Sales Document Automation
Streamline sales agreements, enforce compliance, and accelerate deal cycles — all without spreadsheets, email chaos, or complex setups. Nutrient equips your team with the sales document tools they need for clarity, control, and closing faster.
How We help
How we help
Create tailored sales proposals
Auto-generate detailed proposals using pricing, configuration, and client data – ensuring every document is client-ready, fast.
Generate contracts from CRM data
Push customer info and deal terms directly from your CRM into templated contracts, eliminating errors and manual re-entry.
Build branded quotes at scale
Produce quotes with consistent pricing, terms, and branding, ready to send in seconds, not hours.
Automate renewals and upsell agreements
Streamline repeat business by automatically drafting renewal documents or upsell agreements when key triggers are met in your sales pipeline.
Compile sales kits and presentations
Automatically assemble sales decks or product summaries customized for each lead or account.
Route docs for approval and e-signature
Trigger review and signature workflows with a click, ensuring smooth handoffs and faster closes.
Key features
Key features
Dynamic merge with CRM and sales data
Automatically map fields and deal details into any .docx template powered by your sales platform.
Trigger-based document generation
Documents are created automatically when deals move stages, forms are submitted, or predefined actions happen in your sales cycle.
Flexible delivery methods
Send documents by email, store them in your DMS, route for signing, or archive — all automated.
Conditional language and pricing logic
Adjust clauses, pricing, and terms in documents based on deal size, products, or customer segment.
No-code designer with CRM connectors
Connect to Salesforce, HubSpot, and more with our drag-and-drop editor tailored for sales teams.
Integrated commenting and tracking
Track edits, approvals, and feedback on every document, ensuring clarity and version control across your sales organization.
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
Works with your existing sales tools so IT doesn’t have to enable new platforms or create complex workarounds.
Automated sales documents get to clients sooner, reducing bottlenecks and shortening sales cycles.
Let reps spend more time selling instead of formatting, assembling, or chasing signatures.
Every proposal and contract uses standardized terms and branding, removing risk and making audits simple.
Clients and managers receive error-free, on-brand documents every time, earning confidence in your process.
Volume increases are handled automatically, supporting sales expansion without adding paperwork or admin.
Automate once. Sell more.
Turn sales documents into set-it-and-forget-it workflows. With Nutrient, your sales team delivers the right document at the right time — every time.
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 should sales teams automate documents?
To move faster, reduce errors, standardize branding, and free reps from time-consuming admin — so they can spend more time selling.
Do sales reps need to learn a new tool?
Nope. They just hit “generate” and the doc is done — pre-filled, branded, and ready to send. Admins or ops teams manage the backend workflow logic.
How does this improve deal velocity?
By cutting turnaround time on quotes and contracts. No more bottlenecks waiting for legal, finance, or design — everything’s ready in minutes.
Can we enforce legal language and pricing rules?
Absolutely. You can lock down approved templates, auto-apply pricing tiers, and route exceptions for manager or legal review.
How fast can we go live with automated sales docs?
You can roll out basic proposal and quote automation in days. Contract and approval workflows might take a week or two, depending on complexity.
What’s the ROI of automating sales documents?
Faster deals, fewer errors, less admin — and more revenue. Your reps get hours back, your docs stay compliant, and your close rates climb.
Get started with sales document automation
Build sales document workflows in minutes. We’ll help you automate quoting, proposals, and contracts — so your team closes more deals with less admin.
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