PLATFORM / DOCUMENT GENERATION
Statements, quotes, service reports, the official form somebody fills in by hand every month. Same letterhead, same wording. The numbers come from your systems instead of being retyped.
Get your agent{{ foot }} · the file you sent is the file we use
WHAT GETS BUILT
Nobody opens the template and types into it. Values are gathered from where they live, dropped into your file, and the result goes where it should.
What each customer used, priced and totalled, in the statement you send today.
monthly · one per customerBuilt from your price list and what is on the deal, then put back on the deal as a PDF.
when a deal reaches quotingCounterparty details filled in, your terms untouched, ready for the signing service.
from a record, not from scratchWhat the technician filled in on a phone, turned into the report your customer expects.
when the form is submittedReporting that has to look exactly the way it has for years, filled from data you already keep.
the one nobody wanted to doThe numbers somebody assembles by hand every month, put together the same way every time.
first working day, 06:00AND WHATEVER ELSE YOUR COMPANY SENDS OUT
HOW IT GETS BUILT
Every other tool asks you to rebuild the document in its own editor, and from that moment the file on your disk and the one that goes out are two different things. Here the file you send us stays the file we use.
THE 4 PLACES WE FILL · WHERE THE VALUE COMES FROM
Everything else stays yours. Letterhead, wording, footer: change them any time. As long as the 4 marks stay, nothing breaks.
WHO ACTUALLY FILLS IT
A document is mostly fixed places with fixed sources, filled by plain code in under a second, at no AI cost. The agent only steps in where a rule would have to guess.
This is why a thousand documents do not cost a thousand times more. The expensive part is judgement, and most documents need none.
WHAT COMES OUT
A customer wants a PDF. An accountant wants the spreadsheet. Some office wants a form that has looked the same for twenty years.
A spreadsheet stays a spreadsheet. Formulas still calculate, the sheet still sorts, which is the whole reason they asked for Excel and not a PDF.
THE LIMITS
If a value is missing, the document does not go out with a guess in it. It stops and tells you which field, for which customer.
Nobody here decides your invoice would look better with a different heading. The layout is yours and stays exactly as you left it.
On site, the customer signs on the phone and that signature sits on the PDF with time and place. Where the law needs a qualified signature, the document goes through a signing service.