From data to deliverable in minutes. Give the agent structured inputs—deal terms, project specs, client details—and receive polished, brand-compliant documents ready for stakeholders.
"We have templates, but nobody uses them correctly. Every document looks different, and I spend half my time fixing formatting instead of closing deals."
Give the agent what varies. It handles the rest—formatting, compliance, assembly.
Your approved templates become living documents. The agent knows which sections are required, which are optional, and how to assemble them based on deal type.
Pull client details from CRM, project specs from PM tools, pricing from your rate cards. No manual data entry. No transcription errors.
Every document matches your brand guidelines—fonts, colors, logos, formatting. Automatically. Every time. No exceptions.
From contracts to presentations, the agent handles your most common document workflows.
MSAs, SOWs, NDAs, service agreements with pre-approved terms and conditional clauses.
Sales proposals, pricing quotes, RFP responses with dynamic pricing and scope sections.
Executive summaries, board reports, project status updates from structured data inputs.
Client decks, internal reviews, pitch presentations with consistent branding and layouts.
Offer letters, performance reviews, policy acknowledgments with employee-specific details.
Audit reports, regulatory filings, compliance certifications with required disclosures.
Assessment reports, recommendation memos, project documentation for client handoff.
Policy updates, announcement memos, meeting summaries with standard formatting.
Describe what you need in plain language or select from document types and fill in key fields.
The agent selects the right template, pulls data from connected systems, and assembles the document.
Preview the draft, request changes in natural language, and iterate until it's right.
Download as Word, PDF, or PowerPoint. Send directly to stakeholders or push to your document system.
Include or exclude sections based on deal type, client tier, or jurisdiction. The agent applies your business rules automatically.
Generate documents in multiple languages while maintaining legal accuracy and brand consistency across regions.
Every generated document is versioned and tracked. Know exactly what was sent, when, and to whom.
Route documents for review based on value thresholds, document type, or custom rules. Integrates with your existing approval processes.
Compute totals, apply discounts, calculate timelines based on your pricing models and project parameters.
Pre-approved legal language at your fingertips. The agent selects appropriate clauses based on context and risk profile.
Generate proposals, quotes, and contracts in minutes instead of hours. Close deals faster with professional, accurate documents every time.
Automate routine contract generation while maintaining control over terms. Focus legal review on exceptions, not boilerplate.
Create SOWs, project charters, and status reports from project data. Keep documentation current without manual updates.
Generate offer letters, employment agreements, and policy documents with employee-specific terms automatically populated.
Produce board reports, investor updates, and financial summaries from your data systems without manual formatting.
Scale client deliverable production without scaling headcount. Maintain quality and consistency across engagements.
Your templates, data, and documents stay in your control.
Only authorized users can modify master templates. Changes are versioned and auditable.
Client data is never mixed. Each document generation uses only authorized data sources.
Every document generated, every edit made, every approval given is logged and traceable.
Deploy the Document Generation Agent on your infrastructure. Your templates, your data, your brand—automated and compliant.
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