Ask for a letter. Get a finished, branded one.
Quotes, invoices, follow-up emails, HR letters, contract cover notes — the paperwork every office writes on repeat. Describe what you need in plain language, and the box drafts it in your letterhead, ready to export or send, without a single detail ever leaving the building.
The paperwork engine sitting behind every desk
Document & Email Generator takes the drafting work that eats up an hour of someone’s morning — quotes, invoices, cover letters, replies — and turns it into a request typed in plain English.
Quotes, invoices, and letters in your own format
Describe the job, the client, and the numbers, and it produces a properly formatted document in your company’s letterhead — ready to export as a PDF or Word file, no template-wrangling required.
- Your logo, colors, and layout applied automatically
- Export straight to PDF or editable Word
- Reuses figures from past quotes for consistency
Replies and follow-ups that sound like you
Paste in a client’s message and ask for a reply, or describe a follow-up you need to send, and it drafts one in the tone you ask for — friendlier, firmer, shorter — ready to copy straight into your inbox.
- Match tone: formal, friendly, firm, brief
- Drafts refine in conversation, not one-shot
- Nothing about the client or the deal leaves the box
Built for the paperwork an office actually sends
It connects to the rest of the box, so drafts are grounded in real figures and real history, not guesses.
Pulled from the Knowledge Base
Ask for a quote in line with “our standard terms” or a letter following “the usual template,” and it reaches into your uploaded documents to match the wording and figures you already use.
Client details from Contacts
Mention a client by name and it can pull their address and details straight from the Contacts Directory, instead of you retyping the same information into every new document.
Drafted, then refined in chat
The first draft is a starting point, not a final answer — ask for it shorter, add a clause, change the payment schedule, and it revises in the same conversation.
Shareable in a Team Chat Room
Drop a draft into a room with @ai so the rest of the team can review or tweak it together before it goes out, instead of passing a file back and forth.
Describe the document. Export it. Done.
Describe what you need
Type what the document or email is for — a quote, an invoice, a reply — with the key details, in your own words.
Review the draft
It comes back formatted in your letterhead, or as ready-to-send email text — ask for changes in plain language.
Export or send
Download as PDF or Word, or copy the email straight into your inbox — every step generated on the box itself.
Document & Email Generator is one part of the office
Same login, same box, same privacy — explore what else runs alongside it.