Here are some common use cases for Togetha DocGen for Jira.
Internal approvals
Teams can generate approval documents, such as capital expenditure requests, procurement forms, or change approvals, directly from work items. The resulting PDF or Word document is a clear, standardised record ideal for finance teams, auditing, and reporting. It is particularly valuable in regulated environments, where formal documentation is required for legal purposes.
Customer-facing documents and agreements
Customer requests can be transformed into professional documents and shared as formal confirmations or agreements. Togetha DocGen takes requests submitted through the JSM portal, such as training bookings or support changes, and turns them into polished PDFs containing full details, pricing, and terms and conditions. This fosters customer trust and confidence.
Contracts and order forms
Togetha DocGen automates the creation of contracts, quotes, and order forms using data captured in work items, whether entered by customers or internal teams. The app ensures that all documents follow a consistent format and include the correct commercial and legal information.
Project documentation
Project documentation such as summaries, scopes, and reports can be generated at key points in a workflow, e.g. after submission, approval, or resolution. Togetha DocGen keeps documentation aligned with live data so that everything is easy to track and reference.