You just hung up on Aircall. Get it signed while it's still fresh.

A signing step for teams who close verbal agreement on the phone but lose momentum waiting for someone to draft the paperwork.

Try free — send a sample authorization form

Where this fits

A prospect verbally agrees on the call, but the follow-up document doesn't go out until hours later — by then the moment's gone
Support and success calls end in a verbal authorization (a plan change, a refund, a service addendum) that nobody captures in writing
Reps take the same call over and over and rebuild the same agreement or authorization form each time instead of reusing one

Who uses this

Teams running on Aircall
Or anything similar — the signing step works the same regardless of which one you use

Why Docracy

Docracy is the signing step you trigger the moment an Aircall call wraps. Save your standard agreement or authorization form once as a reusable template, then send it by WhatsApp or email straight after the call — or automate it with Zapier so a call outcome (tagged, transferred to a stage, logged as won) fires off the signing request on its own. The customer signs from their phone with no account to create; you keep a timestamped audit trail of when it was delivered, opened, and signed.

Send it before you hang up the next call

Reusable templates mean the agreement is one click away, not a fresh draft every time.

Zapier automation

Trigger a signing request from a call disposition or tag instead of doing it by hand.

WhatsApp delivery

Phone-first customers who just talked to you on the phone sign on the same device, PIN-protected.

Audit trail per document

Delivery, read, and signature timestamps — a paper trail for a verbal agreement that used to have none.

There's no installed Aircall app or click-to-sign integration today — this is an external signing step you trigger after the call, via Zapier or a manual link, not something embedded in the Aircall dialer itself.

Templates for this

Service Agreement

Covers services provided, schedule, fees, and term for an ongoing service relationship.

Authorization Form

Grants a named individual specific, time-limited authority to act on someone else's behalf.

Frequently asked questions

Do the people I send documents to need a Docracy account?

No — only the sender needs an account, so document history, saved templates, and team access have somewhere to live. Whoever's signing opens a link and signs, no signup required.

Which documents can I send?

Ready-made templates for this include Service Agreement, Authorization Form. You can also upload your own PDF.

How much does it cost?

Free for documents with up to 2 signers. Beyond that it's a flat $10/month — never priced per seat — which also unlocks reusable templates, team accounts, and the integrations mentioned above.

How fast can someone actually sign?

Under a minute in most cases: they open the link, review the document, and sign — no account to create, no app to install. WhatsApp delivery adds a phone-bound PIN step for extra assurance when that matters.

What doesn't Docracy do here?