No PDFs. No manual steps. Just seamless customer workflows
Evolve forms, contracts and proposals into
AI-powered digital workflows that streamline
data intake and elevate customer experiences.
Customer workflows for every use case
Contracts, proposals & documents
Personalized documents that scale
- Single, adaptable templates for all documents
- Built-in business logic for quotes & contracts
- Auto-updates with pricing rules
Customer onboarding & requests
Digitize common customer journeys
- Onboarding, orders, service requests & agreements
- Pre-filled data with real-time validation
- Automatic approval routing
CRM & workflow automation
Connect your entire tech stack
- Direct launch from Salesforce or monday.com
- Instant data sync across systems
- Multi-step automations with triggers
