Automated document generation (quotes, contracts, invoices)

Purpose

1.1. Automate document generation for quotes, contracts, and invoices tailored for the patio enclosure wholesale industry.
1.2. Automates preparation, customization, and delivery of business documents required through client lifecycle: inquiry, sales, installation, service.
1.3. Automates data capture from CRM, ERP, or order forms and merges with document templates for compliant, branded paperwork.
1.4. Automated document approval chains, e-sign requests, and archival in internal or cloud repositories.

Trigger Conditions

2.1. New lead captured in CRM or website form triggers automated quote generation.
2.2. Sales order approved in ERP system automates contract drafting.
2.3. Job completion or invoice milestone reached automates invoice generation.
2.4. Manual initiation through web form, app, or workflow dashboard automates specific document creation.
2.5. Payment received automates receipt document delivery.

Platform Variants

3.1. Salesforce
• Feature/Setting: Document Generation (Apex, Process Builder, Flow), automate using Salesforce CPQ or DocGen tools, configure Flow to auto-generate contracts/invoices.

3.2. Microsoft Power Automate
• Feature/Setting: Automated flows, connect Dynamics 365 or SharePoint to Word/Excel Templates API for quotes/contracts/invoice generation.

3.3. DocuSign
• Feature/Setting: DocuSign eSignature API, automate sending generated documents for signature via "Envelopes::create".

3.4. Google Workspace (Docs, Sheets, Drive)
• Feature/Setting: Apps Script or API to automate document template merging and automated saving to Drive.

3.5. PandaDoc
• Feature/Setting: PandaDoc API, automate document creation with "/documents" endpoint, auto-fill with CRM/ERP data.

3.6. Zoho CRM/Zoho Creator
• Feature/Setting: Zoho Writer/AUTOMATION (deluge scripts), automate populating templates and workflow-based document generation.

3.7. QuickBooks Online
• Feature/Setting: QuickBooks API, automate invoice PDF creation and email via "/invoice/send".

3.8. HubSpot
• Feature/Setting: Workflow Automations, HubSpot Quotes/Proposals, configure trigger on deal stage change.

3.9. SAP ERP
• Feature/Setting: SAP Document Generation BAPI, automate contract/invoice creation on transaction triggers.

3.10. Xero
• Feature/Setting: Xero API automates invoice and quote document creation via "/invoices" and "/quotes" endpoints.

3.11. Adobe Acrobat Sign
• Feature/Setting: Acrobat Sign API, automate sending and tracking document sign flows.

3.12. Smartsheet
• Feature/Setting: Document Builder, automate merging sheets with templates for contract/invoice outputs.

3.13. Conga Composer
• Feature/Setting: Conga Batch/Composer API, automate scheduled or triggered document creation from Salesforce data.

3.14. Formstack Documents
• Feature/Setting: Formstack API, automate creates and delivers merged documents from any form trigger.

3.15. FreshBooks
• Feature/Setting: FreshBooks API, automate recurring invoice/estimate creation with "/estimates" and "/invoices".

3.16. Monday.com
• Feature/Setting: Automations + Docs, automatic document generation from board items via integrations.

3.17. Airtable
• Feature/Setting: Airtable Automations, automation triggers document template merge via third-party integrators.

3.18. Oracle NetSuite
• Feature/Setting: SuiteScript/SuiteTalk Web Services, automate scheduled or record-based contract/invoice document creation.

3.19. S-docs
• Feature/Setting: S-Docs API for Salesforce, configure process builder for on-demand or automatic document production.

3.20. Kofax TotalAgility
• Feature/Setting: Document Automation, configure process designer for automated document workflow assembly and delivery.

3.21. Templafy
• Feature/Setting: Centralized template management, automate user access and document population based on workflow triggers.

3.22. WebMerge
• Feature/Setting: WebMerge API, receive data POST to auto-generate PDF/Docx files upon CPQ/invoice events.

3.23. SAP Concur
• Feature/Setting: Expense report APIs, automate receipt/document creation for expense claims linked with project invoices.

3.24. Proposify
• Feature/Setting: Proposify API, automate proposal/quote generation triggered by CRM status change.

Benefits

4.1. Accelerate quote and contract turnaround with automated document workflows.
4.2. Standardize branding, compliance, and data integrity across all automated documents.
4.3. Reduce manual entry, errors, and delays through automation and integrations.
4.4. Automate audit trails and storage for instant document retrieval and compliance checks.
4.5. Automatedly link documents to client, project, or transaction records for lifecycle visibility.