Documents & Signing

Contracts, signed and stored

Generate contracts, collect e-signatures, and store every document securely — retained for 7 years with a full audit trail.

Document Management

E-signing built in

No DocuSign subscription needed — open-source Documenso powers legally valid e-signatures directly inside your platform.

7-year retention

All documents are stored securely for 7 years — meeting Australian tax and legal record-keeping requirements automatically.

Legally valid in Australia

E-signatures are compliant with the Electronic Transactions Act 1999 — the same legal standing as a wet signature.

E-Signing & Storage

From blank template to signed contract in minutes

Your platform auto-generates contracts from templates, pre-fills client details, and sends a signing link. Clients sign on any device. You get notified the moment it's done — and the signed copy is stored automatically.

  • Documenso e-signing (open source, no subscription fee)
  • Tamper-evident PDFs with cryptographic proof
  • Full audit trail — who signed, when, from what device
  • Automatic document generation from templates
  • Licence and certification upload with OCR extraction
  • Secure cloud storage with granular access control
E-Signing & Storage

Compliance & Audit

A complete paper trail — without the paper

Every document event is logged: created, viewed, signed, countersigned, downloaded. If a dispute arises, you have a complete, timestamped record of every interaction — exportable and court-admissible.

OCR on uploaded licences and certificates means you can search your document library by content, expiry date, or holder — not just file name.

Compliance & Audit

Templates & Generation

Generate the right document at the right moment

Every business uses the same set of documents repeatedly — engagement letters, service agreements, scopes of work, onboarding checklists. Your platform stores these as smart templates and generates a populated, professional document from your CRM data in seconds.

Templates are version-controlled so your team always sends the current approved version. When legal updates a clause, the change propagates across every future document — no hunting down old files or sending outdated terms.

  • Auto-populated contracts from CRM client data
  • Version-controlled template library
  • Custom merge fields — names, dates, fees, scope
  • Conditional clauses based on service type
  • PDF generation with your logo and branding
  • Bulk document generation for large client onboarding
Templates & Generation

Ready to start?

Let's build a platform that works for your business.

Start a project
Chat on WhatsApp