Automation · Finance and documents
Contract generation from templates, without retyping
Data from a form, CRM or accounting software is filled into your lawyer’s template, and a finished PDF lands in the right folder. We build it on top of the Google Docs or Word you already use.
Part of Documents and contracts
Is this how your contracts get made?
In most companies, a new contract is made from the previous one. Someone opens the old Word file, rewrites the names and numbers, and hopes nothing from the previous client is left in the text.
-
“We make a new contract by opening the last one and rewriting it.”
-
“The salesperson rewrites the previous client’s contract and forgets to change the price.”
-
“We copy company IDs, addresses and dates by hand, and sometimes we get them wrong.”
-
“Several versions of the template are in circulation and nobody knows which one is from the lawyer.”
-
“We have the customer’s details in the CRM and still type them into the contract again.”
-
“Before the season we fill in one agreement after another and have no time for anything else.”
Flow
How automatic contract generation works
We automate filling in, checking and saving. The contract text and the decisions stay with people.
- 01
Data
It comes from a form, spreadsheet, CRM or accounting software. The company name and registered address are filled in from the ARES business register based on the company ID (IČO).
Person: Adds only what the system cannot know.
- 02
Template
The approved template version is selected by contract type and contracting party.
Person: The lawyer approves the text. One person manages the template.
- 03
Check
Is a required field missing? The contract is not created and goes back to be completed.
Person: Reads the first contracts from a new template in full.
- 04
Document
A PDF is created with a contract number, a consistent file name and a record of the template version. It is saved to the right folder.
Person: Does not retype or rename anything.
- 05
Handover
The PDF goes to electronic signature, as an attachment to the CRM and to the contract register.
Person: Signs it or sends it to the other party.
What we set up for contract generation
Six tasks. You do not have to take all of them. The fastest start is one template and one data source.
Your lawyer’s template, ready to fill in
We take the template your lawyer approved and replace the parts that change with fields: name, company ID, price, date. The legal text stays word for word the same. From then on, only one person edits the template; everyone else generates from it.
Contract from CRM, a form or accounting software
From a form, spreadsheet, CRM or accounting software. A contract from the CRM is created from data the salesperson has already entered once. For companies, the company ID is enough; the name and registered address are filled in from the public ARES interface.
Variants and variable sections
A different template by contract type or contracting party, for example a separate one for minors. Items with a variable number of rows, such as a price list or schedule, are filled into a table in the contract.
Contract numbering and filing
Each contract gets a number from your series and a file name following one convention, and is saved to the right folder on Google Drive or SharePoint. Every contract keeps a record of which template version it was created from.
Bulk generation from a spreadsheet
One at a time from a form or the CRM. Bulk document generation from a spreadsheet, for example agreements for the whole season or amendments for a price change.
Handover for signature and to the register
The finished PDF can go straight to electronic signature, be uploaded to the deal in the CRM and be recorded in the contract register. The register then tracks deadlines for the signed contract.
What do you run on?
We leave the template where you have it. Here is what is possible.
Google Docs
A contract template in Google Docs with fields, a copy for each contract, field replacement and PDF export via the API. Field formatting is preserved. It can be triggered from a form or spreadsheet.
Microsoft 365 and Word
A Word template on SharePoint or OneDrive for Business. Power Automate fills in the fields, including repeating table rows. Power Automate or Microsoft Graph converts the finished document to PDF.
Raynet CRM
Data from the deal via the API. The finished PDF is uploaded back to the deal as an attachment or to the document library.
ABRA Flexi
Customer and contract data from the contract register via the REST API. The finished PDF as an attachment to the record.
POHODA
Data from the address book and documents via XML communication. Documents have a Documents tab for attached files.
Do you only have the template in Word on a disk? That is a starting point too. At the audit we recommend whether to keep it in Word or move it to Google Docs.
When you do not need us
A generator pays off when you make the same type of contract repeatedly. If you do not, we will tell you.
- You write a few contracts a month and each one is different
- Copying the template by hand is faster than fine-tuning a generator. It is enough to keep the template in one place, edited by one person.
- You have one template, one spreadsheet and want to try it yourself
- When Word is enough and when generation pays off is summarized in our article on bulk contract generation. Get in touch when you want data from the CRM or a connection to signing.
- You send out letters or envelopes
- Mail merge in Word is enough for that, with no programming.
- The software you create contracts in has its own document templates
- Try those first. We build a connection only when the built-in templates are not enough.
This is how we generate contracts in-house
Contracts for temporary workers from one form
Data from one form is filled into our approved template and a finished PDF is created, with a different variant for minors.
How it works
- 01
Free audit
30 minutes. Which contracts you make repeatedly, where the template lives and where you take the data from.
Output: Recommended next step
- 02
Template with fields
We prepare your lawyer’s template for filling in. The text does not change, only the parts that differ.
Output: Proposed tasks and price
- 03
Test contracts
A few contracts from real data. You read them in full and compare them with the template.
Output: Verified template
- 04
Live generation
Connection to the form, CRM or spreadsheet, saving to a folder and handover for signature.
Output: Contracts without retyping
Frequently asked questions
Will the lawyer’s contract text stay unchanged?
Do we need Google Workspace, or does it work in Word too?
Where does the contract data come from?
How is the generated contract signed?
How much does it cost and how long does it take?
Part of: Documents and contracts
Related
Contract and document management
The whole contract flow: template, approval, electronic signature, register and archive.
MoreBulk contract generation from Google Docs
Article: what generation does, when it pays off and what to watch for.
MoreElectronic DPP
Agreements to complete a job (DPP) with temporary workers, electronically under the Labor Code.
MoreRaynet CRM
Deals, quotes and documents connected to the rest of the company.
MoreEnquiry — Contract generation
Tell us what you are dealing with. We start with a free 30-minute audit.