Your CRM tracks the deal. Docracy handles the signature.

A signing step that plugs into whatever workflow tool you already run — no CLM, no seat tax.

Try free — send a sample vendor agreement

Where this fits

Your CRM or workflow tool tracks the deal, task, or funnel — but signing the actual agreement means switching tools
Quotes, invoices, and vendor terms all reuse the same structure but get rebuilt from scratch each time
Customers drop off when a simple approval turns into a full account signup

Who uses this

Teams running on amoCRM
Teams running on Pipefy
Teams running on Crosstrax
Teams running on Kartra
Teams running on FlowLogic
Teams running on SendSonar
Teams running on Harvest
Teams running on Invoicely
Teams running on ActivTrak
Or anything similar — the signing step works the same regardless of which one you use

Why Docracy

Whatever CRM or workflow tool tracks the deal, the actual signature usually happens somewhere else — that's the gap Docracy fills. Wire it into your process with the Zapier connector ("when a deal reaches this stage, send the agreement"), or send manually when that's easier. A saved quote, vendor, or purchase-order template means nobody's rebuilding the same document from scratch, and the person signing never needs an account on either platform.

Zapier connector

Trigger a signing request automatically from a CRM stage change or workflow event.

Reusable templates

One saved template per document type — quotes, vendor terms, purchase orders.

WhatsApp delivery

Phone-bound, PIN-protected signing for customers who live on WhatsApp, not email.

Sequential signer chains

Route an agreement through both sides of a deal in order.

Templates for this

Vendor Agreement

Sets pricing, delivery, and quality terms for buying goods or services from a supplier.

Purchase Order

An itemized order form covering items, pricing, delivery, and payment terms between buyer and seller.

Service Agreement

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

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 Vendor Agreement, Purchase Order, Service 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.

Are Docracy signatures legally binding?

Docracy's signing flow is designed to support the U.S. ESIGN Act and UETA, and EU eIDAS simple electronic signatures, for everyday business documents — see our Trust & security page for exactly what that does and doesn't cover.