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Overview
Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals.
Experience modern contract management with AI-powered insights, metadata extraction, and automated reminders. Start instantly—no consultations, or IT projects required. Finalize contracts using world-leading e-signature services and securely share them externally through the built-in VDR.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
1.2K
5
4
3
2
1
799
349
77
17
18
- Value for money
- Ease of use
- Features
- Customer support
4.8
25
5
4
3
2
1
21
2
2
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Rebecca R.
Production manager
Erick B.
Director of Design and Research
Emily Y.
Bookkeeper
Pros
Krystal M.
IT Purchasing Analyst
Minna L.
Executive manager
Simmone D.
Business Development Specialist
Cons
GRANT T.
President
Rebecca R.
Production manager
Pat W.
Sales administrator
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features141
- AI Copilot
- AI Redlining
- AI Summarization
- API
- Access Controls/Permissions
- Accounting Integration
- Action Item Tracking
- Activity Dashboard
- Activity Tracking
- Agenda
- Agenda Management
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Attendance Management
- Attendee Management
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Backup
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- Buy Side (Suppliers)
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Catalog Management
- Categorization/Grouping
- Chat/Messaging
- Collaboration Tools
- Commenting/Notes
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Corporate Structure Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- Deadline Management
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- E-Signatures
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Entity Data Management
- Event Scheduling
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- File Upload by Email
- For AEC Industry
- For Legal Professionals
- For Nonprofits
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Contracts
- Guided Selling
- HIPAA Compliant
- HR Management
- Indexing
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Meeting Management
- Meeting Notes
- Meeting Preparation Tools
- Member Directory
- Minutes
- Minutes Management
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Factor Authentication
- Multi-Party Signing
- Onboarding
- Online Invoicing
- Opportunity Management
- Optical Character Recognition
- Ownership Tracking
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Q&A Management
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Portal
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Subsidiary Governance
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Training Management
- Two-Factor Authentication
- User Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features83
- AI Copilot
- AI Redlining
- AI Summarization
- API
- Access Controls/Permissions
- Accounting Integration
- Action Item Tracking
- Activity Dashboard
- Activity Tracking
- Agenda
- Agenda Management
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Attendance Management
- Attendee Management
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Backup
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- Buy Side (Suppliers)
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Catalog Management
- Categorization/Grouping
- Chat/Messaging
- Collaboration Tools
- Commenting/Notes
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Corporate Structure Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- Deadline Management
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- E-Signatures
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Entity Data Management
- Event Scheduling
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- File Upload by Email
- For AEC Industry
- For Legal Professionals
- For Nonprofits
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Contracts
- Guided Selling
- HIPAA Compliant
- HR Management
- Indexing
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Meeting Management
- Meeting Notes
- Meeting Preparation Tools
- Member Directory
- Minutes
- Minutes Management
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Factor Authentication
- Multi-Party Signing
- Onboarding
- Online Invoicing
- Opportunity Management
- Optical Character Recognition
- Ownership Tracking
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Q&A Management
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Portal
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Subsidiary Governance
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Training Management
- Two-Factor Authentication
- User Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations46
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Docusign
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- Sage CRM
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zendesk AI
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
- Total integrations2
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Docusign
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- Sage CRM
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zendesk AI
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM





