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Simple Smooth Safe

Simple. Smooth. Safe.

Document generation and project billing for firms on Dynamics 365 and Dataverse

We build and sell DocGen for branded PDFs and PSA Hub for time, expenses and invoicing, both running in your own Microsoft environment, and we provide the consultancy to implement them.

DocGen €625 / production environment / month PSA Hub €39 / user / month

Licence prices, excl. VAT, billed annually. PSA Hub has a minimum of 15 users and requires DocGen.

Runs in your tenantDPASecurity overview

PSA Hub timesheet entry: a week grid of hour types and hours per day, with day totals and a week total of 43 hours
PSA Hub · Timesheet
Statement of account PDF generated by DocGen from sample Dataverse data
DocGen · PDF statement

Case study: DocGen at a multi-office professional services firm on Dynamics 365

Legacy templates converted
12
Change turnaround
Weeks → days
Yearly running cost at six template changes
€28,500 → €9,000

From year 2: licence and changes only. The one-time deployment and template migration are not in these figures; Year 1 is on the pricing page.

Read the case study

DocGen is available on Microsoft Marketplace.

See the Marketplace listing

Products for Dynamics 365 and Dataverse

Each one replaces something specific: a compiled templating stack billed per change, or a standalone PSA tool with a sync job pointed at your CRM.

Top of a statement of account generated by DocGen: header, account summary and invoice detail table

DocGen

Turn Dataverse records into branded PDFs: invoices, statements and engagement documents. Templates are configuration, not compiled code, so a layout change ships without a release. One custom API, callable from model-driven apps, Power Automate, Code Apps and Power Pages.

€625/ production environment / month
Billed annually. Runs in your Azure subscription. Unlimited users and documents. Dev and test environments free. Explore DocGen
PSA Hub planboard showing who is booked on which project, by day

PSA Hub

Time, expenses, projects, billing, WIP, resourcing and forecasting in one workspace, on native Dataverse tables. Delivered as a Power Apps code app inside your own tenant, so it works like a modern web app on the platform your firm already runs.

€39/ user / month
Billed annually. Minimum 15 users. Every module for every user. DocGen required and licensed separately. Explore PSA Hub

SSS DMS In development

One workspace for the documents attached to your Dataverse records, across Dataverse and SharePoint. A DocGen add-on at €375 / environment / month, billed annually; not sold on its own.

Meet DMS

Implementation and consultancy

We implement our own products: DocGen deployment and onboarding is a fixed €5,500 for the first environment, and PSA Hub implementation is scoped and quoted before you commit, from €18,000. We also take on Power Platform consultancy around Dataverse and Dynamics 365.

Discuss a project

Prices in EUR, excl. VAT. Microsoft licences and Azure run costs are between you and Microsoft. Every published price is on the pricing page.

Three things you can check before you talk to us

Prices are on the page

Licence prices are published for every product. DocGen's implementation and change rates are fixed and published; PSA Hub implementation starts at €18,000 and is quoted after scoping. DocGen is the same number for a five-person team and a five-thousand-person one, because you aren't buying seats.

Check the DocGen rate card

It runs in your own tenant

DocGen renders in your own Azure subscription, PSA Hub is native Dataverse, and DMS reads your Dataverse and SharePoint in place. We operate no service that holds a copy of your data.

Read the security overview

One codebase, never a fork

Client variation is configuration: custom columns, navigation slots and Custom API hooks, never a forked copy of the source. That is what keeps one fix reaching every client.

See how PSA Hub is built

Built for firms already on Microsoft

Our products assume the platform is already yours: Dynamics 365 or Power Platform, your security groups, your admins. PSA Hub is for firms with 15 or more billable people whose time turns into invoices. DocGen fits wherever Dataverse records need to become branded PDFs, and implementation partners can build it into their own client work at the same public price.

If your firm has no Dynamics 365 or Power Platform footprint, a self-serve tool will genuinely cost you less, and we will tell you the same on a call.

Insights

All insights

Document generation

Word template limits in Dynamics 365

The out-of-the-box Word template breaks on repeating tables, if-conditions, XML mapping edits, related records and the 100-record cap per relationship.

· 11 min read

Professional services

PSA Hub or Project Operations

Deployment types, what each is for, where the price difference comes from, and the cases where Project Operations is the right answer.

· 5 min read

Licensing

Per-environment or per-seat licensing

Why some Dataverse add-ons are licensed per user and others per environment, and where the crossover sits.

· 4 min read

Tell us what you generate and bill today

Send us one of the documents you generate today and roughly how often it changes, or how your firm records time and raises invoices. We will tell you what it would take to move it, including if the answer is that it is not worth moving.

You work directly with Duarte Clemente, the founder, who scopes the implementation, writes the code and handles support.

About Simple Smooth Safe

Talk directly to us

A Portuguese company in Sintra that builds and sells products for Dynamics 365, Dataverse and Power Platform, and provides the consultancy around them. We work in English and Portuguese.

Monday to Friday, 09:00–17:00 · Lisbon time