Solutions for every document workflow

Your current page lists many capabilities (email sender/SMTP, signature documents, parameter replacement, templates, etc.). This version reorganizes them by use case so teams can instantly find what matters.

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Build once. Reuse everywhere: generate → review → sign → track.

Use cases

Pick your team

Sales

Generate proposals and order forms, get signatures faster, and track progress from one place.

  • Auto-fill from Salesforce records
  • Multi-signer approvals
  • Automatic reminders and status tracking
Templates Replace parameters Signature document

Legal

Standardize contracts, control signature order, and maintain an audit-ready history of events.

  • Role-based signing flows
  • Consistent contract templates
  • Traceability for reviews
Signature document Workflows Tracking

Finance

Create invoices and agreements quickly, route for approval, and reduce manual errors.

  • Reusable invoice templates
  • Parameter replacement
  • Email delivery via sender/SMTP
Email sender Personalized SMTP Customize templates

What's included

Capabilities

Document creation & personalization

Build once and generate consistently branded documents at scale.

  • Customize templates
  • Replace parameters
  • Reusable templates for recurring flows
Docs Invoices Reports

Delivery, signature, and tracking

Send, sign, and monitor progress without chasing people.

  • Email sender
  • Personalized SMTP
  • Signature document
Reminders Status tracking Audit trail

Ready to streamline your workflow?

Start a free trial and see how quickly your team can generate, send, sign, and track documents.

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