Run the business · Documents & e-signature
Contracts signed before the customer leaves.
Send quotes, contracts and consent forms to sign on the phone. Every document is filed on the right customer, project or staff record, and easy to find again.
Rent R-0921 · Block 2, flat 4
GPGuryo PropertiesSent on WhatsApp
Rent, October$450.00Service charge$40.00Water$12.00
Total$502.00September paidOctober dueReminder on
What gets better
Documents & e-signature
Sign on any phoneCustomers sign with a finger, from a WhatsApp link.
Filed automaticallySigned documents land on the right record.
TemplatesContracts and forms filled in with the customer's details.
Find anythingSearch every document by customer, type or date.
Signatures
From sent to signed in minutes.
Send a document on WhatsApp. The customer reads it, signs on their phone, and both sides get the signed copy.
- Signature on the phone
- Signed copy to both sides
- Time and signer recorded
9:41
GPGuryo PropertiesBusiness account
Thanks for your interest in the 3-bed flat in Hodan, $650 a month. When would you like to view it?
Saturday 10 amOther times
Saturday 10 am
Booked with Faysal. We will send the location on Saturday morning.
Files
Every document where it belongs.
Contracts on the customer, permits on the project, IDs on the staff record. Private files stay private.
- Documents on every record
- Access by role
- Search and download
Faadumo Xirsi
FXFaadumo XirsiPatient GH-4K2P · 12 visitsAllergy: penicillinFollow-up due
Intake complete · consent recordedPrefers SMS reminders
HistoryConsultation · Dr. CabdiTodayProcedure · Dr. Cabdi2 SeptConsultation · Dr. Hawa14 AugEvery view recorded
Documents & e-signature
How it works
- 1Add your templatesContracts, consent forms, agreements.
- 2Send to signFilled in automatically and sent on WhatsApp.
- 3Filed for youSigned copies stored on the right record.
Questions
Documents & e-signature
Does the customer need an account?
No. They open the link on their phone and sign.
Are signed documents stored securely?
Yes, on the record they belong to, visible only to the roles you allow.
Can I use my own contract wording?
Yes. Upload your own templates with fields filled in automatically.
Works with
Finance & accountingMoney in and out, profit, in dollarsInventory & purchasingStock, restock alerts, purchase ordersPayroll & commissionPay staff, work out commission, apply PAYEReports & dashboardsKeep track of your businessStaff, shifts & HRRotas, time clock, leave and staff recordsProjects & field serviceJobs, crews, sites, milestones