Document automation use case

Create Branded Quotes and Proposals by API

Generate sales documents from CRM or application data while allowing product and sales operations to control the visual template.

Create a templateOpen the quickstart

Build the workflow around structured data

Reusable structure

Standardize cover pages, scope, pricing, terms, and next steps.

Dynamic pricing tables

Render variable products, services, quantities, and supplied totals.

Account-specific branding

Bind customer details, representative information, and approved assets.

Fast template changes

Update presentation without rebuilding business calculations.

Implementation considerations

  • Calculate prices, taxes, and discounts in the source system.
  • Use staging fixtures for short and long proposals.
  • Validate required commercial terms before rendering.
  • Use async generation when documents contain many pages or remote assets.

Frequently asked questions

Can sales users edit the layout?
The visual editor can move layout ownership outside engineering. Embedded-editor requirements should be evaluated for your permission model.