A client signs off on a proposal late on a Friday afternoon, and the follow up paperwork, an invoice, a welcome pack, a signed agreement, still needs to be generated before anyone can move on to the next job. Chasing that last document by hand is the kind of task that stalls a deal that was otherwise ready to close.

TemplioniX generates Word and PDF documents straight from a template and a set of structured data, turning a booking, an order or a form response into a finished contract, invoice or certificate without anyone opening a document editor. It can generate a single document on demand or run a bulk job across a batch of records at once, which matters when a group of attendees or customers all need paperwork on the same day.

TemplioniX connects to other apps through Zapier, sitting in the middle of a workflow that starts with a trigger somewhere else, an overdue invoice in Xero or a new booking in Calendly, and ends with Mobile Message texting the customer once their document is ready. The document itself is generated and stored rather than sent by text, so the message simply lets someone know it is waiting for them.