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Smart Docs

Intelligent Document Automation

Create, send, and track proposals, contracts, and work orders with e-signature capabilities and automated workflows.

Document Templates

Create reusable templates for proposals, contracts, and work orders.

Auto-Population

Automatically fill documents with customer and job data.

E-Signatures

Get documents signed electronically, anywhere, anytime.

Smart Delivery

Send documents via email, text, or customer portal.

Status Tracking

Track who opened, viewed, and signed your documents.

Eliminate Paperwork & Close Faster

See how Ask Lou Smart Docs can accelerate your sales cycle.