Document Automation Hub
Proposals and contracts generate themselves. E-signatures included.
Stop copy-pasting client details into templates. Your CRM data flows directly into professional documents. Proposals, contracts, SOWs: all generated automatically, sent for signature, and filed when complete. Create in minutes what used to take hours.
✓ Live in 3 weeks ✓ E-signatures included ✓ Fixed pricing
Sound familiar?
These document headaches slow down every deal.
Copy-paste nightmare
Every proposal means copying client names, project details, and pricing from your CRM into a Word template. Error-prone and tedious.
Hours per proposal
A professional proposal takes 1-2 hours. Do five per week and you’ve lost a full day to document creation.
Version chaos
v1, v2, final, final-v2, FINAL-FINAL. Finding the right version, tracking signatures, filing completed docs… chaos.
Here's how we fix it
We connect your CRM to professional templates. One click generates complete documents with all client details filled in. Send for signature, track progress, file automatically.
One-click document generation
CRM data flows into templates automatically. Client name, project scope, pricing: all populated instantly.
E-signatures built in
Documents go out for signature immediately. Clients sign on any device. You get notified when complete.
CRM status updates
When a contract is signed, your CRM updates automatically. Deal moves to won. No manual entry.
Automatic filing
Signed documents go to Google Drive, Dropbox, or SharePoint. Organised by client. No more searching.
Live in 3 weeks. Creating documents in minutes from week 4.
Here’s how we get you there.
Discovery Call
30 minutes. We review your current templates and CRM data structure.
Template Design
We convert your documents to smart templates with dynamic fields.
Integration Setup
Connect to your CRM, e-signature, and storage. Test the full flow.
Go Live
Start generating documents. We monitor and refine as needed.
Transparent Pricing
Know exactly what you’re paying. No surprises.
Document Automation Hub
Everything you need for automated document creation
/month
+ €3,500 one-time setup
- Up to 10 document templates
- CRM integration (HubSpot, Pipedrive, etc.)
- E-signature integration (DocuSign, HelloSign)
- One-click generation from CRM
- Automatic filing (Drive, Dropbox, SharePoint)
- Signature tracking and reminders
- CRM status updates on signing
- Unlimited documents generated
estimated annual value
12-month minimum commitment
What's Included in the Price
Setup fee covers:
- Discovery and requirements gathering.
- Template design and conversion. (up to 10)
- CRM integration setup.
- E-signature platform integration.
- Cloud storage connection.
- Testing and quality assurance.
- Team training session.
Monthly fee covers:
- Hosting and infrastructure.
- Bug fixes and maintenance.
- Template modifications.
- Email support.
- Monthly usage reports.
💡 Save with a bundle:
Combine with Invoice Automation and Smart Appointments in our Operations Foundation Bundle and save 14%.
Connects to your existing tools
Your CRM, signature platform, and storage work together seamlessly.
Don’t see your tool? Ask us — we can probably connect it.
Is this right for you?
✅ This is for you if…
- You create 10+ proposals/contracts per month
- Document creation takes hours of your team's time
- You use a CRM with client/deal data
- You need professional, consistent documents
- Signature tracking is currently manual
❌ This might not be for you if…
- You send fewer than 5 documents per month
- Every document is completely unique (no templates)
- You don't use a CRM yet
- You prefer pen-and-paper signatures
What our clients say
Questions about Document Automation
Can I customise the document templates?
Yes. We start with your existing templates or create new ones. Your branding, your structure, your terms. We just make them smart with dynamic fields.
What file formats can you generate?
PDF is most common for client-facing documents. We can also generate Word docs if you need editable versions for internal review.
What about complex pricing tables?
Handled. We can pull line items, quantities, and pricing from your CRM. Calculations happen automatically. Totals update as line items change.
Are e-signatures legally binding?
Yes. DocuSign, HelloSign, and similar platforms meet eIDAS standards in Europe and are legally equivalent to handwritten signatures for most business purposes.
Can multiple people sign one document?
Yes. We can set up signature workflows with multiple signers, specific signing orders, and different signature fields for each party.
What if I need more than 10 templates?
Additional templates are €200 each to set up. Most businesses find 5-10 covers their needs (proposal, contract, SOW, NDA, etc.).
Works great with...
FINANCE
Invoice & Cash Flow Automation
Automate invoicing, reminders, and payment tracking. Get paid faster without chasing.
€499/month
OPERATIONS
Smart Appointment System
From signed contract to first meeting: all automated. Clients book themselves.
€399/month
SALES
Lead Capture & Nurture
Capture and qualify leads automatically. Turn website visitors into booked meetings.
€599/month
Ready to create documents in minutes?
Book a 30-minute assessment to see if it’s a good match. We’ll show you exactly how Document Automation would work for your business.
No commitment. No sales pressure. Just a straightforward conversation.
faster document creation
proposal generation (was 2 hours)
average annual value