Proposals and contracts signed in minutes

Generate, send and sign with rules, margins and approvals under control — directly from the platform, no external tools.

Why use it

Why teams choose this module

Speed to close

Generate proposal with one click from deal and send for signature in seconds.

Smart templates

AI automatically fills with CRM data: name, company and values.

Automatic approvals

Approval flow configures margins before sending to the customer.

Real-time tracking

Know when the customer opened, read and signed.

Features

Everything you precisa, in one place

Native document editor

Create proposals and contracts with rich editor — without leaving the platform.

Auto-fill

CRM data fills name, company, product and value.

Digital signature

Send for electronic signature with legal validity.

Read status

See in real time if the customer opened and on which page they stopped.

Validity and expiry

Set up proposal expiration and renewal reminders.

Template management

Library of templates by product, segment and region.

Use cases

How teams use it in practice

01

Field closing

SDR sends proposal from mobile and customer signs before leaving the meeting.

02

Discount approval

Discount above X% automatically goes for manager approval.

03

Automatic renewal

30 days before expiry the flow triggers a renewal proposal.

From deal to signed contract in minutes

Digital proposals and contracts integrated with CRM, pipeline and automations.

No commitment · 30 min demo · Human expert