ProductDocuments Engine

Generated Documents

Generate PDF or DOCX outputs from templates, including batch mail runs.

Overview

Generate PDF or DOCX outputs from templates, including batch runs for large mailings.

Trigger generation from a business document (invoice, quote). (UAT-C-DOCENG-BATCH-001)
Review the PDF preview. (UAT-C-DOCENG-DOCX-001)
Download or send via configured channels. (UAT-C-DOCENG-GEN-001)
Use batch generation for periodic statements. (UAT-C-DOCENG-GEN-001)
Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-DOCENG-GEN-001)
If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-DOCENG-GEN-001)

Document generate permissions on parent records.

Recurring billing on contracts

Monitor recurring cadence, upcoming periods, and generated draft invoices on service contracts.

Overview

Templates and branding that power PDFs, emails and batch outputs.