Documents & E-Signatures
Send the contract. Get the signature. Get paid. Without printing a single page.
TraxionLab handles proposals, contracts, and signable documents from start to finish. Send a document, track when it's opened, collect an e-signature, and trigger a workflow the moment it's signed, all without leaving the platform.
What you're dealing with before this exists
Contracts go out by email and then disappear into silence
You email a contract, and then you wait. Did they open it? Did they read it? Are they going to sign? You have no visibility. A week later you send a follow-up. Another week goes by. The job you thought was closed is in limbo because nobody knows what's happening with the paperwork.
Getting a signature still involves printing, scanning, or DocuSign on top of everything else
If you're using a separate e-signature tool, that's another login, another monthly fee, and another step in the process. If you're printing and scanning, that's 20 minutes on a job that should take 2. Either way, the friction slows down every signed deal.
There's no paper trail when a client disputes what they agreed to
A client says they never approved the change order. You say they texted back "ok." Nobody has anything in writing. That ambiguity costs you money on a dispute or costs you a client relationship. A signed document with a timestamp removes the ambiguity.
Everything Documents & E-Signatures lets you accomplish
Legally compliant e-signatures
Electronic signatures collected in TraxionLab comply with the U.S. ESIGN Act, UETA, and EU eIDAS regulation. Your signed documents carry the same legal weight as ink signatures for most business agreements. Consult your attorney for any industry-specific requirements.
Audit certificate with IP, timestamp, and location
Every signed document generates an audit certificate recording the signer's name, IP address, geographic location, and exact timestamp for each action taken. That record is your chain of custody if anything is ever disputed. Replaces what you'd get from a separate DocuSign subscription.
PDF upload with field overlay
Upload any existing PDF contract, lease, NDA, or agreement and overlay signature fields, initials, date fields, and checkboxes without rebuilding the document. Keep your existing paperwork and add e-signature capability on top.
Automatic invoice generation on signing
When a signed document contains product line items, the system automatically generates the corresponding invoice. One-time products invoice immediately. Recurring products set up the billing schedule. Paperwork and billing happen together without manual steps.
Public document links
Share a document for signature without requiring a contact record to exist first. Useful for on-the-spot agreements with new contacts, vendor NDAs, or any situation where you need a signature before the person is in your CRM.
Document templates and blank documents
Build reusable templates for your most common contracts, proposals, and agreements. Create them once, send them in seconds. Or start from a blank document for custom situations.
Payment collection inside documents
Add a payment step to your document flow. Clients sign the contract and pay the deposit in one seamless experience. No separate invoice required.
Open and status tracking
See exactly when a document was opened, how many times it was viewed, and whether it's been signed. Follow up with real information instead of guessing.
Variables and merge fields
Pull contact data into documents automatically: name, address, service type, quote amount. No manual data entry on every document. Templates personalize themselves.
Multi-recipient routing
Send a document to multiple signers in a specific order or all at once. Useful for agreements that need sign-off from more than one party.
Workflow triggers on document events
When a document is signed, a workflow triggers automatically. Start an onboarding sequence, send a welcome message, or notify a team member. The signature becomes the starting gun.
What changes when this is running
From proposal to signed contract in one tool
Because documents live inside TraxionLab, every signed contract links to the contact record, the opportunity, and the payment. The paper trail and the customer record are the same thing.
The signature triggers what happens next
Stop manually kicking off onboarding after a client signs. Set up a workflow that fires the moment the document is signed: welcome text, first appointment invitation, team notification. Signing the document starts the project automatically.
Questions about Documents & E-Signatures
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Documents & E-Signatures is one part of the TraxionLab platform. Every plan includes all core features so you can see exactly how the whole system works together before you commit.