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.
Build beautiful, dynamic contracts & agreements with our powerful Content Block Editor
Create Templates with dynamic data placeholders for quick creation and automation
View a full history/audit trail in both the platform and within the PDF
Signature pad can capture a handwritten signature or generate from the typed name
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.