A Smartdoc is a legally binding document such as a contract, NDA, or intake form that your clients can fill out and e-sign directly from their email or client portal.
Smartdocs work by layering fillable fields onto a document you've already created. You bring your own document and then drop fields like signatures, names, and dates onto it.
Smartdocs vs. contracts in proposals
Both tools let you collect signatures, but they serve different purposes:
Contract templates | Smartdocs |
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