e-Docs and Proposals

Streamline your document management and signature process with e-Docs and proposals.

Use e-Docs and proposals to streamline your document processing with powerful e-docs and proposal features. Expedite the contract and proposal process while enjoying the ability to customize your e-docs to meet the exact needs of your organization. Spend more time driving revenue and less on document administration.

Simple Document Upload

Easily import documents from the cloud or directly from your computer. Use them to create electronic proposals or contracts, attach them to emails sent from Agile CRM, access documents from your dashboard, and more.

Document Templates

Impress your customers with pre-designed document templates. Create your own customized e-Docs and proposals template(s) to match your branding. Ensure your documents have the professional look you need.

Electronic Signatures

With the ability to include an electronic signature in your document, you’ll provide a faster, more painless document signing process to your customers, no matter where they are.

Comment Tracking

A comments section lets you leave a comment for a customer when sending a contract, or a customer to leave a comment for you alongside a proposal. Enjoy easy access to a complete comment history for all your e-Docs and proposals.