The Document Generation Agent
From data to deliverable in minutes. Give the agent structured inputs like deal terms, project specs, and client details, and receive polished, brand-compliant documents ready for stakeholders.
Document Generation Agent
Your templates, automated
Document creation is a hidden time sink
Your best people spend hours formatting instead of thinking.
Every proposal starts from scratch or from an outdated template someone saved locally.
Copy-paste errors slip through: wrong client names, old pricing, stale terms.
Brand compliance is a constant battle across teams and offices.
Contracts sit in queues while legal reviews boilerplate they've approved 100 times.
Version control chaos: which SOW did we actually send?
complex proposal or contract
"We have templates, but nobody uses them correctly. Every document looks different, and I spend half my time fixing formatting instead of closing deals."
Structured inputs. Polished outputs.
Give the agent what varies. It handles the rest: formatting, compliance, assembly.
Template Intelligence
Your approved templates become living documents. The agent knows which sections are required, which are optional, and how to assemble them based on deal type.
Data-Driven Population
Pull client details from CRM, project specs from PM tools, pricing from your rate cards. No manual data entry. No transcription errors.
Brand Enforcement
Every document matches your brand guidelines: fonts, colors, logos, formatting. Automatically. Every time. No exceptions.
What this agent generates
From contracts to presentations, the agent handles your most common document workflows.
Contracts & Agreements
MSAs, SOWs, NDAs, service agreements with pre-approved terms and conditional clauses.
Proposals & Quotes
Sales proposals, pricing quotes, RFP responses with dynamic pricing and scope sections.
Reports & Briefs
Executive summaries, board reports, project status updates from structured data inputs.
Presentations
Client decks, internal reviews, pitch presentations with consistent branding and layouts.
HR Documents
Offer letters, performance reviews, policy acknowledgments with employee-specific details.
Compliance Documents
Audit reports, regulatory filings, compliance certifications with required disclosures.
Client Deliverables
Assessment reports, recommendation memos, project documentation for client handoff.
Internal Memos
Policy updates, announcement memos, meeting summaries with standard formatting.
From request to deliverable
Four steps from requirements to polished document.
Specify Requirements
Describe what you need in plain language or select from document types and fill in key fields.
Agent Assembles
The agent selects the right template, pulls data from connected systems, and assembles the document.
Review & Refine
Preview the draft, request changes in natural language, and iterate until it's right.
Export & Deliver
Download as Word, PDF, or PowerPoint. Send directly to stakeholders or push to your document system.
What this agent delivers
Enterprise-grade document automation.
Conditional Logic
Include or exclude sections based on deal type, client tier, or jurisdiction. The agent applies your business rules automatically.
Multi-Language Support
Generate documents in multiple languages while maintaining legal accuracy and brand consistency across regions.
Version Control
Every generated document is versioned and tracked. Know exactly what was sent, when, and to whom.
Approval Workflows
Route documents for review based on value thresholds, document type, or custom rules. Integrates with your existing processes.
Dynamic Calculations
Compute totals, apply discounts, calculate timelines based on your pricing models and project parameters.
Clause Library
Pre-approved legal language at your fingertips. The agent selects appropriate clauses based on context and risk profile.
Who uses the Document Generation Agent
Teams across the enterprise accelerate document workflows.
Sales Teams
Generate proposals, quotes, and contracts in minutes instead of hours. Close deals faster with professional, accurate documents every time.
Legal & Contracts
Automate routine contract generation while maintaining control over terms. Focus legal review on exceptions, not boilerplate.
Project Managers
Create SOWs, project charters, and status reports from project data. Keep documentation current without manual updates.
Human Resources
Generate offer letters, employment agreements, and policy documents with employee-specific terms automatically populated.
Finance Teams
Produce board reports, investor updates, and financial summaries from your data systems without manual formatting.
Consulting & Services
Scale client deliverable production without scaling headcount. Maintain quality and consistency across engagements.
Connects to your systems
Pull data from sources and push documents to destinations.
Enterprise-grade governance
Your templates, data, and documents stay in your control.
Template Control
Only authorized users can modify master templates. Changes are versioned and auditable.
Data Isolation
Client data is never mixed. Each document generation uses only authorized data sources.
Complete Audit Trail
Every document generated, every edit made, every approval given is logged and traceable.
Documents at the speed of business
Deploy the Document Generation Agent on your infrastructure. Your templates, your data, your brand: automated and compliant.