A contract takes days to come back: print, sign, scan, email.
The contract is generated from the deal data in your CRM and sent to the client by link. They sign from a phone, with no printing or scanning.
Contracts signed in minutes, not days
We connect e-signature (DocuSign, Adobe Sign, Vchasno for Ukrainian counterparties) to your CRM. A manager clicks one button on the deal, the client signs from a phone, and the signed file returns to the deal automatically.
Quote and schedule after your brief
Who it's for
- Teams that send contracts, SOWs or amendments every week and chase scans and replies
- Service businesses with long deal cycles: agencies, construction, logistics, education, real estate
- Companies selling across borders where couriers and paper originals are not an option
- Sales teams whose deals stall at the signing stage
Problems we solve
Managers copy company details into Word by hand and make mistakes.
We build templates with merge fields. Company name, tax ID, amount and date come from the CRM record. Nobody retypes the same data, so transfer errors drop.
Nobody can see whether a contract is sent, opened or signed.
Signing statuses flow back into the CRM. The deal moves to the right stage on its own, and the manager gets an alert when the client signs or goes quiet.
Signed files are scattered across inboxes and chats.
The signed document and its audit trail (the record of who signed, when) are stored on the deal. Accounts and archive belong to you.
What's included
- Process audit: who signs what today, and where it stalls
- Tool choice for your case: DocuSign or Adobe Sign for international clients, Vchasno for Ukrainian counterparties
- Setup of the signing account, roles and branding
- Contract and document templates with fields filled from the CRM
- CRM integration through the API (the programmatic link between systems): a Send for signature button on the deal
- Automatic statuses: sent, viewed, signed, declined
- Signed file and audit trail returned to the deal
- Reminders for clients who have not signed after a set time
- Multi-signer routing when a second party or internal approval is required
- Test run on real contracts and a short guide for your team
Choose the scope
Use a package to describe what you need. We agree on the quote and schedule after reviewing your brief and requirements.
01
Start
A small sales team with one or two contract types
- Setup of DocuSign or another signing tool
- Up to 3 document templates with merge fields
- Send-for-signature button in the CRM
- Signed file returned to the deal
- Short guide for managers
02
Workflow
Companies where a contract passes through several steps and people
- Up to 8 templates with conditional blocks that change by deal type
- Multiple signers and signing order
- Automatic deal stage changes and notifications
- Reminders for unsigned documents
- Test run on live deals
03
Full automation
Businesses that want to go from website lead to signed contract without a manager touching it
- Everything in Workflow
- Website form creates the deal and prepares the contract automatically
- Connection to accounting or invoicing if it has an API
- AI check of filled fields before sending
- Report on contracts sent, signed and overdue
How we work
Map your process
We review your contracts, signers and the points where deals stall. We decide which tool fits: DocuSign, Adobe Sign, Vchasno or a mix.
Agree scope and price
We fix the list of templates, integrations and the one metric we will measure. Payment is in stages.
Build and connect
We create templates, link the signing tool to your CRM and set statuses and alerts. Every account is registered in your name.
Pilot on real contracts
We run it on a few live deals and measure one KPI, for example time from contract creation to signature. We fix what did not work.
Hand over and train
We show your team the workflow and hand over access, templates and short documentation.
Scope and limits
- We do not promise every client will sign fast. We remove technical delays, not a client's hesitation.
- We do not give legal advice. Which signature type your contract needs (simple, advanced or qualified under eIDAS, the EU rules, or ESIGN and UETA in the US) is a question for your lawyer.
- The signing tool subscription and per-envelope fees are not included in our price. They follow the vendor's plans, and the account is yours.
FAQ
Which e-signature tool should we choose?
DocuSign and Adobe Sign are the common picks for international deals and have mature APIs. If you also sign with Ukrainian companies, Vchasno handles local requirements such as qualified signatures. We compare them against your volume and counterparties before you pay for anything.
Are e-signatures legally binding?
In most EU, UK, US, Canadian and Australian cases, yes, under laws such as eIDAS, the ESIGN Act and their local equivalents. Some documents, such as certain real estate or family-law papers, still need other formats. Check your contract type with a lawyer, and we will configure the signature level they specify.
Which CRMs do you work with?
Any CRM with an API or webhooks (automatic notifications between systems): HubSpot, Pipedrive, Salesforce, Zoho, Bitrix24, or a custom system. Where there is no API, we will say so and suggest a workaround or a switch, with the trade-offs.
What does the signing tool itself cost?
We prepare a quote after reviewing your brief. We list support and any third-party costs separately: subscriptions, APIs, hosting or media spend where the project needs them. Provider rates are checked before work starts.
Does the client need to install or register anything?
For a standard e-signature, usually not: they open a link and sign on a phone or laptop. Qualified signatures can require extra identity checks or a key, depending on the provider. We cover this in a short guide you can send to clients.
What do you need from us to start?
Sample contracts, admin access to your CRM, the list of signers and one person who approves the templates. We create the signing account under your company. You can start by describing the task in our We clarify requirements and prepare a quote after your brief.
Start with your task
Describe your business, the outcome you need and your current workflow. We will clarify the requirements and prepare a quote after your brief.