Document Automation

We turn your existing documents into templates and connect them to your data in spreadsheets or your CRM. When you need a quote, contract, invoice or report, it is generated with the right details and your branding. We add checks that catch missing fields. You receive the templates and the working setup. Two revision rounds are included.

Who it is for: Businesses that retype the same details into proposals, contracts and invoices.

What's included

✓Template library for proposals, contracts, invoices and reports
✓Data pull from spreadsheets or your CRM
✓Branded formatting (fonts, logos, colors)
✓Version control for templates
✓Basic checks for missing fields
✓Two revision rounds on the delivered work

What you receive

→Document templates
→Working generation setup
→Brief how-to guide

Not included

·Legal review of contract wording
·Integrations beyond basic API access
·Ongoing template updates or redesign

About this service

Do you write the contracts?

No. You supply the contract text; we automate filling it in. Have your lawyer review the wording.

Where does the data come from?

From spreadsheets or your CRM, as agreed at the start.

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