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Catalytic Document Assembly

Generate customized documents, slide decks and spreadsheets in seconds.

See it in action
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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.

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Standardize more

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

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Reduce error

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

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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
Catalytic document assembly PowerPoint

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
Catalytic document assembly excel

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
Catalytic document assembly Word and PDF

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 esignature

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

See how it works

Learn how you can set up document generation in your workflow using Catalytic’s no-code building blocks.

Learn more
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 the success story

Your document software. Our smart automation technology.

Catalytic can integrate and automate any of the apps you currently use in your organization.
See all integrations
Catalytic integrations with Dropbox Catalytic integrations with google drive Catalytic integrations with docusign Catalytic integrations with box Catalytic integrations with Microsoft Word Catalytic integrations with adobe pdf Catalytic integrations with excel Catalytic integrations with outlook Catalytic integrations with sharepoint Catalytic integrations with gmail

Take the first step to smarter workflows

Let us show you how easy it is to adopt automated document assembly into your processes with Catalytic.

How you can use Document Assembly in Catalytic

Solution Showcase

See examples of workflows and use cases that have been built in Catalytic.

Roles and industries

Read how you can use Catalytic in your department or industry.

Assess a use case

Have a workflow in mind? Our instant Business Impact Assessment tool will intelligently evaluate the benefits of using Catalytic for that process.