All docs

Docs / The platform

Contracts & signing

Prepare a contract from a template, send it for signature, and track its status — all in the same workspace as the client it belongs to.

From template to signed

  1. Prepare the contract from a template.
  2. Send it for signature.
  3. Track its status alongside the client record.

Signing

Signers receive a branded email and sign electronically.

Read how it actually works. Setup, security, and the model underneath — in plain language, no marketing in the way.