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📄
Lite
Document Creation
Instant document generation from your job data
Instant
Generation
Custom
Templates
Zero
Data Entry
Overview
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.
Key Features
- ✓Mail merge from job and quote data
- ✓Quote letter generation with branding
- ✓Producer statement creation
- ✓Sale and purchase agreement templates
- ✓Custom document templates
- ✓Automatic data population — no manual entry
- ✓PDF generation and email integration
- ✓Document history tracked against each job
Document Creation is included in FSManager Lite and above
See how Document Creation fits into the full FSManager platform.
Try Before You Buy
Enter your email to get instant access to a live demo — no sign-up, no credit card, no commitment.
Demo resets daily with sample data · Valid for 7 days · Shared read-only access