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Sell & talk

Deliver

Run the business

Intelligence

Platform

Every module works on the same records, in your own workspace.

Documents & files

Documents from the deal, not from scratch.

Pick a template on a deal and APROS fills in the currency, amounts and line items. The form asks only for what’s missing. Then edit Word, Excel and PowerPoint files right in the browser.

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Capabilities · 32

From the first draft to the signed copy, in one place.

Generate documents from your records, run them through approval, and keep every file where the work happens.

  • 32capabilities
  • 9statuses
  • 13letterheads

Generate from the record

5
  • From the deal
  • Dry run
  • PDF
  1. A document from any deal.Pick a kind and a template on a deal or company. Currency, amounts and line items come from the deal.
  2. Only the missing fields.A dry run works out which fields are really missing, and the form shows only those.
  3. PDF on issue.Issued documents are rendered to PDF, from HTML templates or from DOCX.
  4. Documents, Notes, Files on every record.Every lead, contact, company and deal has all three tabs.
  5. Notes that read like documents.Rich-text notes on a record, with AI writing commands, that open full screen.
Show all 5Show fewer

Documents registry

9
  • List
  • Kanban
  • 9 statuses
  1. One register for every document.Contracts, acts, invoices, NDAs and the rest, as a list or a kanban by kind.
  2. Nine statuses.Draft, Pending approval, Issuing, Issued, Sent, Signed, Posted, Accepted and Rejected.
  3. Only the next sensible action.Preview, send for approval, approve, issue, mark as sent or signed. The card shows only the actions the document’s state allows.
  4. Approval by role or person.A document kind can require approval. An approval task is created, and an approval goes stale if the document changes afterward.
  5. A version per issue.Each issue freezes a version that keeps its own file for download.
  6. Edit the body as blocks.Clauses, parties, requisites and signatures, line items, totals, amount in words, payment stages, appendices and page breaks.
  7. Document chains.Link a contract to the acts and amendments that follow it, and generate the next one from it.
  8. Register what was made elsewhere.Add a signed scan or any outside document to the register as its own record, with its file, for the kinds that allow it.
  9. Numbers that allocate themselves.Each kind numbers from its own series, and the form previews the next number.
Show all 9Show fewer

Templates, kinds and letterheads

4
  • DOCX
  • HTML
  • 13 letterheads
  1. A template library.AdminStart from the platform library with A4 previews, keep your own templates, and manage letterheads.
  2. DOCX or HTML templates.AdminBuild a template as a DOCX edited in the browser, as HTML with placeholders for record fields, or from an existing file. A panel inserts the placeholders for you.
  3. Letterheads with a live preview.AdminHeader and footer layout, watermark, orientation, margins, fonts and brand colors. 13 letterheads come built in.
  4. Twelve document kinds.AdminContract, act, invoice, NDA, amendment, public offer, commercial proposal (A4 or deck), technical specification, report, letter and other, each with its own series, folder, letterhead and approval rules.

Office files in the browser

4
  • Word
  • Excel
  • PowerPoint
  1. New Word, Excel or PowerPoint.Create a blank document, spreadsheet or presentation and edit it in the browser.
  2. Open any Office file to edit.From the file card or the context menu.
  3. Preview almost anything.Images with zoom and rotate, PDF, video, audio, searchable CSV, HTML, Office files, code and text.
  4. HTML presentations, full screen.Open an HTML presentation in a slide viewer.

Files

8
  • Grid
  • List
  • ZIP
  1. A file manager your team will recognize.Folders in grid or list view, search, sort, and filters by type.
  2. Recent, Shared with me, Trash.Restore from the trash or empty it.
  3. Drop in whole folders.Upload files or entire folder trees. On a name clash, choose replace, keep both or skip.
  4. Organize the usual way.Cut, copy, paste, move, rename, drag and drop, favorites.
  5. Many at once, or as a ZIP.Move or delete a selection, or download it, or a whole folder, as one ZIP.
  6. Filed for you.Generated documents, invoices, quotes, acts, contracts, call recordings, mail, AI output, tasks, projects and chats each get a system folder.
  7. Files on every record.Attach and preview files on leads, contacts, companies, deals and tasks.
  8. Storage at a glance.See storage used against your plan’s limit.
Show all 8Show fewer

Sharing

2
  • People
  • Public links
  1. Share inside the company.With a colleague or a whole department, as viewer or full access, and as commenter or editor on Word, Excel and PowerPoint files.
  2. Public links with limits.A file by public link: view or download, plus comment or edit on Office files, an optional password, an expiry date and a download limit. Turn a link off any time. Folders are shared inside the company only.
Generate

Open the deal, pick a contract, fill in one field.

Maria needs a supply contract for Harbor & Pine Studio. On the deal she picks Contract and a template. The currency, the amounts and the three lines come from the deal. APROS checks what’s really missing and asks for one thing: the delivery address. She fills it in and the draft is ready.

Control

Contracts go out only after the right person approves them.

Contracts at Maria’s company need a director’s approval. Sending the draft creates an approval task for the director. If anyone edits the text after approval, the approval goes stale and the contract needs approving again. Once it’s approved, Issue allocates the number, renders the PDF and freezes the version. Maria marks it Sent, then Signed when the copy comes back.

Chain

The next document starts from the last one.

When the chairs and tables are delivered, Maria opens the contract and clicks Generate next. The completion act is created already linked to the contract, so the chain shows the paper trail for the deal: the contract, then the act.

Share

Send a client a spreadsheet they can comment on, for a week.

Emma at Harbor & Pine needs to check the delivery schedule. Maria shares the spreadsheet by public link with comment rights, a password and a seven-day expiry. Emma comments in her browser without an account. When the week is over, the link stops working. Maria can switch it off sooner.

AI in this module

AI that drafts, checks and sends the paperwork.

  1. Documents from the Brain.AI Brain and agents can draft, check, issue and send documents. Sending emails the document to the counterparty and works for free-form kinds.
  2. Word, PowerPoint, Excel and PDF files from a request.Agents produce real Office files and PDFs.
  3. AI writing in notes.Write with AI, improve, shorten or expand a note on any record.

Agents act inside the permissions you give them. At Assist, every change waits for your approval.

See AI

Connected

Connected to the rest of APROS.

  • Sales

    Every lead, contact, company and deal has a Documents tab, and a quote can be rendered as a document from its card.

    See Sales

  • Finance

    The invoice PDF comes from your document template, and the act of work is generated from the invoice’s deal.

    See Finance

  • Projects & tasks

    Each project gets its own Files folder, and task attachments are stored in Files.

    See Projects & tasks

  • Calls & calendar

    Call recordings are filed automatically in their own system folder.

    See Calls & calendar
FAQ

Documents questions.

Can clients sign documents electronically?

Not inside APROS. Issue the PDF, send it, and mark it Signed when the signed copy comes back. You can also register the signed scan in the register as its own document, with its file.

Do we need Microsoft Office?

No. Create and edit Word, Excel and PowerPoint files in the browser, and preview PDFs, images, video and more without downloading them.

Can we use our own templates?

Yes. An admin uploads a DOCX and edits it in the browser, writes HTML with placeholders for record fields, or builds a template from an existing file. Letterheads carry your header, footer, fonts and brand colors.

Is there version history?

For issued documents, yes: every issue keeps its own version and file. Ordinary files in Files don’t have version history.

Which document kinds come built in?

Twelve: contract, act, invoice, NDA, amendment, public offer, commercial proposal (A4 or deck), technical specification, report, letter and other. Each kind has its own number series, folder, letterhead and approval rules.

Stop retyping the deal into Word. Join the waitlist, or book a demo and we’ll generate one of your real documents from a deal.

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