Features > Document Automation

Documents That Build Themselves.

Generate proposals, bid responses, quotes, and everything in between using SmartTemplates, and run them as part of a workflow.
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Stop searching... Start winning!

Stop wasting time digging through folders. Answertree uses semantic AI to understand context and deliver spot-on answers, so you can focus on winning, not searching.
SmartTemplates

Templates That Do the Work

SmartTemplates combine your document structure with AI-powered prompts to generate complete sections automatically. Define your format once, and Answertree fills it with accurate, relevant content for every new bid.
Multi-Format Output

Word, Excel, PDF, and Beyond

Generate documents in the format your client requires. Answertree outputs to Word, Excel, and PDF, and can populate supplier portals directly, removing the need for manual reformatting.
Workflow Integration

Run Templates as Part of a Process

SmartTemplates can be triggered as steps within an agentic workflow. When a stage is reached, the document generates automatically using the latest approved content and bid data.
Brand Consistency

Every Document, On Brand

Tone, structure, headers, and formatting are locked to your brand standards. Every document Answertree produces is consistent, professional, and ready for client review without design input.
Dynamic Content

Pulls the Right Content Every Time

Answertree analyses the bid requirements and populates each section with the most relevant approved content. Pricing, case studies, and technical answers are matched and inserted automatically.
Review and Export

Final Check, Then Ship

Every generated document goes through your defined review and approval process before export. Reviewers see exactly what has been populated, can edit inline, and approve for submission.

Why Customers love Answertree

"Answertree is quick and simple to access and utilise. The search functionality is useful since it allows me to quickly discover the information I need. The collaboration capabilities have greatly simplified the process of working on proposals together.”
Ayush Jadon
RFP Sales and Security, Calabrio
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Frequently Asked Questions

Find answers to your questions about RFP, RFQ, DDQ, and proposal management services.
How is Document Automation different from Smart Templates?

Smart Templates are the building blocks. Document Automation is the broader capability that uses SmartTemplates alongside your bid data, workflows, and content library to produce complete, submission-ready documents end to end.

Can it generate documents in formats required by clients?

Yes. Answertree generates documents in Word, Excel, and PDF. It can also populate content directly into supplier portals and online forms, removing the need for manual copy-and-paste.

Does it work with our existing document templates?

Yes. SmartTemplates run on your existing Word, Excel, or PDF templates. There is no need to redesign your documents. You simply add prompts that guide the AI to complete each section.

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