What they do
Centrally manage processes
Paperfly is not a collection of standalone tools, but a central platform that connects your data-, document-, and customer-driven processes into one seamless workflow.
Paperfly Workflows
Processes that intelligently connect customers, data, and documents.
Paperfly connects customer interactions, data, documents, and systems into automated workflows. The result: clear processes, fewer manual handoffs, and noticeably lower process costs.
At a glance
What are Paperfly Workflows?
How they work
Guide intuitively
A Paperfly Workflow guides your customers step by step through the entire process, from the first form to the final signature. Smart validation prevents errors immediately, so you receive complete data and documents the first time.
Does this sound familiar?
The daily workload?
Requesting documents by email, maintaining status lists, chasing approvals manually, and retyping data by hand ...
Paperfly: Not just another tool, but the entirety of all processes
Most companies digitize individual functions, but not yet the complete process. Paperfly maps it end to end.
Connect upload solutions, forms, and signature tools
Automate statuses, approvals, and handoffs
Manage processes end to end for customers, employees, and B2B partners
Many features, one platform.
Seamless: Forms, documents, ID checks, and signatures in one flow, in one system.
Full automation: Status changes, approvals, and reminders.
End-to-end: Data flows directly from the initial request into your existing systems.
Every process component. One platform.
See all the building blocks of data-, document-, and customer-driven processes on one centrally managed platform. Paperfly turns your digital touchpoints into a seamless digital experience. Select an area to learn more:
01
Dynamic Workflows
Turn documents, inputs, and status changes into active signals within your processes. Dynamic workflow control adapts to each case in real time. Automated rules and document logic replace tedious manual handoffs and drastically reduce your turnaround times.
Learn more02
Document Collection
Collect documents easily via a secure self-service link sent by SMS or email. Your customers upload documents directly in the browser without friction. The system checks files in real time during upload and automatically requests corrected documents before they reach your back office.
Learn more03
E-Signature
Integrate contract completion directly at the point of decision. Your customers sign documents on mobile in seconds via touchscreen, while Paperfly monitors deadlines, obtains countersignatures, and handles every step automatically in the background.
Learn more04
Intelligent PDF Forms
Turn static documents into intelligent, mobile-optimized web forms. Your customers avoid tedious typing thanks to automatic pre-filling, while you receive error-free data records.
Learn more05
ID Check
Integrate identity verification as a digital step directly into your application journeys. Your customers verify their identity flexibly and accessibly, while you immediately receive identification data for further processing.
Learn more06
Quick Forms
Create interactive online forms in no time that dynamically adapt to each user. Typos and incomplete entries are prevented in real time, so only clean data flows through.
Learn more07
Payment Collection
Connect contract completion or document uploads directly with the payment due. Customers pay in seconds by smartphone, and the next process step only starts once the money has actually arrived.
Learn more08
Instant Confirmation
Securely obtain consent for changes to terms and conditions, price adjustments, or appointments with just one click, while the system automatically documents the proof for you.
Learn more09
Bulk Sending
Reach thousands of customers at once by email, SMS, or letter without getting lost in list chaos. The integrated return channel automatically collects signatures or data for you.
Learn moreWhat Paperfly Workflows make possible
Every step fits. Automatically.
Validations, approvals, reminders, status changes, and system handoffs work together seamlessly.
This creates processes that do more than look digital—they truly work end to end.
More cases. Less effort.
Paperfly Workflows automate recurring customer, data, and document processes from start to finish.
What is currently checked, followed up on, and forwarded manually will run in a structured way in the background.
Faster completion.
Customers complete everything with guided steps in the browser, whether entering data, uploading documents, verifying their identity, or signing.
No portal. No switching between channels. No unnecessary follow-up questions. Paperfly does not just digitize individual steps. It connects the entire process.
Stay up to date on the latest trends, insights, and topics.
Guide
From Paper to Performance
Paper-based processes cost time, money, and customers. Digital workflows solve this with online data capture, automated validation, real-time KYC, and audit-proof archiving.
Read articleArticle
Digital Completion Times: From Days to Minutes
Digital completion journeys replace paper, follow-up questions, and waiting times with clear journeys, automated workflows, and centralized documents.
Read articleCase Study
Digital Claims Intake at Generali
How Generali implements claims intake as a seamless digital workflow.
Read the case studyGuide
How energy utilities digitize their customer processes
This creates rework and frustration. With portal-free, link-based workflows, data capture, validation, and handoff run fully automated from end to end.
Read the article