Stop selling templates. Start automating workflows. Compliant, intelligent automation built for your specific industry.
Deeply integrated workflow automation for these five industries
From inspection to invoice in 60 seconds. AI-powered auto-fill, state-compliant forms, and instant e-signatures.
Compliant, signed, and stored — without chasing paperwork. State-specific leases that auto-update.
Protect every project — from bid to build. Dynamic job packs with AI clause protection.
From pitch to paid — automated. AI-assisted proposals with embedded payment buttons.
Turn every transaction into a traceable document. Smart policies and vendor automation.
53 industries, each with specialized templates and compliance features
Work orders, repair estimates, warranty forms
CORE SOLUTIONBids, contracts, change orders, lien waivers
CORE SOLUTIONService agreements, maintenance contracts
Emergency service forms, inspection reports
Safety certifications, installation contracts
Estimates, warranties, completion certificates
Color consultations, project proposals
Custom project agreements, material orders
Maintenance contracts, design proposals
Service schedules, cleaning checklists
Treatment plans, recurring service contracts
Inventory lists, liability waivers
Rental agreements, access logs
Guard contracts, incident reports
Engagement letters, client onboarding
Retainer agreements, client intake forms
Proposals, SOWs, project charters
CORE SOLUTIONSession agreements, progress tracking
Creative briefs, client feedback forms
Booking contracts, model releases
Listing agreements, disclosure forms
Leases, maintenance requests, inspections
CORE SOLUTIONPolicy applications, claims forms
Investment agreements, risk assessments
Campaign briefs, media plans
Placement agreements, candidate forms
Job descriptions, offer letters
Worker agreements, timesheets
Vendor contracts, event timelines
Print orders, proofing approvals
Design specs, production schedules
Production agreements, release forms
Development contracts, SLAs
Terms of service, subscription agreements
Purchase orders, return policies
CORE SOLUTIONTerms of sale, vendor agreements
Menu planning, supplier contracts
Booking confirmations, guest forms
Sales contracts, financing forms
Bulk orders, distributor agreements
Shipping manifests, delivery confirmations
Bill of lading, freight agreements
Customs forms, international contracts
Production schedules, quality control
Harvest logs, equipment leases
Patient forms, consent documents
Care plans, visit logs
Membership agreements, waivers
Service menus, client consultation forms
Enrollment forms, emergency contacts
Grooming forms, boarding agreements
Enrollment forms, progress reports
Donation forms, volunteer agreements
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