Contracts, estimates and quotes assembled by software
A contract is made from the previous contract: the name, the amount and the date get changed - and the address gets forgotten. Software assembles the document from a template and data, so there's nowhere for the details to get mixed up.
6 pages: contract, estimate, payment schedule, acceptance certificate
Amount: $6,000 (six thousand US dollars 00 cents)
Checked: all fields filled in, the amounts add up, no internal notes left
The PDF file is in the contract record
Now
Sound familiar?
- Documents are made by copying an old one - with its old mistakes and someone else's details.
- Estimates are calculated by hand in a spreadsheet, each person in their own way.
- A contract and a quote take half a day while the client waits.
- It's unclear which version is the latest and what exactly was sent to the client.
With the assistant
What the assistant does
- Assembles a contract, quote, estimate or acceptance certificate from your templates: company details, amounts in figures and in words, dates, numbering.
- Calculates the estimate using your rules and rates - the same way for every employee.
- Checks the document before release: fields are filled in, totals add up, no internal notes are left.
- Puts the finished file into the CRM record and remembers what was sent and when.
- Picks the right template itself: for an individual, a sole trader or a company.
See an example
The button opens Telegram. There, a bot with fictional data walks through an instruction like this step by step. You don't need to enter anything.
Common questions
What stays with people?
The wording of the templates is approved by you and your lawyer. The price and terms are yours to set. A person signs.
What do we need from you to launch?
Your document templates. Your calculation rules and rates. Company details and your numbering scheme.
Does the assistant write the contract text itself?
No. The contract text is your approved template. The software fills in the data and makes sure nothing gets lost.
Can it handle complex estimates?
Yes, as long as the calculation rules can be written down: formulas, rates, multipliers. We move them into the software and check the result against your past estimates.
Book a free discovery call
Tell us what slows your work down. We'll suggest which parts of it an assistant can take on.
- 1You leave your contact details and a few words about what gets in the way.
- 2We get in touch and agree on a time.
- 3A 30-60 minute call: what the assistant can take on and what it would cost.
Your request is answered personally by the founder, Vladimir Vasilev.
Or contact us directly: message us on Telegram (@ByeRoutine) ↗