Document automation
Generate, negotiate, e-sign, and file documents from a single governed workflow, straight out of Microsoft Word, with your templates and clause library.
Assemble accurate first drafts from your templates and approved clause library.
Track changes, compare against your playbook, and flag deviations for review.
Route to DocuSign or Adobe Sign for e-signature without leaving the workflow.
Store the executed document in your DMS with a full audit trail.
Word Toolbar
The Word Toolbar brings Neota's automation into Microsoft Word — so authors build and run document solutions in the tool they use every day.
Book a demo and we'll automate one of your real documents end to end.