Problem this module solves
Documents replaces scattered files with structured templates, guided data collection, generated outputs, evidence attachments and module-linked records.
Document templates and evidence
Documents
Documents replaces scattered files with structured templates, guided data collection, generated outputs, evidence attachments and module-linked records.
Start with templates, shared files and guided fields. Later connect documents to approvals, CRM, finance, legal and compliance workflows.
Maturity: pilot ready
Who it is for
- Operations teams
- Finance and legal teams
- Sales teams creating offers
- Compliance-heavy businesses
Template capabilities
Document templates support guided fields, so people can provide structured values before an editable draft is generated.
Guided fields
SupportedDefine the information a template needs and guide users through completing it instead of asking them to edit placeholders in a document.
- Templates show how many guided fields they contain.
- Required values are collected before draft generation.
- The generated document remains editable and ready for review.
Reusable templates
Create global or organisation templates for repeatable documents while keeping plain templates available when guided input is not needed.
Review-ready drafts
Turn completed guided values into an editable draft that can continue through the existing review, approval and evidence workflow.
What you can do in the free version
- Store starter documents and reusable templates.
- Add guided fields that ask users for the values a template needs before generating a draft.
- Attach files to records and requests, with basic categories and search.
What paid plan unlocks
- OCR, advanced templates and generated documents.
- Approval routing, version control and compliance evidence packs.
- Cross-module document automation for CRM, finance, legal and HR.
Example workflows
Core workflows
Operational dashboards
Recommended connected modules
Works best with
Common next module
BPMUse this when the first module starts producing records that need approvals, evidence, automation or follow-up.
Related solution pages
Related packages if available
Screenshots or UI proof
Representative interface proof for planning, workflow and rollout discussions. Availability can vary by pilot scope.
Plans for Documents Management
Sorted from cheapest to most expensive.
Silver Free - Documents
Free
- 3 Workflows
- 3 Flows
- 1 Projects
- 200 Clients
- 512 MB Secure storage
Silver - Documents
10$/user monthly
- 10 Workflows
- 10 Flows
- 3 Projects
- 200 Clients
- 1 Employees
- 25 Supplier records
- 1 Devices
- 512 MB Secure storage
Consultation - Documents
Contact for pricing
- ∞ Workflows
- ∞ Flows
- ∞ Projects
- 100000 Clients
- 1000 Employees
- Unlimited Supplier records
- ∞ Devices
- 100000 MB Secure storage
Start Documents with a focused path
Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.
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