The deal card moved to 'won' in amoCRM. Now get it signed.

A signing step for pipeline-driven sales teams whose customers live on WhatsApp, not email.

Try free — send a sample sales agreement

Where this fits

A deal card reaches the final pipeline stage, but sending the contract means exporting to yet another tool
Customers in amoCRM's core markets expect to be reached and to respond over WhatsApp, not a signature portal that emails a login link
Sales teams rebuild the same sales agreement or invoice terms for every deal card instead of reusing one structure

Who uses this

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

Why Docracy

Docracy is the signing step your amoCRM pipeline hands off to right as a deal card crosses into its closing stage. Save your standard sales agreement or payment terms once as a reusable template, then send it over WhatsApp — phone-bound and PIN-protected — or by email when that fits the customer better. Wire it to fire automatically with Zapier when a deal hits a given stage, or send it manually from the deal. The customer signs without registering anywhere; you keep the signed PDF and a full delivery/read/signature audit trail.

Zapier stage triggers

Send a signing request automatically the moment a deal card reaches your closing stage.

WhatsApp-native signing

Reach customers on the channel amoCRM's own market already uses, PIN-protected for accountability.

Reusable deal templates

One saved sales agreement or payment-terms template, reused across every pipeline.

Sequential or parallel signers

Route through your side and the customer's side in whatever order the deal needs.

There's no installed amoCRM widget or marketplace integration today — this is an external signing step linked from (or automated out of) amoCRM, not an embedded panel inside the deal card.

Templates for this

Sales Agreement

Covers price, delivery, and condition terms for a one-off sale of goods.

Payment Terms Agreement

A signed record of an amount owed, due date, and payment method between two parties.

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 Sales Agreement, Payment Terms Agreement. 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?