Commercial offer
The manager chooses services - the system collects a branded PDF.
Processes · AYSiTE automation
Automation of documents and reports
We remove copying between tables and templates: the data is checked and compiled into a ready-made document according to business rules.
DOCX, PDF, table and letter templatesAutosubstitution of data from a form or CRMApproval routes and statuses
The result
what are you will receive
Fewer mistakes in props and hours of routine returned to the team.
- DOCX, PDF, table and letter templates
- Autosubstitution of data from a form or CRM
- Approval routes and statuses
- Archive, numbering and sending to the client
Examples
How it works in practice
The contract
Details are pulled once without re-entering.
Report
Data from multiple sources is automatically compiled into a period report.
How we work
Method of work
How do we remove manual filling of contracts, invoices and acts
Inventory
What documents, how often and who makes them now.
Templates
Agreed wording, variable and immutable fields.
Substitution
The data is taken from the customer's card or the transaction.
Storage
Folder structure and expected file names.
Dispatch
The client's mail or messenger immediately after creation.
Reminder
Control of payments and deadlines without manual tracking.
FAQ
Frequently asked questions
What is usually asked before starting: document automation.
Yes. We keep the structure and style, and automate the variable fields and logic.
Yes. If necessary, we add mandatory approval by a responsible person.
You can start without a technical task
Describe what takes time.
We will offer the scheme.
Reviews
Reviews clients
★★★★★
Cheers, honest feedback for potential customers. I have worked with many people, but no one had such communication as here (requests were processed very quickly, creative ideas, speed, quick solutions to problems, everything at the highest level) If you are choosing people to create a website or something similar, you are in the right place. I wish you development and prosperity.
RomanCleaning company Goldi Clean
★★★★★
We are sincerely satisfied with all the work done and communication. All our wishes regarding the site were fulfilled and everything was said. Thank you🩷
DianaNEC "Harmony"
★★★★★
Thank you, I am very satisfied.
SvetlanaBeauty studio of Svitlana Mazur
Automation of documents and reports: in detail
Documents take more time than it seems: contracts, invoices, deeds, commercial offers, invoices. Each is formed by hand, from copying the previous one, and that is why details, dates and amounts regularly go to them.
Automation eliminates manual filling: data is taken from one card, the document is assembled according to a template and sent immediately. The effect consists of two parts — saving hours of routine work and reducing errors that later cost reissues of documents and broken agreements.
A separate, less obvious effect is speed. A company that sends an invoice five minutes after the call closes more deals than one that does it the next day.
How it works
You create a client or agreement card — then the system substitutes the data into templates: contract, invoice, deed, offer. The document is saved in the desired folder with the correct name, the number is assigned automatically, the shipment goes to the mail or to the client's messenger.
For repeated processes, we add chains: invoice after agreement, act after execution, payment reminder on the third day and repeated on the seventh.
- Templates of contracts, invoices, acts, proposals.
- Automatic numbering and naming of files.
- Save in the folder structure or in CRM.
- Sending to the client and payment reminders.
- Unified processing of all company documents.
Commercial offers
A special case is KP, which managers collect manually by the hour. With a template and a calculator, an offer is created in minutes, with the correct prices and current conditions, in a single design.
This is both the speed of the reaction and the appearance of the company: the client compares you not only by price, but also by how the document you sent looks.
Storage procedure
Half the problem with documents is not creating them, but finding them. We immediately specify the structure: by client, by deal, by type and date, with predictable file names.
After a year, it saves much more time than the generation itself - especially when you have to pick up documents for a two-year-old agreement.
Who is responsible for what
Automation does not remove responsibility: someone has to check amounts and agree to non-standard terms. We design the process so that this step is clear, and not "it seems that the manager looked."
For critical documents, we add approval: until the person in charge has confirmed, the document does not go to the client.
Restrictions
Automation does not replace a lawyer: templates must be checked before hundreds of contracts are issued.
We work with the wording you agreed to and fix which fields are variable and which cannot be touched - so that six months later no one "fixes" an essential condition in the template.