Automating Invoices, Contracts, and Paperwork
How much time do you spend creating the same types of documents over and over? Copying client info into proposals, generating invoices, filling out the same contract template? That time adds up - and mistakes creep in.
Document Generation From Templates
The idea is simple: create a template once, then automatically fill in the details for each client or project. Tools like PandaDoc, Proposify, or even Google Docs with automation can:
- Pull client info from your CRM automatically
- Calculate pricing based on selections or formulas
- Generate professional PDFs
- Track when documents are opened and signed
Common Automations
Proposals. Client requests a quote → proposal generates with their info and relevant pricing → they can accept and sign electronically → you get notified and a project is created.
Invoices. Project completed → invoice generates automatically from project data → sent to client → payment tracked → reminders sent if overdue.
Contracts. Deal closed → contract generates with correct terms → sent for signature → signed copy filed automatically → onboarding workflow triggers.
Processing Incoming Documents
It's not just about creating documents - you can automate handling documents you receive:
- Receipts emailed to a specific address → automatically categorized and filed
- Signed contracts → automatically extracted data updated in your systems
- Vendor invoices → routed for approval and added to accounting
Part of the Whole
Document automation works best when connected to your CRM, workflows, and data systems. The goal is documents that create themselves from data that already exists.
When to Get Help
If you're sending more than a few proposals or invoices a month, automation probably pays for itself quickly. We can help you set up a system that matches your exact process.
Tired of paperwork? We can automate your document workflows so you can focus on actual work. Let's talk.