Send proposals and contracts your clients can sign online.
Templates, sending and online signature for proposals and contracts — all linked to the contact in your CRM. A lead says yes, you send a document, they sign from their phone, and the signed agreement is stored against their record without you chasing paperwork.
Three steps from setup to running.
We build templates for your standard proposals and contracts.
You send a document from the CRM; the client reviews and signs online from any device.
The signed copy is stored against the contact, and signing can trigger the next automation — like an invoice or onboarding.
What's included
- Document templates
- Online sending & e-signature
- Mobile-friendly signing
- Signed-copy storage per contact
- Post-signature automations
Connects with
- CRM pipeline
- Payments & subscriptions
- Workflow automation
Questions, answered straight.
Is an online signature legally valid?
Yes. E-signatures are legally recognized in the US and Mexico for most agreements. We can advise on specific document types during setup — [VERIFICAR: jurisdiction-specific requirements for your contracts].
Can signing trigger the next step?
Yes. When a document is signed, it can automatically trigger an invoice, an onboarding sequence, or a pipeline stage change — so nothing stalls after the yes.
Do I need to build contracts from scratch?
No. We turn your existing proposals and contracts into reusable templates, so sending a new one takes minutes.
Where are signed documents stored?
Against the contact record in your CRM, so anyone on your team can find the signed agreement without digging through email.
See this built for your business.
On the call, we'll map exactly how this fits your operation — and what it connects to.