Use AI to generate documents

TrustPager AI can draft a document for you in seconds. Give it a prompt and it produces a full HTML document — ready to review, edit, and send for signing — without you starting from scratch.

What this covers

AI document generation is available inside any opportunity. It works alongside your existing document templates and produces a standalone document attached to that opportunity.

Generate a document

1. Open the opportunity you want to create a document for at https://app.trustpager.com/crm.
2. Click the Documents tab inside the opportunity.
3. Click Generate with AI.
4. Describe what you want — for example: "Draft a proposal for a website redesign project. Include scope, timeline, and pricing sections."
5. Click Generate. TrustPager AI produces a full document in a few seconds.
6. Review the result. Edit any section directly in the document editor.
7. When you're happy, click Save.

What happens after you save

The document is attached to the opportunity and visible under the Documents tab. From there you can:

• Send it for e-signing via Send for Signing
• Download it as a PDF
• Share a view-only link with your client

Using AI with document templates

If you already have a document template set up, AI generation works alongside it — you can generate a fresh document from a prompt, or start from a template and let AI fill in the variable sections. Both options are available from the Documents tab inside any opportunity.

Tips for better results

• Be specific. Include the client name, project type, and any key details you want in the document.
• Name the sections you want. For example: "Include an About Us section, a scope of work, and a pricing table."
• Iterate. If the first draft isn't quite right, edit it directly or regenerate with a more detailed prompt.

Using AI document generation via MCP

If you have TrustPager connected to an AI agent via MCP, you can trigger document generation programmatically using the ai_generate_document tool. Pass the opportunity ID, a prompt, and optional template context. The generated document is saved and attached to the opportunity automatically.

Troubleshooting

The Generate with AI button isn't visible

AI document generation requires an active TrustPager AI subscription. Check your plan at https://app.trustpager.com/settings/billing.

The generated document looks wrong

Edit it directly in the document editor — every section is editable. If the structure is off, try a more detailed prompt and regenerate.

I can't find the document after saving

Documents are attached to the specific opportunity you generated them from. Open that opportunity and check the Documents tab.