Templates & Merge Fields
Reusable agreements with dynamic variables for names, pricing, and dates. Ready to send in seconds.
Legally binding e-signatures & automation
Accelerate deal cycles with ESIGN, UETA, and eIDAS compliant agreements. Automate contract workflows, enforce signer sequencing, and capture immutable audit trails—all synced instantly to your CRM.
Core Features
Documents, e-signatures, and
Documents, e-signatures, and
audit trail in one place
Build branded templates with merge fields, assign signer roles, and route via email or text. Fully compliant with ESIGN, UETA, and eIDAS, secure storage, and CRM sync included.
Multi-Signer Routing
Sequential or parallel workflows with specific signer roles, CCs, and automated reminders.
Email, SMS & In-Person
Send links by email or text for faster turnaround, or capture signatures face-to-face on any device.
Compliance & Audit Trail
Legally binding e-signatures with ESIGN/UETA/eIDAS compliance and tamper-evident audit logs.
Payments with Signature
Collect deposits or fees at signing via Stripe, Apple Pay, or Google Pay to remove friction.
Secure Storage & Sync
Auto-file signed PDFs to AELESTRA contacts and deals. Searchable, exported, and safe.
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
0
0
Waiting for others
0
0
Completed
0
0
Payments
0
0
Create templates
New Template • Upload PDF • Create Public Document • Import from Library
Standardize proposals, contracts, NDAs, SOWs, and more.
Defaults
Brand logo & colors • Terms • Taxes • Currency
Signature roles • Email subject & templates
Template library
Legal
Agreements & contracts
Agreements & contracts
Marketing & Agency
Proposals & retainers
Proposals & retainers
Medical / Insurance
Consent & intake
Consent & intake
Filter by industry and tags. Save favorites for one-click use.
Document basics
Title
Client
Pages • Add / Reorder • Page break
Live preview
Clean canvas • Drag blocks • Auto spacing
Preview before sending—desktop & mobile.
Content blocks
Text
Image
Video
Table
Product list
Page break
Brand control
Headings, colors, spacing, and media frames
Build beautiful, consistent documents fast.
Signer fields
Signature
Text Field
Date
Assign to role • Required/optional • Show signer name
Validation
Placeholders, formatting, and required checks
Stay compliant and reduce back-and-forth.
Smart variables
• •
CRM merge
Pull client/contact data automatically
Reduce manual typing and errors.
Recipients & roles
Primary client
Add recipient
Signing order • Sequential • Drag to reorder
Notifications
Email subject & template • Reminders on schedule
Collect payment on sign
One-time • Recurring • Enable Direct Payment Auto-pay
Send invoice automatically after signing or charge immediately.
Send & track
Send • Waiting for others • Completed • Archived
Redirect after sign • Exports (PDF/CSV)
Overview. Drafts, waiting, completed, and payments—with live signature trend.
Benefits
Why businesses choose AELESTRA Documents
Build proposals and contracts with drag-and-drop ease. Automate signer routing, collect payments on sign, and sync every status with your CRM.
🧩
Intuitive Drag-and-Drop
Combine text, video, tables, and product lists into professional documents in minutes—no coding needed.
🗂️
Smart Template Library
Start from industry-standard templates or upload your own PDFs. Save reusable blocks for speed.
✍️
Legally Binding Fields
ESIGN-compliant signature, date, and text fields with strict role assignment and audit logging.
👥
Advanced Routing & Sequencing
Define sequential signing orders, CC observers, and set automated reminders to prevent stalls.
💳
Integrated Payments
Auto-generate an invoice or charge a card immediately upon signature.
🔗
Dynamic Data & CRM Sync
Auto-fill client details from AELESTRA CRM variables. Eliminates manual entry errors.
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.
Templates & blocks
Signer roles & order
Payments on sign
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