Documents & Contracts
Manage All Your Documents, Contracts, & Agreements
View all your documents and contracts within MarketOmation.
What is a Document & Contract Management System?
A Document & Contract Management System is a software solution designed to organize, store, and manage important documents and contracts digitally. It streamlines the entire lifecycle, from creation to execution, ensuring easy access, compliance, and security.
Here's How It Works...
Proposals & Estimates: Streamlined Business Communication
Easily create detailed proposals and estimates with our versatile document builder. Incorporate text, images, tables, and digital signatures to craft professional outlines of services or cost agreements, tailored to client needs. Simplify interactions and secure contracts by offering comprehensive solutions or quick estimates.
Automatic Invoice Creation After Document/Contract Signing
Automatically generate invoices once a document or contract is signed, reflecting all line items, taxes, and discounts from the agreement. Businesses can review and edit the invoice before sending it for payment, ensuring a seamless transition from contract to billing.
Support for Multiple Recipients in Documents & Contracts
Send documents to multiple recipients and assign signature fields to each one, including the sender. Each signer receives a unique link to sign their portion, while non-signers are CC’d for visibility. A signed PDF with a detailed signature certificate is generated once all participants complete their signatures, ensuring a seamless and secure approval process.
Effortless Document & Contract Management within Contacts
Access and manage all documents and contracts associated with a contact, regardless of their recipient role. View sent and completed documents, download PDFs, or copy links directly from the document management section for streamlined organization and quick access.
Automated Workflows with Documents & Contracts Triggers
Leverage Documents & Contracts triggers to automate workflows based on document status changes. Automate tasks like updating tags, sending invoices, or logging records after a document is sent, viewed, signed, or completed. Customize workflows using conditions like document status, template name, or recipient type for seamless business operations and follow-ups.
Using Documents & Contracts on the Mobile App
Easily create and send documents on the go using predefined templates from the mobile app. Simply select a template, add contacts, review details, and send the document via email or a unique link. Note: Templates must first be saved on the web platform before use in the app.
Internal Documents
Store documents for your contacts within the CRM on the Contact details page. These documents can be accessed by users who have access to view the contact.
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