Documents & Signatures

Send, sign, and store. Close faster

Create branded agreements and templates, assign roles, and request e-signatures by email or text. Support sequential or parallel signers, in-person signing, reminders, and audit trails. ESIGN, UETA, and eIDAS compliant with secure storage and PDF export synced to your CRM.

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Core features

Documents, e-signatures, and audit trail in one place

Build branded templates with merge fields, assign signer roles, and request signatures by email. Route sequentially or in parallel, collect payments with signature, send reminders, and export tamper-evident PDFs. ESIGN, UETA, and eIDAS compliant, secure storage and CRM sync included.

Templates & merge fields

Reusable agreements with variables for names, pricing, dates, and company info, ready to send in seconds.

Multi-signer routing

Sequential or parallel workflows with signer roles, CCs, and reminders for faster completion.

Email, SMS & in-person

Send links by email or text, or capture signatures face-to-face on any device, no downloads required.

Compliance & audit trail

Legally binding e-signatures with ESIGN/UETA/eIDAS compliance, detailed audit logs, and tamper-evident seals.

Payments with signature

Collect deposits or fees at signing with Stripe, Apple Pay, or Google Pay to remove friction and close deals.

Storage, export & CRM

Auto-file signed PDFs to deals and contacts, export at any time, and keep everything searchable in AELESTRA.

Documents & Signatures Journey

From proposal to signed & paid—without leaving AELESTRA

Create contracts and proposals with drag-and-drop blocks, add fillable fields and variables, set recipients and signing order, collect payments on sign, and track status in real time—fully synced with AELESTRA CRM, products, and invoices.

What your team sees

Draft
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Waiting for others
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Completed
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Payments
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Overview. Drafts, waiting, completed, and payments—with live signature trend.

Explore Documents & Signatures

Benefits

Why businesses choose AELESTRA Documents & Signatures

Build proposals and contracts with drag-and-drop blocks, add signer fields and variables, set roles and signing order, collect payments on sign, and track every status—fully synced with AELESTRA CRM, products, and invoices.

Drag-and-drop builder

Text, images, video, tables, and product lists with brand styles for beautiful documents fast.

Templates & library

Create your own, upload PDFs, or start from industry templates—reuse anywhere in a click.

Signer fields

Signature, text, and date fields with role assignment, required checks, and audit trail.

Recipients & order

Add multiple recipients, define roles, and enable sequential signing, drag to reorder.

Payments on sign

Charge immediately or auto-send invoice after signing. One-time or recurring card on file.

Variables & CRM sync

Auto-fill names, dates, and references from CRM. Statuses flow to contacts, deals, and reports.

Create, send & e-sign documents faster

Build proposals and contracts with drag-and-drop blocks, assign signer roles and order, collect payments on sign, and track every status, fully synced with AELESTRA CRM and billing.