Woodpecker for Operations & HR
Reduce your turnaround times and deliver exceptional service to your internal & external clients
From employee offer packages to project estimates and sales proposals, draft business documents and contracts in minutes.
Save time by populating multiple documents at once
With multi-populate, enter data once or automatically pull from your CRM to bulk generate documents like operational policy manuals, proposal documents, and annual sales reports.
Streamline template management
Have separate offer agreements for hourly positions and salaried roles? For employees who are classified as part-time and for those who are full-time?
With sophisticated functionality like conditional logic, a clause library, and formula fields, you can use one smart Word template to create every version of a contract or agreement you might need.
When you need to make an update, there's only one template or clause to change.
Make it easy for clients to give you the information you need
Use web-based questionnaires to create shareable online forms directly from your templates.
Give your clients or internal teams a simple way to send you information for new or revised documents. And when the forms are submitted, the underlying documents are automatically generated.
Work more efficiently while reducing the risk of errors
Maximize productivity for your team by making templates available in a central location, while ensuring everyone is using the most current version of your documents.
Store templates in your document collection, a fully managed cloud-based file storage system, shareable and accessible by your team wherever they might be working.
Integrate with all your apps
Woodpecker works with the tools you already use. Connect to thousands of your favorite apps and services via Zapier, or populate your templates programmatically with our robust API.