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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.
- Feature overview
- Contracts dashboard
Sign in required
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.
- Manage templates
Sign in required
- All contracts
Sign in required
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