Contracts & e-signatures
Proposals and contracts signed online
In Clientee CRM you build a proposal or contract from a template, and the name, address and line items fill in from the contact. The customer opens the document on their phone, signs with a finger or a mouse, and you get a notification. You can add a payment to the proposal. It's a simple electronic signature, which covers everyday business documents.
(01) Paperwork
What holds up a signed contract
- 01
Print, sign, scan
You print the contract, the customer signs it, scans it and sends it back. Or it rides around in their car for a week.
- 02
Filling in templates by hand
You paste the name, address and line items into a Word template. One mistyped amount and you're sending a correction.
- 03
Nobody knows where the document is
The customer says they sent the signed contract back. You can't find it in your inbox or the shared folder.
Get contracts signed on the day of the meeting
Book a free call(02) In documents
What documents in the CRM can do
- 01/06
Proposal and contract templates
Save your service agreement, order form or terms of engagement once. Next time, the customer's details fill in on their own.
- 02/06
Signing on a phone
The customer needs no app and no account. They open the link from an email or text and sign in the browser.
- 03/06
Signing record
Each document stores when it was sent and when it was signed. If there's a dispute, you don't have to dig through emails.
- 04/06
Line items and payment in the proposal
A proposal can include a table of line items. The customer approves it and pays the deposit by card in the same step.
- 05/06
What happens next
Move the signed deal forward in the pipeline, and an automation tells the customer what comes next and gives a colleague a task.
- 06/06
Documents on the contact
Signed contracts sit on the customer record next to messages and payments. A colleague who takes over the job has them at hand.
How we think about it
A contract signed on the day of the meeting beats one waiting for the printer.
(03) Setup
From your templates to the first signature
- 01
We convert your documents
We turn your contracts and proposals into templates and mark the spots where the customer's details go.
- 02
We set up sending
We agree who sends documents, when notifications go out and what happens after signing.
- 03
We test on a dummy contact
The document goes all the way from sending to signature before your first real customer receives one.
(04) FAQ
Questions about e-signatures
01Is this kind of signature legally valid?
For everyday business contracts and orders, and for consent and handover forms, usually yes. It's a simple electronic signature (SES), not a qualified signature under the EU eIDAS regulation. For documents where the law requires a notarized or qualified signature, use a different process. If you're not sure, ask your lawyer.
02Does the customer need an account or an app?
No. They get a link by email or text and sign the document in a browser, on a phone or a computer.
03Can I use my own contracts?
Yes. We turn your wording into templates. The legal content stays with you and your lawyer. We make sure the details fill in correctly.
04Where are signed documents stored?
On the contact in Clientee CRM, which runs on the HighLevel platform with servers in the US. Transfers are covered by the EU-US Data Privacy Framework and Standard Contractual Clauses. You can also download a copy to your own archive.
05Can it be linked to a payment?
Yes. A proposal with line items can include a card payment through Stripe, so the customer signs and pays the deposit in one go.
(06) Contact
Get contracts signed on the day of the meeting
Send us one of your contracts and we'll show you how it would look as a template ready for online signature.