For advisors, wealth teams, and ops

Convert client intake PDFs into Google Forms in seconds

Your compliance team signed off on the language in a PDF. Ops still retypes it into Google Forms when you want a mobile-friendly link. Doc2Form maps sections and questions from that file so reviewers focus on policy fit, not whether question fourteen matches the source.

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Convert client intake PDFs into Google Forms in seconds

How financial teams use Doc2Form to build Google Forms

Account opening and onboarding helpers

Know-your-client prompts, household structure, and document checklists often sit in a single Word packet. Bring that packet in as a starting Form when your program office has already cleared Google Forms as a channel for that step.

Lending and product applications

Multi-page applications with sections for borrower, collateral, and disclosures can be drafted from the PDF your legal team maintains. You will still need a human pass for math, validation, and anything that connects to your LOS.

Risk tolerance and suitability

Investor profile questionnaires with scale questions and scenario text import faster than rebuilding every Likert label from memory. Always align with your firm template version before publishing.

NPS and relationship check-ins

Relationship managers sometimes want a simple survey after a review. If marketing already has a PDF of the script, convert it instead of inventing a new set of questions.

How it works

Three steps from document to live Google Form - no retyping needed.

How Doc2Form converts documents to Google Forms

Upload or describe

Drop in a PDF or Word file - or just type what you need in plain English.

AI reads the structure

Questions, answer choices, sections, and logic are detected automatically.

Google Form in your Drive

A real Google Form appears in your Drive. Edit it, share it, connect it to Sheets.

The PDF is approved. The Form is always late

Wealth and banking teams fight the same bottleneck: the official wording lives in a PDF or Word template that went through legal and compliance. The digital experience someone wants is a Google Form link. In the middle is an analyst retyping twenty pages, which introduces mistakes and delays launch by a week.

Doc2Form reads a digitally authored file up to 5 MB and produces a draft Form in your Google account. It does not replace your compliance sign-off. It simply removes the mechanical step where every field is copied by hand.

Describe mode still helps when you are prototyping: for example, a short risk-tolerance survey with a five-point scale and two open comments. You refine in Google Forms until compliance attaches the version number.

Where responses sit, and what we do not claim

Every Form lands in Google Drive like any form you build yourself. Link responses to Sheets for filtering, exports, or downstream tools your tech team permits. Doc2Form does not store submissions on its side in a way that replaces your records management policy, and it is not a core banking system, CRM, or loan origination platform. Use it to stand up questionnaires your organization has already decided are appropriate for Google Workspace.

Common questions

Does Doc2Form make a form compliant?

No. Compliance is your firm responsibility. Doc2Form only converts structure from a document into Google Forms. Whether that use fits KYC, AML, privacy law, or internal policy is for your compliance and legal groups.

What happens to client data?

Submissions live in Google Forms and linked Sheets under your account settings, same as any other Form. Doc2Form processes the uploaded file to generate the form structure; follow your own data handling rules for that upload.

Which question types convert cleanly?

Multiple choice, checkboxes, short answer, paragraph, and dropdown. Messy tables or nested legal text may need cleanup after import.

Can ops and advisors collaborate on the same Form?

Yes. Share edit access per your Workspace policy so fewer emailed PDFs circulate with conflicting versions.

What does the first conversion cost?

The first hosted conversion is free. Paid credits follow. Open-source self-hosting is available if your firm prefers.

Ready to skip the retyping?

Upload a document or describe what you need. Your Google Form is one step away.