We transform manual paperwork into efficient digital workflows, automating document generation, contract management, and approval processes to accelerate business cycles while maintaining compliance standards.
Our document and contract automation solutions eliminate time-consuming manual document creation by automatically generating customized documents at scale. From tax receipts for non-profits to AI-powered proposals for consulting firms, we design systems that pull data from your CRM, apply intelligent logic, and produce polished documents using tools like Conga, PDF Butler, PandaDoc, and cost-effective solutions like Google Doc Mail Merge.
Generate hundreds or thousands of personalized documents with a single action. Perfect for non-profit organizations creating year-end tax receipts, membership confirmations, or donor acknowledgment letters. We connect your CRM or database to document templates, automatically populate merge fields with donor information, donation amounts, and custom details, then batch-create professional documents ready for distribution. This approach transforms hours of manual work into minutes of automated processing.
Transform your sales process with intelligent proposal generation. We create systems where your team fills out a simple form with client pain points, requirements, and meeting notes. Our solution then leverages AI to analyze meeting transcriptions and recordings, automatically drafting customized proposal content that addresses specific client needs. The system populates merge fields in your branded templates with pricing, timelines, and solutions—producing client-ready proposals in a fraction of the time traditional methods require.
We select the right document automation tool based on your needs and budget. For enterprise organizations, we implement robust platforms like Conga or PDF Butler that integrate seamlessly with Salesforce. For mid-market firms, PandaDoc provides excellent e-signature and tracking capabilities. For cost-conscious organizations or those with simpler needs, Google Doc Mail Merge offers a surprisingly powerful and economical solution. We'll recommend the best fit for your use case, volume requirements, and technical environment.
Our document automation implementation process ensures your solution is precisely tailored to your document workflows and business requirements. We take time to understand your document types, data sources, approval processes, and distribution methods before building anything. This thorough approach results in automation that truly fits your organization and delivers immediate time savings while maintaining document quality and compliance standards.
We begin by reviewing your current document templates, understanding what data needs to be populated, and identifying your data sources (CRM, spreadsheets, databases). We examine sample documents to map out all merge fields, conditional logic requirements, and formatting needs. Through stakeholder interviews, we document approval workflows, distribution channels, and compliance requirements. This discovery phase ensures we fully understand your document ecosystem before recommending the optimal automation approach and toolset.
We design or refine your document templates with properly configured merge fields, conditional sections, and formatting. Then we build the automation system—connecting your data source to the chosen document generation tool (Conga, PDF Butler, PandaDoc, or Google Doc Mail Merge), configuring triggers and workflows, setting up any AI components for intelligent content generation, and implementing approval or e-signature processes if needed. For proposal systems, we create intake forms and integrate meeting transcription AI to auto-populate context.
We thoroughly test the document automation with real data to verify all merge fields populate correctly, conditional logic works as intended, and documents match your quality standards. We test edge cases, validate formatting across different scenarios, and ensure error handling works properly. Once testing is complete, we provide training to your team on how to trigger document generation, monitor the process, and handle any exceptions. After launch, we provide support during the initial production period to ensure smooth adoption and address any refinements needed.
Looking for additional services? Sineva offers a wide range of digital solutions tailored to meet your business needs. Discover our other services to help you grow and succeed in the digital world.
