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Intelligent Document
by Black Marble
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Accelerate proposal & report creation with Intelligent Document using approved SharePoint templates
Intelligent Document is a SharePoint‑integrated Word add‑in that helps sales and bid teams create polished, on‑brand proposals and reports in minutes. Start from approved templates, insert standard content blocks, auto‑populate client and document properties, and publish straight back to SharePoint with no manual formatting, no copy‑paste errors, and no brand drift.
- Consistency at scale – Every document starts from the right SharePoint template and inherits the correct styles, branding, and layout for proposals, reports, and more.
- Speed with reusable content – Standard content blocks let authors assemble complex documents quickly while keeping messaging accurate and up‑to‑date.
- Smarter metadata – The add‑in guides users to populate required properties (Client, Partner, Document Type, Category, Status, Revision, and more), reducing errors and improving search and governance.
- Governance built‑in – Change records, review tables, and status tracking help teams maintain auditability from draft to sign‑off.
- Brand‑correct every time – Built‑in colour themes (External, Internal, Finance) ensure the right visual identity across all outputs.
At a glance
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