Module

Documents

Document generation from your data: Excel, Word and PDF, with versioned templates.

What it does for you

From data to deliverable in one click

Define the template once; the agent fills it with live data from your modules.

Excel with formulas, Word with corporate formatting, PDF ready for signature.

Every document tied to its customer, project or quote — search included.

Change history and regeneration whenever the data is updated.

Book a demo focused on this module.