Proposal and Document Automation

If your team is rebuilding the same proposal, quote or report by hand every time, that is a process waiting to be automated. We take your data and your rules and produce the finished branded document, ready to send.

What it covers

• Documents generated from live system data
• Your own branding, layout and templates
• Rules and logic reflecting how you actually price and scope
• Approval and version control
• Delivery, tracking and sign off