Switch on when you need it
Contracts & e-Sign
Templates, ordered signatories and a signing page you own.
“I print it, sign it, scan it, email it, and then look for it a year later.”
Instead of: A signature service billed per document
Contracts & e-Sign generates agreements from templates filled with merge fields straight from the record, the deal and the hire, routes them to signatories in the order you set, and collects typed, drawn or uploaded signatures on a signing page that carries your brand. Every view, signature and decline is written to a tamper-evident audit trail, and the executed PDF files itself against the deal, the record or the hire it belongs to.
What you get
- Template editor with merge fields from records, deals and people, plus smart drafting
- Ordered and parallel signatory routing with reminders
- Built-in signing page with typed, drawn or uploaded signatures
- Tamper-evident audit trail with IP, timestamp and document hash
- Executed PDFs filed automatically to the related record
- Expiry, renewal, void and re-send controls
- Onboarding document packages with company counter-signature
Who tends to switch this on
- Teams sending the same agreements over and over
- Businesses paying per-envelope fees to a separate e-sign vendor
- Anyone who needs the signed copy attached to the record, not an inbox
Goes well with
People who switch on Contracts & e-Sign usually switch these on too.
Hiring
Hiring with video interviews and assessments that hands new hires straight to HR.
Instead of: A recruitment system and a job-board subscription
Vendors & Procurement
A vendor directory, purchase orders and a bid board your suppliers can use.
Instead of: A purchasing spreadsheet and a supplier folder
Human Resources
The people side of the business, in the same place as the work.
Instead of: A staff-records system and a timesheet app
Finance
Commissions, invoices, expenses and pay periods that reconcile with your deals.
Instead of: A commission spreadsheet and a separate expenses app
Quotes & Proposals
Branded proposals with approvals, signatures and view tracking, priced from your catalog.
Instead of: A proposal tool and a document template folder
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Contracts & e-Sign with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.