Contracts Signed From the Same Place You Sold Them
Draft a contract or proposal, fill it from the contact and the deal, send it for e-signature, and watch it get opened and signed. The signed copy stays on the contact.
From Draft to Signed Without Leaving the CRM
So the yes on the call becomes a signed contract the same day
Draft With AI or From a Template
Describe the contract you need and get a signature-ready draft to edit, or start from one of your own templates. Templates keep their earlier versions.
Filled From the CRM
Names, prices and dates come from the contact and deal linked to the document. A missing value stops the send, so nobody gets a blank.
Several Signers, in Order
Add everyone who needs to sign and decide who goes first. The next person gets their link after the one before them signs.
See Who Opened It
Every document shows its status (sent, viewed, signed, declined, expired) and who opened the signing link and when.
Reminders and Signing in Person
Send a reminder to anyone still waiting, or open a one-time signing screen and have the client sign on your device in the meeting.
Extra Checks Before Signing
Ask signers to enter a code texted to their phone, or to check their photo ID with Stripe before they sign.
One Template to Many Contacts
Send the same template to a list of contacts. Each one gets their own copy and their own signing link.
Everything on the Contact
Documents and uploaded files sit on the contact, with a numbered record and a download of the signed copy.
Why Agencies Sign in the CRM
One less subscription
No separate signing tool to pay for, log into and keep in sync with the CRM.
Faster from yes to signed
The contract goes out while the client still remembers the call, not at the end of the week.
No retyping
Details come from the CRM, so the wrong price or the wrong name stops being a thing.
A record you can find
Every signed document is on the client it belongs to, with its history.
How It Works
From template to signed contract
Make a template once
Write it yourself or have AI draft it, then mark the fields that come from the contact and the deal.
Keep a template per service or per client, and edit it later without losing the earlier version.
Send it from the contact
Open the contact, choose Send document, check the details and send.
If your workspace asks for sign-off first, it goes out on its own once it is approved.
They sign
Each signer gets their own link. You see when it is opened and when it is signed.
Add a texted code or a photo ID check when the contract needs more than a click.
The signed copy stays put
The signed document is kept on the contact and in Documents, ready to download.
A workflow can send a document by itself, for example when a meeting is marked complete.
Frequently Asked Questions
Can I send a contract for e-signature from Inflowave?
Yes. Create a document or pick a template, link it to a contact and a deal, and send it. Each signer gets their own signing link.
Can more than one person sign?
Yes. Add several signers and decide the order. Each one gets their link after the person before them has signed.
How do I know if they opened it?
The document shows who opened the signing link and when, and its status changes as it is viewed and signed.
Can I check who is signing?
You can ask signers to enter a code texted to their phone, or to check their photo ID with Stripe before signing. The ID check is billed to your wallet.
Can AI write the contract?
It can draft one from a description, for example a three-month social media contract. You edit it before anything is sent.
See how Inflowave can help your business
Ask AI for a personalized strategy using Inflowave
Get your next contract signed from the CRM
Templates, e-signatures and the signed copy, all on the client.