Documents & Contracts

Stop emailing PDFs and chasing signatures for a week.

Professional proposals and contracts your clients sign and pay online — that file and follow up on their own.

Instead of a Word doc and a week of "did you get a chance to sign?", you send one polished document. They sign and pay from their phone in minutes. It invoices, files, and chases itself.

Have your contracts set up See how a contract gets signed

What is this, really?

A proposal tool, an e-signature pad, and invoicing — rolled into one.

Right now the agreement lives in three places: you build it in Word or a PDF, email it and wait, then send an invoice from somewhere else. Every gap is a day lost — and sometimes a deal.

This closes the gaps. One document your client opens on their phone, signs, and pays — all in a few minutes — and it books the invoice, files itself on their record, and follows up if they go quiet.

Before

Email a Word or PDF contract
Chase the signature for days
Print, sign, scan, send back
Then invoice separately
Dig through email to find it later

After

Send one polished document
They sign from any device
They pay right on it
Invoice books itself
Filed on their record, forever

Why businesses use it

Days of chasing collapse into minutes of signing.

less back-and-forth — sign and pay happen in one step, on one screen.

dashboard for every document — draft, waiting, signed, or archived, at a glance.

spent on a separate e-sign or invoicing tool — it's all one system.

The centerpiece

The life of a contract

From draft to signed, paid, and filed — online and hands-free. Tap any stage to trace it.

Create Send Sign Pay Done & filed If they decline / it expires

01 · Create it

Start from a template, your own PDF, or a blank page.

It auto-fills the client's name, dates, and your details — no retyping.

Minutes, not hours

02 · Send it

By email, link, or text — to one signer or several, in order.

Each signer gets their own fields to complete.

However suits the client

03 · The client signs

Online, from any device — draw or type.

Legally binding, with a certificate: who signed, when, and from where.

Signed in minutes, from their phone

04 · The client pays

Right there on the document — one-time or recurring.

No separate invoice, no waiting. Runs through your own processor.

Sign and pay in one step

05 · Done & filed

An invoice is generated, follow-up kicks off, everything logs to their record.

Your team gets notified as it moves.

Nothing to chase or file

If they decline →

Capture why, and a follow-up kicks in automatically.

If it expires →

A time-limited offer closes itself — no stale contracts hanging open.

Handled for you

Details filled in automatically Reminders sent to unsigned clients Invoice created on signing Every step tracked and filed

Send, sign, get paid — then it files and follows up itself.

Pillar 1 · Create professional documents fast

A proposal that looks like you paid a designer.

Start however you like, make it genuinely professional, and let it fill in the details itself — so your next one takes minutes.

Start however you like

From a ready-made template, by uploading your existing PDF, or from a blank page — proposals, contracts, and estimates all made professional.

Design a real proposal

Add text, images, video, pricing tables, and product lists across as many pages as you need.

It fills itself in

The client's name, dates, your business details, and other specifics drop in automatically, so every document is personalized without retyping.

Reuse and move fast

Save any document as a template and keep a library of reusable sections, so your next one takes minutes.

Let clients add extras

Include optional add-on items the client can check to include, so a quote can upsell itself.

Legally binding signatures

Clients sign online from any device, and every signature comes with a certificate recording who signed, when, and from where — protected by encryption.

The right people, in the right order

Send to several signers with a set signing order, each with their own fields, signing by drawing or typing.

Send it their way

Deliver by email, a shareable link, or a text message.

Get paid on the spot

Build a one-time or recurring payment right into the contract, so the client signs and pays in a single step — no separate invoice, no waiting.

Close the loose ends

Set an expiration date so stale offers close themselves, and if a client declines, capture their reason and follow up automatically.

Pillar 2 · Get it signed and paid — in one place

Sign here. Pay here. Done here.

The signature holds up in court and the payment lands in your account — in the same few taps, on the same screen, with no third tool.

Pillar 3 · It tracks and chases itself

You stop being the follow-up department.

Every document reports its own status, chases its own stragglers, and files itself on the client's record — so nothing slips and nothing gets lost.

One place to see everything

A dashboard shows every document as draft, waiting to be signed, completed, or archived — with the client and the value at a glance, so nothing slips.

A full history

See exactly when each document was sent, opened, and signed.

Follow-up on autopilot

Unsigned contracts get reminders, signed ones generate invoices and kick off next steps — all without you lifting a finger.

Filed automatically

Every document lives on the client's record, and your team gets notified as things move.

Three ways we could set it up

Same system, tuned to how you actually sell.

Send a Proposal That Closes Itself

Best for: businesses that send quotes, proposals, or estimates.

A polished proposal that signs and pays in one go.

Shows: building a professional proposal from a template with pricing tables and optional add-on items the client can check; auto-filling their details; sending by email, link, or text; and letting them sign and pay — one-time or recurring — right on the document.

Contracts Signed in Minutes, Not Days

Best for: businesses that need agreements signed fast and properly.

E-signatures that hold up and move quick.

Shows: uploading your existing contract or building one; routing it to several signers in the right order, each with their own fields; collecting legally binding drawn-or-typed signatures with a full audit certificate; setting an expiration; handling declines with feedback; and signing from any device.

It Files and Chases Itself

Best for: businesses drowning in paperwork and follow-up.

The system that does the chasing and filing for you.

Shows: one dashboard of every document's status and value; automatic reminders for unsigned contracts; invoices generated the moment a document is signed; recurring billing; and every agreement logged on the client's record with the team notified.

Good to know — honest limits

Each document is fixed once created — for different clients you use different templates (which we set up), not one document that changes itself.
A document is marked complete once everyone required has signed — and it reminds the stragglers until they do.
Updating a template never changes documents already sent — anything out or signed stays exactly as it was.
Taking payment uses your connected processor; card details are handled securely by that processor and never stored here.

It works with the rest of your business

A document doesn't sit in a silo — it drives the deal.

A signed contract can automatically send an invoice, start onboarding, and move the deal forward; an unsigned one triggers reminders; a declined one launches a win-back — and payment runs through your own processor.

Every signature sets the next step in motion on its own.

What you actually get