Document Workflow Automation

Pricing

What you get

Execution

• Automated document creation for proposals, contracts, estimates, or invoices
• Templates, fields, and triggers wired so documents generate from one action

Audit

• Review of documents, templates, fields, tags, CRM stages, signatures, and delivery methods
• Checks for missing fields, duplicate templates, broken merge fields, slow manual steps, and inconsistent formatting
• Issues documented with screenshots

Build

• One automated document flow for proposals, contracts, onboarding packets, or service agreements
• Triggers from forms, bookings, pipeline stages, or intake completion
• Field mapping from CRM or intake to document templates
• Signature fields added when the platform supports them
• Completed documents routed to the correct inbox or storage folder

Fix

• Old templates cleaned and merged
• Broken merge fields corrected
• Wording updated for clarity and accuracy
• Routing paths fixed and extra steps removed
• Formatting tightened so documents look clean across devices

Quality check

• Test documents generated with dummy contacts
• Field accuracy and signature flow verified
• PDF exports checked
• Delivery and storage confirmed
• Mobile and desktop rendering validated

Process

1. Short intake form gathers access, template files, required fields, and goals.
2. Build happens inside your CRM or document tool.
3. A checklist guides each step to avoid missed details.
4. You receive a short report with before and after screenshots and the improvement list.

Best fit platforms

• GoHighLevel
• PandaDoc
• Docusign
• HubSpot
• Zoho

Other tools work if they support templates, merge fields, and simple triggers.