Your AI coworker for
document operations.
Delegate proposals, contracts, and SOWs to Docsyde. It does the work and reports back.
Docsyde
Create a proposal for Acme Car Wash — standard template, Net-30.
Done. Pulled deal data from Pipeline — $12,400, 3 locations. Standard Proposal with Net-30 terms.
Ready to send. Approve?
Send it.
Sent to john@acmecarwash.com. Reminder set for Friday. CRM updated.
Document ops is broken.
Brittle automations
Workflows break every time your CRM changes.
Slow turnaround
Days between closing a deal and sending the contract.
Manual busywork
Someone smart is copying data instead of closing deals.
Not a tool.
A coworker.
Docsyde doesn't wait for instructions. It understands what needs to happen, does the work, and tells you when it's done.
It Understands
Reads your CRM, selects the right template, applies your rules, and asks when something is unclear.
It Acts
Drafts documents, sends with e-signature, follows up automatically, and updates your CRM.
It Reports Back
Tells you what is signed, stuck, or expiring. No dashboards — it comes to you.
Three steps to delegation.
Delegate
Tell Docsyde what you need in plain English.
Execute
Docsyde pulls data, generates the document, and surfaces it for approval.
Deliver
Sent with e-signature. Followed up automatically. CRM updated.
Simple, transparent pricing.
Less than your current stack. No credit card required to start.
Starter
For small teams getting started.
- 5 team members
- 50 documents / month
- Unlimited templates
- 1 CRM integration
- E-signature included
Business
For teams ready to delegate.
- 10 team members
- 150 documents / month
- Unlimited templates
- 2 CRM integrations
- Advanced logic & instructions
- Priority support
Scale
For larger teams and complex workflows.
- 25 team members
- 300 documents / month
- Unlimited templates
- 3+ CRM integrations
- Dedicated onboarding
- Account manager
Ready to transform
your workflow?
Join teams who have already made the switch. Start your free trial today — no credit card required.