This document outlines a proposal for an automated document generation service. It would allow users to generate common business documents like invoices and contracts from simple forms populated with their business information. The documents would be generated from Word templates. It could be prototyped quickly using WordPress for user accounts and custom fields. Pricing would be $15 per month for unlimited document generation. The service aims to provide a simple alternative to more full-featured but complex competitors in the document automation space.

1. Freelancer
Document
Automation

2. Table of contents
1. Who Am I
2. How did this idea come
about?
3. Who is the competition?
4. What forms do we
automate?
5. How do you price it and
what do you get?
6. How hard is it to prototype?
7. Questions/Comments
2

3. Who Am I?
3
Blake Howe
Programmer for 15 years
Interests include Site Security, Site Speed, API
integration, Document Automation, Wordpress
Contact information:
www.smartzweb.com
info@smartzweb.com
601-500-1794

4. How Did
this idea
come
about?
4
● We Have done document automation for
several years at Us legal Forms.
● I started a small business and these are tasks
that are done over and over. Huge pain point
for most people.
● There are existing tools but they do everything
including the kitchen sink.
● People want simple tools

5. Who is the
competition?
5
● Motiv App - now defunct but the same niche
● 17 hats - They do everything got 5.25 million
in funding
● Free “Stuff” - people find it online
● Freelance Writers that will do it for you

6. What forms
do we
automate?
6
● Invoice with changeable logo, business info
● Project Proposal with logo, business info,
standard legal Jargon
● Contract generated from the Proposal

7. How do you
price it and
what do you
get?
7
● Simple $15 dollars a month for all you want to
generate don’t over complicate it
● Ability to generate these documents from
simple forms and your profile info.
● Basic Reporting
● Account with profile info all your past
proposals, invoices, etc searchable and
editable. Send, resend at a click of a button.

8. How hard is it
to prototype?
8
● Wordpress already has the user accounts,
custom fields
● Word document generation made easy
https://github.com/PHPOffice/PHPWord
● Double or nothing we could have a working
prototype up in 4 weeks.

9. Thank you very
much for your time
Questions /
Comments
9
Contact Information
www.smartzweb.com
info@smartzweb.com
601-500-1794