Templating and documentation
Templates and documents your team can fill in, reuse and trust, so the same work is not rebuilt from scratch every time.
What you get
- Branded templates for proposals, quotes, reports, letters and forms.
- Process documentation and how-to guides, written for the people who use them.
- Document automation that fills a template from your own data.
- Templates in the tools you already use, such as Word, Google Docs and PDF.
A good fit when
- Every proposal starts from last month’s, mistakes included.
- Only one person knows how a process works.
- Your documents look different depending on who made them.
From our own apps
Solar Designer turns every design into a PDF proposal in the installer’s own brand, built from the same figures as the quote.
How a project runs
Three steps, whatever the size of the job.
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Tell us what you need
Send the contact form or email [email protected]. A few lines is enough to start.
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We agree the scope
We talk it through, then send you what we will build and what it will cost.
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We build it, you run it
We build it, hand it over, and show your team how to run it. Ongoing support is there if you want it.
Common questions
What kinds of templates do you make?
Anything your team fills in or sends out repeatedly: proposals, quotes, reports, letters, forms, checklists and onboarding packs.
Can templates fill themselves in?
Yes, when the information already lives somewhere we can reach, such as a spreadsheet, a database or another app.
Do we get the files?
Yes. Templates are handed over in formats you can edit, with notes on how to keep them up to date.
Tell us what you need
A few lines is enough to start. We reply by email.