Document automation for CRM
Document generation made easy.
A powerful document creation platform that fits right into your daily workflow — generate, sign and file documents in minutes.
Integrates with
Built for the CRM you already use
From record to signed document in minutes.
Here's what a typical Flexidocs workflow looks like.
Design a template
Upload a Word document and drop in merge fields from your CRM records.
Generate in one click
Create quotes, contracts and proposals right from the record you're viewing.
Send for signature
Route the document through your e-signature provider without leaving your CRM.
Track and store
Signed copies are attached back to the record automatically.
Minutes to set up
No developers needed. Start generating documents the same day.
Lives in your workflow
Built into the CRM screens your team already uses every day.
PDF or Word output
Produce polished files with tables, images and conditional sections.
Start generating documents today.
Talk to us about setting up Flexidocs for your team.
Contact us