Document Management & E‑Signature Software

Create documents, collect signatures and move approvals faster.

AELESTRA helps modern teams manage document workflows, client records, approval automation and payment-ready documents in one platform. Build proposals, contracts, agreements and onboarding files with secure e-signatures, reusable templates, smart variables and real-time tracking to streamline document management, accelerate client onboarding and reduce manual admin.

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AELESTRA documents and signatures hero image showing a modern document management dashboard with digital signatures, templates, status tracking and online document approvals
Connected Document Workspace

Manage documents from creation to completion.

Create, send and manage documents and electronic signatures with AELESTRA. Build proposals, contracts, agreements and onboarding documents, collect signatures, track document status and connect every step with CRM customer data, payments and workflow automation from one connected document management platform.

Document Creation & Templates

Build professional documents faster.

Create documents from scratch, upload an existing PDF or start with a reusable template. Build proposals, contracts and client documents with flexible content, smart variables and reusable elements while keeping every document consistent and ready to send.

Create from scratch, upload PDFs or start from reusable templates
Text, images, video, tables, products and structured page content
Smart variables, reusable content blocks and document templates
E-Signatures & Approvals

Turn documents into clear signing workflows.

Add recipients and interactive fields to collect signatures, initials, dates, text and confirmations from one document workflow. Preview, send and monitor each document as it moves from draft through signing and completion.

Signature, initials, date, text and checkbox fields
Recipient-based document preparation, preview and sending
Status tracking across draft, waiting, completed and archived documents
Payments & Automation

Connect signatures with payments and follow-up.

Keep the customer journey moving after a document is sent or signed. Configure payment collection, recurring payment schedules, notifications, expiration reminders and automated follow-up while keeping document activity connected to the wider customer record.

One-time payments, recurring payments and configurable payment schedules
Customer and team notifications, expiration controls and reminders
Automation triggered by document activity such as sent, viewed and signed
Interactive Documents & Signatures Product Tour

Explore documents inside a live signing workspace.

See how AELESTRA connects document management and electronic signatures, reusable templates, recipient workflows, payment collection and document automation in one workspace. Build proposals and contracts, add signature fields, track document status and connect activity with CRM data, payments and automation workflows.

Interactive product simulation
Fictional demo data only
A
Northstar Advisory Demo workspace
Search workspace

Documents & Contracts

Create, send, sign and manage customer documents

Document Contact Status Value Updated
Website Services Agreement DOC-1048
Avery Chen Waiting $3,850 Today
Marketing Retainer Proposal DOC-1047
Maya Torres Completed $2,400 Yesterday
Client Onboarding Agreement DOC-1046
Jordan Lee Draft $1,250 2 days ago
Implementation Proposal DOC-1045
Sam Rivera Payment $5,200 3 days ago
Service Scope Archive DOC-1039
Taylor Reed Archived $980 Sep 18
No demo documents found Try another status or search term.

Templates

Reuse document structures for faster preparation.


Professional Services Agreement Contract template

Marketing Proposal Proposal template

Client Onboarding Onboarding template

Project Scope & Approval Approval template

Recurring Service Agreement Recurring service template

Payment Authorization Payment template

Public Documents

Share reusable documents through public links.

Service Inquiry Agreement Public document
38 views Active
Event Participation Form Public document
17 views Active
Client Intake Document Public document
64 views Active

Content Library

Reusable document content for faster editing.

Standard Terms

Reusable terms section for service agreements and proposals.

Terms
Payment Terms

Standard payment schedule and billing language for client documents.

Payments
Project Scope Intro

Introductory content used across project proposals and statements of work.

Scope
Client Approval

Reusable approval section with signature and date placeholders.

Signature
New Client Agreement
Demo draft • Not sent
Agreement • DOC-DEMO-1050
Professional Services Agreement

This fictional agreement demonstrates a document layout inside the AELESTRA product tour. No real client information is used.

Project Overview
Services & Pricing
Service Qty Price
Implementation Package 1 $2,400
Support & Training 1 $650
Client Signature
Avery Chen • Fictional recipient
Date
Required field
✓ Demo action completed.
Documents & Contracts Interactive demo workspace
Website Services Agreement Avery Chen
Waiting
$3,850 Updated today
Marketing Retainer Proposal Maya Torres
Completed
$2,400 Updated yesterday
Client Onboarding Agreement Jordan Lee
Draft
$1,250 Updated 2 days ago

Services Agreement

Marketing Proposal

Client Agreement

Signature
Required demo field
Payment Collection One-time or recurring
Expiration Reminder Active
Customer Notifications Active
Workflow Triggers Sent • Viewed • Signed

This interactive experience demonstrates how AELESTRA can bring document creation, reusable templates, electronic signatures, recipient workflows, payment settings, notifications and document automation into one connected workspace. Every company name, customer, email address, document, amount, signature, payment and activity shown above is fictional demo data. No live customer record, document, signature, payment or financial information is accessed, uploaded, processed or changed.

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DOCUMENTS & SIGNATURES FAQ

Questions about documents and eSignatures? Start here.

Clear answers about document management and electronic signatures, reusable templates, approval workflows, recipient fields, document tracking, payment collection and document automation with AELESTRA.

Frequently asked
8 questions

AELESTRA Documents & Signatures is a connected document management and eSignature platform designed to help businesses create, send, track and manage digital documents from one workspace. Teams can prepare agreements, proposals and other customer-facing documents, add signature fields, manage recipients and keep document activity connected to CRM, payments, automation and the wider customer journey.

Yes. Businesses can create digital documents, add structured content and place electronic signature, date, text, initials and other recipient fields where needed. Documents can then be prepared for one or more recipients, helping teams move agreements and approvals through a consistent digital signing workflow instead of relying on fragmented files and manual follow-up.

The document workspace gives teams visibility into document progress, including drafts, sent documents, agreements waiting for signature and completed documents. Activity can be reviewed from one place so teams can see where a document stands, identify the next required action and maintain a clearer customer document workflow without tracking status across disconnected systems.

Yes. Reusable document templates can help businesses standardize agreements, proposals and repeatable customer documents. Teams can start from an existing structure, reuse approved content and signing fields, and reduce the repetitive setup involved in creating similar documents for different customers or transactions.

Yes. Documents can be prepared for multiple recipients and configured with the fields each participant needs to complete. Teams can add signature, date, initials, text and selection fields, helping structure the signing process clearly while keeping recipient responsibilities organized inside the same document workflow.

Documents can work alongside AELESTRA payments when a document workflow also requires payment collection. This can help businesses connect agreements, signatures and payment steps more closely instead of sending customers through separate disconnected processes. Payment behavior can be configured according to the document workflow.

Yes. The wider AELESTRA platform is designed around connected customer operations, allowing document activity to sit alongside CRM customer data and automation workflows. This gives teams more context around agreements, approvals and follow-up by keeping document activity closer to the customer relationship and other operational workflows.

Yes. Public documents can support repeatable sharing scenarios where a business needs a reusable document link, while a content library can help teams reuse approved clauses, payment terms, project language and signature sections. Together, these tools can make document creation more consistent while reducing duplicated content work.

Build a more connected document workflow by bringing digital documents and electronic signatures, reusable templates, recipient management, payment steps and connected customer data together inside one business platform.

Ready When You Are

Build what comes next, with everything connected.

Bring customer relationships, communication, marketing and operations together through one connected platform built for growth.

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All-in-one platform for growth

Helping businesses connect customer relationships, marketing, communication and operations through one smarter platform.

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