PLXDocs
by Planaletix
SOW & proposal automation

The SOW that was due yesterday goes out today.

Hand over the brief the client sent you and get a filled draft back. Assembled from clauses your team has already approved, priced off effort that adds up, and delivered as a finished Word document on your own letterhead.

Card required to start. Cancel any time before it ends.

01

Import

Start from the documents you already send

02

Assemble

Build the next one from blocks, not from last quarter

03

Check

See the risk before the client does

04

Release

Route it, approve it, export it

Start from a brief

The blank page is the slow part. Skip it.

Almost every SOW starts as something a client sent you. Reading it and typing the same facts into a document is the hour nobody bills for.

Give PLXDocs the brief instead. It fills the template's fields, proposes the clauses the engagement needs, and shows you the sentence behind every one of them before anything is created.

Nothing is asserted without a quote
Every value is shown beside the sentence from your own brief that produced it, so accepting one takes seconds instead of a trip back to the source.
Nothing unchecked reaches a validator
A draft built this way cannot be submitted for review until a person has accepted or corrected each inferred value. That rule lives in the database, not in a screen somebody could work around.
It reads whatever you were sent
Pasted text, Word, PDF, or a saved Outlook or Gmail message. A scanned PDF is a picture of words rather than words, and it says so rather than guessing.
  1. 01Hand it over

    The email, the requirements note, the client’s PDF

    Paste it, or attach a Word file, a PDF, or a saved Outlook or Gmail message. Whatever form the scope arrived in is the form you give it.

  2. 02See what it found

    Every value next to the sentence it came from

    The client, the contract value, the dates, the duration, the commercial model, your template’s own fields, and the clauses from your library this engagement needs — each one quoted back against your brief. Accept it, type over it, or leave it out.

  3. 03It becomes a draft

    Filled, and yours to finish

    A normal document on your normal template, with the same sections, the same locked clauses and the same approval rules. What changed is that you started from something rather than nothing.

How it works

Four steps, and the document is out

The same four every time, whether it is a two-page proposal or a fifty-page statement of work for a government client.

  1. 01of 04

    Import

    Start from the documents you already send

    Upload the SOWs and proposals you have written. PLXDocs reads them, splits them into clauses, and proposes a library — your own wording, not a template pack somebody else wrote.

  2. 02of 04

    Assemble

    Build the next one from blocks, not from last quarter

    Pick the scope, deliverables and commercial terms from the library. The parts nobody should be rewriting stay locked; the parts that change per client are the only ones you touch.

  3. 03of 04

    Check

    See the risk before the client does

    Scope clarity, commercial terms, effort and delivery complexity are scored as you build, with the arithmetic shown. Effort rolls up from the blocks, so the price has a basis you can defend.

  4. 04of 04

    Release

    Route it, approve it, export it

    The document goes to the approvers your rules select, and comes back as a Word file on your cover page and letterhead. No copy-paste, no re-formatting, no version confusion.

Artificial intelligence

A second reader, not a second author

The parts of this job a model is genuinely good at are reading a long document carefully and noticing what is missing. Those are the only two things PLXDocs asks one to do.

It turns a brief into a filled draft

Hand it the scope a client sent and it fills the template’s fields and proposes the clauses the engagement needs — each one quoted against the sentence it came from. It chooses from your approved library; it does not write clauses.

It reads the SOWs you already have

On import, every clause it extracts is given a category and a short title in your document’s own register, with a confidence attached. Where a clause does not clearly belong anywhere, it returns nothing rather than guessing — a wrong category hides a clause in the part of the library nobody searches.

It looks for what a rubric cannot see

The deterministic score is computed first and shown with its arithmetic. The model is then asked only for what arithmetic misses: an obligation with no matching right, acceptance criteria nobody could test, a dependency on the client that was never written as an assumption, two terms that contradict each other.

It never touches the document

Findings arrive as a summary a Validator can read in ten seconds and at most five specific points. Every one of them is a suggestion to a person who accepts or ignores it. Nothing is inserted, rewritten or removed by a model, ever.

How it is kept in its place

One way in
Every call goes through a single server-side gateway. Nothing in your browser talks to a model.
Off is a switch
An Admin can turn each AI module off for the organisation. Everything else carries on working.
Never fatal
If the model is slow or unavailable you get the deterministic answer, not an error screen.
Not training data
Your documents are not used to train models, and stay inside your organisation.

If you would rather not use any of it, the product is complete without it. The clause library, the effort roll-up, the risk rubric, the approval chain and the Word export are all deterministic, and none of them calls a model.

Control

Fast is only worth having if it still holds up

Speed that costs you control is how a bad clause reaches a client faster than it used to. Everything that makes PLXDocs quick is built on the part that makes it defensible.

Clauses that cannot be quietly weakened

Liability, IP, payment terms and termination can be locked. A Creator assembles around them; changing one is an Admin decision with a record, not an edit nobody notices until a dispute.

Approval routing that matches your delegation of authority

Rules read the document: value, effort, product count, risk, contract type. Several approvers can sit at one step, cleared by any one of them or by all of them. Cover can be arranged when somebody is away, and the record names both people.

Risk scored before release, not after the loss

Every document carries a score with its workings visible. Approvers see what they are signing off, and the pattern across a quarter is a report rather than a feeling.

An audit trail that answers the question afterwards

Who changed what, who approved it, when, and on whose behalf — exportable. The question "how did this clause get in here" has an answer.

Versions, not a folder of near-identical files

A superseded document stays readable and is marked as superseded. Comparing two revisions is a screen, not an email thread.

AI that advises and never edits

Suggestions on clarity, missing scope and commercial exposure are shown to a person who decides. Nothing is written into your document by a model, and any AI feature can be switched off for your organisation.

Priced by capability, not by document

Every bundle includes a band of seats. Adding people stays cheap, because a richer clause library is what makes the risk engine better. Viewer seats are free and unlimited on every plan.

Essential

$3,500 / month

$35,000 a year — two months free

Admins
1
Creators
1
Validators
1
Viewers
Unlimited, free
AI runs / month
150
SOW imports
3 / month

Extra seats: admin $900, creator $650, validator $450 per month

Card required to start. Cancel any time in the trial.

Professional

most chosen

$6,500 / month

$65,000 a year — two months free

Admins
2
Creators
3
Validators
5
Viewers
Unlimited, free
AI runs / month
1,500
SOW imports
10 / month

Extra seats: admin $750, creator $550, validator $375 per month

Provisioned with a pilot on your own documents.

Enterprise

$12,000 / month

$120,000 a year — two months free

Admins
5
Creators
10
Validators
15
Viewers
Unlimited, free
AI runs / month
6,000
SOW imports
Unlimited

Extra seats: admin $600, creator $450, validator $300 per month

Provisioned with a pilot on your own documents.

What is includedEssentialProfessionalEnterprise
Branded Word export
PDF export
Risk score and findings
Single-stage approval
A1 · Draft from a brief
A3 · Executive summary and cover letter
A4 · Payment schedule generator
AI decomposition of imported SOWs
AI risk narrative and clause recommendations
B1 · Consistency and contradiction checks
B2 · Library conflict and duplicate detection
Conditional, multi-stage approvals
A2 · RFP and ITT compliance matrix
B3 · Clause quality scoring
C1 · Pre-review memo
C2 · Change summarisation
C3 · Client counter-proposal analysis
Custom risk model weights
D1 · Effort estimation assistant
D2 · Pricing sanity check
Parallel approvals and escalation
SSO / SAML

Prices in US dollars, billed monthly or annually. Annual contracts can be paid against a purchase order. Ask us anything.

FAQ

Questions we are asked first

Something else? Ask us anything.

Get started

Your next SOW is mostly written already.

Import the ones you have and PLXDocs turns them into a library you can build from. Then hand it the next brief and start from a filled draft.

Start a 7-day trial

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