Document automation platform

Documents that write themselves.

Docium is document automation software that turns your existing Word templates into intelligent, guided workflows. Answer a few questions, and get a perfect contract, proposal or letter — reviewed, signed and filed — in minutes, not hours.

14-day free trial No credit card required SOC 2 Type II
app.docium.io/templates/services-agreement
Services AgreementLive preview
Master Services Agreement
Document #MSA-2026-0418 · Draft v1

This Master Services Agreement (the “Agreement”) is entered into as of December 1, 2026 by and between Northwind Legal LLP (“Provider”) and Acme Robotics Ltd. (“Client”).

1. Fees. Client shall pay Provider a fixed monthly fee of 12,500 USD, invoiced on the first business day of each month and payable within thirty (30) days.

2. Confidentiality. Each party shall hold the other party’s Confidential Information in strict confidence and shall not disclose it to any third party without prior written consent.

3. Governing Law. This Agreement shall be governed by the laws of the State of New York, without regard to its conflict-of-law principles.

J. Whitaker
Northwind Legal LLP
Acme Robotics Ltd.

Trusted by 2,000+ legal, sales and operations teams worldwide

Northwind Stackwell Meridian Voltage Hartley & Co Ironclad Realty Pinnacle Quantica
Why Docium

Stop copy-pasting. Start automating.

Your team’s expertise is trapped in documents that get rebuilt by hand every single time. Docium captures it once — and applies it perfectly, forever.

90% faster drafting

Generate complex, multi-party documents from a short questionnaire. What took an afternoon now takes a coffee break.

Zero-error output

Validated inputs, approved clause language and automatic calculations mean no more stale names, wrong dates or broken numbering.

Expertise that scales

Let juniors, clients and other teams self-serve documents your experts designed — with guardrails built right in.

Platform

Everything from first draft to final signature

One platform for the entire document lifecycle — no more juggling five tools and a shared drive.

Conditional logic without code

Show, hide and swap clauses based on any answer. Nest rules, calculate values and loop over repeating items like parties or line items.

IF Jurisdiction is California
AND Contract value > $50,000
THEN Insert “Limitation of Liability — Enhanced”

Built-in eSignature

Legally binding, audit-trailed signing in any order.

JW J. Whitaker Signed
AR A. Rahman Viewing

Docium AI

Draft, summarise and extract terms from any document.

› Summarise key risks
Auto-renewal in §8.2 with a 90-day notice window.

Real-time analytics

Track volume, cycle time and bottlenecks.

Connects everywhere

Pull data from your CRM, push to your DMS.

SFHSWDB
How it works

From Word doc to automated workflow in an afternoon

No developers, no new templating language. If you can use Microsoft Word, you can use Docium.

1

Upload your template

Drop in an existing .docx. Docium detects fields, tables and clauses automatically.

2

Add smart logic

Tag variables and rules in a visual builder. Preview every branch instantly.

3

Share a guided form

Anyone — teammates or clients — answers a friendly, branded questionnaire.

4

Generate & sign

A polished Word or PDF is produced, routed for approval and sent for signature.

No template yet? Start from one of ours

No-code interview designer

Design the interview. No code required.

Build the guided questionnaire your team or clients answer. Drag in questions, group them into pages and decide when each one appears — Docium keeps every answer wired to your template.

  • Drag-and-drop questions: text, dates, numbers, choices, repeating lists and file uploads
  • Show-or-hide rules, validation and help text, set in plain language
  • Preview as the end user and test every branch before you publish
See the interview designer
Built for every team

One platform. Every document your business runs on.

Revenue teams

Close deals before the competition replies

Generate on-brand proposals, quotes and MSAs straight from your CRM, with pricing tables that calculate themselves.

  • One-click documents from Salesforce & HubSpot deals
  • Dynamic pricing tables, discounts and approval thresholds
  • Know the moment a buyer opens, reads and signs
Explore Docium for Sales
Proposal · Stackwell Inc.Opened 3×
Platform license (250 seats)Annual · 12% volume discount
$84,480
Implementation packageOne-time
$12,000
Premium supportAnnual
$9,600
Total contract value$106,080
People teams

Onboarding packs in one click

Offer letters, employment contracts and policy acknowledgements that adapt to role, location and seniority — automatically.

  • Country-specific clauses selected by work location
  • Bulk-generate documents for whole cohorts from a CSV
  • Sync signed documents to Workday, BambooHR or Rippling
Explore Docium for HR
New hire packet · Maya ChenSenior Engineer
Offer LetterLondon, UK · £92,000
Signed
Employment Contract (UK)Auto-selected: UK template
Signed
Equipment & IT PolicyAcknowledgement
Pending
Stock Option GrantRequires board approval
Queued
Finance & lending

Compliance built into every page

Loan agreements, credit memos and disclosures assembled from verified data, with calculations you can audit.

  • Formula fields for interest, amortisation and fees
  • Mandatory approval steps and full audit history
  • Regulatory clause sets that update centrally
Explore Docium for Finance
Approval chain · Loan #LN-8821Step 2 of 3
KO
Credit analystK. Okafor · approved 09:14
Approved
LM
Risk officerL. Moreau · reviewing
Reviewing
DS
Managing directorD. Silva · waiting
Waiting
0

Documents generated

0

Reduction in drafting time

0

Teams in 40 countries

0

Platform uptime SLA

“We automated 140 templates in our first quarter. Our associates now spend their time on advice, not formatting — and our clients notice.”
EH
Eleanor HartleyManaging Partner, Hartley & Co
Integrations

Plays nicely with the tools you already use

Pre-built connectors for 50+ apps, plus a REST API and webhooks for everything else. Data flows in, finished documents flow out.

  • Native Microsoft Word add-in for template authoring
  • Two-way sync with CRMs, HRIS and document management systems
  • Zapier & Make for no-code automation
View all integrations
Word
Salesforce
HubSpot
Dropbox
Google Drive
Slack
Teams
SharePoint
iManage
Zapier
Workday
REST API
Customer stories

Loved by teams who live in documents

“Proposals used to take two days and three approvals. With Docium our reps send them during the call. Win rate is up 18%.”
MR
Marcus ReidVP Sales, Stackwell
“The Word add-in sold our lawyers instantly. They kept their precedents — Docium just made them smart.”
SA
Sofia AlvarezHead of Legal Ops, Meridian
“We onboard 300 people a quarter across 9 countries. Every contract is right first time, and HR got their Fridays back.”
DK
Daniel KimDirector of People, Quantica
Enterprise-grade security

Your documents are your business. We guard them like it.

Bank-level encryption, granular permissions and regional data residency, independently audited every year.

AES-256 encryption

At rest and TLS 1.3 in transit.

SSO & SCIM

Okta, Azure AD, Google Workspace.

Data residency

Host in the US, EU, UK or Australia.

Full audit trail

Every view, edit and signature logged.

Visit the Trust Center

SOC 2 Type II

Audited annually

ISO 27001

Certified ISMS

GDPR

EU data protection

HIPAA

BAA available

FAQ

Questions, answered

No. Docium works directly with Microsoft Word. You highlight text, tag it as a variable or condition in our visual builder, and you’re done. Power users can use formulas, but they’re entirely optional.

Absolutely. Upload any .docx and Docium preserves your formatting, styles, headers, numbering and tables. Most teams automate their first template in under an hour.

Yes. Docium eSignature complies with ESIGN, UETA and eIDAS, and every signed document includes a tamper-evident certificate with a full audit trail.

Yes. Share a secure, branded link or embed the questionnaire on your own website. Clients can save progress, upload files and you can review answers before a document is generated.

Your data is never used to train models. AI features run within your selected data region, can be disabled per workspace, and all prompts and outputs are covered by your enterprise agreement.

Your next document could be your last one written by hand.

Join 2,000+ teams automating their most important documents with Docium.