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2 changes: 1 addition & 1 deletion docs/Integrations/ConnectWise PSA.md
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title: ConnectWise PSA Integration
sidebar\_position: 6
description: Automatically generate proposals, contracts, service reports, and presentations from ConnectWise PSA data. Turn companies, contacts, and opportunities into professional documents with AI-powered automation.
description: Generate proposals, contracts, and service reports from ConnectWise PSA. Automate documents from companies, contacts, and opportunities.
keywords:

- connectwise psa document automation
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2 changes: 1 addition & 1 deletion docs/Integrations/Fireflies.md
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---
title: Fireflies AI Integration
sidebar_position: 7
description: Transform Fireflies AI meeting transcripts into professional documents and presentations. Coming soon - AI-powered meeting documentation and automated workflow integration.
description: Transform Fireflies AI meeting transcripts into professional documents and presentations with AI-powered automation and workflow integration.
keywords:
- fireflies ai integration
- fireflies meeting documentation
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2 changes: 1 addition & 1 deletion docs/Integrations/Hubspot.md
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---
title: HubSpot Integration
sidebar_position: 4
description: Transform your HubSpot data into professional documents, proposals, and presentations with TurboDocx. Create personalized deliverables using your real customer data — powered by AI.
description: Transform HubSpot data into professional documents, proposals, and presentations. Create personalized deliverables powered by AI.
keywords:
- hubspot integration
- crm documents
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2 changes: 1 addition & 1 deletion docs/Integrations/OneDrive and SharePoint.md
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---
title: OneDrive and SharePoint Integration
sidebar_position: 3
description: Import templates and export documents seamlessly with OneDrive and SharePoint. Configure Azure AD integration for secure document management and cloud storage automation.
description: Import templates and export documents with OneDrive and SharePoint. Configure Azure AD integration for secure document management and automation.
keywords:
- sharepoint integration
- onedrive integration
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2 changes: 1 addition & 1 deletion docs/Integrations/SalesForce.md
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---
title: Salesforce Integration
sidebar_position: 2
description: Transform your Salesforce data into professional documents, proposals, and presentations with TurboDocx. Create personalized deliverables using your real CRM data — powered by AI.
description: Transform Salesforce data into professional documents, proposals, and presentations. Create personalized deliverables powered by AI.
keywords:
- salesforce integration
- crm documents
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2 changes: 1 addition & 1 deletion docs/Integrations/Teams.md
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---
title: Microsoft Teams Integration
sidebar_position: 6
description: Transform Teams meetings into professional documents and presentations. Coming soon - Microsoft Teams integration for automated meeting documentation and collaboration workflows.
description: Coming soon. Transform Teams meetings into professional documents and presentations with automated meeting documentation and collaboration workflows.
keywords:
- microsoft teams integration
- teams meeting documentation
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2 changes: 1 addition & 1 deletion docs/Integrations/Wrike/convert-to-pdf.md
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---
title: How to Convert Wrike Documents to PDF
sidebar_position: 11
description: Configure a Wrike automation that converts the first attachment to PDF and attaches it back when a task, project, or folder changes status, with automatic in-place versioning on re-runs.
description: Configure Wrike automation to convert first attachment to PDF when task, project, or folder status changes. Auto-versioning on re-runs.
keywords:
- wrike convert to pdf
- wrike pdf conversion
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2 changes: 1 addition & 1 deletion docs/Integrations/Wrike/document-packages.md
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---
title: How to Combine Documents in Wrike
sidebar_position: 10
description: Configure a Wrike automation that merges every attachment on a task or project into a single combined PDF (a Document Package) and attaches it back to Wrike when a status changes.
description: Configure Wrike automation to merge all attachments on a task or project into a single combined PDF and attach back on status change.
keywords:
- wrike document package
- wrike combined pdf
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2 changes: 1 addition & 1 deletion docs/Integrations/Wrike/index.md
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---
title: Wrike Integration
sidebar_position: 1
description: Automate document generation from Wrike projects with TurboDocx. Generate SOWs, proposals, and reports directly from your Wrike tasks and folders using AI-powered automation.
description: Automate document generation from Wrike projects. Generate SOWs, proposals, and reports from tasks and folders with AI-powered automation.
keywords:
- wrike integration
- wrike document automation
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2 changes: 1 addition & 1 deletion docs/Integrations/Wrike/signature-workflow.md
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---
title: "Wrike Example: Generate & Sign a Proposal"
sidebar_position: 2
description: Watch the full Wrike workflow in action — trigger document generation from a task status change, review an AI-powered proposal, and send it for e-signature, all without leaving Wrike.
description: Trigger document generation from task status change, review AI-powered proposal, and send for e-signature in Wrike without leaving the app.
keywords:
- wrike end to end example
- wrike document generation example
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2 changes: 1 addition & 1 deletion docs/Integrations/Zapier.md
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---
title: Zapier Integration
sidebar_position: 5
description: Export TurboDocx documents to 5,000+ apps with Zapier automation. Connect your document generation to any CRM, project management, or cloud storage platform automatically.
description: Export TurboDocx documents to 5,000+ apps with Zapier. Connect document generation to any CRM, project management, or cloud storage platform.
keywords:
- zapier document automation
- zapier integration turbodocx
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2 changes: 1 addition & 1 deletion docs/Integrations/Zoom.md
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---
title: Zoom Integration
sidebar_position: 4
description: Automatically turn Zoom transcripts into documents, proposals, and slide decks with TurboDocx. Speed up follow-ups, sales cycles, and client onboarding — powered by AI.
description: Turn Zoom transcripts into documents, proposals, and slide decks. Speed up follow-ups, sales cycles, and client onboarding with AI.
keywords:
- zoom meeting documents
- zoom call transcripts
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2 changes: 1 addition & 1 deletion docs/Pipelines/Cloud Connectors.md
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---
title: Cloud Connectors (Enterprise)
sidebar_position: 6
description: Resolve signer details from systems behind your firewall. A Cloud connector runs inside your network, makes only outbound HTTPS calls to TurboDocx, and keeps your data in place. No inbound firewall access required.
description: Cloud connectors resolve signer details from systems behind your firewall without inbound access. Secure lookup from databases and internal APIs.
keywords:
- cloud connectors
- signer resolution
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2 changes: 1 addition & 1 deletion docs/Pipelines/Creating an E-Signature Pipeline.md
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---
title: Creating an E-Signature Pipeline
sidebar_position: 2
description: Step-by-step walkthrough of the pipeline wizard. Connect a source library, define field extraction and routing, choose signers, and pick a destination for signed documents.
description: Walkthrough of the pipeline wizard. Connect source library, define field extraction and routing, choose signers, and pick destination.
keywords:
- create e-signature pipeline
- pipeline wizard
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2 changes: 1 addition & 1 deletion docs/Pipelines/Field Extraction.md
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---
title: Field Extraction
sidebar_position: 4
description: Pull values out of every PDF using text patterns. Capture invoice codes, dates, emails, and amounts to drive filenames, signer lookup, and routing in your pipeline.
description: Extract values from PDFs using text patterns. Capture codes, dates, emails, and amounts for routing and signer lookup in pipelines.
keywords:
- field extraction
- pdf data extraction
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2 changes: 1 addition & 1 deletion docs/Pipelines/Field Placement.md
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---
title: Field Placement
sidebar_position: 5
description: Place signature and form fields on your sample PDF once, and the pipeline reprojects them onto every live document. Full TurboSign field-type parity, positioned per page and assigned to recipients.
description: Place signature and form fields on sample PDF once; pipeline reprojects them onto all live documents. Full field-type parity per page.
keywords:
- field placement
- signature field placement
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2 changes: 1 addition & 1 deletion docs/Pipelines/TurboDocx Pipelines.md
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---
title: TurboDocx Pipelines
sidebar_position: 1
description: Automate document intake, data extraction, signature placement, and e-signature delivery end-to-end. Drop a PDF in a watched folder and TurboDocx Pipelines handles the rest, fully unattended.
description: Automate document intake, extraction, signature placement, and delivery end-to-end. Drop PDFs in a watched folder for unattended processing.
keywords:
- turbodocx pipelines
- document automation
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2 changes: 1 addition & 1 deletion docs/TurboDocx Templating/API Templates.md
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---
title: Template Generation API Integration
sidebar_position: 1
description: Complete guide for integrating Template Generation API to upload templates, browse existing templates, and generate deliverables. Learn the dual-path process with detailed examples and code samples.
description: Integrate Template Generation API to upload templates, browse existing templates, and generate deliverables with detailed examples.
keywords:
- template generation api
- document template api
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---
title: How to Create Document Templates
sidebar_position: 2
description: Learn how to create document templates for proposals, statements of work, quotes, and contracts that automatically populate with data from meetings, CRM systems, and business integrations.
description: Create document templates for proposals, SOWs, quotes, and contracts. Templates auto-populate with data from CRM systems and integrations.
keywords:
- document template creation
- automated proposal generation
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---
title: How to Create Presentation Templates
sidebar_position: 3
description: Learn how to create PowerPoint presentation templates that automatically populate with content from meetings, CRM data, project management systems, and business integrations.
description: Create PowerPoint presentation templates. Auto-populate with content from meetings, CRM data, project management systems, and integrations.
keywords:
- powerpoint template creation
- automated powerpoint generation
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2 changes: 1 addition & 1 deletion docs/TurboQuote/Bulk Importing from a Spreadsheet.md
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---
title: Bulk Importing from a Spreadsheet
sidebar_position: 3
description: Import products, companies, contacts, bundles, price books, and categories into TurboQuote in bulk from a CSV or XLSX spreadsheet, with column mapping, validation, and a downloadable error report.
description: Bulk import products, companies, contacts, and bundles into TurboQuote from CSV or XLSX with column mapping, validation, and error reports.
keywords:
- turboquote
- bulk import
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2 changes: 1 addition & 1 deletion docs/TurboQuote/Prepared By and Sender Identity.md
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---
title: 'Prepared By & Sender Identity'
sidebar_position: 5
description: 'How TurboQuote decides the "Prepared by" name and email shown on a quote, and how to set your organization''s sender identity for quotes created in the UI or through the API, SDKs, and n8n.'
description: 'Configure TurboQuote sender identity: manage "Prepared by" name and email on quotes in the UI, API, SDKs, and n8n.'
keywords:
- turboquote
- prepared by
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2 changes: 1 addition & 1 deletion docs/TurboSign/API Bulk Signatures.md
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---
title: TurboSign Bulk API Integration
sidebar_position: 5
description: Send documents for signature at scale using TurboSign Bulk API. Process hundreds or thousands of signature requests in batches with comprehensive tracking and management capabilities.
description: Send documents for signature at scale with TurboSign Bulk API. Process hundreds or thousands of requests with tracking and management.
keywords:
- turbosign bulk api
- bulk signature api
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2 changes: 1 addition & 1 deletion docs/TurboSign/API Signatures.md
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---
title: TurboSign API Integration
sidebar_position: 4
description: Complete guide for integrating TurboSign API using single-step document preparation. Send documents for electronic signatures in one API call with our simplified workflow.
description: Integrate TurboSign API with single-step document preparation. Send documents for electronic signatures in one API call with simplified workflow.
keywords:
- turbosign api
- single-step signature api
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2 changes: 1 addition & 1 deletion docs/TurboSign/Email Deliverability and DKIM DMARC.md
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---
title: Email Deliverability (DKIM / DMARC / SPF)
sidebar_position: 7
description: How to diagnose and resolve DKIM, DMARC, or SPF failures on TurboDocx and TurboSign emails, including the common case where a security gateway rewrites the message in transit.
description: Diagnose and resolve DKIM, DMARC, or SPF failures on TurboDocx and TurboSign emails, including security gateway message rewrites.
keywords:
- turbosign email deliverability
- dkim failure
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2 changes: 1 addition & 1 deletion docs/TurboSign/Webhooks.md
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---
title: TurboSign Webhooks
sidebar_position: 6
description: Configure real-time webhooks to receive instant notifications across the full TurboSign signature lifecycle — sent, viewed, per-recipient signed, partial progress, completed, voided, and finalization failures. Integrate TurboSign events with your existing systems through secure webhook endpoints.
description: "Configure TurboSign webhooks to receive notifications for signature events: sent, viewed, signed, completed, voided, and finalization failures."
keywords:
- webhook configuration
- signature webhooks
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