Contracts & E-Sign
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.

Standard Equipment
Every capability this module ships with — nothing held back for a higher tier.
Why It Matters
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
A clear, collaborative approach from start to finish.
Assemble sections, line items, terms, and pricing into a branded proposal or contract.
Generate a secure public link — your client reviews the proposal and signs from any device.
Legally binding e-signature captures intent, timestamp, and a full audit trail.
The signed document attaches to the deal and your pipeline updates automatically.
Explore The Fleet
See how our modules work together to support your business.

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