Documents and Contracts Overview

Documents & Contracts

Documents and Contracts Overview

Lead Fuel CRM includes a document builder that lets you create professional proposals, contracts, agreements, and other business documents. Send them to clients for electronic signature and track the entire process from creation to completion.

Key Capabilities

• Document Builder: A drag-and-drop editor for creating polished, branded documents without external tools.
• Template Library: Save and reuse document templates for common agreements, proposals, and contracts.
• Electronic Signatures: Collect legally binding e-signatures from clients directly within the platform.
• Merge Fields: Automatically populate documents with contact data, eliminating manual data entry.
• Tracking: Monitor when documents are sent, opened, and signed.
• Workflow Integration: Trigger document sends automatically from your automation workflows.

Accessing Documents

Common Use Cases

• Service Agreements: Send contracts outlining the scope of work, pricing, and terms for new clients.
• Proposals: Create detailed proposals with pricing options that clients can approve and sign.
• Non-Disclosure Agreements: Send NDAs for signature before sharing confidential information.
• Onboarding Documents: Collect signed agreements and information forms from new clients.
• Change Orders: Document and get approval for scope changes during a project.
• Estimates: Send itemized cost estimates that clients can accept with a signature.

Tip: Create templates for your most commonly used documents. This lets you generate and send new documents in minutes rather than building them from scratch each time.

Need more help? Contact Lead Fuel CRM support for personalized assistance.