← All modules·BUSINESS PLAN

E-Signatures

Send a document for signature and get it back signed — no DocuSign account needed.

Built-in e-signature requests and a signing flow your clients complete straight from their email or the client portal — no third-party account, no per-envelope fee.

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2
Sub-modules
2
Module integrations
8
Features

SUB-MODULES

Everything inside E-Signatures.

📤

Signature Requests

Send any document out for signature, tracked from send to signed.

  • ✓Request creation against any document
  • ✓Cancel a pending request
  • ✓Request status tracking (sent/signed/cancelled)
  • ✓Requester and signer audit trail
🖊️

Signing Flow

A tokenised signing link the recipient opens and completes without an account.

  • ✓Token-based sign link (no login required)
  • ✓Signature capture on completion
  • ✓Signed document locked from further edits
  • ✓Completion notifies the requester

MODULE CONNECTIONS

How E-Signatures connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

✍️E-Signatures
🤝
CRM← receives from

Proposals sent for e-signature on acceptance

View module →
📁
Documents→ sends to

Signed documents stored back in the vault

View module →

Explore related modules

🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →📁Document ManagementSharePoint-style document vault with version control, team folders, and secure sharing.BUSINESS →
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