Automate · From CA$149 per document workflow; multi-document systems quoted
Document automation: stop retyping the same quote
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The short answer
Document automation generates the paperwork your business produces every day, such as quotes, invoices, contracts, intake forms and job reports, from data you already hold in a CRM, a form or a booking, then sends it for signature and files it. Redenn builds each document workflow from CA$149 one-time; larger multi-document systems are quoted.
What changes
- A quote goes out minutes after the site visit, from the numbers you typed once
- Contracts and engagement letters carry the right names, dates and terms every time
- Signed documents file themselves against the customer record
- Intake forms arrive complete, because the form will not submit without the required fields
What is included
- Template design in your branding for each document type
- Data mapping from your CRM, forms, booking or spreadsheet
- PDF generation and sending by email or portal
- E-signature integration where a signature is needed
- Filing to cloud storage or the customer record
- Version control so the current template is the only one in use
How it works
- 01
Collect the documents
We gather the documents you produce most and the data each needs.
- 02
Template and map
Each document becomes a branded template with fields mapped to your data source.
- 03
Build and test
Generation, sending, signature and filing are tested with real records.
- 04
Roll out
Staff get a one-page guide; the old templates are retired.
Who this is for
Businesses that produce the same documents with different names on them: contractors sending quotes and change orders, immigration consultants with intake packages, law firms with engagement letters, trucking companies with dispatch sheets and proof of delivery, clinics with intake and consent forms.
It is not needed if you produce a handful of documents a month. A good template in a word processor is enough at that volume.
How it works
| Document | Data comes from | Output | Next step |
|---|---|---|---|
| Quote or estimate | CRM deal or site-visit form | Branded PDF with line items and taxes | Sent for acceptance; accepted quotes become jobs |
| Contract or engagement letter | CRM contact and service selected | PDF with terms and schedule | E-signature, then filed |
| Intake form | Customer fills a web form | Structured record plus PDF copy | Missing fields chased automatically |
| Job or delivery report | Field app or booking completion | PDF with photos and sign-off | Sent to customer; attached to invoice |
| Invoice | Completed job | Invoice in your accounting tool | Payment link and reminder |
What it costs
Each document workflow is from CA$149 one-time as an Automation. Systems with several linked documents, such as quote to contract to invoice, are quoted as a whole. E-signature provider fees are paid to the provider. Workflows that need their own database run on Redenn Dynamic hosting at CA$49 per month.
Limitations and honest notes
Redenn builds the template; the wording of contracts and consent forms is yours to have reviewed by a lawyer. We automate documents, we do not draft legal terms.
Generated documents are only as correct as the data behind them. If the CRM has the wrong address, the contract will too.
Documents that hold personal information fall under PIPEDA or provincial law, and Quebec's Law 25 adds obligations. Storage location and retention are decided with you at setup.
Questions
Which e-signature tools do you work with?
Any with an API, including the widely used ones. If you already pay for one, we build on it; if not, we recommend one that suits your volume.
Can it pull data from our accounting software?
Usually, and it can write invoices back. We scope each connection by name so you know exactly what is integrated.
Can documents carry our branding?
Yes. Each template is designed to your logo, colours and layout, and every document generated from it is consistent.
Is this a CRM?
No. Document automation reads from your CRM, forms or spreadsheet and writes documents. If you have no reliable data source, CRM Setup from CA$299 usually comes first.
Related
Services
- Custom SoftwareFixed-scope software for processes that off-the-shelf tools handle badly, with a build-or-buy checklist first.
- CRM SetupPipeline, fields, users, lead sources and contact import configured in your CRM, from CA$299.
- Custom AI WorkflowsLanguage-model steps inside your real processes, with human checkpoints, quoted per workflow.
- Customer PortalsA secure login area where clients see status, documents and invoices instead of emailing to ask.
- Email AutomationWelcome, quote follow-up, onboarding and reactivation sequences with CASL handled, from CA$149 per sequence.
Guides
Automate it. With document automation.
Configure a website in minutes, or ask for a written quote. Quotes arrive within two business days.