Document Creation

The creation of complex quote letters, sale and purchase agreements, producer statements, and other documents is instant with FSManager. Using mail merge technology, documents are generated directly from job data — eliminating manual preparation and ensuring accuracy.

Customisable templates mean your documents look professional and consistent every time, while pulling in the exact data needed for each specific job, quote, or client.

Mail merge templates work across the entire job lifecycle — quote letters and sale-and-purchase agreements during the CRM phase, factory paperwork and assembly sheets during manufacturing, producer statements and warranties on completion, operations and maintenance manuals at handover. Each template draws data directly from the job record, so prices, dimensions, customer details, scope of works and certifications are always current and consistent. Documents are saved against the job's file share automatically — no more lost documents in personal email folders. For builders and architects who require specific producer statements or compliance documentation, FSManager generates them on demand from approved templates, eliminating the back-and-forth that documentation requirements usually create.