Feature · AI Document Automation

Document automation that reads your CRM and drafts the whole thing.

Most document automation ships a mail-merge engine wearing an AI badge. The real job is harder: the AI has to read the typed account, pull the signed master services agreement from last year, lookup the current pricing catalog for the quoted products, apply the discount approval the sales lead signed off on, draft the proposal in the brand voice, route to legal for non-standard clauses, and send to e-signature with the audit trail attached. Strkr runs that stack natively with Strkr AI inside the record, DocuSign and PandaDoc on the outbound side, and a flat seat price with no per-document fee.

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The jobs document automation has to cover

Seven moves most document automation vendors skip.

Document automation vendors mostly ship a Word template with merge fields and call it done. The real work starts after merge: pulling the right version of the master agreement, matching the quoted product line to the current catalog, applying the right discount with the right approval, running the legal clause review, routing the right stakeholder for sign-off, sending to the right e-signature flow, and leaving the audit trail. The seven moves below separate the mail-merge demos from the production document automations that actually ship.

Reads the record

Account, contact, opportunity, custom fields.

The drafter reads the typed account, the contacts attached to the opportunity, the custom fields that make the deal specific (segment, legal entity, contract tier), and the historical documents on the account. The common failure where a document draft shows the wrong legal entity name because the merge field pointed at the parent account instead of the signing entity does not happen.

Pulls prior documents

Last year master agreement, this year addendum.

The drafter pulls the signed master services agreement, the current amendment, and the active statement of work from the record. The new document references the prior terms correctly. The common failure where the renewal proposal references a master agreement that was superseded 18 months ago gets avoided because the document provenance is on the record.

Looks up pricing

Current catalog, current discount sheet.

The pricing lookup node calls the live product catalog, pulls the applicable list price, applies the active discount tier, and computes the line totals. The common failure where a proposal ships with last quarter list price because the merge template was stale gets closed off at the lookup boundary.

Checks legal clauses

Non-standard terms flagged before send.

The legal clause check runs against the approved clause library. Non-standard clauses (unusual indemnification caps, non-standard payment terms, atypical data clauses) flag before the document goes to the approver. The approver sees the delta from standard and the receipts. The common failure where legal finds out about a non-standard clause at quarter-end does not happen.

Routes approvals

Who signs what, when, with context.

Approval routing follows the business rules: discounts above 15% route to the sales lead, non-standard payment terms route to finance, non-standard legal clauses route to legal. Approvers see the proposed document, the delta from standard, and the receipts on a card on their home. The approval cycle shortens because switching tabs is not required.

Sends to e-signature

DocuSign or PandaDoc, native integration.

The signed document routes to DocuSign or PandaDoc through native integrations. The signer order, the fields to be signed, and the countersign chain are configured on the Strkr side and executed on the e-sig side. The common failure where the proposal gets sent to the wrong signer because the e-sig template was out of date gets avoided.

Audit on every move

Who drafted, who approved, who sent.

The audit log carries the draft generation, every approval, the clause review, the pricing lookup, the e-sig send, and the countersign receipt. A compliance query like "every proposal shipped with non-standard terms in Q3" is a filter on the audit page. The retention window is configurable per tenant up to the regulated horizon.

What ships out of the box

Six prebuilt document agents for common jobs.

A new team clones a document agent and ships a draft on day one. The agents cover proposals, contracts, invoices, statements of work, renewal addendums, and change orders. Each agent carries the typed record reads, the pricing lookup, the clause check, the approval routing, and the e-sig outbound wired in. The team adjusts the brand voice and the field mapping and promotes to live after a one-week dry-run.

Proposal agent

Draft from opportunity, discount applied.

The proposal agent reads the opportunity, pulls the attached products from the catalog, applies the discount tier, runs the clause check, routes approval if the discount is non-standard, and generates the proposal document ready for e-signature. First proposal of the quarter ships in minutes rather than hours.

Contract agent

Master agreement with references.

The contract agent generates a master services agreement with references to the signed addendums and the active statements of work. The clause library informs the draft. Non-standard clauses flag before send. Legal sees the clean delta rather than reading the whole document.

Invoice agent

From signed opportunity, with billing rules.

The invoice agent reads the signed opportunity, applies the billing rules (upfront, monthly, usage-based), generates the invoice document, and routes to the billing system. The common failure where the first invoice ships with the wrong billing term because the merge template did not know about the new tier gets closed off.

SOW agent

Scope, timeline, deliverables, pricing.

The statement of work agent reads the opportunity, pulls the scope template matching the service tier, applies the timeline from the project kickoff plan, and computes the pricing. The customer-facing SOW drafts in minutes with the right scope language rather than hours of copy-paste from the last SOW.

Renewal addendum

Prior terms carried forward, deltas highlighted.

The renewal addendum agent reads the expiring agreement, carries the terms forward to the new period, and highlights the deltas (price change, scope change, new product adds). The customer sees the clean delta on the renewal proposal rather than redlining a fresh master agreement.

Change order agent

Mid-contract scope changes.

The change order agent generates mid-contract scope changes with references to the parent SOW. The pricing lookup applies the current catalog with the carried discount. The approval routing follows the business rules. The common failure where a mid-contract change order ships with inconsistent pricing because the parent SOW discount got lost gets avoided.

The engineering underneath

What makes the document automation hold at scale.

A document automation that works on the first draft is a demo. One that works on the ten thousandth draft survives drifting catalogs, new product tiers, changing clause libraries, approver turnover, and compliance audits. Strkr ships the primitives that keep the automation working across quarters.

Clause library

Versioned, approved, searchable.

The clause library is a versioned store with every clause tagged by category (indemnification, data, payment, termination). Legal owns the library. The drafter pulls from the current approved version. The clause check compares the proposed draft against the library and flags deltas before approval. Legal does less redlining.

Catalog integration

Live pricing, versioned snapshots.

The product catalog integration pulls the live pricing and the active discount tiers. Every draft stores the catalog version used, so a six-month-later audit can reconstruct the exact pricing that generated the draft. The common failure where "the proposal referenced old pricing" has no answer at audit does not happen.

Approval routing

Rules engine the ops lead maintains.

The approval rules engine is configurable through the ops lead UI. Rules like "discount above 15% to sales lead, above 25% to CFO, non-standard legal clause to legal" are editable without engineering. The rules carry versioning so an audit can reconstruct the approval path that was in effect at draft time.

E-sig integrations

DocuSign and PandaDoc native.

DocuSign and PandaDoc are native integrations with OAuth install, signer order configuration, field mapping, and callback handling. The common failure where the e-sig send corrupts the custom fields because the integration was built with a brittle webhook does not happen because the integration carries the typed field mapping.

Vendor-neutral e-sig

Open API for other e-sig vendors.

Teams on Adobe Sign, Dropbox Sign, or any other e-sig vendor connect through the Strkr open API and webhooks. The outbound node routes to the vendor API, the inbound webhook captures the countersign receipt, and the audit log carries the full chain. Strkr does not ship a native connector for every e-sig vendor, but the open API covers the gap.

Document provenance

Every draft stores its context.

Every document draft stores the typed record state at draft time, the catalog version, the clause library version, the approval chain, and the model prompt. A six-month-later audit can reconstruct exactly what the drafter saw and why it drafted what it did. The common failure where "we cannot explain this draft" has no answer gets avoided.

Where teams land in practice

Three deployment patterns from live customers.

A 60-seat SaaS, a 180-seat professional services firm, and a 420-seat healthcare company each run document automation differently. The platform plumbing stays the same. The agent configuration and the approval rules flex to the business. The compliance posture holds across all three.

SaaS pattern

Proposals and renewals, high volume.

A 60-seat SaaS runs the proposal agent and the renewal addendum agent across 300+ documents a month. The pricing lookup pulls from the live catalog. The non-standard clause check routes 8% of drafts to legal. The e-sig outbound routes through DocuSign. Document cycle time dropped from a few days to under a day on the median deal.

Services firm

SOW and change orders, approval-heavy.

A 180-seat professional services firm runs the SOW agent and the change order agent. The approval routing is dense: service lead, delivery lead, finance, and sometimes legal. Approvers see the proposed document with the delta from standard on one card. The approval cycle dropped from 11 days to under three on the median change order.

Healthcare company

BAA addendum, PHI posture.

A 420-seat healthcare company runs the proposal agent with the BAA addendum automatically appended for any customer that will process PHI. The clause library includes HIPAA-compliant data clauses. The e-sig flow routes through DocuSign with the BAA as a required signer step. The audit log carries the full chain of custody.

Monthly review

Legal reviews the delta rate.

Monthly, legal reviews the clause check delta rate (percentage of drafts flagged as non-standard). If the rate climbs, the clause library updates. If the rate drops, the library gets reviewed for stale clauses. The legal team spends less time redlining individual drafts and more time curating the library.

Catalog refresh

Quarterly catalog version bump.

Quarterly, the product catalog refreshes. Every draft generated after the refresh pulls the new pricing. Drafts in flight before the refresh carry the version they were drafted on. The common failure where a mid-quarter catalog change silently corrupts drafts already in approval does not happen.

Compliance walkthrough

Audit log satisfies the regulator.

When the regulator asks about document provenance (what pricing was in effect on 2026-04-15 for the signed Acme SOW), the audit log carries the catalog version, the clause library version, the approval chain, and the model prompt. The answer is a URL with filters, not a six-week engagement.

AI document automation that reads your record and drafts the whole document.

Strkr AI drafts proposals, contracts, invoices, SOWs, and renewal addendums from typed CRM data. Pricing lookup, clause check, approval routing, DocuSign and PandaDoc e-sig native, flat $50 per seat with no per-document fee.

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Common questions

What buyers ask about this feature.

How is AI document automation different from mail-merge document templates?

Mail-merge templates fill fields from a database. AI document automation reads the typed record, pulls the prior signed documents, looks up current pricing, runs the clause check against the approved library, routes approvals based on the business rules, and sends to e-signature with the audit trail attached. The difference matters because mail-merge works for the first thousand drafts and breaks on the ten thousandth. AI document automation stays correct as the catalog drifts, the clause library updates, and the approval rules change, because the primitives are composable rather than templated.

Does Strkr ship native connectors for DocuSign and PandaDoc?

Yes. DocuSign and PandaDoc are native integrations with OAuth install, signer order configuration, typed field mapping, and callback handling for countersign receipts. The audit log carries the full chain from draft generation through countersign. Teams on Adobe Sign, Dropbox Sign, or other e-sig vendors connect through the Strkr open API and webhooks; the outbound node routes to the vendor API, the inbound webhook captures the receipt, and the audit log holds. Strkr does not ship native connectors for every e-sig vendor, but the open API covers the gap.

How does the clause check work and who owns the clause library?

Legal owns the clause library. The library is a versioned store with every clause tagged by category (indemnification, data, payment, termination). The clause check runs on every draft and compares the proposed clauses against the current approved version. Non-standard clauses (unusual indemnification caps, non-standard payment terms, atypical data clauses) flag before the document reaches the approver. Legal sees the clean delta rather than reading the whole document. Monthly, legal reviews the delta rate and tunes the library.

What happens if the pricing catalog changes mid-draft?

Every draft stores the catalog version used at draft time. A catalog refresh does not retroactively modify drafts already in approval. Drafts in flight carry the version they were drafted on, so the approval chain evaluates against consistent pricing. New drafts after the refresh pull the new pricing. The common failure where a mid-quarter catalog change silently corrupts drafts already in approval does not happen because the catalog version is part of the document provenance.

How does the audit log support compliance queries?

Every draft generation, pricing lookup, clause check, approval, e-sig send, and countersign receipt lands in the audit log keyed on the document ID and the flow run ID. A compliance query like "every proposal shipped with non-standard payment terms in Q3" is a filter on the audit page. The retention window is configurable per tenant up to the regulated horizon. The audit log is append-only with cryptographic integrity. No role, including root admin, can disable or redact.

Does AI document automation ship with a per-document fee?

No. Strkr is $50 per seat flat with no per-document fee, no per-draft fee, and no per-approval fee. A team that drafts 300 proposals a month pays the same as a team that drafts three. The common failure where a document automation vendor charges per document and the finance team ends up pressuring the sales team to draft fewer proposals does not happen. The seat price on the pricing page is the full price for the document automation capability.

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