RPA Automation · Documents

Close faster.
Do less admin.

Invoices, contracts, and NDAs auto-generated from CRM data and routed for e-signature — so paperwork never slows down a closing deal.

Auto-generatedE-signature readyZero formatting

How it works

See it work, step by step

Click through each stage to see exactly how this automation runs — start to finish.

Trigger

Generate

Route

Sync

Deal moved to "Closing"

CRM deal data

Invoice + contract ready

Document

Sent for signature

100%

of paperwork filed automatically

Audit-ready by default

Step 01 of 04

A deal reaches the right stage

When an opportunity moves to 'closing' in your CRM, the bot kicks off automatically — no one has to remember to start the paperwork.

Triggered by a CRM stage change

Works for invoices, contracts & NDAs

Step 02 of 04

Documents build from CRM data

Client name, pricing, terms, and dates are pulled straight from the deal record into a branded template — accurate, consistent, and zero retyping.

Pulls live data from the deal record

No copy-paste, no version mistakes

Step 03 of 04

It's sent for e-signature

The document is routed to the client through DocuSign or Adobe Sign automatically, with reminders built in so it doesn't sit unsigned.

DocuSign & Adobe Sign integration

Automatic follow-up reminders

Step 04 of 04

Signed copies sync back

Once signed, the completed document is filed against the deal and the stage updates — so your records are always complete and audit-ready.

Signed docs attached to the CRM record

Deal stage updates automatically

Why it matters

What you get out of it

Deals close sooner

Paperwork is ready the moment a deal is — no waiting on manual drafting.

Fewer errors

Pulling from one source of truth means no mismatched names, prices, or terms.

Always organized

Every signed document filed against its deal — no hunting through email threads.

Close faster.Do less admin.