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Integrated Document Builder: Generate, Share, and Sign Without Leaving Buildaible

Managing documents like contracts, invoices, and proposals often means juggling multiple tools. Buildaible’s Integrated Document Builder is a planned feature designed to simplify this process by enabling you to create, send, and even electronically sign documents directly within your Buildaible apps.

What is the Integrated Document Builder?

The Integrated Document Builder will allow users to generate documents tied to their Buildaible app data, send them for review or signature, and track their status—all without requiring external tools.

How It Will Work

  1. Generate Documents from App Data:

    1. Use templates tied to your Buildaible tables to create documents like contracts, proposals, and invoices.

    2. Automatically populate fields with relevant app data (e.g., customer names, pricing, dates).

  2. Send for Review and Signature:

    1. Send documents directly to external parties via email or a secure link.

    2. Recipients can review and electronically sign documents without needing their own Buildaible account.

  3. Track Status in Real-Time:

    1. Monitor whether documents have been viewed, signed, or completed within your Buildaible app.

    2. Receive notifications for key actions, like when a document is signed.

  4. Store and Manage Documents:

    1. Store all generated documents securely within your app for easy access and retrieval.

Why This Matters

  • All-in-One Solution: Eliminates the need for separate document-generation and signing tools, keeping everything in one platform.

  • Seamless Integration: Documents are directly linked to app data, ensuring accuracy and consistency without manual entry.

  • Save Time: Automates the process of creating, sending, and tracking documents, freeing up your team to focus on higher-value tasks.

Use Cases for the Integrated Document Builder

  • Sales Contracts: Automatically generate sales contracts for customers, send for electronic signature, and store signed copies in your CRM.

  • Invoices: Create and send invoices directly from your Buildaible app, with fields pre-filled from order or billing data.

  • Employee Agreements: Draft and manage employment agreements, ensuring quick review and signing during onboarding.

We Want Your Input

The Integrated Document Builder is in the planning stage, and your feedback can help shape its development. What types of documents do you frequently create? What features would make this tool most useful for your workflows? Let us know at feedback@buildaible.com.

The Integrated Document Builder will simplify document management and bring it seamlessly into the Buildaible ecosystem. Stay tuned for updates, and get ready to generate, share, and sign documents without ever leaving your app.

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