Documents and e-sign

What it is for

Create proposals and contracts from templates with merge fields, collect signatures and take payment on signing.

First steps

1. Build a template and add merge fields.
2. Create a document for a contact from the template.
3. Set the signing order if several people sign.
4. Send it; reminders go out until it is signed.

What it includes

• Block-based document builder
• Merge fields that fill themselves
• Multi-signer with signing order
• Signed answers write back to the CRM
• Template library
• Payment on signature
• Audit trail and certificate
• Pricing tables and calculated fields
• PDF export, reminders and version history