Streamline Your Document Management, Boost Productivity
Create, send, and sign documents seamlessly within your CRM for faster, more efficient agreements.
The Documents & Contracts tool enables businesses to effortlessly manage essential documents. From creation to signature, this feature simplifies every step, saving time and ensuring accuracy. It integrates seamlessly with your client database, empowering you to handle contracts, agreements, and documents all within one unified platform, bringing efficiency and ease to your operations.
Document Creation & Customization
Create professional, branded documents that meet your specific business needs.
Customizable Document Templates
Build custom templates or upload a PDF template that include your logo, colors, and brand details, ensuring each document looks polished and consistent.
Rich Text Editor
Customize documents with a flexible editor, allowing you to format text, add sections, and create visually appealing contracts or proposals.
E-Signature & Contract Management
Simplify the signing process with secure, legally binding electronic signatures.
Built-In E-Signature Support
Allow clients to sign documents digitally, making the process convenient and speeding up turnaround times.
Multi-Party Signatures
Collect signatures from multiple parties when needed, ensuring that all required stakeholders can sign off on agreements with ease.
Signature Status Tracking
Easily track the status of each document, helping you follow up efficiently and keep deals moving forward.
Automated Document Workflows
Save time and stay organized with automated document workflows and reminders.
Automated Document Delivery
Send contracts, agreements, or proposals automatically upon trigger events, such as a new client sign-up or project initiation.
Follow-Up Reminders
Set reminders for unsigned documents, ensuring clients complete the necessary steps and reducing delays in the process.
Task Assignments for Document Review
Assign tasks to team members for document review, approval, or follow-up, creating a collaborative workflow that keeps everyone on track.
Key Benefits
Save Time with Automation
Automatically send documents, reducing time spent on repetitive administrative tasks, so your team can focus on higher-impact work.
Improve Client Experience
Simplify client interactions by allowing them to sign and access documents online, making processes smoother and more professional.
Streamlined Document Management
Create, send, and manage contracts or documents directly within the platform, reducing reliance on third-party tools.
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.
Get Started!
Empower your business to handle documents with ease—sign up today and experience streamlined document management.
© Copyright 2024. WinChilla - 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.