Automate your CRM document workflows
Automatically generate and manage documents from your CRM data with intuitive, low-code tools. No data exports, no code — just precision, speed, and scale.
How We help
How we help
Create customer-ready proposals and quotes
Transform CRM records into tailored proposals, quotes, or pitch decks for clients—delivered instantly when opportunities advance, with no manual entry.
Generate contracts and agreements
Auto-populate party details, terms, and pricing from CRM fields into contract templates—ideal for sales, legal, and onboarding workflows.
Prepare compliance and audit documents
Compile regulatory or audit documents using up-to-date CRM data, ensuring accuracy and simplifying submission or internal review.
Build renewal and upsell offers
Automate creation of renewal or upsell documents based on CRM triggers like contract end-dates or product usage insights—delivered to your team on time.
Process inbound requests with CRM data
Use information captured in your CRM to route, classify, and generate follow-up documents for support tickets, service requests, or form submissions.
Assemble personalized onboarding packs
Create welcome materials, service guides, or training workflows based on customer or partner data managed within your CRM.
Key features
Key features
Data mapping from CRM to document templates
Auto-fill merge fields and dynamic placeholders from any CRM object—supports contract, proposal, and letter templates.
Workflow automation triggers
Generate documents instantly on field changes, stage movement, or form submissions—no need for manual updates.
Flexible output options
Send via email, save to cloud storage, attach to CRM records, or convert to PDF with one click.
Conditional logic and formatting
Produce documents tailored to CRM data, with if/then content blocks, dynamic sections, and customized branding.
No-Code builder with CRM connectors
Get started in hours with a drag-and-drop editor that plugs into leading CRM systems—no technical training needed.
Real-time collaboration
Edit, review, and approve documents within your team directly from the CRM, ensuring consistency and alignment.
Explore all our low-code document solutions
Every team, workflow, and use case is different. Nutrient offers a proven suite of tools and integrations — built to work together and designed to help you get started fast. Pick the solution that best fits your document automation needs.
Document Converter
Convert files across formats (e.g., Excel to Word or PDF) in workflows that are fast, flexible, and fully automated.
Learn MoreDocument⠀ Editor
Enable inline editing of generated Word documents—right inside your browser, with no Word installation needed.
Learn MoreDocument Searchability
Make your generated or uploaded documents text-searchable with OCR processing and metadata enhancement.
Learn MoreDocument Automation
Deploy and manage scalable, secure document automation workflows behind your firewall or in your private cloud.
Learn MoreWhy Nutrient?
No-code simplicity
Empower operations teams to own automation.
Secure by design
Built for regulated industries and compliance.
Deep Microsoft 365 integration
Seamless workflows inside the tools you already use.
Fast time to value
Stand up solutions in days, not months.
Trusted by leading organizations
Benefits
Benefits
No need for IT to approve new tools or manage complex integrations—leverage your current platform to the fullest.
Instant document generation keeps deals and requests moving, helping sales and support teams maintain momentum.
Free your team to work on high-impact tasks by removing repetitive, manual document preparation.
Ensure every document matches branding and regulatory standards, every time—without extra review steps.
Professional, correct documents are delivered on time, building trust and satisfaction.
System scales as your CRM grows, so more business doesn’t mean more manual work.
Automate once. Deliver forever.
Turn recurring CRM-driven document tasks into set-it-and-forget-it workflows. With Nutrient, set up one flow and power every future transaction—no more repeat builds.
Connect to your tools, your way
Workflow Automation integrates with your tech stack — including finance systems, procurement platforms, and approval tools — using APIs, webhooks, or SFTP. No extra middleware required.
Frequently asked questions
Why automate documents from your CRM?
To save time, reduce errors, improve consistency, and move deals forward faster — especially when the same types of documents are sent again and again with only small data changes.
Can this integrate with Salesforce, HubSpot, or Dynamics?
Yes. Nutrient integrates with popular CRMs like Salesforce, HubSpot, Microsoft Dynamics, and others — so your templates always use real-time customer data.
Who sets up and manages the document templates?
Sales ops, marketing, or admin teams can build and edit templates using drag-and-drop tools — no coding required. Reps just click and send.
Can we trigger document generation based on CRM activity?
Absolutely. You can trigger documents when a lead reaches a certain stage, when a deal is marked “Closed Won,” or when a form is submitted — whatever makes sense for your pipeline.
Can I track when someone views or signs a document?
Yes. Document viewing, signature status, and delivery confirmations can be tracked and logged back into the CRM automatically.
Can we personalize documents for different products or regions?
Yep. You can set up dynamic content blocks based on deal type, location, language, or customer segment — all controlled by your CRM data.
Start automating CRM document workflows today
Launch your first automated workflow in minutes. We’ll help you connect CRM data to document templates so you save hours—every single week.
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