On-brand and under control

Minimize risk with workflows that keep you compliant.

On-brand and under control

Workflows your team will love

Whether you’re leading a team of 5 or 50, the right rules need to be in place to keep you moving fast and securely. Locking legal or branded content, setting up approval/signing orders, and creating custom roles help keep you in control. Give your team the ability to quickly create, send, and track docs within an approval system that works for everyone.

decrease in time-to-close
closed deals per month
decrease in document 
creation time

Stay on brand

With brand-approved templates and optional content locking, you control the look and feel of every customer-facing document that goes out.

Learn what sales templates you really need

Editor - Drag video

Manage access

With great power comes great distributed responsibility. Adjust default roles or create new ones to determine the level of access & control a team member should have.

User roles

Stay compliant

Lock legal content, build a library of pre-approved clauses, and set up versatile approval workflows and signing orders for a risk-free deal-making experience.

Learn how modern businesses execute contracts

Content - Locking

Facilitate Collaboration

Comment on specific sections of a document, mention any member of your workspace, reply to comments and resolve them seamlessly, all inside your documents.

Document - Workflow - Agreement

On-brand and compliant throughout your sales journey