Documents & Contracts
Document Generation
Generate professional documents from templates with data pulled automatically from your CRM, projects, and client records.
Manual document creation wastes hours
Your team spends hours copying and pasting data into Word templates. Errors creep in. Formatting breaks. Every document looks slightly different.
The SpinFlow way
Define templates once. Client data, project details, and pricing populate automatically. Generate professional PDFs in seconds. Consistent branding every time.
Key features
Template builder
Create document templates with dynamic data fields
Auto-population
Pull data from CRM, projects, and client records automatically
Brand consistency
Every document matches your brand guidelines perfectly
PDF generation
Generate and send professional PDFs with one click