Documents and contracts overview
Send proposals and contracts with e-signature and OpenPay collection.
4 min read Updated 2026-04-24
Documents combine a doc editor with signature fields, payment fields, and conditional sections so you can send a single document that the customer reads, signs, and pays in one flow.
- E-signature with audit trail — legally binding in US (ESIGN), EU (eIDAS), and most jurisdictions.
- Payment collection on signature via OpenPay.
- Merge fields from contact, opportunity, and custom values.
- Conditional sections that show based on contact data.
- Multiple signers with signing order.
- Mobile-friendly signing experience.