Signed orders and onboarded customers, before the work starts.
Customers enter their details and order lines, accept your terms and sign the document generated from their answers. Your sales director signs after them.
What sales teams run on Documentas
Customer onboarding data
Personal invitations to each new customer contact, with the framework agreement signed by them and then by your sales director.
Documents from answersService agreements
Upload the agreement and send it to the customer’s signatories.
Send for signatureOrder forms and quote acceptance
A signed order with the accepted terms and every order line, before delivery starts.
Read moreClient intake and engagement letters
A complete client brief and a signed engagement letter, in one visit.
Read moreSound familiar?
| The problem | With Documentas |
|---|---|
| “The customer said yes by email, and now we disagree about the order.” | A signed order confirmation with every line and the accepted terms of sale. |
| “We collect data in one tool and send contracts in another.” | One form collects the data, generates the contract and gets it signed. |
| “We retype form answers into Word templates.” | Answers fill your template automatically, tables included. |
| “Someone always forgets to sign.” | A status for every signer, a one-click resend, and a signing link you can copy. |
What makes it work
Documents from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreTemplates
Use the PDF contract you already have, or have the AI assistant build a template from a description.
Read moreForms and data collection
Build forms with tables, required fields and terms to accept. Share by link or invitation and see every answer.
Read moreSend for signature
Upload any PDF, add the signers and send. Track every signer and download the signed file.
Read moreQuestions people ask
Keep reading
Order forms and quote acceptance
A signed order with the accepted terms and every order line, before delivery starts.
Read moreClient intake and engagement letters
A complete client brief and a signed engagement letter, in one visit.
Read moreDocuments from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreSee it with your own documents.
Book a 15-minute walkthrough and we’ll set up your first form or signing flow with you.
A 15-minute video call. Bring the form or contract you use today.