Document Generation

Every invoice, contract, certificate, and report your team assembles by hand is copy-paste work waiting to go wrong — a stale price, a misspelled name, last year's logo. I build document generation systems that merge your data into polished templates, so a finished, correctly branded PDF is one click away.

Templates live in Google Docs or HTML, with your branding and any required legal language locked in centrally — change the wording once and every future document reflects it. Data flows in from Google Sheets, web forms, Firebase, or your CRM, with validation and conditional logic on the way in: skip the VAT line for exempt clients, insert the signature block only when it's approved.

Delivery is automatic too. The finished file can be emailed to the client, filed in the right Drive folder with consistent naming, or routed to a manager for sign-off first — with a record of who approved what and when. A typical build: an invoice generator that pulls line items from a sales sheet, calculates totals and tax, and lands a branded PDF in the client's inbox.

Because these documents often carry sensitive data, access to templates and outputs is restricted by role, temporary files get cleaned up, and confidential details stay out of the logs.

Every project starts with a fixed-price proposal, comes with Loom and WhatsApp progress updates while I build, and ends with you owning the source code — backed by a 14-day fix guarantee after delivery.

Count how many documents your team produced by hand last week, then book a free 30-minute consultation or email service@automationbymeir.com — I'll show you what the automated version looks like.