By hand
- Open an old file and save a copy
- Retype the name, date, amount and details
- Find the client’s email and send it
- Later, check whether the email arrived
ServicesBusiness automationDocuments from templates
Documents fill themselves
Documents fill themselves
Document automation for small business: a contract, delivery note or completion certificate is filled from request data using your template and emailed to the client. No retyping fields by hand.
- Every project is tailored
- Templates and data are yours
Just write, and I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
documents without retyping
Who template-based documents are for
In a small business, the document workflow usually goes like this: a request comes in, you open an old contract, change the name, date and amount, save it under a new name and hunt for the client’s email. Automation does this for you: the request data drops into your template, and the finished document is emailed to the client.
It fits if you draw up the same documents every day or every week: contracts with new clients, delivery notes for shipments, completion certificates after a job is done. You don’t need a separate document app: the automation connects to the CRM you already use, or to the Google Sheet where your requests land.
The automation doesn’t decide deal terms for you. Together we decide where your word is needed, and at those points it stops and waits for you.
Gordey Fisun · updated
by hand vs from a template
One document, two ways
The same completion certificate after a job: by hand and with automation.
On its own
- A request comes in, and the document is already drawn up
- Fields are filled from the request data
- The client gets the email, you get a notification
- Didn’t arrive? The automation tells you
where the data comes from
Electronic document workflow: how it works
You don’t have to install new software: it all runs on what you already use.
Data from what you already have
Fields are filled from a website request, your CRM or a Google Sheet. If an email or voice message comes in instead of a form, AI sorts it into fields.
Your template
I take your contract or certificate as is, with your wording and business details. No getting used to someone else’s form.
Your CRM stays yours
No need to switch CRMs: the automation connects to the one you already work in. If you have no CRM, documents are built from your requests sheet.
Judgment calls are yours
Together we decide where the automation stops and waits for your word. For example, when a request is missing an amount or business details.
Everything on your accounts
Templates, access and data are yours from day one. You get a project passport and an hour of training so you can change templates yourself.
with every request
Document automation: what’s included
A document from request data
Name, phone, service, amount and date are taken from the request and drop into the right spots in your contract, delivery note or certificate. Nothing to copy by hand.
Edit the template once
Details or a term changed? Edit the template in one place, and the next documents follow the new version. No rewriting each file separately.
The email sends itself
As soon as a document is ready, it goes to the client’s email, and you get a short Telegram message: what was sent and to whom.
Failures don’t stay silent
An email didn’t arrive? The automation tries again and lets you know. You hear about a failure before the client asks where the document is.
Live demo
Watch a lead go through on its own
The demo runs on real code. Send a request and see where it lands and who finds out.
from template to email
How documents start filling themselves
I need the templates you work with now.
You show your templates
You send the contract, delivery note or certificate you fill in now. Together we mark where each field comes from.
Mapping the route
I map the document’s route: request, template, finished file, email to the client. You see every step before launch.
Testing on real requests
Documents are built alongside your manual ones until they match down to the last comma.
Launch and access
I switch it on, hand over the keys on your accounts and show you how to change a template yourself.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- Money back if it’s not what we agreedIf the scope isn’t what we agreed, I refund that stage. No arguments.
- I fix my own bugs for 6 months at no cost
- Critical issues get a response within a day
- Code, domain and data are yours from day one
Questions
Questions about document automation
What does document automation do for a small business?
Contracts, delivery notes and completion certificates are filled from request data using your template and emailed to the client. You don’t retype the same fields by hand or keep track of whether a document was sent.
Do I need a separate CRM system for document management?
You don’t need a separate CRM for documents. The automation connects to the CRM you already use, or to the Google Sheet where your requests land, and documents are built from there.
Which documents can be filled from a template?
Any document that repeats: a contract, a delivery note, a completion certificate. If a document differs each time only by name, date, amount or list of services, it can be filled automatically.
What should I prepare before we talk about document automation?
For the first conversation, all you need is the document templates you use now and a word on where the data comes from: website, CRM, spreadsheet or email.
What happens if a request is missing data for a document?
Together we decide where the automation doesn’t act on its own, for example when the amount or business details are missing. There it stops and hands things over to you, and the log shows what ran and when.