E-signature

Get agreements signed without another subscription.

Send a template to one or more signers, track where it is, and let the signed deal move your pipeline.

What you get

Build a library of agreements and fill names, dates and amounts from the record.

Several signers, in the order you set.

Nudge people who have not signed, or void a request that is out of date.

Every send, view and signature is recorded with a timestamp.

Staff see documents waiting on them in one place.

When an agreement is sent or signed, the company can advance to the next pipeline stage automatically.

Signature requests are emailed from a mailbox you connect. Without one connected, you can still copy the signing link and send it yourself.

Contacts, companies, a pipeline board, tasks and follow-ups in one workspace.

A shared file library, expiring share links and a read-only client portal.

Built-in video meetings with recording, live captions, AI notes and guest links.

Book a short demo and we will show the product on a workspace set up the way your team sells.