This section of the knowledge base covers everything related to managing documents and contracts inside your CRM. Here you will find guides on creating, sending, signing, and tracking documents and contracts so you can keep your client agreements organized and moving forward.

Frequently Asked Questions #

What is included in the Documents & Contracts section? #

This section includes articles that walk you through building documents and contracts, sending them to clients, collecting signatures, and tracking their status from draft to completion.

Can I send a contract for an electronic signature? #

Yes. The CRM supports electronic signatures, so you can send a contract to a client and have them sign it online without printing or scanning anything.

Can I reuse the same document for multiple clients? #

Yes. You can create reusable templates so you do not have to rebuild the same document each time. Templates let you populate client details automatically and send agreements quickly.

How do I know when a client has viewed or signed a document? #

The CRM tracks document status, so you can see when a document has been sent, opened, and signed, and follow up accordingly.

Are signed documents stored in the CRM? #

Yes. Completed and signed documents are saved within the CRM so you and your team can access them whenever you need a record of the agreement.