Sales Teams
CRM Integrated

Every Proposal, Contract & Order Form — Signed Digitally.

Close deals faster — send proposals in seconds, track opens in real-time, get signatures before competitors even send their first draft. Built for sales teams that move fast and close faster.

Instant Proposals — send branded proposals with pricing tables directly from your CRM
Real-Time Deal Tracking — know the second a prospect opens, reads, and signs your contract
CRM Auto-Sync — every signed document flows back to Salesforce, HubSpot, or Pipedrive automatically
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*CRM integration, advanced analytics & custom branding included with Enterprise plan at $99/mo.

Zignature
Proposals
SOC 2
Send
Apex Cloud Solutions
400 Market Street, Suite 2200, San Francisco, CA 94105
Proposal #: ACS-PROP-2026-0847
February 22, 2026
Enterprise Software Proposal
1. Executive Summary

Apex Cloud Solutions proposes a comprehensive cloud infrastructure platform to modernize Meridian Healthcare Group's technology stack. This solution delivers enterprise-grade security, 99.99% uptime SLA, and seamless integration with existing EHR systems.

2. Solution Overview

The platform includes multi-cloud orchestration, automated compliance monitoring, real-time analytics dashboards, and dedicated customer success management. All services are backed by our SOC 2 Type II certified infrastructure.

Deal Information
Client
Meridian Healthcare Group
Annual Contract Value
$248,000
Contract Term
36 Months
Payment Terms
Net 30 — Quarterly Billing
Deal Summary
Close Date
03/15/2026
Deal Stage
Negotiation
Win Probability
85%
Pricing Schedule
Line Item Description Amount
Platform License 250 seats, annual $180,000/yr
Premium Support 24/7, dedicated CSM $36,000/yr
Implementation One-time setup $24,000
Training Package One-time, 40 hours $8,000
Total (Year 1) $248,000
Authorized Signatures
Account Executive
James Rodriguez, VP of Sales
Client Authorized Signer
Awaiting signature...
Apex Cloud Solutions · Confidential Commercial Proposal · Subject to MSA Page 1 of 8
SOC 2 Certified
Encrypted · Audit Logged
Deal Progress Complete · CRM Synced
CRM Auto-Fill
Salesforce
Syncing from Salesforce
Pulling deal data into proposal...
Connecting...
Apex Cloud Solutions
400 Market Street, Suite 2200, San Francisco, CA 94105
Proposal #: ACS-PROP-2026-0847
February 22, 2026
Enterprise Software Proposal
1. Executive Summary

Apex Cloud Solutions proposes a comprehensive cloud infrastructure platform to modernize Meridian Healthcare Group's technology stack. This solution delivers enterprise-grade security, 99.99% uptime SLA, and seamless integration with existing EHR systems.

2. Solution Overview

The platform includes multi-cloud orchestration, automated compliance monitoring, real-time analytics dashboards, and dedicated customer success management. All services are backed by our SOC 2 Type II certified infrastructure.

Deal Information
Client
Meridian Healthcare Group
SF
Annual Contract Value
$248,000
SF
Contract Term
36 Months
SF
Payment Terms
Net 30 — Quarterly
SF
Deal Summary
Close Date
03/15/2026
Deal Stage
Negotiation
Win Probability
85%
Pricing Schedule
Line Item Description Amount
Platform License 250 seats, annual $180,000/yr
Premium Support 24/7, dedicated CSM $36,000/yr
Implementation One-time setup $24,000
Training Package One-time, 40 hours $8,000
Total (Year 1) $248,000
Authorized Signatures
Account Executive
Awaiting signature...
James Rodriguez, VP of Sales
Client Authorized Signer
Awaiting signature...
Marcus Davis, CFO
Apex Cloud Solutions · Confidential Commercial Proposal · Subject to MSA Page 1 of 8
Smart Follow-Up Activated
Automated sequence triggered
Active
Proposal Sent
Just now
Follow-Up Email
Scheduled in 24 hours
Reminder Nudge
If no response in 48h
Personal Call
If no response in 72h
Live Deal Feed
Real-time prospect activity
Marcus
Marcus Davis opened proposal
San Francisco, CA · 12s ago
100%
Marcus
Viewing Pricing Table
Page 3 · 2m 14s dwell time
High Intent
Scott
Scott Chen forwarded to CFO
cfo@meridian.com
Decision Maker
Sarah
Sarah Kim (CFO) opened link
New York, NY · Just now
Reading Now
Engagement Score 94
Very likely to sign today
Legal
Procurement
Executive
Deal Won!
Deal Desk

Close Deals Before Competitors Respond

Speed-to-close is the #1 predictor of win rate. Sales reps lose deals every day because contracts sit in email for days while procurement, legal, and finance take turns reviewing. By the time the contract comes back signed, the prospect has gone cold — or worse, signed with a competitor.

Zignature lets you send, track, and close from your CRM without ever leaving your deal view. Auto-populate proposals from Salesforce or HubSpot deal data, send with one click, and watch in real-time as stakeholders open, review, and sign. Your deal velocity will never be bottlenecked by paperwork again.

One-click proposals from CRM — auto-populate deal data from Salesforce/HubSpot into branded proposal templates with dynamic pricing tables
Real-time engagement analytics — see exactly when prospects open documents, which pages they read, how long they spend on pricing, and when they forward to stakeholders
Automated follow-up sequences — trigger email reminders when documents go unsigned, with smart timing based on prospect engagement patterns
Multi-stakeholder routing — automatically route contracts through procurement, legal, and executive approvers with parallel or sequential signing workflows

Did you know? Sales teams that send contracts within 1 hour of verbal agreement close 40% faster. Deals with contracts unsigned after 5 days have a 50% lower win rate.

Pipeline Alert
Deal at Risk
Negotiation Stage · Day 6
Apex Dynamics
$340,000
Enterprise Platform · 36-month term
Contact: James Morrison, VP Engineering
!
Stalled in Legal Review
No activity for 6 days — competitor detected
⏱ Contract expires in 48:00:00
Proposal opened — viewed 3 pages 2 min ago
Legal team added — forwarded to counsel 1 hr ago
Competitor proposal — DocuSign link detected 3 hrs ago
Signature Event
Contract Signed
Apex Dynamics · $340,000
Enterprise Software Agreement
Authorized Signature
✓ SIGNED
✓ Fully Executed 🔒 Tamper-Sealed
12
Sent
6
Review
8
Negotiate
142
Won
→ Moving to Closed Won
Revenue Impact
Numbers Updated
$4.8M
Closed Revenue This Quarter
143
Deals Won
+1 today
3.2d
Avg Close Time
-2.1 days
68%
Win Rate
+12% vs last Q
💰
+$340,000 recognized
Apex Dynamics added to revenue
📈
CRM auto-updated
Salesforce deal stage → Closed Won
Achievement
Quota Exceeded
0%
of quota
🏆
DEAL WON — $340K
Apex Dynamics · Enterprise Platform
Sarah Chen
Sarah Chen
Sr. Account Executive
🌟 Top Closer
Revenue Operations

Turn Your Pipeline Into Predictable Revenue

Unsigned contracts are the #1 source of pipeline leakage. Sales leaders can't forecast accurately when deals stall at the signature stage — a deal that's "verbal yes" but unsigned is still a risk on every forecast call.

Zignature gives RevOps complete visibility into document status across every deal in your pipeline. See which proposals are sent, viewed, stalled, or signed — and automatically move deals through pipeline stages based on document events. Your forecast will finally match reality.

Pipeline-to-signature dashboard — see every deal's document status in one view, from proposal sent to fully executed, with bottleneck identification
Automated deal stage updates — move opportunities through pipeline stages automatically when documents are sent, opened, signed, or countersigned
Revenue recognition triggers — automatically notify finance when contracts are fully executed, enabling faster revenue recognition and accurate forecasting
Quota attainment tracking — real-time rep-level analytics showing proposals sent, contracts signed, and revenue booked against quota targets

Did you know? 27% of forecasted pipeline value leaks due to unsigned contracts. Sales teams using automated document tracking see 34% improvement in forecast accuracy and 22% faster month-end close.

Smart Templates
The Digital Blueprint
Order Form
Product Order
MSA
Master Agreement
Proposal
Enterprise Proposal
Company
SF Synced
{{Company}}
Global Tech Inc.
Deal Value
SF Synced
{{Deal_Value}}
$125,000
Contact
SF Synced
{{Contact}}
Sarah Mitchell
Close Date
SF Synced
{{Close_Date}}
Mar 15, 2026
Approval Workflows
The Logic Check
Enterprise License Agreement
Standard SLA with 99.9% uptime commitment, dedicated support tier, and custom deployment schedule.
Discount Applied
10%
Deal Terms
Discount 10%
Lisa Chen
Lisa Chen
Finance Director
Pending
Compliance Guardrails
The Invisible Shield
Section 7 — Liability & Indemnification
Provider shall maintain comprehensive general liability insurance with minimum coverage of $5,000,000 per occurrence throughout the term of this agreement.
Protected — Clause Integrity Enforced
Version-controlled clause locked for sales reps
Analytics & Optimization
The Performance Engine
Enterprise MSA v3.2
142 sent · 126 signed · 1.8d avg
89%
close rate
SaaS Order Form
98 sent · 73 signed · 2.4d avg
74%
close rate
Custom SOW (Legacy)
67 sent · 27 signed · 8.1d avg
22%
close rate
Recommended: Enterprise MSA v3.2
Jan +34% close rate improvement Feb
Sales Enablement

Equip Your Team With Winning Tools

Your sales org needs template libraries, approval workflows, content management, compliance guardrails, and brand consistency across every customer-facing document. Without centralized control, reps send outdated pricing, unapproved terms, and inconsistent proposals.

Zignature's sales enablement layer gives deal desk and sales ops complete control over what goes out the door. Pre-approved templates with smart merge fields, automatic routing for non-standard terms, and analytics that show which proposal formats actually close deals. Your team stays compliant while moving fast.

Template library with smart fields — pre-approved proposal, contract, and order form templates with merge fields that auto-populate from CRM data
Approval workflows for non-standard deals — automatic routing to legal/finance when deal terms exceed thresholds (discount limits, payment terms, liability caps)
Content analytics and optimization — track which templates, pricing structures, and proposal formats have the highest close rates across your team
Compliance guardrails — prevent reps from sending unapproved terms, ensure correct legal language, and maintain version control across all customer-facing documents

Did you know? Sales teams with centralized template management see 23% higher close rates and 40% reduction in deal desk review time. Reps using pre-approved templates close deals 2.5x faster than those creating proposals from scratch.

Use Cases

Sales Team Use Cases

Zignature serves the full spectrum of sales operations with document workflows tailored to every deal type, team structure, and go-to-market motion.

Enterprise Sales

Complex multi-stakeholder proposals, MSAs, SOWs, change orders, and enterprise license agreements with parallel signing and procurement routing.

SMB & Mid-Market

Quick-turn proposals, subscription agreements, renewals, and self-serve order forms with one-click signing and instant CRM sync.

Channel & Partnerships

Partner agreements, reseller contracts, referral terms, co-selling arrangements, and channel incentive plans with multi-party execution.

Sales Development

NDAs, pilot agreements, POC terms, evaluation licenses, and trial extensions with automated follow-up and engagement tracking.

Account Management

Renewals, upsell proposals, expansion orders, amendments, and contract modifications with automated renewal reminders and pricing updates.

Revenue Operations

Commission plans, quota letters, territory assignments, compensation agreements, and sales performance documentation with version control.

Zignature serves AEs, SDRs, sales leaders, RevOps, deal desk, and sales enablement teams — any sales professional who needs to send, track, and close documents faster than the competition.

Our platform integrates natively with Salesforce, HubSpot, Pipedrive, Outreach, Gong, and Clari — ensuring seamless document workflows across your entire revenue technology stack.

Built for Sales Teams

The Platform That
Top Performers Trust

The best sales teams don't lose deals to paperwork. Zignature is the last mile of the sales process — the difference between a verbal yes and revenue on the books.

Whether you're an enterprise AE closing $500K deals, an SDR sending NDAs, or a VP of Sales tracking team performance — Zignature adapts to your workflow with templates, automation, and analytics built specifically for revenue teams.

99.9%
Uptime SLA
256
Bit Encryption
SOC 2
Type II Certified

Enterprise-Grade Security

AES-256-GCM encryption, RBAC, SSO with Okta, Azure AD, and Google Workspace. IP allowlisting and data residency options for regulated industries.

Real-Time Engagement Analytics

See opens, page views, time spent per section, and forwarding activity in real-time. Know exactly when to follow up and who the real decision-makers are.

CRM Integration

Native Salesforce, HubSpot, Pipedrive, and Zoho CRM integrations with bi-directional sync. Deal data flows in, signed documents flow back automatically.

Mobile-First Signing

Prospects sign from any device, anywhere, with SMS and email delivery. Responsive signing experience optimized for phones and tablets.

Automated Workflows

Trigger follow-ups, stage updates, and notifications based on document events. Set it and forget it — Zignature handles the operational details.

Brand Customization

White-label proposals with your logo, colors, and domain for a seamless buyer experience. Every touchpoint reinforces your brand.

Zignature
Sales Hub Dashboard
Live
Export
Pipeline
$6.2M
+18% MoM
Proposals
142
This quarter
Close Rate
68%
+8% vs Q3
Avg Sign
3.2d
-2.1 days
Top Deals Live
Meridian Healthcare — $248K
CFO reviewing pricing
85%
Cascade Financial — $180K
Legal approved
92%
Summit Logistics — $124K
Awaiting procurement
70%
Pacific Retail Group — $92K
Signed 2 min ago ✓
Won
Rep Performance
JR
J. Rodriguez
142%
SC
S. Chen
118%
MP
M. Patel
95%
AK
A. Kim
87%
New Proposal
Send Contract
Order Form
CRM Synced
SOC 2
256-bit
Salesforce · HubSpot · Pipedrive · Zoho

Ready to Close Deals Faster?

Join thousands of sales teams using Zignature to send proposals, track engagement, and close deals — all from your CRM.

Get Started - FREE View Pricing