Document Generation & E-Signatures
Generate contracts, invoices, and proposals with AI. Send for e-signature and track status — all from your dashboard.
AI Document Generation
Generate Word, PDF, and Excel documents from templates with AI-filled variables. Contracts in seconds.
Visual PDF Designer
Drag-and-drop PDF template builder with typed fields. Design once, generate thousands of personalized documents.
CRM Variable Binding
Template variables auto-fill from contact data. Names, addresses, and custom fields — no copy-pasting.
E-Signature Workflow
Send documents for electronic signature via DocuSeal. Track status: pending, opened, completed, declined.
Version History
Every template revision saved. Roll back to any previous version with one click.
Secure Storage
Documents stored securely in cloud storage with signed URLs. Share with expiring links.
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