Generate the paperwork, get it signed, and track approvals down to the detail.
← All capabilitiesGenerating contracts, certificates and reports by hand slows down every job and invites errors. Chasing signatures by email creates delays and leaves no clear record of who approved what, which becomes a real problem the moment a dispute or audit arrives.
A construction or trade contractor generates a new quote, contract and certificate for every job, then emails it and waits for a signature. Nobody has a clear view of what's outstanding until a dispute forces a search through old emails. We would generate each document from job data automatically, route it through e-signature, and track every approval in one place.
A membership or insurance organisation issues completion certificates and policy documents to every qualifying member, each one formatted by hand from a spreadsheet or case file. Staff spend hours reformatting the same document with small changes. We would generate every certificate and policy document straight from the underlying record, correct the first time, with no one touching a template.
A logistics or freight operator prints manifests, labels and credit notes for every shipment, often adjusted by hand at the depot before a truck leaves. A mistake on a label means a parcel goes to the wrong place. We would generate manifests, barcoded labels and credit notes as PDFs from shipment data, correct and ready before the truck is loaded.
We start with the document itself: what data it needs, who has to approve it, and where it has to end up. Then we automate the generation, add e-signature where a real signature is legally needed, and keep an audit trail of every version and approval.
We've built this across five engagements spanning construction, insurance, legal and logistics.
A 20-minute fit call with one of our engineers. We'll tell you whether what you're asking for is a 6-week or 6-month shape, before you commit.
Book a 20-min fit call →