initializing

Documents

Send contracts, proposals, and documents for e-signature. Track document status, use templates, and auto-fill from CRM contact data.

What it does

  • ✓Contract and proposal sending
  • ✓E-signature collection
  • ✓Template library
  • ✓Auto-fill from CRM data
  • ✓Document status tracking

Capabilities required

contract_sendtemplate_manageesignaturedoc_tracking

How it works

1

Install

Add Documents to your 0nCore account from the marketplace.

2

Connect

The add-on auto-connects to your CRM sub-location. No manual setup.

3

Use It

Access the capability from your dashboard, chat, or automations.

Integrations

CRM DocumentsCRM Contacts