Templates with record fields
Company, contact, and deal data fill the agreement for you.
How it works
- DraftPick a template. Company, contact, and deal fields fill in.
- SignSend for review and signature. The evidence is stored with the document.
- RenewRenewal dates and reminders stop an agreement from lapsing unnoticed.
What's included
Write, upload, or generate
Start from a template, a blank page, or a file you already have.
Review and signing
Send for review, add signers, and keep the completed signing evidence.
Version history
Every version is kept with its effective dates. Restore an older one in a click.
Renewals and reminders
Set the renewal notice and auto renewal, and get reminded before the date.
Amendments
Propose changes to agreed terms and keep them tied to the original.
Linked to records
Documents show on the company, contact, and deal they belong to.
Access and numbering
Restrict who sees each document and number them in your own format.
More in System of Record
Your Database
Contacts, companies, and deals in one connected system, with the full history on each record.
Teams & High Security
Decide who sees what, down to a single company, contact, or deal.
Pipeline Management
Run every deal from the first List to a signed Account, on stages you define.
Automation
Let routine CRM work run itself, started by a record change, a schedule, or a webhook.
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Integrations
Gmail, Outlook, Slack, Pipedrive, Zapier, and more, plus webhooks, MCP, and the REST API.
Customization
Custom fields, stages, layouts, and themes for how your team works.
Data Quality
Duplicate detection, merges, normalization, and import rollback.
Invoicing
Manage invoices and track payments directly within your CRM.