Features

Everything between the intake form and the finished set

One tool to turn your repetitive paperwork into templates, collect each client's details once, and produce signed, finished documents — no copy-paste, no re-typing.

Rich document editor

Recreate your paperwork exactly — headings, lists, images, your letterhead in headers and footers, page sizes and full-bleed backgrounds.

Powerful tables

Merge cells, set column widths, style backgrounds and borders, and show or hide entire rows with conditions.

Conditional logic

Ten operators across clauses, sections and table rows — so the right document comes out for every client, without manual edits.

Formulas

Compute totals, averages, concatenations, dates and currency-in-words in a sandboxed expression engine.

Client intake forms

One multi-step intake form per document set — a branded shareable link or a website embed, with a live preview as the client types.

E-sign, PDF & Word

Signer roles, optional signing order, signature capture with an audit trail, and polished PDF or Word output.

Template editor

Templates that look like your paperwork

The editor is a full word processor that happens to be dynamic. Rebuild each document the way you already send it — letterhead included — group a set with page breaks, and drop in variables where the client's details go.

  • Ten variable types for every kind of input
  • Tables, headers, footers, page sizes and backgrounds
  • Paragraph styles, lists, links and inline images
  • Autosave — your work is never lost
app.croveapp.com/templates/visa-application-set
The Crove template editor — a visa document set with variable tokens, a conditional clause and the variables panel

Forms & embeds

One intake form for the whole set

Crove turns your document set's variables into one clean multi-step form, so a client only ever answers each question once. Organise it into steps and sections, hide fields until they're relevant, and send it as a link — or embed it on your site.

  • Steps, sections and per-field visibility conditions
  • Branded, shareable fill links — clients don't need an account
  • Embed as a form, or a form with a live document preview
  • Auto-resizing iframe that fits your page
app.croveapp.com/forms/visa-application-set
The Crove form builder showing the client intake form's fields

Logic & formulas

The right document, every time

Conditions decide which clauses appear; formulas compute totals, dates and amounts-in-words. Both evaluate as the intake is filled, so every generated document is correct without manual edits.

  • Conditional clauses, sections and rows with ten operators
  • Sum, average, concatenate, date math and currency-in-words
  • Validation presets keep responses clean
  • Live preview reflects logic and formulas instantly
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E-sign & PDF

Finish with a signature

Assign signer roles, set the order signers go in, and collect e-signatures with a full audit trail. The finished set downloads as a clean PDF or Word file you can send on.

  • Multiple signer roles and optional signing order
  • Signature capture with timestamps and an audit trail
  • High-fidelity PDF, plus Word (.docx) download
  • Public download links you control
app.croveapp.com/documents/visa-application-set

Ten variable types

A field for every kind of client detail

Mix and match across a document set — each type renders and validates the way it should.

Text
Underline
Email
Phone
Date
Signature
Image
Collect file
Textbox chain
Checkbox
northbridge-immigration.comNorthbridge ImmigrationVisa help, made simpleOur servicesStart your applicationFull nameAarav SharmaEmailStart application

See it on your own paperwork

Rebuild one document set in Crove and watch the next client fill it themselves.

Start free See how it works