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Users configure documents in the “Configuration UI”. Both traditional rules and artificial intelligence guide users through the configuration process in a structured way. Once complete, users select ‘Build & Save’. Then, AI Docs’ document logic translates users’ entries into the perfect “Configured Doc”.

Shape CRM helps you manage your business on one easy to use platform. Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks. Shape is the most flexible CRM ever!