quick Forms
Create interactive online forms in minutes. Forms adapt dynamically to each user, while real-time validation prevents typos and incomplete submissions so only clean data moves forward.
Learn more07
Payment Collection
Connect contract completion or document submission directly to payment. Customers can pay in seconds from their smartphone, and the next workflow step begins only after the payment has been confirmed.
Learn more08
Instant Confirmation
Securely collect one-click consent for updated terms, rate changes, appointments, and more. Paperfly automatically records the confirmation and maintains the required proof.
Learn more09
Bulk Sending
Reach thousands of customers at once by email, text message, or mail without managing complex spreadsheets. Built-in response workflows automatically collect signatures, documents, and data.
Learn moreWhat Paperfly Workflows Make Possible
Every Step Works Together. Automatically.
Validations, approvals, reminders, status changes, and system handoffs work together seamlessly.
The result is a process that does not just look digital, but actually works from beginning to end.
More Volume. Less Work.
Paperfly Workflows automate recurring customer, data, and document processes from start to finish.
Tasks that require manual review, follow-up, and routing today run automatically and consistently in the background.
Faster Completion.
Customers complete every step through a guided browser experience, whether they are entering information, uploading documents, verifying their identity, or signing.
No portal. No disconnected channels. No unnecessary follow-ups. Paperfly does not digitize isolated steps. It connects the entire process.
Stay up to date on the latest trends, insights, and ideas.
Guide
From Paper to Performance
Paper-based processes cost time, money, and customers. Digital workflows replace them with online data collection, automated validation, real-time KYC, and audit-ready records.
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Digital Completion Times: From Days to Minutes
Digital journeys replace paper, follow-up requests, and long wait times with clear customer experiences, automated workflows, and centralized documents.
Read articleCase Study
How Generali Digitized Claims Intake
See how Generali transformed claims intake into a seamless end-to-end digital workflow.
Read the case studyGuide
How Energy Utilities Digitize Customer Workflows
Disconnected processes create rework and frustration. Portal-free, link-based workflows automate data collection, validation, and system handoffs from start to finish.
Read the article