Document and report generation

Stop writing the same documentfrom scratch every time.

Proposal, contract, listing copy, monthly report: we build the template once and bind the empty fields to the records in your own systems. The draft reaches you in minutes, and the decision to sign and send stays with you.

Book a discovery call See the documents produced

Where documents feed from

Google Drive
HubSpot
Google Sheets
Notion
Airtable
PostgreSQL
Word and PDF

How it is built

From the moment the template is builtto the moment the document is signed.

The first job is counting how many times a month you write each document. Then we build the template pool and bind every empty field, writing down which record fills it. Last, we start measuring how long a document takes to prepare.

Step 1 · We map the templatesWhich document do you write, and how often?

Step 2 · The template pool is builtFields are bound to a source.

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Price list 2026Table1.284 answers

How much is the build fee?“The build fee changes with the breadth of the scope, and it is given in writing in the discovery report.”Is there a monthly subscription?“Maintenance and monitoring run on a separate agreement; if you do not want it, the build is handed over.”Is there a second-site discount?“On a two-site build a discount applies to the total.”

Step 3 · It is measured and growsPreparation time becomes a number.

What it can do

It prepares the documentand leaves the signature to you.

Six modules take on the four parts of a document: template, source, approval and version. Your house language and your legal wording stay in the shape you set.

The template once, documents without limit

Proposals, contracts, listing copy, decks and monthly reports come from the same template pool. When a template changes, every new document uses the new version and anything already signed stays as it is.

The numbers come from the system

Price, quantity, date and client details are read from your CRM and spreadsheets rather than typed in. If the source record changes, a regenerated document carries the new value.

Approval and version history

The draft lands in an approval queue first; who approved it, when, and which version they signed all go on the record. The old version is not deleted, it sits alongside the new one.

Missing information is flagged

If a template field has no match in the source, the system does not write a guess. It leaves the field empty and marks who should fill it.

House language is preserved

Price wording, titles, legal notices and signature blocks are written in the form you set. The model cannot step outside those patterns.

Where the document goes

The finished document is written to a Drive folder, attached to the relevant CRM record and dropped into the signing flow. Which document goes where is set by you during the build.

Every document type

You start with one template,and the pool grows over time.

In the first build we set up the three documents you write most. A fourth type does not need a new build; one more template joins the same pool and uses the same approval path.

The template is built once
The data is read from your system
A person always signs

Ask for a sample document

Frequently asked

Document and report generationFrequently asked questions

No. The system prepares the draft and puts it in the approval queue. The decision to sign and send is always made by a person. If you use a signing flow, the draft goes straight into it, and you are still the one who signs.

No. We take the Word or Drive templates you use today as they are. The only thing that changes is that the empty fields fill from the source system rather than by hand.

From your own systems: the CRM record, the price list, the operations tables, the accounting output. A number with no match in those sources is not written into the document; the field stays empty and is flagged.

The system reads only from the sources we connected and marks every field it read with its source. The check happens on one screen in front of the approver, with the origin of each number written next to it.

Nothing. Every document carries the template version it was produced with; the new version applies only to documents produced from then on. Retroactive regeneration runs only if you ask for it.

On your own infrastructure: in your Drive folder, on your CRM record or on your own server. Your documents are not used to train models.

We suggest starting with the three you write most. Once the pool is running, adding a fourth template takes days.

Discovery takes a week. In that week we work out the three documents you write most and which record fills each field. The first live workflow opens within 4-8 weeks; the range depends on the number of templates, the source systems and the approval rules. Your own timeline is written into the discovery report.

Two things are measured during discovery week: how long a document takes to prepare on average, and how many rounds of correction it goes through before signing. Both are measured again after the pool opens. The number of documents produced outside an approved template is zero, and the version and date sit on every document's record.

Documents produced

Which document feeds from where,and who approves it.

The source and approval path for each document type is written separately. A contract and a listing text do not come out under the same rule: one waits for legal approval, the other for the content owner's.