Say goodbye to juggling multiple tools for client agreements. With Personify’s Documents, Contracts, & Proposals, you can create, send, and track legally binding documents directly within your CRM.
Get the Signatures You Need Faster Than Ever
Documents, Contracts, & Proposals
Key Features
Integrated with Your CRM
Create and send contracts, proposals, and other documents directly from your contact profiles, ensuring everything you need is in one centralized platform.
Digital Signatures Made Easy
Streamline approvals with built-in electronic signatures that are secure, legally binding, and simple for clients to complete—no third-party tools required.
Customizable Templates
Design and save reusable templates for contracts, proposals, and agreements to accelerate your document workflow.
Automated Document Workflows
Trigger document creation and delivery based on specific actions in your sales pipeline, keeping processes efficient and consistent.
Real-Time Tracking
Monitor document status in real-time—know when it’s sent, opened, or signed. No more guessing games or follow-up confusion.
Signatures On-the-Go
Create, send, and manage documents on the go with full mobile app integration for ultimate flexibility.
Why choose Personify?
- Manage all client agreements within the same platform as your CRM, reducing tool fatigue.
- Save hours with automation and reusable templates designed for efficiency.
- Build trust with secure, user-friendly e-signature options directly in the system.
- Never lose track of agreements—detailed tracking gives you complete visibility into every document’s status.
- Stay mobile and productive with tools accessible from your smartphone or tablet.
- Cut costs by eliminating the need for third-party tools like DocuSign or PandaDoc.
Use Cases
Real Estate Agents: Quickly prepare, send, and finalize property contracts or purchase agreements with secure digital signatures, even while on the go.
Videographers: Streamline proposal submissions and approval processes to win new clients faster and with less back-and-forth.
Event Planners: Send detailed contracts for events, collect e-signatures, and keep everything organized within one platform for a hassle-free experience.
Consultants and Freelancers: Impress clients with polished, professional proposals and contracts that are easy to review and sign—no printing, scanning, or mailing required.
