Automated proposal, contract and report generation from your CRM data and templates
Automated proposal, contract and report generation from your templates and CRM data. A sales rep picks a deal and the system builds the document with the right prices, company details and terms. Every document is checked before it goes out.
What hurts
A sales rep spends an hour or two on each proposal. They copy an old file, change the client name and hunt for current prices. Sometimes another client name or an old price survives in the final PDF.
Contracts are assembled from a template by hand. Legal reviews every one because nobody is sure the rep did not break something. Deals wait days for a signature.
Monthly reports for clients or management are pulled together from several systems. An analyst spends days on it, and the numbers still need checking.
What we build
- Branded templates for proposals, contracts, annexes and reports
- Data pulled from CRM, price lists, inventory and accounting
- AI-written descriptions and cover text within your guidelines
- Checks on prices, discounts, company details and mandatory clauses
- Approval rules: a discount above the limit goes to a manager
- Export to PDF and DOCX, sending for e-signature
- Each version saved on the deal record
- Scheduled client reports: figures from your systems, AI commentary and a PDF by email
What you get
- Document generator built into your CRM or as a separate web app
- Template library you can edit yourself
- Validation and approval rules
- Source code, access and documentation
- Training for sales reps and the template owner
How we measure the result
- Time to prepare a proposal or contract
- Documents sent back for correction
- Time from proposal to signed contract
- Share of documents created through the generator
Systems and stack
Industries
Questions
How much does document generation cost?
From $5,000. The price depends on the number of templates, data sources and approval rules. A proposal generator on one CRM costs less than a system with contracts, annexes and reports from several systems.
Which CRMs do you support?
HubSpot, Pipedrive, Kommo and custom CRMs through their API. Prices can come from Odoo, SAP or another ERP. For e-signature we connect the provider you already use, if it has an API.
Can the AI invent contract terms?
AI sometimes makes mistakes, so legal clauses only come from approved templates. AI writes descriptions and cover text, while prices and company details come from data. A pre-send check catches mismatches.
Can we edit templates ourselves?
Yes. Templates are edited in familiar DOCX or in a simple editor. We train the person responsible and explain which fields are mandatory so that the checks keep working.
How long does it take?
Usually 3–6 weeks. You see the first working template in a demo early in the build. Then we add other documents and approval rules week by week.
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Describe the task. The first call is with the founder.
We reply within one business day. 30 minutes to tell you whether it is worth doing and what it costs.