Your training documents,
generated automatically.
Agreements, attendance sheets, certificates — Cirrus Shield produces your entire document package from the learner profile in just 1 click.
Document Package Progress
Complete
Paperwork
kills pedagogy.
A training manager spends an average of 6 hours per week on document-related tasks. That's time stolen from what truly matters.
Documents lost or poorly archived
During a Qualiopi audit, a single missing document can put your entire certification at risk.
Endless manual reentry
Names, dates, funders, signatories — the same data typed manually into every Word template.
Paper signatures that never end
Attendance sheets sent via email, printed, signed, scanned, then refiled. Every single session.
Compliance under pressure
As of 2025, auditors evaluate the traceability and currency of every document you produce.
A filing system organized into
3 chronological phases.
Before, during, after each training — every document is in the right place at the right time. Each is linked to its Qualiopi indicator.
Training Agreement
Generated from the learner profile or their company. Integrated e-signature.
Training Program
Objectives, duration, methods, prerequisites. Automatic versioning on each update.
Code of Conduct
Provided and signed before training begins. Timestamped acknowledgment of receipt.
Positioning Assessment Form
Evaluation of learner's initial level and needs before training starts.
Quotes and Proposals
Automatic generation with all training session information.
OPCO/CPF Folder
Funding approval and supporting documents transmitted directly to funders.
Attendance Sheet
Digital signature per session. Automatic timestamping with legal value.
Course Materials
Secure deposit and access to training resources by learner.
Intermediate Assessments
Quizzes, practical exercises, evaluation grids with continuous auto-scoring.
Trainer Journal
Follow-up on execution, incidents, pedagogical adaptations documented.
Attendance Certificate
Generated automatically for each half-day validated by the trainer.
Completion Certificate
Official document with results and acquired competencies.
Satisfaction Survey
Questionnaire sent automatically post-training.
Cold Evaluation D+90
Skills transfer survey in real work situation.
Completion Certificate
Learner space to download their certificate generated from the CRM.
Pedagogical Report
Consolidated summary of all training for the year. Ready for submission.
Regulatory Archiving
Secure 5-year storage. Guaranteed access for Qualiopi audits.
What Cirrus Shield does
for you.
Every document is connected to the source data. A change on the client profile propagates instantly in all linked documents. No more re-entry, no more errors, no more inconsistencies.
Automatic generation in 1 click
From the client profile, data flows into all linked templates: agreement, quote, certificate, attendance sheet. A single click replaces 30 minutes of manual Word work.
Integrated e-signature
Link sent via email or SMS. Automatic timestamping, eIDAS certificate, legal value. Works on all devices.
100% customizable templates
20+ Qualiopi-compliant templates. Import your own Word templates or adapt ours to your brand identity.
Native archiving & traceability
Every document is timestamped, versioned, and linked to its Qualiopi indicator. Auditors find proof in 2 clicks. 5-year retention guaranteed.
The 7 Qualiopi criteria
covered natively.
Every generated document is linked to its indicator. Auditors find proof in seconds, sorted by criterion, timestamped, and versioned.
Information
Public information conditions
Objectives
Identification of needs and goals
Pedagogy
Design and pedagogical delivery
Evaluation
Adaptation and learner assessment
Improvement
Continuous improvement approach
Accessibility
Support for specific populations
Subcontracting
Subcontracting management
Confident training orgs,
audits passed with flying colors.
In 6 months, we cut document production time by 70%. Our Qualiopi audit went without a single negative finding.
Automatic contract generation freed up enormous time for our team. No more errors with names or dates in agreements.
The auditor was amazed by our traceability. Every piece of evidence? One click, timestamped. We kept our certification with zero stress.
A CRM that handles documents,
not an isolated document tool.
Dedicated document solutions manage files. Cirrus Shield manages client context and files — one view, one source of truth.
| Evaluation Criteria |
Cirrus Shield CRM + Docs |
Dendreo | Digiforma | Sellsy |
|---|---|---|---|---|
| Auto-document generation | Yes | |||
| Native integrated CRM | Native | Partial | ||
| E-signature | eIDAS | Add-on | ||
| Native Qualiopi mapping | 7/7 | |||
| France hosting / GDPR | 🇫🇷 France | Partial | ||
| Template customization | Unlimited | Limited | Limited | Limited |
Information for reference · April 2026. Refer to vendor websites for current information.
Adapted to every training org profile.
Independent Trainer
All administration in one tool. Generate documents between sessions without losing track of sales.
Regional Center
Multi-sessions, multi-trainers — every document linked to the right session, learner, and funder.
CFA & Apprenticeship
Apprenticeship contracts, master trainers, learner records. Native EDOF compliance guaranteed at each session.
Consulting Firm
Training as a side business alongside consulting — one centralized CRM to intelligently manage both service lines.
Frequently Asked Questions
Qu’est-ce qu’un CRM et pourquoi est-il essentiel pour votre entreprise ?
Are generated documents accepted during a Qualiopi audit?
Can you integrate your own Word templates?
Does e-signature have legal value in France?
How long does it take to set up document management?
Is data hosted in France and GDPR compliant?
Ready to stop drowning in paperwork?
Join 500+ training organizations that have automated their
document management. Stress-free Qualiopi audits guaranteed.
