Files & documents
Documents in your design, signed and filed
Turn forms and invoices into PDFs in your layout, and get agreements signed from a link.
1. About you
PDFs
PDFs that look like your paper forms
From a one-page form to a full-color report, each PDF follows your layout, with your logo, headers and page numbers.
1. About you
2. Your business
Certificates
Certificates in bulk, from one template
Upload your Word template and the list of names, and get a certificate for each participant, ready to email or print.
E-signatures
Agreements signed from a link
Email an agreement and your client signs on screen. The signed PDF is saved, with a copy for everyone who needs one.
Client’s signature
Storage
Your files, organized by app
Every file your systems collect or create is kept in your portal.
- Public files, like logos and price lists, shared by link
- Private files for your team and your apps
FAQ
Questions about documents
Can I use my own templates?
Yes. Bring a Word or Google Docs template, and your system fills it in and saves it as a PDF.
Does my client need an account to sign?
No. They open the link and sign on screen, on a phone or a computer.
Which plans include PDFs and e-signatures?
Every plan, including the Free trial, comes with PDFs, e-signatures and file storage.