From the customer’s yes to the signed contract
Sales reps generate their contracts from templates approved by legal. They send them for electronic signature without switching tools. Every deal is tracked by status.
The right template, every time
Start from an approved template and fill in the customer details. The layout and clauses stay the ones legal approved.
Built-in signature
The contract goes out for electronic signature from Docform. The signer authenticates with a one-time code received by email.
Every deal tracked by status
To send, in approval, out for signature, signed: the progress of each contract is visible from your dashboard.
What you actually do with Docform
The Docform features that address these needs, as they exist in the application.
Standardized proposals and contracts
Your sales templates are locked on the essentials and customizable where it matters. For a campaign, bulk creation generates several contracts from an Excel file.
Built-in electronic signature
The built-in electronic signature complies with the eIDAS framework. Each signer is authenticated with a one-time code sent by email, and an evidence file accompanies the signed document.
Sales portfolio tracking
Your dashboard shows the contracts to send, awaiting signature or signed. Saved filters give each rep the list that concerns them.
Legal at the right moment
When the customer asks for a deviation, the contract goes through the approval workflow defined with legal. Their proposals arrive as tracked changes from the negotiation portal, and you accept or reject them one by one.
Where a sales cycle slows down
What stretches a sales cycle is rarely the price.
The contract shows up after the deal
The customer said yes, and the document takes days to go out: the time saved in negotiation is lost in drafting.
Terms that drift
Every rep adapts their own document. The commitments made are no longer the ones legal approved.
Signature by paper round trip
Print, scan, chase: the simplest step of the cycle becomes the slowest one.
What people ask us most
How do you generate a sales contract without starting from an old document?
You start from the approved template, fill in a few fields or answer the linked questionnaire, and the document is generated. It then goes out for signature from the same screen.
How do you keep control of commercial terms?
Templates carry the approved clauses and lock the parts that cannot be changed. A deviation goes through the planned approval workflow rather than a case-by-case review.
Does the customer need an account to sign?
No. They receive an email invitation and authenticate with a one-time code. The signed document is kept in Docform with its evidence file.
Can you track where sent contracts stand?
Yes: every document carries its status, and saved filters and the dashboard give the team an overview of its contracts in progress.
Does Docform connect to our CRM?
Docform integrates with HubSpot: your contacts and companies can be imported as counterparties. For another tool, let’s discuss your needs during the demo.
Shorten the time between the deal and the signature
A demo built on your sales templates and your signature process.