Feature · Doc Automation

Doc automation that reads the record and ships the signed PDF back.

Doc automation sounds like a feature until a revenue team actually tries to ship it. The template drafts fine. The merge fields populate fine. The problems show up on the ten thousandth draft when pricing has drifted, the clause library has changed, approvers have turned over, and the audit trail is a mess. Strkr runs doc automation on the typed CRM record so the draft is correct the first time and stays correct as the business evolves. Products module handles quoting. Flows fires the generation. DocuSign and PandaDoc handle signatures. The audit trail carries the full chain.

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What doc automation actually has to cover

Seven jobs the mail-merge demos skip over.

Mail-merge drafts a template and fills in a few fields. Doc automation has to do more: pull the current pricing, apply the right discount with the right approval, check the clauses against the current library, route the right approver with the right context, send to the right e-signature flow, land the countersigned artifact back on the right record, and carry the audit trail across all of it. The seven jobs below separate the demos from the production shape.

Record read

Typed account, contacts, opportunity.

The drafter reads the typed account, the contacts attached to the opportunity, and the custom fields that make the deal specific. The common failure where a draft shows the wrong legal entity name because the merge field pointed at the parent instead of the signing entity does not happen because the typed read respects the schema.

Pricing lookup

Live catalog, versioned snapshot.

Pricing pulls from the Products module with the active catalog version. Every draft stores the catalog version used, so a six-month-later audit can reconstruct the exact pricing that generated the draft. Stale pricing in the proposal because the merge template was six weeks old stops happening.

Discount approval

Threshold rules, policy versioned.

Discount requests above the threshold route to the sales lead, above a higher threshold to the CFO. Approvers see the opportunity, the deal context, the discount history, and the current policy version. Approval or rejection resumes the draft generation. The deal does not stall waiting for someone to find the approval email.

Clause check

Non-standard terms flagged before send.

The clause check runs against the approved library. 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. The delta rate measures weekly.

E-signature send

DocuSign or PandaDoc, native integration.

The signed document routes to DocuSign or PandaDoc through native integrations. Signer order, fields, and countersign chain are configured on the Strkr side and executed on the e-sig side. Teams on Adobe Sign or Dropbox Sign connect through the open API and webhooks.

Artifact landing

Signed PDF back on the opportunity.

The countersigned artifact lands back on the opportunity with the signer chain, the signing time, and the audit certificate. The CRM holds the signed PDF, the deal moves to the next stage, and downstream flows (billing, provisioning, kickoff) fire from the signed state.

Audit chain

Who drafted, approved, signed, countersigned.

The audit log carries the draft generation, every approval, the clause check, 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.

What ships prebuilt

Six doc automation agents a team clones on day one.

A new team clones a doc agent and ships a draft on day one rather than building from scratch. The agents cover the common revenue-team shapes: proposal, contract, invoice, statement of work, renewal addendum, and change order. Each agent carries the typed reads, the pricing lookup, the clause check, the approval routing, and the e-sig outbound wired in.

Proposal agent

From opportunity to e-signature ready.

The proposal agent reads the opportunity, pulls the 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 addendum 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 reviews the clean delta rather than redlining 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 first invoice of a new tier does not ship with the wrong billing term because the typed read respects the new tier schema.

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.

Renewal addendum

Prior terms carried forward, deltas highlighted.

The renewal addendum agent reads the expiring agreement, carries the terms forward, 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. A mid-contract change does not ship with inconsistent pricing because the parent SOW discount is pinned.

The engineering underneath

What keeps doc automation holding up at scale.

Doc automation that works on the first draft is a demo. Doc automation 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 holding.

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.

Catalog integration

Live pricing, versioned snapshots.

The product catalog integration pulls live pricing and active discount tiers. Every draft stores the catalog version used. The common failure where "the proposal referenced old pricing" has no answer at audit does not happen because the version is part of the provenance.

Approval routing

Rules 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. Rules carry versioning so an audit can reconstruct the approval path in effect at draft time.

E-sig integrations

DocuSign and PandaDoc native.

DocuSign and PandaDoc are native integrations with OAuth install, signer order configuration, typed field mapping, and callback handling. The signed artifact lands back on the record with the audit certificate. The signer chain carries into the Strkr audit log.

Open e-sig API

Other vendors through signed webhooks.

Teams on Adobe Sign, Dropbox Sign, or any other e-sig vendor connect through the Strkr open API and signed webhooks. The outbound node routes to the vendor API, the inbound webhook captures the countersign receipt, and the audit log carries the full chain. The vendor-neutral path 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 Strkr AI prompt if the draft used Strkr AI. A six-month-later audit reconstructs exactly what the drafter saw.

Where teams land in practice

Three doc automation patterns from live customers.

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

SaaS pattern

Proposals and renewals, high velocity.

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 a small percentage to legal. The e-sig outbound routes through DocuSign. Document cycle time dropped from 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. Approval routing is dense: service lead, delivery lead, finance, sometimes legal. Approvers see the proposed document with the delta on one card. The approval cycle dropped from eleven days to under three on the median change order.

Healthcare company

HIPAA with BAA addendum.

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 audit log carries chain of custody. Strkr is HIPAA compliant with a BAA available. SOC 2 Type II is in progress through 2026-Q4.

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. Legal spends less time redlining individual drafts and more time curating the library.

Catalog refresh

Quarterly product catalog bump.

Quarterly, the product catalog refreshes. Drafts generated after the refresh pull the new pricing. Drafts in flight before the refresh carry the version they were drafted on. A mid-quarter catalog change does not silently corrupt drafts already in approval because the version is part of the provenance.

Compliance walkthrough

Audit log satisfies the regulator.

When a 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 e-sig countersign receipt. The answer is a URL with filters, not a six-week engagement.

Doc automation that reads the record and ships the signed PDF back.

Strkr runs doc automation on the typed CRM record. Products module handles quoting, Flows fires the generation, DocuSign and PandaDoc handle signatures, the audit log carries the chain. Flat $50 per seat with no per-document fee.

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Common questions

What buyers ask about this feature.

Is doc automation the same thing as document automation?

Yes. "Doc automation" is the shortened form of "document automation" and covers the same category: automated generation of customer-facing documents (proposals, contracts, invoices, SOWs, renewals) from a template that references the typed CRM record. Strkr handles the shape the same way regardless of what the category is called: Products module for quoting, Flows for the trigger, DocuSign and PandaDoc for signatures, and the audit log for the chain. Teams searching for "doc automation" and teams searching for "document automation" land on the same functionality on Strkr.

Does Strkr require a DocuSign or PandaDoc license to use doc automation?

For quotes and proposals generated from the Products module, no. The Products module renders quotes and order forms natively without an e-signature license. For documents that need legally binding signatures, Strkr integrates with DocuSign and PandaDoc as first-class native integrations. Teams on Adobe Sign or Dropbox Sign connect through the Strkr open API and signed webhooks. The CRM owns the trigger, the signer identity, and the signed artifact. The e-signature partner owns the signer flow, the audit certificate, and the templated document library.

How does Strkr handle non-standard clauses or custom legal language?

Legal owns a 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 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. The common failure where legal finds out about a non-standard clause at quarter-end does not happen because the delta surfaces at draft time.

Does doc automation cost extra on top of the Strkr seat price?

No. Strkr is a flat $50 per seat 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 doc automation vendor charges per document and the finance team ends up pressuring the sales team to draft fewer proposals does not happen on this pricing model. The seat price on the pricing page is the full price for the doc automation capability.

Can the ops lead edit doc automation flows without an engineering ticket?

Yes. The flow editor, the clause library, and the approval rules engine are all self-serve surfaces for the ops lead. Edits version on save with one-click rollback. The shadow environment runs edited flows against last week traffic without writing to production. The ops lead reviews the diff and promotes to production. The common failure where a simple routing change takes a quarter because engineering is the only path to production stops on day one.

How long is the audit log retained for compliance review?

The audit retention window is configurable per tenant up to the regulated horizon the business operates under. Healthcare tenants typically retain for the HIPAA six-year window. Financial services tenants typically retain for seven years. The audit log is append-only with cryptographic integrity. No role, including root admin, can disable or redact. Strkr is HIPAA compliant with a BAA available, and the SOC 2 Type II attestation is in progress through 2026-Q4. The retention configuration is a tenant-level setting rather than a per-document setting.

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