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Features
Create
Document generation
Word and PDF documents from your own templates
Online forms
Forms that collect data and create documents
Automate
Automation workflows
Visual workflows that generate, deliver, store, and connect
API & webhooks
Document automation from your own code
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Use Cases
By use case
Proposals & engagement letters
Client-ready proposals from a form or your CRM
Invoices & quotes
Branded invoices and quotes, numbers done for you
HR onboarding documents
Offer letters and onboarding packs on autopilot
Certificate generation
Personalized certificates, one or a thousand at a time
Labels & shipping documents
Packing slips and barcode labels straight from your data
Report generation
Recurring reports with native charts from your data
By industry
Law firms
Engagement letters, NDAs, and client paperwork
Real estate
Leases, offers, and disclosures at deal speed
Accounting
Engagement letters and client reports in bulk
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Pricing
Resources
Resources
Documentation
Getting started, guides and reference
Example templates
Ready-made templates to try and adapt
Free tools
Convert Word to PDF, PDF to image, and more
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