The Challenge
Every client gets a customized proposal. Every new hire gets a personalized employment contract. Every loan applicant gets documents with their specific terms. The underlying structure is the same — but filling in the details manually for each individual takes time, introduces copy-paste errors, and creates bottlenecks when volume increases.
- High-volume document creation becomes a staffing problem, not a business problem
- Manual data entry into templates leads to embarrassing or legally consequential errors
- Turnaround time from “we have a deal” to “please sign here” stretches from minutes to days
- Inconsistent formatting across manually created documents undermines brand professionalism
The Autohive Solution
Autohive agents connected to Lumin PDF bridge the gap between your data sources and your document templates, creating perfectly populated agreements in seconds.
Automatic Data Extraction
Agents pull the relevant information — client name, deal value, custom terms, delivery dates, payment schedules — directly from your CRM, HRIS, spreadsheet, or database at the moment it’s needed.
Template Population at Scale
Using Lumin PDF’s template engine, agents populate every custom field with the correct data. Whether you’re generating one document or five hundred, the process takes the same amount of time.
Immediate Signature Routing
Once the document is generated, agents immediately send it for signature — compressing what used to be a multi-hour process into an automated workflow that completes in minutes.
Benefits
- Eliminate manual data entry — Stop copying information from one system into document templates by hand
- Reduce document errors — Automated population removes the risk of wrong names, figures, or terms
- Scale without adding headcount — Handle 10x the document volume without proportional increases in staff
- Accelerate turnaround time — Go from data ready to signature requested in minutes, not hours
- Maintain consistency — Every document generated from the same template looks and reads identically
How It Works
- Data trigger — A new record, deal, or event in your connected system signals the need for a document
- Data extraction — The Autohive agent collects all required fields from relevant connected sources
- Template selection — The agent identifies the correct Lumin PDF template for this document type
- Document generation — All custom fields are populated automatically with the extracted data
- Routing for signature — The completed document is immediately dispatched to the appropriate signers
Getting Started
- Sign up at app.autohive.com
- Connect Lumin PDF from the Autohive marketplace
- Set up your Lumin PDF document templates with custom fields
- Connect your data source (CRM, HRIS, spreadsheet) to provide field values
- Deploy your agent and start generating personalized documents automatically
