Here's a typical user experience.
Users don't need to see unnecessary data.
Move your data into documents.
Document preparation is easy if all the right information is handy.
So we made gathering the right information from other apps and user input... easy.
Define workflows w/ Excel formulas.
Need to include a Performance Bond?
"Tag" the parts that change.
Anything in Excel can be populated into a document. But where inside the document? This is what Tags are for.