DOCUMENTS & CONTRACTS
Documents & Contracts
Document generation, digital signatures, estimates and proposals with e-signature, and contract lifecycle management.
“We're still emailing PDFs back and forth and losing track of which version the client actually signed.”
What's Included
Document generation
Auto-generate contracts, proposals, SOWs, and any document
Digital signatures
Legally binding e-signatures built into your document workflow
Estimates and proposals
Create estimates with client approval and e-signature built in
Contract lifecycle management
Track contracts from creation to renewal with expiration alerts
How It All Connects
Documents flow seamlessly from creation to signature to storage. Contracts auto-renew or alert before expiration.
A proposal is generated from a CRM deal, sent for e-signature, and once signed, auto-creates a project with milestones.
Contracts approaching renewal trigger alerts, auto-generate updated terms, and route for internal review.
Estimates convert to invoices with one click once the client approves and signs.