TemplateVault Features
Document Templates & Automation

Professional business templates with planned workflow automation features.

✓ TEMPLATES AVAILABLE NOW • AUTOMATION IN DEVELOPMENT

1. Professional Template Library

85+ professionally designed templates for all your business documentation needs

📄

Business Documents

Complete library of essential business documents ready to use.

  • Invoices & receipts
  • Contracts & agreements
  • Proposals & quotes
  • HR documents
  • Financial templates
  • Operations forms
✏️

Multiple Formats

Download in the format that works best for you.

  • Microsoft Word (.docx)
  • PDF (fillable)
  • Google Docs
  • Excel spreadsheets
🎨

Professional Design

Polished, professional templates that make your business look great.

  • Clean, modern layouts
  • Industry-standard formatting
  • Easy to customize
  • Print or digital ready

2. Automation Features (In Development)

Smart automation capabilities currently under development - coming in 2025

⚠️ Development Status

The features below are planned for future release. They are not currently available but are in active development.

🔄

Auto-Fill System (Q2 2025)

Automatically populate forms with your saved business information.

  • Business profile storage
  • One-click form completion
  • Client data management
  • CRM integration planned
✍️

E-Signatures (Q3 2025)

Digital signature workflows for contracts and agreements.

  • Legally binding signatures
  • Multi-party signing
  • Audit trail & tracking
  • Mobile-friendly signing
🔗

Integrations (Q2-Q4 2025)

Connect with your existing business tools.

  • QuickBooks (in development)
  • Square (in development)
  • Google Drive (planned)
  • CRM tools (planned)

3. Available Now

Features you can use today

Manual Form Filling

Fill out templates with your information using a simple, intuitive interface.

  • Easy-to-use form interface
  • Save progress as you go
  • Copy from previous documents
  • Preview before download

Multi-Format Export

Download completed documents in your preferred format.

  • PDF (ready to print)
  • Microsoft Word (.docx)
  • Google Docs compatible
  • Excel for calculations

Template Customization

Edit and customize templates to match your needs.

  • Fully editable templates
  • Add your logo & branding
  • Modify text & formatting
  • Save custom versions
  • Suggest payment terms
  • Recommend pricing
  • Auto-complete common fields
  • ⚙️

    Adaptive Defaults

    Your most common values become the new defaults, saving clicks on every document.

    4. State-Specific Templates (Available)

    Templates designed with state-specific requirements in mind

    📍

    State-Aware Templates

    Templates include guidance for state-specific requirements.

    • All 50 US states covered
    • State-specific guidance included
    • Industry requirements noted
    • Compliance information provided
    📋

    Industry Standards

    Templates follow industry best practices and common requirements.

    • Standard business clauses
    • Common legal language
    • Professional formatting
    • Attorney guidance included
    ⚠️

    Disclaimer

    Templates provide a starting point - consult with legal professionals.

    • Not legal advice
    • Review with attorney recommended
    • Customize for your needs
    • Stay informed of law changes

    5. Integration Roadmap (In Development)

    Planned integrations with popular business tools - currently under development

    ⚠️ Integration Status

    These integrations are planned but not yet available. See the homepage for detailed development timelines.

    📊

    QuickBooks Integration

    Seamless two-way sync with QuickBooks Online and Desktop.

    • Auto-sync invoices
    • Track payments & deposits
    • Customer data sync
    • Expense tracking
    • Financial reporting
    🛍️

    Shopify Integration

    Complete e-commerce connection for product and vendor management.

    • Vendor management
    • Order synchronization
    • Product catalog sync
    • Inventory tracking
    • Shipping automation
    ✍️

    DocuSign Integration

    Legally binding e-signatures with complete audit trail.

    • E-signature workflow
    • Multi-party signing
    • Document tracking
    • Complete audit trail
    • Legal compliance
    💳

    Payment Processing

    Accept payments directly from your documents with Stripe and Square.

    • Stripe integration
    • Square POS sync
    • Payment links
    • Recurring billing
    • Subscription management
    🔗

    20+ More Integrations

    Connect with all the tools your business already uses.

    • Google Workspace
    • Microsoft 365
    • Mailchimp
    • Zapier (5000+ apps)
    • Custom API access

    Ready to Automate Your Workflow?

    Start with our free plan or unlock unlimited documents with Pro. Industry-specific templates, 80% auto-fill, and seamless integrations.

    Get Started Now →