Solutions Requests
Document generation
Quotes, contracts and letters assembled from the request, not from last time’s copy.
01 / What it looks like running
Start to finish, and where a person still comes in.
- 01 / TriggerDetails confirmed
- 02 / AutomatedCorrect template chosen
- 03 / AutomatedDetails filled in
- 04 / AutomatedSent for signature
- 05 / AutomatedFiled on return
- 06 / Needs a personWhat the document should say
Automated Needs a person 4 of 6 run without anyone
02 / What stops happening
7 steps become 1.
The struck lines are the ones nobody performs after this is live.
- Someone opens last month’s version
- They save it under a new name
- They change the fields they remember to change
- One old value survives into the new document
- They email it for signature and track it by hand
- They file the signed copy, or mean to
- Deciding what the document should actually say
03 / Built on
In your tenant, under your licences.
- Power Automate
- SharePoint
- Power Apps
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.