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Product

Swann Documents

Documents that fill, send and file themselves.

Nobody retypes a name onto a template. The document fills itself from details you already hold, goes out to whoever needs it, comes back signed when a signature is needed, and files itself where you will find it again.

What Documents takes off your hands

What it does

  • Fills itselfFrom the form, the record or the sheet where the details already sit. A missing field stops it rather than guessing.
  • Goes outBy email or WhatsApp, as a link or an attachment, to whoever needs it.
  • Gets signed, when it needs to beThe person opens the link on their phone and signs with a finger. Both sides get the copy.
  • Files itselfAgainst the customer record, named the way you name things, findable when someone asks for it a year later.
Your systems trigger it, the work happens on our side

How it runs

Step 1

The templates are set up once from your own documents, and they stay yours to change.

Step 2

Something triggers it: a form submitted, a deal reaching a stage, a record updated, or a person pressing a button.

Step 3

It fills, sends and files on our infrastructure. What needs a signature goes out for one; what does not, does not.

Step 4

The audit trail stays with anything signed: who signed, when, and from where.

In context, before anything starts

The price

Quoted per project, with the number in the proposal before anything starts.

Signing is powered by SignWithSwann, our own signing engine, under the subscription.

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The ones we get asked first

Questions

Yes. Quotes, letters, certificates, reports and packs that only need producing and filing are the same work without the last step.

A free 30-minute call

Talk to us

Book 30 minutes with us. We look at your situation together and help you get started with Documents.