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Documents and e-signature

A contract is signed with Smart-ID in a few minutes, straight from the customer record.

The document is built from a template with variables from the CRM — the customer, the deal, amounts, line items — and signed with a qualified signature, Smart-ID or mobile. The signer needs no account, just a link, and we verify their identity before signing. The system reminds anyone who hasn't signed yet and notifies you once everyone has.

What it covers

  • Templates with variables from the CRM — customer, deal, amounts, line items
  • Template selection rules and style settings with your logo
  • Qualified electronic signature: Smart-ID and mobile signature
  • We verify the signer's identity by email, SMS code, Smart-ID or mobile signature
  • A public signing page — the signer needs no account
  • Automatic reminders for anyone who hasn't signed, and a signing report
  • Document review and sign-off in rounds — internal and external
  • You edit in the browser via Microsoft Office Online, and store files in OneDrive or SharePoint

Who it suits best

Industries for which this area is one of the main reasons to choose the system.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Smart-ID and mobile signature A qualified electronic signature on the document record: Smart-ID or mobile signature, via Mark ID. Microsoft 365 Email, calendar, files and in-browser document editing — over a single OAuth connection.
All integrations

FAQ

Questions about this area

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Is a Smart-ID signature legally binding?

It does. Smart-ID and mobile signature are qualified electronic signatures — legally equal to a hand-signed document.

Will the customer have to create an account?

They won't. Signing happens on a public page via a link. Before signing, the signer's identity can be verified by email, SMS code, Smart-ID or mobile signature.

How many document templates are there?

About 100: invoices, credit notes, quotes, delivery notes, handover certificates, cash orders and more. Languages: LT, EN, bilingual, LV, EE, DE, plus your own custom templates.

Can a document be approved before it goes to the customer?

You can. Review and sign-off in rounds works both inside the company and with outside participants.

Other areas

Sales and pipeline No enquiry gets lost: it lands in the system and is given an owner automatically. Customers and contacts You enter the name, and the system finds the company details itself. Before you sign, you can see right away whether this partner is worth trusting. Company database Before you even call, you already know whether the company is growing or shrinking — not just how many employees it has today. Shared inbox A customer wrote on Messenger, a colleague replied by email — the history is still one thread, so nobody answers twice.
All features

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