Documents & signing

From agreement to signature - in minutes

Create professional documents directly from CRM data and send them for digital signing without leaving the system.

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Document templates

Create templates with merge codes that auto-fill from CRM data.

Digital signing

Send documents for digital signing via Penneo or NextSign directly from CRM.

Full history

All documents are automatically logged on the relevant record with timestamp and version.

Professional documents - without manual work

Create quotes, contracts and reports directly from a case or opportunity. Templates are auto-filled with customer data, and you can send for signature in one click.

Create documents from templates in one click
Merge codes for all CRM fields
Digital signing via Penneo and NextSign
Document history with versioning

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