Proposals & Contract Writing
Send, sign, and store contracts – all in one organised, paperless space.
Say goodbye to clunky signing tools and scattered PDFs
JuicyCRM’s document tools make it easy to create, send, and track proposals and contracts.
Send polished, professional proposals and contracts – without juggling multiple apps. Create custom templates from scratch or upload your own, add branded cover pages from Canva, and even set signing order for multi-party agreements. Once signed, documents are automatically stored against each client record and accessible through their client portal.
Plus, with built-in automation, you can remind clients to sign with follow-up emails or texts – so nothing slips through the cracks. It’s your document workflow, streamlined.
Why JuicyCRM is your go-to for proposals & contracts:
Tools replaced:
Want to close deals faster – with less admin?
JuicyCRM takes the hassle out of proposals and contracts so you can spend more time serving clients (and less time chasing signatures).
