Document generation

Document assembly software for contracts and proposals

Document assembly software builds a finished contract or proposal from a template, a set of variables and data you already have. In Signee you mark the variables once, such as party names, fee, term and notice days, fill them by hand or from CRM fields, and send the assembled document for electronic signature without leaving the editor.

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Templates with typed variables
Fill by hand, from CRM or by API
Missing fields caught before sending
Send for signature in the same flow

Services Agreement, Kestrel Outdoor Draft

Services Agreement, Kestrel Outdoor

1. Services. Northwind Labs provides the services described in each statement of work to Kestrel Outdoor.

2. Fees. The client pays 9,800 USD per month, invoiced monthly in advance, due Net 15.

3. Term. This agreement starts on the effective date and renews automatically unless either party gives notice period missing.

4. Confidentiality. 5. Liability. 6. Data protection.

Parties

Kestrel Outdoor
Northwind Labs

Key terms

Term: 6 months
Fee: 9,800 USD per month
Payment: Net 15
Renewal: Auto, 30 day notice

1 missing fieldFix

Signing order

1. Dana Price Signed
2. Omar Reyes Awaiting signature

Sales lead checking a generated order form against the deal record on her monitor

From copy and paste to assembled documents

Most teams create contracts by opening last month's agreement, saving it under a new name and replacing the old customer's details. It works until someone misses one mention of the old company in clause 14, or keeps last year's price in the payment schedule. Document assembly removes that risk: the template holds the approved text, and only the variables change.

A variable in Signee has a type. A date is a date, an amount has a currency, a notice period is a number of days and a party is a company with an address and a signer. Because each variable is typed, Signee can check that nothing is empty or malformed before the document leaves, and it can read the same values back later for renewal alerts.

Not every agreement starts from a template. For a new kind of deal, the AI contract generator drafts the first version from one sentence, and you can save the result as a template for next time. Ready made starting points sit in the contract templates library.

Order Form

Template, 7 variables

Not legal advice

1.Parties. customer.name and provider.name
2.Subscription. seats users on the selected plan
3.Fee. fee per month, billed in advance
4.Term. term_months months from the start date
5.Renewal. Renews unless notice is given notice_days days before the end

Provider

Customer

What you get

Document assembly built for agreements

Templates, variables and sending live in one place, so the document you assemble is the document that gets signed.

Templates with variables

Turn any agreement into a template. Mark the parts that change and give each one a type, a label and an optional default value.

CRM data merge

On Business and Company, map CRM fields to variables, so a new agreement opens with the customer, contacts, price and dates filled in.

Optional clauses

Include or skip whole clauses with a switch, such as a data processing addendum only for customers that need it.

Missing field check

Empty or malformed variables are highlighted, and the document cannot be sent for signature until they are filled.

Generate by API

Create a document from a template with a JSON payload of variables from your own product. Business and Company plans.

Send in the same flow

Signing order, reminders and expiry are set in the same screen. No exporting, no uploading into a separate signing tool.

signee.io/api/v1 REST, JSON

RequestCreate from a template and send

curl -X POST https://signee.io/api/v1/agreements \
  -H "Authorization: Bearer $SIGNEE_KEY" \
  -d '{
    "template": "order-form",
    "variables": { "customer": "Acme Retail", "fee_usd": 3000 },
    "signers": [{ "email": "[email protected]", "order": 1 }],
    "send": true
  }'

201 CreatedResponse, 184 ms

{
  "id": "agr_8KQ2",
  "status": "sent",
  "missing_fields": [],
  "signing_url": "https://signee.io/sign/7c1e..."
}

WebhookPOST to your endpoint after signing

{
  "event": "agreement.signed",
  "agreement_id": "agr_8KQ2",
  "renewal_date": "2027-10-01"
}

Assembly for proposals and bulk sends

Assembly is not only for contracts. A proposal with a pricing table and optional line items is built the same way, and the accepted proposal becomes the agreement. See proposal software for how quotes turn into signed contracts.

When one document has to go to many people, such as an updated policy or a price change addendum, the Company plan sends it in bulk. Each recipient gets their own copy with their own variables, and each copy has its own audit trail.

For teams that create agreements from their own product, the contract API takes a template id and a set of values and returns a document ready to send. It fits naturally into wider contract automation, where approvals and post signature steps run on rules.

How it works

Assemble a document in four steps

1
Pick a template

Start from your own template, a library template or an AI draft saved as a template.
2
Fill the variables

Type the values, pull them from the CRM deal or send them by API. Typed fields keep dates and amounts consistent.
3
Review the result

Read the assembled document in the editor and change any clause if this deal needs it.
4
Send for signature

Set the signers, their order, reminders and expiry, then send. The signed copy lands in the repository.

Approved wording

Signee assembly: Locked in the template
Copy of last contract: Whatever the last person left in

Customer details

Signee assembly: Variables, filled once
Copy of last contract: Find and replace across the file

Errors before sending

Signee assembly: Missing fields blocked
Copy of last contract: Found by the customer, if at all

Dates after signing

Signee assembly: Read back from variables
Copy of last contract: Typed into a spreadsheet

Assembled documents compared with copying an old contract
What you compare	Signee assembly	Copy of last contract
Approved wording	Locked in the template	Whatever the last person left in
Customer details	Variables, filled once	Find and replace across the file
Errors before sending	Missing fields blocked	Found by the customer, if at all
Dates after signing	Read back from variables	Typed into a spreadsheet

Document assembly questions

What is document assembly software

Document assembly software produces finished documents from templates and data. You keep the approved wording in a template, mark the parts that change as variables, and the software fills them for each new deal.

What is the difference between document generation and document assembly

The terms are used interchangeably. Some vendors use generation for creating documents from data at scale and assembly for building one document from templates and clauses. Signee does both.

Can I use my own Word templates

Yes. Upload your agreement, then mark the variables in the editor. The text stays yours, and Signee only fills and sends it.

Which plans include CRM merge and the API

Templates with variables are on every plan. CRM data merge and the API are part of Business and Company. Bulk send is part of Company.

Are assembled documents legal advice

No. Signee assembles the text you or your lawyer approved. Library templates are starting points, not legal advice, and important agreements should be reviewed by a qualified lawyer.

Is there a limit on how many documents I can assemble

Drafting and editing are not limited. Plans count documents sent for signature in each billing period: 30 on Starter, 150 on Business and 600 on Company.

Keep reading

AI contract generator Type one sentence about the deal and the Signee AI contract generator drafts a structured agreement with parties, terms, prices and signature blocks. Read more Contract automation Contract automation software that fills agreements from CRM data, routes approvals, sends reminders and starts workflows the moment a contract is signed. Read more Contract templates Business contract templates for SaaS, services, consulting, software development and NDAs, ready to fill, edit and send for e-signature. Read more

Assemble your next agreement from a template

Describe the deal in one sentence, approve it, send it for signature and let Signee watch the renewal date. Plans start at 24 USD a month billed yearly.