What e-signing capabilities does SuiteDash include?

SuiteDash includes built-in electronic signatures for documents and proposals without requiring a separate e-signature service. Clients sign by typing their name or drawing their signature on screen. Every signed document generates a PDF with an audit trail that records IP addresses and signing timestamps. Both the client and your organization can be required to sign, supporting counter-signing workflows for contracts and agreements.

How do dynamic documents work in SuiteDash?

Document generators serve as templates with dynamic data placeholders that auto-populate client names, company details, project information, custom field values, and dates when a document is created. The content block editor provides rich formatting with text, images, and layout options. Once configured, a single generator can produce personalized documents for any client. Generators can be triggered manually or through automations for hands-free contract delivery.

What is the proposal system in SuiteDash?

Proposals present project outlines, pricing, and terms for client review and e-signing. The content block editor builds proposals with text, images, and specialized blocks like proposal choice blocks where clients select from service options. Proposals can be created directly or through proposal generators for repeatable offerings. When a client approves and signs a proposal, automations trigger downstream workflows like invoice creation, project generation, and onboarding sequences.

Does SuiteDash support PDF document signing?

PDF signing is available through the PRIME Bundle Power-Up. Upload any PDF, drag and drop signature fields, initials fields, date fields, and printed name fields onto the document, then send it for e-signing. Multiple signers are supported for both the client and organization sides. Signed PDFs include the completed fields and an attached audit trail. PDF templates allow reuse with dynamic data placeholders for automated delivery.

How do documents and proposals connect to other SuiteDash modules?

Signed documents and approved proposals trigger automations that create projects, generate invoices, assign circles, start FLOWs, and send email sequences. Documents pull data from CRM contacts, invoices, estimates, proposals, projects, and staff records through dynamic placeholders. Signed documents appear in the client's portal and file system automatically. This means a single signature can initiate an entire client onboarding and billing workflow without manual steps.

Can documents be signed without a portal login?

SuiteDash supports signing without login for contacts who have not yet been invited to the portal. When enabled in document security settings, a direct link is generated that allows the signer to access and sign the document without creating a portal account. Link expiration is configurable by click count and number of days. This is useful for getting contracts signed before the formal onboarding process begins.

How does SuiteDash e-signing compare to standalone signature tools?

Standalone e-signature tools handle the signing process but require manual follow-up for everything that happens after. In SuiteDash, a signed document automatically triggers project creation, invoice generation, circle assignments, and onboarding FLOWs because documents are natively connected to the CRM, billing, and project management modules. The entire post-signature workflow runs without switching between applications or relying on external integrations.

Can document and proposal templates be reused?

Document generators and proposal generators are designed for reuse. Each generator defines the template content, signature requirements, and automation triggers once. When applied to a client, the placeholders auto-populate with their specific data while the structure stays consistent. Proposal templates save formatting and block layouts for common offerings. Generators can be triggered manually from the CRM, through forms, or via automation for fully hands-free delivery.

Are there limits on documents or signatures in SuiteDash?

There is no limit on the number of documents, proposals, or signatures on any plan. Documents and proposals with built-in e-signing are available on all plans. PDF signing requires the PRIME Bundle Power-Up. The proposal system with approval workflows and proposal choice blocks is available on the Thrive and Pinnacle plans. Document generators and proposal generators have no caps on how many templates you create or how often they are used.

What businesses benefit most from SuiteDash e-signing?

Any service business that sends contracts, proposals, or agreements before starting work benefits from built-in e-signing. Agencies, consultants, law firms, and professional service providers use it to close deals faster and trigger onboarding automatically. The combination of proposals, documents, and automations eliminates the gap between client said yes and work begins by connecting the signature directly to project creation and billing.

E-Signing

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.

Create unlimited Document Templates that can be used in Automations to merge data from whatever source you need, instantly generating a Dynamic Document that can be automatically sent to the appropriate parties.

Replaces…

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Complete eSignature Toolkit

Streamline your contract workflow with a complete eSignature toolkit. Build dynamic contracts with ease using the Content Block Editor, and automate Contract creation & sending with Document Generators. Say goodbye manually preparing and sending Documents for signing.

Build beautiful, dynamic contracts & agreements with our powerful Dynamic Content Block Editor

Document Generators let you “pre-create” documents with dynamic data placeholders for automation & quick creation

Easily employ “signer” placeholders that launch interactive Signature Pads customized based on your input

Download pre-made Document Templates from the Template Library, and contribute your own

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Globally Adopted Compliance

Secure and compliant process that tracks document views, IP addresses, and timestamps with a robust audit trail. SuiteDash even automates follow-up tasks and keeps you informed at every step of the signing process, and you can even collect signatures without requiring a login.

Track views, IP addresses and signature time/date via a structured audit trail in both the platform and within the PDF

Signature Pad can configured to require capture a handwritten signature or generate from the typed name

Trigger Automations & be notified via email when a Document is viewed, signed, and completed

Additional options to allow users to sign Documents without having to log in

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Automate Document Workflow

Generate documents automatically based on triggers and actions you define. Need a contract signed after a proposal or an invoice paid? SuiteDash even triggers other automations when a document is signed, and lets you collect eSignatures anywhere – in Documents, Forms, FLOWS, Checklists, and Proposals.

Automatically generate a Document using Trigger/Action Automations

Automate a Document eSigningr during onboarding, after a Proposal is signed, after an Invoice is paid, etc.

Trigger any one of the many platform Automations whe the Document is signed

eSigning is available in Documents, Forms, FLOWs, Checklists & Proposals

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Auto-populated with Dynamic Data

Dynamic Data Placeholders populate with the right information depending on the assigned Target – your clients, or your team members. Merge data from Invoices, Estimates, Proposals, or Projects for seamless integration between Toolkits.

Require only the Client to sign, or require both the Client and a Staff member from your Organization

Dynamic Data Placeholders display the appropriate data to the logged-in user & populate data based on the Target of the Automation

PCombine or “merge” data from other platform tools to bring in data from Invoices, Estimates, Proposals, or Projects

Assigned Signers will be sent a direct signing link via email and the Notification Center

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The flexibility of the software to control all aspects of communications to customer and staff has been tremendous. It allows me to create a portal branded with my agency where my clients can log into upload files and check off tasks – all without knowing that it was a 3rd party solutions.

~ Tae Y. via Capterra

E-Signing

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.

Complete eSignature Toolkit

Streamline your contract workflow with a complete eSignature toolkit. Build dynamic contracts with ease using the Content Block Editor, and automate Contract creation & sending with Document Generators. Say goodbye manually preparing and sending Documents for signing.

Globally Adopted Compliance

Secure and compliant process that tracks document views, IP addresses, and timestamps with a robust audit trail. SuiteDash even automates follow-up tasks and keeps you informed at every step of the signing process, and you can even collect signatures without requiring a login.

Automate Document Workflow

Auto-populated with Dynamic Data

Dynamic Data Placeholders populate with the right information depending on the assigned Target – your clients, or your team members. Merge data from Invoices, Estimates, Proposals, or Projects for seamless integration between Toolkits.

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.