Governed documents proposals and booking pages from one layer
Unify proposals customer documents and scheduling with governed templates and traceable history.
WORKFLOW
Automate exception routing and approvals across teams
1
Trigger
2
Policy check
3
Approve
4
Execute
Trusted by 1,000+ teams
Documents & proposals that stay on-brand and audit-ready
Generate booking pages, proposals, and operational documents from governed templates—so teams ship consistent outputs without losing CRM context, version history, or approval trails.
Proposal & deck outputs
Start from approved structures for quotes, proposals, and customer-facing PDFs so every send matches your positioning.
Smoother scheduling
Publish shareable booking links with clear availability, confirmations, and handoffs to the right owner after the meeting.
Governed generation
Route high-impact documents through review, keep immutable versions, and trace what changed before export.
Why teams centralize documents in Sanka
- Replace one-off files with repeatable templates tied to accounts, deals, and line items
- Reduce back-and-forth on scheduling with links that reflect real availability and ownership
- Keep finance and customer-facing artifacts aligned to the same operational record