Automatically generate contracts, offers & documents
Transform hours of paperwork into minutes. Generate error-free documents while your team focuses on what matters.
Deal moves to Stage "Offer Ready."
Generate document based on Offer template.
Automatically send the offer for E-signature to the client.
Notify sales and legal team about document status.
Are you..
Still copying and pasting to create new contracts?
Worried about mistakes in your critical documents?
Need to speed up your contract and offer generation process?
Ready to transform your document creation process?
Tired of spending hours manually creating repetitive documents?
If the answer is “Yes” to any of the above, you are in the right place.
What is document automation?
Document automation is the process of automatically creating, customizing, and managing documents using predefined templates and workflows, eliminating manual effort and ensuring accuracy.
Here's what it typically includes:
- Generates custom contracts and offers
- Automates document workflows
- Ensures data consistency
- Manages document versions
How can document automation help you?
Save countless hours
Transform manual document creation into an instant, automated process that takes minutes instead of hours.
Eliminate human errors
Ensure accuracy and consistency across all documents with automated data entry and standardized templates.
Enhance compliance
Maintain up-to-date legal requirements and company policies automatically in all your documents.
Improve collaboration
Enable teams to work efficiently with automated routing, approvals, and version control.
Accelerate business processes
Speed up deal closures and agreements with instant document generation and e-signatures.
Boost customer experience
Deliver professional, error-free documents quickly to improve client satisfaction and trust.
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
Clients
Automations
Years of experience
Contracts & documents automation use-cases
From e-signatures to contract tracking, these use cases make document handling faster and more efficient.
Sales Contracts & Proposals
Generate professional sales contracts and proposals in minutes. Pull data from your CRM, automatically populate terms, and send for signature—all without manual input.
A new deal is created in the CRM.
Pull client details and deal terms to create a pre-filled contract or proposal.
Email the contract to the client for review and signature.
Alert the sales team that the contract has been signed.
Employment Agreements
Create customized offer letters and employment contracts automatically. Insert role-specific details, compensation packages, and legal requirements with perfect accuracy.
A new employee record is added.
Generate a personalized offer letter.
Send the agreement for e-signature
Inform HR that the agreement is signed and ready for onboarding.
Legal Documents
Automate NDAs, partnership agreements, and compliance documents. Keep templates up-to-date with the latest legal requirements and company policies.
A request for an NDA or partnership agreement is submitted.
Populate the template with requester details, legal clauses, and company policies.
Populate the template with requester details, legal clauses, and company policies.
Save the signed agreement in a designated folder for future reference.
Client Onboarding Forms
Transform client intake processes with automated form generation. Customize welcome packets, service agreements, and information requests based on client type.
A new client is created in the system.
Create tailored forms like welcome packets or service agreements based on client type.
Email the client with links to the forms and instructions.
Alert the onboarding team when forms are completed and submitted.
FAQs about document automation
We’ve got answers!
We prioritize your data security. All documents are handled through enterprise-grade tools with built-in encryption and access controls. We follow strict security protocols and ensure compliance with industry standards like SOC 2 and GDPR. Your sensitive information remains protected throughout the automation process.
Not at all. We handle all the technical setup and maintenance. You simply tell us your document needs and workflow requirements, and we create the automation for you using no-code tools. No technical expertise needed on your end—we take care of everything.
Absolutely! We can integrate your automated document workflows with tools you already use, like Salesforce, Microsoft 365, or Google Workspace. We'll set up the connections to pull data from your CRM, HR systems, or databases to auto-populate your documents seamlessly.
We can automate virtually any document that follows a pattern—contracts, proposals, agreements, forms, reports, and more. If you regularly create documents using standard templates or repetitive information, we can automate it. We'll analyze your current documents and suggest the best automation approach for your needs.
