Welcome Kit

AFS + DocTiger + 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

AFS

Agreement for Sale automation — templates, clauses, payment logic, instant document generation from booking data.

Core

DocTiger

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

Module 2

CLM

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

Automated welcome kit

12 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

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

AFS is the document engine. One trigger from CRM (booking confirmed, payment received, or stage change) kicks off generation for every document in the welcome kit.

  • Reads live CRM / booking data — zero re-entry
  • Selects templates and applies dynamic clauses per buyer & unit
  • Outputs Word & PDF, registration-ready in ~45 seconds
  • Stores versions in DMS with full audit trail
1 CRM trigger
2 AFS generates welcome kit
3 Documents ready for CLM
Review

Legal & compliance check

Revision

Track changes & compare versions

Approval

Multi-level sign-off chains

Finalization

E-sign, register & archive

DocTiger + CLM

After generation — lifecycle takes over

Once AFS produces the documents, DocTiger hands them into CLM. No export to email chains or disconnected folders.

  • 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.