Capture
Qualify leads
Score and assign inbound interest, then book the next conversation without leaving SendDox.
Document automation platform
Move every deal forward.
Create documents, coordinate your team, engage prospects, and know exactly what happens next—from qualified lead to signed agreement to payment.
Templates → customize → send → track → e-sign → get paid. One workspace, no handoff gaps.
SendDox · Live pipeline
Qualified pipeline
Contacts / LeadsAcme Corp
Proposal review
Northstar
Discovery booked
Brightline
MSA out for signature
Next action
Follow up on Acme proposal — viewed 4 times today
Capture → Close
Leads, meetings, docs, signatures
Template library
SEO hubs + in-app masters
Live tracking
Views, comments, acceptance
Payments ready
Stripe after signature
01 · Engage
Turn interest into a real conversation.
Keep every lead, meeting, and follow-up in one place—so momentum never disappears between CRM tabs, inboxes, and spreadsheets.
Contacts · Calendar
SMTWTFS
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Discovery
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Proposal
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Decision
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Engage
Book meetings
Calendar context sits next to the account—so every demo and follow-up has the full story.
02 · Create
Build the deal together.
Draft proposals, agreements, and invoices with pricing, comments, approvals, and your team already in context. Start from an SEO template or your private library—then send without retyping.
- • Variables, content blocks, and quote tables
- • Discount approvals before a document can leave the building
- • Signer fields, order, and audit-ready certificates
Documents · Growth Partnership Proposal
Acme, Inc.
Growth Partnership Proposal
A unified plan to accelerate your sales workflow, from first conversation through signature.
Executive summary
Recommended package
Investment
Acceptance
03 · Track & close
Know what happens next.
See delivery, views, comments, and acceptance as they happen. Follow up at the right moment—with the full story in view—then collect signatures and payment without switching tools.
Track
Live document activity
Know who opened the proposal, which pages they lingered on, and when to nudge.
Sign
eSignature that sticks
Ordered signers, field permissions, and certificates your ops and legal teams can trust.
Paid
Close the loop
Attach Stripe checkout after signature so revenue status updates with the document.
One flow
From first hello to signed deal.
01
Capture
Qualify leads
02
Engage
Book meetings
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Create
Build documents
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Track
See activity
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Close
Win the deal
Document Templates
Free templates that become real workflows.
Public SEO pages introduce SendDox. “Use this template” takes visitors into customize → send → e-sign—so acquisition and product stay one loop.
Agreements & NDA Templates
NDAs, MSAs, DPAs, contractor agreements, and other B2B agreements built to send, track, and e-sign.
Contract Templates
Service, sales, employment, freelance, and industry contracts with collaborative editing and signature-ready fields.
Proposal Templates
Business, sales, marketing, consulting, and project proposals designed to convert prospects into signed deals.
Sales, Billing & Commercial Documents
Quotes, invoices, statements of work, purchase orders, and commercial forms that connect pricing to acceptance.
HR & Employment Templates
Offer letters, employment contracts, handbooks, and HR forms for hiring, onboarding, and people operations.
Business Operations & Corporate Templates
Business plans, SOPs, RFPs, board resolutions, and operations documents that expand discovery and internal linking.
One workspace. No handoff gaps.
Bring documents, customer relationships, and team collaboration into one focused sales workspace.