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Documents

Documents and electronic signatures

Contracts that are generated from a template with complete data and signed from the mobile phone. Without printing, scanning or hiring another tool.

Document is the last obstacle between yes and money. Solving this within the CRM shortens your customer's sales cycle and becomes another billable module.

Document templates

Write once, always use

Contract, proposal, term and authorization saw models with fields that were filled out alone from the contact log. No one else copies the previous customer's contract and forgets to change the name.

  • Template Editor Contact and enterprise variables
  • Automatic filling From CRM
  • Organized Library By document type
  • Versions To not lose the old model
Library of document templates
Document templates with automatic fields
Electronic signature

Signed by mobile phone in minutes

The document goes by link, the client signs from the phone and the two parties receive the final route. The status of each document is visible in the CRM.

  • Sign by browser, without installing application
  • Registration of oil with date, time and identification
  • Status by document Sent, open, signed
  • Final file stored in contact history
Signature document editor
Document assembled and ready to send
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FunnelOps white-label

You want to deliver all this with your brand?

Tell us what your operation is like today. Our team mounts the demonstration with the stage of your market.

Become a partner →What's in the plan