The Signer Sends the paperwork and gets it signed.
SoftSync Documents
Quotes and contracts in one click.
Design a document once. Then make a PDF from any deal, contact, or company, with the right details filled in.
No copy and paste. No wrong names.
- Design once.Add a logo, a title, text, and a table of products.
- Fill from the record.Names, dates, and prices come from the deal.
- Use your own PDF.Mark where the details go. The PDF stays as it was.
Start with the work you already do
From template to PDF in three moves.
Build the layout, point it at your record, press go.
Design
Build the layout with simple blocks.
Add a logo, a title, text, a table of lines, and a footer. See the PDF before you save.
Fill
Details come from the deal.
The customer's name, the deal, the products, and the total fill in by themselves.
See how it worksYour own PDF
Keep your PDF. Add the details.
Upload your own PDF and click to place boxes that fill from the record. It stays exactly as it was.
Make it fit your business. A document shows only what the person who made it is allowed to see. Anyone who can see the record can make the PDF.
A simple way to use it
Making a quote.
Four steps from an open deal to a finished PDF.
- 01Open the deal's Files tab
- 02Click New, then Write a document
- 03Pick your quote template and click Make the PDF
- 04The PDF appears on the deal, ready to download or send
Questions, answered
A few things people ask before they start.
Short answers on who can design, who can make a PDF, and where it goes.
Who can design a document?
Admins and Editors design templates. Everyone in the workspace can see the list of templates.
Who can make a PDF from a template?
Anyone who can open the record, Viewers included. Writing your own copy, changing it, or deleting files needs edit rights on that record.
Can I use my own PDF?
Yes. Upload it, then click the page to place boxes for record details and signatures. The PDF stays exactly as it is. It must be at most 30 MB and 300 pages, and not password protected.
Can a quote list the products on a deal?
Yes. The Lines block adds one row for every item in a list on the record, such as a deal's products, with up to five columns. You can write the text to show when the list is empty.
Where do the finished files go?
On the record's Files tab, marked Ready. You can open, print, download, or send them for signing from the menu on the row. You can also save a copy into a file field on the record.
Can I change a document before making the PDF?
Yes. Start from a template to get your own copy, change the text, and check it with See the PDF as often as you like. Make the PDF locks the text.
Do I have to start from a blank page?
No. Pick a ready-made Proposal, Meeting notes, Mutual NDA, Investor update, or Seed term sheet. An admin can also set up a ready-made quote. Have a lawyer read the NDA and term sheet before you rely on them.
Ready when you are
Make your next quote in one click.
See a quote made from a deal in one click.