Get precise automation in 1 week.
We handle the setup.
Trusted by clients worldwide.
Trust your documents like never before.
Proposals & Quotes
Contracts & Legal
Letters & Notices
Financial & Reports
Keep your existing Word and Excel templates.
Imagine effortless precision.
Avoid embarrassing misses once and for all.|
Content Errors
Missed Deadlines
Sloppy Branding
Training Burden
Get your systems working together.
NO migrations and NO new applications needed.
Keep your data, files, and workflows where you need them.
Your data is secure.
No new apps.
No migrations.
Bypass the busywork. Produce with Precision.
Everything is customizable and the possibilities are endless.
Basic
Custom automation to reliably build precise documents.
- Includes:
- One user
(authors only). - One device (Windows only).
- Two templates.
- Unlimited production.
- Dedicated principal consultant.
- Professionally configured hyper-automation.
- Professionally developed document request form (in Excel).
- Seamless filesystem and OneDrive integration.
- Secure.
Unlimited
Unlimited users. Unlimited documents. Unlimited EVERYTHING.
- Includes Basic, plus:
- Unlimited users (authors only).
- Unlimited devices (Windows only).
- Unlimited templates.
- Unlimited production.
- Elevated priority support.
- Professionally configured content library.
- Integration with other apps and workflows.
- Scalable.
Cloud
Unlock web features custom-built for your organization.
- Includes Unlimited, plus:
- Two user levels: author and admin.
- Access from any device.
- Custom features and permissions.
- Professionally developed document request form (in Web).
- User authentication and activity tracking.
- Dedicated server hardware.
- Centralized.
Curious?
Call us now (713) 997-4669
or
Why Precision Documents?
No migrations. No new apps. No lock-in.
| Feature | Competitors | Precision Docs |
|---|---|---|
| Templates | Rebuild in their format | Keep your Microsoft templates |
| Vendor Lock-in | Closed ecosystem | Extends Microsoft ecosystem |
| Adoption Burden | Learn a new system | No new apps |
| Data Migration | Required | None |
| File Access | Download one by one | Integrated with your folders |
| Cost Overruns | Metered usage, pricing | Unlimited usage, flat rate |
Frequently Asked Questions
It's a hyper-automation engine for authoring elaborate business documents.
Implement precise hyper-automation in 1 week.
Author precise, elaborate documents in 1 minute.
For finance and engineering, it revolutionizes the production of files, folders, documents, reports, and email messages.
Simple adoption. Advanced capabilities.
Your software ecosystem and workflows are not disrupted. Precision Docs is deployed directly into or behind any familiar workflow.
Precisely tailoring your documents to each project's specifics is easily accommodated without fragile, nebulous code... Precision Docs can execute 56+ (and counting) Actions which conditionally exclude content, dynamically assemble tables, repeat sections, publish packages of files, and much more.
Yes.
Precision Docs can pull information from your web apps, databases, and even local files (like xlsx, docx, csv, txt, and more).
Two-way communication (pushing information back into your other systems to completely eliminate double data entry) is common, too.
Setup is so simple.
For traditional enterprise software, setup takes as much effort as learning your requirements. But Precision Docs is so simple, set up sometimes takes less than an hour.
Frequently Asked Questions (Technical)
Data never leaves your ecosystem.
Data harvesting is not part of our business model. Our Unlimited plan is compliant with ALL security and privacy standards.
Hyper-automation rules are defined using formulas in the mighty Microsoft Excel.
Explaining (and reconfiguring) sophisticated rules is incredibly straightforward with our proprietary Tag-Action Framework. Your business remains agile when adapting to changes is frictionless.
Only admin users have access to the rules.
Each rule has an Action Type and an Action Result. Dozens of Action Types grant limitless possibilities. See a few examples...
| Action Type* | Action Result* |
|---|---|
| Text | What text to include? |
| Image | Which image to insert? |
| Bold | On or Off? |
| Exclude Content | Yes or No? |
| Insert Content | Which library asset? |
*Can be static values or the result of any Excel formula.
Fragile looping code is not required.
To repeat a section of content, the Action Result formula should return multiple values—as with a reference to a column of cells, or a FILTER function!
To produce a batch of documents (one produced per ...), the Output File Name formula should return multiple values—as with a reference to a column of cells, or a FILTER function!
To produce a package of documents (for a contract package, etc.), all templates where the "Is Required?" formula results in TRUE will be produced.
Precision Docs is a product by Excel Engineering.
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Contact Us
- We're friendly: (713) 997-4669
-
1801 Main Street, Floor 13
Houston, TX 77002 
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