E-Documents & E-Signatures for CRM

Generate Quotes, Proposals, and Contracts - in One Seamless CRM Flow

Simplify the paperwork in your sales cycle with E-Documents & E-Signatures. Generate quotes, proposals, and agreements automatically using CRM data—no copy-paste needed. Then, send them out for secure digital signing, with completed documents stored against the lead or account record.

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Key Highlights

Auto-Populated Templates

Merge lead or deal info (e.g., contact name, product line, pricing) into PDF or Word templates in a click.

Embedded E-Signature

Capture digital signatures on proposals, NDAs, or statements of work, directly from the CRM.

Version Control & Archiving

Keep track of every version, with timestamps showing when each doc was signed or updated.

Workflow Integration

Trigger a contract draft upon stage changes (e.g., once a deal hits 90% probability).

Legal & Compliance

Signatures are validated with date stamps, IP logs, and secure storage—ideal for audits.

Why It Matters

Shorter Sales Cycles:

Eliminate time-consuming printing, scanning, or emailing docs back and forth.

Accurate & Error-Free:

Auto-fill key details from the CRM, avoiding manual slip-ups.

Streamlined Deal Handoffs:

Once signed, the document is archived in the CRM for easy reference by finance or onboarding teams.

Real-World Use Cases

Quick Quotes

Reps generate quotes on the spot—personalized with the lead’s details. Clients e-sign digitally, cutting days from the purchase process.

Renewal Contracts

Auto-generate renewal docs every 12 months. The system notifies the client and logs the newly signed contract.

Proposal Collaboration

Multiple internal stakeholders (legal, finance) can edit the doc template once, ensuring reps always send the latest, compliant version.

Close faster with E-Signatures – Book a demo!

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