New · DocStudio

Custom Branded Documents Generated in

Build reusable branded templates once, then let DocStudio generate accurate, customer-ready documents from live deal data instantly.

DocStudio turning an existing quote or flyer into a reusable live template that fills with live deal data

5 Million+ Site Assessments Completed across the US, AU, NZ, and CA

AR Homes bnw
actonADU
ADU Concepts
Adu builder
Barrier Reef Logo black and White
Bequall
boxable bnw logo
Blue Haven Pools black and white
brio logo bnw
BrookfieldWhiteLogo
logo-builders-alliance
burton-pools-logo
California Modulars
Cottage
Florida Leisure
Homebound-Technologies,-Inc
Homes
Iexar homes bnw
MY-ADU
NXTlogowhite
Narellanpools
Schumacherhomes_logo white
Premier-Pools-and-Spas-Logo-2
Red Door
samara
SJP white logo
snap-adu-logo-color
Superiro-pools_spas-removebg-preview
SplashZone-Pools&spas
Studio-Home-ADU
Udaadu-new-logo-white
Veev-Logo-2-18-22-RED

Why DocStudio

Your documents, back as live templates. Ready in minutes.

Your brand already lives in last year's flyer and the brochure your designer made. Bring it in, or describe what you need. Both land in the same editor, with live deal fields and an assistant ready for the next change.

Import what you already send

Drop a PDF into the chat and it's rebuilt as an editable template.

DocStudio rebuilding an uploaded PDF, PNG or JPEG quote, including a phone photo, as an editable templateDocStudio linking client, site and price fields to live deal data automaticallyDocStudio generating a PDF from a selected deal with every field filled inDocStudio assistant designing an on-brand open house flyer from a short description, with proposal and site plan options

How it works

From template to customer in 3 steps

Import or describe Confirm your live fields Preview and generate
Step 1

Import or describe

Drop the quote or brochure you already send into the chat, or tell the assistant what you want. Paste your website address and it designs with your logo, colors and fonts.

PDF in chat · PDF, PNG, JPEG or scan via Import
Up to 20 pages in one go

Step 2

Live fields fill in on every quote

Confirm your live fields

Names, prices and addresses are suggested as live fields. Nothing links to the deal until you confirm it.
Step 3

Preview and generate

Preview against a real deal, generate a polished PDF in one click, and change anything by asking the assistant. Totals always come from the quote itself, never the template.

A two-page quote, on brand, from our site
logo, colors and fonts from your site
Drafted 2 pages. Layout checked and holds.

Type it or say it
Quote, Proposal, Flyer, Brochure, Site plan, Report

Two experiences

One workspace. Two ways to work.

Built for admins

Set the standard. Approve in one click.

One template for the whole team. Every publish goes through you.

DocStudio admin workspace for importing templates, previewing them against a real deal and editing with AI
  • Build team-wide templates
  • Rules by build type, team or stories
  • Approve access and publishing in one click
  • Nothing goes account-wide without you
Book a Demo
Built for sales teams

Pick a deal. Generate the document. Or make your own.

One click from any deal. Your own templates, no waiting.

DocStudio sales workspace generating a document from a selected deal with live data, saved to MyDocs
  • Generate from any deal
  • Live deal data, no retyping
  • Request access from the Generate menu
  • Publish for yourself instantly
Book a Demo

Chat assistant

Ask. It changes. It checks. You keep or undo.

Type, speak or drop in a PDF. The assistant picks up your brand, makes the change,
and checks the page. You keep it or undo it.

  1. 01

    You ask

    Typed or spoken, in plain English.

  2. 02

    It changes

    Every change is listed. Click one to jump to it on the page.

  3. 03

    It checks

    It renders the affected pages, looks for overlaps and overflow, and fixes them.

  4. 04

    You decide

    Keep it, or undo the whole turn in one click.

Features

Skip the blank page. Keep every document on brand.

Import what you already have

Drop in a PDF. Your brand comes with it.

Describe it, get a design

Quotes, flyers, proposals and more, designed from a sentence.

On brand from your website

Paste your URL. Logo, colors and fonts carry through.

114 live data fields

Client, site, price and more, filled in from the deal.

Compliance, built in

Put the zoning verdict inside the proposal.

One template, every case

Rules show or hide content by build type, team or stories.

Common Questions

Frequently asked questions

Ready to see it?

Bring your current quote. It works
here by the end of the demo.