Docs

Digital forms and e-signing — build interactive forms or send PDFs for signature, then track what's still waiting.

Docs is for teams that send the same contracts, proposals, or forms again and again and need people to sign them electronically. Upload the PDF once, mark where the signatures and details go, and save it as a template. Every send after that starts from the template - you fill in that customer's details inside the app, so the original file is never touched. The person signing gets a link and completes it on their own phone or computer - no account needed. You see every document in one list, from draft through to signed, so "did they sign yet?" is a glance, not an email chase. Works well for proposals, service agreements, job sheets, and anything else you send regularly.