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Generate contracts automatically with Swiftask and Docmosis

Swiftask orchestrates data and Docmosis generates your documents. Create complex contracts instantly, without human error and in full compliance.

Resultat:

Accelerate your sales cycle and reduce the administrative burden on your legal and sales teams.

Manual contract drafting slows down your growth

Contract creation is often a bottleneck: manual data entry, risky copy-pasting, formatting errors. Your teams waste valuable time on repetitive tasks, increasing the risk of legal errors and delaying deal closures.

Les principaux impacts négatifs :

  • High risk of entry errors: Manual data transfer between your CRM and contract templates leads to costly mistakes and non-compliant documents.
  • Extended sales cycles: Dependence on manual processes slows down document delivery to clients, directly impacting your conversion rate.
  • Overloaded legal teams: Legal staff spend too much time reviewing standard contracts instead of focusing on high-value dossiers.

Swiftask automates data extraction and formatting, while Docmosis instantly generates perfect PDF or Word documents. You get compliant contracts in seconds.

AVANT / APRÈS

Ce qui change avec Swiftask

Traditional manual process

A sales rep manually enters client data into a Word template. They check every clause, generate the PDF, and send it manually via email. The risk of error is high and the process takes hours.

Swiftask + Docmosis automation

Swiftask retrieves the necessary data (CRM, form, database), structures it, and triggers the Docmosis API. The contract is generated, stored, and ready to be signed in seconds, with zero intervention.

Set up your contract factory in 4 steps

ÉTAPE 1 : Structure your templates in Docmosis

Create contract templates in Word or PDF with Docmosis merge tags. Your templates become dynamic and ready for automation.

ÉTAPE 2 : Connect your data sources to Swiftask

Configure Swiftask to extract necessary information from your business tools (CRM, ERP, forms) to populate your contracts.

ÉTAPE 3 : Define the automation workflow

Create a rule in Swiftask: as soon as an opportunity reaches a specific stage, data is sent to Docmosis to generate the contract.

ÉTAPE 4 : Automate sending and storage

The generated contract is automatically sent to the client or stored in your Document Management System (DMS) or CRM.

Advanced document generation capabilities

Swiftask analyzes and validates data consistency before initiating generation, ensuring every contract adheres to your business rules.

  • Connecteur cible : L'agent exécute les bonnes actions dans docmosis selon le contexte de l'événement.
  • Actions automatisées : Word and PDF document generation. Dynamic injection of complex data (tables, conditional clauses). Merging multiple data sources. Automatic sending after generation.
  • Gouvernance native : Traceability of every generation is ensured in Swiftask for total compliance.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-docmosis@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Why automate with Swiftask and Docmosis

1. Absolute precision

Eliminate copy-paste errors with automation based on validated data.

2. Massive productivity gain

Reduce contract creation time from hours to seconds.

3. Guaranteed compliance

Use templates locked by the legal department to ensure contractual consistency.

4. Unlimited scalability

Generate one contract or thousands with no additional effort, regardless of complexity.

5. Seamless integration

Connect your sales workflow to your existing stack without changing your tools.

Data security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations docmosis.

  • Secure processing: Data is transmitted securely between Swiftask and Docmosis, ensuring document confidentiality.
  • Template control: Only approved templates are used, preventing the use of outdated versions.
  • Audit and traceability: Every generation is logged: who triggered the document, which template was used, and when.
  • GDPR compliance: Automation respects data protection standards by processing sensitive information securely.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Measurable operational impact

MétriqueAvantAprès
Generation time1 to 4 hours per contractUnder 30 seconds
Error rateFrequent (manual)Close to 0 (automated)
Team productivityHeavy administrative tasksFocus on negotiation
Time to signatureSeveral daysSignificantly reduced

Passez à l'action avec docmosis

Accelerate your sales cycle and reduce the administrative burden on your legal and sales teams.

Éditez et publiez vos factures automatiquement avec Docmosis

Cas d'usage suivant.