Use Case · Sales Automation

Sales Document
Automation

Close deals faster by removing document friction from your sales process — proposals, NDAs, and contracts triggered from your CRM at every pipeline stage.

Free plan available · No credit card required · ESIGN Act compliant

80%
Faster deal cycles
CRM
Pipeline native
SOC 2
Type II certified
Mobile
Prospects sign anywhere
Key Features

Everything You Need

Built-in features that save time and close deals faster.

CRM Native

Documents Triggered at Every CRM Pipeline Stage

NDA at discovery, proposal at demo, contract at verbal close — Zignature fires the right document at every stage of your sales pipeline, automatically, from Salesforce or HubSpot.

  • Discovery → NDA — Lead enters discovery stage → NDA sent automatically.
  • Demo → proposal — Demo completed → proposal and pricing sent for review.
  • Verbal close → contract — Verbal acceptance → contract sent immediately.

Documents Triggered at Every CRM Pipeline Stage

NDA, proposal, and contract triggered at each CRM pipeline stage automatically.

Included on all plans
Deal Velocity

Remove Every Friction Point from Document Signing

Every extra step between 'yes' and signed contract is deal risk. Zignature eliminates friction — mobile signing, one-click acceptance, automatic reminders, and instant delivery.

  • Mobile signing — Prospects sign on their phones — no printing, no scanning.
  • Instant delivery — Contract in prospect's inbox within seconds of trigger.
  • Auto-reminders — Unsigned contracts chased automatically — no rep action needed.

Remove Every Friction Point from Document Signing

Mobile signing, instant delivery, and auto-reminders maximise deal velocity.

Included on all plans
Sales Templates

Sales Contract Templates for Every Deal Type

SaaS subscription agreements, professional services SOWs, master service agreements, reseller agreements, and enterprise license agreements — all pre-built and ready to send from your CRM.

  • SaaS subscription — Term, auto-renewal, SLA, and acceptable use provisions.
  • Enterprise MSA — Security, privacy, IP, and enterprise support terms.
  • Reseller/partner — Revenue share, territory, and co-selling provisions.

Sales Contract Templates for Every Deal Type

SaaS, MSA, SOW, reseller, and enterprise licence templates ready from CRM.

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Deal enters proposal stage

Opportunity moves to Proposal stage in Salesforce or HubSpot.

2

Proposal and contract sent

Branded proposal and contract dispatched to prospect automatically.

3

Prospect signs on mobile

Prospect reviews, negotiates if needed, and signs on any device.

4

CRM advances to Closed Won

Signature triggers CRM stage advance and CS handoff automatically.

Start Your Sales Document Automation Workflow

Free trial — no credit card required.

Frequently Asked Questions

Everything you need to know.

How does Zignature integrate with Salesforce for sales automation?

Zignature's Salesforce integration includes a native CRM card showing document status on opportunity records, field mapping from opportunity data to document templates, and webhook-based stage advancement when documents are signed.

Can I send proposals and contracts simultaneously or sequentially?

Both. Configure simultaneous sending (proposal and contract sent together with optional signing sequence) or sequential (prospect reviews proposal, then contract is sent separately). Choose based on your sales process.

How do I handle contract redlines from prospects?

Zignature's document revision workflow allows you to share a draft, receive comments, update terms, and resend for signature — all within the platform. Version history tracks all changes.

Can expired or declined contracts be resent easily?

Yes. Declined or expired contracts can be voided and reissued from the same template with updated terms. The history of prior versions is maintained for your records.

Does Zignature support electronic contract countersignature?

Yes. Configure sequential signing — prospect signs first, then your authorised signatory countersigns automatically or manually. Fully executed contracts are delivered to both parties.

Can Zignature trigger customer success handoff when a contract is signed?

Yes. Zignature completion webhooks trigger CRM stage advancement, CS task creation in project management tools, and onboarding pack dispatch — creating a fully automated deal-to-delivery workflow.