# What works today and what is next

> BettrPDF is new. Filling, signing, sending back and packet autofill are live. The rest is being built in the open, and this is the honest list.

Canonical page: https://bettrpdf.com/roadmap  
This file: https://bettrpdf.com/roadmap.md  
Site index for agents: https://bettrpdf.com/llms.txt

## Live

| Feature | Tier | Note |
| --- | --- | --- |
| Fill any PDF: type into form fields, or click anywhere on a flat PDF | Free |  |
| Draw or type a signature and place it, plus date and X marks | Free |  |
| Send it back by email in one click, with the PDF attached and a 30-day link | Free | Sent from us with your email on reply-to, or from your own Gmail or Outlook once connected. |
| Send from your own Gmail | Free | Through Composio's managed Gmail connector. Live once the connector is configured on the deployment. |
| Packet autofill: one source, many PDFs, every value approved | Free | 3 packets a month free; Pro is unlimited with fair use. Fillable fields only for now. |
| Common forms ready to fill: W-9, rental application, lease, NDA, invoice | Free |  |
| Merge, split, rotate, reorder, page numbers, Bates numbers, watermark | Free | In your browser, nothing uploaded. |
| Send for signature: one signer, several in order, or a separate copy to each person in a contact group | Free | 25 a month free, unlimited on Pro. Signers need no account. Certificate of completion with IP, device and times; reminders after two days. |
| Contacts: import a CSV, Excel or vCard list, or paste from a spreadsheet | Free |  |
| Fax a PDF: $5 a fax (up to 30 pages), first one free, IRS fax numbers built in, delivery confirmation | Free | Live once Telnyx fax is configured on the deployment. Credits are bought in packs through Stripe. |
| Collect documents: a checklist link with uploads and forms to fill, no login, reminders, everything in one PDF | Free | Shares the 3-a-month free allowance with signature requests; unlimited on Pro. |
| Certified mail with electronic return receipt from a PDF, $17.99, with tracking and a proof of service | Free | Mailed by Lob. Live once Lob and Stripe are configured. Door-posting photo and emailed copy can be added to the proof. |
| Text the signing or checklist link as well as emailing it, with STOP opt-out | Free | 10 texts a month free, 1,000 on Pro. Needs a registered Telnyx number. |
| Deadlines: lease renewals, notices, insurance and license expiries, with email or text reminders to you and optionally the other person | Free | Bulk add from a rent roll or sub list. Repeating deadlines roll forward when done. |
| Pro billing | Pro | Live once Stripe is configured on the deployment. |
| E-sign compliance: consumer disclosure, consent log, paper option, tamper-evident audit trail, verify page | Free | Every signer sees the ESIGN disclosure with your name; consent, views and signatures are logged with time, IP and device and chained by hash. Check any signed copy at /verify. |
| Signer identity checks: access code and one-time text code | Free | Per signer. Recorded on the certificate. |
| Digital seal on signed PDFs | Free | Readers show the document has not changed since signing. |
| Lien waivers: conditional and unconditional, progress and final, per job | Free | States with statutory wording are flagged; California and Texas jobs need the official state forms. |
| Insurance and license expiry read from uploads | Free | Upload a COI or license to a checklist and the expiry becomes a deadline that reminds you and the sub to send a fresh one. |
| Move-in and move-out inspections with photos | Free | Room-by-room on a phone; the tenant signs; move-out is compared with move-in. |
| Your own PDFs as fill-and-sign checklist items, and I-9 deadlines for new hires | Free | Upload your copy of the I-9 (or any form); a first-day date adds Section 1 and Section 2 deadlines. |
| Regular First-Class mail from a PDF, and a First-Class copy with certified | Free | $3.99 a letter; +$2 for a First-Class copy of a certified letter. |
| Send from Outlook or Microsoft 365 | Free | Through Composio's managed Outlook connector. Lands in your Sent Items. Live once the connector is configured on the deployment. |
| Flat PDFs: find the blanks on scans and printed forms, then tap to type, fill step by step, or autofill | Free | Uses page images and text positions; check placements before sending. |
| Saved client profiles | Pro | Save the answers from an autofill run and pick the client next time. Free saves one. |
| Remove the Sent with BettrPDF line | Pro | On by default. Account, More settings. |
| More ready forms: W-4, direct deposit, pet addendum | Free | Add the I-9 from your own copy of the USCIS PDF in a checklist. |

## Building

| Feature | Tier | Note |
| --- | --- | --- |
| IRS Form 8879 / 8878 identity verification (Pub. 1345) | Pro | Identity questions (Veratad) or photo ID, selfie and SSN match (Stripe Identity), 3 attempts, then a handwritten signature. $2 per attempt. Switches on when the identity providers are connected. |

## Planned

| Feature | Tier | Note |
| --- | --- | --- |

Questions: support@bettrpdf.com