Automate routine paperwork and have documents always at hand


No more confusion with documents, searching for files in emails and the cloud. All documents will be neatly at hand - for employees, projects, or deals, which will also make team synchronization more efficient (less asking and searching for information).


In Companybaker, you can create the necessary documents (contracts, reports, declarations, protocols, questionnaires, ...) with just a few clicks. All these documents are archived in the system in digital form. They are therefore available 24/7 from anywhere. Print only what is truly necessary.

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Generation and archiving of documents in digital form Speed Up Paperwork with Business Process Automation

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  • Automate your business processes and let the system do the work for you.
  • These functions can of course be tailored to the client's needs.
  • The system could, for example, send the contract after it is generated to the managing director for approval and after the managing director's approval to the client's e-mail, automatically set up the project after the contract is signed with the client, send alerts if the project is running into delays or is in danger of exceeding the estimated hours, and much more.

Electronic Document Signing

  • After generating documents, you can also sign them electronically directly in Companybaker.
  • No more stacks of papers to stamp, complex organization of who can come physically to sign a contract or other document.
  • With a few clicks, you can sign the document electronically and let the system automatically process it further (archive it to the project, send it to the client or employees, etc.).

Order in Materials Thanks to Shared Documents

  • Companybaker includes a module with shared documents. Share and comment on spreadsheets (price lists, offers, schedules) and documents (contracts, protocols, reports, minutes) with colleagues and set employee access as needed.

  • No more confusion with different versions among different people. Everyone sees the same document and a transparent history of changes (who changed what and when). Moreover, your files do not leave the territory of the Czech Republic.

Tip / Did You Know?

question_grey.png   Do You Need to Adjust a Form?

Would you like to rename a form field or change its type (e.g., use a Calendar field instead of an Address field), set some fields as mandatory? You can easily adjust the forms for generating documents and always tailor them precisely to what you need.

question_grey.png  Do You Need to Create a Completely New Document Type?

Easy solution. Just create a new form in Companybaker and set where and how it can be created and what happens after it is created (e.g., sending the document to the client’s email, creating a task in the project, etc.). Moreover, you can use an AI assistant - just describe the purpose for which you want to create the form and the system will take care of the rest.

No repeated data entry

Do you have to fill in the same data in several systems? Do you spend a lot of time not only entering data, but also checking the same data in different places to make sure no errors have been made? And the same for each data update?

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Less routine, more savings

  • In Companybaker, you enter/actualize data once and it is immediately written to all system agendas. There is no need to enter them repeatedly. You save yourself the work of entering and checking.
  • You can easily generate other reports, documents, contracts, reports, invoices, etc. from the data you enter.

  • For example, set up an automatic sending of emails at a predefined time. Reduce workload and stress. You don't have to "carry everything in your head". The system helps you by doing the routine work for you.

  • This not only reduces the amount of routine work, but also reduces the risk of error when the same data is overwritten repeatedly.


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