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