Welcome Kit

Smart Bookings + AFS + CLM — one automated ecosystem

Generate the full welcome kit from CRM data, then move seamlessly into contract lifecycle management — review, revise, approve, and finalize without leaving the workflow.

Three systems, one connected flow

AFS generates. DocTiger orchestrates. CLM governs the full contract lifecycle.

Module 1

Smart Bookings

Digitize customer onboarding with dynamic, no-code booking forms. Capture customer, unit, payment, and project information seamlessly while validating data in real time.

Core

CLM

Contract Lifecycle Management — review, revision, multi-level approval, versioning, and final execution.

Module 2

AFS

Domain-intelligent engine that routes documents, applies business rules, and connects generation to lifecycle workflows.

Automated welcome kit

15+ documents generated from one booking

After initial CRM inputs or triggers, AFS produces the complete customer document pack — no manual drafting.

📄Agreement for Sale (AFS)
📋Sale Agreement
📜Sale Deed
📝Booking Form
✉️Allotment Letter
🔑Possession Letter
Cancellation Agreement
↔️Transfer Agreement
🏢Lease Agreement
🏠Rental Agreement
NOC Documents
📑Registration Documents
🏦Bank Document
🤝Tripartite Agreement
🌾Land Agreement

Each document inherits the same booking data — unit, buyer, payment plan, and project rules — so every file stays consistent.

AFS module

Generation happens here — automatically

DocTiger automatically selects templates, applies business rules, generates dynamic clauses, and creates registration-ready agreements from CRM data.

  • Fetches customer, unit, and project data directly from CRM
  • Automatically selects the correct agreement template
  • Applies dynamic clauses, annexures, and payment plans
  • SGenerates registration-ready Word and PDF documents in seconds
1 DocTiger Rule Engine
2 Clause Automation
3 AFS Generated
Review

Legal & compliance check

Revision

Track changes & compare versions

Approval

Multi-level sign-off chains

Finalization

E-sign, register & archive

DocTiger + CLM

Before generation — lifecycle takes over

Before an agreement is generated, DocTiger CLM ensures templates, clauses, legal content, and business rules are reviewed, approved, and controlled through a structured lifecycle workflow.

  • Review — stakeholders open drafts in-platform with comments
  • Revision — controlled edits with version comparison
  • Approval — configurable chains (legal → sales head → management)
  • Finalization — e-sign via eMudhra, delivery, and archival

End-to-end: generation to approval

A single thread from booking to signed, registered contract.

01

Booking in CRM

Customer data captured once

02

AFS generates kit

All welcome documents created

03

DocTiger routes

Workflow & notifications fire

04

CLM review & approve

Legal cycle in one system

05

Sign & register

Paperless completion

Why integrate AFS + CLM on DocTiger

🎯

Higher accuracy

One data source drives every document and every approval step — no copy-paste errors between systems.

Faster turnaround

Welcome kit in seconds, approvals in hours — not days of email and Word back-and-forth.

🤖

Less manual work

Sales, legal, and ops stop rebuilding documents and chasing status — the platform does it.

📊

Full visibility

See where every contract sits — generated, in review, approved, or signed — in one dashboard.

See AFS + CLM working together

We'll walk through your welcome kit, approval chains, and CRM setup in a live demo.