Sales reps spend hours copying client details, products and prices from the CRM into proposals and quotes. With document automation, each one is created with the right prices, terms and totals.
Sales teams create documents at every stage of the pipeline. Proposals and price quotes present an offer, contracts close the deal, and sales reports track results across the team.
Each deal has its own client, products and prices, but the documents follow the same structure every time. Your team designs each template once, which makes sales documents a natural fit for automation.
Download a ready-to-use template, adapt it to your needs and generate your first sales document in minutes.
From the first quote to the signed contract, every sales document can be driven by your data.
List the products, services and prices of each offer in tables that grow automatically with your data.
Learn MoreMultiply quantities by prices and add up subtotals, discounts and totals directly in your template.
Learn MoreInclude optional products, discounts or terms only when they apply, so each proposal stays relevant.
Learn MoreAdd each client's logo or your product photos to the proposal, straight from the data you already have.
Learn MoreShow prices with the right decimals and separators for your client's locale, whatever their country.
Learn MoreAppend your brochure or terms and conditions as a static PDF at the end of every proposal you generate.
Learn MoreAdd a QR code to each quote that links to your online acceptance page, so clients can sign off in seconds.
Learn MoreShare templates with your colleagues so everyone in your sales team sends the same approved version.
Learn MoreConnect DocuGenerate to Zapier, Make, n8n or Pipedream, and a sales document is created the moment a lead is qualified, a deal moves to a new stage or an opportunity is won.
Native connectors for Bubble, Coda, Power Apps, Xano and Backendless allow your apps to generate sales documents reliably from your DocuGenerate templates.
No-Code Integrations
Muralia, the first mural marketplace in Mexico, uses the DocuGenerate API to automatically create professional quotes and invoices for mural commissions and wall rentals, with complex pricing calculations.
Questions frequently asked about automating sales documents with DocuGenerate
Get started with 20 free documents per month and our ready-to-use sales templates.
