Quotations & proposals
Prepare quotations and proposals using client details, agreed services and pricing. Keep revisions together and follow each document from preparation to a response.
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DOCUMENTS & ADMINISTRATIVE WORKFLOWS
Keep documents and administration moving.
Prepare documents, collect information, organise approvals and follow deadlines. We build tools that use the details already available in your business, from the first request to the completed record.
From information to follow-up
Business information
Document preparation
Review & signature
Filing & follow-up
One connected document workflow
The right version. A clear status. A next action.
More than storing files.
An administrative workflow connects the document to the people, information and actions it needs. See who prepares it, who reviews it and what happens after it is sent or signed.
Built across different businesses. Designed around each one.
60+ Companies · 80+ Projects Delivered · 500+ Hours Saved Weekly Across All Companies · Website in 3 Languages · Belgium Based
Hospitality · Professional Services · Events · Field Operations · Agencies · SMEs
BUILT AROUND YOUR ADMINISTRATION
What we can simplify.
Connect preparation, review and follow-up around the documents your business uses every day.
Contracts & electronic signatures
Create contracts from your approved templates, manage versions and organise review. Connect an electronic-signature service to send documents for signing and keep their status and completed copies with the record.
Forms & information collection
Collect requests, onboarding details and supporting documents through structured forms. Use required fields and clear instructions to gather what the next step needs.
Reviews & approvals
Route documents and requests to the right people. Define the order of review, collect comments and record decisions against the version being approved.
Document generation & filing
Produce recurring documents from existing records and your templates. Organise files by client, supplier, project or activity so the document stays linked to the work.
Administrative follow-up
Track missing documents, renewal dates, outstanding approvals and the next action. Assign responsibility and set reminders around the deadlines your team follows.
FROM REPEATED TYPING TO CONNECTED INFORMATION
Let the information carry through.
Keep the details, templates and document history connected as the work moves from one person to the next.
Enter information once
Reuse client, supplier and project details across connected documents. Keep a source record for information that otherwise gets copied between files.
Use the right template
Keep layouts, standard wording and required fields consistent. Define which template applies to each document type and who can update it.
Keep the history together
Find versions, comments, approvals and completed documents alongside the relevant work. See what changed and which version was sent or signed.
FROM REQUEST TO COMPLETED RECORD
A clear next step for every document.
The steps follow your process. Documents that need approval go through review; others can be prepared and sent directly.
- 01
Collect
Gather the details and supporting files needed to start.
- 02
Prepare
Use the right template and information to prepare the document.
- 03
Review
Collect comments and complete the required approvals.
- 04
Send or sign
Send the agreed version or request an electronic signature.
- 05
File & follow up
Store the completed record and follow any remaining actions or dates.
What this changes in everyday work.
Less repetitive administration
Existing details feed into templates and connected documents. The team spends less time copying information between files and preparing the same documents again.
Fewer missing steps
Required fields, approvals and outstanding actions stay visible. Each step has a status and a responsible person, so the team knows what is still needed.
Easier retrieval
The document and its history stay linked to the client, supplier or project. People can find the relevant version without searching through separate folders and messages.
BUILT AROUND YOUR PROCEDURES
Your documents, connected to your operation.
We start with the templates, forms and approval rules you use today. Together, we define how each document is prepared, shared and followed up.
Your templates and rules
Use your approved wording, layouts and required information. Define the review stages and who can prepare, edit, approve or send each document.
Connected business tools
Link documents to your CRM, projects, client portal and document storage. We check the available connections, including the signing service, before agreeing the workflow.
Clear access and practical training
Set permissions around the documents each person handles. Optional team training covers preparation, reviews, filing and everyday follow-up on the system we create.
A few practical questions.
Can we keep our existing templates?
Yes. We review your templates and keep the approved wording and structure. We then identify the fields to fill from your records and any formatting changes needed for document generation.
Can documents use information from our CRM?
Yes, through the connections supported by your CRM. We agree which details are used, when they are pulled into the document and which changes need a review before sending.
Can several people approve a document?
Yes. Define reviews in sequence or in parallel, with responsibilities and notifications at each stage. The record shows outstanding decisions and the version each person reviewed.
Can we connect electronic signatures?
Yes. We connect a signing service suited to your documents and requirements. The workflow can send signature requests, follow their status and retrieve completed documents and the signing record, according to the service’s available integrations.
Can clients or suppliers submit forms and files?
Yes. Use forms or a portal to collect details and attachments from external contacts. Submissions are linked to the right record and routed to the person who needs to review them.