Operations

AI document workflows that move deals faster

Automate generation, signatures, and storage so your teams spend more time with customers and less on paperwork.

What our document automation delivers

From generation to archival—managed by AI

Automated document generation

Create proposals, contracts, onboarding packs, and reports with AI using your templates.

E-signature workflows

Send documents for signature, track status, and remind stakeholders automatically.

Compliance controls

Apply approval rules, version control, and audit trails for regulated industries.

System integrations

Sync signed documents to CRMs, ERPs, and document repositories instantly.

AI data extraction

Capture key fields, clauses, and obligations to trigger downstream workflows.

Visibility and analytics

Monitor turnaround times, completion rates, and outstanding approvals in real time.

Clause versioning

Track clause updates and maintain a single source of truth across every template.

Automated reminders

Notify stakeholders about pending reviews, expirations, and renewals without manual chasing.

Blog

Document automation resources

Blueprints for legal, sales, and operations teams

Frequently asked questions

How Foxtra automates document lifecycles

We integrate with DocuSign, PandaDoc, Adobe Acrobat Sign, Dropbox Sign, and custom document systems.

Yes. Generate dynamic sections, pricing tables, and clauses based on recipient data or deal context.