Run your document services with tools built for the way you work
Turn requests, files and deadlines into simple apps you control. Build a client intake and file upload portal, a job tracker with custom stages, quote calculators, approval pages and delivery portals — just by describing what you need.
Start with the basics
Build the tools your document services business actually needs
Document service teams juggle constant intake, varied file types, tight deadlines and rounds of revisions. Work often lives across emails, shared drives and spreadsheets — which makes version control, capacity planning and consistent pricing difficult.
Use YeshBe to build custom tools around your exact workflow. Create branded request forms with multi-file uploads and due dates, then route new jobs into a pipeline that matches your stages (New, In review, In progress, Waiting for client, QC, Delivered). Assign work, prioritize by deadline and keep a clear audit trail of notes and file versions.
Give clients a simple portal to track status, approve drafts and download final documents. Standardize estimates with a quote calculator that uses your rules (service type, page/word counts, rush fees). Add checklists for QA, store commonly used templates and generate reports on turnaround time and revision counts — all built to fit how your team operates.
- Custom intake & file handlingCreate branded request forms with multi-file uploads, page/word counts and due dates.
- Workflow & deadlinesTrack jobs through your own stages with due date views, priorities and assignments.
- Client portal & approvalsShare progress, collect comments and approvals, and deliver final documents in one place.
- Quotes & pricing rulesBuild calculators that standardize estimates by service, counts and rush fees.
Build it yourself
What document preparation and processing businesses build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client intake & file upload portal
Collect job details, deadlines and files in a client-facing page, with an internal job board.
PromptBuild a client intake and file upload portal for my document services business. Public page fields: client name/company, email, phone, service type (formatting, PDF conversion, scanning, transcription, translation, notarization handling, other), job description, due date, page/word count, urgency (standard/rush), reference number, and multi-file upload with drag-and-drop. After submission, create a Job record with a unique Job ID and status 'New'. Provide an internal dashboard with a Kanban view (New, In review, In progress, Waiting for client, QC, Ready, Delivered, On hold), search, filters (service type, due date, client) and a Job Detail page to add notes and upload revised files mapped to version numbers.
Quote and order estimator
Standardize pricing based on service, page/word counts and turnaround, then convert approved quotes into jobs.
PromptCreate a quote estimator for a document services company. Admin can define pricing rules: per-page and per-word rates by service type, minimum fees, rush multipliers, and add-on options (certified copies, binding, translation proofreading). Client-facing quote form collects service type, page/word count, due date and options, then shows a line-item breakdown and total. Save a Quote record with status (Draft, Sent, Approved, Declined). Provide a shareable quote view and an 'Approve' button that converts the quote into a Job with the chosen options and sets initial status to 'In review'. Include an admin page to adjust rates and export quotes to CSV.
Review, revision and approval portal
Share the latest version, capture comments, manage revisions and get approvals without chasing emails.
PromptBuild a review and approval workflow for document jobs. For each Job, create a client-facing page showing job summary, due date, current status, and the latest file to download. Include a comment thread and buttons fApprove' Request changes'. If 'Request changes' is selected, capture notes and let the client upload a marked-up file. Internally, maintain version history (v1, v2, etc.), track who uploaded each file and when, and move the job to 'Waiting for client' In progress' automatically based on actions. Provide a queue fPending approval' items and a report of average revisions per job.
Production dashboard & deadline tracker
See all jobs by status and due date, assign work, use checklists and monitor throughput.
PromptCreate an internal production dashboard for a document services team. Views: (1) Prioritized list of jobs due today/next 48 hours, (2) Board by status, (3) Workload by assignee (count of jobs and total estimated pages/words), and (4) Overdue list. Job Detail includes: assignee, priority, due date, client, service type, estimate (pages/words), time log, checklist (template varies by service type), and deliverable file uploads. Include a weekly summary report: jobs received, jobs delivered, average turnaround, and top clients by volume. Add filters for client, service type and assignee.
Questions and answers
Common questions about Document Services
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe the forms, dashboards and workflows you want, and refine them in plain language until they fit your process.
Can I accept multiple files and track versions for each job?
Yes. You can build intake forms that accept multiple uploads and attach them to jobs, then label each revision to keep version history clear.
Can I create different workflows for services like transcription or formatting?
Yes. Set up service types with their own fields, checklists and stages, and route jobs accordingly.
Can clients check status and approve documents online?
Yes. You can build a client-facing page for each job where they can see status, leave comments, approve drafts and download final files.
Build the app your document preparation and processing businesses business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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