Documents and signing
From quote to signature in one system
Document templates with merge fields straight from the record, and digital signing through Penneo or NextSign without leaving the CRM.
Templates with merge fields
Quotes, contracts and letters are filled in with the customer's data from the record you are on.
Digital signing
Send for signature through Penneo or NextSign straight from the CRM, and follow the document's status.
Documents on the customer
Every document sits on customers and contacts with a timestamp and version.
The contract sits on the customer
A contract holds its terms, lines and signatures on one record and is linked to the opportunity and the customer. Once it is signed, everyone with access to the customer can see it.
- Create documents from templates in one click
- Merge fields for every field in the CRM
- Signing through Penneo and NextSign
- History with versions
Send your next quote from AmpleoCRM
Start a trial with demo data and try a document template, or book a walkthrough.