AI Documents
One place for every lead
Quotes, contracts, agreements and forms generated from your records, sent for signature and filed on the customer — automatically.
Built by the same Auckland engineering team that designs PCBs, embedded firmware and test-and-tag programmes.
Paperwork is where the day disappears
- The same details get typed into the quote, the contract and the invoice.
- Documents live in email threads and a shared drive nobody can search.
- Chasing signatures is a manual job.
From record to signed
We load your templates
Quote, contract, listing agreement, intake form, engagement letter — with your branding.
Pwoli fills them from the CRM
Customer, job, property or policy details, no re‑typing.
Sent, chased, filed
Sent from your own email address, reminded if unsigned, stored on the customer record and the pipeline card.
What documents cover
Templates per industry
Industry packs supply the usual set; we add yours.
Auto‑fill from records
One source of truth.
Signature flow
With reminders.
Filed on the record
Customer, job, deal, booking.
Client portal access
Customers download their own documents.
Versioned
Edits don’t overwrite history.
What you actually see
Your documents screen in Pwoli.
- Generate from CRM data
- Send for signature
- Auto‑file on record
Set up for how your industry works
One sentence.
Questions we get asked
Can I use my own templates?
Yes; we load them during setup.
Are signed documents legally binding?
Pwoli records the signature event; whether a document is binding depends on its content and your jurisdiction — we don’t give legal advice.
Where are documents stored?
On the customer's record inside Pwoli, with portal access for the customer where enabled.
Stop typing the same details three times
Bring a quote or contract template to the demo.