Document Automation


Experience the power of streamlined document management with Company Automator’s cutting-edge document automation platform.

Understanding Document Automation: Streamlining Workflows for Efficiency

Document automation revolutionizes traditional document management by leveraging technology to automate document creation, customization, and distribution processes.

Instead of spending hours on repetitive tasks, document automation software automates these processes, improving efficiency, accuracy, and compliance.

Unleash the full power of Document Automation

Explore the advanced features designed to simplify your document management workflow:

Google Sheets Integration

Seamlessly sync your automated documents with Google Sheets for easy access and management.

Template Creation

Create customized document templates tailored to your specific needs, saving time and ensuring consistency.

Automated Document Generator

Automatically generate documents based on predefined templates and data inputs, eliminating manual errors and speeding up the process.

Integration with CRM and ERP Systems

Seamlessly integrate with Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems to sync data and streamline document creation.

Version Control and Tracking

Maintain version control and track changes to documents, ensuring accuracy and compliance with regulatory requirements.

Conditional Logic

Incorporate conditional logic into document templates to dynamically adjust content based on specific criteria or data inputs.

Automated Document Generator

Automatically generate documents based on predefined templates and data inputs, eliminating manual errors and speeding up the process.

Conditional Logic

Incorporate conditional logic into document templates to dynamically adjust content based on specific criteria or data inputs.

Not Convinced? Try our Document Automation Tool for FREE

Feel free to get in touch with our team to see how our document automation tool can help your business.

How to Use Our Document Automation Tool

Create Templates: Design customized document templates to match your branding and requirements.

Input Data: Input relevant data into the template fields or integrate with external systems to populate data automatically.

Generate Documents: Generate documents with a click of a button, using the template and data inputs to create accurate and professional-looking documents.

Distribute Documents: Distribute documents electronically or via print, email, or other channels to stakeholders, clients, or internal teams.


Our team of developers is currently building the live free trial version for you! Stay Tuned!

Frequently Asked Questions (FAQs) About Document Automation

Explore common queries about our document automation software:

Can I customize the document templates to match my brand identity?

Yes, our document automation software allows you to create customized templates with your branding, logo, and styling preferences.

Does the software support integration with external systems such as CRM or ERP?

Absolutely, our platform seamlessly integrates with CRM and ERP systems to sync data and streamline document creation.

Is there a limit to the number of document templates I can create?

No, there are no limits to the number of document templates you can create within our platform. Whether you need one template or a hundred, our software scales to meet your needs.

Is customer support available to assist with any questions or issues?

Yes, we have a dedicated customer support team available to provide assistance and address any inquiries or issues you may encounter while using our document automation software.

How does the document automation tool handle document formatting and styling?

Our document automation tool preserves document formatting and styling, ensuring that documents maintain a professional appearance and adhere to brand guidelines.

Types of documents you can automate


Contracts and Agreements

Automate the creation and customization of contracts, service agreements, and legal documents, ensuring accuracy and compliance with legal requirements.

Invoices and Billing Statements

Automate the generation and distribution of invoices, billing statements, and payment reminders, improving cash flow and reducing administrative overhead.

Proposals and Quotes

Automate the creation and customization of business proposals, quotes, and sales agreements, streamlining the sales process and improving client communication.

Reports and Presentations

Automate the generation of reports, presentations, and data visualizations, saving time and ensuring consistency in reporting.

Forms and Applications

Automate the creation and processing of forms, applications, and registration documents, simplifying data collection and entry processes.


Automate the generation of letters, emails, and other correspondence, ensuring professionalism and consistency in communication.

Document Automation for all industries


Legal Services

Law firms and legal departments can streamline document creation, customization, and management processes for contracts, agreements, and legal correspondence, improving efficiency and accuracy.


Healthcare organizations can automate patient intake forms, medical records, and regulatory compliance documents, reducing administrative burden and ensuring compliance with healthcare regulations.

Financial Services

Banks, financial institutions, and accounting firms can automate account opening documents, loan agreements, and financial reports, improving operational efficiency and compliance with regulatory requirements.

Human Resources

HR departments can automate employee onboarding documents, performance evaluations, and training materials, enhancing HR processes and employee experience.

Real Estate

Real estate agencies and property management firms can automate rental agreements, property listings, and lease documents, streamlining the leasing process and improving client satisfaction.


Manufacturing companies can automate quality control documents, production reports, and inventory records, optimizing production processes and ensuring compliance with industry standards.


Educational institutions can automate student enrollment forms, course materials, and administrative documents, streamlining administrative processes and improving student experiences.

Public Sector

Government agencies and public sector organizations can automate permit applications, regulatory filings, and public records, enhancing transparency and efficiency in government services.

Use our features for FREE

You can use all our automation tools for free to see how they all work. Once you are happy with the results, you can contact our sales team and we can make a very affordable package for your business.

Talk with our sales team

Ready to experience the benefits of our invoice software? Sign up for Company Automator today and take control of your invoicing process. Simplify your workflow, save time, and get paid faster with our powerful invoicing tool.