Documents and Contracts
Digitally Create, Send, Sign, and Automate Your Business Agreements
Managing contracts and documents manually is time-consuming and prone to errors. CraftLink’s Documents & Contracts Automation streamlines the entire process—from creation to e-signature to storage—ensuring compliance, security, and efficiency. Whether you need to automate client agreements, employee contracts, NDAs, or proposals, our solution eliminates paperwork bottlenecks and speeds up deal closures.
Key Benefits Benefits Benefits
Key Features Features Features Features
Advanced Tools Tools Tools Tools
Document and Contract Templates
Leverage pre-designed templates or create your own to standardize document creation. These templates can be automatically filled with relevant data and sent within workflow automation.
Automatic Invoice Creation
Once a document is signed, an invoice is automatically generated, reflecting the terms agreed upon, streamlining the billing process.
Workflow Integration
Integrate documents and contracts into broader business workflows, triggering specific actions like sending out documents based on changes in opportunity status or other business events.
E-Signature Management
Assign and manage signatures from multiple parties within a document. Each participant can sign their respective sections, with the system tracking and validating these actions.
Custom Notifications
Tailor notification settings to ensure timely communication about document status, required actions, and updates, keeping all stakeholders informed and engaged.
Secure Document Storage
Store all documents securely within the platform, ensuring easy access and retrieval while maintaining data security and compliance with regulations.
CraftLink’s Documents and Contracts empowers your business to handle document workflows efficiently, enhancing communication, accuracy, and professionalism in your agreements. Experience a comprehensive solution that simplifies and automates your document and contract management processes.
