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Modules

Contracts module

Templates, deal-linked agreements, and built-in e-signatures.

Create reusable HTML templates, generate contracts from CRM deals, and send signing links to clients. Track status from draft through sent to signed.

Typical workflow

1) Create a template under Contracts → Templates · 2) Start a contract from a deal or manually · 3) Send the public signing link · 4) Store the signed copy in your dashboard.

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CRM module

Contacts, deals, inquiries, and email sequences.

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Quotes, invoices, Stripe payments, and client directory.