Sales

Get the signature before the deal cools off

The best time to close is the moment the customer says yes. SignTheDoc turns that yes into a signed contract in minutes, with the branding, tracking, and reminders your revenue team needs to keep the pipeline moving.

The challenge

What slows Sales teams down

Contracts lose momentum sitting in an inbox for days

Reps have no visibility into whether a deal was even opened

Manual paperwork pulls sellers away from selling

How SignTheDoc helps

A better way to sign

Send the second the call ends

Fire off a branded quote or order form from a template while the conversation is still warm.

See every open and view

Real-time tracking tells reps exactly when to follow up — no more guessing.

Let reminders do the chasing

Automatic nudges keep deals moving so your team can focus on the next opportunity.

34%
faster close rate
2 min
to send a contract
+18%
win rate on tracked deals
How it works

From upload to signed

  1. 1Build the quote from a branded template
  2. 2Send to the buyer with one click
  3. 3Watch it get opened, viewed, and signed
  4. 4Push the signed deal straight into your CRM

Common Sales documents

Sales quotes & order forms
Master service agreements
Renewals & upsells
Partner & reseller contracts
Getting it right

What Sales teams need to watch

Signature authority

Map who can bind the company at which contract values, and reflect it in template permissions. Most organisations find the practical answer has drifted from the documented one.

Locked commercial terms

Lock legally reviewed clause text so it cannot be edited at send time. The most common source of contractual surprise is a well-meaning rep adjusting a liability cap because it seemed reasonable on a call.

Approval thresholds

Conditional routing adds a second approver only when contract value crosses a threshold, and the audit trail records why a step was skipped rather than leaving it ambiguous.

How to start well

What the sales teams with the best results did first.

Template your three highest-volume agreement types first
Turn on reminders — it is the single largest lever on close rate
Push completed contracts straight into the CRM opportunity record
Watch the gap between opened and completed, which reveals document problems

Connects with your stack

The tools sales teams most often connect. Anything else works via the API or Zapier.

SalesforceHubSpotPipedriveSlackZapierMicrosoft 365
★★★★★
"Deals that used to drag on for a week now close the same afternoon. It changed how we sell."
DO
David Okafor
Ops Lead, Northwind
Common questions

Sales, specifically

Yes — a live timeline shows delivered, opened, per-page views with duration, and each field completed. Reps use view duration on the pricing page as a follow-up signal.

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