Real-Time Collaborative Editing
Edit documents live with your team without leaving the CRM. Our ONLYOFFICE integration brings Google Docs-style multiplayer editing directly to your contracts and proposals.
Build dynamic templates once; generate, edit collaboratively, and securely sign from your real data. Every document has a version history, a full audit trail, and native e-signatures.
Why
Most contracts live in Word, get copy-pasted from the previous deal, and accumulate quiet errors. Smart Documents pull from your real data: customer details, deal terms, payment plan. Generate, edit collaboratively in real-time, sign natively, and store — all in one workflow.
Capabilities
Edit documents live with your team without leaving the CRM. Our ONLYOFFICE integration brings Google Docs-style multiplayer editing directly to your contracts and proposals.
Generate, send, and securely sign documents with native digital signatures. No need to bounce customers out to DocuSign or Adobe Sign—it all happens right here.
Not just for text contracts. Generate dynamic PDF invoices, Word agreements, and even data-driven Slide presentations straight from your CRM data.
Pull “customer.name”, “deal.value × discount_pct”, or format numbers to full words automatically. Calculations re-run live as data updates.
Every save is a version. Compare any two side-by-side, restore to a previous version, or branch a draft. Designed for compliance reviews.
Send a document for review and approval, track who has reviewed and approved, and keep every version in the record with a full audit trail.
Showcase
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Stop emailing Word documents back and forth. Open a contract directly from a deal and edit it collaboratively in real-time with your legal team, with full version history.
Live Editing · Google Docs-style collaboration.
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Collaborative editing view — multiple user cursors visible in the document, sidebar lists available CRM fields to inject.
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Generate a contract, send it for review, and have the customer sign it digitally within the same platform. The fully executed PDF is automatically attached to the deal.
E-Signatures · legally binding, native signing.
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E-signature request view — generated PDF on the left, signature status panel on the right (Pending Customer Signature), audit log below with timestamps.
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Every edit is a version. Audit trail records who changed what, when, and from where. Compliance reviews stop being archaeology.
Versions · side-by-side diffs, tamper-evident.
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Side-by-side diff between v3 and v4 of a contract — additions in accent, removals struck through; sidebar lists all 11 versions with author + timestamp.
We finally cancelled DocuSign. We generate our proposals, edit them as a team, and send them for signature all from the deal page. It's perfectly seamless.
Also see
We'll set up a sandbox with sample records like yours. Demo runs 30 minutes; no card required.