Illustration of a business professional managing contracts with a large digital document and signature pen, representing contract lifecycle management, document automation, and electronic signatures.

Simplify Contract Management and Document Automation

Create, send, and securely sign contracts and business documents directly in your CRM with integrated contract lifecycle management tools.

Illustration of a business professional managing contracts with a large digital document and signature pen, representing contract lifecycle management, document automation, and electronic signatures.

The Documents & Contracts tool gives businesses a simple way to manage every stage of their paperwork. With built-in contract management software, you can streamline the full process - from document creation and automation to secure digital signatures. By connecting seamlessly with your client database, the platform supports all your contracts, agreements, and important documents in one place, helping you save time, reduce errors, and boost overall efficiency.

Screenshot of a contract management software editor showing options to add text, images, tables, product lists, and fillable fields like signature, initials, and checkboxes for document automation and electronic signatures.

Document Creation & Automation Made Easy

Design professional, branded documents that align with your business needs. Our document management tools streamline the creation process, helping you save time while ensuring every contract and proposal looks consistent and polished.

Customizable Document Templates

Easily build reusable templates or upload your own PDF designs with logos, brand colors, and company details. Document automation ensures every file reflects your brand identity without repetitive work.

Rich Text Editor

Use a flexible editor to format text, add sections, and customize layouts. Create visually engaging proposals, contracts, or agreements that look professional and are ready for electronic signature.

E-Signature & Contract Lifecycle Management

Simplify every step of the signing process with secure, legally binding electronic signatures. Integrated contract management tools make it easy to handle agreements from initiation to completion.

Built-In E-Signature Support

Enable clients to sign documents with a secure digital signature, reducing delays and creating a seamless, convenient experience.

Multi-Party Signatures

Easily collect approvals from multiple parties. Our contract management software ensures all required stakeholders can sign off quickly and accurately.

Signature Status Tracking

Monitor the progress of each agreement in real time. With clear visibility into every stage, you can follow up proactively and keep deals moving forward.

Computer screen displaying contract management software with recipient list, client details, and a document editor for adding items, pricing, and electronic signatures.
Illustration of a hand signing a document, symbolizing contract lifecycle management, digital signatures, and secure electronic signature solutions.

Automated Document Workflows & Contract Management

Save time and improve accuracy with automated workflows. From document automation to built-in reminders, our platform ensures your contracts and agreements move forward without bottlenecks.

Automated Document Delivery

Send contracts, proposals, or agreements instantly based on trigger events like a new client onboarding or project kickoff. This CLM feature eliminates manual steps and speeds up the contract lifecycle.

Follow-Up Reminders

Set automated reminders for unsigned contracts to keep clients on schedule. Reduce delays and improve turnaround with smart contract management software.

Task Assignments for Document Review

Assign tasks for review, approval, or follow-up to team members. This collaborative approach keeps your document management organized and ensures nothing slips through the cracks.

Benefits of secure online docs and e-sign

Save Time with Automation

Automate document delivery and reduce repetitive admin tasks. With document automation built into your CRM, your team spends less time on manual work and more time on high-value projects.

Enhance Client Experience

Provide clients with a seamless process through secure eSign and online access to contracts. Digital convenience makes every interaction smoother, more professional, and more efficient.

Streamlined Contract Management

Manage the full lifecycle of contracts and documents directly in one platform. Integrated contract management software eliminates the need for third-party tools and keeps everything organized in a single system.

Related Features

Workflows

Automatically send documents and contracts triggered by specific system events for seamless operations.

Mobile App

Access, send, and manage documents and contracts directly from your mobile device.

CRM

Keep all documents and contracts organized and linked to contacts within the CRM.

Illustration of a checklist on a clipboard with completed tasks, representing document management, contract review workflows, and automated contract management software.

Let's power your business with automated documents and e-signatures today!

Empower your business to handle contracts and documents with ease. Sign up today to experience streamlined contract lifecycle management, secure electronic signatures, and simplified document management - all in one powerful platform.

Logo for WinChilla, the best account management and sales tracking software.

© Copyright 2024 - 2025. WinChilla CRM - Powered by Loyalty Gator Inc. All rights reserved.


The information provided by Loyalty Gator Inc. (DBA: WinChilla) ('we', 'us', or 'our') on https://www.winchilla.com (the 'Site') and our mobile application is for general informational purposes only. All information on the Site and our mobile application is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site or our mobile application. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE OR OUR MOBILE APPLICATION OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE AND OUR MOBILE APPLICATION AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.