Automate your Document Generation & Signing with Flexidocs!
Flexidocs allows users to generate contracts, quotes and letters with a single click in their CRM system, leveraging the power of the CRM metadata framework to automatically pull in fields and related records into a document, which can then be emailed or shared with the customer, or sent directly for electronic signing, which can be done on computer, smartphone or tablet. All key signing events are captured back into the CRM in real time and can be used to quickly identify where a signing process is up to, and the final, signed contract is automatically stored back into the CRM.