Give clients a clear place to review and sign proposals, service agreements, and terms from a supported device. The signed record can remain connected to the CRM contact for retrieval and follow-up.
Digital signatures with an audit trail and event details for the team to review.
Deploy service agreements, NDAs, and scope-of-work documents instantly from a customizable template library.
Signed agreements auto-link to the CRM contact and can trigger invoice generation immediately.
Stop drafting every contract from a blank document. Meet SIGNEXA provides a library of industry-specific templates - service agreements, print job work orders, installation terms - that you can pre-populate with CRM data and send to the client for signature in under 60 seconds.
Every signed agreement is stored in a secure, encrypted vault against the client's CRM profile. Access any contract in seconds during a dispute or audit. View the full signing history - when it was opened, forwarded, reviewed, and signed - for complete legal defensibility.
Everything you need to know about Digital Agreements & E-Signature Contracts.
Explore the connected workflow, compare plans, and decide whether Meet SIGNEXA fits your shop. No credit card required.
Follow the connected workflow into the parts of Meet Signexa that support this capability.