Documents

Create, import, edit and send proposals, contracts and forms.

• Add a pricing table and let your client choose

  Add line items, discounts, taxes and monthly prices to a proposal, let your client pick options and quantities, and lock what they accept into the signed document.

• Import a PDF with Instant Switch — limits and review

  Import an existing PDF, Word file or Google Doc, let Instant Switch place signing fields and suggest signer roles, then review it before you send.

• See every document for a customer

  The Customers page lists each company you send to, with its documents, their status, the people involved and the last activity. Rename or merge customers to keep the list clean.

• Set expiry, reminders, signing order, passcodes, reassign and scheduled send

  Control when a document expires, who gets reminded, the order people sign in, who can open the link, whether signers can forward it, and when it goes out.