Document automation use cases

What will you automate first?

Automate the documents your business creates every day.
Build workflows that collect data, generate polished Word or PDF documents from your templates, and deliver them automatically - from proposals and invoices to onboarding documents and certificates.

By use case

Start from the document you create most often.

Proposals & engagement lettersClient-ready proposals from a form or your CRMLearn moreInvoices & quotesBranded invoices and quotes, numbers done for youLearn moreHR onboarding documentsOffer letters and onboarding packs on autopilotLearn moreCertificate generationPersonalized certificates, one or a thousand at a timeLearn moreLabels & shipping documentsPacking slips and barcode labels straight from your dataLearn more

By industry

See how firms like yours put document automation to work.

Law firmsEngagement letters, NDAs, and client paperworkLearn moreReal estateLeases, offers, and disclosures at deal speedLearn moreAccountingEngagement letters and client reports in bulkLearn more

Your use case not listed?

If your process uses Word documents and needs data filled in, TemplateDocs can automate it. Upload a template and see for yourself.

Get startedFree plan available - no credit card required