Document Generation
Proposals, quotes, contracts, reports. Generated from your CRM, your intake forms, your templates. The output reads like your team wrote it. Your branding, your structure, your voice.
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Live workflow
Hover or tap each step to see how raw inputs become a polished, branded document.
The Challenge
The proposal you wrote last Tuesday is 80% the same as the one you are writing now. Same scope structure, same terms, same pricing logic, same closing paragraph. The only thing that changed is the client name and a few specifics.
But the founder still spends two hours on it. The admin copies numbers from the CRM into a Word file. The brand polish gets dropped because nobody had time. By the third revision, the doc looks like three different people wrote it. Because they did.
Templates help. But templates do not pull live data. They do not write context. They do not adapt the scope section based on what the client actually said in the intake call. They sit in a folder, half filled out, until someone has time.
You do not need another template. You need a draft on your desk before you finish your coffee.
The Solution
We build agents that pull data from your stack, choose the right template, and draft a finished doc in minutes. You review, tweak, send. No more blank page.
Forms or CRM triggers that capture exactly what the doc needs. Conditional logic adapts the questions to the service. Nothing missing. Nothing extra.
We codify your existing docs into reusable templates. Your scope sections, your terms, your pricing tables. The agent picks the right one and fills the gaps.
The agent is trained on your past docs so the output reads like your team. Same phrasing, same structure, same tone. Not generic AI sludge.
Data flows in from Drive, Notion, Stripe, your CRM, your project tools. Output goes out to Google Docs, Word, PDF, or straight to DocuSign for signing.
How it works
Your tools, your team, your bottlenecks, in your words. We look at the docs you write most often and find the patterns. Five minutes in, we know what to automate first.
We pull a sample of your past proposals, contracts, or reports. Common sections, language, and structure get codified into templates the agent can use.
We build the intake side. Forms, CRM hooks, Stripe events, whatever triggers the doc. Every input the agent needs is captured before drafting starts.
The agent learns your house style from real examples. Drafts get reviewed against the original docs until they are indistinguishable from your team's work.
Drafts land in Google Docs, Word, or PDF. We wire in DocuSign or PandaDoc for signing if you want it. Final docs sync back to your CRM and Drive.
You start drafting in minutes. We watch the first batch with you, tune what needs tuning, and add new templates as new doc types come up.
Use cases
Anything that follows a pattern. Most clients start with proposals or quotes and grow from there.
"We went from one custom proposal a day to five. Same team, same standards. The agent does the heavy lifting and I just polish. Closed two extra deals last month from sheer speed."
Before and after
| Metric | Before | After |
|---|---|---|
| Time per proposal | 3 to 4 hours | 10 to 15 minutes |
| Time to send after meeting | 2 to 5 days | Same day |
| Brand consistency | Drifts over time | Locked in |
| Data accuracy | Copy paste errors | Pulled live |
| Volume per week | 3 to 5 | 15 to 25 |
| Founder hours on docs | 10 plus per week | Under 2 |
Book a free AI audit. Bring your three most common documents. We will show you exactly what could be drafted for you in minutes.
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