Dashboard
Welcome
Draft precise, on-brand instruments in minutes. Your clauses stay exact to the letter — automation only fills the blanks.
Generate
Draft a document
Pick a template, fill the highlighted fields, and the static clauses stay exactly as written. Export to Word or PDF.
Mail merge
Batch merge
Pick a template, fill one row per recipient (or paste a whole spreadsheet), and generate every document at once.
Paste from a spreadsheet
Copy cells from Excel or Google Sheets and paste below. Tab or comma separated.
Your saved fields
These power the Insert field menu across all your templates. Edit a name/type or delete what you don't need.
Final document — preview
This is exactly what will be exported. Use ✎ Edit text on the document to adjust wording before saving.
Library
Templates
Your clauses, your wording. 90% static text + a few {{fields}}.
Drafts
Saved drafts
Every document you save lands here — reopen to keep editing, export, or send for signature.
Signatures
Sent for signature
Track every request you've routed through Dropbox Sign — remind signers, change the expiry, download the signed copy, or cancel.
Archive
Documents
Every saved and signed document, filed automatically into folders. You see the folders your role can access.
Organisation
Team & access
Invite people and assign a role. Roles decide which documents they can see and do.
Organisation profile
Auto-fills the “ours” blanks (org name, address, signatory) on every document.