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.”
The short answer
Document generation, digital signatures, estimates and proposals with e-signature, and contract lifecycle management. Every documents & contracts capability is built into one custom platform you own, with no separate logins or per-seat fees. New capabilities are added as your business needs them.
What's included in Documents & Contracts?
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 does Documents & Contracts connect to the rest of your platform?
Documents flow seamlessly from creation to signature to storage. Contracts auto-renew or alert before expiration.