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Proposals, Quotes, and Invoices Made Easy
We create automations that generate and organize quotes, proposals, and invoices based on your existing workflows. No more copy-pasting, formatting, or searching for the latest version.
Auto-Generate Documents
Proposals, quotes, and invoices are created instantly based on form inputs, deal status, or completed tasks.
Always the Latest Version
Every update is tracked automatically so your team never sends out outdated files again.
Smart Templates That Fill Themselves
We turn your templates into smart documents that pull in client data, pricing, and project details without manual work.
Send and Store in One Click
Finished files can be sent, logged, and saved in the right place automatically, whether that’s email, Drive, or your CRM.
Trigger Based on Workflow
Documents can be generated when a deal is won, a form is submitted, or a task is marked complete.
Works With the Tools You Use
Our automations connect with your CRM, spreadsheet, billing platform, or any app your team already relies on.
Let's Connect and Ignite Your Success
Reach out to explore how Dextrolab can help you save time and improve your workflows.