Do you build Word add-ins or standalone document software?

Both. I build in-Word automation with an Office.js add-in (content controls, clause insertion) and server-side document generation with OpenXML — whichever fits how your team works.

Can it merge data from our CRM or database into documents?

Yes. The automation pulls fields from your CRM, database, or API and merges them into branded templates so every document is populated and consistent.

Does it handle approvals and e-signature?

Yes — workflow automation development includes routing through approval steps and out to DocuSign or Adobe Sign, with status tracked end to end.

Can you automate Google Docs instead of Word?

Yes. If your documents live in Google Workspace I build the same generation and automation with Google Apps Script.

Will the output match our existing templates and branding?

Yes. Automation is built around your existing templates, styles, and brand using content controls and defined layouts, so output looks exactly as it should.

Automation

Document Automation Software

Custom document automation that generates, reviews, and routes documents from your templates and data — Word add-ins with Office.js content controls, server-side DOCX generation, and approval and e-signature flows.

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What I build

What's included

Word add-in development

Word add-ins using Office.js content controls for clause insertion, contract review, and one-click document generation inside Word.

Template & document generation

Custom Word automation that merges your data into branded templates — server-side DOCX via OpenXML or in-app — no more copy-paste.

Workflow automation development

Routing documents through approvals, e-signature (DocuSign/Adobe Sign), and status tracking so nothing stalls in an inbox.

AI-assisted review

Optional AI to summarize, flag risky clauses, and extract fields for faster, more consistent review.

Problems this solves

Sound familiar?

Legal or ops teams assembling contracts and proposals by copy-paste.
Inconsistent output because everyone starts from a slightly different template.
Documents stuck for days in an email approval chain.
The same client data re-keyed into every new document.

Example use cases

What this looks like in practice

Clause library in Word

A Word add-in that inserts approved, correctly formatted clauses and fills metadata via content controls.

Proposal generation

Server-side generation that merges CRM data into a branded DOCX proposal in seconds instead of an afternoon.

Approval + e-sign flow

Generated documents routed through approval and out to DocuSign, with status tracked automatically.

Tech stack

The tools I use for this

Word

Office.js (Word API)
Content controls
TypeScript

Generation

OpenXML
docx library
Templates & mail-merge

Workflow

Approvals
DocuSign
Adobe Sign

Also

Google Docs + Apps Script

Process

How it works

Map the flow

Understand templates, data sources, and approval steps.

Build automation

Word add-in or server-side generation, per your platform.

Connect the workflow

Wire in data, approvals, and e-signature.

Roll out

Deploy with training and documentation.

Document automation is part of my Microsoft 365 development work. For spreadsheet-driven output see custom Excel add-in development, or Google Apps Script if your documents live in Google Workspace.

Related services

FAQ

Questions, answered

Do you build Word add-ins or standalone document software?: Both. I build in-Word automation with an Office.js add-in (content controls, clause insertion) and server-side document generation with OpenXML — whichever fits how your team works.
Can it merge data from our CRM or database into documents?: Yes. The automation pulls fields from your CRM, database, or API and merges them into branded templates so every document is populated and consistent.
Does it handle approvals and e-signature?: Yes — workflow automation development includes routing through approval steps and out to DocuSign or Adobe Sign, with status tracked end to end.
Can you automate Google Docs instead of Word?: Yes. If your documents live in Google Workspace I build the same generation and automation with Google Apps Script.
Will the output match our existing templates and branding?: Yes. Automation is built around your existing templates, styles, and brand using content controls and defined layouts, so output looks exactly as it should.

Let's build it together

Email me with what you need — I'll reply with a clear plan and next steps. Prefer chat? WhatsApp works too.