Documents & templates
Build proposals, contracts, invoices, and agreements from reusable masters. Variables, content blocks, quote tables, and page-backed uploads keep every send on-brand and consistent.
Platform
Built for the full document journey.
SendDox brings document generation, negotiation, approval, signature, CRM context, and payment into one workspace for revenue and operations teams.
Contacts, leads & calendar
Qualify pipeline, book meetings, and keep people and companies beside the documents they belong to—so follow-ups never lose context between tools.
Approvals & controls
Enforce discount and policy gates before a document can be sent. Keep commercial guardrails without slowing the team that closes deals.
Embedded eSignature
Ordered signers, field-level permissions, and immutable certificates. Recipients finish in a focused signing experience while you retain the audit trail.
Tracking & analytics
See delivery, opens, views, comments, and acceptance as they happen. Know when to nudge—and which templates and reps convert.
Payments
Attach Stripe checkout to signed documents so payment status updates with the agreement lifecycle—not in a separate spreadsheet.
The SendDox workflow
Capture → Engage → Create → Track → Close. Public SEO templates feed the same editor your team uses every day, so acquisition and product stay one loop.