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How Sunnon & Charlotte Property Management Automates Lease Generation with Docupilot
Sunnon & Charlotte Property Management is a fast-growing residential property manager based in Charlotte, NC. Founded by Chris Claflin, the firm prides itself on hands-off operations and system-driven workflows—but like many property managers, they struggled to scale their document processes efficiently.
Challenges Faced Before Using Docupilot
- Tedious lease generation
Their legacy property-management platform forced them to drag-and-drop hundreds of fields into a web editor for each lease—an error-prone, multi-hour ordeal for a single 10-page document. - Low-quality PDF merges
To combine state-mandated PDF forms with custom clauses, they resorted to Word screenshots, resulting in blurry text, lost resolution, and frustrated tenants. - Manual template maintenance
Whenever a state form changed, the team had to reposition every field by hand. Updates took days of careful tweaking and testing instead of minutes. - Disjointed signing workflow
Relying on multiple third-party tools (SignNow, PropertyWare) created friction and still didn’t automate both merging and signing in one seamless flow.
How Did Docupilot Help Sunnon & Charlotte Property Management?
By adopting Docupilot, Sunnon & Charlotte transformed their document workflows into a single, reliable platform:
- Lease generation in minutes
Templates now pull directly from their database, cutting manual setup by over 80%. - Crystal-clear PDF & Word merging
Native support for PDFs, Word docs, and images means no more blurred screenshots—all documents stay high-quality. - One-and-done maintenance
Chris now reviews templates just once a year, confident that Docupilot’s logic handles the rest. - Unified signing and delivery
Integrated APIs automatically merge, populate, and deliver signed leases without juggling multiple apps.
Docupilot Features That Solved These Challenges
- Zapier Integration
Automate end-to-end workflows—from new tenant onboarding to rent-ready lease delivery. - MS Word Add-in & Drag-and-Drop PDF Editor
Edit templates directly in Word, then overlay fields and merge PDFs with a simple drag-and-drop. - Append PDF API
Build complex documents in two steps—populate the main lease, then append addendums—without manual merging. - Conditional Logic & Flexible Fields
Show or hide clauses based on tenant data, and place tags/signatures precisely where they belong. - Built-in Error Prevention
Data pulls straight from your systems, eliminating manual key-in mistakes and ensuring 100% accuracy.
Key Results
- 80% reduction in lease preparation time (hours → minutes)
- 100% high-resolution, legible documents—no more fuzzy screenshots
- Zero manual drag-and-drop errors, boosting tenant satisfaction
- “Set-and-forget” reliability, with annual template reviews only
- Effortless updates when state forms or branding elements change
Sunnon & Charlotte Property Management’s journey with Docupilot highlights the power of automation in scaling operations without sacrificing quality or compliance. By replacing time-consuming, error-prone manual tasks with streamlined, logic-driven workflows, the team has reclaimed valuable hours, improved document accuracy, and enhanced the tenant experience. As they continue to adopt new features like white-label signing and advanced analytics, Sunnon & Charlotte is poised to lead the way in modern, tech-forward property management—proving that the right tools can turn everyday paperwork into a competitive advantage.
Ready to streamline your lease generation process? Book a demo with Docupilot today and see how effortless document automation can be.
