SolutionsContracts & E-Sign

Contracts & E-Sign

Proposals & E-Signature

Build branded proposals with live pricing totals and collect legally binding e-signatures — all without leaving the platform. Every signed document ties back to its CRM deal with a full audit trail.

Proposals
Proposals & E-Signature — Proposals

Standard Equipment

What We Offer

Every capability this module ships with — nothing held back for a higher tier.

Branded proposal & contract builder
Legally binding e-signatures (DropboxSign)
Line items, fees & pricing tables with live totals
Signature status tracking per document
Timestamped audit trail for every signing event
Public signing links for clients

Why It Matters

The Outcomes You Can Expect

What changes for a crew once this module goes live.

Close deals faster with polished, signable proposals

Replace DocuSign and PandaDoc with one tool

Full audit trail shows when a client views and signs

Every contract tied to its CRM deal

Flight Plan

Our Process

A clear, collaborative approach from start to finish.

01

Build the Proposal

Assemble sections, line items, terms, and pricing into a branded proposal or contract.

02

Share a Signing Link

Generate a secure public link — your client reviews the proposal and signs from any device.

03

Client Signs Online

Legally binding e-signature captures intent, timestamp, and a full audit trail.

04

Deal Closed & Tracked

The signed document attaches to the deal and your pipeline updates automatically.

Ready For Liftoff?

Let's talk about how contracts & e-sign fits your mission.