Catalytic Document Assembly

Generate customized documents, slide decks and spreadsheets in seconds.

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Fast-track file creation

Let Catalytic create the cumbersome documents, spreadsheets, and slide decks that take up a huge portion of your day.

Standardize more

Use your own custom templates to auto-generate documents that you frequently send or update.

Reduce error

Minimize the common typos and data entry errors associated with creating repetitive deliverable documents.

Maximize presentability

Take advantage of instant personalization to create custom, professional documents that you can automatically update for presentations, reporting and resources.

Features

Powerpoint

Excel

Word and PDF documents

eSignature

PowerPoint

Catalytic can create recurring presentation materials from a PowerPoint template in seconds, so you can spend more time refining your message.

Examples:

Automatically generate a deck with reporting numbers for quarterly meetings
Create a customized pitch presentation with customer information

Excel

Streamline simple Excel spreadsheets, so you can spend less time entering data and more time moving forward with insights.

Examples:

Input reporting information into an Excel template
Import figures into an Excel budget calculation worksheet

Word and PDF documents

Using a template, Catalytic can fill in the blanks in your important paperwork or make file conversions.

Examples:

Generate common documents like contracts, invoices, RFPs or SOWs
Automatically convert Word or Excel documents to PDF and vice versa

Catalytic document assembly Word and PDF

eSignature

After generating a document, Catalytic can coordinate legally binding signatures through email, then route or store them according to your process.

Use Catalytic's built-in Hello Sign capabilities to gather secure signatures in a process
Connect your own eSignature tool like DocuSign to a process

Set up workflows with automated document assembly

Browse our library of use cases, customizable workflow templates and demos to see what you can create for your team.

See use cases

Case study

5,000 hours saved

Using Catalytic, a national insurance company created a process to automatically assemble its quote-to-proposal documents, saving 5,000 hours in one year and increasing revenue by sending more total proposals.

Read success story