Document Creation:

• Easy-to-use drag-and-drop editor.
• Wide range of customizable templates.
• Integration with CRM systems like Salesforce and HubSpot.

Collaboration and Workflow:

• Real-time collaboration and commenting.
• Workflow automation with approval processes.
• Tracking and analytics to monitor document status.

E-Signatures:

• Legally binding e-signatures.
• Secure and compliant with major e-signature laws.
• Multi-party signing capabilities.

Payment Processing:

• Integration with payment platforms like Stripe and PayPal.

Pricing:

• Higher cost compared to some other e-signature and document management tools.
• Some advanced features only available in higher-tier plans.

Customization Constraints:

• Limited customization options for complex document layouts.
• Dependence on internet connection for full functionality.

Collaboration between clients and salespeople:

• Real-time collaboration exists but lacks real-time chatroom features to assetize conversations on one platform.

Free Plan:

• e-signature functionality.
• Limited to one user.

Essentials Plan:

• $19 per user per month.
• Document creation, templates, and e-signatures.

Business Plan:

• $49 per user per month.
• Advanced analytics, integrations, and workflow automation.

Enterprise Plan:

• Custom pricing.
• Offers API access, custom user roles, and enterprise-level support and security.

Document Automation and E-Signatures

Sales and Proposals

Sales teams

Real estate agencies

HR departments