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DOCDocuments

Generated from your data. Delivered in minutes.

Stop spending days on documents. Generate them in minutes.

Proposals, slide decks, and documents — AI-composed from your CRM data, branded to your company, delivered through the client portal. What used to take days takes minutes.

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Days→Minutes
Time saved
100%
On-brand consistency
Per-section
Approval workflows
Live
Client portal delivery
The Problems Documents Solves

Why teams switch to ScendCore Documents

The Pain
With Documents
Proposals take 2-3 days to create per opportunity
→
AI generates from CRM data in minutes — branded, personalised, ready for review
Sales decks are inconsistent across reps
→
Template-driven with AI composition — every deck is on-brand and uses approved messaging
Document approval is email chains and version chaos
→
Built-in per-section approval workflows with comments, threads, and digital sign-off
Documents sit unread in inbox attachments
→
Client portal delivery with read receipts, comments, and approval tracking — no email attachments
Same content rewritten for every client
→
Templates with merge tags pull data dynamically. Build once, generate for every client.
Powered By

AI employees inside Documents

Sophie
Sophie
Document Delivery

Sends documents for review, manages approvals, and follows up on signatures via the client portal.

Capabilities

Everything Documents includes

Document engine
Templates with AI composition, merge tags, and section-level approval workflows. Static, dynamic, and AI-generated content in one document.
Slide deck builder
10 master layouts, AI content generation, HTML/PDF export. Create premium presentations from opportunity data in seconds.
Visual template editor
Visual template creation for both documents and slide decks. Build once, generate for every client.
AI composition
Claude-powered content generation. Each section composed from your CRM data, industry context, and custom instructions.
Merge tags
Pull any data from contacts, accounts, opportunities, and custom fields into your documents. Dynamic, always up-to-date.
Client portal delivery
Send documents for review. Per-section approval, comment threads, digital sign-off. No email attachments.
Proposal generator
AI-generated proposals from opportunity data. Premium templates with sections, terms, and pricing.
Quote builder
Interactive quote builder with line items, discounts, terms, and acceptance workflow. Auto-converts to invoice.
E-signatures
Built-in digital signatures. Legally binding. Audit trail of every view, comment, and approval.
Export formats
PDF, HTML, and web presentation mode. Print-friendly. Shareable as URL — no login required for recipients.
Brand library
Logos, colours, fonts, and styles centralised. Every document automatically uses your brand.
Document analytics
See who viewed, how long they spent on each section, and what they engaged with. Sales intelligence built in.

Your reps shouldn't be writing proposals

The average B2B proposal takes 6-10 hours to create. Your highest-paid people spend whole days writing custom documents for prospects who may or may not close. Then those proposals sit unread in inbox attachments while you chase them for feedback.

ScendCore Documents fixes both ends. AI generates personalised proposals from your CRM data in minutes — not days. Then the client portal delivers them with built-in tracking, per-section approval, and digital sign-off — so you know exactly when they're reviewed and which sections need clarification.

Documents that close

The fastest proposal isn't always the best — but the best proposal delivered in 24 hours beats a perfect proposal delivered in 5 days. Documents lets you respond at the speed your prospects expect, without compromising on quality.

Channels

Where Documents reaches your customers

Client Portal
AVAILABLE
Email Delivery
AVAILABLE
PDF Export
AVAILABLE
HTML (Web)
AVAILABLE
Presentation Mode
AVAILABLE

What this looks like in practice

We were spending 8-10 hours per proposal and our reps hated it. Documents now generates the first draft in 4 minutes from CRM data. Reps spend 30 minutes editing instead of 8 hours writing. Our proposal-to-close time dropped from 11 days to 4.

Typical scenario — 25-person consultancy

Stop spending days on documents

See how AI-generated proposals, decks, and documents accelerate your sales cycle.

Book a DemoSee Pricing
Documents — AI Proposals, Slide Decks & Presentations | ScendCore | ScendCore