Everything between the call and the renewal.
The document is the middle of it. Here is the rest: what happens before it is drafted, what your client can do on the page, and what the signed copy is still doing for you a year later.
The document answers, so you are not the bottleneck.
A recipient with a question at 9pm does not email you and wait. They ask on the page, and the assistant answers from the document itself. It has no authority to negotiate, so it never concedes anything you did not write.
Answers for recipients in detailThe discount your rep gave does not leave the building unseen.
Rules decide what needs a second pair of eyes. Everything else goes straight out, which is the point: approval should catch the exception, not tax every document.
Approvals in detailThe enquiry arrives as a document, not as an email to read later.
Any template can be published as a form on its own link or embedded in your site. What comes back is not a notification; it is a document.
Intake forms in detailTwo hundred renewals, each one written for the client it is going to.
Point a template at a CSV. Every row is validated before a single document is sent, and each one can be personalised by the AI rather than being the same letter with the name swapped.
Bulk send in detailSet your prices once. Nothing invents them afterwards.
The catalog is the reason an AI can be trusted with a document that commits you to a number. The model writes the words; the money is calculated from rows you control.
Price catalog in detailThe contract does not disappear into a folder.
Completion is not the end of the document's life. Every signed document is read back into a repository, so the questions that arrive months later have answers.
Signed contracts in detailCreate a document from your own system, and hear back when it is signed.
The API covers the useful half: make a document, get it back as a PDF, send it. Everything else arrives as a signed webhook you can point anywhere.
API and integrations in detailAuthorization: Bearer pb_live_… { "template_id": "tpl_sow", "client": "Northwind Traders", "send": true }