Document Management

Templates, merge fields, e-signatures — paperwork automated.

Upload, template, generate with merge fields, send for signature. Public signer page, auto-completion.

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pages

14+

capabilities

Live

status

How it connects

→Generated documents can reference CRM Contacts, Accounts, Deals, Quotes, Invoices, Tickets
→E-sign requests send emails to signers via Resend
→Signed documents complete automatically when all signers sign
→Files can be attached to any CRM or Commerce record

Every page, every feature.

3 pages in this module.14+ capabilities total.

Files

/documents/files

Features

✓Upload button: up to 20 MB, S3/R2 or local public/uploads/ fallback
✓File table: type icon, name (opens in new tab), entity type badge, file size, uploader, date
✓Hover-reveal: download link + delete with confirmation
✓By-record-type and by-file-type breakdown panels
✓Entities: CONTACT / ACCOUNT / DEAL / QUOTE / INVOICE / TICKET

How it connects

Uploaded files can be linked to any CRM or Commerce record. PDFs generated from Templates are stored here and available for e-signature requests.

Templates

/documents/templates

Features

✓New Template drawer (700px): name, category, description, HTML body editor
✓17 merge field quick-insert buttons: {{contact.name}}, {{invoice.total}}, etc.
✓Auto-detects {{field}} tokens — shows preview strip of all merge fields found
✓Generate Document modal: document name, entity type + record ID — substitutes all tokens
✓Supported entity contexts: contact, account, deal, quote, invoice, ticket, company, date
✓Activate / Deactivate / Edit / Delete per template

How it connects

Generated documents are stored in Files and can be sent for e-signature. Template content can pull live data from any CRM or Commerce record.

E-Signatures

/documents/esignatures

Features

✓Send for Signature drawer: pick generated document, message, expiry date, dynamic signer list
✓Unique 64-char token per signer — signing link: /sign/[token] (no auth required)
✓Per-signer Copy link button
✓Request cards: signer pipeline (✓/✕ per signer), completion progress bar
✓Orange border + badge for requests expiring within 3 days
✓Cancel request button (PENDING only)
✓Email to each signer on request creation (Resend) + completion notification to requester
✓Public signer page /sign/[token]: iframe document preview, identity confirmation, Sign/Decline

How it connects

Signing request emails are sent via Resend. Once all signers complete, the request auto-marks as SIGNED. Completion/decline events can trigger Automation workflows.