Documents & Contracts lets you send proposals, estimates, and legally binding contracts for electronic signature without leaving your account. Instead of juggling a separate e-signature tool, you can create a document, attach it to a contact or opportunity, and send it out in a couple of clicks.
Every document you send moves through a simple lifecycle: Draft, Sent, Viewed, Signed (or Declined). You can track exactly where each document stands from the Documents & Contracts dashboard, and recipients get automatic email notifications at each step.
Documents can include:
- Rich text, pricing tables, and images
- Fillable fields for names, dates, and initials
- One or more signers, each assigned their own fields
- Optional payment collection tied to the signature
Once a prospect signs, the document is time-stamped, stored permanently, and available to both you and the signer from the Client Portal. You can also trigger a workflow the moment a document is sent, viewed, signed, or declined, for example notifying your team or creating a task automatically.
To get started, open Payments -> Documents & Contracts, create your first template from scratch or from the Content Library, and send it to a contact. From there, explore templates, signing order, payment collection, and expiration settings to fine-tune how your documents work for your business.