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Here's a typical user experience.

Users don't need to see unnecessary data.

  1. Import new data from your ERP, CRM, etc.
  2. Review the data
  3. Generate documents
  4. Send emails
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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.

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Define workflows w/ Excel formulas.

Need to include a Performance Bond?
Additional exclusions?
Different terms?
Easy.

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"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.

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