Let's build templates that create themselves.
Document Generation Automation
Click a button. Proposal generates with all the client details. Contract populates with the right terms. Report compiles from live data. Professional, consistent, instant.
The Problem
Every proposal starts with copying from the last one. Find-and-replace the client name (hope you didn't miss one). Update the pricing. Fix the dates. Takes an hour for something that should take minutes.
And sometimes the old client's name still shows up. Embarrassing.
How It Works
Template Design
Your documents, your branding. We build templates that pull data from your systems.
Data Population
Client info, pricing, custom fields - everything populates automatically from your CRM or database.
Conditional Logic
Different sections for different scenarios. Enterprise vs SMB terms. Product-specific clauses. Automatic.
Output Flexibility
PDF, Word, Google Docs - whatever format you need. Send directly or save to cloud storage.
Document Types
- Proposals: Sales proposals with pricing, scope, timeline
- Contracts: Service agreements, NDAs, SOWs
- Reports: Client reports, performance summaries, analytics
- Invoices: Branded invoices from deal data
- Certificates: Completion certificates, credentials
- Letters: Welcome letters, renewal notices
Integrations
Pulls data from HubSpot, Salesforce, Pipedrive, Airtable, Google Sheets - anywhere your information lives. Outputs to Google Drive, Dropbox, or sends directly via email.
See the Math
Every solution should pay for itself. Calculate what this problem is actually costing you.
Calculate Your ROI