NewIntroducing PartnerView. Software built for partner services firms.Read the field note →
Delivery Software category

Document Generation

DRD in. FRD out. The SE reviews instead of re-typing.

Evaluate this against your current delivery tool. Comparison below.
Overview

How Document Generation works.

Solution engineers spend hours per project converting narrative discovery into structured functional requirements. The work is mostly translation, not judgment, but it still has to be reviewed by someone who understands the engagement. PartnerView ships one feature, and only one, that uses Claude: a Claude-assisted DRD-to-FRD generator that proposes structured FRD rows from a structured DRD, records per-row provenance back to the source rows, versions every regeneration as a new batch, and blocks downstream monday.com board config behind an explicit approval. The SE reviews and approves. Nothing publishes silently. A monthly USD cap auto-blocks new calls when the spend crosses it.

Where it breaks today

The specific problems Document Generation solves.

01

Re-typing discovery into a functional spec.

Hours per project go into turning narrative DRD content into structured FRD rows. Most of it is translation, not judgment, but the SE still has to do it by hand.

02

No audit trail from FRD row to source.

Reviewers cannot trace a functional requirement back to the discovery row that originated it. Decisions get questioned and nobody remembers where they came from.

03

Regeneration silently overwrites the prior version.

Run a new pass and the old draft is gone. Review history disappears with it.

04

A smart generator with no spend cap is a budget hole.

Per-call costs add up fast. Without a budget cap and per-call tracking, monthly LLM spend is a surprise.

Compare

How a generic llm doc generator compares to PartnerView.

A generic LLM doc generator PartnerView
Approval Generated text flows wherever you paste it. Explicit approval gate; downstream output blocked until approved.
Provenance Output text with no link back to source. Per-row provenance from FRD row to source DRD rows.
Versioning Regenerate overwrites the prior draft. Batch versioning; prior batches preserved for review history.
Spend control Whatever the API bills you. Per-call cost tracking, monthly USD cap, auto-block on cap crossing.
Scope Plug AI into every text field. One feature, narrow scope: DRD-to-FRD. No AI in the money math.
What PartnerView does

The capabilities.

Claude-assisted DRD-to-FRD generation.

Claude reads structured DRD rows and proposes structured FRD rows ready for review. The SE reviews and approves. Nothing publishes silently.

Per-row provenance.

Every FRD row records the source DRD row IDs it was derived from. A Derived from panel on the detail view traces every functional requirement back to its origin.

Batch versioning that preserves review history.

Regenerating from the same DRD creates a new batch (v2, v3, ...) that supersedes the prior draft. Previous batches stay accessible in a Previous batches pane.

Approval gate before downstream output.

An FRD batch moves from draft to approved through an explicit approve action. monday.com board config generation is blocked until approved; the API returns HTTP 409 with a clear reason. Approval writes an append-only audit row.

Token and cost tracking on every call.

Input tokens, output tokens, model id, and computed USD cost recorded per batch. A monthly summary page aggregates per-user and per-model spend with sparkline trends.

Monthly budget cap with auto-block.

A per-org monthly USD cap is configurable in admin settings. When monthly spend crosses the cap, new generation calls are auto-blocked with HTTP 429 and a clear over-budget message until the next month or an admin raises the cap. In-flight batches finish; only new calls are blocked.

Full capability set

Everything in Document Generation.

Generation and review

The Claude-assisted draft path with provenance and versioning.

  • Claude-assisted DRD-to-FRD generation
  • Per-row provenance: every FRD row records the source DRD row IDs
  • Derived from panel on the FRD row detail view
  • FRD batch versioning (v2, v3, ...) supersedes prior draft
  • Previous batches pane preserves review history
  • Approval gate: draft to approved requires explicit approve action
  • Audit row on approval (actor, timestamp, batch version)

Downstream output

Turning the approved FRD into something the implementation team can use.

  • monday.com board config JSON output (groups, columns, item templates)
  • v1 manual-paste: copy the JSON, paste into monday.com board import
  • Approval-gated: HTTP 409 on un-approved batches
  • No live API push in v1 (manual-paste only)

Spend control and configuration

Per-call cost tracking, monthly budget caps, and admin-managed prompts.

  • Per-call input tokens, output tokens, model id, USD cost recorded on the batch row
  • Monthly summary page with per-user and per-model spend and sparkline trends
  • Per-org monthly USD cap configurable in admin settings
  • Auto-block on cap crossing: HTTP 429 with clear over-budget message
  • Admin-configurable Claude model id
  • Admin-editable system prompts for DRD-to-FRD and FRD-to-board-config
  • Prompt history preserved; rollback is one click
  • Graceful degradation when API key is absent: non-blocking banner, read paths still work
Where this lives

How this maps to your workflow.

See Document Generation handle your actual work.

Bring an active engagement. We will model it in PartnerView live.

Get a demo