Create the quote, send it, get it signed digitally: everything in the Cockpit, everything documented on the deal.
Get startedQuotes, invoices and contracts with line items, totals and your branding — pre-filled straight from the deal data.
Recipients sign via a secure link in the browser — no printing, scanning or third-party tool.
The AI drafts paragraphs and reviews contract drafts — you stay in control of every change.
Sending, viewing and signing are logged — you see on the deal exactly where every document stands.
The signature is captured with a timestamp and activity log (simple electronic signature). That is sufficient for most B2B contracts; where the law requires a qualified signature, special rules apply.
Yes — colors and sender details can be adjusted per workspace and per document.
Contact and deal data are taken over automatically; you add line items in the editor.
Yes — flows can generate and send documents, for example a quote after the first call.