The Aether Document Manager is your all-in-one solution for generating, sending, and tracking trade-specific documents—from contracts to customer intake forms—fully integrated with your CRM, proposals, and workflows.
Generate essential project documents in just a few clicks. Aether's ready-made templates are built specifically for solar, roofing, and HVAC teams—so there's no need to start from scratch or worry about formatting.
Installation Contracts
Homeowner Intake & Review Forms
Change Orders & Addendums
Work Scopes, Supplements, and more
Document Templates
Installation Contract
Professional installation agreement with terms, pricing, and project scope
Solar
Roofing
Generate Document
Homeowner Intake
Professional installation agreement with terms, pricing, and project scope
Solar
Roofing
Generate Document
Solar Design 1
$12,000 | 10kW
Residential Solar
Active
1
LA Survey Squad
Hardscape + Turf Design
4517 Washington Ave. Manchester, Kentucky 39495
Landscape
$15,000
10
Created: August 1, 2024
SB
Contract Preview
LANDSCAPE SERVICE
AGREEMENT
Customer:
Mark Spenser
Estimated Install Date:
July 24, 2025
Project Scope:
4,200 sq ft
Total Contract Value:
$24,500
This agreement is automatically generated
with live data from your CRM system.
Forget copy-pasting. Aether automatically pulls live data from your deals and projects into every document—so it's always accurate and up to date.
It dynamically fills in:
Customer info – name, address, contact
Project details – pricing, system size, site notes
Deal context – stage, rep name, contract value,
install date
Aether sends the right documents at the right time—automatically. Whether it's a contract, intake form, or financing doc, you control when and how things get sent, signed, and stored—all within your team's normal flow.
Proposal Accepted
Deal moves to next stage
Generate Proposal
Purchase Experience
Send Homeonwer Email
Aether AI
Contract Auto-Sent
Document triggered automatically
Automate Document Workflows
Trigger
CRM status update
Status = "Site Survey Complete"
Automated trigger fires when site survey status changes to complete
Action
Aether generates the document
Generate Document
Auto-generate Change Order
Route
Route
Route internally (e.g., Ops, Sales) or externally to customer
Use Aether's Workflow Builder to fully automate how and when documents are sent—based on your team's exact process.
Set up powerful automation rules like:
Create logic-based triggers (e.g., when status = "Site Survey Complete", send Change Order)
Route documents to internal teams or customers based on project type
Chain multiple documents into onboarding sequences or approval flows
Add human-in-the-loop approvals before sending when needed
Stay in control with enterprise-grade visibility:
See who created, viewed, sent, or signed each document
Identify stalled signatures or missing forms in real-time
Auto-reminders for unsigned docs
Export history logs for compliance or internal QA
This week
GDPR
Contract - Sarah Chen
DOC-2024-0847
AA
Pending Signature
S
Shelby
Created a new contract
4 days ago
S
Awaiting signature from
Sarah Chen
4 days ago
Export Report
Send Reminder
See how Aether stacks up against traditional tools and providers. Faster turnaround, AI precision, and verified accuracy. No drones, no site visits, no delays. Designed for speed, scalability, and compliance.
A smarter way to scope, quote, and build.
