Create, send, and sign agreements in minutes with features that rival DocuSign and PandaDoc. Real-time tracking, audit logs, and end-to-end automation.
Compare Automation Agency CRM To Other Popular Tools
Branded Contract Templates
- Pick from pre-built layouts or build your own in minutes
- Drag-and-drop your logo, colors, and custom text fields
- Save as reusable templates for all your teams
Dynamic Custom Fields
- Auto-insert names, addresses, dates, and deal amounts
- Create unlimited custom fields - text, dates, dropdowns
- Keep every agreement up to date with one click
E Signatures (Legally Binding)
Offer a seamless signing experience that holds up in any jurisdiction.
- Draw, type, or upload a signature, no extra downloads
- Sequential or parallel signing order for multiple parties
- Encrypted audit trail and tamper-proof PDF
Pricing/Product Tables
Turn proposals into invoices instantly – no back & forth.
- Build line-item tables with quantities, rates, and totals
- Apply discounts or taxes automatically
- Integrate with Stripe or PayPal for instant payment at signing
Track Status
(Draft, Sent, Viewed, Signed)
- Dashboard view of drafts, out for signature, viewed, signed, and completed
- Automated alerts when contacts open or sign
- Archive signed PDFs back to your CRM timeline
Multi-Signer & Signing Order
Get every stakeholder on the same page – literally.
- Assign signature fields to multiple recipients in a single document
- Enforce sequential signing or let everyone sign in parallel
- CC stakeholders or legal for full visibility
Mobile Friendly Signing
Let clients sign on the go – no downloads, no hassle.
- Responsive signing pages optimized for phones and tablets
- Tap to sign with a finger or stylus
- Works across iOS, Android, and desktop browsers
Contract Expiration & Reminders
- Set contract expiration dates and auto-send renewal prompts
- Remind clients before and after a contract lapses
- Automatically archive expired agreements
Recipient Notifications & Resends
Stop chasing signatures – let the system do it for you
- Schedule automatic email or SMS reminders to unsigned recipients
- Resend documents with one click or via workflow triggers
- Track every resend and response in your CRM
Recipient Notifications & Resends
Built-In Follow-Up Automation
Stop chasing signatures – let the system do it for you
- Schedule automatic email or SMS reminders to unsigned recipients
- Resend documents with one click or via workflow triggers
- Track every resend and response in your CRM
Automated Invoice Generation
- One-off or recurring payment lines appear automatically
- Generate and send invoices the moment the last signature lands
- Sync with your billing system - no manual data entry
Workflow Automation
(Trigger by Stage/Tag)
- Trigger contract sends by tag changes or pipeline stage updates
- Send reminders, update deal status, and assign follow-up tasks
- Eliminate manual handoffs and human error
Redirect post-signing
- Send signers to a thank-you or upsell page upon completion
- Embed surveys, onboarding forms, or next-phase instructions
- Reinforce your brand experience without extra manual work
Embedded in
Your CRM Portal
- No extra logins - clients access agreements where they already work
- White-label experience that reinforces your brand
- Full audit trail stored alongside every contact record
Key Features & Benefits
Branded Templates & Custom Fields
Create reusable, on-brand contract templates with dynamic merge values
E‑Signatures & Mobile Accessibility
Fully legally binding signatures optimized for any device
Real-Time Status Tracking
Monitor real-time contract state. Draft, sent, viewed, completed, paid. Within your Dashboard.
Multi-Signer & Order Control
Configure multiple recipients and define signing order in one document
Automated Workflows
Trigger sends, reminders, status updates, and tasks automatically
Invoice Integration During Signing
Auto-generate one-off or recurring invoices at the moment of signature
Expiration & Reminders
Set expirations, send renewal prompts, and archive expired contracts
Follow-Up Automation
Auto-resend docs and reminders to unsigned parties
Redirect Post-Signing
Guide signers to your next step - thank you pages, upsells, or surveys
CRM Portal Embedding
Deliver contracts directly within your branded client portal
Why Choose
Automation Agency CRM?
Fully white label – Your client sees YOUR brand.
How It Works
Testimonials
David Brown
Great program and value. More bells and whistles than you will ever need, but their instructors will make sure you become proficient at whatever level you want to achieve. Highly recommended.
Cynthia Appiah Consultant
Eric Shapiro
Amanda Miller
The training experience with Automation Agency was outstanding. The support provided was patient, strategic, and highly knowledgeable. Every step was explained thoroughly and with great care, making the entire process easy to follow and implement. Highly recommended for anyone looking to elevate their systems with expert guidance.
Bianca Stuurman
Karen Gilbert
Theresa Meis
The experience with Automation Agency has been exceptional! The trainer was focused, precise, patient, an excellent listener, and equally skilled at providing clear instruction. This agency is highly recommended for anyone looking to accelerate their learning process.
Ready to Automate Contracts?
Turn contracts into automated, branded, sign-and-pay flows. Contact us today for a one-time setup that instantly elevates your agency’s professionalism.
Frequently Asked Questions
Yes, if sent as a draft. Once signed, it’s locked—standard e-sign compliance applies.
Un-signed contracts stay in “Waiting” – you can resend manually or use auto follow-up.
Fully supported—assign signature order and route contracts automatically.
Absolutely—mobile browser optimized.
