About the Project
This project encompasses a series of document workflow automation system implementations for various clients. The main goal is to accelerate the process of creating, approving, and signing documents such as contracts, proposals, reports, and protocols.
These systems integrate data from CRM or forms, generate PDF documents based on templates, and then automatically send them for electronic signature (e.g., via Autenti). After signing, documents are archived and forwarded to the relevant parties.
Implementation Examples
- Energocentrum: Automatic generation of contracts for photovoltaic installations along with technical documentation.
- Manufaktura Przygody: Generation of contracts and trip cards for schools and tourism organizers.
Key Features
PDF generation with dynamic data
Integration with e-signature platforms (Autenti, DocuSign)
Automatic cloud archiving (Google Drive, SharePoint)
Document status notifications
Conditional document section handling
Project Links
Benefits
- Contract processing time reduced from days to minutes
- Elimination of data transcription errors
- Full digitization of document workflow
- Easy signature status tracking